Is The 2027 Air Announcement Imminent?

[Carbonzhp]

Sooo… no 2027 announcement on today’s call.

Also I asked a sales person about lease pull ups when I was at the dealer recently. He mentioned he doesn’t see it much and when he does, it’s around 3 payments before end of lease

 

[AZLucidGuy]

Sooo… no 2027 announcement on today’s call.

Also I asked a sales person about lease pull ups when I was at the dealer recently. He mentioned he doesn’t see it much and when he does, it’s around 3 payments before end of lease

But also no word on killing the Air either. So it is reasonable to assume that Air will remain in production and there will be a 2027 model. Also, Napoli mentioned in response to an analysts question about why AMP-1 would not be used initially for Cosmos production that AMP-1 has to continue to make Gravity AND Air.

 

[donfenn]

But also no word on killing the Air either. So it is reasonable to assume that Air will remain in production and there will be a 2027 model. Also, Napoli mentioned in response to an analysts question about why AMP-1 would not be used initially for Cosmos production that AMP-1 has to continue to make Gravity AND Air.

Yes.. I heard the same thing on call. However, it seems likely that 2027 model will be delayed until current inventory is burned off...

 

[doubletwist]

It makes me wonder how much savings could be realized or if it would make any business sense at all for Lucid to:

a) skip a 2027 refresh for the Air
b) Focus on a mild redesign of the Air for a 2028 model to implement the cost saving methods they've learned during the Gravity and Cosmos/Earth design and release cycles
c) Including the possible reuse of certain parts to reduce differences between models (eg. Any reason a new Air model couldn't use the same steering wheel, as the Gravity and Cosmos/Earth? The same compute/ADAS hardware? The same set of screens as the gravity? (And eliminate what I'm sure isn't cheap to manufacturer retracting screen). If it's a semi-major redesign, get rid of the wonder box and implement the rear motor boost along with NACS port, and so on.

Obviously that would require some retooling of the Air assembly line and processes, but if they are able to share parts (and thus tooling) with the other models, it shouldn't be too bad I would hope.

If they aren't going to just stop making the Air completely, it seems like they could potentially improve it significantly while still reducing the cost to build it, AND reduce the complexity of servicing it!

 

[Northpointe]

it’s possible that the Air may be approaching the end of its lifecycle. It remains to be seen if either the Gravity or Air can be produced profitably at scale. The Gravity may benefit from robotaxi possibilities but it’s hard to see a path to profitability for the Air even with parts sharing. If the Cosmos is a success, and demand is strong, adding production at Amp-1 would make sense. That could come at the expense of the Air but would be a couple of years out.

 

[Murcie]

I think the main question right now for the Air, is it worth it to completely refactor the vehicle to upgrade it to what the Gravity has or something better, from the infotainment system, to DreamDrive 2, NACS and the entry system? How much would it cost to integrate these upgrades into an existing vehicle that has been originally designed many years ago with legacy foundational hardware,? How much revenue would it generate after going through the cost and time of these upgrades? Etc.
In my opinion, and despite how much I love the Air, it looks like they’ll copy Tesla’s Model S footsteps and kill the Air to focus on the Midsize, since it makes more sense financially and practically. It’s going to be easier and cheaper to develop the midsize now on modern systems used in the Gravity, it’ll generate more sales and revenue than the Air, by a huge margin, and it’ll be easier to manage a new product rather than trying to fix the gaps left in an old product. I hope I’m wrong…

 

[segbrk]

Keep in mind, the PIF demanded that Lucid make a sedan. Maybe the future of Air involves, down the road, updating it to Midsize's sensors and computer systems and producing it at lower volume in KSA.

 

[doubletwist]

I think the main question right now for the Air, is it worth it to completely refactor the vehicle to upgrade it to what the Gravity has or something better, from the infotainment system, to DreamDrive 2, NACS and the entry system? How much would it cost to integrate these upgrades into an existing vehicle that has been originally designed many years ago with legacy foundational hardware,? How much revenue would it generate after going through the cost and time of these upgrades? Etc.
In my opinion, and despite how much I love the Air, it looks like they’ll copy Tesla’s Model S footsteps and kill the Air to focus on the Midsize, since it makes more sense financially and practically. It’s going to be easier and cheaper to develop the midsize now on modern systems used in the Gravity, it’ll generate more sales and revenue than the Air, by a huge margin, and it’ll be easier to manage a new product rather than trying to fix the gaps left in an old product. I hope I’m wrong…

Yeah I love the Air and would love there to be an updated model available when my lease is up in mid-2028, but if they aren't going to update it with shared components/tooling, it makes no sense financially for Lucid to keep making and selling it at all.

