Tesla’s flex circuit technology could shake things up for companies that produce wiring and other electrical products.
A company specializing in wiring manufacturing called Lear Corporation was the target of bubbling doubts over how the flex circuit technology will impact future demand for wiring and cables.
During an earnings report, Chris McNally, an analyst from Evercore ISI, asked if flex circuits could “significantly reduce” wiring to the point where it would impact Lear’s business.
Frank Orsini, an executive at Lear Corp., didn’t seem fazed by the potential impact.
“The flex circuits and different types of applications in the vehicle is nothing new to Lear even. We’ve actually used flex circuits in the past. We have the technology in our product portfolio. It is more expensive technology than traditional applications of wire,” Orsini said. “What we do well in the industry is we optimize the architecture … We don’t see the usage of wire shrinking. Wires are very secured way of connecting the signaling and data communication in the vehicle.”
So while flex circuits could affect future wiring production, some company executives think that it doesn’t pose a major threat.
Flex circuits are basically a circuit system that can be molded and changed into different shapes. Overall, it drastically reduces the amount of cables and wiring needed when producing big electric-based projects like an EV.
Tesla patented a type of flexible circuit technology in 2013 for battery connection.
All the talk can be seen by Tesla fans as another way the company is pushing EV manufacturing into the future. Tesla has already had an impact on the auto market, with major automotive companies like BMW group and Volvo making the switch to electrified vehicles.
With flex circuits, the discussion can shift to how Tesla will impact production in the EV market as well. Based on CEO Elon Musk’s plans to vertically integrate all areas of vehicle production, implementing different wiring logistics could also impact how suppliers fit into the EV equation. Musk confirmed during Tesla’s first-quarter earnings call that the future Model Y compact SUV will utilize a new electrical system with significantly reduced wiring over previous models. This will enable faster manufacturing and an overall less complex design. Tesla’s flagship Model S and Model X have approximately 3 km of wiring within the vehicle, while Tesla’s highly anticipated Model 3 will have roughly half of that at 1.5km of wiring. Model Y, on the other hand, will only have 100m of wiring, a 95% reduction over Model 3.
As the Model 3 enters full-scale production, investors will get a chance to see just how big of an impact Tesla will have on EV manufacturing and the automotive industry as a whole.
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LG Energy Solution pursuing battery deal for Tesla Optimus, other humanoid robots: report
Optimus is expected to be one of Tesla’s most ambitious projects, with Elon Musk estimating that the humanoid robot could be the company’s most important product.
A recent report has suggested that LG Energy Solution is in discussions to supply batteries for Tesla’s Optimus humanoid robot.
Optimus is expected to be one of Tesla’s most ambitious projects, with Elon Musk estimating that the humanoid robot could be the company’s most important product.
Humanoid robot battery deals
LG Energy Solution shares jumped more than 11% on the 28th after a report from the Korea Economic Daily claimed that the company is pursuing battery supply and joint development agreements with several humanoid robot makers. These reportedly include Tesla, which is developing Optimus, as well as multiple Chinese robotics companies.
China is already home to several leading battery manufacturers, such as CATL and BYD, making the robot makers’ reported interest in LG Energy Solution quite interesting. Market participants interpreted the reported outreach as a signal that performance requirements for humanoid robots may favor battery chemistries developed by companies like LG.
LF Energy Solution vs rivals
According to the report, energy density is believed to be the primary reason humanoid robot developers are evaluating LG Energy Solution’s batteries. Unlike electric vehicles, humanoid robots have significantly less space available for battery packs while requiring substantial power to operate dozens of joint motors and onboard artificial intelligence processors.
LG Energy Solution’s ternary lithium batteries offer higher energy density compared with rivals’ lithium iron phosphate (LFP) batteries, which are widely used by Chinese EV manufacturers. That advantage could prove critical for humanoid robots, where runtime, weight, and compact packaging are key design constraints.
