# Lucid Doubles 2025 EV Production Despite Gravity SUV Launch Woes
Lucid Motors has achieved a remarkable turnaround in 2025, doubling its electric vehicle production to 18,378 units despite significant early challenges with the Gravity SUV launch. The company announced these figures on Monday, highlighting a strong fourth-quarter surge that saw production hit 8,412 vehicles—more than the first half of the year combined—while deliveries reached 15,841, marking a 55% increase from 2024.[1][2][3][6]
Record-Breaking Production and Delivery Surge in Q4 2025
Lucid's EV production doubled in 2025, representing a 104% increase over 2024, with the fourth quarter alone contributing 8,412 vehicles, up 116% from Q3 and 148% from Q4 2024.[1][2][3] Deliveries for the year totaled 15,841 units, a 55% year-over-year rise, with Q4 deliveries at 5,345—73% higher than the prior year's Q4.[3] This performance exceeded lowered expectations after a slow start, as the company produced 9,966 vehicles in the first nine months and needed over 8,000 more to meet its revised 18,000-20,000 target.[3]
The growth underscores Lucid's resilience amid industry-wide supply chain disruptions, with manufacturing at facilities in Arizona and Saudi Arabia focusing on the Lucid Air sedan and Gravity SUV.[2] Interim CEO Marc Winterhoff acknowledged customer frustrations with Gravity quality issues in a December email, but the Q4 ramp-up signals operational improvements.[1]
Gravity SUV Launch Challenges and Path to Recovery
Early 2025 proved tough for the Gravity SUV, with production and quality hurdles delaying ramps and contributing to the year's initial struggles.[1][3] Despite these woes, Lucid built more vehicles in the second half than the first, bouncing back to achieve its strongest annual output since launching luxury electric sedans.[1][2]
The company fell far short of its ambitious 2021 public projections of 135,000 deliveries—including 86,000 Gravity SUVs—but recent momentum, including a 45.86% revenue increase over the last 12 months, points to stabilization.[1][2] Additional initiatives like the Lucid Recharged certified pre-owned program for low-mileage vehicles and the Gravity Touring SUV starting at $79,900 bolster its lineup ahead of the Los Angeles Auto Show.[2]
Future Outlook: Mid-Sized EVs and Expanded Markets
Looking ahead, Lucid is poised for growth with production starting on its new mid-sized EV platform in 2026, targeting a $50,000 SUV to compete with the Tesla Model Y and Rivian R2.[1][3] The company holds sufficient capital to fund operations through mid-2027, supporting expansions like European market growth to 12 countries, including France, Belgium, and Denmark.[3][5]
Full Q4 2025 financials, including profitability details—where gross margins remain challenged at -97.91%—will be released on February 24, 2026.[2][3] While European sales hit modest records, like 53 units in the Netherlands, broader ramps could drive further gains.[5]
Frequently Asked Questions
What was Lucid's total EV production in 2025?
Lucid produced 18,378 electric vehicles in 2025, a 104% increase from 2024, with 8,412 built in Q4 alone.[1][2][3][6]
How many vehicles did Lucid deliver in 2025?
The company delivered 15,841 vehicles throughout 2025, up 55% from 2024, including 5,345 in Q4.[1][2][3]
What challenges did Lucid face with the Gravity SUV?
Early 2025 production ramps were hampered by quality issues and supply chain disruptions, prompting customer frustration acknowledged by Interim CEO Marc Winterhoff.[1][3]
What is Lucid's next major product launch?
Lucid plans to start building its first mid-sized EV on a new platform in 2026, priced around $50,000 to target mass-market segments like Tesla Model Y buyers.[1][3]
How does Lucid's 2025 performance compare to past projections?
While production doubled year-over-year, it fell short of 2021 goals for 135,000 deliveries, reflecting pandemic-era market disruptions.[1]
When will Lucid release full Q4 2025 financial results?
