Tesla China is recalling 36,126 Model S and Model X vehicles as touchscreen issues have required the company to replace an eMMC chip that could affect some safety functions. A new filing from China’s State Administration for Market Regulation revealed the issue earlier today.
“Starting from February 5, 2021, some imported Model S vehicles with a production date between September 18, 2013, and February 20, 2018, will be recalled, totaling 20,428 vehicles; the recall will be between March 12, 2016, and 2018. Part of the imported Model X vehicles during the period of February 16, 2015, totaled 15,698,” the filing says.
Earlier this week, Tesla also recalled nearly 135,000 Model S and Model X vehicles from a nearly identical time frame after the National Highway Traffic Safety Administration (NHTSA) requested the automaker recall vehicles that were affected by eMMC controller failures. Tesla agreed to recall 134,951 Model S sedans built from 2012 to 2018 and Model X SUVs built from 2016 to 2018. The affected vehicles will be serviced starting on March 30, 2021, at no cost to the owners.
Tesla agrees to recall 134,951 Model S and X vehicles after request from NHTSA
Tesla told the NHTSA that the eMMC chips “will inevitably fail,” due to regular use of the vehicle. Car parts break after routine use, and Tesla maintains that this is just a normal “wearing out” of one part of the car.
The failure of the chip can cause a lapse in some safety features, including backup cameras and defrosting controls. Additionally, navigation, entertainment settings, and other vehicle features can all be affected by eMMC failure as well.
Tesla will replace the 8GB eMMC memory devices with a more powerful 64 GB version, the document says.
“Tesla Motors (Beijing) Co., Ltd. will upgrade the eMMC multimedia memory card on the recalled vehicle from 8GB to 64GB for free by replacing the visual computing module in the central display, and ensure that the vehicle is installed with version 2020.48.12 or later Software to eliminate security risks.”
China has been a major point of focus for Tesla, although the Model S and Model X vehicles are not produced in the country. Tesla’s Giga Shanghai production facility currently only builds Model 3 and Model Y vehicles, but the company plans to expand its selection of vehicles after announcing that it was hiring a Design Director for the Chinese market in January 2021.
Affected users will be notified in the form of registered mail or by email. Tesla Service Centers will also contact relevant owners to arrange for an appointment where the issue can be resolved.
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Why Tesla’s Q4 performance could shock many after incredible Q3
There is still some residual impact to be felt as we enter Q4, and there is a potential shock coming to many investors as it could be stronger than what many think:

Tesla reported vehicle deliveries and energy deployments for the third quarter of 2025 today, blowing analyst estimations from Wall Street firms completely out of the water with its strongest three-month performance in company history.
The strong performance, which resulted in nearly half a million vehicle deliveries in the quarter, was largely driven by the momentum of the EV tax credit, which expired at the end of September, marking the end of the $7,500 discount that was previously available.
Tesla hits record vehicle deliveries and energy deployments in Q3 2025
This was a massive contributor to Tesla’s record-high in vehicle deliveries, as consumers rushed to take advantage of the credit.
There is still some residual impact to be felt as we enter Q4, and there is a potential shock coming to many investors as it could be stronger than what many think:
EV Tax Credit Deliveries Will Continue Through Q4
Despite the credit’s expiration, people will still be able to take advantage of it because the IRS changed the rules mid-quarter.
Prospective buyers can utilize the credit after September 30 if they place an order for an EV and make a marginal payment on the car.
Tesla’s $250 order deposit qualified as the marginal payment, so as long as the order was submitted before the end of the day on September 30, they could still take delivery in Q4 or even Q1 and still take advantage of the credit.
With the Model Y Performance launching in the U.S. on September 30, that undoubtedly contributed to some orders. However, there are likely many people who ordered in the latter portion of Q3 and have not yet taken delivery. These will all contribute to Q4 delivery figures.
Seasonal Holiday Boost
Tesla traditionally has its strongest quarters in Q4, as the company typically introduces initiatives such as price cuts, incentives, and other offers to close out the year strong.
Car buyers are more likely to jump at these offers as well, as gifts for either themselves or others. What Tesla does in the final quarter of the year is usually boosted by whatever types of offers it can make.
Affordable Model Production Ramp
Tesla is likely preparing for the launch of its affordable model, which is essentially a stripped-down Model Y.
Some rumors have been circulating within the community, indicating that the company is nearing the sale of this vehicle, which is coded within Tesla’s website as the “Model Y Standard.”
🚨 Looks like some coding was found on Tesla’s website that seems to hint the affordable Model Y is coming:
-Named “Model Y Standard”
-$39,990 starting priceInitial thoughts: this is completely unconfirmed, but was really hoping Tesla would get this closer to $30,000 https://t.co/RDR0ypQHB3
— TESLARATI (@Teslarati) October 1, 2025
If Tesla is able to lock in some good pricing on its affordable model, Tesla could see its quarterly figures return to QoQ growth, something that the company has not had in a few years.
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Tesla hits record vehicle deliveries and energy deployments in Q3 2025
As per Tesla’s Q3 2025 vehicle delivery and production report, the bulk of the company’s numbers came from its mass-market lineup.

