The actual delivery volume of Cybertruck in 2024 will be only 35,000 to 50,000 units, which is far from Musk's goal of becoming a significant contributor to cash flow within the 18 months predicted in 2023.
According to the latest foreign media reports, it has been more than a year since Tesla Cybertruck was delivered, and its delivery volume may have exceeded 40,000 units.According to data from relevant agencies, among Tesla's sales in the U.S. market in 2024, three models have entered the top five U.S. electric vehicle sales list, of which Cybertruck ranks fifth with 38,965 vehicles delivered.However, although Cybertruck only started delivery on November 30, 2023, and there was only one month's delivery time that year, Tesla still prepared a certain amount of inventory, bringing the delivery volume that year to a certain scale.
Cybertruck's performance fell short of expectations
As mass production time extends, Tesla Cybertruck's production is gradually increasing.In April 2024, its weekly production has exceeded 1000 vehicles.Based on this calculation, Tesla has produced nearly 3000 Cybertrucks since the beginning of 2025, most of which may have been delivered.This means that there is a high probability that Cybertruck's cumulative delivery volume has exceeded 40,000 units.In addition, 38,965 vehicles represent only Cybertruck's delivery volume in the U.S. market. If the portion delivered in Mexico is added, its global delivery volume will be even higher.
Despite this, Tesla Cybertruck's market performance did not meet expectations.Tesla had planned to produce 250,000 electric pickup trucks a year at its superplant in Austin, Texas, and expected to increase production capacity to 500,000 vehicles a year.However, the actual delivery volume of Cybertruck in 2024 will be only 35,000 to 50,000 units, which is far from Musk's goal of becoming a significant cash flow contributor within the 18-month forecast in 2023.In addition, Tesla is also facing the problem of inventory backlog and has to clear inventory through price reduction promotions.
Market analysts pointed out that market demand for Cybertruck was lower than expected, in part because the price of its production version was higher and its cruising range was reduced compared to the original version.In addition, Tesla adjusted the production line of the Austin Superfactory in the fourth quarter of 2024, relocating some Cybertruck team employees to the Model Y production line.This adjustment reflects Tesla's concerns about Cybertruck's market performance and its emphasis on the Model Y, the main model.
Although Cybertruck ranks fifth in the U.S. electric vehicle sales list in 2024, its actual deliveries are far lower than bookings, indicating uncertainty in market demand.Analysts believe Tesla needs to develop a smaller, more compact and lower-cost version of Cybertruck to meet consumer demand for low-cost electric pickup trucks.In addition, Tesla also plans to launch Cybertruck in the China market, but its market prospects in China remain unclear.
Cybertruck has started implementing discount promotions
On January 17, Tesla's U.S. official website showed that consumers who purchased the new Cybertruck could receive a discount of up to US$1,600 (approximately RMB 11,743). In addition, Tesla also offers a small number of Cybertruck exhibition cars with a driving range of only a few hundred miles, with a discount of US$2,600 (approximately RMB 19,082).This promotion strategy aims to stimulate market demand and improve sales performance through price discounts.
Although Tesla did not separately release Cybertruck sales data, Tesla sold a total of 85,000 "other models" in 2024, including Cybertruck, Model X and Model S.Tesla claims Cybertruck has achieved profitability and its sales have surpassed competitors Ford F-150 Lightning and others.However, Tesla experienced its first annual sales decline in 2024, with annual deliveries of approximately 1.79 million vehicles, down approximately 1% from 2023.This indicates that Tesla's overall market performance is facing certain challenges, and Cybertruck's sales difficulties may be one of the important factors in its overall sales decline.
From the perspective of market competition, Cybertruck's sales dilemma may stem from many factors.On the one hand, although its unique "Cyberpunk" style has attracted some consumers who pursue individuality, it has certain limitations in its acceptance in the mass market.On the other hand, Cybertruck's high pricing and multiple recalls have called its value for money into question.In addition, Tesla failed to continue to tap demand in terms of marketing and failed to effectively expand multiple user groups.
