Tesla's China FSD timeline faces pushback after Musk's Davos remarks

Elon Musk expressed optimism at the World Economic Forum in Davos about imminent approval for Tesla's Full Self-Driving system in China. However, a Chinese government source has contradicted this, stating that claims of rapid clearance are inaccurate. Tesla continues to expand its driver-assistance features in its key market amid stiff local competition.

At the World Economic Forum in Davos, Tesla Chief Executive Elon Musk reiterated his expectation that China would soon approve the company's Full Self-Driving (FSD) system. He suggested that approval could arrive as early as next month, echoing a timeline he had mentioned the previous year. Musk also noted that Tesla aims to obtain supervised FSD approval in Europe first, with China to follow on a comparable schedule.

This optimistic outlook has met resistance from official channels in China. According to state-run China Daily, citing a government source, narratives suggesting imminent approval are "not true." The source offered no alternative timeline or further details on the regulatory review process.

Currently, Tesla offers a basic driver-assistance system in China, which falls short of the full capabilities available in the U.S. version of FSD. In a recent step forward, on February 25, 2025, the company introduced advanced driver-assistance system (ADAS) features in China that mirror aspects of its U.S. FSD offering. Notably, Tesla refrained from branding it as FSD, and several key functions remain unavailable.

Tesla persists in advocating for wider deployment of its advanced features in China, its second-largest market. The company operates in a highly competitive landscape, where domestic firms are swiftly developing rival autonomous driving technologies. Regulatory hurdles persist, delaying full clearance for Tesla's ambitions.

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Split-image depicting Tesla's optimistic FSD approval claim clashing with Dutch RDW regulator's denial of commitment, symbolizing European autonomous driving regulatory tensions.
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Dutch regulator disputes Tesla's FSD approval claim

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Tesla announced that the Dutch regulator RDW has committed to approving its Full Self-Driving software in February 2026, but the agency quickly clarified that only a demonstration is scheduled. This discrepancy highlights ongoing tensions in Europe's strict regulatory environment for autonomous driving features. The development could impact Tesla's plans to expand FSD across the European Union.

A Tesla Model 3 veered into oncoming traffic during a livestream demonstration of its Full Self-Driving features in China, causing a head-on collision. No one was critically injured, but the incident has raised fresh concerns about overreliance on the system's capabilities. The driver released footage showing the software initiated the erroneous lane change.

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Tesla has disclosed that more than 1.1 million drivers worldwide are actively using its Full Self-Driving Supervised software, marking the first time the company has shared such adoption figures. This milestone, reported in the firm's Q4 2025 earnings, shows FSD penetration at about 12.4% of its global fleet of 8.9 million vehicles. The growth highlights accelerating subscriptions even as vehicle deliveries softened.

The U.S. National Highway Traffic Safety Administration has opened an investigation into Tesla's Full Self-Driving system after receiving dozens of complaints about traffic violations. The probe covers 2.88 million vehicles and follows reports of 14 crashes and 23 injuries linked to the feature. This marks the third such inquiry into Tesla this year.

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Tesla owners have collectively driven more than 7.5 billion miles using Full Self-Driving (Supervised) software, with the majority on highways. Meanwhile, public testing of unsupervised FSD is expanding in Austin. A personal account highlights seamless performance in challenging conditions.

Israel's Ministry of Transport has approved Tesla to conduct trials of its supervised autonomous driving system on public roads. The initiative focuses on integrating the technology into local conditions while prioritizing safety. This step aims to position Israel as a hub for smart vehicle innovation.

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Following yesterday's v14.2.2 release, Tesla deployed Full Self-Driving (Supervised) v14.2.2.1 on December 24, 2025, with tweaks for rain and parking performance. The update coincides with FSD activation for Cybertrucks in South Korea and sparks comparisons to rivals like Waymo.

 

 

 

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