Summary
- Tensions between US and China may delay Tesla FSD release in China
- China considering using FSD approval as bargaining chip in trade negotiations
- Initial expectation for FSD release in China and Europe by Q1 2025 may be pushed back
- Elon Musk cites challenges with transferring training video in China and US government regulations
- Musk predicts Tesla FSD may be approved in Europe by May 2025, facing regulatory hurdles
- Contact Teslarati team with any tips or information regarding the article
Article
The release of Tesla Full Self-Driving (FSD) in China may be facing a delay due to increasing tensions between the U.S. and Chinese governments. Reports from Financial Times sources in China suggest that the approval of Tesla FSD’s license could be used as a bargaining chip in negotiations between China and President Trump, particularly after the implementation of a 10% additional tariff on imported Chinese goods. This has created uncertainty around the timeline for the release of Full Self-Driving technology in China, which was initially expected by the first quarter of 2025.
During Tesla’s full-year and Q4 2024 earnings call, Elon Musk discussed some of the challenges the company is facing in China regarding FSD. Musk mentioned that China currently does not allow Tesla to transfer training data outside of the country, while the U.S. government does not permit training to be conducted in China. This presents a dilemma for Tesla as it navigates the regulatory landscape in China and works towards the approval of Full Self-Driving technology in the country.
In addition to the challenges in China, Musk also provided an update on the potential approval of Tesla FSD in Europe. He mentioned that the company is aiming for FSD approval in Europe by May 2025 but highlighted the need to comply with various regulations before the technology can be launched in the region. These regulatory hurdles in both China and Europe are contributing to the uncertainties surrounding the timeline for the release of Tesla Full Self-Driving in these markets.
Overall, the potential delay in the release of Tesla FSD in China underscores the complexities of operating in a global market amid geopolitical tensions. The company is facing challenges related to regulatory differences between countries, as well as broader trade tensions that impact its business operations. As Tesla navigates these challenges and works towards obtaining approvals for its Full Self-Driving technology in key markets like China and Europe, the company is seeking to address regulatory hurdles and compliance requirements to bring its innovative technology to customers around the world.
The Teslarati team is interested in hearing from readers who may have tips or insights on the situation surrounding Tesla FSD in China and other markets. Readers are encouraged to reach out to the Teslarati team via email at maria@teslarati.com or through Twitter at @Writer_01001101 to share any information or perspectives on the potential delay of Tesla Full Self-Driving in China and related developments in the global market. Overall, the challenges facing Tesla in China and Europe highlight the complexities of navigating regulatory environments and geopolitical dynamics as the company seeks to expand its technological offerings and reach new markets with innovative solutions like Full Self-Driving technology.
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