TL;DR
Lucid Motors built 18,378 electric vehicles in 2025 and delivered 15,841, marking a year-over-year recovery after production and quality problems with its Gravity SUV. The company is preparing to begin volume production of a lower-priced mid-sized EV on a new platform that will compete near the Tesla Model Y and Rivian R2.
What happened
Lucid Motors reported a substantial increase in manufacturing output in 2025, producing 18,378 EVs for the year and shipping 15,841 to customers, a rise of 55% in deliveries from 2024. Production accelerated late in the year: 8,412 vehicles came off the line in the fourth quarter, exceeding output during the factory’s first half-year run. The rebound followed a difficult start to 2025 as Lucid worked to scale its Gravity SUV, encountering production bottlenecks and several quality and software problems that prompted an internal message from interim CEO Marc Winterhoff acknowledging customer frustrations. The company said the stronger finish positions it to begin building the first vehicle on a new mid-sized EV platform in the coming year; that model is planned to be priced at roughly $50,000 and will sit in a market segment alongside the Tesla Model Y and Rivian’s upcoming R2. Lucid’s 2025 results remain far below the ambitious delivery targets it outlined during its 2021 public listing.
Why it matters
- The production and delivery rebound signals operational progress after a challenging ramp for the Gravity SUV.
- Persistent quality and software issues could affect customer satisfaction and brand reputation if not resolved.
- A mid-sized, ~$50,000 model would place Lucid directly against mainstream rivals, testing its ability to scale demand.
- The results highlight the gap between current output and the lofty 2021 public-market projections that the company once set.
Key facts
- Total EVs built in 2025: 18,378 vehicles.
- Fourth-quarter 2025 production: 8,412 vehicles.
- Total deliveries in 2025: 15,841 vehicles, a 55% increase over 2024.
- Lucid’s Q4 output exceeded production at its Casa Grande, Arizona plant during the first half of the year.
- Company cited production, supply and demand challenges and pandemic disruption as factors that undermined earlier targets.
- Interim CEO Marc Winterhoff acknowledged lingering software problems and customer frustration in a message to buyers.
- Lucid plans to start building the first vehicle on a new mid-sized EV platform in the upcoming year.
- That mid-sized model is expected by the company to cost around $50,000 and compete near the Tesla Model Y and Rivian R2.
- When Lucid went public in 2021 it forecast 135,000 vehicle deliveries in 2025 (86,000 Gravity, 42,000 Air, 7,000 mid-sized), targets the company did not meet.
What to watch next
- Whether Lucid can fully resolve the reported software and quality issues and restore customer satisfaction.
- The timeline and ramp rate for the first vehicle on the new mid-sized platform and how quickly it reaches volume production.
- How the ~ $50,000 mid-sized model performs versus competitors like the Tesla Model Y and Rivian R2 in sales and reviews.
Quick glossary
- Delivery (automotive): The transfer of a manufactured vehicle to a customer or retailer; distinct from a vehicle counted as built on the production line.
- EV platform: A vehicle architecture designed specifically for electric powertrains that can underpin multiple models to reduce development costs.
- SPAC (Special Purpose Acquisition Company): A shell company created to raise capital through an IPO with the purpose of acquiring or merging with an existing company, allowing that company to go public.
- SUV: Sport Utility Vehicle, a class of passenger vehicle often characterized by higher ride height and a focus on utility and space.
Reader FAQ
How many vehicles did Lucid build and deliver in 2025?
Lucid built 18,378 vehicles in 2025 and delivered 15,841 to customers.
What caused Lucid’s early 2025 struggles?
The company faced production ramp challenges and quality and software problems with the Gravity SUV, along with broader production, supply and demand issues.
Is Lucid launching a cheaper mid-sized EV?
Yes. Lucid said it will begin building a vehicle on a new mid-sized platform in the coming year and expects that model to cost around $50,000.
Will Lucid hit the delivery targets it set in 2021?
Not confirmed in the source.
Lucid Motors built twice as many electric vehicles in 2025 as it did in the prior year, a sign that the company has bounced back from early production struggles with…
Sources
- Lucid Motors doubled EV output in 2025 after early Gravity SUV struggles
- Lucid's Lower-Cost Gravity Touring Pushes Toward …
- Lucid Plans To Double EV Production This Year
- It's Always Darkest Before the Light…
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