News
SpaceX “intends” to start launching next-generation Starlink satellites in March
In a new Q&A with the Federal Communications Commission (FCC), SpaceX says it still “plans” and “intends” to begin launching the next generation of Starlink satellites as early as March 2022.
In August 2021, SpaceX filed an application modification request with the FCC in a bid to change its plans for the next-generation “Gen2” Starlink constellation, which still aims to drastically improve and expand upon its first few phases. SpaceX filed the first unmodified Gen2 Starlink application with the FCC in May 2020, requesting permission to launch an unprecedented 30,000 satellites. While the size of the proposed constellation is extraordinary, the FCC has also been exceptionally slow to process it. Only five months after SpaceX submitted its Starlink Gen2 modification request and nineteen months after its original Gen2 application did the FCC finally accept it for filing, which means that it has taken more than a year and a half to merely start the official review process.
That extremely slow pace of work could pose problems for SpaceX’s characteristically ambitious deployment schedule.
In a January 7th, 2022 electronic filing in which SpaceX answered a dozen questions from the FCC, the company didn’t outright criticize the extreme sluggishness with which it was reviewing the application but the sentiment was still just below the surface throughout it. After noting that the FCC continues to ask for far more information from SpaceX than it does from other constellation applications, some of which have recently received licenses in spite of that, SpaceX states that it while it “filed its Gen2 Application more than nineteen months ago…and its Amendment nearly five months ago, they were accepted for filing only two weeks ago.”
It’s perhaps no coincidence that that inexplicable delay only came to an end two weeks after FCC Chairwoman Jessica Rosenworcel – who SpaceX notes recently acknowledged a “need to speed the processing of applications to keep pace with…innovation” – was finally confirmed by the US Senate.
Most importantly, though, SpaceX used its extensive Q&A to reveal that it downselected to one of the two similar constellation configurations proposed in its Gen2 application modification. Specifically, SpaceX says it will continue to develop Configuration 1 only, which is designed and organized to take full advantage of the company’s next-generation Starship launch vehicle. That should simplify the licensing process for many Starlink competitors, which have sought to hobble SpaceX’s application with bizarre requests to the FCC and complained ad nauseam about how much of a burden analyzing two potential constellation layouts was for them. Now they will only have to consider one constellation layout, making SpaceX’s Gen2 constellation a more traditional – if still massive – proposal.
Clearly lacking a great deal of self-awareness about the irony of such of a question, the FCC also saw fit to ask SpaceX for “any updates regarding the expected timing of launches for the Gen2 system.” The timing of Starlink Gen2 launches is obviously unequivocally contingent upon FCC approval more than 19 months after SpaceX first submitted an application for said approval. Nonetheless, SpaceX politely answered the question, revealing that it had “informed Commission staff before filing its Amendment” in August 2021 that it “plans to have Gen2 satellites prepared for launch as soon as March 2022” and “still intends to begin launching [Starlink Gen2 satellites] as early as March 2022.”
Many readers and industry followers interpreted this as an implicit claim that Starship will be ready to launch Starlink Gen2 satellites as early as March 2022 – just another of the company’s detached-from-reality schedule estimates, in other words. That’s simply not the case, though. While SpaceX does confirm that it’s settling on a Starlink Gen2 configuration that will explicitly depend upon Starship for the full 29,988-satellite constellation’s timely, cost-effective deployment, FCC deployment and operations licensing are almost inherently unconcerned with how the constellation gets into space. For example, the original Gen2 application SpaceX modified last August never mentioned which launch vehicle would be responsible for launching tens of thousands of satellites. So long as the rocket is compliant with FCC regulations and has an active permit for any given launch, which is also the responsibility of a different bureau, the FCC is effectively indifferent about which rockets launch a given constellation.
In other words, while SpaceX has made it clear that Starlink Gen2 Configuration 1 is optimized for Starship, SpaceX will be free to launch Gen2 satellites on any rocket it wants if or when the FCC approves the constellation. Assuming that Starlink Gen2 satellites will still be able to fit inside a 5.2m (17 ft) wide payload fairing, that includes Falcon 9. Further, in early 2018, the FCC allowed SpaceX to launch the first two Starlink satellite prototypes before it had issued the company a license for the full constellation, making it clear that with the right paperwork, prospective constellation operators can launch and test prototype satellites before their full constellations are approved.
