Tesla Discontinues Model S and Model X Production at Fremont Factory, Pivots to Optimus Humanoid Robots

According to search results, the news regarding Tesla's suspension of Model S and Model X production at its Fremont facility is unequivocal. In short, these two flagship models have been officially discontinued, and the factory is now transitioning to manufacturing humanoid robots.

· 📅 Production cessation timeline: Elon Musk first announced during the January 29,2026 earnings call that Tesla would cease accepting custom orders globally on April 1. Ultimately, on May 10,2026, the final employee-signed commemorative Model S and pomegranate-red Model X rolled off the production line at the Fremont factory.

· 🎯 Reasons for production suspension: Declining sales share (under 3% by 2025) and significantly lower profitability compared to the Model 3/Y. Additionally, hardware limitations such as the outdated 400V voltage platform have gradually weakened its competitiveness against rivals using the 800V platform.

· 🤖 Strategic Shift: The Fremont facility has set new objectives—to retrofit and produce Optimus humanoid robots, with plans to complete the transition within four months and achieve an annual production capacity of one million units.

· 🏭 Follow-up plans: The production lines at the Fremont factory have been fully dismantled and renovated, with the last two special commemorative vehicles remaining for collection. However, Musk stated that high-performance models like the all-new Roadster 2 will continue to be launched in the future.