One of the more popular Tesla rumors that has made its way through the community is the possibility of a refreshed design of the Model S and Model X. The two cars have had very minor cosmetic adjustments since their introduction in 2012 and 2015. While they contribute to Tesla’s quarterly sales and delivery figures, they are, in essence, sentimental vehicles. At least, that is what Tesla CEO Elon Musk said during a 2019 Tesla Earnings call. “To be totally frank, we’re continuing to make them more for sentimental reasons than anything else. They’re really of minor importance to the future,” Musk said.
Which begs the question: Why is Tesla planning a refresh of the two vehicles now, a year and a half after Musk called the S and X “sentimental” cars that had relatively minor importance to the future. While the Tesla community has certainly convinced itself that a newly designed Model S and Model X are on the way, there is the possibility that it isn’t even going to happen.
It all started when Tesla shut down Model S and Model X production lines in late 2020. The catalyst to all the rumors was that the company was upgrading production lines to handle the redesigned vehicles, and Tesla could agree upon the right modifications to make for the new models. It all makes sense of why many people jumped to “They’re refreshing the cars” right away. After all, the Model 3 just had an update of its own, and it was mostly cosmetic.
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However, the S and X have been around for so many years, with the only huge change being the nosecone modification. There have been many software updates and performance upgrades, but those apply to every Tesla vehicle, for the most part, with very few exceptions included.
The Model S and Model X production lines being shut down led to me getting nosy and calling my local showroom. I decided to give them a call because they’re always willing to talk about Tesla, and they’re so knowledgeable that it is nice to have a reasonable conversation with someone who knows what is going on within the community. According to who I spoke to, they received emails stating that the lines were being shut down for efficiency reasons. There was no hint toward a redesign of the Model S and Model X. Of course, Tesla isn’t going to tell the showroom associates and sales advisors this. It’s obviously going to stay among the company’s executives.
But if we dig into the efficiency of the Model S and Model X lines at Fremont, it makes a lot of sense. The Model S and Model X only accounted for 18,920 of the over 180,000 vehicles that Tesla delivered in Q4 2020. The car was only delivered 57,039 times for the full year, while Tesla delivered just shy of half a million cars in total.
Tesla Model S and Model X are disappearing from showrooms, further hinting at coming ‘refresh’
Does it make sense to have two production lines dedicated to cars making up only around 12-13% of the total output at Fremont? Could these lines be consolidated into one, with the other line being converted to a 3/Y line? This would alleviate some of the supply constraints that Tesla has with Model 3 and Model Y production. It could enable faster deliveries as demand climbs, and it could enable Tesla to be more efficient in its production of the S and X moving forward.
Musk has been a huge proponent of increasing manufacturing and production efficiency. It makes a lot of sense to me that Tesla would consider shutting down S/X lines to upgrade one line to a 3/Y line; the demand for S/X just isn’t great enough to dedicate two lines to the operation. 3/Y production is much more important.
This is all speculation, and while I do think that Tesla will upgrade and update the S and X in some ways, I don’t see how they can make major changes, especially since the company has already announced and shown the Model S Plaid, which is set to begin deliveries later this year. If Tesla were to refresh the S, there would be a major cause for concern for those who already ordered the Plaid S because it would likely mean a new vehicle would be on its way that would look entirely different than the current Plaid Model S.
It just seems like IF Tesla is going to refresh the S, they will widen the body style as the Plaid Model S has influenced. It will likely not have the rear diffuser or the spoiler. It may just be a wider body style.
Tesla Model S “Refresh” spotted with Plaid-style widebody and new wheels near HQ
Of course, Tesla will also likely implement the 4680 battery cells in the cars, which would revamp the battery pack with more life, power, and longevity. That is if Tesla has the supply for it because the company is still very early on in its battery manufacturing efforts at Kato Road. It is not unlikely that the S and X could be the first cars to use Tesla’s structural battery pack to increase safety and rigidity. Once again, these are all speculation and only thoughts that make sense.
Of course, there is always the possibility that Tesla could be attempting to rebirth the S/X with a complete revamp of its design and infrastructure. It could lead to a less expensive cost. Tesla having 4 vehicles that are mass-market instead of 2 could bring Tesla closer to price parity, increasing the growth of the EV sector. How they will do this, it likely depends on the batteries, which make up so much of the vehicle’s cost. However, the cars will likely need some kind of cosmetic update as well to appeal to customers moving forward. The 3 and Y seem to be more widely accepted, not only because of price but because of look.
