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Tesla stops production Model S and Model X. The automaker plans to end production of its large electric sedan and SUV next quarter, effectively retiring the two longest-running electric vehicles. The news was shared by CEO Elon Musk during the company’s earnings call with investors and analysts earlier this week.
After launch Original roadsterTesla introduced the Model S in 2012, followed by the Model However, over time, the company’s focus shifted towards more affordable products Model 3 and Model Ywhich now dominates the Tesla lineup. Together, the two smaller vehicles accounted for nearly 97% of Tesla’s total vehicle deliveries of 1.6 million vehicles in 2025.
The Model S is the car that cemented Tesla’s position as a brand that excels in electric vehicles.
“We expect to reduce S and X production in the next quarter and essentially halt production,” Musk said during the call. “This is a bit sad, but it is time to end the S and X programs, which is part of our overall transition to an independent future.”
The decision is not entirely surprising. The Model S and Model (Tesla’s financial reports don’t specify how many cars were sold last quarter, as they are lumped in the ever-shrinking “other models” line item shared with… Cybertruck and half.) Most automakers would have updated, replaced or scrapped vehicles of this era several times by now. Tesla’s software-focused approach has helped keep both models technologically relevant, but with the company reporting lower revenues and sales this year, shrinking the lineup and focusing resources elsewhere appears to be part of cost-cutting and a broader strategic shift.
Tesla production and delivery 2025
| production | Delivery | |
| Model 3/p | 1,600,767 | 1,585,279 |
| Other models | 53,900 | 50,850 |
| the total | 1,654,667 | 1,636,129 |
The Model Unfortunately, vertical-hinged doors were plagued with problems and malfunctions.
In its latest shareholder update, Tesla confirmed that it is continuing its transition away from being a traditional hardware-focused automaker toward what it calls… Physical AI company.. The company has outlined plans to expand new product lines across vehicles, robotics, energy storage and battery manufacturing, indicating the direction in which its priorities are headed.
With large sedans and SUVs out of the lineup, Tesla is increasingly framing its future around driverless technology and robotics. Musk says the Fremont, California, factory, where the Model S and Model Optimus is a humanoid robot.
Tesla showed off this demo of its Tesla Bot, codenamed Optimus, at the company’s AI Day 2021.
Musk claims Tesla will increase Optimus production to 1 million units per year, but given that those robots aren’t available for sale yet and Tesla/Musk’s track record… Overly optimistic technology forecastsI won’t hold my breath.