Tesla Model S and Model X Production Lines Repurposed for Humanoid Robots

[Product Iteration] Tesla Model S and Model X have officially been retired, with their original production lines transitioning to mass-produce humanoid robots.

Core Development: Iconic Models Retire as Robot Production Begins

On May 21, 2026, the final batch of Model S and Model X rolled off the Fremont factory line, marking the official retirement of these two vehicles that pioneered the electric vehicle revolution. The original production lines will be dismantled and reconfigured within 4 months to become dedicated humanoid robot assembly lines, with a planned annual capacity of 1 million units. Simultaneously, a second-generation production line is under construction at the Texas Gigafactory, targeting an annual capacity of 10 million units.

Strategic Foundation: From Smart Cars to General-Purpose Robots

Elon Musk described the Model S/X as "works crafted with love," whose innovations in smart cockpits, full-vehicle OTA updates, and driver-assistance systems have become industry standards. Now, Tesla is elevating its mission to "build a world of abundance and wonder." Humanoid robots are positioned as universal devices serving homes, factories, and healthcare, with long-term global demand potentially reaching 10 billion units—a scale that could surpass Tesla’s electric vehicle business.