On January 8, 2025, at its Shareholder Day event in Las Vegas, Faraday Future (FF, Nasdaq: FFAI) outlined its bold 2026 roadmap, revealing key milestones for the FX Super One luxury MPV and a comprehensive five-year business plan targeting 400,000-500,000 vehicles sold. Founder and Co-CEO Jia Yueting, who has been building FF in the US for over eight years, announced a pivot into embodied AI robots, aiming to become America's first company to deliver humanoid robots while achieving positive operating cash flow and 20% gross margins within three years. This comes amid China's EV battery sector facing regulatory scrutiny to curb irrational competition.
FF's Aggressive Five-Year Production and Sales Targets
FF's strategy focuses on high-value markets like the US and Middle East, with FX Super One as the flagship. The company projects cumulative sales of 400,000-500,000 units by 2030, ramping up as follows:
| Year | Projected Sales (Units) | Key Models |
|---|---|---|
| 2027 | ~5,000 | FX Super One, FX 4 |
| 2028 | >22,000 | FX Super One (peak 55,000), others |
| 2029 | ~130,000 | Expanded lineup |
| 2030 | ~250,000 | Full portfolio |
- FX Super One Milestones: Q2 2025 Final Launch in the US with initial 50-unit delivery to FX Par partners for feedback; Q3 ramps to 200 units for B2B leaders, targeting positive gross profit; full public scaling in Q4 or Q1 2026.
- Certifications: Core components certified; EPA/CARB and FMVSS approvals on track.
- Infrastructure: Access to Tesla Superchargers in US, Canada, Japan, and Korea; Middle East deliveries to government partners starting soon.
These targets hinge on FX Super One's peak annual output of 55,000 units, including a hybrid variant from 2027, positioning FF against premium EV rivals like Lucid and Rivian in luxury segments.
Jia Yueting's Personal Story and FF's EAI Vision
Jia Yueting, who left China in 2017 amid LeEco's crisis after teasing a quick return, marked eight years in US EV development at CES 2026 with FX Super One's showcase. Nostalgic for Beijing—where his family remains—he recently sang "Beijing Beijing" and hinted at a "soon" return. At Shareholder Day, he upgraded FF's US-China bridge to a global EAI (Embodied AI) strategy, blending EVs and robotics.
- Robot Ambitions: Launching a humanoid robot line at NADA 2025 (Feb 4); private previews held, public sales to follow. FF eyes leadership in the trillion-dollar AI robot market, starting in the US.
- Dual-Track Growth: EAI cars and robots to drive a decade-long curve, with FX Par summits inviting partners into both.
China's Battery Sector Crackdown: Broader EV Context
Parallel to FF's US push, China's MIIT, NDRC, SAMR, and NEA held a January 7座谈会 to regulate power and energy storage batteries amid rapid growth but irrational behaviors like blind investments and price wars.
Key measures:
- Market Oversight: Stricter price checks, quality audits, IP enforcement.
- Capacity Controls: Monitoring, early warnings, anti-overcapacity macro policies.
- Self-Regulation: Industry associations to guide rational expansion; regional coordination to avoid duplication.
This impacts FF indirectly through supply chains—FF sources batteries globally—but underscores China's shift toward sustainable EV dominance, benefiting disciplined players like CATL and BYD while pressuring others.
Why This Matters: Global Implications for EVs and AI
FF's plan signals a maturing Chinese EV diaspora strategy, with Jia leveraging US markets for premium, AI-infused mobility amid Tesla and legacy automaker competition. The robot foray taps humanoid trends (e.g., Tesla Optimus), potentially diversifying beyond volatile EV sales. For China, battery regulations stabilize supplies critical for exports, curbing overcapacity that flooded global markets in 2024. Investors watch FF's Q2 deliveries as a litmus test for execution.
Looking Ahead: 2026 as FF's 'Year of the Horse'
Jia calls 2026 FF's sprint year, with FX Super One deliveries, robot launches, and cash flow positivity unlocking growth. Success could validate EAI as the next EV frontier, challenging NIO and XPeng's robot pilots. Monitor NADA for robot unveils and Q3 profits—FF's bridge from China to global AI leadership hangs in the balance.
