Tesla has launched subscriptions for Enhanced Autopilot (EAP) in China, as many expect that the company could soon launch its Full Self-Driving (FSD) in the country.
On Friday, multiple sources reported that Tesla launched two subscription options for EAP in China, including the options for 699 yuan (~$98) a month, or 1,399 yuan (~$197) for a three-month option. The news comes after Tesla China began offering free trials of EAP as a sales incentive in February, adding to recent rumors that the company may be nearing a launch of its FSD in the market.
Tesla currently also offers EAP in China for a one-time purchase of 32,000 yuan (~$4,509), as can be seen on the company’s order configurator.
NEWS: Tesla has launched Enhanced Autopilot subscriptions in China.
• 699 yuan/month ($99 USD)
• 1,399 yuan for 3 months ($66 USD/month) pic.twitter.com/Js2NYbI79F— Sawyer Merritt (@SawyerMerritt) April 27, 2024
In China, EAP offers auto-steering, auto lane change, and navigate on Autopilot, and it’s expected to eventually add smart summons and automatic parking options.
The EAP subscription launch follows Tesla’s recently apparent strategic shift toward FSD, with the company dropping the price of the software in North America and absorbing EAP with it. In addition, Tesla is expected to unveil an upcoming robotaxi platform in August, and multiple reports over the past few years have suggested that Tesla has been working toward launching FSD in China.
Earlier this week, during Tesla’s Q1 2024 earnings call, CEO Elon Musk highlighted the company’s plans to eventually launch FSD in other countries, including China.
“So, the thing about the end-to-end neural net-based autonomy is that just like a human, it actually works pretty well without modification in almost any market,” Musk said. “So, we plan on, with the approval of the regulators, releasing it as a supervised autonomy system in any market that, where we can get regulatory approval for that, which we think includes China.”
“So, yes. It’s just like a human, you can go rent a car in a foreign country and you can drive pretty well. Obviously, if you live in that country, you’ll drive better. And so, we’ll make the car drive better in these other countries with country-specific training. But it can drive quite well almost everywhere.”
CFO Vaibhav Taneja also followed up with a few more words on Tesla’s plans to launch FSD in other markets like China:
“There are some road rules that they need to follow. Like in China, you shouldn’t cross over a solid line to do a lane change. In the U.S., it’s a recommendation, I think. In China, you get fined heavily if you do that,” Taneja added. “We have to do some more actions, but it’s mostly smaller actons. It’s not like the entire change of stack or something like that.”
Tesla gives first look at Robotaxi-powered ride-hailing service app
What are your thoughts? Let me know at zach@teslarati.com, find me on X at @zacharyvisconti, or send us tips at tips@teslarati.com.
Elon Musk
Elon Musk estimates Tesla Semi could reach Europe next year
“We’ve got the Tesla Semi coming out, the heavy truck, and that’ll be going to Europe hopefully next year,” Musk said.
Tesla is preparing to expand its all-electric Semi truck program to Europe, with CEO Elon Musk indicating that the Class 8 vehicle could arrive in the region 2027.
Musk shared his update during an interview about Giga Berlin with plant manager André Thierig, which was posted on X by the official Tesla Manufacturing account.
“We’ve got the Tesla Semi coming out, the heavy truck, and that’ll be going to Europe hopefully next year,” he said.
Tesla has already begun limited production and customer deployments of the Tesla Semi in the United States, with the company working to scale output through the Semi factory near Giga Nevada. Considering Musk’s comments, it appears that a European rollout would be the next phase of the vehicle’s expansion beyond North America.
Musk’s use of the word “hopefully” leaves room for flexibility, but the remark signals that Europe is next in Tesla’s commercial expansion plans.
Musk has consistently argued that electrification should extend beyond passenger vehicles. During the same interview, he reiterated his view that “all ground transport should be electric,” adding that ships, and eventually aircraft, would follow.
The Semi plays a central role in that strategy. Heavy-duty freight remains one of the most emissions-intensive segments of road transport, and European regulators have increasingly pushed for lower-emission commercial fleets.
Tesla recently refreshed the Semi lineup on its official website, listing two variants: Standard and Long Range. The Standard trim offers up to 325 miles of range with an energy consumption rating of 1.7 kWh per mile, while the Long Range version provides up to 500 miles, which should be more than ample for European routes.
Elon Musk
Tesla Cybercab coming next to Giga Berlin, Optimus possibly after
“From a next major product standpoint, I think most likely is the Tesla Cybercab,” Musk said.
Tesla could add the Cybercab and Optimus humanoid robot to the production lineup at Giga Berlin, as per recent comments from CEO Elon Musk.
During a recent interview with Giga Berlin plant manager André Thierig, Musk identified the Cybercab as the most likely next major product for the German factory, with Optimus potentially following after.
“From a next major product standpoint, I think most likely is the Tesla Cybercab,” Musk said. He added that there are also “possibilities of Tesla Optimus” being produced in the facility.
Tesla has already begun production of the Cybercab in Giga Texas, with volume production expected to ramp this year. Based on Musk’s comments, it appears that if conditions align in Europe, Giga Berlin could eventually join that effort.
The CEO’s comments about Optimus coming to Gigafactory Berlin are quite unsurprising too considering that Musk has mentioned in the past that the humanoid robot will likely be Tesla’s highest volume product in the long run.
Giga Berlin will likely be able to produce mass volumes of Optimus, as the Model S and Model X lines being converted to an Optimus line in the Fremont Factory are already expected to produce 1 million units of the humanoid robot annually.
Apart from his comments about the Cybercab and Optimus, Elon Musk also confirmed that Giga Berlin has started ramping battery cell production and will continue expanding Model Y output, particularly as supervised Full Self-Driving (FSD) gains regulatory approvals in Europe.
Taken together, the remarks suggest Berlin’s role could evolve beyond vehicle assembly into a broader multi-product manufacturing hub, not just a regional Model Y plant.
Energy
Tesla Powerwall distribution expands in Australia
Inventory is expected to arrive in late February and official sales are expected to start mid-March 2026.
Supply Partners Group has secured a distribution agreement for the Tesla Powerwall in Australia, with inventory expected to arrive in late February and official sales beginning in mid-March 2026.
Under the new agreement, Supply Partners will distribute Tesla Powerwall units and related accessories across its national footprint, as noted in an ecogeneration report. The company said the addition strengthens its position as a distributor focused on premium, established brands.
“We are proud to officially welcome Tesla Powerwall into the Supply Partners portfolio,” Lliam Ricketts, Co-Founder and Director of Innovation at Supply Partners Group, stated.
“Tesla sets a high bar, and we’ve worked hard to earn the opportunity to represent a brand that customers actively ask for. This partnership reflects the strength of our logistics, technical services and customer experience, and it’s a win for installers who want premium options they can trust.”
Supply Partners noted that initial Tesla Powerwall stock will be warehoused locally before full commercial rollout in March. The distributor stated that the timing aligns with renewed growth momentum for the Powerwall, supported by competitive installer pricing, consumer rebates, and continued product and software updates.
“Powerwall is already a category-defining product, and what’s ahead makes it even more compelling,” Ricketts stated. “As pricing sharpens and capability expands, we see a clear runway for installers to confidently spec Powerwall for premium residential installs, backed by Supply Partners’ national distribution footprint and service model.”
Supply Partners noted that a joint go-to-market launch is planned, including Tesla-led training for its sales and technical teams to support installers during the home battery system’s domestic rollout.
Elon Musk estimates Tesla Semi could reach Europe next year
Tesla Cybercab coming next to Giga Berlin, Optimus possibly after
