Tesla is winding down Cybertruck production, but Elon Musk insists poor sales aren't the reason

midian182

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Facepalm: Tesla appears to be killing off the Cybertruck, and according to Elon Musk, the reason isn't that almost nobody is buying them. The CEO says production of the EV will start winding down around the middle of next year to make room for something more important: increased Cybercab production.

Musk's explanation is raising plenty of skepticism. The real reason is more likely that the truck just isn't selling anywhere near as well as Tesla or Musk expected.

Electrek writes that Tesla lumps the Cybertruck into the "other models" segment of its sales reports, along with the Model S, Model X, and now the Semi. A total of 8,295 vehicles in this category were delivered in Q3 2026, down 48% year over year. With Model S and Model X production ending in April, Electrek estimates that 7,000 to 8,000 Cybertrucks were delivered during the quarter.

It's certainly not the first time the controversial EV has reportedly sold in very small numbers. With that estimate implying an annual sales pace of around 30,000 trucks, it's a long way off the 250,000 Musk originally expected Tesla to produce each year.

Cox Automotive offers an even lower US estimate: 4,323 Cybertrucks in Q3, bringing the nine-month total to 11,586.

The warning signs have been there for some time. It was reported last year that Cybertruck sales fell to just 4,306 in Q2 2025, down 50.8% from a year earlier. By October, truckloads were arriving at SpaceX and xAI, giving Tesla a convenient outlet for vehicles that ordinary buyers weren't exactly lining up to purchase.

There have been plenty of problems beyond weak demand, too. Buyers have also had to contend with recalls, including an accelerator pedal cover that could become trapped in the interior trim. The Cybertruck has had 11 US safety recalls as of November 6, 2026, including software fixes delivered over the air. The most recent was in April 2026, covering 173 trucks with 18-inch steel wheels because wheel studs could separate from the hubs

Resale values haven't offered much comfort, either. Last year, trade-in depreciation reached 34% after just one year and 6,000 miles. So much for holding its value.

There is one caveat to the apparent cancellation: Reuters notes that Musk hasn't said whether production will move elsewhere or end altogether. However, Texas is currently the only known Tesla facility equipped to manufacture the truck's specialized components.

For now, Musk is betting on the Cybercab, which has no steering wheel or pedals. Tesla began offering paid rides in Austin in September, though questions over federal safety compliance remain a thorn in the company's side.

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Should have happened a long time ago, Zuckerberg also had a hard time letting his vanity project the metaverse go after it lost his company billions.
 
While I agree low sales are part of the reason to wind down Cybertruck production, their sales numbers are actually similar to other EVs in the US market. In the first half of 2026, the #10 best selling EV in the US sold just 7500 units, meaning that’s close to where the Cybertruck ranks: https://cars.usnews.com/cars-trucks/advice/bestselling-evs

Interestingly, TechSpot has failed to report on Tesla’s market share this year after doing so multiple times last year. What’s notable about 2026 is that despite the EV rebate being ended in the US, they still have strong performance and continue to sell over 50% of EV’s in the US market.

Tesla has 12th month of growth in China: https://www.reuters.com/business/me...made-ev-sales-rise-103-yy-october-2026-11-03/
Tesla extends its growth in Europe: https://www.reuters.com/business/te...ge-across-northern-europe-october-2026-11-02/
Tesla US sales in Q3 only down 20% from subsidized peak last year: https://driveteslacanada.ca/news/us-ev-sales-q3-2026-tesla-market-share/
Have to wait for January before investigations can be launched
Multiple investigations were already launched into Musk’s companies under the Biden administration. Absolutely nothing came of them. Anyways, Biden set a precedent with preemptive pardons that would surely be copied for the same reasons Biden issued them. Regardless, this is completely off-topic and has nothing to do with Cybertrucks lol.
 
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