R.J. Scaringe, CEO and founder of Rivian, chats during an Automotive Press Association event on Monday.Bill KoenigThe founder of electric-truck maker Rivian sounded optimistic about his company’s prospects despite headwinds facing EVs generally.“I’ve never been more confident than I am today,” R.J. Scaringe, Evanian’s CEO said at a Monday event by the Automotive Press Association held at a company facility in the Detroit suburb of Plymouth, Michigan.“I’ve never been more bullish.”The $7,500 federal EV credi ...

And this doesn't mean that they're necessarily going to change the current design, the R one. They're just thinking about a new door handle for the R two, which is now yet tracks what we're talking about. And what you need to know is that in the AR two, which is their next gen vehicle going into production at some point in the first half of next year, there's been a rethink on the manual latch or release that a passenger in the front or rear seats would need to use in the event that the electric system lose ...

And this doesn't mean that they're necessarily going to change the current design, the R one. They're just thinking about a new door handle for the R two, which is now yet tracks what we're talking about. And what you need to know is that in the AR two, which is their next gen vehicle going into production at some point in the first half of next year, there's been a rethink on the manual latch or release that a passenger in the front or rear seats would need to use in the event that the electric system lose ...

Breaking news from Bloomberg Tech's Ed Ledllo. He is reporting that Rivian is reworking its doors after employees and customers raised concerns over potential safety issues with the current design in the R2, which is their nextG vehicle going into production at some point in the first half of next year. There's been a rethink on the manual latch or release that a passenger in the front or rear seats would need to use in the event that the electric system loses power.And what sources told us is that on their ...

Group 1: Company Overview - Rivian is constructing a $5 billion plant aimed at scaling global production, with an initial focus on launching the R2 model in Illinois [1][2] - The new facility is designed to produce 400,000 units, with significant site work and infrastructure already established [2] Group 2: Market Demand and Sales - There is an anticipated dip in EV sales starting next quarter, affecting the entire industry, but Rivian remains optimistic about long-term demand for EVs, particularly for the R2 model priced at $45,000 [3][4] - Rivian believes that the R2 will appeal to consumers due to its comfort and off-road capabilities, capturing the essence of the R1 vehicle at a lower price point [4] Group 3: Supply Chain and Raw Materials - Rivian is dependent on raw materials from China, particularly heavy rare earth metals, and is actively working with the U.S. administration to secure trade relationships [5][6] - The company is also exploring technologies to produce motors without heavy rare earth metals, which could mitigate supply chain risks [8] Group 4: Supplier Health and Challenges - Rivian has faced challenges with its supply base, particularly with tier 2 and tier 3 suppliers, but has implemented a robust process to assess supplier health for the R2 production [10] - The company is focused on ensuring that its supply chain is ready to ramp up production effectively [10] Group 5: Government Relations and Funding - Rivian maintains a strong partnership with the Department of Energy, emphasizing the administration's goal to create jobs in the U.S. and support technological leadership [12] - The company has secured a significant joint venture and software supply agreement with Volkswagen, highlighting the strength of its technology [13]

Group 1: Market Activity - The humanoid robot sector experienced a significant surge, with companies like Hanwei Technology rising by 20% and Sileck by 14.16%, among others reaching the 10% limit up [1][5] - Tesla's CEO Elon Musk indicated that approximately 80% of Tesla's value will come from the Optimus robot, highlighting the importance of this segment for the company's future [2][5] Group 2: Production and Development - Tesla's Optimus Gen 3 is expected to enter mass production by 2026, with a target of producing 1 million units within five years [2] - The anticipated production volume for the Gen 3 model is estimated to be between 30,000 to 50,000 units [2] Group 3: Domestic Market Dynamics - Domestic robot manufacturers are securing significant contracts, such as UBTECH's 250 million yuan order for humanoid robots from a well-known domestic enterprise [3] - Companies like Yushu Technology and Zhiyuan Robotics are accelerating their market expansion and capital processes, with Yushu planning an IPO by late 2025 [3] Group 4: Industry Investments - Major players like JD.com and Ant Group are investing in humanoid robotics, with JD focusing on supply chain applications and Ant launching its first humanoid robot, R1 [4][5] - Haier Group and Midea Group are also advancing their robotics business, with Haier investing in industrial robots and Midea integrating AI technology into its products [5] Group 5: Market Potential - The global humanoid robot market is projected to grow from $2.03 billion in 2024 to $13.25 billion by 2029, with a compound annual growth rate of approximately 45.5% [6] - The Chinese humanoid robot market is expected to reach 38 billion yuan by 2030, with sales increasing from 4,000 units to 271,200 units [6]

