Lucid Group

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Lucid Group manufactures ultra-luxury electric vehicles with class-leading range and efficiency. Founded by a former Tesla VP of Engineering, Lucid is majority-owned by Saudi Arabia's PIF and produces vehicles at its Arizona factory.

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Produk & Pendapatan

Pangsa Pendapatan Produk

Komposisi Pendapatan ($0.8B)

Data statis (memuat keuangan langsung…)

Vehicle Sales (85%)

Other Revenue (15%)

Komposisi segmen dan pelanggan utama

Detail produk

Lucid Air (Sedan)55%

Ultra-luxury electric sedan with industry-leading range (500+ miles)

Lucid Gravity (SUV)30%

Electric luxury SUV based on the LEAP platform

Powertrain Licensing5%

EV drivetrain technology licensing to third parties

Hubungan Rantai Pasok

Pesaing

Tesla, Inc.

Luxury EV sedans (Model S)

Dampak: Primary competitor in premium EVs

Pemasok Utama

Panasonic Energy (Panasonic Holdings)

Battery cells

Dampak: High — battery cell supplier

LG Energy Solution

Cylindrical battery cells

Dampak: Medium — secondary cell supplier

Konteks makro dan pasar

EV / 배터리Berita sektor

리튬 가격 바닥권 — 기관 역발상 매집, 중장기 반등 베팅

리튬 탄산 현물가

$11.5/kg

글로벌 EV 보급률

18% → 25% (2026E)

배터리 팩 가격

$112/kWh

중국 EV 수출 성장

+42% YoY

Katalis mendatang

◆ALB Q1 실적 및 리튬 생산 가이던스 (2026.05)◆Tesla 배터리 데이 2026◆IRA 보조금 검토 결과 발표

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Info Perusahaan

Kantor Pusat

Newark, California, USA

Didirikan

2007

Karyawan

7,000+

Situs Web

lucidmotors.com

Gambaran umum sektor — EV / 배터리

Berita sektor