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Commercial Deployment商业化落地
Tesla FSD Subscriptions Surge 56% to 1.48 Million in Q2 2026, Record Quarterly Gain of 200,000特斯拉FSD订阅二季度环比增长56%至148万，单季新增20万创历史新高
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T3
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R1-money-or-metal
- Tesla's FSD subscription base reached 1.48 million in Q2 2026, up 56% from Q1 2026.
- The quarter added 200,000 new FSD subscribers versus Q1 2026, the largest quarterly gain in Tesla's history, with the FSD attach rate on new vehicle deliveries now exceeding 55%.
- The surge signals accelerating consumer willingness to pay for L2+ autonomous driving features, offering automakers and suppliers a benchmark for monetizing ADAS subscriptions as the market matures.
- 特斯拉FSD订阅用户数在2026年二季度环比增长56%至148万。
- 二季度较一季度新增20万订阅用户，创Tesla历史单季新增纪录，新车交付中的FSD搭载率（attach rate）已超过55%。
- 订阅量的快速攀升表明消费者为L2+自动驾驶功能付费的意愿正在加速提升，为整车厂和供应商在ADAS订阅商业化路径上提供了重要参考基准。