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Tesla China wholesale figures reach 88,869 vehicles in March 2023

Credit: Tesla Greater China/Twitter

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Data released today by the China Passenger Car Association (CPCA) revealed that Tesla China’s wholesale results were 88,869 units in March 2023.

The number marks a 35.03% improvement from the 65,814 vehicles sold in the same month last year. Tesla China’s March results also represent a 19.44% increase from February 2023’s 74,402 vehicles. 

It should be noted that Tesla’s March 2023 results also represent the second-highest China-made vehicle sales ever for the company, just behind the 100,291 units that were sold in November of last year. 

This is extremely impressive considering that the first quarter has February, the shortest month of the year, as well as the Chinese New Year, a long holiday in China. The Chinese New Year typically results in a lull for Tesla China’s vehicle sales. 

The data released by the CPCA includes numbers from both domestic sales in China as well as exports. The breakdown of Tesla China’s 88,869 wholesale numbers is expected to be available in the coming days. 

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Considering the March 2023 results, it would mean that in the first quarter, Tesla’s China-made vehicle sales were at 229,322 units. This represents an improvement of 25.88% from Q1 2022’s 182,174 units.  

Tesla recently announced that it delivered 422,875 vehicles worldwide in the first quarter of 2023, including 412,180 Model 3/Y and 10,695 Model S/X vehicles. Tesla China’s Q1 results suggest that about 54% of Tesla’s global deliveries in the first quarter were accounted for by vehicles that were produced at Gigafactory Shanghai. 

CPCA data suggests that Tesla sold 66,051 and 74,402 China-made vehicles in January and February, including 26,843 and 33,923 vehicles in China, respectively. The Shanghai plant exported 39,208 and 40,479 vehicles in those months, as per the CPCA. 

Don’t hesitate to contact us with news tips. Just send a message to simon@teslarati.com to give us a heads up.

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Simon is an experienced automotive reporter with a passion for electric cars and clean energy. Fascinated by the world envisioned by Elon Musk, he hopes to make it to Mars (at least as a tourist) someday. For stories or tips--or even to just say a simple hello--send a message to his email, simon@teslarati.com or his handle on X, @ResidentSponge.

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Tesla Robotaxi Safety Monitor seems to doze off during Bay Area ride

We won’t try to blame the camera person for the incident, because it clearly is not their fault. But it seems somewhat interesting that they did not try to wake the driver up and potentially contact Tesla immediately to alert them of the situation.

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Credit: u/ohmichael on Reddit

A Tesla Robotaxi Safety Monitor appeared to doze off during a ride in the California Bay Area, almost ironically proving the need for autonomous vehicles.

The instance was captured on camera and posted to Reddit in the r/sanfrancisco subreddit by u/ohmichael. They wrote that they have used Tesla’s ride-hailing service in the Bay Area in the past and had pleasant experiences.

However, this one was slightly different. They wrote:

“I took a Tesla Robotaxi in SF just over a week ago. I have used the service a few times before and it has always been great. I actually felt safer than in a regular rideshare.

This time was different. The safety driver literally fell asleep at least three times during the ride. Each time the car’s pay attention safety alert went off and the beeping is what woke him back up.

I reported it through the app to the Robotaxi support team and told them I had videos, but I never got a response.

I held off on posting anything because I wanted to give Tesla a chance to respond privately. It has been more than a week now and this feels like a serious issue for other riders too.

Has anyone else seen this happen?”

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My Tesla Robotaxi “safety” driver fell asleep
byu/ohmichael insanfrancisco

The driver eventually woke up after prompts from the vehicle, but it is pretty alarming to see someone like this while they’re ultimately responsible for what happens with the ride.

We won’t try to blame the camera person for the incident, because it clearly is not their fault. But it seems somewhat interesting that they did not try to wake the driver up and potentially contact Tesla immediately to alert them of the situation.

They should have probably left the vehicle immediately.

Tesla’s ride-hailing service in the Bay Area differs from the one that is currently active in Austin, Texas, due to local regulations. In Austin, there is no Safety Monitor in the driver’s seat unless the route requires the highway.

