Tesla has revealed its updated V4 Superchargers, which have a massive power increase and can charge vehicles at up to 500kW. The V4 Superchargers have been a work in progress. They were initially launched with a v3 cabinet, limiting their overall potential.
V3 and V4 Superchargers have been charging at 250kW for several years, but recently, Tesla started a public trial at some locations with Superchargers reaching power levels of 320kW. This speed bump out of the 250kW zone was our first indication that Tesla was looking to roll out improved charging speeds.
With these new V4 Supercharger cabinets, Tesla is ready to blow these numbers out of the water, however, not every car will be capable of charging at the new 500kW speeds. Fun fact: Tesla’s Superchargers first arrived with a charging speed of just 90kW.
V4 Supercharger Cabinet
The V4 Supercharger has been around for some time—it's the new one without a hole in the center. However, those were running with V3 or V3+ cabinets. Now, the V4 cabinet has arrived.
The V4 Supercharger cabinet knocks that 320kW V3+ right out of the park. It can put a massive 500kW into the Cybertruck—currently the only vehicle that can use that speed. And that 500kW works out to a blistering 1,300 mi/hr for the Cybertruck — nearly 2100 km/h of charge speed.
Part of these charging improvements come from the Cybertruck’s 800V system, so we can’t expect all these charging improvements to roll out to older vehicles. Instead, we can expect the upcoming Model Y Juniper Refresh to likely also arrive with an 800V system, with all the experience and knowledge Tesla has gained from the first year of the Cybertruck.
If the new Model Y achieves charging speeds comparable to the Cybertruck, it could deliver remarkably fast charging times. Being lighter and more efficient than the Cybertruck, the Model Y could achieve a significantly higher miles-per-hour charge rate at the same 500kW charging speed.
These new V4 chargers will support vehicles with 400-volt and up to 1,000-volt vehicle architectures, so people with non-Tesla EVs that support 1,000 volts will also see some drastic charging improvements.
In its brief video, Tesla also showed off the updated V4 Megacharger dedicated to the Tesla Semi. The new MCS system can pull up to 1.2 Megawatts, which is 1,200 KW of pure power via the MCS connector for the Tesla Semi and its massive battery pack.
This upgrade for the Semi is going to be big, making it a prime option for companies looking to do short—and medium-haul trucking—nearly 90% of the trucking in North America.
V4 Supercharger Rollout
The rollout of V4 Superchargers will start early next year, with the first sites already undergoing permitting. Most interestingly, Tesla’s new V4 cabinet has also reduced the complexity of the Superchargers even further.
The V4 cabinet powers 8 posts, which is 2x more than the V3 cabinet. A smaller footprint and less complexity mean faster installations, which means more V4 sites faster.
These new Superchargers have the potential to ease congestion and help eliminate the negative perceptions of slow EV charging.
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There has been extensive reporting on what the long-anticipated affordable EV option would become, and we’ve seen numerous news stories mentioning that it was delayed or even arriving on time. The executive team revealed the near-term and long-term plans for Tesla’s upcoming vehicles, and there’s definitely good news to share here.
Updated Timeline
The most important piece of news is that despite all the talk of delays from supposed inside sources, Tesla has confirmed that the plan for its more affordable model remains on schedule for production to begin in the first half of 2025. Tesla’s executive team narrowed that timeline down further - and said that they expect production to kick off as soon as June and that the new model will be in the market shortly thereafter.
While the production timeline itself is on track, Tesla did note that the subsequent ramping process will likely be slower than initially hoped, citing global tariff and financial impacts as challenges to overcome to prepare its production lines.
Hybrid Production Approach
Tesla has once again confirmed that this will not be their next-generation vehicle, built using new production methods. Instead, they outlined a relatively more pragmatic approach for this new model.
Tesla will utilize aspects of both the next-generation platform as well as some parts of its current platforms (namely the Model 3 and Model Y). This means that Tesla will produce this new vehicle on the same manufacturing lines as the Model 3 and Model Y.
