News
Tesla Hardware 4 camera ports hint at 360-degree view with no blind spots
The recent leaks of Tesla’s Hardware 4 computer provided a pretty clear teaser of the upcoming changes coming to the electric vehicle maker’s Autopilot unit. While there is still much to be learned about HW4, the leaks suggest that the number of cameras in Tesla’s electric vehicles may be increased to 11.
Hardware 4, as its name suggests, is Tesla’s next-generation Autopilot computer. Elon Musk noted during the Q4 and FY 2022 earnings call that HW4 should be capable of operating 500% to 600% safer than a human driver. The existing Hardware 3 computer being rolled out to vehicles like the Model 3 and Model Y today are equipped with Hardware 3, which Musk noted should be capable of operating 200% to 300% safer than a human driver.
Hardware 4 and Tesla Vision
Considering the electric vehicle maker’s focus on Tesla Vision, it is pertinent for FSD and Autopilot to see and analyze road conditions very well in real-time. With this in mind, and as per the Hardware 4 leaks that were recently posted on Twitter by prolific Tesla hacker @greentheonly, it would appear that the electric vehicle maker is increasing the number of its cameras to 11.
A look at the Hardware 4 computer would show 12 fully-populated camera connectors, with one being marked as “Spare.” Of the remaining 11, one will still be used for the cabin camera while ten will be used for the vehicle’s exterior. This is not surprising at all as the company adopts a similar system with its existing eight-camera layout for its vehicles today.
Hardware 3 vs. Hardware 4 Cameras
For context, Tesla’s existing layout features an eight-camera setup: one above the rear license plate, one in each door pillar, three mounted on the windshield above the rearview mirror, and one mounted to each front fender. A radar unit and ultrasonic sensors were also used in the past, though Tesla phased these out as the company focused on its development of Tesla Vision.
The leaked Hardware 4 images list the cameras as the following: “F-SVC,” “L-SVC,” “R-SVC,” “L-FF-Rear,” “R-FF-Rear,” “L-FF-Side,” “R-FF-Side,” “Wide,” “Main,” “Backup,” and “Selfie.” As per the Tesla hacker, the names are a bit cryptic, but based on how they are listed, one could speculate where the cameras will be placed in a Tesla equipped with a Hardware 4 computer.
Potential Hardware 4 Camera Placements
Immediately noticeable in the leaked images are the three cameras marked “F-SVC,” “L-SVC,” and “R-SVC.” The Tesla Parts Catalog shows that “SVC” refers to vehicle bumpers, so with these in mind, it would appear that Hardware 4 would be using three bumper cameras. Considering the references to “F,” “L,” and “R” SVC placements, the Tesla hacker noted that one of the Hardware 4 cameras might be placed in the front bumper, while two may be placed on both sides of the rear bumpers for cross traffic.
Also notable are the Hardware 4 camera slots listed as “FF.” A total of four cameras are listed with these letters: “L-FF-Rear,” “R-FF-Rear,” “L-FF-Side,” and “R-FF-Side.” The Tesla hacker speculated that “FF” might refer to “Front Fender,” which would suggest that the cameras in the pillar may be moved to the front fender. Other Tesla watchers, however, have suggested that “FF” may also mean “Front Facing,” “Full-Frame” for higher resolution images, or “Far Field.”
No Blind Spots and 360-degree-view
If the Hardware 4 leaks are accurate, it would suggest that Tesla would be increasing the number of cameras by two as it rolls out vehicles that are equipped with its new Autopilot computer. Comparing the existing camera setup in Hardware 3 and the potential setup of Hardware 4, it would appear that the new cameras will be those placed in the rear bumper. This may also suggest that the ultrasonic sensors that were phased out in the rear bumpers might be replaced with cameras.
Considering the potential setup of the Hardware 4 cameras, it would appear that Tesla would finally be rolling out a 360-degree view of its vehicles, which is a highly-requested feature among owners. It would also mean that some blind spots in existing cars would be addressed. Overall, Hardware 4 might not just be a step up in performance; it might also be a notable step up in safety and vision.
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Investor's Corner
Mizuho keeps Tesla (TSLA) “Outperform” rating but lowers price target
As per the Mizuho analyst, upcoming changes to EV incentives in the U.S. and China could affect Tesla’s unit growth more than previously expected.
Mizuho analyst Vijay Rakesh lowered Tesla’s (NASDAQ:TSLA) price target to $475 from $485, citing potential 2026 EV subsidy cuts in the U.S. and China that could pressure deliveries. The firm maintained its Outperform rating for the electric vehicle maker, however.
As per the Mizuho analyst, upcoming changes to EV incentives in the U.S. and China could affect Tesla’s unit growth more than previously expected. The U.S. accounted for roughly 37% of Tesla’s third-quarter 2025 sales, while China represented about 34%, making both markets highly sensitive to policy shifts. Potential 50% cuts to Chinese subsidies and reduced U.S. incentives affected the firm’s outlook.
