By on July 27, 2021

Tesla

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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29 Comments on “Tesla Cybertruck Production Appears Delayed Until 2022...”


  • avatar
    probert

    As EV manufacturers step up, we are seeing that delays are part of the pattern. Rivian is delayed, Ford is not making a ef150 any time soon, and Stellantis mentioned 2004 (and if you can’t trust Stellantis, who can you trust) – So industrialization takes time when you’re not just churning out endless iterations of the same thing. By this time next year, it will all be humming along, and we will be talking about gigs India, or France, or ….

  • avatar
    thalter

    Everyone is misunderstanding the Cybertruck. I would guess that the number of people cross-shopping the F-150 Lightning and Cybertruck is small. The former is an electric pickup, while the other is a wildly styled Tesla EV that just happens to have a bed instead of a trunk.

    Ford is chasing traditional truck buyers who are on the fence about getting an EV, while Tesla is going after traditional EV buyers who are on the fence about getting a truck.

    • 0 avatar
      Syke

      I’ve got a feeling a lot of this misunderstanding is due to, pictures be damned, most people aren’t even sure what kind of vehicle the Cybertruck is going to be. Specifications nonwithstanding, you look at the pictures of that thing and get the feeling it’s going to be the size of an H1 Hummer – or larger. I have a feeling that when people actually get to stand near a Cybertruck in the metal, they’e going to be surprised that it’s a bit smaller than they were expecting. And, just how much of a truck is it going to be? Tesla already has the track record of turning out something that isn’t a four-door sedan and making it just a bit, er, different from the competition.

    • 0 avatar
      mcs

      I’d argue that the cybertruck is more of a work vehicle than the F150. It’s built much stronger and will take a greater beating than an f150.

      • 0 avatar
        CoastieLenn

        @mcs: Exactly how do you know what either is capable of? Tesla isn’t exactly known for their build quality either. Just because it looks like a steel I beam on wheels doesn’t mean it will be any better or worse than anything else. Exactly 0 of either have ever actually been tested. If going purely off marketing and concept presentation/ press releases, at least the Ford did exactly as it was supposed to do… unlike Elon’s “shatter proof windows” which bit him right in the arse in spectacular fashion.

        Way to early to speculate on either.

        • 0 avatar
          mcs

          “Just because it looks like a steel I beam on wheels doesn’t mean it will be any better or worse than anything else.”

          Not true. Looking at the material it’s made of and the structure and design of it, it’s easy to see how strong it will be. The design is right out structural design 101. The panels are 3mm thick steel arranged in a trapezoid. Compare that to other pickups panel thicknesses. The people working on starship were involved as well from what I understand. Steel Dynamics is the company producing the steel and they know what they are doing. There’s a huge plant going up to produce the steel as well. By the way, in that demo, those balls would have gone right through the window rather than just crack it.

          • 0 avatar
            CoastieLenn

            And you may be right… but the truck hasn’t reached production. The costs involved in mass-manufacturing a 3mm thick steel vehicle would undoubtedly be astronomical compared to the conventional normal ~.7mm thickness in just about any other vehicle. I have been wrong before, but some of the things they’re touting for this truck’s features and capabilities are just too far fetched for either a) high(ish) volume production, or b) any semblance of a competitive price point with other players in the segment once they go BEV.

          • 0 avatar
            redapple

            Coastie

            The Cybertruck will use stainless steel exoskel.
            Stainless is not easy to metal form. At 3mm?. Whoa!

            PS- Cybertruck exoskel is about 2.5 times thicker than standard cars.

          • 0 avatar
            Imagefont

            mcs
            For shame. You know very well they aren’t going to build a truck out of 3mm thick stainless steel, that is straight up nonsense. The frame, sure. The body panels? Oh hell no.

          • 0 avatar
            DenverMike

            How strong does it need to be? In a crash it needs to crumple just the same. The wet noodle frame in normal pickups is part of the suspension. And extra articulation. Flex is a good thing, up to a point of course.

            If you’re talking dent resistance, OK then.

  • avatar
    carcomment

    Can you precisely explain the linkage between a manufacturing scale up delay and market flop? Because in my experience there is none or is this just more click bait? You are the managing editor-is that why you can write such nonsense with zero facts in a non op-Ed? And repeating it over and over doesn’t make a prediction based on feelings more possible.

    Arguably, I find the vehicle hideous as I do most vehicles with sharp angles-think Cadillac’s initial cuts at the Art and Science travesties. Tesla has carved out a new class of buyers and whether they will respond in large numbers is yet to be determined. But what this vehicle does do is redefine a pickup truck which hasn’t changed much since the early days. New buyers; new design.

    In the meantime, when you pontificate, please share your track record. Breathlessly waiting to say I told you so…the mark of high quality journalist.

    • 0 avatar
      CoastieLenn

      He said TWICE in the article that their opinion doesnt mean it will be a flop, I think in other writings it was largely boiled down to “flop” because of styling and utility/functionality confusion.

  • avatar
    mcs

    I think the biggest bottleneck is 4680 cell production. They’re still working on mass production-related issues. There’s a lot of great battery tech that’s been developed by Tesla, Toyota, and others. They’re all finding that the tough part is getting it into volume production.

  • avatar
    SCE to AUX

    “industrialization of Cybertruck”

    That’s a curious phrase, and I’m not convinced it’s just about manufacturing. Almost seems like it’s being redesigned.

    No surprise, really. It does give a little more lead to others who can launch sooner.

  • avatar
    jmo

    When do we get a post about Tesla’s blowout quarterly earnings report? TTAC evinces no bias so I’m sure it will be forthcoming.

    • 0 avatar
      SCE to AUX

      Because everyone knows TSLA lies about everything. They haven’t really built that many cars, and they don’t really have that many buyers. The cars they build get pushed straight into the ocean because they’re useless junk. And their *real* profits come from carbon credits – just wait ’til that ends!

  • avatar
    indi500fan

    I thought the Texas factory was for the truck but now I see it’s going to start with the Y. I figured out why they are switching to these gigantic aluminum die castings for the chassis, as any fender bender will total the thing out providing salvage battery packs for the older Teslas still on the road.

  • avatar
    sckid213

    I think the Hummer EV truck is Cybertruck’s closest competitor. I wonder how many GM will sell before Cybertruck production starts. Each one will be one potential Cybertruck sale lost.

    Agree with the other commenters that Ford Lightning is intended for a more traditional truck buyer.

  • avatar
    KOKing

    I dunno how delayed Rivian is now, but I’ve now seen the same (traditional, not automotive) camo’d R1T twice in the past week. Cybertruck delays ultimately won’t matter since the fanbois will wait for it even if it’s delayed indefinitely.

  • avatar
    JaySeis

    Frankly my dear, you can sharpen razor blades under the roof.

  • avatar
    Lockdown

    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.

  • avatar
    stuki

    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.

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