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Lexus Cancels LF‑ZC‑Based Electric IS Project

The company said weaker U.S. EV demand prompted a review that led Lexus to shift investment toward higher‑volume SUVs and crossovers.

Overview

  • Lexus confirmed it has stopped development of the electric sedan derived from the 2023 LF‑ZC concept and will not proceed with the planned IS replacement.
  • The project had already been delayed from an earlier launch target to mid‑2027 before the company‑wide review ended the programme.
  • Toyota and Lexus will keep developing core technologies from the cancelled project, including gigacasting for large single‑piece castings and ongoing work on solid‑state battery cells.
  • The existing third‑generation IS will remain on sale in limited markets with reduced drivetrain choices and no immediate dedicated electric successor.
  • The move signals a broader strategy change that reallocates resources to higher‑volume SUVs and crossovers and could accelerate use of LF‑ZC technologies in other models.