Tesla ends Cybertruck production amid weak sales — SkimNews
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- Tesla will wind down Cybertruck production at Gigafactory Texas around mid-2027, according to CEO Elon Musk, who cited the need to make room for Cybercab manufacturing.
- Cybertruck sales are running at approximately 30,000 units per year—about 12% of Tesla's original 250,000-unit annual target—despite a dedicated production line with over 125,000 units of installed capacity.
- Elon Musk claimed the shutdown frees space for Cybercab, but Gigafactory Texas has more than 10 million square feet and the Cybertruck line operates at only a quarter of its capacity, undermining the rationale.
- S&P Global Mobility data shows Musk’s companies, including SpaceX, bought 1,339 Cybertrucks in Q4 2025—about 19% of U.S. registrations that quarter—suggesting internal purchases propped up otherwise weak demand.
- Tesla introduced a cheaper rear-wheel-drive model in 2025, discontinued it months later, then launched a cheaper dual-motor version and raised prices by $5,000 in August, with no significant impact on sales.
- Electrek estimates Tesla delivered roughly 70,000 Cybertrucks in three years and likely never achieved positive cash flow from the program, given high R&D, tooling, and underutilized supply chain costs.
Why it matters: Tesla loses billions on a high-cost, low-volume vehicle while failing to meet its own sales targets, exposing the risk of betting on radical designs without mass-market appeal. The move signals prioritization of autonomy-driven products like Cybercab over underperforming hardware.
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