Gary Zhou 
Morgan Stanley predicted that Tesla would deliver just under 100,000 Cybertrucks by FY 2025 in a study about 6 primary factors that mattered to the EV company.
“We forecast 1,000 units of Cybertruck in FY21, ramping to 20k in FY22, 50k in FY23 and just under 100k in FY25,” wrote Morgan Stanley analyst Adam Jonas in a recent report.
Morgan Stanley’s estimates may seem unnecessarily optimistic to some TSLA investors. Elon Musk hinted during Tesla’s 2019 Q4 earnings call that demand for the Cybertruck had reached previously unheard-of levels, which is significant given the demand for the Model 3 at the time.
“I have never seen actually such a level of demand at this–we’ve never seen anything like it basically. I think we will make as about as many as we can sell for many years. So–as many–we’ll sell as many as we can make, it’s going to be pretty nuts,” Musk said about the Cybertruck.
Tesla hasn’t mentioned how many Cybertrucks it expects to manufacture next year. Gigafactory Texas, where the first Cybertrucks will be manfactured, is currently under construction. Morgan Stanley’s Cybertruck production figures may be difficult to justify for others, partially because Giga Texas is also known as Tesla’s Cybertruck Factory.
Giga Texas appears to be on Tesla’s radar. The production of the Cybertruck would take up a portion of the facility. If it produced 100K in a year, Tesla will be manufacturing fewer than 2,000 Cybertruck vehicles per week by 2025, around four years after starting production at Giga Texas.
Last year, plant manager Debbie Manzano told the Detroit Free Press that Ford produces over 1,000 trucks a day. Manzano is in charge of a seven-day-a-week Ford F-150 assembly line.
