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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Products & Revenue

Product Revenue Share

Revenue Breakdown ($5.5B)

Static data (loading live financials…)

Vehicle Sales (88%)

Regulatory Credits (5%)

Other (Services, Accessories) (7%)

Segment Breakdown & Key Customers

Product Details

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

Supply Chain Relationships

Key Customers

Amazon.com (AWS)

Amazon EDV delivery vans

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

Key Suppliers

LG Energy Solution

Cylindrical battery cells

Impact: Critical — primary battery supplier

ON Semiconductor

SiC power electronics

Impact: Medium

Competitors

Tesla, Inc.

Electric trucks (Cybertruck vs R1T)

Impact: Primary EV competitor

Macro & Market Context

EV / 배터리Sector News

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

Upcoming Catalysts

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

Latest News

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AI Analysis

Click "Get AI Analysis" for an AI-powered supply chain analysis of Rivian Automotive.

Company Info

Headquarters

Irvine, California, USA

Founded

2009

Employees

16,700+

Website

rivian.com

Sector Overview — EV / 배터리

Sector News