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New Model Y Deliveries Reveal Secret Hardware 4.5 Upgrade Triggers Speculation - Tesery Official Store
Notícias Tesla

New Model Y Deliveries Reveal Secret Hardware 4.5 Upgrade Triggers Speculation

por Rio em Jan 26, 2026

A Silent Evolution in Tesla's Autonomy Architecture

In the fast-paced world of electric vehicle innovation, Tesla has long been recognized for its refusal to adhere to traditional automotive product cycles. While legacy manufacturers typically reserve significant hardware changes for new model years, Tesla implements upgrades the moment they are ready for production. This strategy of continuous improvement has once again sparked intense discussion within the automotive and tech communities. Reports have surfaced indicating that Tesla’s latest Model Y vehicles are being delivered with a previously unannounced iteration of the company's self-driving computer, tentatively identified as "Hardware 4.5."

This discovery, stemming from vigilant owners inspecting their newly delivered vehicles, suggests that the electric vehicle giant is rolling out an interim upgrade to its autonomous driving suite. With the highly anticipated AI5 (formerly known as Hardware 5) chip not expected to enter mass production until later in 2026, this "AP45" hardware appears to serve as a crucial bridge, potentially offering enhanced processing capabilities to support the increasingly complex demands of Tesla's Full Self-Driving (FSD) neural networks. As the fleet expands and the software matures, the introduction of Hardware 4.5 underscores Tesla's commitment to maintaining a hardware advantage in the race toward full autonomy.

The emergence of this new hardware revision raises numerous questions regarding its technical specifications, its relationship to the existing Hardware 4.0, and the implications for current and future Tesla owners. By piecing together owner reports, parts catalog data, and insights from the firmware hacking community, we can begin to construct a clearer picture of what this interim upgrade entails and why Tesla has chosen to deploy it now.

The Discovery: AP45 in the Wild

The initial revelation of the potential Hardware 4.5 upgrade did not come from a press release or a corporate event, but from the grassroots community of Tesla enthusiasts. The first credible sighting was reported by a Model Y owner known as @Eric5un on social media platforms. After taking delivery of a 2026 Model Y AWD Premium built at the Fremont factory in January, the owner noticed distinct changes in the vehicle's configuration.

According to the detailed account, the vehicle featured a new front camera housing and, notably, a 16-inch center display—a departure from the standard 15-inch screen typically associated with the Model Y. However, the most significant discovery lay hidden beneath the interior trim. By pulling down the upper carpet liner beneath the glovebox—a non-invasive procedure often used by enthusiasts to check hardware versions—the owner revealed the Autopilot computer module.

The label on the computer bore the text "AP45," a designation never before seen on production vehicles. The specific part number listed was 2261336-02-A. This finding was not an isolated incident. Shortly after the initial post, other owners began to verify the components in their own recently delivered vehicles. A Model Y Performance owner with a December 2025 build date confirmed the presence of the same hardware, while another owner of an Austin-built Model Y Performance reported identical findings.

These corroborating reports from vehicles manufactured in different facilities (Fremont and Austin) and at different times (December and January) suggest a coordinated and systemic rollout rather than a limited test batch. The presence of the "AP45" label is a strong indicator that Tesla has moved beyond Hardware 4.0 for these units, initiating a transition that catches the industry by surprise.

Decoding the Part Number: Evidence from the Catalog

While physical sightings provide tangible proof, the existence of Hardware 4.5 is further substantiated by Tesla’s own documentation. Clues regarding this upgrade have been hiding in plain sight within Tesla's Electronic Parts Catalog (EPC), a resource often scrutinized by analysts and mechanics for hints of upcoming changes.

As reported by industry observers, the catalog recently updated its listings to include a component explicitly described as “CAR COMPUTER – LEFT HAND DRIVE – PROVISIONED – HARDWARE 4.5.” This description aligns perfectly with the "AP45" marking found on the physical units. The catalog lists the component with the part number 2261336-S2-A and a replacement price of approximately $2,300.00.

