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Tesla’s display supplier is preparing to localize its production in North America
One of Tesla’s key suppliers is preparing to set up shop in North America. In a recent statement, AU Optronics, which supplies car displays for companies like Tesla, noted on Tuesday that it would “definitely build or help build a plant in North America.
The initiative is spurred by clients’ push for more localized production and lower shipping and logistics costs. Speaking with reporters during the Smart City and IoT Expo opening in Taipei, AUO Chairman Paul Peng remarked that the North American plant would likely be built in the United States or Mexico.
“There will definitely be (production capacity) in North America, and it’s likely to be built in the US or in Mexico. We are in discussion about the location,” he said as per a report from Nikkei.
AUO supplies displays for automakers like Tesla, Ford, Toyota, and BMW. The company is also the world’s second-largest notebook display supplier, boasting clients such as Apple, Dell, and HP. The company is headquartered in Taiwan and operates numerous production sites in Asia, such as Xiamen and Suzhou.
Explaining further, Peng remarked that supplying the automotive sector requires significant customization. This means that both AUO and its clients would benefit from production facilities that are as localized as possible. And considering that some of these clients comprise rapidly-growing companies like Tesla, a North American plant makes sense.
“Supplying the automotive market is highly customized. Display makers generally need to do more assembly work to link displays with other systems and then ship them to customers, so we need to be close to customers and the market, instead of only supplying screens,” Peng said.
Explaining further, Peng noted that displays in vehicles have been growing as of late. Just a few years ago, car displays were typically around 6 inches, but the screens have grown to more than 20 inches in recent years. This, according to the AUO Chair, typically results in more packaging costs.
“This adds more costs on packaging and logistics, which is an issue that the clients want to tackle,” Peng noted.
Apart from North America, the executive also noted that AUO is considering expanding its production facilities in Southeast Asia. AUO is considering a European market as well, though Peng noted that since numerous European automotive suppliers already have production sites in China, the demand to build new capacity in the region is not as notable, at least compared to North America.
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Tesla Model 3 filings in China show interesting hardware addition
The addition of a front bumper camera to the Tesla Model 3 is a big upgrade from a hardware perspective.

Tesla Model 3 filings in China are showing the vehicle could get a very interesting hardware addition, one that was not included on the “Highland” update when it rolled out to customers a year and a half ago.
The Model 3 Highland is Tesla’s updated version of the all-electric sedan, and was launched across the world in early 2024. It featured a variety of updates, including new exterior and interior designs.
However, there were a few things missing from the update that surprised Tesla fans because they were included on other cars.
One of them was the lack of a front bumper camera, a hardware piece that was included on other vehicles within the company’s lineup, including the Model Y Juniper, an updated version of the all-electric crossover that launched earlier this year.
Now, it seems Tesla is preparing to implement that front camera on the Model 3, as new filings with China’s Ministry of Industry and Information Technology (MIIT) showed the car with the addition:
🔥🔥 Tesla will soon add a front bumper camera to the Model 3!
The images confirming this upgrade were leaked on the official website of China’s Ministry of Industry and Information Technology (MIIT).
H/t @kas12323 pic.twitter.com/ieRv9wiwOK
— The Tesla Newswire (@TeslaNewswire) August 8, 2025
The front bumper camera is a small but powerful addition to Tesla vehicles. It not only enhances visibility for simple tasks like parking, helping avoid things like curbs, but it also helps provide a wider field of view directly in front of the car.
It is also a crucial part of the Full Self-Driving and Autopilot suites, helping provide yet another angle of vision for the vehicle as Tesla makes its suite more robust. It is already improving through software upgrades and data collection, but it could always use additional hardware to enhance accuracy.
A Model 3 Highland test mule was spotted near Boston, Massachusetts, back in May with a variety of additional cameras equipped. Some believed this was a vehicle that was assisting with collecting training data.
Tesla is testing a Model 3 with some mysterious cameras in the U.S.
However, it could be a sign of Tesla planning to add this piece of hardware to a slightly updated version of the new Model 3 that could come to production in various markets in the near future.
Elon Musk
Tesla CEO Elon Musk details massive FSD update set for September release
“This will substantially reduce the need for driver attention, but some complex intersections, heavy weather or unusual events will still require attention.”

