Analysts weigh in on Tesla's China FSD opportunity
) has received preliminary approval from Chinese regulators to introduce its advanced driver assistance software, known as Full Self-Driving , in China.
“Importantly, Tesla will also need to navigate government rules on data access, localization, and AI which could complicate technology sharing within/outside of China,” they added. They note that while FSD is not yet a fully unsupervised product, Tesla’s application of end-to-end neural networks “could allow it to develop the product faster than our base case view.”
Last week, it was reported that the National Highway Traffic Safety Administration is probing Tesla’s December 2023 recall of over 2 million vehicles concerning autopilot updates after 20 crashes with the new software.
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