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News
Tesla officially begins sunset of Model S and Model X
In the latest move to show Tesla is planning to eliminate the Model S and Model X from production, the company’s Korean arm has officially set a firm cutoff date of March 31, 2026, for new orders of both models.
Tesla has officially started its process of sunsetting the Model S and Model X just months after the company confirmed it would stop producing the two flagship vehicles in 2026.
This step marks the end of an era for the vehicles that helped establish not only Tesla’s prowess as an automaker but also its status as a disruptor in the entire car industry. While these two cars have done a tremendous amount for Tesla, the signal that it is time to wind down their production has evidently arrived.
In the latest move to show Tesla is planning to eliminate the Model S and Model X from production, the company’s Korean arm has officially set a firm cutoff date of March 31, 2026, for new orders of both models.
This is the first time Tesla has announced a hard global deadline for the Model S and X, as after that date, only existing inventory will be available in South Korea.
The move to bring closure to the Model S and Model X aligns with CEO Elon Musk’s plans for Tesla moving forward. During the Q4 2025 Earnings Call in January, Musk said the two cars deserved an “honorable discharge” for what they have done for the company.
The long-running programs are primarily being removed so that manufacturing lines can be repurposed for high-volume manufacturing of the Optimus humanoid robot. Tesla is targeting a production rate of up to one million units each year.
The Model S and Model X being removed from Tesla’s plans is a tough choice, but it was one that was written on the wall. Sales of these premium models have declined sharply in recent years, and even with Plaid configurations that are performance-forward, the company still has had trouble getting them sold.
In 2025, the Model S and Model X together accounted for roughly 3 percent of Tesla’s global deliveries, down significantly from prior periods as competition intensified in the luxury EV segment and buyers shifted toward more affordable options like the Model 3 and Model Y.
The Model S saw sales drop over 50 percent year-over-year in some quarters, while the Model X faced similar pressures from rivals, including the Rivian R1S and BMW iX.
Despite their dwindling volume, the Model S and Model X remain technological showcases. The Plaid variants deliver blistering acceleration, advanced Full Self-Driving capability, and luxurious interiors.
The phase-out paves the way for Tesla’s strategic pivot toward autonomy, robotics, and higher-volume vehicles.
Tesla brings closure to flagship ‘sentimental’ models, Musk confirms
Fremont will continue producing the refreshed Model 3 and Model Y, ensuring the factory remains a key automotive hub while expanding into robotics. Tesla has stated that the shift is not expected to result in job losses and could increase headcount as Optimus production ramps up.
For Tesla fans, the sunset represents a bittersweet moment. The Model S, introduced in 2012, proved EVs could compete with luxury sedans, while the Falcon-wing-door Model X set new standards for family haulers. Owners can expect continued software support and service for years to come.
Many fans have pushed for the Model X to hang around due to its appeal for families.
With the two cars heading out, Tesla’s priority now becomes its future products, especially that of the Optimus robot, which is the main reason for the S/X platform’s conclusion.
News
Tesla shows off mysterious vehicle at Giga Texas
The mysterious structure, partially unboxed amid construction materials, has sparked widespread speculation among Tesla enthusiasts and analysts. Many are convinced it is the long-rumored Model Y L, the extended-wheelbase variant already popular in China, now arriving in Texas for potential U.S. production.
Tesla seemingly showed off a mysterious vehicle at Giga Texas, one that seems to be completely different than anything the company currently makes for the U.S. market.
The vehicle, which was spotted on the plant’s property, appears to be similar to the Model Y L that has not yet launched in North America, and is currently built at Gigafactory Shanghai in China.
Drone pilot Joe Tegtmeyer captured intriguing footage at Tesla’s Giga Texas on March 23, 2026, revealing what appears to be a large, blue plastic-wrapped vehicle body resting inside a wooden shipping crate outdoors.
Well this is interesting at Giga Texas today … what do YOU think this is? 🤔😎 pic.twitter.com/U9pLvqbf7L
— Joe Tegtmeyer 🚀 🤠🛸😎 (@JoeTegtmeyer) March 23, 2026
The mysterious structure, partially unboxed amid construction materials, has sparked widespread speculation among Tesla enthusiasts and analysts. Many are convinced it is the long-rumored Model Y L, the extended-wheelbase variant already popular in China, now arriving in Texas for potential U.S. production.
The images show an elongated silhouette that stands out from standard Model Y bodies. Side-by-side comparisons shared in replies to Tegtmeyer’s post highlight key differences: the rear door extends farther over the wheel arch than on a regular Model Y, and the rear glass appears to run all the way to the spoiler lip without the metal trim seen on shorter versions.