 

[gkw]

My 2025 AGT is being returned on Monday after a 18/23 month lease. When I found out there was no process for ordering a new (either 26 or 27) AGT, I located a 2026 AGT with MOST of the options on my 2025 and I started a 3yr lease on 8/1/26.

That is a bet that there won't be any 2027 Airs built. I factored in the endless bad news coming out of Lucid and the total lack of any corporate discussions about the Air future in general. But my main decision point was that there is nothing out there close to the AGT from any manufacturer. I need the 400+ mile range, I love the driving experience, I use the GPS in conjunction with my iPhone (no CarPlay), and I am very satisfied with my local (Boston area) dealer.

All that said, I am going to accelerate the payment schedule so that I have an option to return the car early if a new and improved Air model comes out in 2 years...

 

[donfenn]

I think they would have mentioned any planned discontinuation of the Air during the 8/4 call. With Lucid continuing to identify its Arizona factory with Air and Gravity production, it seems reasonable to assume the Air will remain in the lineup for now. I also just checked Lucid’s inventory and found more than 150 Airs listed, although many are at various locations and carry transfer charges. There do seem to be relatively limited quantities of Pure models at the lowest promotional pricing. It might be worth calling Lucid Sales directly and asking about future Air production and whether customer orders are still being accepted.

Many of us understandably worry about the Air’s sales numbers, but some perspective is useful. Cox Automotive estimates 846 Airs were sold in the U.S. in Q2, representing roughly 32% of Lucid’s U.S. sales. While that number is certainly low, the Air still outsold the other major large luxury EV sedans, including the Taycan, i7, Model S and EQS. The large luxury EV sedan segment as a whole is very slow right now.

More broadly, the auto market is facing affordability and demand pressures, with EV sales particularly weak — Cox estimates U.S. EV sales were down about 20% year over year in Q2. So Lucid clearly has challenges, but the Air’s numbers also have to be viewed in the context of the segment in which it competes.

 

[Northpointe]

My 2025 AGT is being returned on Monday after a 18/23 month lease. When I found out there was no process for ordering a new (either 26 or 27) AGT, I located a 2026 AGT with MOST of the options on my 2025 and I started a 3yr lease on 8/1/26.

That is a bet that there won't be any 2027 Airs built. I factored in the endless bad news coming out of Lucid and the total lack of any corporate discussions about the Air future in general. But my main decision point was that there is nothing out there close to the AGT from any manufacturer. I need the 400+ mile range, I love the driving experience, I use the GPS in conjunction with my iPhone (no CarPlay), and I am very satisfied with my local (Boston area) dealer.

All that said, I am going to accelerate the payment schedule so that I have an option to return the car early if a new and improved Air model comes out in 2 years...

You have to consider the inability to order a new build 26 or 27 Air in the context of what was just laid out on the investor call. Lucid has a surplus of unsold 26 models and that’s tied up a lot of cash. They are scaling back on production in order to sell that existing inventory. Your purchase of an existing 26 Air is what the company intended. Once they’ve rationalized existing inventory they’ll adjust go forward production to more accurately meet demand. That’s why they eliminated a second shift.

That doesn’t mean their won’t be a 27 Air. While it could be eliminated the immediate priority is selling existing units to generate needed cash.

 

[HC_79]

The Air is still a flagship product for Lucid to brag about, I don't see it going anywhere. To this day, I don't believe anyone has gotten over a 500 mile EPA rating and for that reason alone I don't think we will see it get discontinued while its still ahead of the pack with the competition.

The best thing they could do for it is align it to the Gravity's interior, especially the screens and put a NACS port on it. The booster redesign work would be questionable especially with networks like IONNA doing rapid expansion and Tesla finally starting to deliver 1000V chargers.

 

[Need4Sleep]

The Air is still a flagship product for Lucid to brag about, I don't see it going anywhere. To this day, I don't believe anyone has gotten over a 500 mile EPA rating and for that reason alone I don't think we will see it get discontinued while its still ahead of the pack with the competition.

