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Tesla China wholesale units dip 44% in December, though Q4 is still a strong quarter overall

Credit: Tesla Asia/Twitter

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Tesla China’s challenges in December were notable, and they were evident in the company’s performance during the month. As per recently released data from the China Passenger Car Association (CPCA), Tesla China’s wholesale figures reached 55,796 units in December, down about 44% compared to November. 

Considering that the CPCA’s figures were listed as wholesale units, the 55,796 vehicles posted for December include cars that were sold in the domestic auto market and exported to foreign territories. Interestingly enough, a breakdown of the number of vehicles that were exported and sold locally was not included by the CPCA for now. 

https://twitter.com/MoneybaII_R/status/1610928037603729408?s=20&t=1mfTayvb0i_To5eMmcCeNQ

For context, Tesla China posted an incredible 100,291 wholesale units in November 2022, which was a new record for the electric vehicle maker. December’s results were also quite interesting, as it was about 21% lower than the wholesale figures from December 2021, when the company posted 70,847 wholesale units. 

While December’s results were arguably disappointing for Tesla China, they still contributed to the electric vehicle maker’s overall figures in the fourth quarter. Thanks in no small part to Tesla China’s blockbuster November figures, Q4 2022 was still a new quarterly record for the electric vehicle maker’s China operations. 

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Considering Tesla China’s December results, it would appear that the company was able to sell 227,791 Giga Shanghai-made vehicles in Q4 2022, a growth of over 27% year-over-year and an improvement of over 20% quarter-over-quarter. With Tesla’s Q4 2022 delivery and production report revealing that the company delivered 405,278 vehicles worldwide in the fourth quarter, Tesla China effectively accounted for about 56% of the company’s global deliveries in Q4 2022. 

As per data tracked by local EV watcher CNEV Post, Tesla China appears to have sold 710,865 Giga Shanghai-made vehicles in 2022, a massive 50.26% improvement from the 473,078 vehicles that were sold in 2021. This suggests that while Tesla China had a very challenging December, the electric vehicle maker’s overall momentum in the country is still notable nonetheless. 

Don’t hesitate to contact us with news tips. Just send a message to simon@teslarati.com to give us a heads up.

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Simon is an experienced automotive reporter with a passion for electric cars and clean energy. Fascinated by the world envisioned by Elon Musk, he hopes to make it to Mars (at least as a tourist) someday. For stories or tips--or even to just say a simple hello--send a message to his email, simon@teslarati.com or his handle on X, @ResidentSponge.

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Tesla expands Unsupervised Robotaxi service to two new cities

This expansion builds directly on Tesla’s existing operations. Robotaxi has been ramping unsupervised rides in Austin for months and maintains activity in the San Francisco Bay Area.

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Credit: Tesla

Tesla has taken a major step forward in its autonomous ride-hailing ambitions.

On April 18, the company’s official Robotaxi account announced that Robotaxi service is now rolling out in Dallas and Houston, Texas. The update signals the rapid scaling of unsupervised autonomous operations in the Lone Star State.

The announcement includes a compelling 14-second video captured from inside a Model Y. Shot from the passenger perspective, the footage shows the vehicle navigating suburban roads in both cities with zero driver intervention, with no Safety Monitor to be seen.

Tesla also shared geofence maps highlighting the initial service areas: a compact zone in Houston covering parts of Willowbrook and Jersey Village, and a similarly defined area in Dallas near Highland Park and central neighborhoods.

This expansion builds directly on Tesla’s existing operations. Robotaxi has been ramping unsupervised rides in Austin for months and maintains activity in the San Francisco Bay Area.

With Dallas and Houston now live, Texas hosts three active hubs—an impressive concentration that triples the company’s Lone Star footprint in just weeks. The move aligns with Tesla’s Q4 2025 earnings guidance, which outlined a broader H1 2026 rollout across seven U.S. cities, including Phoenix, Miami, Orlando, Tampa, and Las Vegas.

Texas offers favorable regulations, high ride-share demand, and relatively straightforward suburban-to-urban driving patterns ideal for early autonomous scaling. While initial geofences appear modest—roughly 25 square miles per city—Tesla has historically expanded these zones quickly as it gathers real-world data.

Tesla confirms Robotaxi expansion plans with new cities and aggressive timeline

Unsupervised operation marks a critical milestone: passengers can summon, ride, and exit without safety drivers, a leap beyond many competitors still requiring human oversight.

For Tesla, the implications are significant. Successful scaling in major metros could accelerate the transition to a fully driverless fleet, unlocking new revenue streams and validating years of Full Self-Driving investment.

Riders gain convenient, potentially lower-cost mobility, while the company edges closer to Elon Musk’s vision of Robotaxis transforming urban transport.

