The new crown epidemic shrouded the world, bringing a considerable degree of impact to various industries, recently Rivian CEO Robert Scaringe issued a warning to the electric vehicle industry, in the face of the upcoming battery shortage, the impact of the market impact will be much greater than the current chip shortage, electric vehicle market demand and growth has exceeded the expectations of the entire industry, the current total output of global electric vehicle batteries is less than 10% of the demand in the next 10 years.
With its first production car 11 years after its inception, the Rivian looks forward to the future
For Taiwanese consumers, Rivian may be relatively unfamiliar, this founded in 2009 in the United States new electric vehicle manufacturer, the current main products for the multi-functional pure electric sports R1S and pure electric pickup R1T, the main U.S. and Canadian markets, compared to the bold innovation, optimistic face of the market of the U.S. electric vehicle factory Tesla, Rivian whether the CEO style or its products are more pragmatic; Amazon, a well-known retailer, has previously said that it has ordered more than 100,000 electric vans with Rivian, and it has also been rumored that Ford will work with Rivian to develop new products, whether it is brand, product or business method, it has received the attention of major international brands.
The development speed of electric vehicles has exceeded industry expectations
At present, countries around the world have implemented a new generation of energy vehicles, traditional fuel vehicles gradually declined and may even be discontinued in the future into history, 2022 can be called the first year of electric vehicle development, most car manufacturers are full of efforts to launch electric products, especially the higher the degree of electronicization of electric vehicles and on-board systems, the evolution time will be greatly shortened, into the pure electric vehicle traffic environment, perhaps not 50 years later, but in the nearly 20 years the world will face.
Tesla, the leader of electric vehicles, is preparing to face the battery shortage in advance
Electric vehicle factory leader Tesla was established in 2003, longer than Rivian's 2009, Tesla fully engaged in electric vehicle ecology, real-time grasp of market trends, for product research and development, raw material production and other issues, even as early as 9 years ago CEO Elon Musk has announced the Nevada gigafactory plan, and signed a long-term cooperation agreement with the battery manufacturer Panasonic, in addition to self-produced batteries, is currently the world's largest battery supplier CATL Catalonia is a major customer, so the battery shortage has less impact on Tesla than other start-up electric vehicle factories.
In the face of raw material shortages, how Rivian responds in the future is key
In order to maintain a stable battery capacity, Rivian signed cooperation agreements with a number of battery suppliers, and although there was a shortage of chips and battery raw materials, the annual production volume was revised down to 25,000 units, and it continued to develop electric vehicle products and seek ways to obtain raw materials; If we can reduce the situation that production is dominated by suppliers by putting into production by ourselves, how to face the rapidly rising electric vehicle market in the future, or even compete with Tesla, which is also an American brand, remains to be seen by the market.
The lack of chips is just a piece of cake, and the lack of batteries is the real dilemma
For the overall car market chip shortage may only be the beginning of the dilemma, in the face of the rapid development of electric vehicles at the same time, from the perspective of the car factory, the next 10 years will be quite challenging, the traditional car factory is facing brand, product transformation and even breakthroughs in car technology, can not let consumers pay, and in the future market survival will be the key, new car factories and electric vehicle brands In addition to continuous product technology and software refinement, but also face the shortage of chips and battery raw materials, It is necessary to find the appropriate satellite partners as a strong backing in order to go long in the rapidly changing automotive market.