Is Tesla’s China version of FSD collaborating with Baidu? Baidu’s stock price has soared.

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On April 29th, according to foreign media reports, Tesla is set to collaborate with Baidu in China, with Baidu providing mapping and navigation services for the deployment of Tesla’s “Full Self-Driving” (FSD) system.

TechWeb reached out to Baidu for comment on this matter, but as of the time of publication, Baidu has not responded.

Tesla introduced the FSD feature four years ago, but it has not yet been launched in China.

On April 20th of this year, Elon Musk replied to a user on the social media platform X, indicating that Tesla’s FSD might be launched in China “very soon.”

However, for FSD to be implemented in China, the primary challenges to address include cross-border transmission of vehicle data and issues related to privacy protection and regulatory compliance.

Just yesterday, the China Association of Automobile Manufacturers (CAAM) officially released a notification on the inspection results of four security requirements for automotive data processing. The notification stated that all models produced at the Tesla Shanghai Gigafactory meet the four compliance requirements for automotive data security, including anonymization of facial information outside the vehicle, default non-collection of cabin data, in-vehicle processing of cabin data, and significant notification of processing personal information.

Analysts point out that obtaining certification for data security compliance clears the entry barriers for Tesla’s FSD to be implemented in China.

Regarding the collaboration between Baidu and Tesla, on April 22nd, at the launch event of Baidu Apollo’s new “Cockpit Map” series products, Baidu Vice President Shang Guobin announced the cooperation with Tesla. Baidu Maps’ real lane-level navigation will soon debut globally in Tesla vehicles, providing a more real-time, accurate, safe, and efficient navigation experience for Tesla owners.

Baidu’s Hong Kong-listed shares (HK:09888) surged over 6% in the afternoon trading session today. As of the closing, Baidu rose by 2.38% to 103.3 Hong Kong dollars. At the time of writing, Baidu’s US-listed shares (NASDAQ:BIDU) were up 4.88% in pre-market trading.

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