As Tesla pushes into more cities this year, today’s launch in Dallas and Houston underscores its momentum. Hopefully, Tesla will be able to expand unsupervised rides to another U.S. state soon, which will mark yet another chapter in this short-but-encouraging Robotaxi story.

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Tesla is pushing Robotaxi features to owner cars with Spring Update

Tesla has quietly begun rolling out one of its most forward-looking Robotaxi-inspired features to existing customer vehicles.

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Tesla is starting to push Robotaxi features to owner cars, and the first instances are coming as the Spring 2026 Update starts to roll out.

Tesla has quietly begun rolling out one of its most forward-looking Robotaxi-inspired features to existing customer vehicles.

With the 2026 Spring Update (version 2026.14+), the rear passenger display now features a fully interactive navigation map that works while the car is driving — a capability previously reserved for Tesla Robotaxi.

Until now, Tesla’s rear displays have been largely limited to media controls, climate settings, and static route overviews. The new interactive map transforms the backseat into an active navigation hub, exactly the kind of passenger-first interface Tesla has been prototyping for its driverless fleet.

In a Robotaxi, where no one sits behind the wheel, every rider will need intuitive, real-time map access. By shipping this UI into thousands of owner cars months ahead of the Cybercab’s planned unveiling, Tesla is stress-testing the software in real-world conditions and giving loyal customers an early taste of the autonomous future.

The rollout is still in its early wave. Only a small number of vehicles have received 2026.14.1 so far, but the feature is expected to expand rapidly in the coming weeks. Owners of Model S, Model X, Model 3, Model Y, and Cybertruck are all eligible.

For buyers of the new Signature Edition Model S and X Plaid vehicles — whose deliveries begin in May — the update will likely arrive shortly after they take delivery, meaning the final chapter of Tesla’s flagship lineup will ship with cutting-edge Robotaxi preview tech baked in.

Elon Musk has long emphasized that Tesla ships supporting infrastructure well before new products launch. This rear-map rollout is a textbook example of that philosophy — quietly preparing both the software and the customer base for a world of fully driverless rides.

While the interactive map may seem like a modest convenience upgrade on the surface, its deeper purpose is unmistakable. Tesla is using its massive installed base of vehicles as a proving ground for the exact passenger experience that will define the Robotaxi era.

For current owners, it’s a free preview of tomorrow’s mobility; for the company, it’s invaluable data and real-world validation before the Cybercab hits the streets.

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Tesla Cybertruck sales bolstered by bold Musk move, report claims

If accurate, that means nearly one in every five Cybertrucks registered in the quarter was transferred internally within Musk’s business empire. The purchases, valued at more than $100 million, have continued into 2026.

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Credit: Cybertruck | X

A new report from Bloomberg claims Tesla Cybertruck sales were inflated by internal buyers, meaning companies owned by CEO Elon Musk, and most notably, SpaceX.

According to a new registration data analysis, a significant portion of the fourth quarter’s Cybertruck sales came from Musk companies.

In the fourth quarter of 2025, 7,071 Cybertrucks were registered in the United States. SpaceX, Musk’s rocket and satellite company, accounted for 1,279 of those vehicles—more than 18 percent of the total. Musk’s additional ventures, including xAI, the Boring Company, and Neuralink, acquired another 60 trucks during the same period.

Tesla Cybertruck just won a rare and elusive crash safety honor

If accurate, that means nearly one in every five Cybertrucks registered in the quarter was transferred internally within Musk’s business empire. The purchases, valued at more than $100 million, have continued into 2026.

These internal sales supplemented the Cybertruck’s overall performance for the quarter, as without them, sales would have plunged 51 percent. The vehicle, which has repeatedly been called “the best product Tesla has ever made,” has fallen short of expectations due to pricing.

When first unveiled back in 2019, Tesla had a $39,990, $49,990, and $69,990 configuration for sale. Those prices inflated significantly as the truck was not released to customers until 2023. Those who had placed orders for affordable configurations were priced out.

Sam Fiorani, VP of Global Vehicle Forecasting at AutoForecast Solutions, said, “Tesla is running out of buyers for the Cybertruck.” In reality, there are probably a lot of buyers, but they simply cannot afford the truck at its current price point.

The Cybertruck was supposed to broaden Tesla’s appeal beyond its core lineup of sleek sedans and SUVs. While it has done a lot for brand notoriety, it has not lived up to its monumental expectations, and it’s simply because the truck has not been as available as most had thought.

The truck is still the best-selling electric pickup in the country, outpacing rivals like the Ford F-150 Lightning and Chevrolet Silverado EV. It is also not uncommon for companies to use their own vehicles for internal operations, like Ford using its own Transit van for Mobile Service.

However, this much inventory of Cybertrucks being purchased by Musk’s companies is not what you love to see as a fan or investor.

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