This is to say that there is nothing theoretically preventing SpaceX from again pursuing permission to launch a few prototype Starlink satellites (this time Gen2) before the FCC has finished reviewing and approving the whole constellation. In fact, anything less would actually be surprising and unusual for the company. When SpaceX says in January 2022 that it plans to have Gen2 satellites ready for launch by March 2022, it’s thus not hard to believe that that’s the truth. Perhaps it will take a month or two longer than planned to complete the prototypes, secure temporary FCC approval, and build and license a new E-band ground station, but it’s still believable that SpaceX will be ready and able to launch the first few Starlink Gen2 satellites on Falcon 9 within the next several months. Above all else, unless SpaceX has explicitly designed Starlink Gen2 satellites such that they no longer fit inside a Falcon fairing, nothing is forcing SpaceX to wait for Starship if Gen2 prototypes are ready to launch before the next-gen rocket.
Given that Starship will have to wait until at least March 2022 for its first orbital test flight after FAA review delays, it’s obviously implausible that the rocket will be ready to launch Starlink prototypes by then. Starship S20 – currently said by CEO Elon Musk to be the first space-bound prototype – doesn’t even have a payload bay. Unless SpaceX wants to wait several more months after that to kick off the flight-testing phase of Starlink Gen2 development, it’s likely that the first few satellites will launch on Falcon 9 – either alongside routine Starlink V1.5 launches or on their own.
Tesla launched a new configuration of the Model Y this week, bringing more complexity to its lineup of the vehicle and adding a new, lower entry point for those who require an All-Wheel-Drive car.
However, the broadening of the Model Y lineup in the United States could signal a somewhat uncomfortable reality for Tesla fans and car buyers, who have been vocal about their desire for a larger, full-size SUV.
Tesla has essentially moved in the opposite direction through its closure of the Model X and its continuing expansion of a vehicle that fits the bill for many, but not all.
Tesla brings closure to Model Y moniker with launch of new trim level
While CEO Elon Musk has said that there is the potential for the Model Y L, a longer wheelbase configuration of the vehicle, to enter the U.S. market late this year, it is not a guarantee.
Instead, Tesla has prioritized the need to develop vehicles and trim levels that cater to the future rollout of the Robotaxi ride-hailing service and a fully autonomous future.
But the company could be missing out on a massive opportunity, as SUVs are a widely popular body style in the U.S., especially for families, as the tighter confines of compact SUVs do not support the needs of a large family.
Although there are other companies out there that manufacture this body style, many are interested in sticking with Tesla because of the excellent self-driving platform, expansive charging infrastructure, and software performance the vehicles offer.
Additionally, the lack of variety from an aesthetic and feature standpoint has caused a bit of monotony throughout the Model Y lineup. Although Premium options are available, those three configurations only differ in terms of range and performance, at least for the most part, and the differences are not substantial.
Minor Expansions of the Model Y Fail to Address Family Needs for Space
Offering similar trim levels with slight differences to cater to each consumer’s needs is important. However, these vehicles keep a constant: cargo space and seating capacity.
Larger families need something that would compete with vehicles like the Chevrolet Tahoe, Ford Expedition, or Cadillac Escalade, and while the Model X was its largest offering, that is going away.
Tesla could fix this issue partially with the rollout of the Model Y L in the U.S., but only if it plans to continue offering various Model Y vehicles and expanding on its offerings with that car specifically. There have been hints toward a Cyber-inspired SUV in the past, but those hints do not seem to be a drastic focus of the company, given its autonomy mission.
Model Y Expansion Doesn’t Boost Performance, Value, or Space
You can throw all the different badges, powertrains, and range ratings on the same vehicle, it does not mean it’s going to sell better. The Model Y was already the best-selling vehicle in the world on several occasions. Adding more configurations seems to be milking it.
The true need of people, especially now that the Model X is going away, is going to be space. What vehicle fits the bill of a growing family, or one that has already outgrown the Model Y?
