TL;DR
- Lucid delivered 3,309 EVs in Q2 2025, up 6% from Q1.
- Production hit 3,863 units, a 75% quarter-over-quarter increase.
- The Gravity SUV’s rollout is behind pace but progressing.
- Lucid must produce 13,925 more vehicles in H2 to hit its 2025 goal of 20,000 units.
- CEO Marc Winterhoff blames quality controls and tariffs for slow Gravity output.
Modest Gains, Big Targets
Lucid Motors posted its highest quarterly deliveries to date, handing over 3,309 vehicles in Q2 2025. That marks a 6% rise from Q1 and shows signs of progress in an otherwise turbulent EV market.
Production also climbed to 3,863 vehicles, up significantly from 2,212 in Q1, with an additional 600 vehicles shipped to Saudi Arabia for final assembly.
The Data
Lucid Quarterly Production & Delivery Figures – 2025
| Quarter | Vehicles Produced | Vehicles Delivered | Key Notes |
| Q1 2025 | 2,212 (plus 600 to KSA) | 3,120 | Production gap; early Gravity ramp |
| Q2 2025 | 3,863 | 3,309 | Gravity launch impact begins |
| H1 2025 Total | 6,075 | 6,429 | Company needs 13,925 units to meet 2025 goal |
| 2025 Goal | 20,000 | TBD | Full-year guidance to be updated August 5 |
Source: Lucid Motors Q1 Regulatory Filing & TechCrunch reporting
Gravity Rollout: Slower Than Hoped
Lucid’s all-electric Gravity SUV, unveiled with major anticipation in 2024, began production in December 2024. Initial deliveries were mostly to insiders — employees, family, and friends. Broader consumer deliveries only recently started.
CEO Marc Winterhoff, who took over from Peter Rawlinson earlier this year, admitted that “production has been slower than desired.” He cited:
- Tariff-related supply chain stress
- A deliberate focus on build quality
- Bottlenecks that slowed ramping in Q1
Still a Long Climb to 20K
With 6,075 vehicles built in H1, Lucid must nearly triple output to meet its 20,000-unit annual target. That’s a tall order for a company still resolving supplier issues and working through SUV production scaling pains.
Winterhoff remains confident. On the company’s April earnings call, he said:
“We’re taking the time to get it right, not just getting it out.”
He also noted supply chain fixes were underway and forecast stronger output in Q3 and Q4.
Questions Remain on Air vs. Gravity Mix
Lucid declined to break down how many of the 3,309 vehicles delivered in Q2 were Air sedans versus Gravity SUVs. A spokesperson said more details would come in its August 5 earnings report.
The lack of transparency around model mix and fleet sales has raised questions among analysts about real demand versus channel-stuffing.
In Q1, Lucid disclosed that it sold 300 vehicles to “rental companies” — though a spokesperson clarified most were actually leaseback arrangements under a revamped company car program.
The Path Forward: Quality Over Speed
Despite macroeconomic headwinds and EV demand softening across segments, Lucid appears focused on long-term viability over short-term volume.
With CEO Winterhoff shifting attention toward Gravity quality control, Lucid may be trying to position itself more like Porsche or Rivian — prioritizing premium engineering over aggressive delivery growth.
