Tesla (TSLA) China responded that the news of discussing the authorization of two wheels of Full Self Driving (FSD) with SAIC is not true. On November 17th, there were rumors in the market that Tesla FSD would authorize SAIC to do Robotaxi after entering China. Currently, it is understood that Tesla has communicated with SAIC for two rounds, and Geely has also communicated, but the final conclusion and details are not yet clear.
In September, Tesla's AI team released a technology roadmap on Twitter, followed by the exposure of Tesla FSD's progress in China. The Tesla team expects FSD to be launched in China in the first quarter of 2025, but Tesla also noted later that it is "awaiting regulatory approval".
According to the construction progress of the intelligent computing center and policy regulatory approvals required for Tesla FSD to enter China, as well as Tesla founder Elon Musk's consistent style of "skipping tickets", it is estimated that Tesla FSD's entry into China in the first quarter of 2025 is highly likely to be an optimistic expectation.