Tesla HW4 Removes Daughter Board: Saves Millions and Increases Reliability

By Lennon Cihak
Munro Live talks about Tesla's new hardware 4.0
Munro Live talks about Tesla's new hardware 4.0
Munro Live/YouTube

The creative and talented team over at Munro Live has shared some exciting new information about Tesla’s highly anticipated HW4.

Last month, Tesla hacker and owner Greentheonly leaked photos of the HW4 computer, citing a myriad of new features and improvements. The new computer will allegedly be 2-4x faster than HW3. A portion of this computing power will likely go toward processing additional data from the upgraded 5MP cameras.

Along with the upgraded 5MP cameras come some additional changes that make it hard for Tesla to retrofit HW4 into previous vehicles. The layout of the HW is quite different and, as noted in Munro Live’s video, the board is significantly larger, among other things.

The Power of Tesla

One thing in particular the Munro & Associates team uncovered was that Tesla removed the separate graphics card and integrated it directly onto the MCU circuit board. The Munro team said this would increase performance by removing the communication bottleneck between the two boards. Furthermore, this integration will save Tesla around $2 per vehicle due to removing some small parts and it will help streamline manufacturing.

Not Only for Cost Savings

This speaks volumes about the power and manufacturing abilities of Tesla. While $2 per vehicle isn't a big deal on its own, the cost savings alone, which are expected to be up to 4 million dollars this year, will more than pay for the engineering time spent on making these changes. However, the bigger win will come in having fewer parts to handle and assemble when building a vehicle. It will also help increase the vehicle's reliability by having fewer failure points.

The AMD-powered infotainment processor is unchanged in HW4, but the processor utilized for taking the input from the cameras and sensors is now larger and received a performance boost. Tesla is expected to transition all vehicles to hardware 4 this year, including the upcoming Cybertruck (new Cybertruck features uncovered at Investor Day)which is expected to begin manufacturing this summer.

Watch Munro Live’s HW4 Teardown

Tesla's Supercharger Team Shakeup: Firings, Rehiring, and Future Prospects

By Karan Singh

Tesla recently fired the entire Supercharger team, including Tesla’s head of charging – Rebecca Tinucci, after she pushed back on the extreme layoffs that took place right before the cut.

The Supercharger team consisted of over 500 employees, at least after the initial layoffs. In the following days and weeks, Tesla began to rehire some of the employees that it had fired.

Some Damage Done

In the immediate aftermath of the firing of the Supercharger team, contractors and site planners were left bewildered, with no contact from the Supercharger team that was responsible for payment, planning, and decision-making.

As this has played out, new Supercharger deployments have been reduced – stations that were already being built are being completed, but no new announcements have been made since t

It was dire news at the time - but it isn’t all bad.

Returning Employees

Now, more and more of the employees that were fired are beginning to return to Tesla, some of whom are announcing that they were asked to return to Tesla in their previous capacities.

George Bahadue, Senior Manager of Site Acquisition and Business Development commented on LinkedIn:

“Two weeks ago, I was asked to return to Tesla in my previous capacity heading up the business development and site acquisition for Tesla charging – I accepted.”

His reasoning to accept the position was a quote from Rebecca Tinucci:

“You work at Tesla because you hope to have at least a small impact on our collective future – aspirationally, to leave the world better for our children and grandchildren and their children and grandchildren – by accelerating the transition to sustainable energy. And that mission is too important to allow any distractions.”

New Stations Could be Coming Soon

With the restaffing of the Supercharger team, especially with the return of George Bahadue, we can expect that new Supercharger sites may be announced in the coming weeks, as the ripple effect from the layoffs begins to settle.

The rehiring of experienced staff suggests that Tesla and Elon Musk are still committed to the vision of maintaining and expanding its Supercharger network – the largest and most reliable charging network in North America, which is crucial for the mission to move the world to renewable energy.

Tesla Cuts Model Y Output in China – Economic Slowdown and Anticipated Project Juniper Launch

By Karan Singh

Tesla recently cut Model Y output in China, according to data from the China Association of Automobile Manufacturers (CAAM), Tesla’s production of the Model Y in China experienced a decline of approximately 18% in March, and 33% in April, versus the same time last year.

Output Cuts

These output cuts can be attributed to Tesla’s recent decision to reduce production of the Model Y at Giga Shanghai by at least 20% from March to June 2024. This was attributed to an unnamed Spokesperson by Reuters last week.

This decision could be multifaceted – the primary reason being an economic slowdown in China as price wars continue to be waged between EV manufacturers, including Tesla. On the flipside, Tesla has continued its production of the updated 2024 Model 3, colloquially referred to as the Highland, with an increase of 10%.

Project Juniper?

The second reason for this slowdown could be the incoming arrival of the Model Y refresh – also known as Project Juniper. Tesla China has already introduced an updated Model Y with a unique cloth dash with similar ambient lighting as the Model 3.

The Model 3 Highland was also introduced in China before its introduction to other markets, including North America and Europe.

Juniper Upgrade Speculation

Not much has been seen about Project Juniper at this time, but we can expect a similar suite of upgrades that match the updated 2024 Model 3 Highland – including a new front fascia design, updated doors and dynamics, steering updates, improved control arms, ambient lighting, new seats, and improved range.

There is a continued expectation that Tesla is pushing back its Model Y refresh – its best-selling vehicle – to make a bigger splash. This could include newer features – like the Cybertruck’s Steer-by-Wire, front camera, or other upgrades and changes – like the lack of stalks on the rest of the Tesla line-up.

Tesla previously confirmed we’re not seeing the Juniper Y this year, this could be the time needed to retool and upgrade lines to prepare for its introduction sometime next year.

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