Subaru currently sells three electric vehicles, the Uncharted, Solterra, and Trailseeker, all introduced through its collaboration with Toyota. While the company had been working on proprietary EV models developed in-house, it has now decided to delay their arrival without providing a revised timeline.
The move reflects growing pressure on automakers operating in markets where EV demand has not expanded as quickly as expected. The United States remains a major market for Subaru, and company leadership acknowledged that changing consumer behavior is influencing future product planning.
Subaru Says US EV Adoption Is Slower Than Expected
According to Motor1, Subaru CEO Atsushi Osaki said the company is rethinking its EV rollout because adoption rates in the United States have fallen short of expectations. Speaking about the decision, Osaki stated:
“Given this, the timing of our BEV market introduction will be pushed back. We want to begin a comprehensive re-evaluation of the entire strategy, including which models to bring to market.”
The company did not previously announce a specific release date for its internally developed EVs. Subaru has now confirmed that the launch timing will be delayed while executives reassess market conditions and future product priorities.
The automaker also indicated that it is too early to provide a clear timeline for when those in-house EVs could eventually arrive.
Subaru to reduce investment in some EV development efforts
While Subaru is not abandoning electric vehicle development entirely, the company said it will significantly reduce the resources allocated to some BEV programs. According to Automotive News, Subaru still plans to continue developing what it described as “core” battery-electric vehicle components.
The financial impact of the shift is substantial. Subaru said the strategic changes tied to its EV program will generate write-downs totaling ¥57.8 billion, about $363.9 million at current exchange rates.
The company did not specify which projects or future models would be directly affected by the reduced investment. It also did not confirm how many proprietary EVs were under development before the reassessment began.
Subaru’s Current EV Lineup Remains Unchanged
Subaru’s existing electric vehicle lineup currently includes three models: the Uncharted, the Solterra, and the Trailseeker. These vehicles were developed through the automaker’s partnership with Toyota, which has played a central role in Subaru’s EV portfolio so far.
The company has not announced when another EV could join the lineup. Osaki said Subaru will “finalize the exact launch timing of our in-house BEV models after carefully monitoring market conditions.” He added that “it is still too early to say a specific timeline at this point.”
The reassessment places Subaru among several automakers reevaluating EV plans this year as market conditions continue to shift, particularly in the United States, where consumer demand for combustion-powered vehicles remains strong.
