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Tesla's China Gigafactory will be the game-changer of 2020, predicts analyst
Tesla (NASDAQ:TSLA) has managed to rip through its self-imposed goals for 2019, and 2020 could prove to be even bigger. As the electric car maker tackles yet another year, Wall Street analyst Dan Ives of Los Angeles-based Wealth Management company Wedbush Securities believes that Tesla’s Gigafactory 3 will be one of the company’s most important assets in 2020.
“With the first Chinese made Model 3s delivered over the past week and Giga 3 on pace to produce over 1,000 cars per week, the bull/bear debate will center around ramping production and demand to the 100k/150k level annually in China and how quick this dynamic will ramp,” Ives wrote in a note on January 2, just a day before Tesla released its Q4 and Full-Year delivery and production figures.
Tesla broke ground on Gigafactory 3 in Shanghai in early 2019. Less than a year later, the company is already producing sales-ready Tesla Model 3s and delivering them to Tesla employees. The company announced that its second round of deliveries is set for January 7. This next segment of deliveries for the Made-in-China Model 3 will give non-Tesla employees deliveries of the company’s most affordable sedan.
Tesla has already reached a production rate of 1,500 Model 3s at Gigafactory 3 during a six-day workweek, though more recent reports from China reveal that the massive Shanghai-based facility has reached a run-rate of 3,000 vehicles a week.
Tesla’s stock recently broke the infamous $420 per share barrier and was trading as high as $453 per share on January 3. Ultimately, Ives believes the company’s stock could go even higher in 2020 due to Gigafactory 3, with the facility’s performance and production being worth an additional $75 to $100 to TSLA shares. This could prove to be Tesla’s opportunity to cement itself as the most valuable car manufacturer in the United States.
Tesla’s Q4 2019 report stated the company produced almost 105,000 vehicles and delivered around 112,000 from October to December 2019. That’s a 50% increase from the previous year. Over 92,000 of the 112,000 delivered vehicles were Tesla Model 3s.
As Gigafactory 3 production continues to ramp up and Tesla begins to prepare for the first construction phases of Gigafactory 4 in Berlin, Germany, the electric car manufacturer has plenty to be excited about. As for Ives, he believes that Tesla’s performance in China and Europe will be key indicators on whether the company can sustain the level of success they realized in the final months of 2019.
Tesla stock ended Friday’s trading up 2.96% at $443.01 per share.
Disclosure: I have no ownership in shares of TSLA and have no plans to initiate any positions within 72 hours.
Elon Musk
Tesla FSD in Europe vs. US: It’s not what you think
Tesla FSD is approved in the Netherlands, but the European version differs from what US drivers use.
On April 10, 2026, the Dutch vehicle authority RDW granted Tesla the first European type approval for Full Self-Driving Supervised, making the Netherlands the first country on the continent to authorize Tesla’s semi-autonomous system for customer use on public roads.
As Teslarati reported, the RDW approval followed 18 months of testing, more than 1.6 million kilometers driven on EU roads, 13,000 customer ride-alongs, and documentation covering over 400 compliance requirements. Tesla Europe had been running public demo drives through cities like Amsterdam and Eindhoven since early 2026, giving passengers their first experience of the system on European streets.
The European version of FSD is not the same software US drivers use. The RDW’s own statement is direct, noting that the software versions and functionalities in the US and Europe “are therefore not comparable one-to-one.” We’ve compile a table below that captures the most significant differences between US-based Tesla FSD vs. European Tesla FSD that’s based on what regulators and Tesla have publicly confirmed.
