Technology
Tesla shifts solar strategy toward hardware manufacturing and partner network after ending Solar Roof
Following the discontinuation of its glass Solar Roof tiles, Tesla is pivoting toward selling in-house panels and batteries installed primarily by third parties.
The short version
- Tesla has discontinued its Solar Roof tile product and shifted focus toward manufacturing home hardware, including its own 420-watt solar panel and the Powerwall 3 battery.
- The company is increasingly relying on a network of third-party certified installers rather than its own installation crews.
- While Tesla's energy revenue reached $12.8 billion in 2025, growth has been primarily driven by battery storage systems rather than solar deployments.
Key facts
- Tesla discontinued its Solar Roof glass tile product in August 2026, after having installed roughly 3,000 systems in the U.S. by the end of 2022.[Electrek]
- In January 2026, Tesla introduced an internally designed, U.S.-manufactured 420-watt solar panel built at its Gigafactory in Buffalo, New York.[Electrek]
- Tesla reported $12.8 billion in total energy revenue for 2025, representing a 27% year-over-year increase.[Electrek]
- Tesla's network of third-party certified installers expanded to more than 7,000 across over 35 countries.[Electrek]
What remains uncertain
- The precise geographical boundaries and scale of Tesla's remaining direct-service territories for in-house installations are not publicly detailed.[Electrek]