Tesla hentikan produksi Model S dan Model X untuk produksi robot

Pereviu otomotif Doug DeMuro menobatkan Tesla Model S 2012 sebagai mobil terpenting dalam 30 tahun terakhir karena merevolusi kendaraan listrik. Tesla berencana menghentikan produksi Model S dan Model X untuk mengalihkan ruang pabrik ke robot Optimus-nya. Perubahan ini datang saat model baru seperti Model 3 dan Model Y mendominasi penjualan.

Doug DeMuro, YouTuber otomotif dan penulis terkenal, baru-baru ini menyebut Tesla Model S 2012 sebagai «mobil nomor satu terpenting dalam 30 tahun terakhir». Dalam video YouTube, ia menjelaskan bahwa Model S «membuat Anda berpikir bahwa EV bisa keren, cepat, mewah, dan untuk para penggemar».Diluncurkan dengan pengiriman mulai Juni 2012, Model S hadir ketika kendaraan listrik praktis masih sedikit. Ia memiliki 416 tenaga kuda, jarak tempuh hingga 265 mil, dan akselerasi 0-60 mph dalam sekitar 4,4 detik, membuktikan bahwa EV bisa menyamai atau melampaui mobil mewah tradisional dalam performa dan daya tarik.Model S membantu mengubah persepsi publik terhadap kendaraan listrik, membuka jalan untuk adopsi yang lebih luas. Penerusnya, Model X yang diperkenalkan pada 2015, memperluas jangkauan Tesla dengan fitur SUV premium, berkontribusi pada kesuksesan utama perusahaan.Namun, penjualan Model S menurun. Pada 2025, Tesla menjual 5.889 unit Model S, dibandingkan 192.440 sedan Model 3 dan 357.528 SUV Model Y, menurut data Kelley Blue Book.Tesla menghentikan produksi Model S dan Model X untuk mengalokasikan ruang pabrik untuk memproduksi robot humanoid Optimus. Elon Musk mengumumkan langkah ini sebagai fokus strategis pada robotika.Model S 2026, dengan harga mulai $94.990, menawarkan jarak tempuh 410 mil, 670 tenaga kuda, dan 0-60 mph dalam 3,1 detik. Varian Plaid seharga $109.990 memberikan jarak tempuh 309 mil dan akselerasi ke 60 mph dalam 1,99 detik, tetap mempertahankan performa kuat meskipun produksi akan dihentikan.

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Tesla Fremont factory transitioning production from Model S and X vehicles to Optimus humanoid robots.
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Tesla to End Model S and X Production by June 2026, Repurposing Fremont Lines for 1M Optimus Robots and Cybercab Amid Sales Slump

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Tesla announced in its Q4 2025 earnings call that it will cease production of flagship Model S (2012) and Model X (2015) by end-June 2026, redirecting low-utilization Fremont factory capacity to produce up to 1 million Optimus humanoid robots annually and Cybercab autonomous taxis starting H1 2026. CEO Elon Musk termed it an 'honorable discharge' for the legacy models, which saw ~30,000 deliveries in 2025 (~2% of total), signaling a pivot to AI, robotics, and full autonomy amid the company's first annual revenue decline and EV competition.

Tesla CEO Elon Musk announced during a January 28 earnings call that the company will halt production of the Model S and Model X vehicles this spring. The decision aims to shift focus toward autonomous vehicles and artificial intelligence initiatives. Despite being the lowest-selling Tesla models in 2025, the vehicles still outperformed several competitors.

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Tesla has announced the end of production for its Model S and Model X vehicles, redirecting resources at its Fremont factory toward manufacturing the Optimus humanoid robot. CEO Elon Musk stated that production will cease by the end of the current financial quarter. This shift underscores the company's move into robotics and artificial intelligence.

The Tesla Model S has profoundly influenced the car sector by accelerating the shift to electric vehicles. Its success compelled traditional automakers to join the electric vehicle race initiated by Elon Musk. The model is set to be remembered in history for quickly transforming the industry.

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Tesla reported its first annual revenue decline in 2025, with vehicle deliveries falling 8.6% to 1.64 million units. The company announced a shift away from traditional cars toward artificial intelligence, robotics, and autonomous vehicles during its fourth-quarter earnings call. CEO Elon Musk emphasized ambitious goals for humanoid robots and robotaxis, even as Wall Street analysts remain divided on the strategy.

Following the recent halt of Model S and X production to boost the Optimus robot, Tesla faces regulatory hurdles, a key Cybercab leadership departure, and competition from BYD, now the top EV seller. Disputes over Autopilot and Full Self-Driving persist amid zero reported autonomous test miles in California for 2025.

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Tesla reported producing 408,386 electric vehicles in the first quarter of 2026, a 12.6 percent increase from the previous year. However, deliveries rose by only 6.3 percent to 358,023 vehicles, leaving about 50,000 more cars in inventory. Energy storage deployments also fell short.

 

 

 

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