테슬라 사이버트럭, 2027년 중반 생산 중단
Tesla has decided to phase out production of its underperforming electric pickup truck, the Cybertruck, by mid-2027. CEO Elon Musk plans to redirect the freed-up production lines toward autonomous robotaxis like the Cybercab and the robotics business.
The End of the Cybertruck: A Strategic Pivot to Robotaxis
Tesla is scaling back and phasing out production of its ambitious electric pickup truck, the Cybertruck. During an announcement at the Texas Gigafactory on November 6 (local time), Tesla CEO Elon Musk officially revealed plans to wind down Cybertruck production by mid-2027.
Below-Expectation Performance and Production Line Realignment
Tesla initially set a sales target of 500,000 Cybertrucks annually, but actual sales last year fell drastically short of expectations at just 22,373 units. Due to this sluggish demand, Musk declared "the end of an era" and decided to cut production.
Tesla plans to repurpose the empty pickup truck production lines to build the autonomous Cybercab. This move is seen as a strategic pivot to transform the company's structure around AI and robotics.
Customer Deposit Refunds and Stock Impact
Following the decision to halt production, Tesla decided to refund deposits for a significant number of unfulfilled orders, as it determined that fulfilling remaining orders before closing the production line would be difficult.
Meanwhile, Tesla's stock tumbled significantly following this news and the aftermath of the US midterm elections. On November 7, Tesla shares plummeted by about 11.3% compared to the previous day, reacting sensitively to both political investment outcomes and the Cybertruck production halt.
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