Tesla to end Cybertruck production as sales stall at ~10% of plan

Tesla is ending Cybertruck production. CEO Elon Musk announced early Friday that the automaker will “wind down” the electric pickup at Gigafactory Texas around the middle of 2027, about three and a half years after the first deliveries.

Musk says it’s to make room for more Cybercab production. But Giga Texas isn’t short on space. The Cybertruck is short on buyers, and it sells at roughly a tenth of the 250,000 units a year Tesla built its line for.

Here’s Musk’s full post on X:

Tesla will be winding down production of the Cybertruck at Gigafactory Texas around the middle of next year to make room for increased Cybercab production

— Elon Musk (@elonmusk) November 6, 2026

That’s all he said. Nothing yet on how long Tesla will keep selling inventory or what happens to parts and service for existing owners.

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Selling at a tenth of plan

Tesla doesn’t break out Cybertruck deliveries. It lumps them into “Other Models,” along with the Model S, Model X, and now the Semi.

That bucket tells the story anyway. Tesla delivered 8,295 “Other Models” in Q3 2026, down 48% year-over-year and the lowest since Q2 2021. With Model S and Model X production over since April, we estimated that 7,000 to 8,000 of those were Cybertrucks.

That’s a pace of about 30,000 trucks a year. Tesla planned the Cybertruck line for 250,000 units annually, and its latest shareholder letter still lists more than 125,000 units of installed capacity. So the truck is selling at about 12% of plan, and roughly a quarter of what’s actually installed.

The US numbers from Cox Automotive are worse. Cox estimates 3,519 Cybertruck sales in Q1 2026 and 3,744 in Q2, down from 14,416 in Q3 2024.

And not all of those were real customers. S&P Global Mobility data showed SpaceX bought 1,279 Cybertrucks in Q4 2025, and Musk’s companies took 1,339 in total, about 19% of US registrations that quarter. If it wasn’t for Musk’s self-dealing, the Cybertruck would probably be dead already.

Tesla tried to fix demand. It launched a cheaper rear-wheel-drive version in 2025 and pulled it months later, then brought a cheaper dual-motor trim to customers this summer. And then it raised prices by $5,000 in August. The dual-motor now starts at $74,990.

None of it moved the needle.

Giga Texas has plenty of room

The “make room” explanation doesn’t hold up. Giga Texas has more than 10 million square feet of factory floor, by Tesla’s own count, and the Cybertruck line is already running at about a quarter of its installed capacity. Most of it is sitting idle.

The Cybercab also isn’t at a volume where it’s fighting anyone for floor space. Texas had 463 Cybercabs registered as of late October, and Tesla built a separate line for its “unboxed” manufacturing process.

If Tesla needs more Cybercab capacity down the road, it has the space. What it doesn’t want is to keep paying for a truck with its own stainless steel body, its own castings, and its own supply chain at 30,000 units a year.

Electrek’s Take

Let’s call this what it is. Tesla isn’t ending the Cybertruck because the Cybercab needs room. It’s ending it because nobody’s buying it at anything close to the volume Tesla planned, and supporting a low-volume vehicle this unique is expensive.

I wouldn’t be surprised if Tesla lost a couple of billions on the Cybertruck experiment. Between R&D, pushing suppliers to produce 250,000 trucks per year, and deploying its own production line capable of 125,000 trucks per year, Tesla has invested billions. And with only ~70,000 trucks delivered in roughly 3 years, it probably never made any positive cash flow from the program.

The Cybercab line gives Musk a forward-looking reason to wrap a product failure in. Tesla did the same thing when it ended Model S and Model X production this year to free up Fremont for Optimus. It’s a lot easier to say “we need room for the future” than “this didn’t sell.”

We’ve said it many times: the Cybertruck is genuinely impressive to drive. Steer-by-wire and rear-wheel steering are real engineering, and nobody else has put them in a production pickup. But Tesla built a 250,000-unit factory for a polarizing $75,000+ truck that can’t be sold in Europe or most right-hand-drive markets. It just cancelled it for Australia and New Zealand two weeks ago. The math was never going to work.

It’s truly a sign of Tesla today. Musk used to talk about having a more traditional electric truck design if Cybertruck fails, but I doubt we will see that. Again, Elon is betting the house on autonomy.

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Source: electrek.co — article syndicated from the publisher’s feed; all rights remain with the original publisher.