Preliminary autonomous driving systems have emerged as a new battlefront for electric builders in China because they help propel sales and increase brand awareness. The leading players are unanimous that it is necessary to equip their cars with the best hardware and software to compete in the fast-growing market.
A 2024 report from Consultancy Counterpoint Research estimated that 1 million electric vehicles (EVs) in China would meet Level 3 (L3) autonomous driving standards by 2026. A few of the top Chinese automakers, including BYD, have already launched cars with ADAS software that has L3 capability.
Many people following Tesla FSD's progress believe that Tesla is still Level 2 with regards to autonomous driving. However, a few Tesla FSD users observed that the company's progress with ADAS is picking up.
Tesla FSD would certainly heat up the ADAS competition in China. Earlier this month, a few Tesla owners observed that a few FSD (Supervised) buttons popped up in vehicles located in China, suggesting that Musk's expectations might be accurate.
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