Rumor dismissed! Tesla: FSD launch in China postponed, earliest rollout in the third quarter

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Tesla has once again postponed the full commercial launch of its most advanced driving assistance feature in China. The widely circulated rumor on social media that "FSD will officially enter China on April 22" has now proven false.

As market sentiment heated up due to the rumors, the self-media account "Tesla China Little Helper" posted that FSD officially entered China on April 22. The news quickly spread among investors and car owners, attracting widespread attention.

However, according to Bloomberg, Tesla executives clearly stated during the US earnings call on Wednesday that FSD has "still not" obtained full commercial licensing in China, with the latest expected timeline pushed back to the third quarter. CEO Elon Musk had previously given a more aggressive estimate, saying the software could gain commercial approval as early as February this year.

Timeline repeatedly delayed, target postponed again

The self-media account "Tesla China Little Helper" recently posted that FSD officially entered China on April 22, and the news spread rapidly. Some investors and media considered this an important signal of FSD's commercial launch in China. However, as Tesla executives directly denied it during the earnings call, it was confirmed that the rumor was untrue—the executives explicitly stated that full approval has "not yet been achieved," and the market's expectations for early realization were dashed.

Tesla's FSD commercial rollout in China has experienced multiple delays. Musk previously predicted that FSD could obtain commercial licensing as early as February this year. Although Tesla received partial licensing and began a small-scale pilot over a year ago, a nationwide formal commercial rollout has yet to be achieved. In the latest earnings call, the company set the new target window for the third quarter. Notably, FSD will not be promoted in China under the name "Full Self-Driving," posing an additional challenge to market awareness of the function.

Accelerating in Europe, Netherlands first to approve

Meanwhile, Tesla's FSD expansion in Europe is progressing rapidly. According to Bloomberg, Tesla has obtained key regulatory approval in the Netherlands, supporting its planned official rollout in the EU in the second quarter.

Despite repeated setbacks for the China launch, Tesla's long-term confidence in the Chinese market remains unshaken. The company believes that once FSD is officially launched, it will bring "incremental demand" to its increasingly aging product lineup, while providing essential differentiation against rivals with increasingly sophisticated smart driving capabilities. However, as the delays drag on, when this growth logic will materialize remains a core focus of market attention.

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