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Tesla: Reports of supply issue with Model 3 display screen ‘absolutely false’
With Tesla Model 3 production ramping up, CEO Elon Musk will have a lot on his hands making sure everything falls perfectly into place — an issue that one research firm has said already surfaced as low supply of the display screen used in the vehicle’s center-mount touchscreen.
JL Warren Capital, a China-focused research equity firm, issued a research note explaining a hiccup in the supply chain for the Model 3, according to Forbes.
“There has been a delay in the center console shipment,” the note said. “Japan Display (6740 JP) makes the LCD screens for the Model 3. TPK (3673 TPE) and Lens Technology (300433 SHE) laminate the panels. Although we believe that the screen yield issue will eventually get worked out, it currently has delayed the touch screen shipments to the factory in California.”
The three companies in charge of the screen development, Japan Display, Lens Technology and TPK, all are based in Japan, China and Taiwan, respectively, according to a source from Forbes. The process for producing the screens is estimated to take around a month.
Despite the note, a Tesla spokesperson denied the claims, saying they were “absolutely false.”
“There is no issue with the supply of any aspect of our screens for Model 3,” the spokesperson said. Tesla also added that Japan Display is “not even a supplier of ours.”
JL Warren Capital has been tracking LCD display screens as a way to approximate Tesla Model 3 production as it increases through the end of the year. The firm anticipates roughly 25,000 screens will be sent between now and September, and approximately 15,000 per month through the end of the year.
These predictions fall roughly in line with Musk’s goal to produce 20,000 Model 3s in the month of December.
The dispute also reflects statements Musk made over the weekend at a National Governors Association meeting, detailing that the full-scale manufacturing of a product presents significant challenges compared to producing prototypes.
As Model 3 production expands, it would appear that, for now, things remain on par with Musk’s goals.
Join us live from the Tesla Model 3 Delivery Event on July 28 at the Fremont factory.
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Xiaomi CEO congratulates Tesla on first FSD delivery: “We have to continue learning!”
Xiaomi has become one of Tesla’s strongest rivals in China.

Just days after unveiling the Xiaomi YU7, a vehicle that is considered as the Model Y’s strongest competitor yet, Xiaomi CEO Lei Jun gave a nod of respect to Tesla and its Full Self-Driving (FSD) program.
In a post on Weibo, Lei Jun highlighted the remarkable nature of Tesla’s first autonomous delivery. He also acknowledged that Xiaomi still has much to learn in the electric vehicle industry.
Xiaomi CEO’s Nod of Respect
Lei Jun’s comments about Tesla’s FSD delivery were shared as a response to Tesla VP Grace Tao’s post about the recent feat. The Tesla VP shared several key aspects of the delivery, from the fact that there was no driver in the Model Y to the vehicle reaching over 70 mph as it drove to its owner.
“For the first time in history, the vehicle was delivered to the owner by itself. There was no driver or remote control throughout the journey, and the maximum speed reached 115 kilometers per hour, and it arrived safely at the customer’s door. This is a brand new Model Y. Tesla always surpasses imagination with disruptive innovation. A new era, exciting!” Tao wrote in her post.
In his response, the Xiaomi CEO acknowledged Tesla’s incredible feat. “Tesla is indeed amazing, leading the industry trends in many areas, especially FSD. We still have to continue learning!” he wrote.


Xiaomi’s Recent Tesla Competitor
The Xiaomi CEO’s comments show that Tesla’s projects and leadership garner a lot of respect in the global electric vehicle sector. While Tesla and Elon Musk tend to be media punching bags in the United States and Europe, the company and its CEO seem to be taken very seriously in China. This was despite China being the world’s most competitive electric vehicle market.
Xiaomi itself has become one of Tesla’s strongest rivals in China, with its first car, the SU7, bringing the fight to the Tesla Model 3. Its most recent vehicle, the YU7, could very well be the Model Y’s most legitimate rival yet, as it is more affordable, bigger, and more feature-laden than Tesla’s best-selling crossover. The YU7 has garnered quite a lot of attention, with Xiaomi receiving 200,000 firm orders for the vehicle within the first three minutes of its launch.
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Tesla silences FSD critics by posting full video of Model Y delivering itself to customer
When Elon Musk posted that the first Tesla had delivered itself to its owner, critics were quick to question his statement.

