Updated
Updated · CNBC · Nov 6
Tesla Ends Texas Cybertruck Production by Mid-2027 as U.S. Sales Fell 48%
Updated
Updated · CNBC · Nov 6

Tesla Ends Texas Cybertruck Production by Mid-2027 as U.S. Sales Fell 48%

3 articles · Updated · CNBC · Nov 6

Summary

  • Mid-2027 is Tesla's target to wind down Cybertruck production at its Texas gigafactory, Elon Musk said, freeing capacity for the Cybercab robotaxi built at the same plant.
  • Texas is the Cybertruck's only production site, and Musk did not say whether Tesla will move the pickup to another factory.
  • 20,237 Cybertrucks were sold in the U.S. last year, Cox Automotive estimated, down 48% from 38,965 in 2024 and far below Musk's earlier 250,000-a-year ambition.
  • The pickup's niche appeal was compounded by specs that missed early promises, lagged some gasoline rivals and were followed by quality issues, production problems and several recalls.
  • Late-2023 deliveries made the Cybertruck a short-lived flagship bet, while Tesla now positions the two-seat Cybercab as a more important product for its next phase.

Insights

With Texas production ending, will existing Cybertruck owners face critical shortages for parts and long-term vehicle maintenance?
Does pivoting to the unproven Cybercab signal Tesla's complete retreat from the highly competitive electric pickup market?
Can Tesla's massive Texas gigafactory sustain its profitability relying entirely on the experimental robotaxi and standard Model Y?