Tesla is planning to deliver 375k units of the Cybertruck annually
MatthewDR/Twitter
Tesla is now on track to fulfill its commitment to deliver the much-anticipated Cybertruck. According to recent reports by Electrek, the company has shared its production targets and prototype timing with its suppliers, instilling confidence that deliveries will commence by the end of the third quarter in 2023.
From Delayed Launch to Steady Progress
In its communication with suppliers, Tesla revealed a plan to build a staggering 375,000 units of Cybertrucks annually. This figure is a significant leap from Musk's estimate of around 250,000 units per year. However, it's important to note that Tesla will likely reach this production milestone in 2024, once production has ramped up.
Tesla first pulled the covers off the Cybertruck in 2019, with original plans to hit the market in 2021. However, the global pandemic and supply chain disruptions led to multiple postponements. Despite these setbacks, recent updates from CEO Elon Musk show a good progression toward mass production of this futuristic pickup truck.
The Importance of Release Candidates
As per the internal timeline, the first release candidates for the Cybertruck, which are near-final vehicle versions, are slated for August 2023. These candidates represent the last development stage before mass production begins. This critical milestone aligns well with the projected delivery event scheduled for September.
Despite these updates, 1.5 million reservation holders still don't know about the final specs and pricing of the Cybertruck. According to Musk, these details will only be disclosed during the upcoming delivery event.
Tesla's Challenges and Ambitions
From engineering to design, the Cybertruck has been one of the most challenging vehicles for Tesla. Yet, the company's aggressive annual production target reflects its strong ambition to penetrate the electric pickup truck market. As the Cybertruck moves from prototype to production, Tesla is clearly in the driver's seat to revolutionize this segment.
In the recent Investor Day, the latest Cybertruck prototypes were spotted with new features, including a yoke steering wheel design. These design modifications, validated by Musk and Tesla's Chief Vehicle Designer Franz von Holzhausen, provide further evidence that production is imminent.
In the face of high anticipation and industry scrutiny, Tesla is pushing full steam ahead with its Cybertruck program, "Project Everest." The production target of 375,000 units and the expected arrival of release candidates this August paint a promising picture for Tesla's entry into the electric pickup market. With Tesla's record of transforming the EV space, the Cybertruck's launch will undoubtedly be a landmark event in automotive history.
In Tesla software update 2024.32 and onwards, Tesla has made a big—and unexpected—change to how its vehicles handle power sockets. This change impacts every vehicle except the Cybertruck, where you can already adjust how power sockets are handled on a case-by-case basis.
Power Socket Change
This change to the power sockets means that in 2024.32, Tesla vehicles will have their 12v sockets and USB ports turned off while in Sentry Mode. Previously, while the car was awake or Sentry Mode was active, the 12v sockets in the rear of the vehicle and any of the USB ports would all remain powered.
Now, owners will no longer be able to operate devices that rely on these ports once the vehicle falls asleep. This change renders some accessories almost useless, such as vehicle fridges. Owners previously relied on Sentry Mode coming on when their vehicle was parked, which kept the fridge in the vehicle’s sub-trunk powered. This change will also prevent owners from using Sentry Mode to keep USB ports powered to charge laptops and other devices.
Until further changes are made, owners will have to use Camp Mode to keep 12v sockets and USB ports powered. However, Camp Mode leaves the vehicle unlocked, making it insecure and unsuitable for things like sub-trunk fridges.
Cybertruck Power Interface
Tesla may be planning to integrate the Outlets & Accessories menu from the Cybertruck into the rest of its vehicles. The outlets menu in the Cybertruck allows you to keep the cabin (and bed) outlets in the vehicle active, even when the vehicle isn’t in use. These outlets remain powered for up to 12 hours after the Cybertruck is exited.
The Power Menu in the Cybertruck
Not a Tesla App
Sentry Mode Improvements
Drew Baglino, Tesla’s now former SVP of powertrains and energy, said back in February of this year that Tesla was looking at reducing the amount of power that Sentry Mode used. He stated that Sentry Mode power consumption needs to be improved and that the team was working on an update to reduce power by about 40%. According to Baglino, the improvements were expected to come in the second quarter of this year, but it’s not clear if this change in update 2024.32 is part of those changes that will lower Sentry Mode’s power consumption.
Even if these are planned changes, we hope Tesla makes them optional, and lets owners choose when to keep outlets powered and when to conserve energy.
Tesla has issued an OTA recall for the Cybertruck – unsurprisingly, one that has already been fixed for customer vehicles. We’ll expand on the recall a little later, but more importantly, the recall filing revealed that Tesla has now built and sold 27,185 Foundation-Series Cybertrucks for customers.
OTA Recall
The OTA recall – which was issued in update 2024.32.5.2 and above, covered an issue that could delay the rearview camera being displayed on the dashboard.
This would occur if the Cybertruck was powered on, and then quickly shifted to reverse. The rearview camera would not come up on screen within the prescribed 2-second timeframe.
According to the NHTSA filing, Tesla has already fixed this via the OTA update, and the rearview camera will now display within that 2-second timeframe as required going forward. This was another easy OTA fix for Tesla.
Not a Tesla App
27k Cybertrucks
The filing also revealed that Tesla has produced and delivered approximately 27 thousand Foundation-Series Cybertrucks through September 14th. Tesla has been producing the Cybertruck for approximately 11 months now, with the 12-month anniversary coming up on November 13th.
Elon Musk previously mentioned that Tesla intends to produce approximately 375,000 trucks per year to compete with the ICE pickup market. Today, Tesla produces 1.7 million Model 3 and Model Y vehicles per year, and about 80,000 Model S and Model X vehicles a year.
Overall, that 27 thousand over a year is only the start of production, and as Tesla expands and improves its production lines, we can expect that number to continue growing at a rapid pace. With the Foundation Series ending and Tesla opening up invites for reservation holders to configure their non-FS Cybertruck, that number is only expected to increase. The non-FS Cybertruck is priced at $79,990, $20k less than the Foundation Series. The Cybertruck will also become eligible for the Canadian iZEV Heavy EV Rebate.
This puts the Cybertruck in an excellent spot in the future—and it has already outsold its EV competitors in the same market. We’re looking forward to seeing how fast Tesla meets the upcoming demand for non-Foundation Series Cybertrucks.
