[Sing-gal] The real reason Tesla FSD adoption is so low in the US

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FSD adoption for the Model 3 and Model Y in the US is pretty low, sitting in the 10% range. Why is that? First, let's look at the price of the Model Y.

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It's a bit different from Korea. The Standard Range (sold for 49.9M KRW in Korea) doesn't exist in the US; instead, they have the new entry-level model. The base is the Long Range RWD (500km+ range), which costs $45k. The Long Range AWD, sold for 59.9M KRW in Korea, is $49k. Before September 30th, with the $7,500 tax credit, it was $37.5k—insanely cheap. To give you an idea of how cheap $37.5k is, let's look at a fully loaded Tucson (Model Y comes with cooled seats, memory seats, leather, etc., so we have to compare it to a full-option ICE car).

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The Tucson MSRP is $41k, with a market price around $39k. The RAV4, which competes for the #1 spot with the Model Y, is around $38k (it's cheap now because a full redesign is coming next year).

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So basically, in North America, a Tesla Model Y is cheaper than compact SUVs like the Tucson, RAV4, or Sportage. Plus, no oil changes or gas costs. This means the people buying Model Ys are the type who prioritize economic value.

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On the other hand, FSD costs a whopping $8,000. Adding FSD makes the 'value-choice' Model Y way too expensive. Most Model 3/Y buyers don't even consider it because of the price. If they had an extra $8,000 in their budget, they'd rather buy a bigger, better car than add FSD. For the price of a Model Y + FSD, you could get a mid-size SUV like a Telluride or a premium compact like an Audi Q5.

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TL;DR: 1. Model Y in the US is cheaper than the Tucson/RAV4/Sportage. 2. Thus, the buyers are value-oriented. 3. $8,000 for FSD is a huge burden for that demographic. 4. With an extra $8k, they'd upgrade the car itself, not get FSD. 5. Hence, FSD adoption is only around 10%.

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다섯줄요약 1. 미국에서 모델Y는 투싼, RAV4, 스포티지등 타사 준중형 SUV보다 저렴한가격 2. 그러다보니 주 구매층이 경제적인 차를 선호하는 계층 3. 구매층의특성상 FSD비용 8000불은 부담되는 가격 4. 8000불의 예산이주어진다면 대부분은 더 좋은차를 선택하지 모델 Y에 FSD를 달진않음 5. 그러다보니 FSD구매율이 10퍼센트대