Tesla has more Cybertruck orders than it can build before it dismantles the pickup’s production line around June or July next year and will add an extra shift to try to fill them, CEO Elon Musk said on Saturday.
“The Tesla Cybertruck order backlog is currently far more than we can make before dismantling the line for Cybercab expansion around June/July next year,” Musk wrote on X. “We will add an extra shift to try to get all orders done in time.”
The posts add a timeline and a production plan to Musk’s announcement on Friday that Tesla would wind down Cybertruck production at Gigafactory Texas “around the middle of next year to make room for increased Cybercab production.”
Musk did not say how many orders are in the backlog, when the extra shift would start or how many vehicles it would add.
Eight or Nine More Months
In an earlier reply on Saturday, Musk said the truck would stay in production into the second half of 2027.
“We are still building Cybertruck for another 8 or 9 months btw, but then Tesla needs to focus on scaling Cybercab,” he wrote. “There will never be another vehicle like it.”
He was responding to X user Robert Scoble, who said he had been “consoling Tesla Cybertruck fans” and described driving one around Las Vegas as “like driving a space craft.”
Eight or nine months from Saturday points to July or August 2027. Musk’s separate post put the line’s dismantling around June or July.
The Cheapest Version
The backlog claim comes a day after Tesla raised U.S. Cybertruck prices by up to 9% and stopped taking new orders for the cheapest version.
The Premium all-wheel drive rose to $92,490 from $84,990 and the Cyberbeast to $102,490 from $99,990. The Dual Motor all-wheel drive is listed at $82,490, up from $74,990, but cannot be selected for new orders on Tesla’s configurator.
Tesla does not report Cybertruck sales separately. It delivered 8,295 vehicles in its “other models” category in the third quarter, which also includes remaining Model S and Model X inventory, down 48% from a year earlier, and produced 7,004.
Cox Automotive’s Kelley Blue Book estimated U.S. Cybertruck sales at 4,323 in the third quarter, down 19.7% from a year earlier, and 11,586 in the first nine months of the year, down 28%.
Tesla’s third-quarter update listed installed annual capacity in Texas of more than 125,000 Cybertrucks and more than 125,000 Cybercabs.
People, Space and Machinery
In the same reply, Musk gave his most detailed explanation yet for ending the truck.
“The biggest thing most people fail to understand is that there are a very limited number of smart, dedicated people! They can only do so many things,” he wrote.
“If we have to maintain a complex production line, supply chain and allocate engineering for Cybertruck, we can’t use those people or factory space and machinery for scaling Cybercab, which is the vehicle that will PROFOUNDLY transform the world of terrestrial transport!”
Tesla began providing robotaxi rides with Cybercabs in Austin on September 3.
“One month after launch, we’ve scaled to 300+ Cybercabs serving Austin,” its Robotaxi account wrote on October 10. Lars Moravy, Tesla’s VP of Vehicle Engineering, said on the third-quarter call that the company aimed to deliver its first Cybercabs to customers by the end of this year.
The Truck’s Legacy
Musk has framed the wind-down as the end of a one-off. “True, but the Cybertruck fleet will be around for a long time,” he wrote on Friday, replying to a user who said the truck was being discontinued.
He also reposted Cybertruck Lead Engineer Wes Morrill, who wrote that the truck “was an incredible technology development platform and lives on through Cybercab.” Asked by an owner whether the truck would keep long-lasting support, Morrill replied: “Yes, of course! Tesla will maintain spare parts and service will continue support.” He did not give a support period.
Once Cybertruck production ends, the Model 3 and Model Y will be the only Tesla cars built for consumers until the new Roadster arrives. Tesla ended Model S and Model X production earlier this year.
Tesla shares closed 4.2% higher at $358.22 on Friday.
