Cybertruck deliveries to hit 100-120k in 2024 says analyst Ming-Chi Kuo

[Administrator]

One of the most respected and accurate Apple analysts in the world, Ming-Chi Kuo gives his estimates for Cybertruck delivery figures in 2023, 2024 and 2025.

1. The current shipment estimates for the Cybertruck in 2023, 2024, and 2025 are 100–200, 100,000–120,000, and 240,000–260,000 units, respectively.
2. The innovative designs of Cybertruck (such as aerodynamic efficiency) are expected to maintain its competitive advantage until 2030, meaning the all-new designed Cybertruck 2 will likely not start shipping until 2030.
3. Before the launch of Cybertruck 2, there will be versions of the Cybertruck with upgraded or modified specifications but with an essentially unchanged form factor design.
4. It’s clear that the Cybertruck will be a significant contributor to Tesla’s revenue and profit growth for years to come, and this contribution is expected to remain unaffected by seasonality or economic downturns for the foreseeable future.

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[bhw]

goodnight

 

[Gurule92]

Early 2024 is what I'm hoping for. POS federal credit here I come! (Hopefully it qualifies)

 

[sstevens805]

So I need 3 out of 4 reservations cancelled so I can get mine in 2024 . . .

You guys do know that there is no mid-gate and it only seats 5 and it shrunk and they made the SS thinner and there's no sail panel storage right?

 

[BillyGee]

 

[scoobysteve0]

Only 3-4 huh? lol

 

[Jhodgesatmb]

One of the most respected and accurate Apple analysts in the world, Ming-Chi Kuo gives his estimates for Cybertruck delivery figures in 2023, 2024 and 2025.

1. The current shipment estimates for the Cybertruck in 2023, 2024, and 2025 are 100–200, 100,000–120,000, and 240,000–260,000 units, respectively.
2. The innovative designs of Cybertruck (such as aerodynamic efficiency) are expected to maintain its competitive advantage until 2030, meaning the all-new designed Cybertruck 2 will likely not start shipping until 2030.
3. Before the launch of Cybertruck 2, there will be versions of the Cybertruck with upgraded or modified specifications but with an essentially unchanged form factor design.
4. It’s clear that the Cybertruck will be a significant contributor to Tesla’s revenue and profit growth for years to come, and this contribution is expected to remain unaffected by seasonality or economic downturns for the foreseeable future.

Via:

I do not see how anyone can make a prediction of what will happen when not even the first production Cybertruck has been built. And it just adds to the frustration :-(

 

[Jhodgesatmb]

So I need 3 out of 4 reservations cancelled so I can get mine in 2024 . . .

You guys do know that there is no mid-gate and it only seats 5 and it shrunk and they made the SS thinner and there's no sail panel storage right?

and no ramp, and there are mirrors, and there is a BAW instead of a laser or electromagnetic wiper, ... let the exodus begin (note that I said nothing about range - still holding out hope on that one).

 

[Ehninger1212]

Cybertruck 2? the hell? we dont even have cybertruck 1 yet bro.

 

[CostcoSamples]

and no ramp, and there are mirrors, and there is a BAW instead of a laser or electromagnetic wiper, ... let the exodus begin (note that I said nothing about range - still holding out hope on that one).

no ramp is disappointing. unibody and not bulletproof... probably won't float either. Most of the big wish list items are gone. At this point the number of unique features seems pretty limited.

 

[CyberGus]

"... the all-new designed Cybertruck 2 will likely not start shipping until 2030"

Do we think Ming-Chi Kuo will come back in 7 years crowing "called it! back in 2023"

 

[SlegMD]

Elon disagrees with Mr. Kuo

 

[Bluechip506]

So I need 3 out of 4 reservations cancelled so I can get mine in 2024 . . .

You guys do know that there is no mid-gate and it only seats 5 and it shrunk and they made the SS thinner and there's no sail panel storage right?

Don't forget no overhead light bar and no ramp. Likely no pass through to the bed either. I think we should all get our $100 back immediately.

 

[Eye of Elon]

Is the Cybertruck 2 going to have the exoskeleton and revolutionary manufacturing techniques and the ramp?

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