| Feature | FSD US | FSD Europe (Netherlands) |
| Regulatory framework | Self-certification, post-market oversight | Pre-market type approval required (UN R-171 + Article 39) |
| Hands requirement | Hands-off permitted on highway | Hands must be available to take over immediately |
| Auto turning from stop lights | Available — navigates intersections, turns, and traffic signals autonomously | Available in EU build — confirmed in Amsterdam demo footage handling unprotected turns and signalized intersections |
| Driving modes | Multiple profiles including a more aggressive “Mad Max” mode | EU build is more conservative by default and errs on the side of restraint when it cannot confirm the limit |
| Summon | Available — Smart Summon navigates parking lots to driver | Status unclear — not confirmed as part of the RDW-approved feature set; urban FSD approval targeted separately for 2027 |
| Driver monitoring | Camera-based eye tracking | Stricter continuous monitoring with more frequent intervention alerts |
| Software version | FSD v14.3 | EU-specific builds that must be separately validated by RDW |
| Geographic restriction | US, Canada, China, Mexico, Australia, NZ, South Korea | Netherlands only; EU-wide vote pending summer 2026 |
| Subscription price | $99/month | €99/month |
| Full urban FSD scope | Available | Partial — separate urban application planned for 2027 |
The approval comes as Tesla is under real pressure to grow FSD subscriptions globally. Musk’s 2025 CEO compensation package, approved by shareholders, includes a milestone requiring 10 million active FSD subscriptions as one condition for his stock awards to vest. Tesla hit one million subscriptions during its Q4 2025 earnings call, which is a meaningful start, but still a long way from the target. Opening Europe as a market for subscriptions, rather than just hardware sales, directly accelerates that number.
Tesla has said it anticipates EU-wide recognition of the Dutch approval during summer 2026, which would extend FSD access to Germany, France, and other major markets through a mutual recognition process without each country repeating the full 18-month review. That timeline is Tesla’s projection, not a confirmed regulatory outcome. As Musk acknowledged at Davos in January 2026, “We hope to get Supervised Full Self-Driving approval in Europe, hopefully next month.”
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Tesla’s troublesome Auto Wipers get a major upgrade
Tesla has quietly deployed a major over-the-air (OTA) update across its entire fleet, implementing a new patent that could finally solve one of the most complained-about features in its vehicles: the Auto Wipers.
One of Tesla’s most complained-about features is that of the Auto Wipers, but they have recently received a major upgrade that impacts every vehicle in the company’s fleet, a company executive confirmed.
Tesla has quietly deployed a major over-the-air (OTA) update across its entire fleet, implementing a new patent that could finally solve one of the most complained-about features in its vehicles: the Auto Wipers.
Confirmed by senior Tesla AI engineer Yun-Ta Tsai on April 10, the improvement is based on patent US 20260097742 A1. It introduces an “energy balance model” that adds a tactile, physics-driven layer to the existing camera-based system—without requiring any new hardware.
🚨 Tesla has already implemented a new patent that improves the accuracy of the Auto Wiper system https://t.co/QjjKHKxSNv pic.twitter.com/mEbd04oJAu
— TESLARATI (@Teslarati) April 10, 2026
Tesla drivers have griped about auto wipers since the company ditched traditional rain sensors in favor of Tesla Vision around 2018.
Owners routinely report the wipers failing to activate in light drizzle or mist, leaving windshields streaked and visibility dangerously reduced. Just as often, they formerly blasted into high-speed mode on dry, sunny days, screeching across glass and risking scratches or premature blade wear.
This is a rare occurrence anymore, but many owners still report the feature having the wipers perform at the incorrect speed or frequency when precipitation is falling.
Tesla has tried repeatedly to fix the problem through software alone.
Early “Deep Rain” initiatives and the 2023 Autowiper v4 update used multi-camera video and refined neural networks, with Elon Musk promising “super good” performance. The 2024.14 update added manual sensitivity boosts, and later FSD versions claimed further gains. Yet complaints persisted.
Elon Musk apologizes for Tesla’s quirky auto wipers, hints at improvements
Vision systems struggle with edge cases—glare, bugs, reflections, or faint mist—because they rely purely on visual inference rather than physical detection
The new patent takes a different approach. The car’s computer constantly measures electrical power delivered to the wiper motor. It subtracts predictable losses—internal motor friction, linkage drag, and aerodynamic resistance—leaving only the friction force between the rubber blade and windshield glass.
Water lubricates the glass, sharply reducing friction; dry or icy surfaces increase it dramatically. This real-time “tactile” data acts as an independent check on the camera’s visual cues, instantly shutting down false triggers on dry glass and fine-tuning speed for actual rain.
The system can also detect ice and auto-activate defrost heaters, while long-term friction trends alert drivers when blades need replacing.
By fusing vision with precise motor-load physics, Tesla has created a hybrid sensor that is both elegant and cost-free. Owners have waited years for reliable auto wipers; this OTA rollout may finally deliver them.
