New Tesla Model Y Performance models coming out of China this month have the biggest changes we've seen to the car so far. The cars have several major hardware changes that improve the infotainment system, noise isolated and more.
Tesla starts using 12v lithium-ion batteries
JayinShanghai/Twitter
Infotainment Processor
The first major upgrade is the processor that powers the car's infotainment display. It has been upgraded from the Intel Atom processor to a much faster AMD Ryzen chip. It's the same chip that's used in the redesigned Model S and X, although the Model S and X feature 16GB of ram while these new Model Ys appear to have only 8GB.
This processor is much faster than the Atom processors that are currently in Model 3s and Model Ys.
Graphics Processor
The new Model S and X feature a dedicated GPU that is capable of PS5-like graphics. The system is able to play one of the most intensive video games, Cyberpunk 2077.
We thought that this chip would be exclusive to Tesla's higher-priced vehicles, but surprisingly, the new Model Ys feature the same graphics processor in the new Model S and X.
.@xiaoteshushu GigaWorkshop Tear-down of Tesla MIC Model Y Performance.
It appears that Tesla plans to keep the infotainment and graphic processors the same across their entire lineup of cars. Having such an advanced processor will surely open up the possibilities to new games and enhanced capabilities in the car.
MCU 3
When the Model S was unveiled, it contained this new processor and high-end gaming capabilities. At the time, no one was sure whether this hardware would be exclusive to the Model S or whether it would trickle down to other vehicles.
Tesla MIC Model Y Performance First Look！
Does AMD Ryzen seem to make the new MIC Model Y Performance look smoother than ever?
However, at this point it's fairly certain that the AMD Ryzen chip and graphics processor Tesla is using will be a part of Tesla's MCU 3 and will be used across their entire fleet.
Software
Although the new Model Ys coming out of China contain the same CPU and GPU processors as the new Model S, they still feature the same 15" screen as other Model Ys. They also still use the same user-interface as all current Model Ys, although they're certainly capable of running the same Tesla interface in the new Model S.
It's not clear whether the new interface is still being adapted for slightly smaller screens, but we expect that these new Model Ys with MCU 3 will be running the updated Tesla interface in the future.
We don't know if vehicles with MCU 2 will be able to run the updated interface at some point. Tesla employees have previously said off the record that MCU 2 isn't capable of running the new interface found on the new Model S, but it's possible that Tesla figured out a way to run the new interface on MCU 2 vehicles. If the new interface comes to MCU 2 cars, it'll likely need to be adapted to be able to run on slower hardware or limit some of its features, such as dragging and docking windows.
12v Battery
All Teslas up until the release of the redesigned Model S and Model X used 12v lead-acid batteries. This lower voltage battery is used to power door locks, electronics and other smaller items in the car that can't be run off of the high voltage battery.
The 12v lead-acid batteries in Model 3 and Model Ys are the same kind found in just about every other car. The battery is recharged off of the car's main battery. These lead-acid batteries last about four to five years, but we've seen them last only a couple years as well.
These new Model Ys coming out of GIGA Shanghai are coming with the same lithium-ion battery that is found in new Model S and X vehicles.
The battery is estimated to last the life of the vehicle and never needs replacing. This is a nice improvement and it's a great way for Tesla to reduce Tesla service visits.
It also helps increase customer satisfaction and lower the maintenance required for Teslas even further.
Although replacing a lead-acid battery in a vehicle isn't an expensive procedure, having a lithium-ion battery that doesn't need to be replaced is a nice improvement for all future Tesla owners.
It'll be interesting to see whether Tesla will be able to upgrade lead-acid batteries to their lithium-ion models in future service calls for any customers that need one replaced.
Other Changes
Another change that has been noticed in these new models is that the rear passengers windows now have double laminated glass similar to the front windows, to help further isolate road noise.
It's possible that there are other smaller changes in these new models as well, but these have been the major changes observed so far.
These hardware changes are currently exclusive to new Model Y Performance models coming out of China. Tesla slowly makes changes to its lineup throughout the year when possible, but the changes we're seeing here are major improvements to the vehicle.
You can be sure that all Tesla factories will adopt the same hardware changes we're seeing in China across all models in the coming weeks or months.
There has now been a video posted that compares how much faster MCU 3 is compared to MCU 2 when loading various apps.
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Tesla has finally released their 2024 Impact Report, and it's filled with impressive new data on the company’s environmental and safety progress. However, the biggest news is the clear and concrete roadmap it provides for the next generation of Tesla products.
For the first time, the report provides specific timelines for Tesla to begin volume production of the purpose-built Cybercab and the ramp-up of the Semi factory. This year’s report shifts from documenting past achievements to defining Tesla’s next phase, with a focus on autonomy and industrial transport.
Upcoming Vehicles
The most significant new items in the report are timelines for Tesla’s anticipated future vehicles.
Next, Tesla is ramping up production of the Semi, following the completion of limited production runs used for testing. This development is closely tied to the ongoing construction of the new Semi Factory, which is nearing completion. Tesla expects this to be one of its largest markets going forward and one of the most impactful. Industrial trucks doing the last 200 miles of delivery account for 16.4% of US vehicle emissions, despite making up only 1.1% of vehicles on the road.