Tesla (NASDAQ:TSLA) reported record-breaking results for the third quarter of 2025, producing 447,450 vehicles and delivering 497,099 units worldwide.
The company also deployed 12.5 GWh of energy storage products, setting a new record in its fast-growing energy business.
Model 3/Y domination
As per Tesla’s Q3 2025 vehicle delivery and production report, the bulk of the company’s numbers came from its mass-market lineup. The Model 3 sedan and Model Y crossover accounted for 435,826 units produced and 481,166 delivered in the quarter. This is quite impressive considering that both the Model 3 and Model Y are still premium-priced vehicles with numerous competitors that are significantly more affordable.
Other models, including the Model S, Model X, and Cybertruck, contributed 11,624 vehicles produced and 15,933 delivered. Beyond vehicles, Tesla’s energy business posted its best quarter to date, deploying 12.5 GWh of storage systems.
Q3 2025 earnings call date
Tesla’s third-quarter results are extremely impressive, and they exceed Wall Street’s estimates by a significant margin. As per Benchmark analyst Mickey Legg, who had a delivery estimate of 442,000 vehicles in Q3, Wall Street consensus was at 448,000 units. Even more optimistic analysts estimated that Tesla would only post deliveries in the mid-460,000s.
Investors will gain further insight later this month when Tesla reports full financials for the quarter. The company will release Q3 2025 earnings after market close on October 22, followed by a Q&A webcast at 4:30 p.m. Central Time.
Elon Musk
Elon Musk is halfway towards becoming the world’s first trillionaire
Musk’s fortune remains heavily tied to Tesla, which has rallied nearly 100% since April.

Elon Musk has reached a new milestone by becoming the first individual in history to achieve a net worth of $500 billion. Forbes’ Real-Time Billionaires tracker confirmed the record Wednesday afternoon after Tesla stock gained nearly 4%, adding an estimated $9.3 billion to Musk’s net worth in a single day.
He now sits more than $150 billion ahead of Oracle co-founder Larry Ellison, whose net worth also stands at a very impressive $350 billion.
Tesla stock leads wealth surge
Musk’s fortune remains heavily tied to Tesla, which has rallied nearly 100% since April, when the CEO announced he would step back from outside roles to focus more on the EV maker. The company’s market capitalization is back within 10% of its all-time peak, lifting the value of Musk’s 12% stake to about $191 billion.
Beyond this, his 2018 compensation package, which was rescinded by a Delaware judge last year but is still under appeal, could unlock additional stock worth more than $130 billion if reinstated, Forbes noted. Investors see Musk’s refocused leadership as a stabilizing force for Tesla as it pursues ambitious global growth. Tesla has also proposed a new compensation plan for Musk that could bring the company’s market cap to $8.5 trillion and add an additional $900 billion to the CEO’s net worth.
SpaceX and xAI boost portfolio value
While Tesla drives much of his wealth, Musk’s stakes in SpaceX and xAI have added significant upside to his net worth. SpaceX, his private rocket company, recently hit a $400 billion valuation in a private tender offer, valuing Musk’s 42% stake at $168 billion. Meanwhile, xAI Holdings, which merged with social platform X earlier this year, is worth an estimated $113 billion, giving Musk another $60 billion on paper.
These ventures, combined with Tesla’s resurgence, have pushed Musk’s net worth past the half-trillion-dollar mark and highlighted his reach across multiple industries, from clean energy to space, artificial intelligence, brain implants, and tunneling.
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