News
SpaceX to in-house mass production of Starlink internet satellite hardware
SpaceX is rapidly expanding it’s Starlink internet constellation development to prepare for full-scale production and aims to bring nearly every major piece of satellite and network hardware and software in-house, according to details revealed in dozens of job postings.
While not explicit, this appears to indicate a significant convergence of multiple possible paths to an operational constellation. Put simply, SpaceX now intends to build every single major component of its 4400+ satellite network in-house. It’s almost easier to list the things SpaceX does not mean to build themselves, but here’s a stab at the components to be built in-house: satellite structures, laser (optical) data interlinks, on-orbit phased array antennae, digital signal processor (DSPs) software and hardware to aim those antennae, solar arrays, battery systems, power electronics, custom integrated circuitry and systems on a chip (SoCs), user terminals and larger gateways, network operations, production automation, autonomous satellite constellation management, and much, much more.
Remote camera has been retrieved, wet with morning dew…and WITH images! Awesome launch by SpaceX. @teslarati #SpaceX #Paz #Starlink pic.twitter.com/tDTXxZErN4
— Pauline Acalin (@w00ki33) February 22, 2018
While entire articles could be spent describing the complexities of every single one of the above subsystems, the point is that SpaceX appears to have gone all-in on building its own satellite constellation, departing from stances in the past that appeared to leave room for subcontracting and outsourcing the production of major parts of the network, particularly with respect to ground terminals and gateways. Postings for ground station and user terminal engineers describe a goal of medium to high volume in-house production of the critical network and customer-facing hardware, and an entry into the production of high volume consumer technology would be a truly eclectic and unprecedented step for a company theoretically focused on launch vehicle development and production and sustainable Mars colonization.
If anything, they speak to the truly vertical nature of SpaceX. Many technology development production companies would simply accede and accept the best subcontractor/outsourcing bid when entering into new territory truly outside of their internal expertise. SpaceX engineers and managers, however, seem to have concluded that the vast majority of hardware and corporate expertise they could co-opt is just not satisfactory for the purpose of building a paradigm-shifting satellite constellation; or as CEO Elon Musk noted in 2015, to “revolutionize the satellite side of things, just as we’ve done with the rocket side of things.”
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- SpaceX’s first Starlink prototypes launched in late February aboard a flight-proven Falcon 9 booster. (Pauline Acalin)
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- SpaceX’s first two Starlink prototype satellites are pictured here before their inaugural Feb. 2018 launch, showing off a utilitarian design. (SpaceX)
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- Falcon 9 roars into the dark California sky with PAZ and Starlink. (Pauline Acalin)
This new (and, in retrospect, unsurprising) trailblazing attitude also helps to explain the marginal delay to Musk’s original 2015 schedule, which estimated initial constellation operations (i.e. a few hundred satellites launched) would begin around 2020. Approximately a year later, SpaceX had built rough prototypes in the form of the original Microsat 1A and 1B twins. This initial foray into independent, long-term communications smallsats was shuttered fairly quickly, and neither of the demo satellites were launched. Instead, SpaceX dove back into prototype design and development, culminating roughly two years later with the March 2018 launch of two dramatically improved prototypes, known as Tintin A and B (or Microsats 2A and 2B in FCC licenses).
It seems probable that the source of this delay lay in an internal decision to dramatically reconfigure the internet constellation for far more in-house development, whereas the original Microsats were likely pieced together from a range of components derived from SpaceX’s Cargo Dragon program or more simply from commercial off-the-shelf (COTS) offerings. Instead, SpaceX’s Starlink development offices in Redmond, Washington and throughout California are staffed with as many as 400 to 500 employees dedicated in large part to the nascent program, similar (if not larger) in scale to OneWeb, the only noteworthy satellite internet competitor at present.
If SpaceX’s decision to push back Starlink’s operational debut by a few years in order to bring in-house almost every single critical subcomponent of Starlink pays off, the company could begin launching finalized satellites en masse as early as late 2019/early 2020, with a goal of offering limited service by 2021 per comments made by CEO Elon Musk. Starlink is likely being brought almost entirely in-house because Musk or other high-level executives and engineers see major room for improvement, improvements that could lower the cost of and improve the performance of lightweight communications satellites by an order of magnitude.
A flight-proven Falcon 9 prepares for launch in May 2018. SpaceX will likely launch at least one more pair of Starlink demo satellites from the West coast later this year (Pauline Acalin)
It will likely take a bit longer than initially expected, but SpaceX may yet still pave their path to Mars colonization with profits derived from a wildly successful and disruptive entrance into the broadband market.
Elon Musk
Tesla needs to come through on this one Robotaxi metric, analyst says
“We think the key focus from here will be how fast Tesla can scale driverless operations (including if Tesla’s approach to software/hardware allows it to scale significantly faster than competitors, as the company has argued), and on profitability.”
Tesla needs to come through on this one Robotaxi metric, Mark Delaney of Goldman Sachs says.
Tesla is in the process of rolling out its Robotaxi platform to areas outside of Austin and the California Bay Area. It has plans to launch in five additional cities, including Houston, Dallas, Miami, Las Vegas, and Phoenix.
However, the company’s expansion is not what the focus needs to be, according to Delaney. It’s the speed of deployment.
The analyst said:
“We think the key focus from here will be how fast Tesla can scale driverless operations (including if Tesla’s approach to software/hardware allows it to scale significantly faster than competitors, as the company has argued), and on profitability.”
Profitability will come as the Robotaxi fleet expands. Making that money will be dependent on when Tesla can initiate rides in more areas, giving more customers access to the program.
