Tesla is planning a model offensive: New variants or completely new models?

Tesla is planning a model offensive: New variants or completely new models?

Tesla plans to launch stripped-down versions of the Model Y and Model 3, according to industry insiders. This decision follows the publication of the Q1 annual report, in which Tesla announced declining sales and business figures. The planned models are intended to represent an advanced model offensive in which aspects of both the next-generation platform and the current platforms are to be used.

Experts are speculating as to whether the new models will be completely new vehicles or variants of existing Teslas. There is a higher probability that Tesla will bring existing models onto the market with new features. This move would allow the company to introduce new models more quickly but achieve lower cost savings than expected. Originally, new Tesla models on the next-generation platform were planned for the second half of 2025, which promised significant cost advantages.

It is unclear whether the announced compact model, often referred to as “Model 2,” will also be based on the new platform. According to rumors, the development of the compact model with steering wheel and pedals may have been stopped in order to concentrate more on the robotaxi. Tesla CEO Elon Musk recently entered into a licensing agreement with Baidu in China that gives Tesla access to maps in China. This suggests that Tesla is continuing to expand its robotaxi program.

Despite Tesla's efforts to offer more affordable models, questions remain about the extent to which the Model Y and Model 3 could be slimmed down. Tesla had previously noted that the cost reduction of the existing vehicle range was reaching its limits. Tesla investors reacted positively to the announcement of the new models, resulting in a rise in stock prices. However, Tesla's long-term trajectory remains uncertain as internal changes and workforce layoffs continue to impact the company.