Tesla to Discontinue Model S and Model X in 2026, Shift Focus to Robotaxi and Humanoid Robotics

[Product Strategy] Tesla will officially discontinue the Model S and Model X in Q2 2026, reallocating resources to focus on autonomous driving and humanoid robotics.

Strategic Rationale: Mission of Premium Models Completed

The Model S (launched in 2012) and Model X (launched in 2015) once established Tesla’s technological leadership and brand premium, enabling the company to rapidly scale volume after 2017 with the Model 3. However, their sales have continuously declined, with combined deliveries in 2025 falling below 30,000 units, accounting for only about 3% of Tesla’s global deliveries—far below the Fremont factory’s annual production capacity target of 100,000 units.

Industry Impact: Capacity Reallocation to Optimus and New Platforms

Facing increasing competition from domestic premium models such as the NIO ET9 and Zeekr flagships, the performance edge of the Model S/X is no longer significant. Tesla plans to shut down their production lines and convert the Fremont factory into a core manufacturing hub for the Optimus humanoid robot, targeting an annual production capacity of 1 million units. In April 2026, the next-generation Roadster will take over as Tesla’s performance flagship, while the Model 3 and Cybertruck will carry the bulk of sales.