Tesla Plans to End Cybertruck Production by Mid-2027 and Refund Outstanding Customer Deposits

Tesla (NASDAQ:TSLA) plans to discontinue production of its Cybertruck electric pickup in approximately eight months, with Chief Executive Officer Elon Musk confirming that the company will redirect manufacturing resources toward its Cybercab autonomous vehicle programme.

In a post on X on Monday, November 9, 2026, Musk said Tesla would seek to produce as many Cybertrucks as possible before shutting down the assembly line, but acknowledged that the company would be unable to fulfil all outstanding orders.

The decision follows an announcement on Friday that Tesla intends to wind down Cybertruck manufacturing at its Texas facility by mid-2027, allowing the company to expand production capacity for its Cybercab robotaxi.

Tesla to Increase Production Before Closing Cybertruck Assembly Line

Musk said the company would attempt to maximise Cybertruck output during the remaining production period, including through an additional manufacturing shift.

However, he indicated that the volume of outstanding orders exceeded the number of vehicles Tesla expects to manufacture before production ends.

“We will try to make as many as possible before shutting down the line in about 8 months, but will have to return deposits for a lot of people,” Musk wrote on X.

The statement indicates that customers whose orders cannot be completed will receive refunds of their deposits.

Tesla has not specified how many outstanding reservations will be affected or provided a detailed schedule for processing refunds.

According to Musk, Cybertruck orders continue to exceed the company’s available production capacity, although the decision to discontinue the vehicle reflects broader manufacturing considerations.

Cybercab Production Takes Priority Over Cybertruck Manufacturing

Tesla intends to dismantle the Cybertruck production line at its Texas factory and redirect the associated resources toward increasing output of the Cybercab.

The Cybercab is a purpose-built autonomous vehicle developed as part of Tesla’s plans to expand into robotaxi services.

Musk said the manufacturing complexity associated with the Cybertruck creates an opportunity cost that exceeds the benefits of continuing production when compared with allocating capacity to additional Cybercab vehicles.

The decision reflects a change in Tesla’s manufacturing priorities, with resources currently dedicated to its electric pickup scheduled to support autonomous vehicle production instead.

The company has not disclosed the precise amount of additional Cybercab capacity expected to result from the transition.

Cybertruck Sales Remain Below Earlier Company Projections

Tesla began delivering the Cybertruck in late 2023 following the vehicle’s introduction as an electric pickup with an unconventional design and manufacturing process.

Although Musk said outstanding orders continued to exceed production capacity, reported sales have remained substantially below his earlier expectations.

According to Kelley Blue Book, US Cybertruck sales declined 48% last year to 20,237 vehicles.

That figure was considerably below Musk’s previous projection that annual Cybertruck sales could eventually reach 250,000 units.

The difference between the earlier sales target and reported deliveries provides context for Tesla’s decision to discontinue the model.

The company’s statements about outstanding orders and production constraints do not establish how many reservations would ultimately have converted into completed purchases.

Production Transition Scheduled for Mid-2027

The Cybertruck production phaseout is expected to take place around mid-2027, approximately eight months after Musk’s November announcement.

Before closing the assembly line, Tesla plans to add a production shift to increase the number of Cybertrucks manufactured and delivered.

Once production ends, the company intends to reallocate the factory’s resources to its Cybercab programme.

The transition will require Tesla to manage outstanding customer reservations, process refunds for orders it cannot fulfil and reorganise manufacturing operations at the Texas facility.

Further details about the final production volume, the number of affected customers and the timetable for Cybercab capacity expansion have not been provided.

Tesla Outlook

Tesla’s planned discontinuation of the Cybertruck marks a shift in the company’s manufacturing strategy toward its autonomous vehicle programme.

The decision comes despite Musk’s statement that Cybertruck orders exceed production capacity, while reported US sales have remained below earlier company projections.

Investors will be monitoring the final Cybertruck production schedule, the scale of customer deposit refunds and the company’s progress in expanding Cybercab manufacturing capacity.

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