In terms of the Affordable Model, Tesla has mentioned that they intend to launch more affordable products in 2025 and address a key segment of the market. They did not elaborate on this further and seem to have missed the previously provided self-imposed deadline for the first half of 2025.
At this point, we’re unsure whether Tesla will actually launch a distinct and more affordable model or whether it will introduce cut-down versions of the Model Y, as rumored.
Safety
The report supports Tesla’s future plans with some impressive new data points that demonstrate the impact their technology is having.
First, Autopilot (and FSD) has achieved a safety record nearly 10 times higher than the US national average in terms of miles per incident. The data shows one accident for every 6.77 million miles driven with Autopilot (or FSD) engaged, compared to the national average of one accident per 0.70 million miles.
The report also highlighted the Cybertruck’s recent 5-Star overall safety rating from the NHTSA, marking it one of the safest vehicles on the market, especially for a truck. The best part is that Cybertruck holds the lowest overall probability of injury and the lowest rollover risk of any pickup truck ever tested by the agency. Skeptics have always complained about lacking crumple zones, but the results prove otherwise, with Tesla building crumple zones as part of the gigacast.
Sustainability
In terms of sustainability, Tesla’s growing fleet helped to increase the amount of reduced and avoided emissions by 60% year over year, to 32 million metric tons of CO2e. While that’s a small number when you compare it to a full country, it is still a significant impact, especially in cities where pollutants have already decreased due to the ownership of EVs.
Tesla also mentioned that 99% of their recalls reported in 2024 were resolved using OTA updates, saving owners a trip to the Service Center or a trip by the Tesla Mobile Rangers, all in the name of sustainability and reduced costs.
Impactful Report
Tesla’s 2024 Impact Report is actually one of the most forward-looking publications to date. It puts a clear roadmap of Tesla’s future goals, while also tying them into the sustainability and safety goals achieved last year.
We can’t wait till 2025’s report - because it’ll be even better with this year’s deployment of Robotaxi. You can read all 200+ pages of the impact report here.
Tesla has officially begun internal testing of its awaited virtual queueing system for Superchargers. The news was shared by Tesla’s Director of Charging, Max de Zegher on X.
The Tesla Charging team has begun pressure testing the new feature and is planning for public pilots as their next step. While most users won’t experience heavy congestion at Superchargers, for those who do, it could be a real pain point. Virtual queues are designed to make it easier to charge at congested Superchargers by having a digital queue, rather than relying on owners to remain in line with their vehicles.
Virtual Queues
When we originally delved into Tesla’s plans to introduce a virtual queue system, it seemed obvious that the virtual queue would replace the current “Wild West” first-come, first-served system of vehicles trying to get pulled into a stall. This process will likely have two key integrations.
First up is integration directly into the vehicle software for Tesla vehicles. This means that when you’re navigating to a Supercharger that’s busy and virtual queuing is enabled, you will be automatically placed into the virtual queue upon arrival.
Then, your position in line is displayed on-screen and provides an estimated wait time, allowing you to relax, eat, or take a bathroom break without worrying about your place in line. Finally, once a stall becomes available and it’s your turn, you will receive a notification on your vehicle’s screen, as well as on the Tesla app, directing you to the open stall that will presumably only allow your vehicle to charge. We imagine that there will be a grace period for owners to pull up with their car. If that doesn’t happen within a certain period, the next car will likely be offered the charger.
The second integration is in the Tesla app for non-Tesla drivers. As Tesla continues to install Magic Docks and open Superchargers to non-Tesla EVs, more and more traffic comes to the world’s most reliable fast charging network. That means that Tesla also needs to manage expectations and queue times for non-Tesla vehicles, likely through a similar process, but done over the Tesla app instead.
The Devil’s in the Details
A simple “first-in, first-out” queue sounds great, but Max noted that it is easy to exploit things with bad actors. What prevents a driver from joining a queue remotely to reserve a spot, ignoring a notification, or trying to hop into an unreserved spot?
Well, Tesla should be able to manage these fairly easily, but they still require technical effort to implement. That means GPS geofencing for those attempting to join a queue, a short countdown timer for those late to take their spot, and a lockout for those who try to skip the queue are all needed.
What’s Next?
As Tesla has just started internal testing of this feature, it likely means that public-facing user interfaces and flows aren’t quite ready yet, but the underlying functionality is. It also means that Tesla is working to refine the little details to make the process as smooth and as easily accessible as possible.
While no pilot locations have been announced yet, it seems likely that Tesla will launch the pilot at some of the most notoriously busy Supercharger sites to gather testing data in the near future, once internal testing is complete. That means holiday travel routes or major highways, likely in California first, before rolling out elsewhere.
Virtual Queuing is a fantastic tech-first solution for the Supercharger network that helps transform that experience into a more calm and orderly process. Additionally, establishing a fair system that allows both Tesla and non-Tesla EVs to access will likely improve the overall experience. Along with the pilot program for dynamic Supercharger pricing that incentivizes people to use less-congested Superchargers, these changes should improve the Supercharger experience.
While Max mentioned it was designed for “those rare cases with a wait”, that tends to be the experience in larger cities further North, especially in New York, Michigan, or within Canada, where the few smaller Supercharger sites in big cities tend to be heavily congested. These queues will make the experience smoother for everyone involved, so we’re looking forward to seeing this come to fruition.
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