Tesla Confirms the End of Model S and Model X
- Published on 29/01/2026 18:15
Tesla announces the end of production for the Model S and Model X by mid-2026, marking a shift for its iconic vehicles.
Tesla has officially announced that it will cease production of the Model S and Model X by the end of the second quarter of 2026, a decision confirmed by CEO Elon Musk during the fourth quarter 2025 financial results. This announcement marks the end of an era for the models that propelled Tesla to the forefront of electric vehicle innovation.
The Model S, launched in 2012, was the first mass-produced electric sedan to combine range, performance, and premium design. The Model X, which debuted in 2015 with its signature Falcon Wing doors, allowed Tesla to capture the electric SUV market. Together, these two models have been the technological showcase for Tesla and have funded the development of the Model 3 and Model Y, which have become the company’s backbone.
Forever the Firsts
However, sales have significantly declined in recent years. In 2025, the Model S and X, categorized under “Other Models” including the Cybertruck and Semi, sold fewer than 30,000 units, far short of the 100,000-unit annual capacity of Fremont. The refresh in June 2025, limited to a new color and some lighting adjustments, was not enough to rekindle buyers’ interest.
According to Elon Musk, the end of the Model S and X fits into a strategy focused on autonomy and artificial intelligence. The Fremont factory will be retooled to produce the Optimus humanoid robots, symbolizing Tesla’s new direction towards AI and robotics. Musk justifies this strategic pivot as a priority in response to competition in the luxury electric vehicle market, now dominated by Lucid Air and Rivian R1S.
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While the decision has surprised enthusiasts, it marks a major transition: Tesla is shifting from an automotive manufacturer to a player in autonomous technology and robotics, while ensuring support and after-sales service for existing Model S and X vehicles.
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This page is translated from the original post "Tesla acte la mort des Model S et Model X" in French.
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