Tesla was recently granted permission to test FSD on Chinese streets – specifically in Shanghai. Just recently, Elon Musk visited China and discussed the potential for FSD to come to China.
Gearing Up for FSD China
This is just the first step for Tesla to begin its customer deployments of FSD – Tesla conducts similar ADAS testing in North America, where special testing vehicles and testing employees run the latest FSD (Supervised) versions against a gamut of real-world, real-life tests.
Tesla has recently been working on translating FSD release notes into multiple languages, alongside building a data center in Shanghai and establishing an FSD Operations and Labelling team at the same center. These are the first, key steps to bringing FSD to a new market that has unique and different traffic rules when compared North America.
China doesn’t have the regulatory hurdles or challenges that Tesla faces in Europe to bring FSD and has been working with Chinese corporations as well as the government, which has now provided its official approval for FSD testing in-country.
We might even see FSD deployed to early testing customers in China by the end of 2025.
ADAS Competitors
There are quite a few competitors in the Chinese market already- with challengers like Xpeng and Xiaomi working on building their own homegrown systems, mostly driven by a mixture of cameras, radars, ultrasonic sensors, and LIDAR. However, many of these systems face similar challenges to other non-Chinese competitors and don’t have the mileage under their belts to tackle Tesla’s dominating lead in data and data processing.
European Union
Tesla is poising itself for an FSD rollout internationally, with increased testing also taking place in the UK, France, and Spain – some of the key locations with unique infrastructure in the European Union. However, some EU-specific regulations restrict how FSD can perform – each and every action must be manually approved by the driver. Until that regulation is changed to adapt to systems like FSD, it won’t be making its way there just yet.
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With Q1 2025 now behind us, another round of Tesla’s Supercharger Voting has wrapped up. The previous vote took place back in December, and we now get to see which locations came out on top.
Let’s take a look at the Q1 2025 winners of the Supercharger Vote:
North America
🇺🇸 Lake Wales, FL
🇺🇸 Henderson, NV
🇺🇸 Clarksville, TN
🇺🇸 Roswell, NM
🇺🇸 Long Beach, CA
🇺🇸 Decatur, IL
🇺🇸 McAlester, OK
Europe
🇬🇧 Bournemouth, United Kingdom
🇮🇹 Bari, Italy
🇵🇱 Wrocław, Poland
🇨🇿 Hradec Králové, Czech Republic
Asia-Pacific
🇰🇷 Namyangju - South Korea
🇦🇺 Nicholls, Australia
Supercharger Voting Q2 2025
Another quarter means another round of Tesla's Supercharger Voting, giving Tesla owners the chance to influence where new Supercharger sites will be built. Following the Q1 2025 voting round, Tesla is now opening the polls for Q2 2025.
How to Vote
To participate in the Q2 2025 Supercharger Voting, visit the Tesla Supercharger Voting page and sign in to your Tesla account. You can vote for up to five different locations, with a limit of one vote per location, every three months. The most popular Superchargers are displayed on the leaderboard, and you can also suggest new locations for future voting cycles.
We’ve known for a while now that Tesla has been using a custom build of FSD to allow its newly produced vehicles at Giga Texas and Fremont to autonomously navigate themselves from the production line to the outbound delivery lot.
While we knew they were using a custom build of what was likely FSD Unsupervised, thanks to a recent post from Tesla AI on X, this has now been confirmed. Tesla has also confirmed it has accrued over 50,000 driverless miles, totalled from vehicles autonomously driving themselves to delivery lots.
Giga Texas production now uses FSD Unsupervised to deliver cars from end of line to the outbound logistics lot.
Over 50,000 driverless miles have been accrued between California and Texas factories so far pic.twitter.com/79zKY0U6Ox
For most of Tesla’s vehicles - that’s a 1.4-mile trip that is shared with pedestrians, cars, trucks, and construction equipment. You can see in the video that the Teslas are navigating public roadways and encountering real human drivers.
That’s great news, especially since many were wondering whether Tesla would secure the necessary approvals in time to launch their Robotaxi network in June.
Increased Confidence
Following Tesla’s post to X, Musk followed up by saying that when Tesla launches FSD Unsupervised soon, it will be the first time there will be a generalized, pure AI solution to autonomy. Tesla and several executives continue to post more content about autonomy and the Robotaxi network, leading us to believe they’re feeling confident in the June launch.
Model Ys autonomously navigate a 1.4 mile trip on a road shared with pedestrians, cars, semi trucks, construction equipment & more pic.twitter.com/iPx2fs78v2
Back when Tesla initially announced the autonomous travel of its vehicles from production to loading lots, they mentioned that the Cybertruck was the only vehicle at Giga Texas not receiving that same treatment.
Now, that’s changed - Cybertruck is now also navigating through the Cybertunnel to make its way from the factory directly to the loading docks, all on Unsupervised FSD. And that’s making us even more excited, especially because Tesla was supposed to launch an FSD Update for the Cybertruck a little while ago - but it hasn’t made it to production yet. This update is set to bring Start FSD from Park, as well as Actually Smart Summon - bringing the Cybertruck to feature parity with Tesla’s other AI4 vehicles.
Cybertrucks autonomously navigate a 0.6 mile route traversing beneath one of America's fastest highways, emerging through a steep 17% grade to reach their destination pic.twitter.com/3ZMYCRPhIj
Now that Tesla is confidently using a build of Unsupervised FSD to navigate the tight confines of the tunnel and park, we’re pretty sure that Tesla will likely launch the expected FSD update in the near future.
FSD Update Soon?
It’s been a while since any FSD hardware variant has received an FSD update. It appears that Tesla has been focused on Unsupervised FSD and launching FSD outside of North America.
It seems like we may get a new FSD update soon, and we don’t believe it’ll be just for the Cybertruck. Those who have the opportunity to sign up for Tesla’s new Early Access program will likely be some of the first recipients to receive the FSD update, so stay tuned.
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