Tesla announced earlierFiscal Year 2025 Third Quarter Financial ReportAlthough both revenue and global vehicle deliveries hit record highs, net profit showed a sharp decline, highlighting its challenges in pursuing scale expansion, technology investment and coping with external cost pressures.
The financial report shows that Tesla's global vehicle deliveries in the third quarter reached 497,099, setting a new record. Its revenue also reached a record-breaking $281 billion, a 12% increase compared to the same period in 2024.
車輛生產數量表現部分，Tesla在第三季總計生產44萬7450輛車款，其中Model 3與Model Y佔43萬5826輛，其他車款則佔1萬1624輛。交車數量方面，總數達49萬7099輛的數量中，Model 3與Model Y佔48萬1166輛，其他車款則佔1萬5933輛。
The main reasons for the profit decline: price cuts, AI R&D and tariff costs
However, behind the impressive revenue figures was a sharp 37% drop in net profit compared to the same period last year. Tesla attributed this to multiple factors:
• Electric vehicle price reduction:In order to stimulate sales and cope with market competition, Tesla has recently continued to adopt a price reduction strategy, which directly compresses the profit per vehicle.
• AI and R&D spending increases:The company continues to increase its investment in R&D projects such as AI, fully automatic assisted driving (FSD), and Optimus humanoid robots.
• Tariff costs:Chief Financial Officer Vaibhav Taneja revealed at the earnings conference that in the third quarter alone, tariff costs on imported auto parts and raw materials had an impact of more than $4 million on the company, while also expecting R&D spending to continue to grow in the future.
Robotaxi schedule: Austin to deploy a "truly unmanned" autonomous driving fleet by year-end
As for the much-watchedRobotaxi ProjectTesla CEO Elon Musk gave an extremely ambitious timetable at the meeting, expecting the company to deploy its first "no drivers behind the wheel" Robotaxi self-driving fleet by the end of 2025, and to start operating in parts of Austin, Texas.
Tesla only launched its initial Robotaxi passenger service in Austin in June of this year, and since then, several accidents have been reported, including collisions with stationary vehicles. In response, Elon Musk emphasized that the company is obviously being very cautious in its deployment plans, but also expects to expand its fully driverless service to eight to ten new US states by the end of the year.
AI5 chip production: Samsung and TSMC split the work, while NVIDIA products will continue to be used
On the other hand, Elon Musk also revealedTesla's self-developed AI chip "AI5" production plan, confirmed that the chip will be produced by two leading wafer foundry companies at the same time: Samsung in Texas and TSMC in Arizona.
Elon Musk explained that Tesla's goal is to produce more AI5 chips than it needs for its electric vehicles and upcoming Optimus humanoid robot so that it can use the excess chips for its own data centers.
Elon Musk also clarified that adopting in-house chips does not mean Tesla will abandon NVIDIA GPUs. Tesla will continue to purchase NVIDIA chips and use them in conjunction with its own AI5 to meet its massive AI computing needs.
