Tesla Production 2026 is set for a radical shift as the company officially discontinues Model S and Model X by the second quarter. Elon Musk confirmed this strategic pivot during the latest investor briefing in January 2026, signaling a massive reallocation of resources toward robotics and autonomous vehicles. For further details, visit Tesla Investor Relations.
Key Takeaways
- Model S and Model X production to end by June 2026.
- Approximately €7.6 billion loss in the automotive sector in 2025.
- Fremont factory conversion for Optimus robot mass production.
New Strategy for Tesla Production 2026
The industrial plan for Tesla Production 2026 involves dismantling production lines dedicated to older premium vehicle generations. This decision aims to optimize operating margins, which were hit by a challenging 2025: automotive revenue fell to $69.5 billion (approx. €64.1 billion), marking a net loss of about €7.6 billion compared to the previous year.
Robotics and AI in Tesla Production 2026
The core of Tesla Production 2026 will no longer be just cars, but Optimus humanoid robots. The goal is to produce between 50,000 and 100,000 robotic units within the year, offsetting automotive losses with the Energy Storage division, which generated a record $12.8 billion in 2025 revenue.