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Tesla receives approval for FSD Supervised tests in Sweden
Tesla confirmed that it has been granted permission to test FSD Supervised vehicles across Sweden in a press release.
Tesla has received regulatory approval to begin tests of its Full Self-Driving Supervised system on public roads in Sweden, a notable step in the company’s efforts to secure FSD approval for the wider European market.
FSD Supervised testing in Sweden
Tesla confirmed that it has been granted permission to test FSD Supervised vehicles across Sweden following cooperation with national authorities and local municipalities. The approval covers the Swedish Transport Administration’s entire road network, as well as urban and highways in the Municipality of Nacka.
Tesla shared some insights into its recent FSD approvals in a press release. “The approval shows that cooperation between authorities, municipalities and businesses enables technological leaps and Nacka Municipality is the first to become part of the transport system of the future. The fact that the driving of the future is also being tested on Swedish roads is an important step in the development towards autonomy in real everyday traffic,” the company noted.
With approval secured for FSD tests, Tesla can now evaluate the system’s performance in diverse environments, including dense urban areas and high-speed roadways across Sweden, as noted in a report from Allt Om Elbil. Tesla highlighted that the continued development of advanced driver assistance systems is expected to pave the way for improved traffic safety, increased accessibility, and lower emissions, particularly in populated city centers.
Tesla FSD Supervised Europe rollout
FSD Supervised is already available to drivers in several global markets, including Australia, Canada, China, Mexico, New Zealand, and the United States. The system is capable of handling city and highway driving tasks such as steering, acceleration, braking, and lane changes, though it still requires drivers to supervise the vehicle’s operations.
Tesla has stated that FSD Supervised has accumulated extensive driving data from its existing markets. In Europe, however, deployment remains subject to regulatory approval, with Tesla currently awaiting clearance from relevant authorities.
The company reiterated that it expects to start rolling out FSD Supervised to European customers in early 2026, pending approvals. It would then be unsurprising if the company secures approvals for FSD tests in other European territories in the coming months.
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Tesla owners in Sweden get direct attention from pro-union groups
As part of their efforts, the group has started distributing informational leaflets to Tesla vehicles across Stockholm, urging them to pressure the electric vehicle maker to sign a collective agreement.
Amid Tesla Sweden’s ongoing conflict with trade union IF Metall, a group of pro-union supporters has begun directing their attention to actual Tesla owners.
As part of their efforts, the group has started distributing informational leaflets to Tesla vehicles across Stockholm, urging them to pressure the electric vehicle maker to sign a collective agreement.
Leaflets on parked Tesla vehicles
As noted in a Dagens Arbete (DA) report, participants of the protest place yellow information slips on parked Tesla vehicles across parts of Stockholm. The slips resemble parking notices that contain information related to the unions’ ongoing strike against Tesla Sweden.
Participants involved in the activity said the leaflets were intended to inform consumers rather than target individual owners. The action was carried out in public areas, with leaflets placed on windshields of parked vehicles. When vehicle owners are present, organizers said they provide verbal explanations of the labor dispute.
Tesla has not commented publicly about the matter as of writing.
Recurring demonstrations against Tesla
The leaflet distribution effort follows weekly demonstrations that have taken place outside Tesla’s workshop and office in Upplands Väsby, where protesters typically gather to express support for a collective agreement. Those demonstrations have included informational outreach to customers and workers and, at times, police presence, according to prior reporting.
In a comment, one of the protesters stated that even Tesla owners must be concerned about the unions’ conflict with the electric vehicle maker. “You may think it doesn’t concern you, as you only drive a car. But it does, as we all have a responsibility for the rules in Sweden.
“We are not looking to hunt down individual Tesla owners. Rather, this is a way to spread opinion and increase pressure on Tesla. It should have some impact if several Tesla owners come in and say that you should sign a collective agreement,” one of the protesters stated.
LG Energy Solution pursuing battery deal for Tesla Optimus, other humanoid robots: report
Tesla receives approval for FSD Supervised tests in Sweden
