End of an Era: Tesla Discontinues Model S and Model X Production

The curtain has fallen on one era, paving the way for another ambitious chapter.

On May 10, Tesla officially announced that its two legendary flagship models — the Model S and Model X — have rolled off the assembly line at the Fremont factory in California for the final time. This marks the official retirement of the vehicles that laid the foundation for Tesla's success, as the production lines prepare for a major transformation.

Flagship Models Become the Minority

The Model S, which has been on the market for 14 years, not only changed the world's perception of electric sedans but also transformed Tesla from a startup into a global powerhouse. The Model X, known for its dramatic Falcon Wing doors, has been in production for 11 years.

However, sentiment eventually gave way to commercial reality. According to Tesla's 2025 annual data:

• Model 3 and Model Y: Delivered a massive 1.6 million units globally, serving as the brand's core pillars.
• Model S, Model X and other models: Combined deliveries totalled only around 50,000 units.

During the April earnings call, Elon Musk had already hinted at this outcome. Starting April 1, Tesla stopped accepting custom orders for the Model S and Model X. Only remaining stock is now available worldwide.

Why Stop Production? To Make Way for Optimus

The decision goes beyond simply making room for new successors. By freeing up the Fremont factory lines, Tesla is shifting focus toward the mass production of its Optimus humanoid robot. Musk has repeatedly emphasised that Tesla's future lies in becoming an AI and robotics company, not just an automaker. This move represents a bold strategic pivot from high-end electric vehicles to advanced robotics.

Impact on Malaysian Owners

For Malaysian consumers, this news is more sentimental than practical. Since its official entry into Malaysia, Tesla has only offered the Model 3 and Model Y. Right-hand-drive (RHD) versions of the Model S and Model X were discontinued years ago, so the production halt has no direct impact on the current official line-up available in Malaysia.