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Lucid Motors Doubles EV Production in 2025, Reports Increased Deliveries

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Lucid Motors 2025 Production and Deliveries

Lucid Motors produced 18,378 electric vehicles (EVs) in 2025, which represents a doubling of its production volume compared to the previous year. This output includes 8,412 units produced in the fourth quarter alone, a figure that exceeded the production from the first half of the year at the company's Casa Grande, Arizona, factory.

Deliveries for 2025 totaled 15,841 vehicles, marking a 55% increase over the 2024 figures.

Future Strategy and Market Position

The company's increased production towards the end of 2025 precedes the planned introduction of its first vehicle built on a new mid-sized EV platform. This upcoming vehicle is projected to be priced at approximately $50,000, positioning it in a market segment comparable to the Tesla Model Y and Rivian's forthcoming R2 SUV.

Comparison to Initial Projections and Challenges

The 2025 production figures are lower than the projections Lucid Motors made in 2021 when the company went public through a $4 billion reverse merger. At that time, the company had targeted 135,000 vehicle deliveries for 2025, which were expected to include 86,000 Gravity SUVs, 42,000 Air sedans, and 7,000 units from the then-undeveloped mid-sized EV.

These initial targets were not met due to factors such as production, supply chain, and demand challenges for Lucid's vehicles. These challenges occurred within an automotive market that experienced disruptions, including those related to the pandemic. The ramp-up of Gravity SUV production in early 2025 faced difficulties. The company has also addressed quality concerns related to the vehicle. In December, interim CEO Marc Winterhoff communicated with customers, acknowledging software-related issues. He stated, "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."