Rivian Automotive

RIVNintermediary

Rivian Automotive designs and manufactures electric adventure vehicles (R1T pickup, R1S SUV) and electric delivery vans for Amazon. It operates its own manufacturing plant in Normal, Illinois, and is developing a next-generation platform to achieve profitability.

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製品と売上

製品別売上シェア

売上内訳 ($5.5B)

静的データ（リアルタイム財務ロード中…）

Vehicle Sales (88%)

Regulatory Credits (5%)

Other (Services, Accessories) (7%)

セグメント構成と主要顧客

製品詳細

R1T Electric Pickup35%

Adventure-oriented electric pickup truck

R1S Electric SUV30%

Three-row electric SUV built on the R1 platform

Electric Delivery Vans (EDV)25%

Custom electric delivery vans built for Amazon

サプライチェーン関係

主要顧客

Amazon.com (AWS)

Amazon EDV delivery vans

影響: Critical — Amazon owns ~17% stake and ordered 100K vans

主要サプライヤー

LG Energy Solution

Cylindrical battery cells

影響: Critical — primary battery supplier

ON Semiconductor

SiC power electronics

影響: Medium

競合他社

Tesla, Inc.

Electric trucks (Cybertruck vs R1T)

影響: Primary EV competitor

マクロ・市場概況

EV / 배터리セクターニュース

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

次の主要イベント

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

AI分析

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企業情報

本社所在地

Irvine, California, USA

設立

2009

従業員数

16,700+

ウェブサイト

rivian.com

セクター概況 — EV / 배터리

セクターニュース