Tesla Retires Model S/X Line, Shifts to Humanoid Robot Production
On July 14, Tesla officially announced the retirement of the original Model S and Model X production line at its Fremont Factory in California. The iconic production line, which pioneered the premium pure electric vehicle segment, completed equipment disassembly in just 46 days, marking the end of production for the two flagship models. The last batch of Model S/X rolled off the assembly line back in May. As Tesla’s earliest flagship products, the two models not only established the brand’s premium positioning but also drove the industry’s electrification transition, making them trailblazers in the pure electric market.

The line’s retirement is not an end, but the starting point of Tesla’s new business track. According to plans, the facility will be fully renovated within four months into a dedicated production line for humanoid robots, with an annual production target of 1 million units for the first-generation line. Meanwhile, Tesla’s Texas factory is preparing a second-generation production line with a long-term annual capacity target of 10 million units. Notably, Tesla’s humanoid robots share core technologies including batteries, motors and AI with its vehicles, directly leveraging the brand’s automotive expertise and signaling its ambition far beyond the auto industry.