Tesla will stop production of the Model S and Model X
- The American carmaker of battery electric cars Tesla has seen a decline in its global sales for two years, falling from 1.81 million units in 2023 to 1.79 million in 2024 and 1.64 million in 2025, while at the same time, its Chinese competitor BYD has gone from 3.02 million sales in 2023 to 4.27 million in 2024 and 4.6 million in 2025.
- While in 2025 BYD was marketing more than twenty different models worldwide, Tesla was only marketing four, not including the large Cybertruck pickup which is distributed confidentially.
- The revival of Tesla sales should have involved the regular renewal of its four models and the expansion of the range with one or two entry-level models , for example in the C segment and/or in the B segment, espiecially for the European market.
- However, not only has the model lineup not been renewed and will not be (we've only seen facelifts of the Model 3 and Model Y, which originated in 2018 and 2019 respectively), but the carmaker has decided to discontinue its two high-end models, the Model S and Model X, before next summer. These models date back to 2012 and 2015 respectively. Furthermore, expanding the range downwards no longer seems to be on the agenda.
- Under these conditions, even if the carmaker is considering lowering the list price of its Model 3 and Model Y to try to support their sales, it is clear that Tesla can only decline in the coming years, faced with the Chinese onslaught which will offer more and more models of all sizes, modern, attractive and competitive in terms of price.