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Tesla talks with Samsung for camera modules: report
Samsung Electro-Mechanics (SEM) is discussing a potential supply deal with Tesla for camera modules. SEM is based in Chachoengsao, Thailand and mainly produces electronic components for smartphones, automobiles, and smart home appliances.
As per Reuters, Samsung Electro-Mechanics did not disclose any more details about its potential supply deal with Tesla. However, the multinational components company did state in a regulatory filing that it would work on advancing and diversifying its camera modules. SEM also develops automotive Multilayer Ceramic Capacitors (MLCCs) that work with advanced driver assistance systems and infotainment setups.
SEM’s Automotive Camera Modules
Samsung Electro-Mechanics produces camera modules for autonomous driving, including viewing cameras, sensing cameras, and interior cameras. SEM has outlined the different applications each of its camera modules can perform.
The company’s viewing cameras function much like the cameras that surround the exterior of Tesla’s cars. SEM’s viewing cameras provide a view of the car’s surroundings and a rear view. These camera modules can aid with park assist features and may also replace mirrors–which might come in handy for vehicles like the Tesla Cybertruck. Samsung Electro-Mechanic’s viewing cameras are available in VGA, HD, and full HD versions.
SEM’s sensing cameras would enhance the safety features of a vehicle. They can aid with automatic emergency braking, lane departure warning, forward collision warning, adaptive cruise control, traffic sign recognition, and blind spot detection. Samsung notes that its sensing cameras are optimized for “accurate machine vision applications,” which seem like the perfect fit for Tesla Vision.
Then there are SEM’s interior cameras, which seem to function similar to Tesla’s in-cabin cameras. Both Samsung and Tesla’s interior cameras monitor the car’s cabin.
-->Interior cameras can be used to identify passengers, similar to Face ID on Apple’s iPhone. They can also be used for video conferencing for an in-vehicle office setup.
Potential Tesla Applications for SEM Camera Modules
In a 2016 video, SEM stated its camera modules and other components could combine users’ mobile experiences with traditional automotive experiences.
For instance, SEM camera modules could identify potential ride-share passengers using a mobile smart key access feature that connects devices like key fobs, phones, and smartwatches to the vehicle. Tesla drivers can already use key fobs and smartphones to access their vehicles. They are also the only ones that can remotely summon their cars. SEM’s face recognition idea for ride-share customers could make Tesla’s Robotaxi fleet safer for car owners.
SEM also discussed a wireless charging pad that synced users’ smartphones to the car’s infotainment screen. Syncing mobile features to the car’s dashboard would make functions like video conferencing seamless. Add SEM’s interior cameras into the mix, allowing users to have an in-office vehicle instantly. Apple showcased a similar idea at WWDC 2022 with its next-gen Apple CarPlay.
Watch SEM’s video below!
The Teslarati team would appreciate hearing from you. If you have any tips, contact me at maria@teslarati.com or via Twitter @Writer_01001101.
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News
Tesla Europe rolls out FSD ride-alongs in the Netherlands’ holiday campaign
The festive event series comes amid Tesla’s ongoing push for regulatory approval of FSD across Europe.
Tesla Europe has announced that its “Future Holidays” campaign will feature Full Self-Driving (Supervised) ride-along experiences in the Netherlands.
The festive event series comes amid Tesla’s ongoing push for regulatory approval of FSD across Europe.
The Holiday program was announced by Tesla Europe & Middle East in a post on X. “Come get in the spirit with us. Featuring Caraoke, FSD Supervised ride-along experiences, holiday light shows with our S3XY lineup & more,” the company wrote in its post on X.
Per the program’s official website, fun activities will include Caraoke sessions and light shows with the S3XY vehicle lineup. It appears that Optimus will also be making an appearance at the events. Tesla even noted that the humanoid robot will be in “full party spirit,” so things might indeed be quite fun.
“This season, we’re introducing you to the fun of the future. Register for our holiday events to meet our robots, see if you can spot the Bot to win prizes, and check out our selection of exclusive merchandise and limited-edition gifts. Discover Tesla activities near you and discover what makes the future so festive,” Tesla wrote on its official website.
