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Ferrari’s Luce EV Divides Fans but Dealers and Analysts Say Risk Is Limited

The company frames the Luce as a low-volume, high-price experiment to test electric demand with production due in late 2026.

Overview

  • Ferrari unveiled the Luce as its first production battery‑electric five‑seat car, publishing specs that include roughly 1,050 horsepower, a 122 kWh battery, about 329 miles WLTP range and a starting price near $650,000.
  • The Luce was developed in a secret five‑year collaboration with LoveFrom led by Sir Jony Ive and features a tactile interior that avoids large touchscreens in favour of physical controls and premium materials.
  • The design prompted intense online ridicule, public jabs from rival automakers and sharp criticism from former company figures, and the stock fell about 8% in the immediate reaction to the reveal.
  • Ferrari says orders are arriving and dealers report customer interest, and banks including Berenberg and UBS model the Luce as a limited halo project that should pose little downside to Ferrari’s wider business because volumes are expected to be small.
  • The Luce fits Ferrari’s multi‑energy strategy that keeps combustion and hybrid models central through 2030, meaning the car is positioned as a technology and customer‑acquisition halo rather than a mass‑market shift in the brand.