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Tesla Roadster unveiling set for this month: what to expect
As Tesla finally edges toward production and an updated reveal, enthusiasts aren’t asking for compromises; they’re demanding the original vision be honored. Here are five clear expectations that will come with the vehicle’s unveiling, which is still set for later this month, hopefully.
The Tesla Roadster has been the ultimate carrot on a stick since its 2017 unveiling. Promised as the fastest production car ever made, with 0-60 mph in under two seconds and a top speed over 250 mph, it has endured years of delays.
As Tesla finally edges toward production and an updated reveal, enthusiasts aren’t asking for compromises; they’re demanding the original vision be honored. Here are five clear expectations that will come with the vehicle’s unveiling, which is still set for later this month, hopefully.
Performance and Safety Do Not Go Hand in Hand, and That’s the Point
The Roadster is not a family sedan or a daily commuter. It is a no-holds-barred supercar meant to embarrass six-figure exotics on track days. Tesla should resist the temptation to load it with every passive-safety nanny and electronic guardian that dulls the raw feedback drivers crave.
Owners want to feel the road, not be shielded from it. Strip away unnecessary electronic limits so the car can deliver the visceral thrill Elon Musk originally described. Safety ratings will still be strong because of Tesla’s structural excellence, but the Roadster’s mission is speed, not coddling.
He said late last year:
“This is not a…safety is not the main goal. If you buy a Ferrari, safety is not the number one goal. I say, if safety is your number one goal, do not buy the Roadster…We’ll aspire not to kill anyone in this car. It’ll be the best of the last of the human-driven cars. The best of the last.”
Musk was clear that this will not be a car that will be the safest in Tesla’s lineup, but that’s the point. It’s not made for anything other than pushing the limits.
Tesla Needs to Come Through on a HUGE Feature
The Roadster unveiling would be wildly disappointing if it were only capable of driving. Tesla has long teased the potential ability to float or hover, and they need to come through on something that is along those lines.
The SpaceX cold-gas thruster package was never a joke. Musk, at one time, explicitly said owners could opt for a set of thrusters capable of lifting the car off the ground for short hops or dramatic launches. That feature is what separates the Roadster from every other hypercar on the planet.
If the production version arrives without it—or with a watered-down “maybe later” version—enthusiasts will feel betrayed. Deliver the thrusters, make them functional, and let the Roadster literally hover above the competition.
An Updated Design Might Be Warranted
It’s been nine years since Tesla first rolled off the next-gen Roadster design and showed it to the world.
The 2017 concept still looks sharp, but eight years is an eternity in automotive styling. The sharp lines and aggressive stance now compete against the angular Cybertruck and the next-generation vehicles rolling out of Fremont and Austin.
Tesla Roadster patent hints at radical seat redesign ahead of reveal
A subtle refresh, maybe with sharper headlights, revised aero elements, and modern materials, would keep the Roadster feeling current without losing its identity. Fans don’t want a complete redesign, just enough evolution to prove Tesla still cares.
Self-Driving Isn’t a Necessity for the Tesla Roadster
Full Self-Driving hardware and software belong in the Model 3, Model Y, and the upcoming robotaxi—not in a two-seat rocket built for canyon carving. The Roadster’s entire appeal is the direct connection between driver, steering wheel, and asphalt.
Offering FSD as standard would dilute the purity that separates it from every other Tesla. Make autonomy an optional delete or simply omit it. Let the Roadster remain the purest driving machine in the lineup, because that’s what it is all about.
Tesla Needs to Come Through on the Unveiling Timeline
The last thing Tesla needs right now is another complaint about not hitting timelines or expectations. This unveiling has already been pushed back one time, from April 1 to “probably in late April.”
Repeated delays have tested even the most patient fans. Whatever date the company now sets for the next major reveal or start of production must be met. No more “next year” promises. The Roadster has waited long enough. When it finally arrives, it must feel worth every extra month.
If Tesla hits these five marks, the Roadster won’t just be another fast car—it will be the machine that redefines what a Tesla can be. The world is watching.
Tesla FSD in Europe vs. US: It’s not what you think
Tesla’s troublesome Auto Wipers get a major upgrade
