Tesla's next generation FSD hardware will be manufactured by TSMC
As Tesla continues to send out the latest FSD Beta, 10.69.3.1, the next generation of Tesla's FSD computer will be using chips manufactured by Taiwan Semiconductor Manufacturing Company Limited (TSMC). Although you may be familiar with this company, there may be a product in your hand now that uses its technology. Apple is a significant customer of TSMC.
Tesla is reportedly dropping Samsung to go with TSMC for the next generation of the Full Self Driving computer. The current computer, Hardware 3, is already a major force. But there are reports that Tesla is preparing a Hardware 4 computer. It's believed to be about three times faster than the current computer.
These TSMC chips are considered the most sophisticated available at 4-nanometer and 5-nanometer processes. They have increased speed and reduced power consumption compared to the previous 7-nanometer process.
A report published by the Taiwan Economic Daily and China's IT House states (translation provided by Electrek): TSMC is receiving orders for vehicles, and it is reported that it has replaced Samsung and won a large order for Tesla's new generation of fully automatic driver assistance (FSD) chips, which will be produced at 4/5 nanometers. Tesla is expected to become one of TSMC's top seven customers next year. It is the first time that TSMC's main customer has a pure electric car factory, which will help resist the impact of consumer electronics boom adjustments.
While TSMC, one of the largest semiconductor companies in the world, is no stranger to the high demand and popular products, this would be the first time it is supplying to an electric vehicle company. Samsung may have lost the chip deal, but it will still be a big part of Tesla's future. In addition, Samsung is producing the advanced cameras that Tesla requires now that FSD relies on Vision only for its Advanced Driver Assistance System (ADAS).
Tesla used Nvidia hardware before switching to the Samsung chip in 2019. The launch of hardware 3.0 increased the frames processed by 21 times. But Elon Musk has stated a new chip has been in the works for years. FSD Version 11 is right around the corner, and it includes a single technology stack to support city and highway driving. So it seems the next big advance will be in the hardware.
Tesla is getting ready to introduce WiFi garage door support to their vehicles through MyQ.
Since our article yesterday additional details have emerged about how MyQ will operate, which vehicles will be supported and whether there will be a cost to use the service. This information is based on a page that appeared briefly on MyQ's website but has since been removed.
MyQ's website stated that support for their garage door openers would be coming to the Model 3 and Model Y. While this makes a lot of sense because those vehicles don't include a HomeLink module, we'd be surprised if Tesla didn't also add support for the Model S and Model X.
Let's get cost out of the way. Although MyQ does not charge a fee today to remotely open and close their garage doors, they do plan on charging a fee to use their devices in vehicles. This could be looked at similarly to how some services are free to use on a PC but require a subscription to use on your mobile phone.
The price posted on MyQ's website was a five-year plan for $179, which is still cheaper than Tesla's $350 installation cost for HomeLink.
Unfortunately, this removes a big benefit we thought MyQ would have over buying a HomeLink module for the Model 3 or Model Y. For Model S and Model X owners who already have HomeLink included in their vehicles, it may not make as much sense.
However, MyQ does provide some advantages over HomeLink.
The good news is that MyQ integration will be very similar to HomeLink, and better in some ways. What appears to be a rendering of the feature working in a Tesla was also posted to their website which shows off a screen very similar to HomeLink.
On the MyQ settings screen, you'll have a list of supported devices on the left side, such as garage doors, gates and possibly lights, but we haven't see any evidence of the latter yet.
On the right side, you'll see options pertaining to the device selected, such as its current state, whether the garage door should auto-open or close and the distance when the device should be triggered.
You'll also be able to have the vehicle fold in its mirrors when reaching the target location.
If you've used HomeLink, this should all look very familiar since it's almost exactly the same. However, there are a couple of differences that give the advantage to MyQ.
The first is that MyQ is a smarter system and it knows the state of your garage door. So if you're arriving home and the garage door is already open, it won't try to close it on you.
The other advantage is distance. Since MyQ works over the internet you'll be able to trigger the garage door or gate from further down the driveway, giving the door plenty of time to fully open before you arrive.
MyQ supports an array of devices, but it waits to be seen whether there will be support for these additional devices such as lights and door locks.
Tesla requested more time for details to be kept confidential, and in doing so, everyone now knows something is up. A document dated November 18, 2022, appeared on Twitter on December 6. It’s from Tesla Inc. and addressed to the Federal Communications Commission. In the brief letter, Certification Engineer Cindy Li requests a 60-day extension of a previous agreement to keep a device secret. This mysterious letter set the Tesla sphere on fire with speculation to find out what is the secret device.
All we know from the letter is that model number 1541584 includes a user manual, internal photos, external photos, and test setup photos. Whatever this device is, it was going to be made public by the FCC on December 7, 2022. Tesla asked for an extension because the device will not be ready until mid-January 2023. The company wants to “avoid any unnecessary disclosure and competitive harm before our product launch…”
The poster of the letter, Twitter user @Taka87 reached out to well-known Tesla hacker @greentheonly, for some insight. The response: … something potentially major planned for mid-January which is just a bit over a month away... Like something that coincides with a sensor suite change.
That opens the door for the return of radar, which was removed last year and/or ultrasonic sensors, which Tesla just scrapped in October when it made the call to go completely with Tesla Vision. At that time, Tesla said in a statement: With today's software, this approach gives Autopilot high-definition spatial positioning, longer range visibility and the ability to identify and differentiate between objects. As with many Tesla features, our occupancy network will continue to improve rapidly over time.
There has also been a lot of speculation about HW4, where a high-resolution radar is believed to be part of the full self-driving sensor suite. HW4 goes as far back as the 2021 A.I. Day when Elon Musk said a new FSD computer would come out with the Cybertruck. This upgrade is now reportedly being developed by the Taiwan Semiconductor Manufacturing Company Limited (TSMC). It is expected to be much more powerful than the current hardware by as much as four times.
Elon has also previously commented on HD radar, saying "A very high-resolution radar would be better than pure vision, but such a radar does not exist. I mean vision with high-res radar would be better than pure vision."
An unidentified part, closely resembling a new radar was found on Tesla's Parts Catalog back in September by @GreenTheOnly. This mysterious item was marked but suspiciously not given a name, a part number or a description. However, given Green's experience with the inner workings of these vehicles, Green believes it is a new Tesla radar. In a follow-up tweet, he doubled down on his stance, saying the part matches the high-resolution radar Tesla registered with the U.S. Federal Communications Commission in June.
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