Although Lucid doubled EV production last year, deliveries were still far below the company’s original projections for 2025. For Lucid to significantly boost sales, it needs more affordable models, which is why the company is planning to release three midsize EVs. While a smaller SUV is a guarantee, it was widely believed that at least one of these new models would be a sedan. However, a new report says otherwise, with the company’s interim CEO expressing no interest in a smaller version of the Lucid Air—or any other sedan, for that matter.
No Tesla Model 3 Rival
Tesla
Besides a few stalwarts like the Toyota Camry and Honda Accord, sedan sales have been struggling in the United States. The situation is even more challenging for electric sedans, bar the popular Tesla Model 3. Perhaps for this reason, Lucid’s interim CEO, Marc Winterhoff, has made it clear that he doesn’t want to invest in another sedan.
“I don’t want to be in the sedan segment,” said Winteroff at a CES 2026 roundtable, according to Inside EVs. “That’s not our focus.”
What we can expect is a Tesla Model Y rival, expected to be revealed later in 2026, with production ramping up in 2027. An off-road-focused SUV will be another one of the midsized models, while the last model’s body style is unknown. The rugged SUV is expected to come with a higher ride height and draw inspiration from the Gravity X concept.
Related: Lucid Shows Its Wild Side With Lifted Gravity X Concept
What Could The Third Mystery Model Be?
Now that we know a sedan is off the table, what could Lucid’s third midsize model be? Three midsize SUVs would be overkill, but perhaps Lucid could consider a coupe-SUV in the vein of the Audi Q6 Sportback e-tron. Such a model could have an intensified focus on design and performance, at the expense of some practicality.
If volumes and profits weren’t a priority, we’d love to see a Lucid coupe, but it’s highly unlikely. Coupe sales have also declined in recent years, and many have been discontinued. But the Lucid Air coupe built by West Coast Customs in 2024 gave us an enticing glimpse into how the brand’s design language could translate into a luxurious two-door model.
Final Thoughts
While it’s a bit disappointing that Lucid has no plans for a smaller and more affordable sedan, the young company must prioritize growth and profits, so focusing on segments that are popular in this market is the key. The Gravity SUV has already surpassed the Air sedan in sales and that gap is expected to widen through 2026.
By 2029, the three new Lucid midsize models should all be on sale, barring any delays in their development. Just as Tesla’s sales exploded with the arrival of the Model Y and Model 3, Lucid will be hoping that its downsized models finally help the brand realize its full potential.
