News
Tesla China sees Q3 2024’s second-highest new vehicle registrations so far
Tesla China saw 15,600 new vehicle registrations in the week of September 9-15, 2024. The numbers represent a 3.7% decrease over the company’s results in the week ending September 8, which saw 16,200 registrations.
Tesla does not report its weekly sales figures in the domestic Chinese market, though a general idea of the company’s overall performance can be inferred through new vehicle registrations. Fortunately, these registrations are closely tracked by industry watchers. Some automakers like Li Auto have also taken it upon themselves to share China’s vehicle registration data on a regular basis.
$TSLA ??
BREAKING: Tesla China insured units
< Sep 2024 >
(26)-1 : 14,400
2-8 : 16,200
9-15 : 15,600
Tesla China surpassed last year's sales! It's a completely strong Q3! pic.twitter.com/fPQCfsjtna— Tsla Chan (@Tslachan) September 19, 2024
And as per Li Auto’s recent data, Tesla China saw 15,600 registrations in the week ending September 15. These results represent the second-highest number of new vehicle registrations in Q3 2024 so far. Industry watchers have also noted that as of the end of the previous week, Tesla China’s YTD registrations are already up 1.9% year-over-year.
Tesla China has been seeing a lot of momentum with its local vehicle registrations this quarter so far. In the week ending September 1, Tesla saw 14,400 new vehicle registrations, and in the week ending September 8, the electric vehicle maker saw 16,200 new vehicle registrations. Tesla also sold 63,456 vehicles in China in August, the highest month this 2024 so far.
China reports 15.6k Tesla registrations for the week of September 9-15. ??
The quarter is +26.0% QoQ, +20.3% YoY and +4.6% vs. 23Q4 the best quarter after 11 weeks. YTD is at +1.9% YoY. Second highest week of the quarter. pic.twitter.com/UPpZAsGi4q— Roland Pircher (@piloly) September 19, 2024
Provided that Tesla China maintains its momentum in the next two weeks, Q3 2024 could prove to be a solid quarter for the electric vehicle maker. This bodes well for CEO Elon Musks’ goal of exceeding Tesla’s 2023 global deliveries this year. For context, Tesla delivered a total of 1,808,581 vehicles in full year 2023.
Tesla has so far delivered 830,776 vehicles between Q1 2024 and Q2 2024 worldwide. In China, about 388,000 vehicles were sold in the domestic market between January and August. Needless to say, Tesla’s sales in China this Q3 2024 would go a long way towards helping the company exceed its FY 2023 global deliveries.
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News
Tesla FSD (Supervised) could be approved in the Netherlands next month: Musk
Musk shared the update during a recent interview at Giga Berlin.
Tesla CEO Elon Musk shared that Full Self-Driving (FSD) could receive regulatory approval in the Netherlands as soon as March 20, potentially marking a major step forward for Tesla’s advanced driver-assistance rollout in Europe.
Musk shared the update during a recent interview at Giga Berlin, noting that the date was provided by local authorities.
“Tesla has the most advanced real-world AI, and hopefully, it will be approved soon in Europe. We’re told by the authorities that March 20th, it’ll be approved in the Netherlands,’ what I was told,” Musk stated.
“Hopefully, that date remains the same. But I think people in Europe are going to be pretty blown away by how good the Tesla car AI is in being able to drive.”
Tesla’s FSD system relies on vision-based neural networks trained on real-world driving data, allowing vehicles to navigate using cameras and AI rather than traditional sensor-heavy solutions.
The performance of FSD Supervised has so far been impressive. As per Tesla’s safety report, Full Self-Driving Supervised has already traveled 8.3 billion miles. So far, vehicles operating with FSD Supervised engaged recorded one major collision every 5,300,676 miles.
In comparison, Teslas driven manually with Active Safety systems recorded one major collision every 2,175,763 miles, while Teslas driven manually without Active Safety recorded one major collision every 855,132 miles. The U.S. average during the same period was one major collision every 660,164 miles.
If approval is granted on March 20, the Netherlands could become the first European market to greenlight Tesla’s latest supervised FSD (Supervised) software under updated regulatory frameworks. Tesla has been working to secure expanded FSD access across Europe, where regulatory standards differ significantly from those in the United States. Approval in the Netherlands would likely serve as a foundation for broader EU adoption, though additional country-level clearances may still be required.
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.