Tesla appears to be transitioning its first radar-equipped vehicles to Tesla Vision
Not a Tesla App
Tesla has recently started rolling out their latest 2022.20 update, version 2022.20.9.
Although minor revisions such as these usually only contain minor fixes, this update appears to contain several new features.
Transitioning to Tesla Vision
In May of 2021 Tesla introduced their first vehicles with Tesla Vision. These vehicles no longer included the radar hardware and instead relied on Tesla's vision-only system.
Although the vehicles initially lacked some features when compared to their radar-equipped counterparts, they have now mostly caught up through software updates.
However, most of these features have now been added to Tesla Vision vehicles. The only area in which vision-based cars are still behind vehicles with radar is the maximum Autopilot speed allowed and the minimum follow distance.
After several updates, the maximum Autopilot speed for vision cars is now 85 MPH and the follow distance can now be set between two and seven car lengths.
With update 2022.20.9 Tesla appears to be adding Tesla Vision to vehicles with a radar for the first time.
The only other instance that we're aware of in which a radar-equipped vehicle would have Tesla Vision would be if they were enrolled in the FSD Beta program.
If you have Tesla's FSD Beta, then your car is already relying on vision only for Autopilot use.
It's not clear yet whether all vehicles with radar will transition to Tesla Vision with this update or if Tesla will be rolling out the feature slowly while listening closely for feedback. Tesla used this method when they carefully rolled out the 'Apply Brakes When Regen is Limited' feature. Although the feature was initially part of 2022.16, many customers only found the feature enabled in later software updates.
We have seen three vehicles transition to Tesla Vision with this update, a 2021 Model S, a refresh Model X and a Model Y.
Dynamic Brake Lights
Another new feature in 2022.20.9 is the introduction of Dynamic Brake Lights into additional markets.
Tesla's Dynamic Brake Lights feature will automatically flash your brake lights quickly if you suddenly slow down.
Your hazard lights will also flash temporarily if you come to a complete stop.
This feature was previously rolled out to many European nations in 2020, but it is now being expanded to several new countries. Some of the new countries include Australia and New Zealand, but there may be others included as well. We do know that the U.S. is not one of the new markets.
We should know more about vehicles transitioning to Tesla Vision and which markets are receiving the Dynamic Brake Lights feature as update 2022.20.9 continues to roll out to additional vehicles.
Following a recent change to tariff rates on Chinese imports, including EV components like batteries and raw materials, Tesla has discontinued sales of the Model 3 Standard Range Rear-Wheel Drive in the U.S.
The SR RWD model is no longer available for custom orders, although some units are still listed on Tesla’s inventory page. The vehicles listed on the inventory page are those that have already been imported into the U.S. and thus remain available for sale.
Tax Credit
The US Federal EV Tax Rebate doesn’t count towards the Model 3 Standard Range – which ships with an LFP battery that is primarily produced and manufactured in China at CATL.
While the Standard Range Rear Wheel Drive variant was the cheapest Tesla on offer at $38,990, the Long-Range RWD was cheaper at $42,490 if you include the $7,500 Tax Rebate – which is offered at the point of sale. After the discount, the Long Range RWD is only $34,990.
That means that offering this the Standard Range model – for the vast majority of Americans who are eligible for the Tax Rebate – didn’t make a lot of sense. There wasn’t a particular reason to purchase the Standard Range variant over the Long-Range Variant – unless you were one of the few not eligible for the Tax Rebate.
Those not eligible were also those more likely to buy a Model 3 Performance or Model S instead – as their income likely places them far above the tax brackets that the EV Rebate applies for, or otherwise completely unable to afford the purchase of a new vehicle.
Canadian Tariffs
Canada has followed the lead of the US on tariffs on Chinese goods, which includes EVs. Canada is imposing a 100% tariff and also eliminating the federal EV rebate of $5,000 CAD on EVs built in China. Tesla did warn initially that price increases could be coming to the Canadian market.
Instead, as we expected, Tesla has begun to source its vehicles from the United States for the Canadian market instead, which are still applicable for the EV rebate, and do not have the tariff applied to them. Now, both Fremont and Giga Texas will begin sourcing vehicles for Canada for the first time since late 2022 – when the last few vehicles from Fremont made the trip to Canada.
Interestingly, the regular Standard Range RWD model is still available in Canada – not the Long Range. We’re expecting Tesla to make a change to this within the next few days – changes to the Canadian site usually follow the American site.
This morning, Tesla shared its production and delivery figures for the third quarter of 2024, showing continued growth in vehicle production and energy storage deployments.
For Q3, Tesla produced a total of 469,796 vehicles, with 462,890 vehicles delivered to customers. The Model 3 and Model Y accounted for 443,668 vehicles produced and 439,975 delivered. Tesla's other models — which Tesla doesn’t break out, include the Model S, Model X, Cybertruck, and Semi, which made up the remaining 26,128 vehicles produced and 22,915 delivered.
The energy storage business also saw strong growth, with 6.9 GWh of storage products deployed during the quarter. This is down from 9.4 GWh last quarter, which was a quarterly record for Tesla.
Q3 2024 Production & Deliveries Breakdown
Model
Production
Deliveries
Model 3/Y
443,668
439,975
Other Models
26,128
22,915
Total
469,796
462,890
The delivery numbers met Wall Street expectations, which forecasted about 463,000 units. Tesla’s numbers mark a 6% increase year-over-year and a 4% growth over the previous quarter.
Tesla’s Q3 Financial Results Announcement
Tesla plans to release its complete financial results for the third quarter after market close on Wednesday, October 23, 2024. Following the results, Tesla management will hold a live Q&A webcast to discuss the company’s financial performance and outlook.
When: Wednesday, October 23, 2024
Time: 4:30 p.m. Central Time / 5:30 p.m. Eastern Time
Tesla will also have an archived version of the webcast will be available on Tesla’s website approximately two hours after the session concludes.
Financial Performance
Tesla emphasized that vehicle deliveries and energy deployments are just two of the many metrics that reflect the company’s overall financial performance. The company’s quarterly financial results will be influenced by factors such as average selling price, cost of sales, and foreign exchange movements. The full financial results will be shared in the 10-Q filing, covering the period ended September 30, 2024.
As the company prepares for its third-quarter earnings call later this month, industry watchers will be looking closely for updates on its ongoing projects, including the Cybertruck ramp-up, energy division growth, and developments in new markets.
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