That plant is supposed to be capable of producing 24 to 34 thousand cars a year, so at a minimum 66 cars a day if they have their supply chain in order. But we don’t know if that number accounts for the current assembly line occupying the paint shop in AMP-1, which will continue until AMP-2 is opened. So, the number could be a lot less because the paint shop is a bottleneck.
In the end, it’s all speculation.
A few observations:
I think Lucid by and large sticks to what they say they are going to do. However, their scenario planning probably didn’t account for supply issues with commodity components. (And the production plant is probably not communicating these issues too well, so sales is left in the dark. But that’s a different topic.) So, I believe that Lucid’s management is fully expecting to exceed the 14K target. But the follow-on effects from a totally borked supply chain will keep things interesting.
Lucid is willing to hold cars back if they don’t pass their quality inspection and that’s what you want when you buy a six figure auto. While I see this as an overall positive, it does mean lower throughout, especially as cars seem to get hung up in PDI. It’s also not clear how well their quality inspections work as major issues appear to be cropping up at PDI.
Lucid’s long term problem will be demand, not supply. There’s just not much of a super car market out there. And it’s being divided up amongst many players with better name recognition. The Gravity being delayed a year is not great news either. So, Lucid has to continue to encourage demand even in the face of difficulty in supply. Hence, lots of marketing activities that will strike those of us waiting for cars as tone deaf.
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