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Tesla Model Production Shift (2026 Q1 Estimates)
Comparison of vehicle delivery volumes in early 2026 highlighting the transition.
Primary Sources
Tesla Has Built The Last Model S And Model X
Tesla has put the fork in the Model S and Model X as it takes a fork in the road. Production of the brand’s first two volume models has wrapped up at the automaker’s factory in Fremont, Calif., as it prepares to convert the assembly area to build its new humanoid Optimus robots. The last Model S was signed by workers on the line and will be put on display at the plant. The company coincidentally wrapped up the Model S and Model X runs with special Signature series editions that were offered by invite to the brand’s top customers for $159,420. Tesla made 250 Model S and 100 Model X available to order. Model S production began in June 2012 and was followed by the Model X in 2015. It’s estimated that the pair have combined for more than 700,000 global sales, with their best year coming in 2016 when 76,230 were delivered. Read Also: ELON MUSK SAYS THE TESLA ROADSTER REVEAL IS DELAYED ANOTHER ‘MONTH OR SO’ Tesla doesn’t break out individual model sales and bundles the S and X with the Cybertruck on its reports, but Cox Automotive reports that there were 1.172 Model S and 2,346 Model X deliveries in the first quarter of 2026, while the figures for the Model 3 and Model Y were 31,672 and 78,591. Tesla isn’t directly replacing the Model S and Model X, but will be launching two very different new models this year. The Semi is finally entering production at its factory in Nevada while assembly of the Cybercab is now underway at Tesla’s plant in Austin for deployment in Tesla’s Robotaxi fleet, although a date for the start of Cybercab retail sales has not been announced.
Tesla's Last Model S/X Units Ever Hit the Production Line
Tesla is officially closing the book on the two vehicles that started it all. The very last Model S and Model X units the company will ever make are now rolling off the production line at the Fremont factory in California. To mark this historic end of an era, Tesla has scheduled an official delivery event for next week on Tuesday, May 12, 2026.The Final Production RunThis ultra-limited "Signature Edition" run consists of only 350 vehicles — 250 Model S units and 100 Model X units. These weren't available to the general public; instead, Tesla sent out exclusive invites to select long-time customers last month. Recent aerial images from the Fremont factory show some of these final units gathered in the outbound lot, ready for their new homes. @DennisCW_ @DennisCW_ Swipe to browse photos Click the arrows to browse 1 / 2 "Signature Model S / X Production BEGINS! Congrats to all who ordered!" shared @DennisCW_ on X, posting aerial footage that captured the final flagship duo being prepped. Every one of these final units is a top-tier Plaid variant and includes the exclusive Luxe Package. Owning a piece of history isn't cheap, though; both the Model S and Model X Signature Editions are priced at $159,420. This is a significant jump over even the recently hiked inventory prices of $124,990 and $129,990 for standard Plaid models.Making Room for the FutureTesla isn't just stopping production because it wants to; it needs the space for its next big evolution. Once these last 350 cars leave the building, the floor space previously dedicated to the Model S and Model X will be repurposed for manufacturing Optimus, Tesla’s humanoid robot. This transition highlights Tesla's shift from being a traditional automaker to a massive AI and robotics powerhouse. Swipe to browse photos Click the arrows to browse 1 / 6 For those lucky enough to secure an order, the Model S and Model X Signature Edition feature a bespoke "Garnet Red" paint, gold piping on a white interior with Alcantara accents, gold Tesla "T" badges, a numbered dashboard plate (e.g., 1/250), Signature Edition puddle lights, and more unique touches. That said, there are some unique strings attached. Tesla is requiring all Signature Edition buyers to sign a one-year no-resale agreement. Additionally, the company is retaining the "right of first refusal," meaning if an owner wants to sell the car after that first year, they must offer it back to Tesla first.The End of an EraThe Model X has already essentially s...
Tesla ends Model S and Model X production in pivot to robots
Tesla has ended production of the Model S sedan and Model X SUV, closing out 14 years of manufacturing at its Fremont, California factory. The company announced the news on social media alongside ...
Tesla Builds Last Model S And Model X At Fremont, Pivots Line To ...
The last Model S and last Model X ever produced at Tesla 's Fremont factory rolled off the line on Saturday, May 9, 2026. Tesla announced the milestone on X just after 9 PM Pacific, posting photos of the final cars surrounded by the workers who built them. The flagship sedan ran for 14 years. The SUV with the wing doors lasted 11. Both built Tesla's reputation before the Model 3 and Model ...
