← All Technology news

Tesla dismantles Fremont Model S and X assembly line

3 min read

Tesla said it finished removing the original Model S and Model X assembly line at its Fremont factory in 46 days, posting footage of heavy machinery removing trenches, robotic equipment and prepping new flooring. CEO Elon Musk announced the programs' wind-down during the fourth-quarter 2025 earnings call, and the final cars rolled off in early May 2026. Fremont will be converted into a dedicated Optimus humanoid robot production line with limited output targeted for late July or August 2026, a Gen 3 Optimus unveiling around mid 2026, and long-term design capacity up to 1 million robots per year despite an expected slow initial ramp because the robot uses roughly 10,000 unique parts and lacks an established supply chain.

Fremont line being converted for Optimus robot production by mid 2026

The full analysis

19 dimensions on this story β€” world impact, market read, and what happens next.

  • Full ContextLocked
  • Affected SectorsLocked
  • Stock ImpactLocked
  • Economic IndicatorLocked
  • Investor RelevanceLocked
  • Professional RelevanceLocked
  • Watch PointsLocked
  • Probability of ChangeLocked
  • Debate PointsLocked
  • Follow-up QuestionsLocked
  • Pros & ConsLocked
Start your 7-day free trial