> At a Glance
> – Lucid built 18,378 EVs in 2025, double its 2024 total
> – Q4 alone produced 8,412 vehicles, topping first-half output
> – 15,841 vehicles delivered in 2025, up 55% year-over-year
> – Why it matters: The ramp sets the stage for Lucid’s $50,000 mid-size model that will challenge Tesla Model Y and Rivian R2
Lucid Motors capped 2025 with record production and deliveries, signaling a rebound from early Gravity SUV stumbles and teeing up a pivotal 2026 launch into the mass market.
Production Rebound
The Arizona plant rolled out 18,378 vehicles last year, with more than half of that cadence arriving in the final six months. December’s push lifted quarterly output to 8,412 units, eclipsing the entire first-half tally.
- Deliveries hit 15,841, a 55% jump over 2024
- Gravity SUV drove the volume surge after early-line headaches
Missed SPAC Targets
The tallies fall far short of the 135,000-vehicle goal Lucid floated in its 2021 SPAC pitch:
| Original 2025 Plan | Revised Reality |
|---|---|
| 86,000 Gravity SUVs | 18,378 total EVs built |
| 42,000 Air sedans | 15,841 total EVs sold |
| 7,000 mid-size EVs | Mid-size still pending |
Pandemic-era supply snags, soft demand, and early-2025 quality hiccups forced the reset.
Quality Woes Acknowledged
Interim CEO Marc Winterhoff emailed customers in December:
> “Lingering software problems have unfortunately affected our customers’ experience and satisfaction. I would like to assure you that we are laser focused on addressing these issues.”
Next Up: Mid-Size Platform
Lucid will start building its $50,000 mid-size model this year, targeting the same turf as Tesla’s Model Y and Rivian’s delayed R2 SUV.
Key Takeaways
- 2025 output doubled, but still 87% below original IPO forecast
- Fourth-quarter momentum shows production stability is improving
- New $50K vehicle will test Lucid’s ability to scale beyond luxury sedans and SUVs
Lucid enters 2026 with stronger factory rhythm and a clearer lane toward higher-volume, lower-priced EVs.
