Lucid Group concluded 2025 with significant momentum — fabricating double the electric vehicles of the preceding year and announcing a 55% surge in sales. Nevertheless, the initial quarter of 2026 brought a different outlook.
The automaker, recognized for its Air sedan and Gravity SUV, disclosed on Friday that it delivered 3,093 units during the first quarter, representing a 42% decline from the prior quarter and roughly 0.5% less than the corresponding period last year. Its manufacturing output, however, was considerably greater, totaling around 5,500 units.
Lucid stated that the downturn in sales, along with the discrepancy between production and shipments, does not stem from a lack of market demand. Instead, the firm attributes this to a quality control problem with a vendor concerning its rear seating components, which halted Lucid Gravity deliveries for a period of 29 days.
This vendor problem also compelled Lucid to initiate a recall of over 4,000 Gravity sport utility vehicles. The automaker informed the National Highway Traffic Safety Administration that it found certain anchor points for the SUV’s second-row seat belts lacked adequate welds.
Nick Twork, a spokesperson for Lucid, corroborated to TechCrunch that the decrease in vehicle transactions was linked to supplier difficulties. He explained that, owing to an unauthorized alteration introduced by a vendor, the company imposed a moratorium on Gravity sales extending through much of February to guarantee appropriate vehicle standards prior to resuming distribution. Twork emphasized Lucid’s recent achievements, asserting that “after eight consecutive quarters of record performance, we demonstrated robust outcomes in both January and March, which almost independently achieved year-over-year expansion.”
Lucid declared in its Friday securities submission that the problem has been resolved, and the firm appears optimistic that this interruption will not impede its manufacturing targets.
Lucid reiterated its previously declared manufacturing forecast, projecting between 25,000 and 27,000 vehicles for the current year. In 2025, Lucid assembled 18,378 electric vehicles. This would signify a potential surge of up to 47% compared to the previous year.
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The difficulties with Lucid’s seat vendor emerge as the enterprise gets ready to commence manufacturing its inaugural vehicle utilizing a novel, more affordable platform targeting the broader consumer base. Lucid has indicated that this initial model will carry an approximate price tag of $50,000, a valuation that will place it in direct rivalry with the forthcoming Rivian R2 SUV, in addition to current offerings such as the Tesla Model Y, Tesla Model 3, and Chevrolet Equinox EV.
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