Lucid Motors doubled its electric vehicle output in 2025, producing 18,378 cars and delivering 15,841. That 104% production jump and 55% delivery increase suggest the startup may finally have stabilized operations after a turbulent launch of its Gravity SUV.
The bigger question is whether the company can translate this production success into a sustainable business amid a tougher luxury EV market.
The 2025 figures are Lucid’s best yet. In the fourth quarter alone, the company built 8,412 vehicles, more than it managed in the first six months combined. Lucid also slightly exceeded its own guidance of “around 18,000” vehicles, a positive contrast to the under-delivery that has marked its early years.
However, the gap between reality and the projections Lucid shared when it went public in 2021 is striking. Back then, the startup promised 135,000 vehicles in 2025: 86,000 Gravity SUVs, 42,000 Air sedans, and 7,000 mid-size EVs.
The actual delivery figures are a fraction of that, a discrepancy that continues to challenge investor confidence, even as the vehicles themselves performed well enough to earn Lucid recognition as the best luxury EV brand of 2025, edging past Tesla and Porsche.
Lucid also ended the year with roughly 2,500–2,600 unsold vehicles added to inventory, highlighting that ramping up factory output was only half the battle; finding buyers at current price points remains equally critical.
Much of 2025’s production story centers on the Gravity SUV. Early in its ramp, Lucid faced supply chain bottlenecks, software integration issues, and platform-specific quality problems.
By year’s end, many issues were resolved, and Gravity significantly contributed to Q4 sales. The introduction of a more affordable Gravity Touring trim, priced around $79,900, boosted demand. Meanwhile, the Air sedan continued to sell through promotional efforts, and the Gravity model itself is now widely seen as competitive in the luxury EV segment.
Lucid heads into 2026 with a critical test. The company plans to launch its first model on a new mid-size EV platform, targeting a $50,000 price point. That positions it against the Tesla Model Y and Rivian’s upcoming R2, where volumes are higher but buyers expect more value.
If Lucid can maintain the production efficiency and vehicle refinement that earned it luxury EV accolades, and avoid repeating Gravity’s early missteps, the 2025 output increase could mark the start of a genuine ramp-up. If not, those ambitious SPAC-era projections will continue to cast a long shadow over the company, no matter how capable the Casa Grande factory proves to be.
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