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Lucid Sales Grow as Gravity SUV Drives New Momentum

Lucid Motors is making a steady push forward in a challenging electric vehicle (EV) landscape, and its recent performance has caught the attention of both consumers and investors. The automaker reported delivering 3,309 vehicles in Q2 2025—a 6% increase over the previous quarter—setting a new sales record. The growth signals progress as the company doubles down on scaling production of its much-anticipated all-electric Gravity SUV. With the EV industry facing headwinds such as supply chain disruptions and shifting consumer sentiment, Lucid’s ability to inch forward showcases resilience and rising interest in its next-generation lineup. For EV shoppers and investors alike, many are asking: can Lucid sustain this pace and meet its ambitious 2025 production targets?

Image Credits:Sean O'Kane

Lucid’s Gravity SUV Production Begins to Scale

Lucid produced 3,863 vehicles in the second quarter of 2025, up significantly from the 2,212 produced in Q1. The increase includes 600 units shipped to Saudi Arabia for final assembly, a key move as Lucid expands its international footprint. Central to this ramp-up is the Gravity SUV, which began limited production in December 2024. Initially sold to employees, family, and insiders, Gravity units are now reaching the wider market. However, Lucid CEO Marc Winterhoff admitted in June that Gravity’s production has been slower than expected, citing quality control and tariff-related pressures as contributing factors. Despite these early setbacks, Winterhoff emphasized that demand for the Gravity remains strong and that Lucid is taking the necessary time to ensure production quality meets customer expectations.

Can Lucid Meet Its 2025 Production Goals?

Lucid's annual goal is to produce 20,000 vehicles this year. So far, just over 6,000 vehicles have rolled off the production line—leaving a considerable gap of nearly 14,000 units in the second half of 2025. To hit that target, Lucid must substantially accelerate production of both its Air sedan and the new Gravity SUV. Winterhoff addressed these concerns during the company’s Q1 earnings call, acknowledging a “modest supply chain bottleneck” but assuring stakeholders that those issues would ease in Q2. Whether that’s materializing will become clearer with the company’s next earnings report, expected on August 5. For now, Lucid continues to focus on operational discipline and quality assurance, rather than rushing deliveries to meet numbers—a decision that could either build long-term trust or risk falling short of expectations.

What’s Next for Lucid in the Competitive EV Market?

Lucid’s strategy to overcome EV market volatility centers on product differentiation and quality. While other EV players focus on aggressive pricing and mass production, Lucid is leaning into performance, design, and advanced features—particularly with the Gravity SUV, positioned to compete with the likes of the Tesla Model X and Rivian R1S. Additionally, Lucid is leveraging its global partnerships, such as its Saudi manufacturing and assembly ventures, to tap into emerging markets. Investors and consumers will be watching closely when Lucid reveals a deeper breakdown of its Gravity and Air models in the August earnings call. As the EV space becomes increasingly crowded, Lucid’s ability to execute on its promise of luxury and innovation—while overcoming production constraints—will determine whether it can evolve from niche player to major industry contender.