The final batch of Tesla Model S and Model X vehicles has rolled off the assembly line at the Fremont factory in California, marking the official retirement of these two iconic models that spearheaded the global shift towards electrification. The production lines for these vehicles will undergo deconstruction and repurposing within the next four months. They will be transformed into a dedicated manufacturing facility for Tesla's humanoid robot, with a planned annual production capacity of one million units. Concurrently, a next-generation production line is being prepared at the Texas Gigafactory, targeting a capacity in the tens of millions.
During the delivery ceremony, CEO Elon Musk stated, "The Model S and Model X are the foundation of Tesla, products built with passion. Their success stems from our team's dedication to perfecting every detail with genuine care — even in areas users cannot see or may never notice."
The repurposed production lines will be central to Tesla's next strategic product: the humanoid robot. Musk views this as a core strategic product with potential scale that could surpass the electric vehicle business. The robot is positioned as a general-purpose humanoid for diverse scenarios including homes, factories, and healthcare. It aims to replace humans in performing repetitive and hazardous physical labor, offering industrial-grade reliability at a competitive cost. Musk has projected that the long-term global demand for humanoid robots could reach as high as 10 billion units.
In January 2026, Tesla officially updated its corporate mission to: "To build a world of extraordinary abundance." Musk emphasized that the large-scale advancement of autonomous driving and the development of the Tesla Robotaxi service will fundamentally transform the nature of transportation. Simultaneously, humanoid robots have the potential to liberate humans from monotonous and repetitive tasks, furthering the realization of societal abundance.
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