Now that the Model Y Juniper refresh has officially been announced in the Asia-Pacific markets, the initial vehicles from Giga Shanghai are starting to make their way to showrooms throughout the region.
And that means lots of new pictures. Let’s take a look at some of the latest close-up shots of the 2025 Model Y.
Light Bar Close-Up
Our first up-close look at the new front end of the new Model Y. This car is likely en route to a showroom prior to the start of Tesla’s big sales push for the Chinese Lunar New Year, and this is one of the closest and cleanest shots of the new front end.
The sharp new front of the Juniper
@DriveGreen80167 on X
The new front light bar is very visible, even when it’s off. It’s more than a thin strip of lights. The headlights are located directly below the light bar at either end. You can also see the new squared-away sharp lines - starting from the lightbar gaps and going up the hood. The new design looks far more aggressive and sharp when viewed at this angle.
Wheels
And the new wheels are pretty interesting, too - especially since they don’t seem to have full aero covers on them. We’re wondering if Tesla intends to introduce aero covers for these wheels later - or if they’ll just stay uncovered. They look pretty good - but the black hubcap in the center stands out against the rest of the wheel. Time will tell whether the clean black finish holds up with use.
We're a big fan of these new fan-blade wheels
@DriveGreen80167 on X
Either way, they’re pretty good looking - but we’d prefer to see them in an all black finish - similar to the Shadow Gemini’s that are currently available. Hopefully, once the Model Y refresh arrives in North America and Europe, that option will be available in addition to the Crossflow wheels.
Videos
Here is one of the first videos showing off the rear light bar.
The refreshed Model Y also brings a ton of changes to the interior. In addition to the Launch Edition exclusive dash, we also get a good shot of the new ventilated seats, as well as the return of the turn signal stalk.
The best interior shot we've seen so far
@DriveGreen80167 on X
The new Model Y also has the same new center console as the Model 3 Highland - with the two-part slider. For now, it seems like the Launch Edition will include rubber pedal covers - nothing fancy like the metallic ones available on the Performance variants yet.
Rear End Close-Up
On the rear end of the vehicle, we get a close-up view of the new reflective light bar. Tesla claims this is an industry-first, and it does look very cool. The actual light is located on the inside edge of the piece that overhangs the reflective portion. The reflective portion itself is painted to match the vehicle - and isn’t a glossy surface, but rather matte.
Gotta love that new reflective light bar
@DriveGreen80167 on X
In the next image, we can also see that the rear camera is mounted in a new location. It doesn’t have the camera lip that the 2024 Model Y has been shipping with, as the camera is now mounted on the very edge of the new raised bumper. This also means the camera is much higher up than it previously was. This location change likely means that the new Y will require some additional training time for both FSD and Actually Smart Summon, as well as the new front bumper camera.
This is going to be an interesting change - we’re not sure how this new camera location will handle snow, rain, and road muck, but this is likely the main reason for it being moved up and away from the road.
The updated camera positioning is noticeably higher
@zhongwen2005 on X
We’re excited to see the new Model Y in person. This refresh has been a long time coming and there are many details that are still waiting to be discovered.
Customer deliveries are supposed to begin in just a couple of months - May at the earliest - in the Asia-Pacific region. We’re hoping to see the refresh arrive in Europe and North America by summertime and then see the launch of the Performance variant shortly thereafter.
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In this article, we’ll cover Tesla’s updates on Optimus, batteries, and Tesla Energy.
Optimus
Tesla has been working away on their humanoid robot and continues to make progress in software and hardware.
First, Tesla is preparing the Fremont factory for the Optimus pilot production line, which is scheduled for completion later this year. Once it is, wider deployments of Optimus for internal use within Tesla’s facilities are expected as well. Tesla aims to have several thousand Optimus units working in its North American factories by the end of the year once the pilot production line is operational.
Tesla’s goals for production remain extremely lofty - 1 million units per year by 2030. However, they could face some challenges when ramping production.
Key components like the shoulder actuators use specialized permanent and rare-earth magnets, which are currently sourced from China. Due to recent Chinese restrictions on the overseas sale of these magnets, Tesla is seeking an exemption or alternative suppliers. They have not yet looked into modifying the shoulder actuator but will likely do so if they cannot obtain the necessary materials.
