The mystery of Tesla s Cybertruck production limit Battery Shortage or Hunger Marketing?

Musk warned last month that it would take some time for Tesla to start mass production of the Cybertruck, and the idea at the time was that the futuristic Cyber Pickup would be difficult to make, and in recent days it has been reported that its 4680 battery can only meet 10% of the demand, and the mass production target may not be achieved as scheduled.

Now, there are institutions that believe thatThe Cybertruck production limit may just be Tesla's hunger marketing strategy.

Morgan Stanley analyst Adam Jones said in a recently released reportTesla is likely to follow Ferrari's lead and keep supply short of demand for the foreseeable future.

Will Tesla follow Ferrari's strategy of producing limited series?

Tesla may deliberately limit mass production to maintain scarcity while concentrating the company's resources on more profitable products.

Of these three investment banks,Morgan Stanley is the most pessimistic, expecting the Cybertruck to produce 30,000 units next year and 780,000 units.

It was previously reported that pre-orders for the Tesla Cybertruck have surpassed 1 million units, even if only 20% of pre-orders converted into actual purchases if Morgan Stanley** is accurateThen two years later, Tesla will still be far from meeting demand. This means that the Cybertruck will still have a place in the market for years to come.

In October, Musk warned at the earnings conference that it would be "extremely difficult" to increase Cybertruck production, and it may not be possible to deliver 250,000 vehicles a year until 2025. However, according to an earlier article by Wall Street Insight, battery production is becoming a major obstacle for the Cybertruck to meet its production targets. Tesla is using a new dry-coat technology for productionThe battery is in trouble, and at the current rate of the Texas plant, the battery can only be equipped for one yearvehiclescybertruckdemand, about the production of Tesla's trucks

The above estimate does not include the 4680 battery to be diverted** to other models. Tesla has previously said that it will use the 4680 battery for a price of 2The $50,000 low-cost electric car, also known as the Model 2.

Previously, some analysts believed that Cybetruck may be able to use the brand halo effect again to boost Tesla's overall sales as it did in 2022. When the Model Y was first launched in 2020, investors feared that the model would eat into sales of the Model 3, but in 2022, the latter sold more in the U.S. than in 2020, and the former also sold more than 250,000 units. Last year, Tesla's total sales in the U.S. increased by 150% compared to 2020, and the Model Y and Model 3 were both hot sellers.