Shulou(Shulou.com)11/24 Report--

CTOnews.com July 11 news, a few days ago, Citic Securities released Tesla FSD research paper. According to the research paper, after three years of testing, Tesla FSD has built solid barriers in algorithm, data, hardware and other aspects. Although it is still an L2 + product, it may have initial L3 capability, and the overall user evaluation is good.

▲ Citic Securities believes that Tesla FSD has "come to the eve of official landing" in North America and is expected to bid farewell to "Beta" in the next generation, i.e. V12 version, and begin to penetrate a wider range of consumers. Outside North America, the trend of FSD entering China is becoming more and more clear, and it is expected to accelerate the intelligent process of Chinese automobile enterprises as a whole.

Specifically, Citic Securities pointed out that FSD's entry into China will be the overall trend, and there are still two thresholds for real landing:

Qualification: Tesla shadow mode is very likely to be judged as map mapping behavior. There is still room for discussion on how to cooperate with Class A mapping qualified enterprises and collect road data legally and compliantly in China.

Data: Road data is highly sensitive, so we believe that Tesla's data collected in China is unlikely to be transmitted back to the United States. It is necessary to establish a data and supercomputing center in China and set up an engineering team for data closed-loop.

If FSD can solve the above problems, it is expected to accelerate the intelligent process of electric vehicles in China as a whole after entering the Chinese market in a real sense, and promote the survival of the fittest while strengthening consumer education and cognition and expanding the market.

At the same time, it will have different effects on different automobile enterprises. For example, Chinese automobile enterprises that deeply cultivate high-level intelligent driving function and take this as differentiation selling point may be expected to benefit, but for the middle and low-end models with great impact from price war and weak self-research ability, they may face greater pressure in the future.

However, there is no clear information on when and in what form Tesla FSD will enter China. CTOnews.com previously reported that there had been news that "Shanghai will be opened as the first pilot city of the full version of FSD." Tesla China responded to reporters,"The news is false. "

Tesla FSD, on Tesla's official website, is called "Full Autopilot Capability." At the shareholders 'meeting held not long ago, FSD became the focus of discussion again. Musk said that Tesla FSD Beta users have traveled 190 million miles (about 306 million kilometers) so far, and FSD Beta has developed very rapidly."In the future, its safety will far exceed that of human drivers, reaching 10 times the safety level."

Related Reading:

Tesla China responds to rumors that the full version of FSD will be piloted in Shanghai: false news

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