Lucid Motors more than doubled its electric vehicle production in 2025 compared to the previous year, signaling a recovery from initial production challenges with its Gravity SUV. The company announced Monday that it manufactured 18,378 EVs in 2025, with 8,412 units produced in the fourth quarter alone. This output surpasses the total production from its Casa Grande, Arizona factory in the first half of the year.

In addition to increased production, Lucid reported delivering 15,841 vehicles throughout 2025, marking a 55% increase compared to 2024 sales figures. This improved performance positions Lucid for a crucial year ahead, as the company prepares to begin manufacturing its first vehicle based on a new mid-sized EV platform.

The company has indicated that this upcoming vehicle will be priced around $50,000, placing it in direct competition with the Tesla Model Y and Rivian's forthcoming R2 SUV. This strategic move aims to capture a broader segment of the EV market.

However, these figures remain significantly lower than the ambitious projections Lucid Motors presented during its $4 billion reverse merger in 2021. At that time, the company projected delivering 135,000 vehicles in 2025, including 86,000 Gravity SUVs, 42,000 Air sedans, and 7,000 units from its yet-to-be-released mid-sized vehicle. The initial production struggles with the Gravity SUV contributed to the shortfall in overall deliveries.

The company's new mid-sized EV platform is designed to be more cost-effective and scalable than its existing platform, which underpins the Air sedan and Gravity SUV. This new platform utilizes a simplified battery pack design and a more efficient manufacturing process, which should allow Lucid to produce vehicles at a lower cost.

Lucid's ability to successfully launch its mid-sized EV and ramp up production will be critical to its long-term success. The company faces increasing competition from established automakers and other EV startups, all vying for a share of the rapidly growing electric vehicle market.