News
Tesla China sells 64,285 wholesale in July, a 31.38% month-over-month decline
Data released by the China Passenger Car Association (CPCA) has revealed that Tesla China sold a total of 64,285 Gigafactory Shanghai-made vehicles in July 2023. The number includes vehicles that were sold in the domestic market and exported abroad.
Tesla China’s July 2023 wholesale results represent a 127.82% year-over-year increase from the 28,217 vehicles that were sold in the same month last year. It does, however, also represent a notable 31.38% decline from the 93,680 vehicles that were sold in June 2023. It also represented the lowest monthly wholesale results from Tesla China this year so far.Â
For context, Tesla China’s wholesale figures were listed at 66,051 for January 2023, 74,402 for February 2023, 88,869 for March 2023, 75,842 for April 2023, 77,695 for May 2023, and an impressive 93,680 for June 2023. Considering these results, it would appear that Tesla China has sold 540,824 Giga Shanghai-made vehicles in the January to July 2023 period. This represents a 67.45% improvement year-over-year, as per data tracked by CNEV Post.Â
In comparison, China-based automaker BYD, which leads the country in sales of New Energy Vehicles (NEVs), posted a 61% year-over-year increase to 261,105 vehicles in July 2023, 18,169 of which were exported to foreign territories. It should be noted, however, that BYD’s NEVs include hybrid vehicles, which are still equipped with a combustion engine. Considering these results, Tesla is a distant second to BYD in July.Â
Tesla Gigafactory Shanghai is the electric vehicle maker’s largest factory by volume. While the facility only produces the Model 3 sedan and the Model Y crossover, it currently has an estimated annual output of over 750,000 vehicles, as per Tesla’s Q2 2023 Update Letter. In comparison, the Fremont Factory, Tesla’s oldest plant that produces the entire S3XY lineup, is estimated to have an annual capacity of 650,000 vehicles.Â
Overall, China’s wholesale results for New Energy Vehicles were estimated at 750,000 units in July 2023. That’s up 34% year-over-year, but 1% down compared to June 2023, as per data from the CPCA. The country, which is currently the world’s largest market for electric cars, is estimated to see around 8.5 million New Energy Vehicle sales this year.
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Elon Musk
Tesla says texting and driving capability is coming ‘in a month or two’
“In the next month or two, we’re going to look at the safety statistics, but we’re going to allow you to text and drive, essentially.”
Tesla CEO Elon Musk said that within the next month or two, the company will be able to open the ability for people to text and drive because its Full Self-Driving suite will be robust enough to allow drivers to take their attention away from the road.
In its current state, Tesla Full Self-Driving is a supervised driver assistance suite that requires the vehicle operator to maintain control of the vehicle and pay attention to the road surroundings.
However, the company has been aiming to release a fully autonomous version of the Full Self-Driving suite for years, teasing its future potential and aiming to release a Level 5 suite as soon as possible.
CEO Elon Musk believes the company is on the cusp of something drastic, according to what he said at yesterday’s Annual Shareholder Meeting.
One thing Musk hinted at was that the company should be able to allow those sitting in the driver’s seat of their cars to text and drive “in the next month or two,” as long as the statistics look good.
He said:
“In the next month or two, we’re going to look at the safety statistics, but we’re going to allow you to text and drive, essentially.”
The company recently transitioned to its v14 Full Self-Driving suite, which is its most robust to date, and recently expanded to Cybertruck, completing its rollout across the vehicle lineup.
Currently, Tesla is running v14.1.5, and when major improvements are made, that second number will increase, meaning v14.2 will be the next substantial improvement.
Musk said that v14.3 will be when you can “pretty much fall asleep and wake up at your destination.”
🚨🚨 Elon Musk says Tesla Full Self-Driving v14.3 will be when you can “pretty much fall asleep and wake up at your destination.”
We are on v14.1 currently đź‘€ pic.twitter.com/KMkWh5Qa7T
— TESLARATI (@Teslarati) November 6, 2025
We’ve heard a considerable amount of similar statements in the past, and Tesla owners have been conditioned to take some of these timeframes with autonomous driving with a grain of salt.
However, with the upgrades in FSD over the past few months, especially with the rollout of Robotaxi in Austin, which does not utilize anyone in the driver’s seat for local roads, it does not seem as if autonomy is that far off for Tesla.
