News
Tesla Model S, X with “Hardware 3” for Full Self-Driving now in production, inventory codes indicate
Tesla has begun producing Model X and Model S vehicles with the latest Autopilot hardware to support Full Self-Driving capabilities. Dubbed “HW3”, the new hardware is Tesla’s next iteration of its semi-autonomous driving-assist feature that includes Navigate on Autopilot, Advanced Summon, Auto Lane Change, Autopark, and the ability to respond to traffic lights.
Looking at the source code behind Tesla’s New Inventory site, we’re able to see that recently produced Model S and Model X with Autopilot have been given an “APH4” options code, signifying that these vehicles are equipped with the latest Full Self-Driving hardware. Tesla uses the option code sequence “APHx” to denote the type of Autopilot hardware installed in its vehicles. APH2 indicates HW2 and APH3 = HW2.5 (Autopilot 2.5). Thus, APH4 is HW3.
Here’s a side-by-side comparison of two 2019 Model S with and without the new Hardware 3 for Autopilot.
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- 2019 Tesla Model S with Hardware 2.5 (2019 Tesla Model S with “Hardware 3” (APH3)
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- 2019 Tesla Model S with “Hardware 3” (APH4)
Source: Tesla New Inventory listing
The tip comes to us from Tesla Info and Inventory, a web site which compiles inventory data for Tesla vehicles around the world, noted that internal vehicle “option codes” indicated a change from Hardware 2.5 to Hardware 3. The site pulls source data directly from Tesla’s car listing pages and analyzes the “config” data embedded in the HTML to determine this information.
This discovery aligns with the schedule for the HW3 installs previously set forth by Tesla CEO Elon Musk. Last October, Musk estimated a 6-month wait before the the new chips would be installed in all new production cars, meaning an April showing.
~6 months before it is in all new production cars. No change to sensors. This is simple replacement of the Autopilot computer. Will be done free of charge for those who ordered full self-driving.
— Elon Musk (@elonmusk) October 16, 2018
Musk has touted HW3 as the “world’s most advanced computer designed specifically” for the purpose of self-driving functionality, with Tesla holding a notable lead in the field overall. “If you add everyone else up combined, they’re probably 5% — I’m being generous — of the miles that Tesla has. And this difference is increasing,” Musk said in Tesla’s 2018 Q4 earnings call.
For vehicles without HW3 installed at the time of manufacture, Musk has stressed the simplicity of the upgrade process in Tesla’s 2018 Q2 earnings call. “We take out one computer and plug in the next. That’s it. All the connectors are compatible and you get an order of magnitude, more processing and you can run all the cameras at primary full resolution with the complex neural net.”
The simple upgrade to HW3 does require Tesla cars to have HW2 as the equipment needed for its functionality was included in those vehicles. The software uses an array of 8 cameras, 12 ultrasonic sensors, and a forward-facing radar paired with Tesla’s vision and neural net system.
The first features of the Full Self-Driving suite were included in the Version 9 software released in October. “Navigate on Autopilot”, an active guidance feature with Autosteer for highway driving (with driver supervision) came soon after with the release of HW2.5. Improvement in performance from software Version 8.1. to 9.0 was increased by about 400% in useful operations per second; however, the difference between V9.0 and HW3 will make a difference of 500-2000%, according to Musk. Tesla has been releasing iterative over-the-air updates over the last year in preparation for the coming HW3 and complete FSD capabilities.
The current iteration of Tesla’s FSD capabilities includes core highway navigation, autopark, and Summon for car retrieval in parking lots. Recognition of traffic signs and signals as well as city street driving are expected to be coming later this year.
Now that HW3 is on its way to current and future Tesla customers, Full Self-Driving certainly feels right around the corner. However, the biggest obstacle to full implementation still sits on the regulation side, a time-consuming yet necessary part of the consumer vehicle industry, especially when a company is handing over responsibility to a computer. Tesla’s Autopilot page still references full self-driving capabilities as something “in the future” that may happen after regulatory approval which “may take longer in some jurisdictions.”
Tesla’s dominance in the all-electric market will most likely work in its favor to overcome the legal hurdles in the way of autonomous driving. As sales continue to rise with the growing number of customers now able to meet more affordable price points, Tesla will keep accumulating useful data to hone its FSD software and make the case for its much-safer-than-humans capabilities. Other companies may have long been battling the same regulatory demons Tesla is now up against, but the electric car was also “killed off” prior to their very influential arrival on the market. In “Musk World”, there is improbable, but not often impossible.
Investor's Corner
Tesla (TSLA) Q4 and FY 2025 earnings results
Tesla’s Q4 and FY 2025 earnings come on the heels of a quarter where the company produced over 434,000 vehicles, delivered over 418,000 vehicles, and deployed 14.2 GWh of energy storage products.