Batteries
Batteries are another item that Tesla’s teams have been working on behind the scenes for years now. The second generation of the 4680 - the Cybercell - has been IRA-compliant for some time now. This means that the Cybertruck is eligible for the US Federal EV rebate.
Tesla also achieved the lowest cost-per-kWh of any of its cells with the 4680 battery - and it is potentially one of the cheapest cells being manufactured by any vehicle battery manufacturer at this point. With dry-cathode still being worked on, Tesla may be able to squeeze more optimizations and cost efficiencies from the 4680 cells.
Additionally, Tesla is progressing with its plans for lithium refining and cathode production in the US, both of which are scheduled to commence in 2025. While the company says they’re no longer supply-constrained for non-LFP vehicle batteries, on-shoring production and sourcing critical minerals from nations outside of China will be key.
LFP batteries continue to be supplied-constrained - namely for the Tesla Energy division. LFP batteries and their materials are sourced from China. Due to tariffs and limited exports, Tesla is can’t obtain enough and is considering potentially building an LFP production facility in North America.
Energy
Tesla’s energy division is still experiencing some of the highest growth of any of its divisions. Year over year, Tesla saw a 154% increase in energy storage deployments, including both Megapack and Powerwall - for a total of 10.4 GWh deployed in just Q1 2025. While deliveries in energy storage remain volatile due to the nature of Megapack installations, Tesla expects growth to continue rapidly in this segment.
Tesla also deployed 1GWh of Powerwall 3 residential storage this quarter, marking its strongest quarter. Powerwall 3 has received positive feedback from customers, many of whom appreciate its new capabilities with its built-in inverter for solar.
Megapack is continuing to see demand increases, currently highlighted by utility-scale Megapack systems, as well as data centers requiring stable power delivery. Megafactory Shanghai is also online now and producing Megapacks - with an annual production capacity of 20GWh today and up to 40GWh in the future. The site has also produced over 100 Megapacks this quarter, which are all awaiting delivery.
There was a lot of interesting news from Tesla’s Q1 2025 Earnings Call, covering everything from FSD and Robotaxi - to the less glamorous but equally important Megapack and Powerwall.
Tesla is heavily leaning into artificial intelligence, and its insurance offering is just another example of how it’s improving its product or lowering costs by leveraging AI.
Tesla recently started offering an insurance discount in select states when drivers use FSD for at least 50% of their drives and now it’s introducing an AI to help handle customer claims.
Tesla has developed an in-house voiced AI agent that can assist customers in handling simple support requests for Tesla Insurance.
For customers calling in from those states, the new AI agent provides a unique way to address the most common support calls. And it’s not just answering common questions but actually making requested changes to the owner’s account.
Policy Changes
The first key item is that it automates policy changes. Simple policy updates, including adjusting your deductible or coverage limits, are now done via AI. For policyholders who are simply looking to make quick changes and don’t have any questions, this makes the process a lot quicker by not having to wait for a representative. Tesla isn’t eliminating representatives, but this could reduce the number of representatives required or reduce wait times.
Continue Where You Left Off
The second item here, highlighted by Raj Jegannathan from Tesla’s internal IT team, is that Tesla’s AI agent is able to offer summaries of the user’s last interaction with Tesla Insurance. It will summarize your last interaction and provide assistance on that particular topic if you need to continue it. That means that you don’t have to wait for a human to review your file - the AI will kick off right where you left off.
Tesla appears to be focused on improving efficiency and making support more accessible. While actual items like claims are left up to humans due to their inherently complex nature, this helps free up employees to handle more complex items. While there’s no doubt Tesla will continue to develop this AI like they do everything else, we may soon see it take on even more tasks.
More AI
This isn’t the first AI agent that Tesla has demoed - there is now a chat-based AI sales agent available on the front page of Tesla’s website, which is able to answer common questions on Tesla vehicles.
Tesla has also been improving their AI support tool available in the Tesla App is able to provide feedback on common issues and also guide users towards either solving the problem or placing a support request.
Tesla’s strategy here is to influence the cost-heavy areas associated with having humans address simple requests and instead leverage AI, which can offer instant answers and reduce support costs.
Roll Out to More States
While this new AI is currently limited to just 12 states, it is likely to follow Tesla Insurance’s expansion. Insurance seems to have been at a bit of a standstill lately. Tesla continues to improve features such as the improvements to Safety Score V2.2, but we haven’t seen Tesla roll out support to new states since it added Minnesota in November of 2022.
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