Tesla plans to remove the Safety Monitors in Austin by the end of the year.

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Tesla opens Robotaxi access to everyone — but there’s one catch

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Credit: Tesla

Tesla has officially opened Robotaxi access to everyone and everyone, but there is one catch: you have to have an iPhone.

Tesla’s Robotaxi service in Austin and its ride-hailing service in the Bay Area were both officially launched to the public today, giving anyone using the iOS platform the ability to simply download the app and utilize it for a ride in either of those locations.

It has been in operation for several months: it launched in Austin in late June and in the Bay Area about a month later. In Austin, there is nobody in the driver’s seat unless the route takes you on the freeway.

In the Bay Area, there is someone in the driver’s seat at all times.

The platform was initially launched to those who were specifically invited to Austin to try it out.

Tesla confirms Robotaxi is heading to five new cities in the U.S.

Slowly, Tesla launched the platform to more people, hoping to expand the number of rides and get more valuable data on its performance in both regions to help local regulatory agencies relax some of the constraints that were placed on it.

Additionally, Tesla had its own in-house restrictions, like the presence of Safety Monitors in the vehicles. However, CEO Elon Musk has maintained that these monitors were present for safety reasons specifically, but revealed the plan was to remove them by the end of the year.

Now, Tesla is opening up Robotaxi to anyone who wants to try it, as many people reported today that they were able to access the app and immediately fetch a ride if they were in the area.

We also confirmed it ourselves, as it was shown that we could grab a ride in the Bay Area if we wanted to:

The launch of a more public Robotaxi network that allows anyone to access it seems to be a serious move of confidence by Tesla, as it is no longer confining the service to influencers who are handpicked by the company.

In the coming weeks, we expect Tesla to then rid these vehicles of the Safety Monitors as Musk predicted. If it can come through on that by the end of the year, the six-month period where Tesla went from launching Robotaxi to enabling driverless rides is incredibly impressive.

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Tesla analyst sees Full Self-Driving adoption rates skyrocketing: here’s why

“You’ll see increased adoption as people are exposed to it. I’ve been behind the wheel of several of these and the different iterations of FSD, and it is getting better and better. It’s something when people experience it, they will be much more comfortable utilizing FSD and paying for it.”

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tesla interior operating on full self driving
Credit: TESLARATI

Tesla analyst Stephen Gengaro of Stifel sees Full Self-Driving adoption rates skyrocketing, and he believes more and more people will commit to paying for the full suite or the subscription service after they try it.

Full Self-Driving is Tesla’s Level 2 advanced driver assistance suite (ADAS), and is one of the most robust on the market. Over time, the suite gets better as the company accumulates data from every mile driven by its fleet of vehicles, which has swelled to over five million cars sold.

The suite features a variety of advanced driving techniques that many others cannot do. It is not your typical Traffic-Aware Cruise Control (TACC) and Lane Keeping ADAS system. Instead, it can handle nearly every possible driving scenario out there.

It still requires the driver to pay attention and ultimately assume responsibility for the vehicle, but their hands are not required to be on the steering wheel.

It is overwhelmingly impressive, and as a personal user of the FSD suite on a daily basis, I have my complaints, but overall, there are very few things it does incorrectly.

Tesla Full Self-Driving (Supervised) v14.1.7 real-world drive and review

Gengaro, who increased his Tesla price target to $508 yesterday, said in an interview with CNBC that adoption rates of FSD will increase over the coming years as more people try it for themselves.

At first, it is tough to feel comfortable with your car literally driving you around. Then, it becomes second nature.

Gengaro said:

“You’ll see increased adoption as people are exposed to it. I’ve been behind the wheel of several of these and the different iterations of FSD, and it is getting better and better. It’s something when people experience it, they will be much more comfortable utilizing FSD and paying for it.”

Tesla Full Self-Driving take rates also have to increase as part of CEO Elon Musk’s recently approved compensation package, as one tranche requires ten million active subscriptions in order to win that portion of the package.

The company also said in the Q3 2025 Earnings Call in October that only 12 percent of the current ownership fleet are paid customers of Full Self-Driving, something the company wants to increase considerably moving forward.

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