Tesla FSD Hardware 4.0 Revealed: More Cameras, New Placements

By Nuno Cristovao
Tesla's FSD hardware 4.0 is uncovered
Tesla's FSD hardware 4.0 is uncovered
@GreenTheOnly/Twitter

News and rumors have been heating up about Tesla's upcoming FSD hardware 4.0. Now, thanks to @GreenTheOnly, we have our first look at Tesla's latest FSD hardware, version 4.0.

The new hardware will not only include a faster computer and higher resolution cameras but it will include HD radar, additional cameras and new camera placements.

Cameras

It's been rumored for a while now that Tesla will use upgraded camera sensors with increased resolution. We reported last year that these new cameras are also expected to have LED flicker mitigration that will aid in reading digital signs. 

Tesla's current cameras produce 1.2 megapixels, and while we don't know for a fact what the updated resolution will be, numerous rumors have pointed at them having 5 megapixel sensors.

One of our sources says that while the increased resolution will be useful in certain scenarios, it won't be 'critical' because the higher resolution also comes with some downsides, such as more noise and will require additional processing power.

However, we expect that it will be useful in certain scenarios and Tesla may even be selective about when the increased resolution is used. The new cameras will also provide a better picture and will benefit non-FSD features such as Sentry Mode.

However, the increased resolution of the new cameras is only a small part of the upcoming camera changes.

Camera Placement

Tesla's hardware 4.0 features 12 camera connectors
Tesla's hardware 4.0 features 12 camera connectors
@GreenTheOnly/Twitter

Tesla's hardware 4.0 has 12 camera connectors on board, with one being labeled spare. All current Teslas feature nine cameras in total. Three of them are forward-facing cameras and located underneath the windshield, two are on the fenders, two on the B-pillars, one in the rear and one for the cabin camera.

A leak last month revealed that Tesla plans to reduce the number of front-facing cameras to two, down from three. This is likely due to the higher-resolution cameras, making the third telephoto lens unnecessary.

That means there may be up to three additional cameras in hardware 4.0, or possibly four if you count the spare. According to Green, these three cameras appear to be destined for the vehicle's front bumper, although it's not clear in which direction they'll be aimed.

There have been various documented issues where Tesla has a blindspot when the vehicle is coming out of a secondary road that is obstructed by buildings or other objects. Having a camera that could look to the sides near the front of the vehicle would solve these situations, by giving it better than human vision since they'd be placed near the front of the vehicle.

FSD struggles with obstructed views like these
FSD struggles with obstructed views like these
Cyber Owners/YouTube

According to the camera port names, it appears that Tesla may also be repositioning some of its cameras. The B-pillar cameras, which look forward, may be moved onto the vehicle's fenders to presumably help provide a better view as well.

Another leak last month revealed that Tesla is added a heater element to cameras in the B-pillar of the vehicle, which will help with fog build-up underneath the glass. 

Processing Power

Hardware 4.0 was previously rumored to be about 2-4x faster than hardware 3.0. Some of this power will undoubtedly go toward processing the new camera feeds and additional pixels the new cameras are providing. However, the additional power is crucial given that hardware 3.0 is nearing its processing limit.

Green provided the specs from the new hardware's chips, revealing it contains 20 cores, up from 12, and it maxes out at 2.35 GHz. Green also talked about the number of TRIP cores increasing from two to three and maxing out at 2.2 GHz.

While the number of cores and its frequency don't reveal how powerful this new hardware may be, Green says that the new hardware has 'a lot less improvement than many hoped for.'

It's not clear how much faster hardware 4.0 will be compared to hardware 3, but it sounds like the improvement may be toward the lower limit of the 2-4x speed bump we were expecting.

The hardware specs provided are per node, with the board having two nodes, which are expected to be used for redundancy.

Redundancy

Tesla's FSD hardware 4.0 is uncovered
Tesla's FSD hardware 4.0 is uncovered
@GreenTheOnly/Twitter

When Tesla introduced hardware 3.0, they also built it for redundancy in case of emergencies. Each board was built with two identical nodes. Both nodes could compute the same data and compare the outputs, letting the vehicle know if there was an issue. If one node failed, the vehicle could also continue driving itself long enough to pull over safely.

However, as Tesla's processing requirements increased, redundancy was removed on hardware 3.0 so that Tesla could leverage the processing power of both nodes.

With hardware 4.0, Tesla has once again added redundancy into their hardware, not only in terms of chips and processing but power redundancy as well.

