US EditionElon Musk says Tesla ending Models S and X production, converting Fremont factory lines to make Optimus robots
Tesla will cease Model S and X production by Q2 2026 to repurpose Fremont factory capacity for Optimus robot manufacturing amid declining sales below 50,000 units.
- Elon Musk, Tesla CEO, announced the company will end Model S and Model X production and convert Fremont factory lines to build Optimus, Tesla's planned humanoid robot.
- Deliveries fell over 30% year‑over‑year, with Tesla grouping Model S and Model X into an "other models" category and global sales dropping below 50,000 by late 2024.
- Just seven months ago, Tesla launched a mild update to the Model S and Model X, and the June refresh added a $5,000 price increase to $84,990 and $89,990 respectively.
- Fremont's 100,000-unit capacity had been operating at a fraction, so Tesla decided low-volume S/X production added complexity and repurposed capacity for other products.
- As rivals closed the gap, the Model S and Model X helped establish Tesla and funded mass-market models, but Lucid Air and Rivian R1S have overtaken these segments.
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Tesla to build 1 million Optimus robots per year at Fremont factory, Musk says
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It is a page that turns for the American manufacturer. Tesla will put an end to the production of two vehicles emblematic of its history, a choice assumed by Elon Musk. It is part of a broader reorientation of the group towards other technologies.
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Tesla Discontinuing Flagship Model S & Model X EVs To Build Robots
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