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Apple’s electric car launch could be postponed to ‘2028 or later,’ estimates analyst

(Credit: Apple Addict/Instagram)

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In a recent research note, reliable Apple analyst Ming-Chi Kuo wrote that the tech giant could postpone the launch of its electric car to 2028 or later. Kuo has been dubbed the “most accurate Apple analyst in the world,” and may have more insight into the Apple Car project.

As per MacRumors, Kuo from TF Securities noted that it is far too early to be excited about the Apple Car. He estimated that the Apple’s electric vehicle could launch by 2025 to 2027 at the earliest, only if everything goes well. Otherwise, a launch of 2028 or later may be more feasible.

“We predicted in a previous report that Apple will launch Apple Car in 2023–2025 […] However, our latest survey indicates that the current development schedule of Apple Car is not clear, and if development starts this year and everything goes well, it will be launched in 2025–2027 at the earliest. Due to changes in the EV/self-driving market and Apple’s high-quality standards, we would not be surprised if Apple Car’s launch schedule is postponed to 2028 or later,” Kuo wrote.

He observed that Apple has competitive advantages, but has had difficulty launching successful new businesses before. Kuo cited examples of Apple products that have failed to become massive successes so far, such as the HomePod and HomePod mini. He also explained that the company has a lot of catching up to do when it comes to autonomous driving data.

“The market has high expectations for Apple Car. Still, we remind investors that although Apple has a variety of competitive advantages, it is not always successful in new business. For example, Apple failed to enter the smart speaker market. The demand for HomePod and HomePod mini were lower than expected, and the development of new smart speaker models had been temporarily suspended. The competition in the EV/self-driving car market is fiercer than that for smart speakers, so we think it’s perilous to jump to the conclusion that Apple Car will succeed,” he wrote.

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If Apple Car wants to succeed in the future, the key success factor is big data/AI, not hardware. One of our biggest concerns about Apple Car is that when Apple Car is launched, the current self-driving car brands will have accumulated at least five years of big data and be conducive to deep learning/AI. How does Apple, a latecomer, overcome this lagging gap?”

The Apple analyst believes the market is “overly bullish” about the Apple Car’s schedule and advised investors to avoid buying stocks related to the company’s electric passenger car project. Kuo is regarded as a reliable Apple analyst due to his close ties with the tech giant’s supply chain. So far, he has accurately predicted the 11-inch MacBook Air, the iPhone 6S’ 3D Touch feature, the iPhone X’s size, display, and glass back, and the variants of the iPhone 12 and iPhone 12 Pro lineup, among others.

The Teslarati team would appreciate hearing from you. Leave a comment down below. If you have any tips, email us at tips@teslarati.com or reach out to me at maria@teslarati.com.

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Maria--aka "M"-- is an experienced writer and book editor. She's written about several topics including health, tech, and politics. As a book editor, she's worked with authors who write Sci-Fi, Romance, and Dark Fantasy. M loves hearing from TESLARATI readers. If you have any tips or article ideas, contact her at maria@teslarati.com or via X, @Writer_01001101.

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Tesla gets a massive order for the Semi: 370 units and $100M

WattEV, a leading provider of electric freight operations and charging infrastructure in the United States, has announced one of the largest deployments of electric Class 8 trucks in California history: an order for 370 Tesla Semi vehicles.

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Credit: Tesla

Tesla just got a massive order for the Semi, and it is its largest by a long shot.

WattEV, a leading provider of electric freight operations and charging infrastructure in the United States, has announced one of the largest deployments of electric Class 8 trucks in California history: an order for 370 Tesla Semis.

Valued at approximately $100 million, this marks the state’s biggest single electric truck order to date and signals accelerating momentum for zero-emission long-haul freight.

Credit: Tesla

Deliveries are set to begin with the first 50 Tesla Semis in 2026, with the full fleet operational by the end of 2027. More than 300 of these trucks will support a joint program with the Port of Oakland, helping electrify drayage and regional freight routes. The initiative aligns with California’s ambitious goals to transition to carbon-neutral freight operations.

