Tesla FSD technology is difficult to land.

　　Financial Investment News reporter Xue Lei

　　Musk’s visit to China was broadcast on the news network, and was paid attention to together with FSD (fully automatic driving) technology. As for other joint purposes, it is said that we want to seek the further landing of FSD technology in China market. However, although "Musk’s visit to China" can be broadcast on the news, "Tesla’s FSD technology landed in China" is very difficult.

　　First of all, the problem of data security lies ahead. China’s autonomous driving supervision policy is quite strict, especially in data security and privacy protection. Most of Tesla’s databases are abroad, and Chinese laws clearly stipulate that all user data must be stored in China, which means Tesla must establish and maintain a data center in China. This not only involves huge investment, but also needs to ensure that the technological advancements of these centers are consistent with those of other data centers around the world, and at the same time meet China’s requirements for data security.

　　If Tesla’s FSD technology needs to transmit data overseas, such as global data analysis or using global servers, there are many regulations to be observed during this period, such as what can and can’t be transmitted, and what approval procedures are required to transmit data. There are many problems to pay attention to, and there are many processes to go.

　　The second is the problem of technical adaptation. China’s technical standards in the field of smart cars are different from those in the world. Tesla needs to adapt FSD technology to the road conditions, traffic rules and driving habits in China, which means a series of adjustments are needed. The road traffic environment in China is complex and changeable, which puts forward higher requirements for the adaptability and reliability of FSD technology.

　　Although Tesla has many loyal fans in China, many people still hold a wait-and-see attitude towards FSD technology. Besides, the smart car market in China is booming, and local enterprises have invested heavily in autonomous driving technology, and they have a deeper understanding of the local market. It is not easy for Tesla to gain a share in the China market, except to overcome technical problems, but also to find its own foothold in the fierce market competition.

　　 FSD technology itself is a "golden cave", and research and development, testing and deployment of fully automatic driving technology require a lot of capital investment. In order to enter the China market, Tesla also needs to establish a corresponding service and support system in the China market, which also requires a lot of money and resources. Of course, there is no shortage of money to deploy Musk in the early stage, but how to make a profit in the later stage? A few days ago, Tesla launched the EAP subscription service, which costs as much as 699 yuan per month. This price is unique among domestic car companies and has no competitive advantage at all.

　　For China car companies, Tesla’s FSD technology is not terrible. In China’s electric vehicle market, domestic car companies have too many advantages, and Tesla needs to complete localization, but domestic car companies are old aborigines, which is an inherent advantage. For domestic car companies at this stage, Tesla only acts as a "catfish". Regardless of whether they finally enter the market or not, the FSD technical duel of domestic car companies has begun. However, with the passage of time, this uncertainty will become greater. After the embarrassing period of Tesla’s localization, the good play will begin.