Lucid Motors doubles EV production in 2025

Lucid Motors reported a significant production ramp-up in 2025, building 18,378 electric vehicles and delivering 15,841. This delivery figure represents a 55% increase over the company’s performance in 2024. Notably, Lucid built twice as many electric vehicles in 2025 as it did in the prior year. A substantial portion of this production occurred late in the year, with 8,412 vehicles built in the fourth quarter alone at its factory in Arizona. The production increase signals a recovery from early manufacturing struggles, particularly with its new Gravity SUV model, though the company continues to navigate operational challenges.

Despite the year-over-year growth, Lucid’s current output remains far from the ambitious targets it projected during its 2021 public listing. At that time, the company went public through a $4 billion reverse merger—a method for a private company to go public by merging with an existing public shell company. During this 2021 transaction, Lucid claimed it would deliver 135,000 vehicles in 2025. The original projections compared to the actual 2025 results highlight the scale of the gap:

• Projected 2025 deliveries: 135,000 vehicles (including 86,000 Gravity SUVs, 42,000 Air sedans, and 7,000 vehicles from its mid-sized EV platform)
• Actual 2025 deliveries: 15,841 vehicles

These figures show that actual deliveries reached only a fraction of the initial projections made during the reverse merger.

The company has faced manufacturing and quality hurdles with the Gravity SUV. In December, interim CEO Marc Winterhoff addressed these challenges directly in an email to customers. He acknowledged the difficulties, writing: “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.”

Looking ahead, Lucid plans to launch a new mid-sized EV platform—the vehicle architecture used for smaller electric vehicles. The company has stated that the first vehicle on this new platform will cost around $50,000. This pricing strategy is intended to position the upcoming vehicle to compete directly with established models in that segment, such as the Tesla Model Y and Rivian’s upcoming R2 SUV.

Why it matters

Lucid’s production increase signals a recovery from early manufacturing struggles with its Gravity SUV, though current output remains significantly below the ambitious targets set during its 2021 public listing.