Salim Youssefzadeh, CEO of WattEV, said at the annual ACT Expo industry event that the Semi was the easiest choice:

“We selected the Tesla Semi based on cost, performance, and availability after issuing a public request for proposals…With the Tesla Semi now entering mass production and drawing strong reviews from fleet operators nationwide, WattEV’s vertically integrated model – combining vehicle deployment, megawatt-class charging infrastructure, and full-service leasing – offers a turn-key path for carriers without any capital risk.”

Critical to the rollout are new Megawatt Charging System (MCS) hubs in Oakland, Fresno, Stockton, and Sacramento. These stations will deliver up to 300 miles of range in roughly 30 minutes—comparable to a traditional diesel fill-up. The Oakland depot, where WattEV recently broke ground, will serve as a cornerstone for northern and central California corridors, connecting ports to inland hubs and beyond.

This deployment builds on WattEV’s existing experience. The company has already logged millions of electric miles in Southern California, including early Tesla Semi deployments at the Ports of Long Beach and Los Angeles. By combining high-efficiency electric trucks with strategically placed fast-charging depots, WattEV aims to prove that battery-electric long-haul trucking can match—or exceed—diesel economics while slashing emissions.

The order arrives as Tesla ramps up Semi production at its Nevada factory, targeting higher volumes in 2026. Fleet operators nationwide have praised the Semi’s real-world performance, including strong torque, low operating costs, and advanced safety features. For California, the project supports air quality improvements around ports and highways while demonstrating scalable infrastructure for heavy-duty electrification.

Industry observers see this as a pivotal step toward broader adoption. With diesel trucks facing rising fuel and regulatory costs, turnkey electric solutions like WattEV’s could accelerate the shift. As the first 50 Semis hit the road in 2026, they will not only move freight but also help build the charging network that paves the way for even larger fleets.

This landmark order underscores Tesla’s growing footprint in commercial trucking and California’s leadership in sustainable transportation. For WattEV and its partners, it’s more than a vehicle purchase—it’s the foundation of a zero-emission freight network connecting Northern and Central California.

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Tesla begins factoring international designs in Full Self-Driving visualization

Tesla has begun incorporating region-specific vehicle designs into its Full Self-Driving (FSD) visualization system, marking a quiet but meaningful step toward global readiness. In software update 2026.14, released as part of the Spring Update, European Tesla owners are now seeing flat-fronted, cab-over European-style semi-trucks rendered accurately on their center displays.

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@norbertcala on X via Not a Tesla App

Tesla has begun factoring international designs into its Full Self-Driving (Supervised) visualizations, marking a tremendous step in how the company plans to roll out its driver assistance tech in areas outside North America.

Tesla has begun incorporating region-specific vehicle designs into its Full Self-Driving (FSD) visualization system, marking a quiet but meaningful step toward global readiness. In software update 2026.14, released as part of the Spring Update, European Tesla owners are now seeing flat-fronted, cab-over European-style semi-trucks rendered accurately on their center displays.

The change, first spotted by Not a Tesla App, adds a second 3D model alongside the traditional North American long-nose semi-trucks that have been standard until now. Vehicles can detect and display both styles depending on what’s in front of them, and the feature requires no FSD subscription—every Tesla owner in Europe sees it immediately.

The European semi-truck visualization was actually added to the vehicle software back in October alongside roughly fifteen new visual assets.

Tesla Full Self-Driving gets first-ever European approval

Tesla held it in reserve, activating it only once fleet data confirmed the AI could recognize these trucks with high confidence. This mirrors recent rollouts for horses and golf carts, where Tesla similarly waited for reliable detection before enabling the graphics. The result is a more realistic on-screen representation tailored to local roads, where cab-over designs dominate heavy transport.

The significance of this update extends far beyond a simple graphics tweak, which is really what people need to be paying attention to. These small, incremental steps forward continue to show Tesla’s intent for global expansion.

For the first time, Tesla is explicitly factoring international vehicle designs into its visualization engine, signaling a deliberate push to make FSD feel native in international markets.

