TSLA · News · 20261106N

Cybertruck Production Wind-Down

Tesla, Inc. · 2026-11-06 · Importance 54 · Surprise 74 · In source text

Tesla plans to wind down Cybertruck production at Gigafactory Texas around mid-2027, freeing factory space for increased Cybercab robotaxi production. The shift follows weaker-than-expected Cybertruck demand: reports cite only tens of thousands sold over three years, and one reports U.S. sales of 20,237 in 2025, down 48% from 2024. The Cybertruck is produced only in Texas, where it currently shares capacity with the Model Y and Model Y L; the company has not clarified whether production will move elsewhere or what will happen to outstanding orders. Tesla has targeted initial Cybercab customer deliveries by the end of 2026, although Texas-produced vehicles have so far been allocated to its own robotaxi fleet.

Key facts

• Tesla plans to wind down Cybertruck production at Gigafactory Texas around mid-2027 to make room for increased Cybercab production. source
• Tesla sold 20,237 Cybertrucks in the U.S. in 2025, down 48% from 2024. source
• Tesla executives said in October 2026 that they were targeting initial Cybercab customer deliveries by the end of 2026; vehicles coming off the Texas production line had so far been allocated to Tesla’s own robotaxi fleet. source
• Tesla had said it had over 1 million Cybertruck preorders. source

Impact estimates