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.

Tesla's executives in China have indicated that preparations for the Full Self-Driving (FSD) software rollout are underway, though no specific timeline has been set. A local training center has been established to adapt the technology to Chinese conditions. The company anticipates performance that matches or exceeds local drivers once released.

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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.

Tesla's Full Self-Driving (Supervised) system has reached a significant milestone, with owners collectively driving over 7 billion miles. This figure includes more than 2.5 billion autonomous miles on city roads, highlighting the vast real-world data accumulated by the company. The milestone underscores Tesla's push for safer autonomous driving through scale and data.

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The U.S. National Highway Traffic Safety Administration (NHTSA) has granted Tesla a five-week extension to respond to questions about its Full Self-Driving (FSD) system amid reports of traffic violations, erratic behavior, and crashes. The probe, opened in October 2025, covers 2.9 million vehicles and includes 62 complaints. Tesla insists drivers must remain attentive at all times.

Tesla announced on January 23, 2026, that new Model 3, Model Y, and base Cybertruck vehicles in the US and Canada will no longer include standard Autopilot features like lane-centering Autosteer, limiting free access to Traffic-Aware Cruise Control only. Advanced capabilities now require a $99 monthly Full Self-Driving (FSD) Supervised subscription, following the January 18 decision to end $8,000 one-time FSD purchases after February 14. The shift, offering new buyers a 30-day FSD trial, faces regulatory scrutiny over misleading terms and safety concerns, alongside mixed customer reactions.

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Following the recent halt of Model S and X production to boost the Optimus robot, Tesla faces regulatory hurdles, a key Cybercab leadership departure, and competition from BYD, now the top EV seller. Disputes over Autopilot and Full Self-Driving persist amid zero reported autonomous test miles in California for 2025.

 

 

 

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