Tesla: HW3 Hardware Limits

- Tesla confirmed HW3-equipped cars cannot reach unsupervised Full Self-Driving, replacing promised free hardware upgrades with a trade-in discount. (teslarati.com) - The company plans a 'V14-lite' software update for HW3 owners in late June and will push trade-in options instead of free swaps. (teslarati.com) - Elon Musk now expects unsupervised FSD no earlier than Q4 2026, while regulators and multiple NHTSA probes keep scrutiny intense. (electrek.co)

Tesla has now said its Hardware 3 cars will not get unsupervised Full Self-Driving, ending a years-long promise that the older computer was enough. (teslarati.com) Chief executive Elon Musk said the change on Tesla’s April 22, 2026 first-quarter earnings call, and Tesla is offering affected owners a discounted trade-in instead of the free hardware swaps it once discussed. (teslarati.com) Tesla’s investor update for the same quarter still labels its consumer system “Full Self-Driving (Supervised)” and says active driver supervision is required, while the company separately said it launched unsupervised Robotaxi rides in Dallas and Houston in April. (tesla.com) Hardware 3 is the onboard computer Tesla began shipping in 2019. It processes camera feeds and runs the driver-assistance software, like a laptop trying to keep up with newer, heavier programs. (teslarati.com) That distinction matters because Tesla sold Full Self-Driving packages on the claim that the car had the hardware needed for future autonomy, and some owners paid between $8,000 and $15,000 for that option. (teslarati.com) Ashok Elluswamy, Tesla’s head of Autopilot, said on the call that a “V14-lite” update is due for Hardware 3 cars in late June. Teslarati reported it is meant to bring the current V14 feature set, or a reduced version of it, to owners stuck on older software. (teslarati.com) Musk also moved his timeline again, saying unsupervised Full Self-Driving in consumer Teslas is not expected before the fourth quarter of 2026 and would start as a gradual rollout in limited geographies. (electrek.co) Federal scrutiny has not eased. On March 18, 2026, the National Highway Traffic Safety Administration opened Engineering Analysis EA26002 covering an estimated 3,203,754 Tesla vehicles equipped with Full Self-Driving over crashes in reduced-visibility conditions. (nhtsa.gov) NHTSA said the probe is examining whether Tesla’s degradation-detection system properly recognizes when visibility is impaired and warns the driver in time to respond. The agency’s notice says Tesla’s system relies exclusively on cameras, not radar, to detect the road ahead. (nhtsa.gov) Tesla delivered more than 358,000 vehicles in the first quarter of 2026, so the Hardware 3 reversal lands as the company is still selling its assisted-driving vision to new buyers while renegotiating what older buyers will receive. (tesla.com, tesla.com)

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