Tesla to add Cybertruck shift, aims to fill orders before dismantling line next year

Reuters reported on November 7, 2026, citing a post on X by Tesla CEO Elon Musk, that Tesla would add a shift to address the Cybertruck order backlog. The company plans to dismantle the line around June or July next year to expand Cybercab production, and Musk said the company would produce vehicles for existing orders before the line is dismantled, Reuters reported.

According to Reuters, Tesla’s plans to address the Cybertruck order backlog and expand the line for Cybercab production are scheduled around the dismantling of the same production line. At Tesla’s factories, how to coordinate the end of production for an existing model with the switch to equipment for a new model is a concrete issue to watch in assessing how the plan is carried out.

The timing of the additional shift and the line’s dismantling were both disclosed, making the key issue not simply a reduction in Cybertruck production but the sequence for addressing the existing order backlog while switching the same production line to Cybercab. Reuters reported Musk’s explanation that production before the line is dismantled would not be enough to clear the backlog. The additional shift can therefore be viewed as a measure to reduce the outstanding orders during the remaining production period before the line conversion, though the extent to which it will do so was not specified. In a related article, Tesla to scale back Cybertruck production at Texas factory to accommodate increased Cybercab output was published on November 6, 2026. While that article’s headline addressed a production reduction and the response to increased Cybercab output, the current Reuters report describes a step in the transition: adding a shift before the line is dismantled. Taken together, the reports suggest that scaling back Cybertruck production and expanding for Cybercab are not separate measures, but parts of a plan to switch limited factory production equipment. However, both the related article and the Reuters report are news reports; the materials provided do not include the text of an official Tesla announcement or specifications for the production plan. The significance of the plan for factory operations is that Tesla must coordinate efforts to address orders for an existing model with the ramp-up of equipment for a new model on the same timeline. The reported details do not make clear how long the additional shift will continue or how Cybercab production capacity will change after the line is dismantled. Points to watch include how much of the Cybertruck backlog is actually cleared, the schedule for dismantling and expanding the line, the start of Cybercab production, and capacity after the expansion. Without figures for Cybercab’s mass-production scale or operating rate, it is not possible to assess whether the line conversion will remain a planned changeover or lead to stable production. See the original sources for details.