We get our first view at hardware 4.0 for the Model Y
Greentheonly/Twitter
In a recent series of fascinating tweets, @greentheonly provided an unprecedented look into the internals of Tesla's new Model Y Hardware 4 or HW4. With his expertise and knowledge, Green shared detailed observations on the HW4's physical structure, board components, and the viability of retrofitting older models, giving the Tesla community much to ponder.
Breaking Down the HW4's Structure
Green's exploration of the HW4's complexities commenced with him acknowledging an "anonymous donor" for providing a chance to look inside Model Y's HW4. The serial numbers and other identifiers were blacked out. Green stated it was done to protect the donor after previous experiences, "Tesla is vengeful like this and went after the guy that did hw2.0 teardown by trying to deny warranty on unrelated repairs. Does not help that this new computer now has a (borderline illegal) 'warranty void if removed' sticker."
Delving into HW4's Core: Circuitry and Components
First up on the dissection table was the computer's physical form factor. According to Green, the HW4's form factor mirrors those of the S/X models, putting to bed any speculation around a potential retrofit to HW3 cars.
Moving deeper into the HW4, Green revealed that the board layout is similar to the HW4 on the Model S. However, as Green termed it, specific components, including the GPU and superior sound hardware, are now missing or depopulated. The use of cheaper non-Error-Correcting Code ram (ECC RAM) also seems to be a cost-cutting measure implemented by Tesla in this version of HW4 on the infotainment system side. Interestingly, this version of HW4 features two additional but depopulated display connectors, hinting at possible a possible second display in the vehicle.
Other distinguishing attributes of HW4 include a reoriented BroadR-Reach ethernet and the addition of a third, depopulated ethernet. Moreover, Green pointed out that the gateway chip has changed, too, with a different model from another vendor now in use. This chip, which was only seen in Chinese-made boards previously, seems to be a standard feature in all Model Y HW4 boards now.
Retrofitting HW3 to HW4: More Than Meets the Eye
The idea of retrofitting HW3 cars with HW4 stirred up quite a debate. According to Green, the concept may sound enticing, but it's not as straightforward as it seems. Modifying the vehicle to accommodate the new coolant pipe locations would be necessary for a retrofit, likely making this option more costly than simply manufacturing a new board in the old form factor.
Uncovering the Hidden Changes
Apart from the apparent changes, Green shared insights into some of the subtle modifications made by Tesla. For instance, the Texas-manufactured Model Ys feature a plastic "firewall" requiring a change in mounting methods for the new HW4. Despite the internal components remaining the same, the different mounting technique necessitates a unique part number for the computer.
The missing camera connectors were for additional cameras, such as a front bumper camera. However, as Green says, the absence of a connector doesn't mean that Tesla won't add them in the future. In fact, if Tesla had no intentions of adding such features, they wouldn't be available on the board at all, instead of just being unpopulated.
Implications for Current and Prospective Tesla Owners
For existing and future Tesla owners, these findings offer a clearer understanding of what to expect from the HW4-equipped Model Ys. Notably, questions still linger about additional cameras and if and when newer models will receive them. The Cybertruck prototype already has a front bumper camera, so it may only be a matter of time.
While it seems that retrofitting HW3 to HW4 may not be feasible due to the cost and complexity involved, Green isn't entirely ruling out the possibility. He believes a different version could theoretically be created for retrofits, although it's unlikely.
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Tesla has finally released their 2024 Impact Report, and it's filled with impressive new data on the company’s environmental and safety progress. However, the biggest news is the clear and concrete roadmap it provides for the next generation of Tesla products.
For the first time, the report provides specific timelines for Tesla to begin volume production of the purpose-built Cybercab and the ramp-up of the Semi factory. This year’s report shifts from documenting past achievements to defining Tesla’s next phase, with a focus on autonomy and industrial transport.
Upcoming Vehicles
The most significant new items in the report are timelines for Tesla’s anticipated future vehicles.
Next, Tesla is ramping up production of the Semi, following the completion of limited production runs used for testing. This development is closely tied to the ongoing construction of the new Semi Factory, which is nearing completion. Tesla expects this to be one of its largest markets going forward and one of the most impactful. Industrial trucks doing the last 200 miles of delivery account for 16.4% of US vehicle emissions, despite making up only 1.1% of vehicles on the road.
In terms of the Affordable Model, Tesla has mentioned that they intend to launch more affordable products in 2025 and address a key segment of the market. They did not elaborate on this further and seem to have missed the previously provided self-imposed deadline for the first half of 2025.
At this point, we’re unsure whether Tesla will actually launch a distinct and more affordable model or whether it will introduce cut-down versions of the Model Y, as rumored.
Safety
The report supports Tesla’s future plans with some impressive new data points that demonstrate the impact their technology is having.
