CICC: Tesla's global expansion of FSD may accelerate the increase in global smart driving penetration

格隆汇2026/06/03 00:49

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Glonghui, June 3 — China International Capital Corporation (CICC) released a research report stating that Tesla is accelerating the global expansion of its FSD (Full Self-Driving) network, which is expected to further boost the adoption rate of intelligent driving worldwide. Meanwhile, Tesla’s advancements in high-level intelligent driving and Robotaxi are creating a disruptive effect, further enhancing consumer acceptance of intelligent driving and driving the industry chain into a period of volume expansion. FSD has expanded into 10 countries globally. Specifically for the Chinese market, Tesla has made thorough preparations in data compliance, establishing its own computing center, and working deeply with domestic mapping companies to obtain necessary qualifications. Thanks to the enhanced experience of FSD v14, both the driving mileage and subscription rate of FSD have grown rapidly. The report asserts that as FSD enters multiple global markets and gradually transitions to a subscription model, it will promote the commercialization of intelligent driving software fees and further increase the global penetration rate of intelligent driving.

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路透社•2026/10/08 16:11