Tesla(US:TSLA) 3 6 Ke·2025-09-18 11:56Core Insights - Tesla's Cybertruck rear-wheel drive version has been removed from the market, indicating a significant setback for the model that was launched less than six months ago [1][4]. Group 1: Product Performance and Market Response - The Cybertruck was first unveiled in November 2019, with deliveries starting in December 2023, but it has only achieved annual sales of 20,000 units despite over 1 million pre-orders [4][11]. - The rear-wheel drive version was priced approximately $10,000 lower than the all-wheel drive version, but the expected market response was disappointing, leading to its discontinuation [4][6]. - Key features such as the electric tailgate, rear power outlet, and active air suspension were removed in the rear-wheel drive version, significantly reducing its utility as a pickup truck [8][9]. Group 2: Competitive Landscape - Other electric pickups in the U.S. market, such as the Ford F-150 Lightning and Chevrolet Silverado EV, retain essential features while lowering costs through reduced battery capacity and range [9][12]. - In the first quarter of this year, the Ford F-150 Lightning sold 7,913 units, surpassing the 7,126 units sold by the Tesla Cybertruck, making it the best-selling electric pickup in the U.S. [11]. Group 3: Consumer Expectations and Market Trends - Consumers prioritize practicality in pickup trucks, and the Cybertruck's lack of essential features has led to negative perceptions [11][13]. - The electric pickup market is still in its infancy, with traditional fuel pickups dominating sales in both the U.S. and China, where electric pickups sold only 1,718 units in August compared to nearly 290,000 traditional pickups [13][15]. - The future of electric pickups depends on consumer acceptance of their quality and performance, as current models face skepticism regarding their safety and utility [20][21].