There are some additional things that the company needs to make happen ahead of the major Robotaxi expansion, one of those things is launching driverless rides in Austin, the first city in which it launched the program.
This week, Tesla started testing driverless Robotaxi rides in Austin, as two different Model Y units were spotted with no occupants, a huge step in the company’s plans for the ride-sharing platform.
Tesla Robotaxi goes driverless as Musk confirms Safety Monitor removal testing
CEO Elon Musk has been hoping to remove Safety Monitors from Robotaxis in Austin for several months, first mentioning the plan to have them out by the end of 2025 in September. He confirmed on Sunday that Tesla had officially removed vehicle occupants and started testing truly unsupervised rides.
Although Safety Monitors in Austin have been sitting in the passenger’s seat, they have still had the ability to override things in case of an emergency. After all, the ultimate goal was safety and avoiding any accidents or injuries.
Goldman Sachs reiterated its ‘Neutral’ rating and its $400 price target. Delaney said, “Tesla is making progress with its autonomous technology,” and recent developments make it evident that this is true.
Investor's Corner
Tesla gets bold Robotaxi prediction from Wall Street firm
Last week, Andrew Percoco took over Tesla analysis for Morgan Stanley from Adam Jonas, who covered the stock for years. Percoco seems to be less optimistic and bullish on Tesla shares, while still being fair and balanced in his analysis.
Tesla (NASDAQ: TSLA) received a bold Robotaxi prediction from Morgan Stanley, which anticipates a dramatic increase in the size of the company’s autonomous ride-hailing suite in the coming years.
Last week, Andrew Percoco took over Tesla analysis for Morgan Stanley from Adam Jonas, who covered the stock for years. Percoco seems to be less optimistic and bullish on Tesla shares, while still being fair and balanced in his analysis.
Percoco dug into the Robotaxi fleet and its expansion in the coming years in his latest note, released on Tuesday. The firm expects Tesla to increase the Robotaxi fleet size to 1,000 vehicles in 2026. However, that’s small-scale compared to what they expect from Tesla in a decade.
Tesla expands Robotaxi app access once again, this time on a global scale
By 2035, Morgan Stanley believes there will be one million Robotaxis on the road across multiple cities, a major jump and a considerable fleet size. We assume this means the fleet of vehicles Tesla will operate internally, and not including passenger-owned vehicles that could be added through software updates.
He also listed three specific catalysts that investors should pay attention to, as these will represent the company being on track to achieve its Robotaxi dreams:
- Opening Robotaxi to the public without a Safety Monitor. Timing is unclear, but it appears that Tesla is getting closer by the day.
- Improvement in safety metrics without the Safety Monitor. Tesla’s ability to improve its safety metrics as it scales miles driven without the Safety Monitor is imperative as it looks to scale in new states and cities in 2026.
- Cybercab start of production, targeted for April 2026. Tesla’s Cybercab is a purpose-built vehicle (no steering wheel or pedals, only two seats) that is expected to be produced through its state-of-the-art unboxed manufacturing process, offering further cost reductions and thus accelerating adoption over time.
Robotaxi stands to be one of Tesla’s most significant revenue contributors, especially as the company plans to continue expanding its ride-hailing service across the world in the coming years.
Its current deployment strategy is controlled and conservative to avoid any drastic and potentially program-ruining incidents.
So far, the program, which is active in Austin and the California Bay Area, has been widely successful.
News
Tesla Model Y L is gaining momentum in China’s premium segment
This suggests that the addition of the Model Y L to Tesla China’s lineup will not result in a case of cannibalization, but a possible case of “premiumization” instead.
Tesla’s domestic sales in China held steady in November with around 73,000 units delivered, but a closer look at the Model Y L’s numbers hints at an emerging shift towards pricier variants that could very well be boosting average selling prices and margins.
This suggests that the addition of the Model Y L to Tesla China’s lineup will not result in a case of cannibalization, but a possible case of “premiumization” instead.
Tesla China’s November domestic numbers
Data from the a Passenger Car Association (CPCA) indicated that Tesla China saw domestic deliveries of about 73,000 vehicles in November 2025. This number included 34,000 standard Model Y units, 26,000 Model 3 units, and 13,000 Model Y L units, as per industry watchers.
This means that the Model Y L accounted for roughly 27% of Tesla China’s total Model Y sales, despite the variant carrying a ~28% premium over the base RWD Model Y that is estimated to have dominated last year’s mix.
As per industry watcher @TSLAFanMtl, this suggests that Tesla China’s sales have moved towards more premium variants this year. Thus, direct year-over-year sales comparisons might miss the bigger picture. This is true even for the regular Model Y, as another premium trim, the Long Range RWD variant, was also added to the lineup this 2025.
November 2025 momentum
While Tesla China’s overall sales this year have seen challenges, the Model Y and Model 3 have remained strong sellers in the country. This is especially impressive as the Model Y and Model 3 are premium-priced vehicles, and they compete in the world’s most competitive electric vehicle market. Tesla China is also yet to roll out the latest capabilities of FSD in China, which means that its vehicles in the country could not tap into their latest capabilities yet.
Aggregated results from November suggest that the Tesla Model Y took the crown as China’s #1 best-selling SUV during the month, with roughly 34,000 deliveries. With the Model Y L, this number is even higher. The Tesla Model 3 also had a stellar month, seeing 25,700 deliveries during November 2025.
Tesla needs to come through on this one Robotaxi metric, analyst says
Tesla gets bold Robotaxi prediction from Wall Street firm