华鑫证券近日发布汽车行业周报：马斯克All-In峰会上再次强调灵巧手，关注Q4特斯拉 机器人产业链行情。马斯克表示其投入在Optimus上的思考精力，可能比其他任何单一项目 都多。成本方面，当年产量达到100万台时，Optimus边际生产成本大概在2万美元左右，其 中AI芯片本身可能就要5至6千美元。价格具体取决于AI芯片的成本，以及执行器的效率。 以下为研究报告摘要： 投资要点 灵巧手和前臂仍然是Optimus工程难度最大的部分。人类的手是极其精妙的进化成果。 驱动人手的大部分肌肉在小臂上，小臂上的肌肉牵动韧带，完成对手的控制。人手大约有 27、28个自由度，Optimus每只手臂有26个执行器（包括电机、齿轮箱和电控等），要让机 器人成为真正的通用人形机器人，必须解决"手"的问题。 投资建议：我们认为今年Q4机器人主线行情仍然由T引领，关键节点在于Optimus Gen3 发布，其优秀产品力有望充分提振明年机器人量产预期，板块进入新品发布&量产指引双重 催化带来的上升行情。（1）Tier1厂商推荐新泉股份、嵘泰股份、德昌电机控股;（2）近期 机器人业务可能有进展的公司包括凯迪股份、开特股份、模塑科技。 蚂 ...

Group 1 - The R2 vehicle is generating significant attention, with many people expressing interest in it, highlighting its visual appeal and packaging [1] - The CEO of Rivian, Robert Scaringe, notes that the R2's scale is better appreciated when compared to other vehicles, such as the R1, indicating a positive reception among potential customers [2] - The R2 is being used in practical scenarios, such as school pickups, which showcases its functionality and appeal to families [2]

Rivian Automotive FY Conference Summary Company Overview - **Company**: Rivian Automotive (NasdaqGS:RIVN) - **Date of Conference**: September 11, 2025 Key Industry Insights - **Electric Vehicle Market**: Rivian is focused on expanding its presence in the electric vehicle (EV) market, particularly with the upcoming R2 model, which is expected to provide a compelling alternative to existing options like Tesla's Model 3 and Model Y [7][32][90]. Core Points and Arguments 1. **R2 Vehicle Launch**: The R2 program is a significant focus for Rivian, incorporating lessons learned from previous models to enhance manufacturability and cost optimization. The vehicle is set to launch with advanced technology for autonomy and is priced starting at $45,000 [7][13]. 2. **Autonomy and AI Development**: Rivian is investing heavily in its autonomy platform, with plans to demonstrate advancements in AI and self-driving capabilities by the end of 2025. The company aims to expand hands-free driving features significantly by 2027-2028 [20][21][27][79]. 3. **Supply Chain Challenges**: Rivian faced challenges related to rare earth metals due to export controls from China, impacting production. The company is working with the U.S. government and other firms to establish new supply chains for these materials [29][30][95]. 4. **Market Dynamics**: The removal of greenhouse gas credits and consumer tax credits is expected to create short-term headwinds for Rivian. However, this may also lead to a less competitive pricing environment, allowing Rivian to better position its products [30][31][98]. 5. **Production Readiness**: Rivian has made significant progress in preparing for R2 production, with over 99% of parts sourced and production tooling completed. The company is focused on ensuring supplier readiness to support increased volume [36][40][41]. 6. **Partnerships and Technology Licensing**: Rivian's partnership with Volkswagen Group is crucial for demonstrating the scalability of its technology. This collaboration is expected to enhance Rivian's position as a technology provider in the automotive industry [52][58][65][66]. Additional Important Insights - **Consumer Choice**: Rivian emphasizes the need for more compelling choices in the EV market, arguing that the current lack of options limits overall adoption rates. The R2 is positioned to fill this gap [90][91]. - **Market Positioning**: Rivian aims to differentiate itself through unique vehicle attributes and advanced technology, which it believes will attract customers currently loyal to traditional combustion vehicles [91][92]. - **Future Outlook**: The company is optimistic about the R2's potential to drive EV adoption in the U.S., especially as it offers a different form factor and brand presentation compared to existing options [32][90]. This summary encapsulates the key points discussed during the Rivian Automotive FY Conference, highlighting the company's strategic focus on the R2 vehicle, advancements in autonomy, supply chain management, and market positioning within the electric vehicle industry.

Core Insights - The R2 product is positioned as a crucial future offering for the company, representing a significant shift in its product strategy and market approach [1][2] - The company has reported over 100,000 nonbinding preorders for the R2, indicating strong initial demand and interest in the product [1] - The R2 is expected to broaden the customer base significantly due to its lower starting price of $45,000 compared to the flagship R1, which has an average selling price of around $90,000 [2] Demand Assessment - The company is optimistic about the demand for the R2, viewing it as an inflection point that will enable higher production volumes and better coverage of fixed costs [2] - The transition from the R1 to the R2 is seen as a strategic move to connect with a wider audience and enhance brand visibility [2]