Tesla to end Cybertruck production as sales stall at ~10% of plan — SkimNews
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- Tesla will wind down Cybertruck production at Gigafactory Texas around mid-2027, about 3½ years after first deliveries; Musk says the move will make room for Cybercab, but Tesla has not said how long it will sell inventory or how parts and service will work for owners.
- Cybertruck deliveries are estimated at 7,000–8,000 in Q3 2026 from Tesla’s 8,295 “Other Models,” a bucket down 48% year over year and the lowest since Q2 2021; that pace was roughly 12% of the 250,000-unit annual plan.
- Cox Automotive estimated U.S. Cybertruck sales of 3,519 in Q1 2026 and 3,744 in Q2, down from 14,416 in Q3 2024.
- SpaceX bought 1,279 Cybertrucks in Q4 2025, according to S&P Global Mobility data; Musk’s companies took 1,339 altogether, about 19% of U.S. registrations that quarter.
- Tesla tried a cheaper rear-wheel-drive version in 2025, pulled it months later, added a cheaper dual-motor trim that summer, then raised prices by $5,000 in August; none of the changes moved demand, and the dual-motor starts at $74,990.
- Gigafactory Texas has more than 10 million square feet of factory floor, while the Cybertruck line runs at roughly a quarter of its more-than-125,000-unit installed capacity and most of that capacity sits idle.
- Cybercab had 463 vehicles registered in Texas as of late October, and Tesla built a separate “unboxed” manufacturing line for it.
Why it matters: Tesla’s stated Cybercab-capacity rationale is undercut by more than 10 million square feet of factory floor, a Cybertruck line running at roughly a quarter of installed capacity and only 463 Cybercabs registered in Texas by late October. The 250,000-unit annual plan is being abandoned at an estimated 30,000-unit annual pace, with no disclosed timeline for owner parts and service.
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