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SpaceX drone ship fleet aces two Falcon 9 booster recoveries in 48 hours
SpaceX’s two-vessel drone ship fleet has successfully returned two boosters from sea to port in the space of just ~40 hours, an impressive feat that simultaneously shed light on a new kind of bottleneck for Falcon launches.
Completed on January 20th and 24th and originally planned as few as 25 hours apart, SpaceX’s back-to-back Starlink-16 and Transporter-1 launches made it clear that drone ship availability could quickly become a constraint as the company eyes increasingly ambitious launch cadence targets. CEO Elon Musk has stated that SpaceX is targeting up to 48 launches in 2021, translating to an average of one launch every 7.5 days.
As it turns out, measured from port departure to port arrival, that target is practically the same as the average amount of time it takes one of SpaceX’s two drone ship landing platforms to complete a booster recovery. Both existing drone ships must be slowly towed to and from the booster landing area, generally involving a minimum round trip of 800 miles (~1300 km) and some five days in transit.
In other words, even given a perfectly optimized schedule in which SpaceX launches missions requiring at-sea recovery every ~180 hours throughout 2021, each mission would have just a handful of days worth of margin before one launch delay would inherently delay another launch. Fundamentally, with a fleet of two drone ships requiring an average of five days of transit time per recovery, SpaceX could theoretically support as many as ~70 booster recoveries annually assuming zero downtime, no launch delays, and mere hours spent at the landing zone before turning around and heading back to port.
To be clear, recovery ship availability is an excellent problem to have, as it implies that SpaceX is fast approaching a rate of launch (and routine rocket landings) unprecedented in the history of commercial spaceflight. Thankfully, SpaceX also has an exceptional track-record of solving hard problems and there remains a great deal of ‘slack’ to be optimized out of its fleet of recovery ships.
That is all to say that removing the fundamental bottlenecks posed by SpaceX’s existing fleet will absolutely require at least one or two new drone ships on top of at least two major oil rig conversion projects in work for Starship. Whether in the form of one or more new converted barges or some kind of faster, self-propelled vessel, it’s safe to say that new ships are virtually guaranteed and likely close at hand unless SpaceX has decided to accept a semi-arbitrary ceiling on annual East Coast launches.
Just one month into 2021, SpaceX’s two drone ships are already being stretched to their operational limits to the point of launch delays. Delayed from January 17th to January 20th, Starlink-16 held up drone ship Just Read The Instruction for several days, resulting in the vessel returning to port on the 24th, just ~60 hours prior to Starlink-17’s original January 27th launch target. With drone ship Of Course I Still Love You (OCISLY) already indisposed at sea to support SpaceX’s January 24th Transporter-1 launch, SpaceX had to move Starlink-17 to January 30th.
After a few days in port for booster processing and maintenance, drone ship JRTI ultimately departed Port Canaveral for Starlink-17 on the evening of the 27th, most likely delaying the launch to Sunday, January 31st. For now, though, Falcon 9 booster B1049 is scheduled to launch for eighth time no earlier than (NET) 7:24 am EST (12:24 UTC), January 30th. Simultaneously, drone ship Of Course I Still Love You will likely need to depart Port Canaveral later this weekend to support Starlink-18, scheduled to launch as soon as 1:19 am EST, February 4th.
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Tesla taps Samsung for 5G modems amid plans of Robotaxi ramp: report
The move signals Tesla’s growing focus on supply-chain diversification and next-generation communications as it prepares to scale its autonomous driving and robotaxi operations.
A report from South Korea has suggested that Samsung Electronics is set to begin supplying 5G automotive modems to Tesla. If accurate, this would mark a major expansion of the two companies’ partnership beyond AI chips and into vehicle connectivity.
The move signals Tesla’s growing focus on supply-chain diversification and next-generation communications as it prepares to scale its autonomous driving and Robotaxi operations.
Samsung’s 5G modem
As per industry sources cited by TheElec, Samsung’s System LSI division has completed development of a dedicated automotive-grade 5G modem for Tesla. The 5G modem is reportedly in its testing phase. Initial supply is expected to begin in the first half of this year, with the first deployments planned for Tesla’s Robotaxi fleet in Texas. A wider rollout to consumer vehicles is expected to follow.
Development of the modem began in early 2024 and it required a separate engineering process from Samsung’s smartphone modems. Automotive modems must meet stricter durability standards, including resistance to extreme temperatures and vibration, along with reliability over a service life exceeding 10 years. Samsung will handle chip design internally, while a partner company would reportedly manage module integration.
The deal represents the first time Samsung has supplied Tesla with a 5G vehicle modem. Tesla has historically relied on Qualcomm for automotive connectivity, but the new agreement suggests that the electric vehicle maker may be putting in some serious effort into diversifying its suppliers as connectivity becomes more critical to autonomous driving.
Deepening Tesla–Samsung ties
The modem supply builds on a rapidly expanding relationship between the two companies. Tesla previously selected Samsung’s foundry business to manufacture its next-generation AI6 chips, a deal valued at more than 22.7 trillion won and announced in mid-2025. Together, the AI chip and 5G modem agreements position Samsung as a key semiconductor partner for Tesla’s future vehicle platforms.
