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robots","tesla-to-discontinue-the-model-s-and-x-as-it-pivots-towards-humanoid-robots","article/tesla-to-discontinue-the-model-s-and-x-as-it-pivots-towards-humanoid-robots",{"_uid":547,"date":548,"tags":549,"editor":556,"content":566,"excerpt":661,"featured":51,"reporter":662,"component":673,"seo_title":674,"categories":675,"visibility":691,"author_company":580,"data_vis_image":692,"featured_image":695,"seo_description":661,"author_full_name":580,"author_job_title":580,"formattedDate":699,"formattedArticleDate":700},"6727617d-07cd-4652-8ef4-ef0fda0038bb","2026-02-05 12:51",[550,553],{"slug":551,"name":552},"tesla","Tesla",{"slug":554,"name":555},"usa","USA",[557],{"slug":558,"name":559,"content":560},"didi-bostock","Didi Bostock",{"job_title":561,"image":562,"bio":564,"linkedin":565},"Editor - Energy Transition & Economics",{"filename":563},"https://a.storyblok.com/f/287943243085208/512x512/2c5ca5c1a3/didi-bostock.jpeg","Didi is the Energy Transition & Economics Editor at Benchmark, covering a broad range of markets across the energy transition. His remit spans from downstream sectors such as BESS and EVs, through to midstream such as new technologies and battery production, to upstream critical minerals mining. He also leads on financial analysis across these supply chains, alongside in-depth policy analysis.\n","https://www.linkedin.com/in/didi-bostock-656342198/",{"type":567,"content":568},"doc",[569,581,591,603,611,619,628,636],{"type":570,"attrs":571,"content":572},"paragraph",{"textAlign":49},[573],{"text":574,"type":575,"marks":576},"Production of the Model S and Model X will cease at the end of Q2 2026, with Tesla to repurpose the floor space at its Fremont production facility for assembly of Optimus, its humanoid robot. This decision marks the end for two of the energy transition’s most iconic vehicles. The Model S was among the first mass produced EVs after it started production in mid-2012, with the Model X following soon after in 2015 with its “falcon wing” doors.","text",[577],{"type":578,"attrs":579},"textStyle",{"color":580},"",{"type":582,"attrs":583},"blok",{"id":584,"body":585},"7f392453-3ff4-4706-b34f-9e2494ec1b58",[586],{"id":587,"_uid":588,"type":589,"component":590,"fixed_height":580,"use_fixed_height":50,"fixed_height_mobile":580,"fixed_height_tablet":580},"27514804","i-2b2d9af9-4e42-4d4f-823b-7ab291ad316c","visualisation","ContentFlourish",{"type":592,"attrs":593,"content":595},"heading",{"level":594,"textAlign":49},1,[596],{"text":597,"type":575,"marks":598},"Model S and Model X sales fall as consumer choice increases",[599,601],{"type":578,"attrs":600},{"color":580},{"type":602},"bold",{"type":570,"attrs":604,"content":605},{"textAlign":49},[606],{"text":607,"type":575,"marks":608},"Compared to 2018, sales of the two models were down 75% in 2025 and their combined share of Tesla’s total sales fell to just 2%. This decline in sales is a product of an increasing number of available EV models and a greater focus on affordability as EVs sought to break into the mass market. Something neither model was able to achieve due to their premium price point.",[609],{"type":578,"attrs":610},{"color":580},{"type":570,"attrs":612,"content":613},{"textAlign":49},[614],{"text":615,"type":575,"marks":616},"However, their ultimate demise is a result of Tesla’s increasing focus on becoming a technology company through its development of autonomous driving technology and humanoid robots. Tesla has invested in heavily in recent years to develop its Cybercab robotaxi and humanoid robot and is expected to continue to do so this year as Musk describes 2026 as “a very big capex year” as Tesla prepares “for an epic future.”",[617],{"type":578,"attrs":618},{"color":580},{"type":592,"attrs":620,"content":621},{"level":594,"textAlign":49},[622],{"text":623,"type":575,"marks":624},"What is the outlook for humanoid robots?",[625,627],{"type":578,"attrs":626},{"color":580},{"type":602},{"type":570,"attrs":629,"content":630},{"textAlign":49},[631],{"text":632,"type":575,"marks":633},"Tesla first announced Optimus, then known as “Tesla bot”, in August 2021, with a prototype first shown in September 2022. Tesla initially aimed to manufacture 5,000 Optimus units in 2025, a target first reduced to 2,000 units and then abandoned in October 2025 due to challenges with the robot’s hand. Musk has stated an ambitious target of producing up to 1 million units by the end of 2027.",[634],{"type":578,"attrs":635},{"color":580},{"type":570,"attrs":637,"content":638},{"textAlign":49},[639,644,654,659],{"text":640,"type":575,"marks":641},"Humanoid robots are attracting rapidly growing interest as the AI transformation accelerates. Development and testing have so far been concentrated in China; however, industrial trials are now beginning to emerge outside the country. According to Benchmark’s ",[642],{"type":578,"attrs":643},{"color":580},{"text":645,"type":575,"marks":646},"Non Road Mobile Machinery Outlook",[647,652],{"type":648,"attrs":649},"link",{"href":650,"uuid":49,"anchor":49,"target":49,"linktype":651},"https://www.benchmarkminerals.com/ev-and-battery","url",{"type":578,"attrs":653},{"color":580},{"text":655,"type":575,"marks":656},", ",[657],{"type":578,"attrs":658},{"color":580},{"text":660,"type":575},"humanoid robot battery demand is expected to increase by more than 170-fold by 2035, with sales reaching around 3 million units in that year. China is expected to remain the primary driver of this market.","Production of the Model S and Model X will cease at the end of Q2 2026, with Tesla to repurpose the floor space at its Fremont production facility for Optimus, its humanoid robot, assembly. ",[663],{"slug":664,"name":665,"content":666},"george-whitcombe","George Whitcombe",{"job_title":667,"image":668,"bio":670,"linkedin":671,"markets_covered":672},"Analyst - EV",{"filename":669},"https://a.storyblok.com/f/287943243085208/500x500/e5fa44ebf8/george-whitecombe.jpeg","George is an EV Analyst at Rho Motion, working in the EV & Battery research team. He works extensively on global EV sales and production analysis, considering the economic and legislative factors that influence both. He also focuses on the strategy of automotive OEMs in the transition to EVs and feeds that into the team’s view on global vehicle markets. George graduated from the University of Exeter with a First Class Honours degree in Politics, Philosophy and Economics.","https://www.linkedin.com/in/george-whitcombe-2320111b6/","EV and Battery","article","Tesla to discontinue Model S and X as it moves to humanoid robots",[676,679,682,685,688],{"slug":677,"name":678},"ev","EV",{"slug":680,"name":681},"batteries","Batteries",{"slug":683,"name":684},"battery-technology","Battery Technology",{"slug":686,"name":687},"gigafactories","Battery & Gigafactory",{"slug":689,"name":690},"new-energy","New Energy","private",{"id":49,"alt":49,"name":580,"focus":49,"title":49,"source":49,"filename":580,"copyright":49,"fieldtype":693,"meta_data":694},"asset",{},{"id":696,"alt":580,"name":580,"focus":580,"title":580,"source":580,"filename":697,"copyright":580,"fieldtype":693,"meta_data":698,"is_external_url":50},141728962931477,"https://a.storyblok.com/f/287943243085208/4080x2296/ce869e0609/adobestock_1836930130_editorial_use_only.jpeg",{},"Feb 05, 2026","5th February 2026",[],[],1783529622646]