Tesla's iconic Model S and X are done — company pivots to humanoid robots

Tesla's flagship Model S sedan and Model X SUV will stop production in Q2 2026 as the company pivots to manufacturing Optimus humanoid robots at the same factory. Current owners will still get support, but new buyers should order now.

Tesla is ending production of its iconic Model S sedan and Model X SUV in Q2 2026, marking the end of an era for the vehicles that helped make electric cars mainstream. As reported by PCMag, CEO Elon Musk confirmed the decision during Tesla's latest earnings call, saying the company is 'really moving into a future that is based on autonomy.'

Tesla's strategic shift to robotics

The discontinuation isn't just about ending production — it's about Tesla's complete strategic pivot. The Fremont, California factory that currently manufactures the Model S and Model X will be repurposed to produce Tesla's upcoming Optimus humanoid robots. 'It's time to basically bring the Model S and X programs to an end with an honorable discharge,' Musk explained to investors.

Tesla confirmed a third-generation version of Optimus is expected in the coming months, featuring 'major upgrades from version 2.5, including our latest hand design.' This version represents the first Optimus designed specifically for mass production.

Impact on existing and prospective owners

Current Model S and X owners won't be abandoned. Tesla confirmed support will continue 'for as long as people have the vehicles,' including parts, service, and software updates. For those still wanting to own these iconic vehicles, Tesla's message is clear: 'If you'd like to own one of them, now's a good time to place your order.'

The Model S, first released in 2012, revolutionised the electric vehicle market by making EVs appealing to mainstream buyers. The Model X followed in 2015 with its distinctive falcon-wing doors. Both models have seen continuous updates over the years to remain competitive as rivals like Cadillac's new EV lineup entered the market.

Tesla's ambitious robotics timeline

Tesla's robotics ambitions are aggressive. Musk previously stated the company aims to begin producing Optimus units at scale by the end of 2026, with sales beginning in 2027. The ultimate goal is producing one million robots per year, though Tesla hasn't provided a timeline for reaching that target.

This shift comes as Tesla continues selling its other vehicles, including the Tesla Model 3, Model Y, and Cybertruck. The company saw an 11% year-over-year drop in sales in 2025, driving the refocus on robotics and autonomous technology.

What this means for the UAE EV market

The discontinuation of the Model S and X will likely impact Tesla's presence in the UAE luxury EV segment. While the company continues offering the Model 3 and Y, the loss of its flagship models creates an opening for competitors in the premium electric vehicle space.

Tesla's shift to robotics also signals broader industry trends towards automation and AI integration. With Chinese EV giant BYD already discussing autonomous technology with UAE authorities, the region is positioning itself as a key market for next-generation mobility solutions, whether they're cars or robots.

Final orders and what's next

Tesla hasn't announced specific UAE pricing or availability details for final Model S and X orders. Prospective buyers should contact Tesla's UAE dealers directly for current availability and pricing before production ends in Q2 2026.

With Tesla focusing on its remaining vehicle lineup and the ambitious Optimus project, the automotive landscape is set for significant changes. The company's bet on humanoid robots represents one of the boldest strategic pivots in automotive history.

Frequently Asked Questions

Why is Tesla discontinuing the Model S and Model X?

Tesla is discontinuing the Model S and Model X to shift focus towards autonomous technology and Optimus robot production. CEO Elon Musk stated the company is 'moving into a future that is based on autonomy.'

When will Tesla stop producing the Model S and Model X?

Production of the Model S and Model X will shut down in Q2 2026. Tesla is advising customers who want to own these vehicles to place their orders soon.

What will happen to the Fremont factory?

The Fremont, California factory currently producing the Model S and Model X will be repurposed to manufacture Tesla's upcoming Optimus humanoid robots.

Will existing Model S and X owners still get support?

Yes, Tesla confirmed that current owners will receive continued support 'for as long as people have the vehicles,' including parts, service, and software updates.

When will Tesla start selling Optimus robots?

Tesla aims to begin mass production of Optimus robots by end of 2026 and start selling them in 2027. The company eventually plans to produce one million robots per year.