Industry observers have stated that the collaboration aligns with Tesla’s broader effort to reduce reliance on Chinese and Taiwanese suppliers. Geopolitical risk and long-term supply stability are believed to be driving the shift in no small part, particularly as Tesla prepares for large-scale Robotaxi deployment.
Stable, high-speed connectivity is essential for Tesla’s Full Self-Driving system, supporting real-time mapping, fleet management, and continuous software updates. By pairing in-vehicle AI computing with a new 5G modem supplier, Tesla appears to be tightening control over both its hardware stack and its global supply chain.
Tesla’s new Full Self-Driving pricing strategy will eliminate one recurring complaint that many owners have had in the past: FSD transfers.
In the past, if a Tesla owner purchased the Full Self-Driving suite outright, the company did not allow them to transfer the purchase to a new vehicle, essentially requiring them to buy it all over again, which could obviously get pretty pricey.
This was until Q3 2023, when Tesla allowed a one-time amnesty to transfer Full Self-Driving to a new vehicle, and then again last year.
Tesla is now allowing it to happen again ahead of the February 14th deadline.
The program has given people the opportunity to upgrade to new vehicles with newer Hardware and AI versions, especially those with Hardware 3 who wish to transfer to AI4, without feeling the drastic cost impact of having to buy the $8,000 suite outright on several occasions.
Now, that issue will never be presented again.
Last night, Tesla CEO Elon Musk announced on X that the Full Self-Driving suite would only be available in a subscription platform, which is the other purchase option it currently offers for FSD use, priced at just $99 per month.
Tesla is shifting FSD to a subscription-only model, confirms Elon Musk
Having it available in a subscription-only platform boasts several advantages, including the potential for a tiered system that would potentially offer less expensive options, a pay-per-mile platform, and even coupling the program with other benefits, like Supercharging and vehicle protection programs.
While none of that is confirmed and is purely speculative, the one thing that does appear to be a major advantage is that this will completely eliminate any questions about transferring the Full Self-Driving suite to a new vehicle. This has been a particular point of contention for owners, and it is now completely eliminated, as everyone, apart from those who have purchased the suite on their current vehicle.
Now, everyone will pay month-to-month, and it could make things much easier for those who want to try the suite, justifying it from a financial perspective.
The important thing to note is that Tesla would benefit from a higher take rate, as more drivers using it would result in more data, which would help the company reach its recently-revealed 10 billion-mile threshold to reach an Unsupervised level. It does not cost Tesla anything to run FSD, only to develop it. If it could slice the price significantly, more people would buy it, and more data would be made available.
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Tesla Model 3 and Model Y dominates U.S. EV market in 2025
The figures were detailed in Kelley Blue Book’s Q4 2025 U.S. Electric Vehicle Sales Report.
Tesla’s Model 3 and Model Y continued to overwhelmingly dominate the United States’ electric vehicle market in 2025. New sales data showed that Tesla’s two mass market cars maintained a commanding segment share, with the Model 3 posting year-to-date growth and the Model Y remaining resilient despite factory shutdowns tied to its refresh.
The figures were detailed in Kelley Blue Book’s Q4 2025 U.S. Electric Vehicle Sales Report.
Model 3 and Model Y are still dominant
According to the report, Tesla delivered an estimated 192,440 Model 3 sedans in the United States in 2025, representing a 1.3% year-to-date increase compared to 2024. The Model 3 alone accounted for 15.9% of all U.S. EV sales, making it one of the highest-volume electric vehicles in the country.
The Model Y was even more dominant. U.S. deliveries of the all-electric crossover reached 357,528 units in 2025, a 4.0% year-to-date decline from the prior year. It should be noted, however, that the drop came during a year that included production shutdowns at Tesla’s Fremont Factory and Gigafactory Texas as the company transitioned to the new Model Y. Even with those disruptions, the Model Y captured an overwhelming 39.5% share of the market, far surpassing any single competitor.
Combined, the Model 3 and Model Y represented more than half of all EVs sold in the United States during 2025, highlighting Tesla’s iron grip on the country’s mass-market EV segment.
Tesla’s challenges in 2025
Tesla’s sustained performance came amid a year of elevated public and political controversy surrounding Elon Musk, whose political activities in the first half of the year ended up fueling a narrative that the CEO’s actions are damaging the automaker’s consumer appeal. However, U.S. sales data suggest that demand for Tesla’s core vehicles has remained remarkably resilient.
Based on Kelley Blue Book’s Q4 2025 U.S. Electric Vehicle Sales Report, Tesla’s most expensive offerings such as the Tesla Cybertruck, Model S, and Model X, all saw steep declines in 2025. This suggests that mainstream EV buyers might have had a price issue with Tesla’s more expensive offerings, not an Elon Musk issue.
Ultimately, despite broader EV market softness, with total U.S. EV sales slipping about 2% year-to-date, Tesla still accounted for 58.9% of all EV deliveries in 2025, according to the report. This means that out of every ten EVs sold in the United States in 2025, more than half of them were Teslas.
Tesla taps Samsung for 5G modems amid plans of Robotaxi ramp: report
Tesla Full Self-Driving pricing strategy eliminates one recurring complaint