In Europe, where cab-over semis are commonplace, seeing an accurate rendering builds immediate driver trust—the critical bridge between the car’s AI perception and the human behind the wheel. Accurate visualizations reinforce that the system truly understands its surroundings, reducing range anxiety and skepticism that have slowed autonomous adoption abroad.

Regulators in the EU have repeatedly emphasized human-AI transparency; by customizing visuals to match local reality, Tesla strengthens its case for broader FSD approvals and smoother regulatory reviews.

This move also highlights Tesla’s data-driven engineering philosophy. Rather than rushing generic models worldwide, the company is leveraging its global fleet to learn regional nuances before flipping the switch.

It accelerates FSD’s international expansion while improving safety—misidentified vehicles could erode confidence or, in edge cases, affect decision-making. For a company aiming to deploy robotaxis and unsupervised FSD globally, tailoring visualizations to European, Asian, or other markets is no longer optional; it’s foundational.

Early European owners report the change feels more intuitive, making the car’s “mind” easier to read in daily traffic.

As Tesla continues enabling the remaining visual assets added last year, the pattern is clear: localization is now baked into the FSD roadmap. What began as a small graphics update in Europe could soon appear in other regions, turning the visualization display into a truly worldwide language of autonomy.

With this step, Tesla isn’t just showing trucks differently—it’s proving it’s serious about making FSD work everywhere, one culturally accurate pixel at a time.

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Tesla adds new in-app feature to solve the used EV market’s biggest headache

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Teslas Supercharging
Credit: Tesla

Tesla has quietly rolled out one of its most practical software updates yet — and it could add real dollars to every used Model 3, Y, S, and X on the road.

Starting with the latest Tesla app version, owners now receive an official “Certification of Repaired HV Battery” whenever Tesla performs a major high-voltage battery repair or full replacement. The digital certificate appears directly in the vehicle’s Service History tab inside the Tesla app.

It’s permanent, verifiable, and downloadable as a PDF, so sellers can hand it over to buyers in seconds.

For years, the used EV market has suffered from one glaring problem: nobody could prove what happened to the battery.

Service invoices often vanish when a car changes hands. Third-party battery-health scans are expensive and inconsistent. Buyers, staring at a car with 80,000 miles and an 8-year warranty ticking down, would negotiate hard — or walk away entirely — because the battery is the single most expensive part of any Tesla.

That uncertainty routinely shaved thousands off resale values and slowed the entire secondhand market.

Now Tesla has eliminated the guesswork. The new certificate, which was spotted by Tesla App Updates, logs exactly what work was done, when, and by whom. It lives inside the car’s digital profile forever, exactly where any future owner will look. No more digging through old emails or hoping the previous owner kept paperwork.

The outlet describes why the update is so important:

  • Official Digital Certificates: The string “Certification of Repaired HV Battery” confirms that if your vehicle undergoes a major battery repair or replacement, Tesla will now issue an official, verifiable digital certificate documenting the work.
  • Service History Integration: Strings such as viewRepairedBatteryCert and repairedBatteryCertId indicate that this document won’t be lost in an old email thread. It will be permanently anchored to your vehicle’s profile inside the app’s Service History tab.
  • Easy Exporting: The service_history_repaired_battery_cert_download_fail error state indicates you will be able to download this certificate directly to your phone as a file (likely a PDF) to share with others.

Sellers who have already replaced packs under warranty are especially excited; they can now prove the vehicle received a fresh Tesla battery without any gray-area questions.

The timing couldn’t be better. As more Teslas roll off 8-year/100,000- or 120,000-mile battery warranties, the used market is exploding. Lenders, insurers, and even auction houses have quietly asked for better battery documentation for years. Tesla’s certificate hands it to them on a silver platter.

For current owners, the feature adds peace of mind and protects long-term value. For buyers, it removes the single biggest risk in any used EV purchase. And for Tesla itself, it quietly strengthens the entire ownership ecosystem — making vehicles more liquid, more desirable, and more valuable over time.

In an industry obsessed with range numbers and 0-60 times, Tesla just proved that sometimes the biggest innovation is a simple line in the Service History tab. One small certificate, one giant step for used-EV confidence.

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