The best thing they could do for it is align it to the Gravity's interior, especially the screens and put a NACS port on it. The booster redesign work would be questionable especially with networks like IONNA doing rapid expansion and Tesla finally starting to deliver 1000V chargers.

Plus also the Air platform is a great way for Lucid to justify investing into next-generation research such as a Zeus motor that would take the learnings from Atlas. That theoretical next-gen Zeus motor can then apply the learnings to a next-gen Atlas, etc.

 

[DBV]

The Air is still a flagship product for Lucid to brag about, I don't see it going anywhere. To this day, I don't believe anyone has gotten over a 500 mile EPA rating and for that reason alone I don't think we will see it get discontinued while its still ahead of the pack with the competition.

The best thing they could do for it is align it to the Gravity's interior, especially the screens and put a NACS port on it. The booster redesign work would be questionable especially with networks like IONNA doing rapid expansion and Tesla finally starting to deliver 1000V chargers.

Totally agree with you. If Lucid would just get those done on the 27 model then the Air will be the perfect sedan and would have been perfect timing with the elimination of the Model S too.

 

[Carbonzhp]

Given the level of complexity NACS needs on the vehicle side, I highly doubt we’d see it included in a small list of updates. I’d much more expect to see it in a larger vehicle facelift, and that seems slim to none given how Lucid is talking lately.

The only information available on how Gravity achieves this is through “Rear motor boosting”. While that seems like a half explanation and there’s more likely a DCDC within the rear motor assembly, that strongly points to the charge inlet connecting at the rear of the car. With the Airs port at the front, there would have to be significant changes to either include that DCDC in the rear and shift the charge inlet there as well, or incorporate those into the front wunderbox

 

[DeaneG]

Given the level of complexity NACS needs on the vehicle side, I highly doubt we’d see it included in a small list of updates. I’d much more expect to see it in a larger vehicle facelift, and that seems slim to none given how Lucid is talking lately.

The only information available on how Gravity achieves this is through “Rear motor boosting”. While that seems like a half explanation and there’s more likely a DCDC within the rear motor assembly, that strongly points to the charge inlet connecting at the rear of the car. With the Airs port at the front, there would have to be significant changes to either include that DCDC in the rear and shift the charge inlet there as well, or incorporate those into the front wunderbox

When charging from a voltage-limited DCFC, Gravity uses its rear motor as the coupled inductor (transformer) in a DC-DC boost converter. The semiconductor switches that form the rest of the converter's building blocks are part of the inverter, which is part of the read drive unit (RDU) assembly.

It would be a significant repackaging effort to essentially fit Gravity's RDU into the Air. The Air's Wunderbox would also need a redesign, or a retrofit of Gravity's electronics package into the Air in place of the Wunderbox. And the car's sheetmetal would have to change. It's a big deal as you say.

 

[Hammerthyme]

On the new Kim Java video the Lucid rep she was talking to said the agentic AI software was being released first for Air and later Gravity. Sounds like they are still committed to improving Air, at least in the software side.

This is the New Race

 

[Carbonzhp]

When charging from a voltage-limited DCFC, Gravity uses its rear motor as the coupled inductor (transformer) in a DC-DC boost converter. The semiconductor switches that form the rest of the converter's building blocks are part of the inverter, which is part of the read drive unit (RDU) assembly.

It would be a significant repackaging effort to essentially fit Gravity's RDU into the Air. The Air's Wunderbox would also need a redesign, or a retrofit of Gravity's electronics package into the Air in place of the Wunderbox. And the car's sheetmetal would have to change. It's a big deal as you say.

Did some further reading and pulled the patent. Interesting read if you like the tech. But reinforces this is not an incremental improvement for Air.

https://patentimages.storage.googleapis.com/97/78/24/6ae742246393f1/US10505455.pdf

 

[Hammerthyme]

You get the feeling that Lucid designed these with the idea they would be "perfect" and never have to be modified.

 

[Dolphins4ever]

I would like to see the charging and sensor suite of gravity updated into air, but this is just for simplifying the engineering and repair of their vehicles long term. However, I am uncertain if the extent of the reworked air cost would ever pencil out given the lowish volume of sales. Maybe the simplification is warranted with the continued inventory addition that midsize will add. Lucid realizes simplification is beneficial and I think I read further gravity options will be reduced. And yet, it sounds like they are designing a sapphire gravity and come to the conclusion of who knows what they still prioritize to lose money on?