Tesla is recalling the Cybertruck again, but it’s another over-the-air software update fix, so it’s no big deal. But what it does is reveal how many Cybertrucks Tesla has produced to date.
The Cybertruck has been in production for almost a year now and Tesla has yet to share officially how many it produced or delivered.
Tesla just released its Q3 production and delivery results, but the automaker is the most opaque in the entire industry when it comes to revealing delivery per model. It bundles Model 3 and Model Y sales together and then all other vehicles, Model S, Model X, Cybertruck, and Tesla Semi, all in the same category.
However, when it comes to Cybertruck, we have been able to track loosely its delivery progress thanks to a series of four recalls.
The last one came in late June and revealed that Tesla had delivered about 11,000 Cybertrucks to date.
Now, Tesla is issuing a new recall for the Cybertruck relating to a problem with rear-view camera:
On certain affected vehicles, under certain conditions, the vehicle system (including the rearview image) may not complete a shutdown process before the system is commanded to boot-up. If the driver starts a backing event before the vehicle system completes its shut down and boot-up, the rearview image may not display within two seconds of placing the vehicle in reverse as required by FMVSS 111, S6.2.3.
The fix is an over-the-air software update.
Therefore, the more interesting part of the recall is the “affected population”. It appears to affect all Cybertrucks produced up to mid-September:
The subject population includes certain Model Year (MY) 2024 Cybertruck vehicles manufactured between November 13, 2023, and September 14, 2024, that are or were operating with a specific software logic for low voltage hardware.
Tesla says that 27,185 vehicles are affected.
Again, by the end of June, Tesla had produced 11,000 Cybertrucks. Yesterday, Tesla reported having delivered 22,915 “other vehicles”, which include the Cybertruck.
Electrek’s Take
Top comment by Alimack
In all of the last 3 quarters, production of S,X and CT has exceeded deliveries. There are almost 10,000 more unsold S,X and CT than there were at the beginning of the year.
How many of those 10,000 vehicles are CTs?
Has Tesla run out of customers for the $100k CT? If so, why isn't it producing the cheaper versions? Is the cost of production higher than the price at which customers will buy the product?
With only a few weeks left in Q3, by the time it was at 27,000, it’s likely Tesla had around 30,000 Cybertrucks by the end of the quarter and 11,000 by the end of June.
It means that likely more than half of the ~23,000 “other vehicles” Tesla delivered in Q3 were Cybertrucks.
That’s not looking good for Model S and Model X.
As for Cybertruck, I also thought it would be higher now that it is almost a year into production.
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