With those pressures factored in, the firm now expects Tesla to deliver 1.75 million vehicles in 2026 and 2 million in 2027, slightly below consensus estimates of 1.82 million and 2.15 million, respectively. The analyst was cautiously optimistic, as near-term pressure from subsidies is there, but the company’s long-term tech roadmap remains very compelling.
Despite the revised target, Mizuho remained optimistic on Tesla’s long-term technology roadmap. The firm highlighted three major growth drivers into 2027: the broader adoption of Full Self-Driving V14, the expansion of Tesla’s Robotaxi service, and the commercialization of Optimus, the company’s humanoid robot.
“We are lowering TSLA Ests/PT to $475 with Potential BEV headwinds in 2026E. We believe into 2026E, US (~37% of TSLA 3Q25 sales) EV subsidy cuts and China (34% of TSLA 3Q25 sales) potential 50% EV subsidy cuts could be a headwind to EV deliveries.
“We are now estimating TSLA deliveries for 2026/27E at 1.75M/2.00M (slightly below cons. 1.82M/2.15M). We see some LT drivers with FSD v14 adoption for autonomous, robotaxi launches, and humanoid robots into 2027 driving strength,” the analyst noted.
News
Tesla’s Elon Musk posts updated Robotaxi fleet ramp for Austin, TX
Musk posted his update on social media platform X.
Elon Musk says Tesla will “roughly double” its supervised Robotaxi fleet in Austin next month as riders report long wait times and limited availability across the pilot program in the Texas city. Musk posted his update on social media platform X.
The move comes as Waymo accelerates its U.S. expansion with its fully driverless freeway service, intensifying competition in autonomous mobility.
Tesla to increase Austin Robotaxi fleet size
Tesla’s Robotaxi service in Austin continues to operate under supervised conditions, requiring a safety monitor in the front seat even as the company seeks regulatory approval to begin testing without human oversight. The current fleet is estimated at about 30 vehicles, StockTwists noted, and Musk’s commitment to doubling that figure follows widespread rider complaints about limited access and “High Service Demand” notifications.
Influencers and early users of the Robotaxi service have observed repeated failures to secure a ride during peak times, highlighting a supply bottleneck in one of Tesla’s most visible autonomy pilots. The expansion aims to provide more consistent availability as the company scales and gathers more real-world driving data, an advantage analysts often cite as a differentiator versus rivals.
Broader rollout plans
Tesla’s Robotaxi service has so far only been rolled out to Austin and the Bay Area, though reports have indicated that the electric vehicle maker is putting in a lot of effort to expand the service to other cities across the United States. Waymo, the Robotaxi service’s biggest competitor, has ramped its service to areas like the San Francisco Bay Area, Los Angeles, and Phoenix.
Analysts continue to highlight Tesla’s long-term autonomy potential due to its global fleet size, vertically integrated design, and immense real-world data. ARK Invest has maintained that Tesla Robotaxis could represent up to 90% of the company’s enterprise value by 2029. BTIG analysts, on the other hand, added that upcoming Full Self-Driving upgrades will enhance reasoning, particularly parking decisions, while Tesla pushes toward expansions in Austin, the Bay Area, and potentially 8 to 10 metro regions by the end of 2025.
Tesla has finished construction at its biggest Supercharger ever in Lost Hills, California, and all 168 stalls are officially open as of today.
After several years of development, the company has officially announced that the Lost Hills Supercharger, known as Project Oasis, is officially open with 168 stalls active and available to drivers.
Tesla announced the completion of the Lost Hills Supercharger on Tuesday, showing off the site, which is powered by 10 Megapack batteries for storage and is completely independent of the grid, as it has 11 MW of solar panels bringing energy to the massive Battery Energy Storage System (BESS).
All 168 Stalls at the Tesla Supercharger in Lost Hills, California are officially open! pic.twitter.com/eo9xmZyUNB
— TESLARATI (@Teslarati) November 25, 2025
This is the largest Supercharger in the world and opens just in time for the Thanksgiving holiday, which is the most-traveled weekend of the year in the United States.
Spanning across 30 acres, it was partially opened back in July 2025 as Tesla opened just 84 of the 168 stalls at the site. However, Tesla finished certifying the site recently, which enabled the Supercharger to open up completely.
The site generates roughly 20 GWh of energy annually, which is enough to power roughly 1,700 homes. The launch of this site specifically is massive for the company as it plans to launch more Superchargers in more rural areas, making charging more available for cross-country rides that require stops in more remote regions of the United States.
This is perhaps the only weak point of Tesla’s massive charging infrastructure.
It has some features that are also extremely welcome for some owners, including things like pull-through stalls for those who tow, an idea that was extremely popular following the launch of the Cybertruck.
Tesla has over 70,000 active Superchargers across the world. The company has also made efforts to create unique experiences at some of the stops, most notably with its Tesla Diner, located on Santa Monica Boulevard in Los Angeles.
That Supercharger has two massive drive-in movie theaters and will soon transition to a full-service restaurant following the departure of its executive chef, Eric Greenspan.
Mizuho keeps Tesla (TSLA) “Outperform” rating but lowers price target
Tesla’s Elon Musk posts updated Robotaxi fleet ramp for Austin, TX