Not Expanding the Lineup with a New Vehicle Could Be a Missed Opportunity
The U.S. is the world’s largest market for three-row SUVs, yet Tesla’s focus on tweaking the existing Model Y ignores this. This could potentially result in the Osborne Effect, as sales of current models without capturing new customers who need more seating and versatility.
Expansions of the current Model Y offerings risk adding production complexity without addressing core demands, and given that the Model Y L is already being produced in China, it seems like it would be a reasonable decision to build a similar line in Texas.
Listening to consumers means introducing either the Model Y L here, or bringing a new, modern design to the lineup in the form of a full-size SUV.
Elon Musk
Elon Musk reiterates Tesla Optimus’ most sci-fi potential yet
Musk shared his comments in a series of posts on social media platform X.
Elon Musk recently reiterated one of the most ambitious forecasts for Tesla’s humanoid robot, Optimus, stating it could become the first real-world example of a Von Neumann machine. He also noted once more that Optimus would be Tesla’s biggest product.
Musk shared his comments in a series of posts on social media platform X.
Optimus as a von Neumann machine
In response to a post on X that pondered on sci-fi timelines becoming real, Musk wrote that “Optimus will be the first Von Neumann machine, capable of building civilization by itself on any viable planet.” In a separate post, Musk wrote that Optimus will be Tesla’s “biggest product ever,” a phrase he has used in the past to describe the humanoid robot’s importance to the electric vehicle maker.
A Von Neumann machine is a class of theoretical self-replicating systems originally proposed in the mid-20th century by the mathematician John von Neumann. In his concept, von Neumann described machines that could travel to other worlds, use local materials to create copies of themselves, and carry out large-scale tasks without outside intervention.
Elon Musk’s broader plans
Considering Musk’s comments, it appears that Optimus would eventually be capable of performing complex work autonomously in environments beyond Earth. If Optimus could achieve such a feat, it could very well unlock humanity’s capability to explore locations beyond Earth. The idea of space exploration becomes more than feasible.
Elon Musk has discussed space-based AI compute, large-scale robotic production, and the role of SpaceX’s Starship in transporting hardware and materials to other planets. While Musk did not detail how Optimus would fit with SpaceX’s exploration activities, his Von Neumann machine comments suggest he is looking at Tesla’s robotics as part of a potential interplanetary ecosystem.
News
Tesla China January wholesale sales rise 9% year-on-year
Tesla reported January wholesale sales of 69,129 China-made vehicles, as per data released by the China Passenger Car Association.
Tesla China reported January wholesale sales of 69,129 Giga Shanghai-made vehicles, as per data released by the China Passenger Car Association (CPCA). The figure includes both domestic sales and exports from Gigafactory Shanghai.
The total represented a 9.32% increase from January last year but a 28.86% decline from December’s 97,171 units.
China EV market trends
The CPCA estimated that China’s passenger new energy vehicle wholesale volume reached about 900,000 units in January, up 1% year-on-year but down 42% from December. Demand has been pressured by the start-of-year slow season, a 5% additional purchase tax cost, and uncertainty around the transition of vehicle trade-in subsidies, as noted in a report from CNEV Post.
Market leader BYD sold 210,051 NEVs in January, down 30.11% year-on-year and 50.04% month-on-month, as per data released on February 1. Tesla China’s year-over-year growth then is quite interesting, as the company’s vehicles seem to be selling very well despite headwinds in the market.
Tesla China’s strategies
To counter weaker seasonal demand, Tesla China launched a low-interest financing program on January 6, offering up to seven-year terms on select produced vehicles. The move marked the first time an automaker offered financing of that length in the Chinese market.
Several rivals, including Xiaomi, Li Auto, XPeng, and NIO, later introduced similar incentives. Tesla China then further increased promotions on January 26 by reinstating insurance subsidies for the Model 3 sedan. The CPCA is expected to release Tesla’s China retail sales and export breakdown later this month.
Tesla Model Y lineup expansion signals an uncomfortable reality for consumers
Elon Musk reiterates Tesla Optimus’ most sci-fi potential yet