The alignment between the physical part numbers found in customer vehicles and the official entries in the parts catalog removes much of the ambiguity surrounding the discovery. It confirms that "Hardware 4.5" is the internal nomenclature Tesla is using for this revision. The pricing also offers some insight; at $2,300, the unit represents a significant piece of sophisticated electronics, consistent with the cost of high-performance compute modules used in previous generations.

This catalog confirmation serves as a critical validation for the speculation driving the community. It moves the conversation from "is this real?" to "what can it do?" The explicit naming convention suggests that while this may not be the generational leap of AI5, it is distinct enough from Hardware 4.0 to warrant its own designation and supply chain management.

Technical Implications: The Three-SoC Theory

To understand the potential capabilities of Hardware 4.5, one must look at the insights provided by the software hacking community, particularly the work of longtime Tesla researcher @greentheonly. For some time, deep dives into Tesla’s firmware code have revealed references to a hardware architecture that differs from the established norm.

Both Hardware 3.0 and Hardware 4.0 utilize a dual-System-on-Chip (SoC) design. In this configuration, two identical chips operate in tandem to process the massive streams of data coming from the vehicle's cameras and sensors. This redundancy is a safety feature, ensuring that if one chip fails, the other can maintain control. However, @greentheonly has noted that Tesla software contains references to a possible three-SoC architecture.

Speculation is mounting that Hardware 4.5 could be the physical realization of this tri-SoC design. The addition of a third chip could serve multiple purposes:

  • Increased Inference Throughput: As Tesla shifts its FSD approach toward end-to-end neural networks (where the AI learns driving behaviors directly from video data rather than hard-coded rules), the demand for computational power skyrockets. A third SoC would significantly increase the system's ability to process these complex models in real-time.
  • Enhanced Fault Tolerance: While two chips offer redundancy, a three-chip setup could allow for more sophisticated voting logic or dedicated processing tasks, further hardening the system against errors.
  • Preparation for Future Sensors: Although not confirmed, additional processing power is often a prerequisite for handling higher-resolution camera streams or additional sensor inputs that may be introduced in future vehicle refreshes.

If Hardware 4.5 indeed features a triple-SoC layout, it would represent a substantial increase in raw compute performance, bridging the gap between the current generation and the massive power expected from the future AI5 chip.

Bridging the Gap to AI5

The timing of Hardware 4.5 is particularly interesting given Tesla's public roadmap regarding AI5. Elon Musk has previously discussed AI5 (formerly referred to as Hardware 5) as the next major leap in Tesla's autonomy silicon, expected to be manufactured on a more advanced process node and capable of vastly superior performance. However, AI5 is not slated for widespread production until the latter half of 2026.

In the interim, Tesla faces the challenge of advancing its FSD software, specifically the v12 and v13 builds, which rely heavily on compute-intensive neural networks. Hardware 3.0, while still capable, is beginning to show its age as the software becomes more demanding. Hardware 4.0 provided a necessary boost, but as the models grow larger, even more headroom is required.

Hardware 4.5 appears to be the strategic solution to this interim period. By introducing an optimized or expanded version of the current architecture, Tesla ensures that vehicles rolling off the line today are not bottlenecked by hardware limitations before AI5 arrives. It allows the software team to push the boundaries of their neural networks without being immediately constrained by the hardware ceiling of the previous generation.

Furthermore, this incremental step helps mitigate supply chain risks. Transitioning to a completely new architecture like AI5 involves significant manufacturing changes and reliance on next-generation semiconductor fabrication. Hardware 4.5, likely built on a mature process similar to HW4, allows Tesla to scale performance without the teething issues associated with a full platform overhaul.

The Evolution of Tesla Silicon: A Historical Context

To fully appreciate the significance of Hardware 4.5, it is helpful to view it within the lineage of Tesla's Autopilot hardware development. Tesla has a history of releasing "point" upgrades—intermediate versions that refine the technology between major generational leaps.

