[News] Tesla to Roll Out FSD in China Using TSMC-Made Chips Amid Rising Local Competition

According to a report from Economic Daily News, Tesla’s Full Self-Driving (FSD) system is set to roll out in China, aiming to compete with BYD’s “God’s Eye” system.

On the 25th, Tesla announced that it has begun phased software updates for customers in China, introducing Autopilot for urban roads and enhancements such as driver monitoring via in-cabin cameras, as the report indicates.

Tesla’s FSD Chips Manufactured by TSMC

Notably, the report highlights that Tesla’s autonomous driving upgrades utilize some FSD chips produced by TSMC.

As noted by Economic Daily News, citing sources, Tesla’s FSD chip upgrade now relies on TSMC’s 5nm (including 4nm) process, while Samsung continues to supply older FSD chips and memory components.

Furthermore, the report indicates that Tesla’s Dojo supercomputer, which serves as the brain behind FSD system, primarily utilizes TSMC’s 7nm process and integrates InFO-SoW advanced packaging to meet high-speed computing and customization demands.

Meanwhile, as autonomous driving technology and advanced driver-assistance systems (ADAS) rapidly advance, the report highlights an expected surge in demand for CMOS image sensors (CIS).

Tesla’s Challenge in Introducing FSD in China

However, despite these technological advancements, Tesla faces significant hurdles in deploying its FSD system in China. A Reuters report highlights that while the updated features resemble Tesla’s FSD system, they are less advanced in China due to insufficient data training on local roads and traffic regulations.

As Reuters notes, delays in deploying a full FSD system in China have put Tesla at a disadvantage against domestic competitors like Huawei, Xiaomi, and BYD, which have already launched numerous EVs equipped with advanced smart-driving software capable of navigating China’s complex urban traffic.

Read more

• [News] BYD Achieves Record 2024 Sales, Challenging Tesla’s Lead
• [News] TSMC Reportedly Commences Production of Tesla’s Next-Generation Dojo Chips, Anticipates 40x Increase in Computing Power in 3 Years

(Photo credit: Tesla)