尽管双方未透露合作的具体财务细节，但这一合作对特斯拉至关重要。According to reports, the collaboration between Tesla and Baidu focuses primarily on the optimization of the FSD Version 13 Software. Baidu has dispatched a mapping team of engineers to Tesla's Peking office, dedicated to more accurately integrating Baidu's navigation map information (such as lane markings and traffic signal data) into the FSD system.
According to the latest report from Reuters, $Tesla (TSLA.US)$is engaged in deep cooperation with $Baidu (BIDU.US)$to leverage Baidu's leading mapping technology to address the adaptation issues of its fully autonomous driving technology FSD in China.
Reports indicate that the cooperation between Tesla and Baidu mainly focuses on optimizing the FSD Version 13 software. Baidu has sent a team of mapping engineers to Tesla's Peking office, dedicated to integrating Baidu's navigation map information (such as lane markings and traffic signal data) more accurately into the FSD system. This initiative aims to enhance FSD's adaptability to the complex road conditions in China through more precise and real-time map data.
Although both parties have not disclosed the specific financial details of the cooperation, this partnership is crucial for Tesla.
According to relevant regulations in China, Tesla is unable to transmit collected driving data from China overseas for training models, and the USA restricts FSD training within China. This is one of the reasons why FSD's performance in China has not met expectations. Baidu's mapping technology provides Tesla with localized solutions that are expected to address this shortfall.
In addition to regulatory limitations, Tesla also faces increasingly fierce competition in the Chinese market.
Data shows that Tesla's market share in the China's electric vehicle market dropped from 11.7% in 2023 to 10.4% in 2024, marking the first decline in history. $BYD COMPANY (01211.HK)$and$XPeng (XPEV.US)$Local competitors have further squeezed Tesla's market space with more affordable prices and similar Software features offered for free.
For Baidu, deep cooperation with Tesla also holds significant importance. Despite Baidu's considerable investment in the field of AI, its progress in emerging technologies such as generative AI has lagged behind competitors like DeepSeek and ByteDance. Through collaboration with Tesla, Baidu hopes to leverage its advantages in navigation mapping to enhance its competitiveness in the field of autonomous driving technology.
Tesla plans to fully launch the FSD system this year, and the Chinese market is undoubtedly a key focus of its Global Strategy. Through cooperation with Baidu, Tesla is expected to enhance the performance of FSD in China, thereby consolidating its market position. However, whether this collaboration can truly address the technical and competitive challenges Tesla faces in China will take time to verify.
Currently, the starting price of Tesla's electric vehicles sold in China is $32,500, while the additional cost for its driver-assist system is as high as 64,000 yuan (approximately $8,834). Whether this high price can be accepted by Chinese Consumers will also directly affect the market performance of FSD.
Editor/ping
