FSD China Expansion and Huawei Welcome

Huawei's autonomous driving chief publicly welcomed Tesla FSD in China, viewing it as validation for their own ADS premium pricing. This signals progress in FSD's China entry and subscription model normalization. However, China's new L3/L4 standards with 10-second handover and data regulation hurdles make approval a distant prospect; Tesla's FSD rebranded to 'Tesla Assisted Driving' with full approval target slipped to Q3 2026.