Tesla Discontinues Model S and Model X Sales

[Product Adjustment] Tesla will stop accepting new orders for the Model S and Model X in South Korea effective March 31, 2026.

Core Development: Flagship Models Phased Out Globally

Deliveries for already-placed orders will continue until June 30, 2026. After this date, only existing inventory or certified pre-owned vehicles will be available for sale in South Korea. CEO Elon Musk announced as early as the Q4 2025 earnings call that both models would be officially discontinued by Q2 2026.

Key Data: Combined Sales Account for Less Than 10%

In 2025, global deliveries of "Other Vehicles" (including Model S/X, Cybertruck, and Semi) totaled 50,800 units, with Model S and Model X together accounting for fewer than 30,000 units—significantly below the Fremont factory’s annual production capacity of 100,000 units.

Strategic Rationale: Streamlining Portfolio and Pivoting to Robotics

The discontinuation aims to streamline the product lineup, free up manufacturing capacity for Optimus humanoid robot production, and concentrate resources on Model 3/Y and the future Cybercab.