-->This announcement aligns with Tesla’s accelerating FSD efforts in Europe, where supervised ride-alongs could help demonstrate the tech to regulators and customers. The Netherlands, with its urban traffic and progressive EV policies, could serve as an ideal and valuable testing ground for FSD.
Tesla is currently hard at work pushing for the rollout of FSD to several European countries. Tesla has received approval to operate 19 FSD test vehicles on Spain’s roads, though this number could increase as the program develops. As per the Dirección General de Tráfico (DGT), Tesla would be able to operate its FSD fleet on any national route across Spain. Recent job openings also hint at Tesla starting FSD tests in Austria. Apart from this, the company is also holding FSD demonstrations in Germany, France, and Italy.
News
Tesla sees sharp November rebound in China as Model Y demand surges
New data from the China Passenger Car Association (CPCA) shows a 9.95% year-on-year increase and a 40.98% jump month-over-month.
Tesla’s sales momentum in China strengthened in November, with wholesale volumes rising to 86,700 units, reversing a slowdown seen in October.
New data from the China Passenger Car Association (CPCA) shows a 9.95% year-on-year increase and a 40.98% jump month-over-month. This was partly driven by tightened delivery windows, targeted marketing, and buyers moving to secure vehicles before changes to national purchase tax incentives take effect.
Tesla’s November rebound coincided with a noticeable spike in Model Y interest across China. Delivery wait times extended multiple times over the month, jumping from an initial 2–5 weeks to estimated handovers in January and February 2026 for most five-seat variants. Only the six-seat Model Y L kept its 4–8 week estimated delivery timeframe.
The company amplified these delivery updates across its Chinese social media channels, urging buyers to lock in orders early to secure 2025 delivery slots and preserve eligibility for current purchase tax incentives, as noted in a CNEV Post report. Tesla also highlighted that new inventory-built Model Y units were available for customers seeking guaranteed handovers before December 31.
This combination of urgency marketing and genuine supply-demand pressure seemed to have helped boost November’s volumes, stabilizing what had been a year marked by several months of year-over-year declines.
-->For the January–November period, Tesla China recorded 754,561 wholesale units, an 8.30% decline compared to the same period last year. The company’s Shanghai Gigafactory continues to operate as both a domestic production base and a major global export hub, building the Model 3 and Model Y for markets across Asia, Europe, and the Middle East, among other territories.
Tesla bear Michael Burry got blunt with his beliefs over the company’s valuation, which he called “ridiculously overvalued” in a newsletter to subscribers this past weekend.
“Tesla’s market capitalization is ridiculously overvalued today and has been for a good long time,” Burry, who was the inspiration for the movie The Big Short, and was portrayed by Christian Bale.
Burry went on to say, “As an aside, the Elon cult was all-in on electric cars until competition showed up, then all-in on autonomous driving until competition showed up, and now is all-in on robots — until competition shows up.”
Tesla bear Michael Burry ditches bet against $TSLA, says ‘media inflated’ the situation
For a long time, Burry has been skeptical of Tesla, its stock, and its CEO, Elon Musk, even placing a $530 million bet against shares several years ago. Eventually, Burry’s short position extended to other supporters of the company, including ARK Invest.
Tesla has long drawn skepticism from investors and more traditional analysts, who believe its valuation is overblown. However, the company is not traded as a traditional stock, something that other Wall Street firms have recognized.
While many believe the company has some serious pull as an automaker, an identity that helped it reach the valuation it has, Tesla has more than transformed into a robotics, AI, and self-driving play, pulling itself into the realm of some of the most recognizable stocks in tech.
Burry’s Scion Asset Management has put its money where its mouth is against Tesla stock on several occasions, but the firm has not yielded positive results, as shares have increased in value since 2020 by over 115 percent. The firm closed in May.
In 2020, it launched its short position, but by October 2021, it had ditched that position.
Tesla has had a tumultuous year on Wall Street, dipping significantly to around the $220 mark at one point. However, it rebounded significantly in September, climbing back up to the $400 region, as it currently trades at around $430.
It closed at $430.14 on Monday.
Tesla Europe rolls out FSD ride-alongs in the Netherlands’ holiday campaign
Tesla sees sharp November rebound in China as Model Y demand surges
