Tesla, the American electric vehicle maker, is preparing a sweeping recall in China that affects more than 1.6 million cars. The recall stems from software-related issues and will be addressed through a remote update, according to information shared by the State Administration for Market Regulation. The update will be delivered over the air and will apply to vehicles produced between 2014 and 2023. This includes domestically produced Model 3 and Model Y units as well as imported versions of Model S, Model X, and Model 3. The scope makes clear that the correction touches a broad spectrum of the brand’s lineup in the Chinese market.
Officials describe the software deviations as impacting key vehicle systems, notably driver assistance features and the door locking mechanism. The issue is not associated with the powertrain or braking systems, but rather with functions that influence vehicle automation and entry security. The approach to fix emphasizes minimal disruption for owners, relying on a firmware patch that can be installed remotely, which negates the need for dealership visits. This method aligns with regulatory guidance in China and mirrors how many automakers handle large recalls through over the air updates. [Interfax] [SAMR statement]
Analysts have followed Tesla closely as the company navigates global demand for electric vehicles. Estimates circulating in industry circles point to strong potential for Tesla models to lead sales in certain segments, particularly the compact electric crossover category. In commentary cited by Cleantechnica, analyst Troy Treslick has suggested that a model in Tesla’s lineup could become the world’s best-selling passenger car by late 2023, given current trajectory. The forecast centers on the Model Y, with projections suggesting global deliveries could approach 1.2 million units in the coming year, a figure that would outpace the closest rival by a meaningful margin. The predicted gap compared to the Toyota Corolla is projected to be around several hundred thousand units, highlighting the growing appeal of Tesla’s crossover in diverse markets. [Cleantechnica] [Treslick analysis]
Beyond the recall and sales projections, market observers have also monitored past incidents involving electric SUVs from the brand. Notably, attention has been given to the cybertruck project and associated safety and performance considerations as the company expands its product family. While consumer interest remains high, the recall underscores the importance of software integrity in modern vehicles, where updates can rapidly change a car’s feature set and safety profile. The ongoing emphasis on software safety reflects broader industry trends toward connected, software-driven mobility. [Industry commentary]