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Tesla plans to gradually wind down Cybertruck production in mid-2027, after selling 20,237 vehicles in the United States in 2025—48% fewer than in 2024—and dedicate its Texas factory to producing the autonomous “Cybercab” taxi. Tesla’s global deliveries fell 9% to 1,636,129 vehicles in 2025, allowing China’s BYD to overtake it for the first time on an annual basis. Meanwhile, China accounted for six out of every 10 electric vehicles sold worldwide in 2025, reflecting its intensifying competition in production, exports and batteries, while Tesla is betting on autonomous driving and robots to offset its decline in the electric-vehicle market.
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