Tesla · TechCrunch AI
Musk first unveiled Tesla’s plan to end Model S and Model X production back in January
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Sales of the Tesla Model X and Model S have fallen steadily over the years as the company’s high volume and cheaper entries — the Model 3 and Model Y, took over.
Key facts
- The Model Y clinched its status, helping Tesla widen the gap as the top-selling EV producer globally until China’s BYD took over that top global EV sales spot in 2025 when it delivered 2.26 million
- And those combined figures show S and X sales peaking in 2017 at 101,312 vehicles before declining to 50,850 vehicles (including Cybertruck) in 2025 — a fraction of the 1.63 million vehicles it
- Its efforts to boost sales with cheaper, stripped-down versions of the Model 3 and Model Y that were introduced in October have had a modicum of success, according to first-quarter 2026 figures
- Tesla delivered 358,023 EVs globally in the first three months of the year, about 6% more than the same period in 2025, which also happened to be the company’s worst quarter in years
Summary
It’s been looming for weeks, but now the end is near: a few hundred Tesla Model S and Model X vehicles remain unsold. Musk first announced Tesla’s plan to end Model S and Model X production back in January. In other words, their deaths were inevitable. Musk isn’t filling the void left by the Model X and Model S with a traditional EV; he ditched plans to produce a lower-cost EV that was expected to be priced around $25,000.