News
Tesla Semi undergoes major redesign as dedicated factory preps for deliveries
The Semi has been one of the most anticipated products in the Tesla lineup due to the disruption it could cause in the trucking industry.
Tesla put its all-electric Semi truck through quite a major redesign as its dedicated factory for the vehicle is preparing for initial deliveries to the public starting next year.
The Semi has been one of the most anticipated products in the Tesla lineup due to the disruption it could cause in the trucking industry.
It has already been in numerous pilot programs for some pretty large companies over the past couple of years, PepsiCo. being one of them, and it is moving toward first deliveries to other companies sometime in 2026.
Yesterday at the 2025 Annual Shareholder Meeting, Tesla unveiled its new Semi design, which underwent a pretty significant facelift to match the aesthetic and vibe of the other vehicles in the company’s lineup.
Additionally, Tesla announced some other improvements, including changes to efficiency, and some other changes that we did not get details on yet.
The first change was to the design of the Semi, as Tesla adopted its blade-like light bar for the Class 8 truck, similar to the one that is used on the new Model Y and the Cybertruck:

There also appear to be a handful of design changes that help with aerodynamics, as its efficiency has increased to 1.7 kWh per mile.
Tesla also said it has an increased payload capability, which will help companies to haul more goods per trip.
All of these changes come as the company’s Semi Factory, which is located on the same property as its Gigafactory in Reno, Nevada, is just finishing up. In late October, it was shown that the Semi facility is nearly complete, based on recent drone imagery from factory observer HinrichsZane on X:
The factory will be capable of producing about 50,000 Tesla Semi units annually when it is completely ramped. The company has major plans to help get the Semi in more fleets across the United States.
Other entities are also working to develop a charging corridor for electric Class 8 trucks. The State of California was awarded $102 million to develop a charging corridor that spans from Washington to Southern California.
Another corridor is being developed that spans from Southern California to Texas, and 49 applicants won $636 million from the Department of Transportation for it.
Tesla requested funding for it, but was denied.
The Semi has been a staple in several companies’ fleets over the past few years, most notably that of Frito-Lay and PepsiCo., who have reported positive experiences thus far.
Musk said last year that the Semi had “ridiculous demand.”
News
Tesla Cybercab production starts Q2 2026, Elon Musk confirms
Elon Musk highlighted that the fully autonomous vehicle will be the first Tesla designed specifically for unsupervised self-driving.
Tesla CEO Elon Musk confirmed that production of the company’s autonomous Cybercab will begin in April 2026, and its production targets will be quite ambitious.
Speaking at Tesla’s 2025 Annual Shareholder Meeting, Musk highlighted that the fully autonomous vehicle will be the first Tesla designed specifically for unsupervised self-driving.
A robotaxi built for an autonomous world
Musk described the Cybercab as a clean-slate design optimized for autonomy, with no steering wheel, pedals, or side mirrors. “It’s very much optimized for the lowest cost per mile in an autonomous mode,” Musk said, adding that every Tesla produced in recent years already carries the hardware needed for full self-driving.
The Cybercab will be assembled at Giga Texas and will serve as the company’s flagship entry into the commercial robotaxi market. Musk emphasized that the project represents Tesla’s next evolutionary step in combining vehicle manufacturing, artificial intelligence, and mobility services.
One Cybercab every ten seconds
Musk reiterated that the Cybercab’s production process is more closely modeled on consumer electronics assembly than on traditional automotive manufacturing. This should pave the way for outputs that far exceed conventional automotive products.
“That production is happening right here in this factory, and we’ll be starting production in April next year. The manufacturing system is unlike any other car. The manufacturing system of the Cybercab, it’s closer to a high volume consumer electronics device than it is a car manufacturing line. So the net result is that I think we should be able to achieve, I think, ultimately, less than a 10-second cycle time, basically a unit every 10 seconds.
“What that would mean is you could get on a line that would normally produce, say, 500,000 cars a year at a one minute cycle time, Model Y. This would be maybe as much as 2 million or 3 million, maybe ultimately it’s theoretically possible to achieve a 5 million unit production line if you can get to the 5-second cycle time,” the CEO said.
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