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Tesla has ended production of the Model S and Model X at its Fremont plant after long runs of 14 and 11 years, reflecting a shift toward higher-volume Model 3/Y sales and a strategic pivot to robotics. The Fremont line will be retooled to build Tesla’s Optimus humanoid robot as the company reallocates resources to mass-market EVs and new ventures. The transition has been rocky for loyal S/X owners: Tesla abruptly postponed a limited Signature Edition delivery event with no new date or compensation, leaving 350 buyers facing thousands in nonrefundable travel costs and fueling frustration over communication and customer treatment.
Tesla ending Model S and X production signals a major operational shift toward higher-volume models and new ventures like humanoid robots, affecting supply chains, manufacturing priorities, and EV market segmentation. Tech professionals should watch how automation, factory retooling, and robotics development influence production capacity and talent allocation.
Dossier last updated: 2026-05-10 04:49:10
$TSLA 最后一辆ModelS下线，说一下自己的感想： 我对马一龙放弃Model S、Model X 的决定很佩服 如果我是CEO估计很难下这个决定 这是正确果敢的决定 只留下销量高赚钱的生产线 把S和X生产线都让给了Optimus 向物理AI奋进 最近Robotaxi投放量肉眼可见的📈曲线 今年虽然没抓到布局longcall的机会，但手里的正股核心持仓是要看见物理AI大放异彩的那一天的🤔
Tesla announced on May 9 that the final production units of its Model S and Model X rolled off the assembly line at the Fremont factory. The company did not detail whether this marks a permanent end to those high-end sedan and SUV lines or signals a production pause ahead of a refresh or relocation; the brief social post was reported by Jiemian and picked up by 36Kr. This matters because Model S and Model X represent Tesla’s premium lineup and engineering showcase, and their discontinuation or transition could affect product strategy, manufacturing planning at Fremont, and Tesla’s positioning against competitors in the luxury EV segment.
Tesla has confirmed the final production units of the Model S and Model X rolled off the Fremont assembly line, marking the end of 14- and 11-year production runs respectively. Elon Musk announced last month that both models are discontinued and remaining cars are limited to existing inventory; their volumes had already dwindled after the rise of mass-market Model 3 and Model Y. Tesla plans to retool Fremont to produce the Optimus humanoid robot, reflecting a strategic shift toward robotics and higher-volume EVs. In 2025, Model 3/Y deliveries reached about 1.6 million globally while Model S/X combined made up roughly 50,000 units, underscoring their minor share of Tesla’s total deliveries.
Tesla postponed the May 12 delivery event for its limited Model S/X Signature Edition, notifying invitees just three days before and offering no reason, new date, or travel compensation. The event was limited to 350 buyers (250 Model S, 100 Model X) paying about $159,420 each; many had spent thousands on non-refundable flights and hotels or taken time off to attend Fremont deliveries. Owners signed strict no-resale agreements and expected a final, exclusive handover before the S/X lineup winds down. Frustration centered on the late notice and lack of explanation or remedies from Tesla, straining relations with some of the company’s most loyal, high-value customers.