Lucid will disclose complete Q4 2025 financials, including net income and cash flow, on February 24, 2026.[3]
🔄 Updated: 1/5/2026, 5:10:16 PM
**NEWS UPDATE: Lucid Doubles 2025 EV Production Despite Gravity SUV Launch Woes**
Industry analysts hail Lucid's 104% production surge to 18,378 vehicles in 2025—including a record Q4 output of 8,412—as a strong rebound from Gravity SUV quality issues that frustrated early customers, with interim CEO Marc Winterhoff emailing owners in December to acknowledge their "frustration."[1][2][3] However, experts at Finimize warn of a persistent supply-demand gap, with 18,378 produced versus just 15,841 delivered (up 55% YoY), signaling risks of inventory buildup and margin pressure amid pricey models and fading EV incentives.[4] Electrek's reporter projects Gravity ram
🔄 Updated: 1/5/2026, 5:20:20 PM
**NEWS UPDATE: Lucid Doubles 2025 EV Production Despite Gravity SUV Launch Woes**
Lucid Motors announced it produced 18,378 electric vehicles in 2025—a 104% increase from 2024—with 8,412 built in Q4 alone, while deliveries rose 55% to 15,841 units amid early Gravity SUV quality issues that prompted interim CEO Marc Winterhoff to email customers sharing their “frustration.”[1][2] The Gravity Touring SUV launches at $79,900 and will debut at the Los Angeles International Auto Show, as Lucid rolls out its certified pre-owned “Lucid Recharged” program for single-owner vehicles under 62,000 miles.[2] Full Q
🔄 Updated: 1/5/2026, 5:30:23 PM
**NEWS UPDATE: Lucid Doubles 2025 EV Production Despite Gravity SUV Launch Woes**
Lucid Motors' 104% production surge to 18,378 EVs in 2025, including 8,412 in Q4 from its Arizona and **Saudi Arabia** facilities, signals resilience amid Gravity quality issues, boosting its global manufacturing footprint and positioning it against rivals like China's BYD, which overtook Tesla as the top EV maker.[1][2][6] In Europe, registrations hit a Dutch monthly record of 14 in December for 53 annual units—up slightly from 47 in 2024—while early Gravity deliveries emerged amid expansions to France, Belgium, Denmark, and Spain, though demand lags expectation
🔄 Updated: 1/5/2026, 5:40:22 PM
**Lucid (LCID) shares surged over 12% in Monday afternoon trading to $4.85 after the company announced doubling 2025 EV production to 18,378 units despite Gravity SUV quality issues.** Market analysts hailed the 104% year-over-year production jump and Q4 record of 8,412 vehicles as a "strong rebound," with deliveries up 55% to 15,841, though gross margins stayed negative at -97.91%[1][2]. "This sets Lucid up for an all-important year," TechCrunch reported, offsetting early frustrations noted by interim CEO Marc Winterhoff[1].
🔄 Updated: 1/5/2026, 5:50:19 PM
**NEWS UPDATE: Lucid Doubles 2025 EV Production Despite Gravity SUV Launch Woes**
Lucid Group (NASDAQ:LCID) shares surged **8.2%** in Monday afternoon trading to **$4.67** following the announcement of **18,378 EVs produced** in 2025—a **104% year-over-year increase**—despite early Gravity SUV quality issues that drew customer "frustration," per interim CEO Marc Winterhoff's December email.[1][2] Analysts hailed the Q4 ramp-up to **8,412 vehicles** as a bullish signal amid EV market headwinds, with Wedbush Securities raising its price target to **$6.50** and calling it "
🔄 Updated: 1/5/2026, 6:00:23 PM
**LUCID NEWS UPDATE: No Regulatory Response to 2025 Production Surge Amid Gravity SUV Issues**
Despite Lucid Motors doubling EV production to 18,378 units in 2025—up 104% from 2024—while grappling with early Gravity SUV quality woes acknowledged by interim CEO Marc Winterhoff's December email sharing customer "frustration," no specific regulatory or government responses have emerged from U.S. or international bodies as of Monday's announcement[1][2]. European market data shows modest Gravity registrations, like 2 units in the Netherlands in December and 1 earlier, but lacks any cited probes or incentives tied to the shortfall from Lucid's original 135,000-vehicle forecast[1][5]. Officials remai
🔄 Updated: 1/5/2026, 6:10:26 PM
**NEWS UPDATE: Lucid Doubles 2025 EV Production Despite Gravity SUV Launch Woes**
Lucid Motors doubled its EV production to **18,378 vehicles** in 2025—a **104% increase** from 2024—while many rivals scaled back amid softening demand and reduced incentives like the federal EV tax credit, positioning Lucid to challenge Tesla's Model Y and Rivian's upcoming R2 with its new **$50,000 mid-sized platform** in 2026.[1][2][4][5] Deliveries hit **15,841** (up **55%** YoY), outpacing competitors as Q4 output surged **116%** sequentially to **8,412 units** despite early Gravit
🔄 Updated: 1/5/2026, 6:20:26 PM
**NEWS UPDATE: Lucid Doubles 2025 EV Production Despite Gravity SUV Launch Woes**
Lucid Motors' 104% production surge to 18,378 EVs in 2025, including facilities in Arizona and Saudi Arabia, bolsters global EV supply chains amid competitors scaling back, with Q4 output hitting 8,412 units[1][2][3]. In Europe, sales remain tepid at 53 units in the Netherlands—up slightly from 47 in 2024—but hit a December record of 14, signaling gradual traction ahead of Gravity SUV deliveries in markets like France, Belgium, and Denmark[5]. Interim CEO Marc Winterhoff acknowledged customer "frustration" with early Gravity quality issues in
