Rivian - OEM Profile

Rivian is a strategically important EV OEM with outsized relevance to fleets and commercial electrification. While smaller than legacy automakers, Rivian matters in ElectronsX because it has delivered purpose-built fleet platforms at scale, operates modern EV-first architectures, and sits at the intersection of consumer trucks/SUVs and commercial delivery deployments.

Parent: Rivian Automotive, Inc.

Country: United States (HQ: Irvine, California)

Symbol: RIVN (NASDAQ)

Subsidiaries / Key Units:

• Rivian Commercial Van program (EDV platform)
• Rivian Adventure Network (charging)
• Software and connected vehicle platform teams

Vertical Integration: Medium-to-high for a young OEM — vehicle engineering, software, and pack/system integration are core; cell supply is primarily partner-sourced.

Sectors and Assets

Sectors are the organizing layer; key assets are nested under each sector for fast scanning and print-friendly layouts.

Vehicles & Mobility

• Consumer: R1T pickup, R1S SUV
• Future platforms: R2 program (mass-market expansion)

Fleet & Commercial Vehicles

• Electric Delivery Van (EDV) platform (fleet-focused)
• Commercial serviceability and uptime programs (fleet-dependent)
• Upfit ecosystem and fleet configuration pathways

AI, Compute & Software

• Connected vehicle data platform and OTA (over-the-air) updates
• Driver assistance and vehicle software stack evolution (platform-dependent)
• Fleet telemetry and remote diagnostics for commercial deployments

Charging & Infrastructure

• Rivian Adventure Network (fast charging, region-dependent)
• Rivian Waypoints (destination charging)
• Home charging ecosystem

Energy & Storage (Adjacency)

• Battery pack integration and thermal management capabilities
• Energy services and stationary products are not the current center of gravity (MVP scope)

Manufacturing Systems

• EV-first manufacturing strategy centered on scalable platforms
• High integration between vehicle design, software, and production ramp

Platforms / Patents (Selected)

Only the most differentiating platforms and architectures for MVP.

• Skateboard EV architecture with integrated pack and thermal systems
• Fleet-first van platform engineering (commercial duty cycle focus)
• OTA-first software architecture (continuous improvement loop)
• Next-gen platform roadmap (R2) aimed at cost-down and volume scale

Manufacturing Facilities (Abridged)

Major vehicle and platform assets relevant to the electrification stack.

United States

• Normal, Illinois — primary vehicle manufacturing (R1 and EDV programs)
• Georgia (planned/previously announced) — next-gen manufacturing expansion (program-dependent)

Tier 1 Suppliers / Strategic Partners

Partners that materially affect Rivian’s cell supply, fleet deployments, and charging access.

Batteries

• Major cell suppliers (program-dependent)
• Battery materials and component ecosystem via Tier-1s (program-dependent)

Fleet Customers / Partners

• Major delivery and logistics fleets (deployment-dependent)
• Upfitters and fleet service partners

Charging / Infrastructure

• Regional charging interoperability partners (market-dependent)
• Grid and site partners for network expansion

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