AutoBeta(AutoBeta.net)01/08 Report--

Yesterday, Tesla CEO Elon Musk announced on Twitter that starting from January 17, the purchase price of Tesla's fully autopilot system FSD has increased from US $10, 000 to US $12000. If you use subscribers who rent FSD every month, the monthly usage fee will also increase accordingly. At present, Tesla FSD system has been developed to 10.8 beta version, and this version will be pushed to all users as an official version.

The self-driving function is a big selling point in the promotion of electric cars, and Tesla has been promising users to provide self-driving cars since 2016. Tesla said in April 2020 that he would launch FSD to the market. On July 17, 2021, Tesla allowed Tesla car owners to subscribe to FSD at a monthly price of $199. previously, car owners had to pay $10000 for the service. The software industry likes to use this monthly subscription method to reduce users' first-time payment costs and improve user conversion, such as Microsoft's Office365, domestic WPS and so on. More and more software developers have obtained a large number of users who are unwilling to spend a lot of money to buy out through subscription. In fact, when users subscribe for several years, software developers will actually earn more than one-time sales. This is why the software industry likes subscription. Tesla has a strong American Silicon Valley gene, so why not increase his income in this way.

At present, most of Tesla's new cars are equipped with self-driving assist kit Autopilot, which is already the standard configuration of the new Model S, X, Y and 3 models. This function can achieve limited autopilot functions and automatic emergency braking, forward collision warning, lane maintenance and adaptive cruise control. If you need more advanced features, you need to pay for the fully autopilot system FSD system, and if the vehicle does not have this hardware, you need to buy additional FSD hardware first. One is driving assist Autopilot, and the other is fully autopilot system FSD. By contrast, it will be more advanced and can achieve functions such as automatic lane change, signal light recognition and "intelligent summoning". With intelligent summoning, car owners can wait for Tesla to drive himself at the gate of the parking lot.

Tesla's software iteration speed is very fast, usually a small version will be released in a month or two, one is to quickly fix the problems, and the other is to launch a new function to keep the software attractive. Tesla's latest FSD version is the 10.8 Beta beta. Before the official version is released, FSD subscribers can voluntarily apply to become a beta mouse to experience the new features. Take the 10.8 version as an example, according to the video shared by two different testers, the new version has some new features.

In the narrow aisle, when FSD identified a pedestrian with a suspected intention to cross, it achieved a quick stop to allow pedestrians to pass first. In another video, when Tesla meets a meeting car in the same narrow aisle, FSD guides the vehicle to avoid pedestrians first, then hit to the right to make way for the opposite vehicle, while withdrawing the left rearview mirror to let the other side pass, and so on, the other side reopens the left rearview mirror, bypassing obstacles and driving to the left, which looks very advanced.

But don't be afraid of ten thousand, just in case. The National Highway Traffic Safety Administration has been following up the investigation of Tesla's FSD system, and its chairman believes that Tesla's use of the term "fully autonomous driving" is "misleading and irresponsible" because consumers pay more attention to marketing than the warning on the car manual or the company's website. The publicity of fully autonomous driving will mislead many people to misuse and abuse the technology, and FSD may have caused a number of accidents. Therefore, Tesla was asked to explain in detail how vehicles respond to emergencies in autopilot mode.

Tesla has been hinting that users only need to enter a location in the navigation system to carry out virtual autopilot on highways and city streets. On the one hand, it is still part of the L2 driving assistance system in the user manual and explained to the investigation agency, so the driver is still responsible for the vehicle, must put his hand on the steering wheel and is ready to take over the vehicle. In an interview at the end of last month, Musk said Tesla's driving skills would reach L4 autopilot by the end of 2022.

Not long ago, Tesla adjusted the prices of some models in China on the last day of 2021. Among them, the price of Model3 rear wheel drive version is adjusted to 265652 yuan, which is 10,000 yuan higher than the previous price; the price of Model Y rear wheel drive version is adjusted to 301840 yuan, which is 21088 yuan higher than the previous price. If Tesla's price rise is due to the shortage of chips in 2021 and the rise of upstream steel, aluminum and other materials. And software revenue is Tesla's income. According to the financial report, software revenue, including Tesla FSD, was $894 million in the third quarter of last year, accounting for 6.5 per cent of the $13.757 billion in revenue in that quarter. This makes Tesla's gross profit margin of 30.5%, higher than BMW-Mercedes-Benz and other car companies. It is estimated that Tesla will have more than 18 million stock car owners in 2030, of which nearly 80% will become FSD subscription paying subscribers. FSD's subscription service fee will reach 16 billion US dollars per year. According to its gross profit margin of 80%, the corresponding FSD subscription service fee gross profit will be as high as 13 billion US dollars.

Perhaps because of maps or road conditions and other reasons, Tesla currently provides subscription services only in the United States, while in Tesla's other two major markets, China and Europe, there is no news yet. Domestic Xiaopeng's autopilot system XPILOT 3.0 will be higher than Tesla's, and the lifetime service fee for its software and upgrade services is 36000 yuan. In the first quarter of last year, Xiaopeng officially included this income in its financial report separately, with an income of 80 million yuan in the first quarter. In its earlier release of ET5, Xilai Motors said that all the NAD is standard, and it also uses a monthly subscription fee of 680 yuan, while ideal Motors does not charge for this service.

Electric vehicle technology is developing rapidly and is often criticized in terms of self-driving and battery life, but it is much higher than traditional fuel vehicles in terms of profit innovation and profitability.

Welcome to subscribe to the WeChat public account "Automotive Industry Focus" to get the first-hand insider information on the automotive industry and talk about things in the automotive circle. Welcome to break the news! WeChat ID autoWechat