🔄 Updated: 1/5/2026, 6:30:26 PM
**NEWS UPDATE: Lucid Doubles 2025 EV Production Despite Gravity SUV Launch Woes**
Lucid Group achieved a **104% production surge** to 18,378 vehicles in 2025, with Q4 output hitting a record **8,412 units** (116% above Q3), outpacing deliveries of 15,841 units (up 55%) and beating analyst estimates of ~17,910 produced—yet Q4 inventory ballooned as sales lagged due to post-$7,500 U.S. tax credit demand weakness and Gravity SUV ramp challenges[1][2][3]. Technically, this reflects sharpened Arizona/Saudi manufacturing efficiency, with Gravity (launched at **$79,900** Tou
🔄 Updated: 1/5/2026, 6:40:33 PM
**Lucid Doubles 2025 EV Production Despite Gravity SUV Launch Woes**
Lucid Motors doubled its EV output in 2025, achieving approximately 18,000 vehicle deliveries after struggling with early Gravity SUV production ramp-up and widespread software quality issues[1][2]. Consumers have voiced frustration across social media platforms, with owners reporting persistent problems including key fob recognition failures, navigation malfunctions, and other software glitches that continued even after Lucid released a 3.3.20 software update earlier this month[3]. Despite the challenges, reviewers acknowledged the Gravity's strong hardware fundamentals—with Out of Spec
🔄 Updated: 1/5/2026, 6:50:32 PM
**NEWS UPDATE: Lucid Doubles 2025 EV Production Despite Gravity SUV Launch Woes**
Lucid Motors doubled its 2025 EV production to **18,378 vehicles**—a **104% increase** from 2024—while many rivals scaled back amid a sluggish global EV market strained by reduced incentives like the federal tax credit.[1][2][3] Deliveries rose **55%** to **15,841 units**, outpacing competitors and positioning Lucid's upcoming **$50,000 mid-sized EV** to challenge the **Tesla Model Y** and **Rivian R2** in the mass-market SUV segment.[1][2] "Supply is currently dominating the competition," analysts note, as Luci
🔄 Updated: 1/5/2026, 7:00:34 PM
**NEWS UPDATE: Lucid Doubles 2025 EV Production Despite Gravity SUV Launch Woes**
Lucid Motors' 104% production surge to 18,378 EVs in 2025, including 8,412 in Q4 from its Arizona and Saudi Arabia facilities, signals resilience in a global EV market where competitors scaled back amid demand slowdowns and fading tax incentives[1][2][3]. International observers note this momentum—despite early Gravity quality issues prompting interim CEO Marc Winterhoff's email admitting customer "frustration"—positions Lucid to challenge Tesla and Rivian with a $50,000 mid-sized EV in 2026, potentially stabilizing supply chains across regions[1][5]. Analysts warn of risin
🔄 Updated: 1/5/2026, 7:10:35 PM
**Lucid Motors (NASDAQ:LCID) shares surged in after-hours trading Monday following the announcement of doubled 2025 EV production at 18,378 units—a 104% year-over-year increase—despite early Gravity SUV quality woes that drew customer "frustration," per interim CEO Marc Winterhoff.[1][2]** Investors reacted positively to the Q4 ramp-up of 8,412 vehicles (116% sequential growth) and 15,841 full-year deliveries (up 55%), though analysts noted persistent profitability issues with -97.91% gross margins amid inventory buildup.[2][3] The news positions Lucid for 2026 mid-sized EV launches targeting Tesla Model Y rivals, boosting optimism in a contracting EV marke
🔄 Updated: 1/5/2026, 7:20:37 PM
**LUCID NEWS UPDATE: No Regulatory Response to 2025 Production Surge Amid Gravity SUV Issues**
Despite Lucid Motors doubling EV production to 18,378 units in 2025—exceeding its revised target of 18,000 after Gravity SUV quality woes—no U.S. regulatory bodies like the NHTSA or EPA have issued statements, investigations, or penalties as of January 5, 2026[1][3]. Interim CEO Marc Winterhoff acknowledged customer "frustration" in a December email over early Gravity production struggles, but federal agencies remain silent even as deliveries hit 15,841 vehicles, up 55% from 2024[1][2]. Sources confirm zero government actions or quotes relate
🔄 Updated: 1/5/2026, 7:30:37 PM
**NEWS UPDATE: Lucid Doubles 2025 EV Production Despite Gravity SUV Launch Woes**
Lucid Motors achieved a 104% production surge to 18,378 EVs in 2025, with Q4 output hitting 8,412 units amid early Gravity SUV quality issues that prompted interim CEO Marc Winterhoff to email customers sharing their “frustration.”[1][2] Analysts note this rebound sets Lucid up for 2026 mid-sized EV launches targeting Tesla Model Y rivals at $50,000, though inventory buildup from outpacing deliveries raises demand concerns in a cooling market.[1][3] Industry observers highlight the figures as a positive signal versus competitors scaling back, but far below 2021 projections o