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Tesla FSD Active Users Reach 1.48 Million as Company Pivots to Subscription Revenue特斯拉FSD活跃用户达148万，公司加速转向订阅收入模式
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- Tesla's Q2 2026 earnings call revealed FSD (Supervised) active users have climbed to 1.48 million globally, with leadership noting that about 55% of North American deliveries in Q2 had an FSD subscription enabled at the time of delivery.
- Tesla now counts nearly 1.5 million paid FSD customers worldwide, split 55% upfront purchases and 45% subscriptions, and expects future FSD monetization growth to come mainly from subscriptions since the outright purchase option has been removed in most markets.
- FSD's paid-user base has grown steadily each year — from 400,000 in 2021 to 500,000 in 2022, 600,000 in 2023, 800,000 in 2024, and past 1.1 million by end-2025 — most recently rising from 1.28 million to 1.48 million active users.
- 特斯拉2026年第二季度财报电话会披露，FSD（受监督版）全球活跃用户已攀升至148万；公司管理层提到，第二季度北美约55%的新车交付时已启用FSD订阅。
- 特斯拉全球FSD付费用户已近150万，其中55%为一次性买断、45%为订阅制；由于多数市场已取消买断选项，公司预计未来FSD变现增长将主要来自订阅。
- FSD付费用户数逐年稳步增长：2021年40万、2022年50万、2023年60万、2024年80万，2025年底突破110万，近期则从128万进一步增至148万。