Tesla to Discontinue Model S and Model X by Mid-2026

Tesla will cease production of its Model S sedan and Model X SUV by the end of the second quarter of 2026, CEO Elon Musk announced during the company's Q4 2025 earnings call. The Model S, introduced in 2012, and the Model X, launched in 2015, have been central to Tesla's lineup but are now being phased out as the company shifts focus towards autonomous technology and new product lines.

Musk attributed the decision to the company's emphasis on "autonomy." He stated that the production lines for these models at Tesla's Fremont, California factory will be repurposed for manufacturing the Optimus humanoid robot, aligning with Tesla's strategic direction towards artificial intelligence and robotics.

Sales of the Model S and Model X have been declining in recent years. In 2025, combined deliveries of these models, along with the Cybertruck and Tesla Semi, totaled approximately 50,850 units, a significant decrease from previous years. This decline reflects a broader industry trend as consumers gravitate towards newer electric vehicle offerings and Tesla's own more affordable models, such as the Model 3 and Model Y.

The Model S and Model X have played pivotal roles in establishing Tesla's reputation in the electric vehicle market. The Model S was Tesla's first mass-produced vehicle, demonstrating the viability of electric cars in the luxury segment, while the Model X introduced innovative features like falcon-wing doors. Their discontinuation marks the end of an era for Tesla as it continues to evolve its product lineup in response to market demands and technological advancements.