[Digital Today reporter Jinju Hong] Concerns surrounding Tesla's long-term growth goals have not faded.

Revenue is stagnant and profit is expected to fall 10 percent. Its 2030 target of selling 20 million vehicles a year has also been lowered to around 5 million. Tesla also cut its 2026 capital expenditure plan to $20 billion from $25 billion, moving to moderate the pace of investment. It has started producing Optimus robots in California, showing efforts to expand future businesses. With a recovery in sales volume alone unlikely to meet growth expectations, attention is on what strategy Tesla will choose between profitability and future investment.

• Tesla deliveries beat expectations, but revenue is flat and profit expected to fall 10 percent • Tesla 2030 target cut from 20 million to 5 million vehicles; why it was lowered • Tesla cuts 2026 capital expenditure outlook from $25 billion to $20 billion • Tesla third-quarter net profit plunges 43 percent; starts Optimus robot production in California

Tesla is accelerating efforts to advance its self-driving technology despite slowing performance and adjustments to growth targets.

It has set a goal of introducing unsupervised FSD for customers in the second quarter of 2027. It has also moved to build its own mapping and navigation system instead of using external maps, in an effort to offset the limits of existing technology. It remains unclear whether Tesla can support unsupervised FSD for vehicles equipped with older HW3 hardware. As advances in self-driving technology intersect with issues of support for existing customers, Tesla's strategy to commercialise FSD is being put to the test.

• Tesla targets rollout of customer unsupervised FSD in the second quarter of 2027 • Tesla adopts its own map and navigation system instead of external maps, saying it will offset FSD limits • "Will my car also get unsupervised FSD?" Tesla ultimately stays silent on questions about HW3 upgrades

Tesla's FSD feature is spreading beyond a new-car purchase option into subscriptions and the vehicle rental market. Three out of every four Tesla new cars sold in North America choose FSD, and its global subscriber base is growing, reaching 1.74 million people.

It is also working with car-sharing and rental platform Turo to allow customers to rent vehicles equipped with FSD, moving to expand subscriptions. The Cybercab is expected to begin customer deliveries at the end of the year, but it is expected to be deployed first for robotaxi operations rather than personal sales.

• Three out of four Tesla new cars in North America choose FSD; global subscribers total 1.74 million • Tesla FSD can now be rented, partnering with rental-car platform Turo to expand subscriptions • Tesla Cybercab expected to begin customer deliveries at year-end; robotaxi takes priority over personal sales

In Australia and New Zealand, Tesla is abandoning the Cybertruck launch and has decided to fully refund deposits for the first time in 7 years, showing a retreat even in the new-vehicle business that had drawn expectations.

• Tesla abandons Cybertruck launch in Australia and New Zealand; fully refunds deposits after 7 years

U.S. automaker GM is focusing on strengthening competitiveness in electric vehicle development and production.

GM unveiled a strategy to shorten vehicle development time to 2 years by using a central computer and artificial intelligence. For its fourth-generation EV platform, it is seeking differentiation by applying a low-cost lithium manganese-rich (LMR) battery and central computing technology. With LG Energy Solution, it has also succeeded in recycling 100 percent of key minerals from used batteries, moving to build a resource-circulation system.

• GM pushes to cut vehicle development time to 2 years, unveils central computer and AI strategy • GM unveils fourth-generation EV platform, betting on LMR batteries and central computing • Used batteries become new EVs as GM and LG Energy Solution succeed in recycling 100 percent of minerals

Competition to commercialise robotaxis is heating up as the global robotaxi market expands beyond the United States into Central Asia. inDrive, Pony.ai and Nvidia plan to work together to introduce robotaxis in Kazakhstan in 2027. Waymo is moving to expand into global markets beyond the United States by increasing its fleet to 20,000 vehicles.

• Robotaxis set to launch in Kazakhstan in 2027 as inDrive, Pony.ai and Nvidia team up • Waymo pushes for a 20,000-robotaxi system, targeting global markets beyond the United States

As the U.S. auto industry moves to expand local production, Audi is also moving ahead with large-scale investment. President Trump announced Audi's plan to invest $4.2 billion in a U.S. plant. The plant is set to pursue annual production of 200,000 SUVs.

• Trump announces Audi's $4.2 billion investment in U.S. plant, with annual production of 200,000 SUVs

In South Korea's mobility market, integration of electric vehicle charging infrastructure and user services is expanding. Highway rest areas are responding to rising demand with ultra-fast charging. Socar is rolling out a pilot service linking parking and charging to improve convenience for EV users.

• EV charging demand crowds into rest areas, raising turnover with ultra-fast charging • Socar starts pilot service bundling parking and charging to integrate EV use

A push to improve parking efficiency and user convenience using AI is also drawing attention. Kakao Mobility unveiled AI parking technology at the ITS World Congress. Hi Parking applied an AI-based parking control system at Ewha Womans University Seoul Hospital to ease parking congestion.

• Kakao Mobility unveils AI parking technology at the ITS World Congress • Hi Parking applies 'Ai-PAS' at Ewha Womans University Seoul Hospital to ease hospital parking congestion

In the electric bicycle industry, Segway launched a moped-style e-bike, the 'Cyber Air', for $1,999, moving to target the mass market. It maintains the aggressive design of existing models while adjusting body weight and riding specifications to meet U.S. e-bike standards.

• New $1,999 e-bike 'Cyber Air' arrives with an angular body and X-shaped lighting