First, Autopilot (and FSD) has achieved a safety record nearly 10 times higher than the US national average in terms of miles per incident. The data shows one accident for every 6.77 million miles driven with Autopilot (or FSD) engaged, compared to the national average of one accident per 0.70 million miles.
The report also highlighted the Cybertruck’s recent 5-Star overall safety rating from the NHTSA, marking it one of the safest vehicles on the market, especially for a truck. The best part is that Cybertruck holds the lowest overall probability of injury and the lowest rollover risk of any pickup truck ever tested by the agency. Skeptics have always complained about lacking crumple zones, but the results prove otherwise, with Tesla building crumple zones as part of the gigacast.
Sustainability
In terms of sustainability, Tesla’s growing fleet helped to increase the amount of reduced and avoided emissions by 60% year over year, to 32 million metric tons of CO2e. While that’s a small number when you compare it to a full country, it is still a significant impact, especially in cities where pollutants have already decreased due to the ownership of EVs.
Tesla also mentioned that 99% of their recalls reported in 2024 were resolved using OTA updates, saving owners a trip to the Service Center or a trip by the Tesla Mobile Rangers, all in the name of sustainability and reduced costs.
Impactful Report
Tesla’s 2024 Impact Report is actually one of the most forward-looking publications to date. It puts a clear roadmap of Tesla’s future goals, while also tying them into the sustainability and safety goals achieved last year.
We can’t wait till 2025’s report - because it’ll be even better with this year’s deployment of Robotaxi. You can read all 200+ pages of the impact report here.
Tesla has officially begun internal testing of its awaited virtual queueing system for Superchargers. The news was shared by Tesla’s Director of Charging, Max de Zegher on X.
The Tesla Charging team has begun pressure testing the new feature and is planning for public pilots as their next step. While most users won’t experience heavy congestion at Superchargers, for those who do, it could be a real pain point. Virtual queues are designed to make it easier to charge at congested Superchargers by having a digital queue, rather than relying on owners to remain in line with their vehicles.
Virtual Queues
When we originally delved into Tesla’s plans to introduce a virtual queue system, it seemed obvious that the virtual queue would replace the current “Wild West” first-come, first-served system of vehicles trying to get pulled into a stall. This process will likely have two key integrations.
First up is integration directly into the vehicle software for Tesla vehicles. This means that when you’re navigating to a Supercharger that’s busy and virtual queuing is enabled, you will be automatically placed into the virtual queue upon arrival.
Then, your position in line is displayed on-screen and provides an estimated wait time, allowing you to relax, eat, or take a bathroom break without worrying about your place in line. Finally, once a stall becomes available and it’s your turn, you will receive a notification on your vehicle’s screen, as well as on the Tesla app, directing you to the open stall that will presumably only allow your vehicle to charge. We imagine that there will be a grace period for owners to pull up with their car. If that doesn’t happen within a certain period, the next car will likely be offered the charger.
The second integration is in the Tesla app for non-Tesla drivers. As Tesla continues to install Magic Docks and open Superchargers to non-Tesla EVs, more and more traffic comes to the world’s most reliable fast charging network. That means that Tesla also needs to manage expectations and queue times for non-Tesla vehicles, likely through a similar process, but done over the Tesla app instead.
The Devil’s in the Details
A simple “first-in, first-out” queue sounds great, but Max noted that it is easy to exploit things with bad actors. What prevents a driver from joining a queue remotely to reserve a spot, ignoring a notification, or trying to hop into an unreserved spot?
Well, Tesla should be able to manage these fairly easily, but they still require technical effort to implement. That means GPS geofencing for those attempting to join a queue, a short countdown timer for those late to take their spot, and a lockout for those who try to skip the queue are all needed.
What’s Next?
As Tesla has just started internal testing of this feature, it likely means that public-facing user interfaces and flows aren’t quite ready yet, but the underlying functionality is. It also means that Tesla is working to refine the little details to make the process as smooth and as easily accessible as possible.
While no pilot locations have been announced yet, it seems likely that Tesla will launch the pilot at some of the most notoriously busy Supercharger sites to gather testing data in the near future, once internal testing is complete. That means holiday travel routes or major highways, likely in California first, before rolling out elsewhere.
Virtual Queuing is a fantastic tech-first solution for the Supercharger network that helps transform that experience into a more calm and orderly process. Additionally, establishing a fair system that allows both Tesla and non-Tesla EVs to access will likely improve the overall experience. Along with the pilot program for dynamic Supercharger pricing that incentivizes people to use less-congested Superchargers, these changes should improve the Supercharger experience.
While Max mentioned it was designed for “those rare cases with a wait”, that tends to be the experience in larger cities further North, especially in New York, Michigan, or within Canada, where the few smaller Supercharger sites in big cities tend to be heavily congested. These queues will make the experience smoother for everyone involved, so we’re looking forward to seeing this come to fruition.
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