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Tesla Ends Model S and Model X Production

The move shifts factory capacity to higher‑volume Model 3/Model Y following steep demand declines for premium models.

Overview

  • Tesla has halted Model S and Model X production at its Fremont, California plant.
  • The last car was a black Model S that workers signed, and the company is expected to keep it as an in‑house display.
  • Tesla marked the send‑off with a Signature edition limited to 350 cars, priced at $159,420 and offered only to selected existing owners.
  • Falling demand drove the decision, with 2025 data showing about 50,850 sales in the 'other models' group globally and roughly 1% of Tesla’s European sales coming from the S and X.
  • Production capacity now pivots to higher‑volume Model 3/Model Y, with reporting indicating the Roadster and a lower‑cost model remain in reserve.