HW 2.0 to HW 2.5: One of the most notable precedents is the transition from Hardware 2.0 to Hardware 2.5. HW2.5 introduced improved reliability and a secondary node for redundancy, offering a slight performance bump and better build quality over its predecessor. While not a revolution, it stabilized the platform before the arrival of the custom-designed FSD Computer (HW3).

HW 3.0: This was a watershed moment, marking Tesla's shift away from NVIDIA GPUs to its own custom silicon designed specifically for neural network processing. It unlocked the capabilities that eventually led to the FSD Beta program.

HW 4.0: Introduced quietly on the Model S and X before trickling down to the Model Y and 3, HW4 brought higher resolution cameras and faster processing, removing the ultrasonic sensors (USS) in favor of a vision-only approach.

Now, HW 4.5 seems to follow the trajectory of HW 2.5—a refinement that maximizes the potential of the current architecture. It demonstrates Tesla's philosophy that hardware is never "finished," but rather in a state of constant flux to accommodate the software's insatiable hunger for compute.

Impact on FSD Capabilities and Software

The introduction of Hardware 4.5 is inextricably linked to the progress of Tesla's Full Self-Driving software. The current iteration, FSD Supervised (v12), utilizes an "end-to-end" approach where a single neural network takes in video and outputs control commands. This method has resulted in smoother, more human-like driving, but it is computationally expensive.

As Tesla trains these networks on millions of miles of video data, the "models" (the digital brains of the car) become larger and more complex. Running these larger models requires high inference throughput. If Hardware 4.5 does indeed offer higher throughput—potentially through a tri-SoC design—it could mean that vehicles equipped with this computer might be able to run more advanced versions of the FSD model, or run the same models with higher confidence and lower latency.

While Tesla strives for feature parity across its fleet, history suggests that newer hardware eventually gains capabilities that older hardware cannot support. For example, the visualization fidelity on HW3 is already lower than on HW4. HW4.5 could further widen this gap, offering smoother visualizations, better object detection at long ranges, or faster decision-making in complex urban environments.

Consumer Perspective: The Silent Upgrade

For the consumer, the silent rollout of Hardware 4.5 creates a complex dynamic. On one hand, it is excellent news for those taking delivery now; they are receiving a more future-proof vehicle at no additional cost. The inclusion of a 16-inch screen and improved cameras alongside the new computer adds tangible value to the 2026 Model Y.

On the other hand, it inevitably leads to the "Osborne Effect," where potential buyers might delay their purchase in hopes of securing the latest technology, or recent buyers might feel a sense of regret for missing the cutoff. This is a common occurrence in the Tesla ecosystem, where updates are not tied to calendar years. A customer who picked up a car in November 2025 might have HW4, while a customer in January 2026 gets HW4.5.

However, it is worth noting that Tesla generally ensures that FSD features work across all supported hardware generations. While HW4.5 might run the software more efficiently, HW3 and HW4 vehicles are expected to remain capable of autonomous driving tasks for the foreseeable future. The upgrade is likely more about future-proofing for unreleased capabilities than rendering current vehicles obsolete.

Conclusion

The spotting of "AP45" hardware in new Model Y vehicles is a testament to Tesla's relentless pace of innovation. By quietly introducing Hardware 4.5, Tesla is strengthening the computational backbone of its fleet, preparing for a future where AI-driven autonomy requires immense processing power. While the full technical specifications remain to be officially detailed by the company, the evidence from owners and parts catalogs paints a clear picture of an interim upgrade designed to bridge the gap to the next-generation AI5 chip.

As more owners take delivery and the hacking community delves deeper into the firmware, we can expect to learn more about the true capabilities of this new computer. For now, it serves as a reminder that in the world of Tesla, the only constant is change, and the next leap forward is always just around the corner.

Etiquetas: Autonomous Driving Technology, Autopilot Hardware, Tesla Model Y
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