This strategy allows Tesla to bring the vehicle to the market more quickly, while also managing capital expenditures more efficiently by using existing infrastructure. However, Tesla’s executive team also noted that this approach, while faster, will result in fewer cost reductions than what might have been achieved with an entirely new platform and dedicated manufacturing process.
Vehicle Design
Using these existing production lines means that Tesla’s new vehicle will likely share some considerable similarities with either the existing Model 3 or Model Y. Rather than being a radically different and smaller vehicle, this new model will resemble the overall form factor and shape of Tesla’s current core offerings, while being optimized for a lower cost.
This doesn’t mean that Tesla is forgetting the overall goal here. Their ultimate goal is to reduce the initial cost of ownership and lower monthly payments for customers while maintaining a standard of excellence and safety.
Not Unboxed
Both at this Earnings Call and previous ones, Tesla has indicated that this new vehicle will not be using the innovative unboxed assembly method, at least for the time being. That relatively unique method will be developed and implemented specifically for the purpose-built Cybercab and for future vehicles on the next-generation platform.
We’re just a few days away from May, so it won’t be long before we see more about this upcoming vehicle. Stay tuned.
In a follow-up move to the current US administration’s goals to introduce a federal framework for autonomous vehicles, the US Department of Transportation (USDOT) is loosening autonomy restrictions following an announcement from Secretary Sean Duffy on X. This new initiative helps streamline complex regulatory processes and foster home-grown innovation.
From the Wright Brothers to the first astronauts on the moon, our nation has always been at the forefront of transportation technology.
That’s why today we're unveiling a new Automated Vehicle Framework from @USDOT’s Innovation Agenda ⬇️ ⬇️ pic.twitter.com/W3kbMUwQSn
As part of the broader upcoming USDOT Innovation Agenda, the newly unveiled AV Framework is designed to promote American innovation and strengthen domestic engineering while maintaining existing safety standards. The framework centers around three key principles:
Prioritize Safety
Unleash Innovation
Enable Commercial Deployment
To kickstart this AV framework, USDOT announced two initial steps focused on streamlining processes and expanding opportunities.
Crash Reporting Requirements
Under the first principle to Prioritize Safety, the National Highway Traffic and Safety Administration (NHTSA) will maintain its Standing General Order requiring crash reporting on Advanced and Automated Driver Assistance Systems (ADAS and ADS).
However, the reporting process will be streamlined following feedback from AV innovators, likely including Tesla. The goal here is to focus on collecting critical safety information while removing unnecessary or duplicative items from the reporting process, thereby reducing the burden without compromising safety.
Cutting Red Tape
Directly tied to the second principle of Unleash Innovation, the framework also seeks to slash red tape. The first step here is the expansion of the Automated Vehicle Exemption Program, or AVEP. This program allows manufacturers to petition for temporary exemptions from certain federal motor vehicle safety standards (FMVSS) for testing or deployment purposes.
Previously, the standard excluded domestically produced vehicles. Now, domestically produced AVs will not need to meet FMVSS, which will broaden the scope for manufacturers to test more innovative and unique designs and technologies.
Single National Standard for AVs
Finally, tied to the third principle of Enable Commerical Development, USDOT intends to move the United States closer to a single national standard for autonomous vehicles. This aims to prevent a confusing and inefficient patchwork of state-level or city-level laws and regulations, which can create hurdles for companies attempting to innovate, deploy, and scale their technology.
A unified standard across the United States also means that Canada and Mexico will likely be able to follow, as they share homologization standards across North America, including for vehicle crash safety and some autonomy regulations.
What This Means for Tesla
These framework changes will likely have a substantial impact on Tesla. The move towards a national standard is potentially the most impactful change, as Tesla identified regulatory hurdles as one of the most significant challenges it will face with the deployment of both Unsupervised FSD and its Robotaxi network.
The reduction of FMVSS requirements and streamlined reporting will likely play a role in the future as well. The FMVSS requirements are probably already being worked on, if not already met, by the Cybercab and other vehicles in Tesla’s lineup.
Meanwhile, the streamlined reporting will be helpful once Tesla officially launches its Robotaxi network in June.
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