Retrofits

During Tesla's earnings call last month, Elon talked a little bit about hardware 4.0, saying that it would not be economically feasible to perform retrofits.

However, given this look at Tesla's latest FSD hardware, it all but confirms that Tesla has no plans to offer any sort of retrofit.

Hardware 4.0 is also much more than just a faster computer. The power draw is much higher on hardware 4.0 than on hardware 3. The form factor is also completely different and will not fit in a previous model without modifications.

Tesla's previous FSD hardware upgrades were either camera upgrades or a computer upgrade, both of which were easily swappable. However, the hardware 4.0 suite now includes additional cameras, new camera placements, a new computer form factor, and an HD radar, making a retrofit unrealistic in every way.

There may be hobbyists that will dedicate their time and money to retrofitting their vehicles, but that's as far as we expect retrofits to go. The time and money Tesla would spend on retrofitting a vehicle would not make 'economical sense.'

Radar

Tesla's hardware 4.0 package augments vision with an HD radar.

Tesla started removing radar from their vehicles in 2021 with the Model 3 and Model Y. They later removed radar from their Model S and Model X vehicles as well in favor of a vision-only system.

However, with hardware 4.0, Tesla is reintroduced radar with a high-definition radar named Phoenix. HD radar is a step up from traditional radar, letting Tesla more accurately create an image with radar alone.

The inclusion of an HD radar isn't a surprise, as Elon Musk has previously said vision with high-res radar would be better than pure vision.

With hardware 4.0 Tesla is also going the extra distance with protecting its sensors. Not only will some of the cameras contain heaters to prevent weather-related issues, but Tesla will include a heater for the radar as well.

The radar heater will prevent snow and ice from accumulating on the front of the vehicle and blocking the radar signals.

Power Consumption

Since hardware 4's chips are more powerful it isn't a big surprise that they also require additional power. 

According to Green, hardware 3 consumed about 100 watts max, which is about the same as hardware 2.5. Hardware 3 was created with the same power restrictions as hardware 2.5 since it needed to be easily retrofitted.

However, since hardware 4.0 isn't going to be retrofitted, it didn't come with the same design restrictions. We don't know what hardware 4's max processing power is based on the information disclosed, but it will apparently idle at 80 watts, which is about double the idle power of hardware 3.

Which Models Will Have Hardware 4.0

Green believes that Tesla is producing Model S and Model X vehicles with hardware 4.0 now. However, Tesla is hanging on to them and they're not being delivered yet.

Tesla has their upcoming March 1st event titled Investor Day, where they may reveal hardware 4.0 to everyone. Possibly with a surprise announcement that all current vehicles contain hardware 4.0.

It's not clear whether the Model 3 and Model Y are currently being manufactured with the new hardware, the Model 3 and Y lines in China are currently paused for retooling which could be related to hardware 4.

Tesla Sales Forecasted to Surpass 5% Market Share, Tops in Luxury

By Kevin Armstrong
Tesla is expected to top luxury vehicle sales
Tesla is expected to top luxury vehicle sales
Kelley Blue Book

Cox Automotive, the world's largest automotive services and technology provider, has released a forecast predicting that Tesla will lead the luxury market in Q1 2023 with sales of 180,000 units, a gain of nearly 40% from Q1 2022. As a result, Tesla is expected to post solid sales gains and surpass a market share of 5% for the first time. This marks a significant achievement for the electric car maker as it continues to gain market share in the luxury car market.

Improved Inventory and Lowered Prices to Spark Demand

By far, Tesla will be the top luxury-vehicle seller in the U.S. in Q1, with sales more than double that of BMW or Mercedes. This impressive performance is likely due to Tesla's innovative technology, sleek designs, and rising brand recognition.

Tesla's success in Q1 2023 is expected to be primarily driven by improved inventory levels and lowered prices. According to Cox Automotive, new-vehicle inventory levels have significantly improved from Q1 2022, which has helped stimulate sales despite elevated prices and high auto loan rates. Tesla also lowered its prices in the first quarter to spark demand.

Tesla's Record Quarter

Tesla's Q1 2023 sales are expected to reach 180,000, a record quarter for the company in the U.S. In addition, the company's growth trajectory continues to outpace its competitors, with Tesla's market share forecasted to surpass 5% for the first time. This puts Tesla on track to achieve its goal of selling 1 million electric vehicles per year, an ambitious target the company has set for itself.