One overlay analysis noted that the visible proportions align precisely with the Chinese-market Model Y L, which measures approximately 4.98 meters long with a 3.04-meter wheelbase, which is about seven inches longer overall than the standard Model Y sold in the U.S.
Model Y L, with a support structure on top, likely for shipping. pic.twitter.com/ET3w46DjpJ
— Owen Sparks (@OwenSparks) March 23, 2026
The vehicle is a bare “body-in-white” shell, typical of prototypes sent abroad for tooling validation and local manufacturing ramp-up. Tesla has already launched the six- and seven-seat Model Y L in China and other markets, where it offers roughly 10% more cargo space and greater family-friendly versatility.
This sighting fits Tesla’s broader strategy. Industry observers expect the company to localize Model Y L production at Giga Texas by mid-2026 to serve American families seeking extra room without stepping up to the larger Cybertruck or a future full-size SUV.
Bringing the design stateside could add tens of thousands of annual deliveries while leveraging existing Model Y lines. People have been adamant that they want the Model Y L in the U.S., especially as Tesla plans to fade the Model X, the company’s most ideal vehicle for large families, out of production in the near future.
Tesla Model Y lineup expansion signals an uncomfortable reality for consumers
While Tesla has made no official comment, the timing, amid Giga Texas expansion and steady Model Y output, suggests the mysterious crate is more than a random prototype.
If confirmed as the Model Y L, it marks another step in Tesla’s effort to refresh its bestselling SUV for global demand. The vehicle would perform exceptionally well in the U.S., and despite the company’s rather mute stance on bringing it to America, this might be the biggest hint to date that it could be on the way.
Cybertruck
Tesla Cybertruck just won a rare and elusive crash safety honor
Only the most outstanding of performances in crash tests can warrant an IIHS Top Safety Pick+ award, as vehicles listed with that ranking must achieve “Good” ratings in the small overlap front, updated side, and updated moderate overlap front tests, along with “Acceptable” or “Good” headlights standard on all trims.
Tesla Cybertruck landed a rare and elusive safety honor from the Insurance Institute for Highway Safety (IIHS). It was the only pickup truck in the U.S. market to do so.
The IIHS rewarded the Cybertruck with the Top Safety Pick+ honors, the highest marks a vehicle can receive from the agency.
Only the most outstanding of performances in crash tests can warrant an IIHS Top Safety Pick+ award, as vehicles listed with that ranking must achieve “Good” ratings in the small overlap front, updated side, and updated moderate overlap front tests, along with “Acceptable” or “Good” headlights standard on all trims.
🚨 Absolutely insane.
Tesla Cybertruck was the ONLY pickup on the market to be awarded a Top Safety Pick+ rating by the IIHS
The safest rating out there belongs to Cybertruck 📐 pic.twitter.com/Y8gLOqaL0d
— TESLARATI (@Teslarati) March 24, 2026
Cybertruck was the only truck to also win an NHTSA Five-Star Safety rating, making it the only pickup available on the market to be recognized with top marks from both agencies.
There are a multitude of options for pickups in the U.S. market, as it is one of the most popular vehicle types for consumers in the country. Pickups are great vehicles for anyone who does any sort of hauling or is just looking for extra space for any variety of reasons.
Pickups are also inherently safer than other body types on the road, mostly because they are larger and heavier, making them more favorable against other vehicle types in the event of a collision. However, Tesla has a significant advantage in safety with its vehicles because it engineers them to not only be safer in collisions, but also easier to repair.
The Cybertruck managed to achieve “Good” ratings, the highest marks available by the IIHS, in all three Crashworthiness categories, as well as “Good” ratings in both Crash Avoidance and Mitigation assessments.
It also received “Good” ratings across all driver and pedestrian crash-test performance metrics, except for one, where it earned an “Acceptable” rating for rear passengers in the Chest category.
The Cybertruck’s outstanding crash test performance has won it this incredible mark as the pickup still tends to be one of the more polarizing vehicle designs on the market.
It is no secret that Tesla has struggled with demand of the Cybertruck due to pricing, but the recent rollout of a trim that was temporarily priced at just $59,990 showed plenty of people want the all-electric pickup.
Tesla officially begins sunset of Model S and Model X
Tesla shows off mysterious vehicle at Giga Texas
Tesla Cybertruck just won a rare and elusive crash safety honor
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