Tesla to scale back Cybertruck production from mid-2027 as US sales fall 48% YoY, shifting capacity to Cybercab

Tesla CEO Elon Musk has said the company expects to gradually scale back Cybertruck production at its Gigafactory Texas around mid-2027, redirecting the freed-up production capacity and resources towards the Cybercab robotaxi. The move would support Tesla's longer-term ambitions in autonomous driving.

First unveiled in 2019, the Cybertruck attracted widespread attention with its stainless-steel body and futuristic design. At Tesla's 2023 annual shareholder meeting, Musk suggested that annual production could eventually reach between 250,000 and 500,000 units once production was fully ramped up. However, actual demand has fallen well short of those expectations.

US sales figures show that Tesla sold 20,237 Cybertrucks in 2025, down around 48% from 38,965 units in 2024. The sharp decline has raised questions about the model's production outlook and prompted Tesla to reconsider how much capacity it should devote to the electric pick-up.

Despite the slowdown, Tesla still has a backlog of Cybertruck orders. Musk said the number of outstanding orders exceeds what the production line can fulfil before the planned scale-back. The company intends to add production shifts to work through the backlog, while refunding deposits to some customers whose vehicles cannot be delivered.

The Cybercab, meanwhile, is emerging as a key part of Tesla's next phase. Designed as a two-seat autonomous vehicle, it does away with the conventional steering wheel and pedals and is intended for the robotaxi market.

The planned shift in production at Gigafactory Texas highlights Tesla's changing priorities, with the company looking to move resources away from the Cybertruck and towards autonomous mobility.

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