深潮TechFlow
深潮TechFlow|Nov 12, 2026 11:42
[Musk: Cybertruck Production to Cease in 8 Months, Production Lines to be Transferred to Cybercab] According to a Bloomberg report on November 12th, Tesla CEO Elon Musk has confirmed the gradual cessation of Cybertruck production, reallocating production lines and manpower at the Texas Gigafactory to two Cybercab robot taxis. This shift has confused many pre-order customers and enthusiasts. On November 9th at X, Musk stated that Cybertruck orders far exceed production capacity, and the company will produce as much as possible before ceasing production in approximately eight months, but will "have to refund deposits to many people." He emphasized that the production halt is not due to Cybertruck losses (claiming previous media reports were incorrect), but rather because the opportunity cost of Cybertruck's complexity far outweighs the incremental value of increasing Cybercab production, making the transfer of existing factory space and employees to Cybercab more efficient. In terms of data, Cybertruck deliveries began at the end of 2023, with pre-orders reaching 1 million units and Musk projecting annual sales of 250,000 units. However, industry estimates suggest cumulative sales were only around 71,000 units. Electrek claims an annual production capacity exceeding 125,000 units, but actual production has only reached approximately 30,000 units per year, and it has repeatedly lowered prices for promotions. SpaceX disclosed in its pre-IPO filings that it purchased $131 million worth of Cybertrucks from Tesla in 2025. Musk did not specify the scope or process for order cancellations, and reports indicate that his statements do not constitute formal refund guidelines.
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