Strong Outlook for Tesla

Cox Automotive's forecast is good news for Tesla investors and enthusiasts. The electric car maker has been expanding its production capacity to meet the rising vehicle demand. Tesla's Model Y, launched in 2020, has been a hit with customers, with the company ramping up production to meet the high demand. Tesla also plans to launch the Cybertruck, its first all-electric pickup truck, in 2022.

As more consumers look to switch to electric vehicles to reduce their carbon footprint, Tesla's growth prospects are expected to remain strong. The company's continued innovation in the electric car space and aggressive expansion plans could help it solidify its position as a leader in the automotive industry.

Other Key Take Aways from Cox

The release suggests a positive surprise for U.S. auto sales in Q1 2023. Still, supply constraints and affordability issues are expected to put a ceiling on what's possible for the rest of the year. Despite these challenges, Tesla's continued growth trajectory and strong performance in the luxury market are promising signs for the electric car maker.

General Motors is expected to finish Q1 as the top seller of new vehicles in the U.S., with sales volume forecasted to increase by over 15% year over year to reach 587,000 units. However, sales will drop from Q4 2022 when GM's volume hits 618,692.

The Bottleneck Has Passed, but Prices Are Too High

New-vehicle inventory levels have significantly improved from Q1 2022, up roughly 70% from the volume recorded in the early months of 2022. This has helped stimulate sales despite elevated prices and high auto loan rates.

Fleet sales for the entire year of 2023 are forecasted at 2.2 million, up 23% from 2022, when 1.8 million units were sold to commercial buyers.

Cox Automotive has adjusted its full-year new-vehicle sales forecast to 14.2 million, an increase of nearly 3% from 2022.

Elevated prices and average auto loan rates above 8% are expected to hold back new-vehicle sales for the rest of the year. The typical new-vehicle loan payment was more than $750 a month in Q1, which is out of reach for many households.

Tesla's sales forecasted to surpass 5% market share in Q1 2023 is a significant milestone for the electric car maker. Tesla's success in the luxury market is due to its innovative technology, sleek designs, and raising brand recognition. In addition, the company's improved inventory levels and lowered prices have helped stimulate sales despite elevated prices and high auto loan rates. With a record quarter forecasted for Q1 2023, Tesla's outlook remains strong, and the company continues to lead the charge in the electric car market.

Tesla Will Display the Vehicle's Navigation Route in the Tesla App

By Kevin Armstrong
Tesla is updating its app to show the vehicle's planned path to its destination
Tesla is updating its app to show the vehicle's planned path to its destination
Not a Tesla App

Tesla is consistently working to improve its mobile app experience for users, and now they're adding another new feature. Building on the features unveiled last year, Tesla is now adding the ability to view the route the vehicle is taking toward its destination. Thanks to Max for the tip!

Navigation Path

When using GPS navigation, the app directly displays the driver's destination, distance, and estimated arrival time (ETA) on the main screen. By tapping into the navigation section, users can access a map that shows the vehicle's location, nearby Superchargers, and destination details. The app also displays the vehicle's expected state of charge upon arrival at the destination, providing greater transparency for owners regarding battery consumption. The one missing piece was the suggested route the vehicle is taking to reach its destination. That is now being added to the app and is available for select users.

In the last Tesla app update, v4.19, the company introduced a new API called "nav route." This API looked to go unused at first, but this new feature appears to leverage this API to display the path the vehicle will take, much like the in-car navigation system.

Building on Latest Update

The October 2022 update brought a host of additional features to the Tesla mobile app, enhancing convenience for its users. For instance, the app now shows more information about the media playing in the vehicle, such as song title, artist, and destination details.

Energy Enhancement

The automaker rolled out major revisions to its Energy app in its cars, which displays the battery's state of charge upon departure and arrival, as well as the main causes of battery drain. Tesla started bringing this functionality to the app for older Model S and Model X vehicles, and will hopefully soon expand it to other vehicles.

The app will provide a detailed breakdown of energy usage for various features, such as air conditioning, driving, battery conditioning, elevation, and other components like charging mobile devices, onboard computers, lights, and the audio system.

As Tesla continues to hire additional app developers, users can anticipate further updates and improvements to the mobile app, offering more helpful features and enhancing the overall user experience.

We anticipate that users will be required to have Tesla app version 4.19 and Tesla's car version 2023.6 in order to use this new app feature.

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