Tesla CEO Elon Musk detailed the changes that are expected to come with a massive Full Self-Driving (FSD) update, which is set to roll out sometime in September, he revealed earlier this week.
Tesla has been refining its FSD suite for years, but it has never been as good as it is now. The focus is to get the suite to a point where interventions are no longer needed and drivers simply become passengers, as they will not be responsible for paying attention to the road.
Elon Musk teases crazy new Tesla FSD model: here’s when it’s coming
That version of FSD will come eventually, but not next month. However, there are dramatic improvements that will come with next month’s FSD update that will roll out to the public, Musk said:
“The FSD software update next month will be a major step-change improvement for rare conditions.”
The FSD software update next month will be a major step-change improvement for rare conditions
— Elon Musk (@elonmusk) August 8, 2025
Additionally, he provided specific details on what would change, hinting that the need for a driver to pay attention will be “substantially reduced,” but there are some “complex intersections, heavy weather, or unusual events” that will still require drivers to assume responsibility for the car:
“This will substantially reduce the need for driver attention, but some complex intersections, heavy weather or unusual events will still require attention.”
This will substantially reduce the need for driver attention, but some complex intersections, heavy weather or unusual events will still require attention.
Note, the Austin robotaxi FSD build is ~6 months more advanced than what is available in cars in America and there are…
— Elon Musk (@elonmusk) August 8, 2025
We have been teased about these types of updates before, but usually they involve some kind of mention of FSD being ready for unsupervised driving “by the end of the year.” Musk did not mention that here.
There is also the fact that Tesla has another FSD build in Austin for the Robotaxi suite that is more advanced than what is available to the public. It has performed well, Musk says, making claims that there are times when it feels “eerily human.”
Tesla Q2 2025 vehicle safety report proves FSD makes driving almost 10X safer
The improvements in FSD capabilities in subsequent releases are usually very evident. As Tesla continues to refine the suite for the public, it gains more confidence and becomes smarter through the collection of data and the use of neural networks.
The only thing left to wait for is the release itself, and we are hopeful it will roll out to the public in September, as Musk says.
News
Tesla Model Y L’s impressive specs surface in China’s recent MIIT filing
The Tesla Model Y L is expected to launch later this year.

The specs of the upcoming Tesla Model Y L has appeared in new Chinese regulatory filings, revealing key specifications including a six-seat layout and an extended range of up to 751 kilometers. The variant is expected to launch later this year alongside a new long-range Model 3 variant rated at 830 kilometers.
The updates were listed on the China Ministry of Industry and Information Technology’s (MIIT) latest batch of new energy vehicle models that are eligible for vehicle purchase tax exemptions.
Model Y L to debut with larger battery, six-seat layout
Listed under the model code TSL6500BEVBA0, the Model Y L will feature dual motors producing 142 kW at the front and 198 kW at the rear. It will be powered by a 465-kilogram 82.0-kWh lithium-ion battery from LG Energy Solution, with a pack energy density of 176 Wh/kg, as noted in a CNEV Post report. The long-range crossover achieves 751 km on the lenient CLTC cycle, making it Tesla’s highest-range Model Y to date in China despite its curb weight of 2,088 kg.
The “L” designation is believed to refer to the vehicle’s larger size and seating configuration, as the new variant is listed with six seats. It builds on Tesla’s strategy to diversify offerings in the Model Y lineup, which currently includes both RWD and AWD five-seat versions.
Model 3+ breaks record with 830 km CLTC range
Alongside the Model Y L, Tesla China also registered a new rear-wheel-drive Model 3, which was designated with the model code TSL7000BEVBR1. The vehicle boasts either 800 or 830 km of range on the CLTC cycle, depending on its trim. This marks the highest range yet for any Tesla vehicle in China.
The variant will use a 448-kilogram, 78.4-kWh LG-supplied battery with an energy density of 175 Wh/kg and a peak motor output of 225 kW. The vehicle’s curb weight is listed at 1,760 kg. The model was previously identified in filings as “Model 3+,” hinting at a possible tier above the existing long-range variant, which tops out at 753 km CLTC.
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