It is no secret that Tesla still has ardent critics today, many of whom remain convinced that the company and its leadership are lying about Full Self-Driving (FSD) and its capabilities. It was then no surprise that when Elon Musk announced that the first Tesla had successfully delivered itself to its owner, critics were quick to question the CEO’s statement.
Videos of the all-electric crossover’s solo drive to its owner soon silenced Tesla critics and their claims.
Tesla Posts FSD Video Proof—Twice
While Musk’s post on X about a Tesla delivering itself to a consumer was a notable update, his claims were not accompanied by any video. This was taken by some Tesla critics as a hint that the CEO’s claims were false, and that the feat probably did not happen. Musk, for his part, noted that Tesla would soon be posting a video of the self-driving car’s drive to its owner.
The electric vehicle community did not have to wait very long. Tesla later posted a video of its first autonomous vehicle delivery ever on X, much to the shock of social media users. As could be seen in the video, a Tesla Model Y was able to travel about 30 minutes on its own, from the end of Giga Texas’ production line to the home of its owner, several miles away. Tesla even posted the vehicle’s full 30-minute drive on its official X account later on.
Critics Are Still Skeptical, But It’s Cope at this Point
Of course, Tesla skeptics remained unconvinced that the feat was legitimate, with some pointing out that the Model Y customer seems to have had an X account for years but never posted, at least until his car was delivered. Others also claimed that the whole setup seemed suspicious since the Model Y looked like it had manufacturer plates as it navigated Austin’s streets.
These concerns, however, do not seem like very strong arguments, especially at this point. Based on the evidence, it seems like Tesla really has figured out autonomous driving, and its cars are now able to operate safely on real-world roads on their own. Many have also become silent in their criticisms of Tesla’s FSD feat, especially after the company posted the full video of the Model Y’s autonomous drive. Overall, Tesla critics may remain doubtful about the company and Musk’s claims, but these concerns seem to have become forced at best.
News
Ford CEO favors Waymo’s LiDAR approach over Tesla’s vision-only self-driving
Farley stated that Waymo’s LiDAR-based approach made “more sense.”

Ford CEO Jim Farley shared some skepticism about Tesla’s camera-only approach to self-driving during a recent appearance at the Aspen Ideas Festival. When asked to compare Waymo and Tesla’s autonomous driving systems, Farley stated that Waymo’s LiDAR-based approach made “more sense,” citing safety, consumer trust, and the limitations of camera-based models.
Waymo’s LiDAR vs. Tesla’s Vision-Only Approach
Farley was speaking with author Walter Isaacson when he made his comments about Tesla and Waymo’s self-driving systems. As they were conversing about autonomous cars, Isaacson asked Farley which approach to self-driving he preferred.
“To us, Waymo,” Farley said, though he also stated that both Tesla and Waymo have “ made a lot of of progress” on self-driving, as noted in a Fortune report. He also confirmed that he has had conversations about the matter with Tesla CEO Elon Musk. Despite this, he said that Ford still considers LiDAR as a pivotal part of autonomous driving.
“When you have a brand like Ford, when there’s a new technology, you have to be really careful. We really believe that LiDAR is mission critical… Where the camera will be completely blinded, the LiDAR system will see exactly what’s in front of you,” the Ford CEO stated.
Tesla and Ford’s self-driving plans
Tesla recently launched a limited Robotaxi service in Austin, which uses autonomous cars with safety monitors in the front passenger seat. While controversial, Musk has maintained that Tesla’s vision-only approach will ultimately prove safer and more cost-effective in the long term. Tesla seems to be making headway towards this goal, with Musk stating recently that the first Model Y has been delivered autonomously to a customer in Austin.
Ford, for his part, is not pursuing its own fully autonomous, urban-driving system anymore. Instead, the company is focusing on “high-speed, eyes-off” experiences like BlueCruise. Ford does plan to partner with a company that has achieved true autonomous driving in the future, as soon as the technology is available.
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