Tesla Cybertruck Production Appears Delayed Until 2022

Tim Healey
by Tim Healey
tesla cybertruck production appears delayed until 2022

Comments made by Tesla boss Elon Musk and other company execs on an earnings call seem to suggest that Tesla Cybertruck production may be delayed.

That doesn’t necessarily mean the truck will be a flop, as I’ve predicted, but it’s not great news for Tesla, either.

According to Electrek*, the relevant quote is this one: “We are also making progress on the industrialization of Cybertruck, which is currently planned for Austin production subsequent to Model Y.” It’s relevant because Model Y production is set to begin by the end of 2021.

Furthermore, a chart showing production capacity lists the Cybertruck as “in development.”

*Ed. note — We’ve had our, um, tangles with Electrek before, but other sources, such as TechCrunch, are reporting the same thing.

Lars Moravy, the vice president of vehicle engineering at Tesla, danced around a concrete answer about when Cybertruck production might begin:

“Cybertruck is at a stage where we finished basic engineering of the architecture of the vehicle. With the Cybertruck, we are redefining how a vehicle is being made. As Elon said, it carries much of the structural pack and large casting design of the Model Y being built in Berlin and Austin. Obviously, those take priority over the Cybertruck, but we are moving into the beta phases of Cybertruck later this year and we will be looking to ramp up production at Giga Texas after Model Y is up and running,” he said.

Moravy wouldn’t say that production would begin this year, and he also wouldn’t say it would start in 2022, but it seems reasonable that if the Cybertruck is after the Model Y in queue, production won’t start until 2022.

Again, that doesn’t mean we were right and the truck will be a flop — a production delay doesn’t necessarily mean the truck won’t be an overall success once it’s launched. That said, a delay, or a series of delays, could scare some potential buyers away, or cause impatient customers to cancel reservations.

I can’t yet say I told you so. But it’s trending in that direction.

[Image: Tesla]

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2 of 29 comments
  • Lockdown Lockdown on Jul 28, 2021

    Cybertruck is not aiming for the civilian pickup market. Musk’s goal is not work truck peasants with their limited funds. Cybertruck is aimed for the military defense complex folks who can fill the back of each one with tax dollars. The stainless steel body panels and curved design is to appeal to the defense complex and militaries around the world. The defense market will generate far more money. It will get the ex-Hummer poser willing to drop 100K+ to look tough but that is just the sugar on the defense money cookie.

  • Stuki Stuki on Jul 28, 2021

    Duh! Tesla is a modern, US, company. Hence in the business of selling paper to the coquetry of rank idiots the Fed has transferred near all the wealth productive people built up over the first century and a half past America's founding, to. The occasional vehicle, is just a marketing expense necessary to move that paper. As long as The Fed prints ever more, a less and less important one, since the much cheaper and easier version, pure hype, seem to work equally well.

  • Keith Maybe my market's different. but 4.5k whack. Plus mods like his are just donations for the next owner. I'd consider driving it as a fun but practical yet disposable work/airport car if it was priced right. Some VAG's (yep, even Audis) are capable, long lasting reliable cars despite what the haters preach. I can't lie I've done the same as this guy: I had a decently clean 4 Runner V8 with about the same miles- I put it up for sale around the same price as the lower mile examples. I heard crickets chirp until I dropped the price. Folks just don't want NYC cab miles.
  • Max So GM will be making TESLAS in the future. YEA They really shouldn’t be taking cues from Elon musk. Tesla is just about to be over.
  • Malcolm It's not that commenters attack Tesla, musk has brought it on the company. The delivery of the first semi was half loaded in 70 degree weather hauling potato chips for frito lay. No company underutilizes their loads like this. Musk shouted at the world "look at us". Freightliners e-cascads has been delivering loads for 6-8 months before Tesla delivered one semi. What commenters are asking "What's the actual usable range when in say Leadville when its blowing snow and -20F outside with a full trailer?
  • Funky D I despise Google for a whole host of reasons. So why on earth would I willing spend a large amount of $ on a car that will force Google spyware on me.The only connectivity to the world I will put up with is through my phone, which at least gives me the option of turning it off or disconnecting it from the car should I choose to.No CarPlay, no sale.
  • William I think it's important to understand the factors that made GM as big as it once was and would like to be today. Let's roll back to 1965, or even before that. GM was the biggest of the Big Three. It's main competition was Ford and Chrysler, as well as it's own 5 brands competing with themselves. The import competition was all but non existent. Volkswagen was the most popular imported cars at the time. So GM had its successful 5 brands, and very little competition compared to today's market. GM was big, huge in fact. It was diversified into many other lines of business, from trains to information data processing (EDS). Again GM was huge. But being huge didn't make it better. There are many examples of GM not building the best cars they could, it's no surprise that they were building cars to maximize their profits, not to be the best built cars on the road, the closest brand to achieve that status was Cadillac. Anyone who owned a Cadillac knew it could have been a much higher level of quality than it was. It had a higher level of engineering and design features compared to it's competition. But as my Godfather used to say "how good is good?" Being as good as your competitors, isn't being as good as you could be. So, today GM does not hold 50% of the automotive market as it once did, and because of a multitude of reasons it never will again. No matter how much it improves it's quality, market value and dealer network, based on competition alone it can't have a 50% market share again. It has only 3 of its original 5 brands, and there are too many strong competitors taking pieces of the market share. So that says it's playing in a different game, therfore there's a whole new normal to use as a baseline than before. GM has to continue downsizing to fit into today's market. It can still be big, but in a different game and scale. The new normal will never be the same scale it once was as compared to the now "worlds" automotive industry. Just like how the US railroad industry had to reinvent its self to meet the changing transportation industry, and IBM has had to reinvent its self to play in the ever changing Information Technology industry it finds it's self in. IBM was once the industry leader, now it has to scale it's self down to remain in the industry it created. GM is in the same place that the railroads, IBM and other big companies like AT&T and Standard Oil have found themselves in. It seems like being the industry leader is always followed by having to reinvent it's self to just remain viable. It's part of the business cycle. GM, it's time you accept your fate, not dead, but not huge either.