Tesla (NASDAQ:TSLA) has released its Q4 and FY 2025 earnings results in an update letter. The document was posted on the electric vehicle maker’s official Investor Relations website after markets closed today, January 28, 2025.
Tesla’s Q4 and FY 2025 earnings come on the heels of a quarter where the company produced over 434,000 vehicles, delivered over 418,000 vehicles, and deployed 14.2 GWh of energy storage products.
For the Full Year 2025, Tesla produced 1,654,667 and delivered 1,636,129 vehicles. The company also deployed a total of 46.7 GWh worth of energy storage products.
Tesla’s Q4 and FY 2025 results
As could be seen in Tesla’s Q4 and FY 2025 Update Letter, the company posted GAAP EPS of $0.24 and non-GAAP EPS of $0.50 per share in the fourth quarter. Tesla also posted total revenues of $24.901 billion. GAAP net income is also listed at $840 million in Q4.
Analyst consensus for Q4 has Tesla earnings per share falling 38% to $0.45 with revenue declining 4% to $24.74 billion, as per estimates from FactSet. In comparison, the consensus compiled by Tesla last week forecasted $0.44 per share on sales totaling $24.49 billion.
For FY 2025, Tesla posted GAAP EPS of $1.08 and non-GAAP EPS of $1.66 per share. Tesla also posted total revenues of $94.827 billion, which include $69.526 billion from automotive and $12.771 billion from the battery storage business. GAAP net income is also listed at $3.794 billion in FY 2025.
Below is Tesla’s Q4 and FY 2025 update letter.
TSLA-Q4-2025-Update by Simon Alvarez
Tesla has rolled out a new Supercharging safety feature in the United States, one that will answer concerns that some owners may have if they need to leave in a pinch.
It is also a suitable alternative for non-Tesla chargers, like third-party options that feature J1772 or CCS to NACS adapters.
The feature has been available in Europe for some time, but it is now rolling out to Model 3 and Model Y owners in the U.S.
With Software Update 2026.2.3, Tesla is launching the Unlatching Charge Cable function, which will now utilize the left rear door handle to release the charging cable from the port. The release notes state:
“Charging can now be stopped and the charge cable released by pulling and holding the rear left door handle for three seconds, provided the vehicle is unlocked, and a recognized key is nearby. This is especially useful when the charge cable doesn’t have an unlatch button. You can still release the cable using the vehicle touchscreen or the Tesla app.”
The feature was first spotted by Not a Tesla App.
This is an especially nice feature for those who commonly charge at third-party locations that utilize plugs that are not NACS, which is the Tesla standard.
For example, after plugging into a J1772 charger, you will still be required to unlock the port through the touchscreen, which is a minor inconvenience, but an inconvenience nonetheless.
Additionally, it could be viewed as a safety feature, especially if you’re in need of unlocking the charger from your car in a pinch. Simply holding open the handle on the rear driver’s door will now unhatch the port from the car, allowing you to pull it out and place it back in its housing.
This feature is currently only available on the Model 3 and Model Y, so Model S, Model X, and Cybertruck owners will have to wait for a different solution to this particular feature.
News
LG Energy Solution pursuing battery deal for Tesla Optimus, other humanoid robots: report
Optimus is expected to be one of Tesla’s most ambitious projects, with Elon Musk estimating that the humanoid robot could be the company’s most important product.
A recent report has suggested that LG Energy Solution is in discussions to supply batteries for Tesla’s Optimus humanoid robot.
Optimus is expected to be one of Tesla’s most ambitious projects, with Elon Musk estimating that the humanoid robot could be the company’s most important product.
Humanoid robot battery deals
LG Energy Solution shares jumped more than 11% on the 28th after a report from the Korea Economic Daily claimed that the company is pursuing battery supply and joint development agreements with several humanoid robot makers. These reportedly include Tesla, which is developing Optimus, as well as multiple Chinese robotics companies.
China is already home to several leading battery manufacturers, such as CATL and BYD, making the robot makers’ reported interest in LG Energy Solution quite interesting. Market participants interpreted the reported outreach as a signal that performance requirements for humanoid robots may favor battery chemistries developed by companies like LG.
LF Energy Solution vs rivals
According to the report, energy density is believed to be the primary reason humanoid robot developers are evaluating LG Energy Solution’s batteries. Unlike electric vehicles, humanoid robots have significantly less space available for battery packs while requiring substantial power to operate dozens of joint motors and onboard artificial intelligence processors.
LG Energy Solution’s ternary lithium batteries offer higher energy density compared with rivals’ lithium iron phosphate (LFP) batteries, which are widely used by Chinese EV manufacturers. That advantage could prove critical for humanoid robots, where runtime, weight, and compact packaging are key design constraints.
Tesla (TSLA) Q4 and FY 2025 earnings results
Tesla rolls out new Supercharging safety feature in the U.S.
