Musk: Cybertruck to Halt Production in Eight Months, Assembly Lines Switch to Cybercab

According to TechFlow, on November 12, Bloomberg reported that Tesla CEO Elon Musk has confirmed plans to gradually phase out production of the Cybertruck, reallocating the production lines and workforce at Gigafactory Texas to the two-seater Cybercab robotaxi. This strategic shift has left many pre-order customers and automotive enthusiasts bewildered.

On November 9, Musk stated on X that Cybertruck order volumes far exceed production capacity, and the company will manufacture as many units as possible before ceasing production approximately eight months down the line, though it "will have to refund deposits for many orders." He emphasized that the decision to halt production is not because the Cybertruck is unprofitable, dismissing earlier media reports on the matter as inaccurate. Instead, he noted that the opportunity costs driven by the Cybertruck's manufacturing complexity far surpass the incremental benefits of increasing Cybercab output, making the reallocation of the existing factory space and workforce to the Cybercab a more efficient move.

From a data perspective, deliveries for the Cybertruck began in late 2023, with reservation numbers once hitting one million and Musk forecasting annual sales of 250,000 units. However, industry estimates suggest cumulative sales have reached only around 71,000 units. According to Electrek, the vehicle's annual production capacity exceeds 125,000 units, yet actual output remains at roughly 30,000 units annually, prompting multiple price reductions and promotional discounts. Additionally, in regulatory filings prior to its IPO, SpaceX disclosed that it procured $131 million worth of Cybertrucks from Tesla in 2025. Musk has not clarified the eligibility criteria or procedures for order cancellations, and reports note that his remarks do not serve as official guidance for processing refunds.