In its latest delivery report, Tesla revealed that Cybertruck sales have dropped to about 5,000 units per quarter, significantly below the original target of 250,000 units per year. Current data shows that Tesla’s sales pace is now only around 20,000 units annually, indicating a production utilization rate of less than 10%. In comparison, the Ford F-150 Lightning achieved sales of 5,842 units in the second quarter, while General Motors’ electric pickup sales have even surpassed those of the Cybertruck.
Tesla typically does not release sales figures for individual models; instead, it categorizes multiple models together. For instance, the Model 3 and Model Y are grouped into the same category, despite their significantly different market positions. On the other hand, the Model S, Model X, Cybertruck, and Tesla Semi are included in the Other Models statistical category.
According to the latest data, Tesla produced 13,409 units of Other Models in the second quarter of 2025, with actual deliveries reaching 10,394 units. This figure has dropped by more than half compared to the peak in 2024, when Tesla enjoyed robust support from Cybertruck pre-orders.
Through analysis of international market data, the combined sales of the Model S and Model X amount to approximately 5,000 units. This also indicates that the actual delivery volume of the Cybertruck in the second quarter was only around 5,000 units. Notably, this figure is already lower than the sales of Other Models in the first quarter of 2023, when production of the Cybertruck had not yet officially begun.
Despite a 26% drop in year-on-year sales for the Ford F-150 Lightning, it still managed to sell 5,842 units in the second quarter, outperforming the Cybertruck. Meanwhile, General Motors’ Silverado EV, GMC Sierra EV, and Hummer EV series also showed impressive performances, delivering 3,056, 1,524, and 4,508 units respectively, clearly surpassing the Cybertruck.
Tesla initially planned to produce 250,000 units of the Cybertruck at its Texas Gigafactory each year, but currently, its production capacity utilization is below 10%. What’s even more worrying is that Tesla still has about 3,000 units of the Cybertruck in inventory in the U.S., forcing the company to cut production to avoid excess stock.
Most Tesla shareholders originally believed that quarterly sales should reach ten times the current figures, but the current situation indicates that this production line has turned into a poor investment. Tesla may need to actively seek solutions, including considering adjustments to its production strategies or reallocating its capacity. Even though Tesla continues to offer incentives like a $7,500 tax credit to encourage purchases, this has not effectively stimulated a sales rebound, reflecting the intense competition in the electric pickup market, and consumer acceptance of the Cybertruck’s unique design may be lower than expected.
