Tesla Model S and Model X Officially Discontinued

[Product Iteration] Tesla has officially discontinued the Model S and Model X, marking the end of these iconic vehicles' production run.

Core Development: Production of Model S and Model X Ends

On May 10, Tesla confirmed that the final Model S and Model X rolled off the assembly line at the Fremont Factory, concluding production cycles of 14 years and 11 years, respectively. Since April 1, new vehicle customizations have been halted globally, with only existing inventory available for sale.

Key Metrics: Flagship Models’ Sales Share Shrinks to Single Digits

In 2025, global deliveries of the Model 3 and Model Y reached 1.6 million units, while combined deliveries of "other models" such as the S/X totaled approximately 50,000 units, accounting for less than 3% of total sales.

Strategic Rationale: Resources Shift Toward Robotics and Mass-Market Vehicles

During the Q1 2026 earnings call, Musk explicitly stated that the Fremont Factory will be repurposed to produce the Optimus humanoid robot, signaling Tesla’s full strategic pivot toward high-volume vehicles and emerging technology sectors.