Tesla launches FSD Supervised in China, heating up EV competition
Tesla's FSD goes live in China after Musk's visit with Trump, raising the self-driving bar.
Tesla has officially launched its Full Self-Driving (FSD) system in China, marking a major milestone for the EV giant after years of regulatory hurdles. The rollout, dubbed "FSD Supervised," extends to nine other countries including the US, Canada, Mexico, Australia, New Zealand, South Korea, and the Netherlands. The approval came just one week after Tesla CEO Elon Musk traveled to Beijing as part of a state visit by US President Donald Trump, which analysts believe accelerated the long-awaited green light.
To support FSD's deployment, Tesla has established a local artificial intelligence data center and deployed localized training capabilities in China, preparing for large-scale implementation. This move is critical as Tesla's market share in China has fallen to 6% in 2025 from a peak of 16% in 2020. The entry intensifies competition with domestic EV makers in a market where level three (L3) automated driving is now legal, pushing innovation and potentially reshaping the self-driving landscape.
- Tesla's FSD Supervised launches in China and 9 other countries after Musk's visit with Trump
- Tesla set up a local AI data center and training capabilities to support adoption in China
- Tesla's China market share declined to 6% in 2025 from 16% in 2020
Why It Matters
Tesla's FSD entry in China raises the bar for autonomous driving, pressuring domestic EV makers to innovate faster.