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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产品与营收

产品营收占比

营收构成 ($5.5B)

静态数据（加载实时财务…）

Vehicle Sales (88%)

Regulatory Credits (5%)

Other (Services, Accessories) (7%)

业务板块构成与主要客户

产品详情

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

供应链关系

主要客户

Amazon.com (AWS)

Amazon EDV delivery vans

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

主要供应商

LG Energy Solution

Cylindrical battery cells

影响: Critical — primary battery supplier

ON Semiconductor

SiC power electronics

影响: Medium

竞争对手

Tesla, Inc.

Electric trucks (Cybertruck vs R1T)

影响: Primary EV competitor

宏观与市场背景

EV / 배터리行业新闻

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

近期催化剂

◆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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企业信息

总部

Irvine, California, USA

成立时间

2009

员工人数

16,700+

官网

rivian.com

行业概况 — EV / 배터리

行业新闻