Ford (et al) versus Rivian 2022 deliveries & production numbers: no small accomplishment

[JJE]

Looking at production statistics for EV SUVs and trucks in the US last year, compared to the non-Tesla incumbents, the significance of Rivian's accomplishment seems greatly underappreciated in the popular press. Rivian was very much in the game.

Rivian, a start-up, hit its 2022 target of producing 25K units in 2022. Deliveries hit 20,332 vehicles.

Ford delivered only 15K Lightnings last year, despite all its resources and experience.

Ford Mach E sales totaled 39,458.

GM managed to sell fewer than 1,000 Hummers.

Start-up Rivian EV deliveries in 2022 exceeded each of the incumbent Europeans, including giant VW. If one treats VW and Audi as one entity, Rivian's US deliveries of EVs were only slightly behind total deliveries by the European automotive giant. Not bad.

Audi: ~ 16,177
VW: ~ 11,000 (through Q3)
BMW: 15,584
Mercedes: ~8,000
Volvo: ~7,000

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[Riviot]

Rivian, a start-up, hit its 2022 target of producing 25K units in 2022.

Please include the mix of R1T, R1S, and EDV.

Apples to apples.

 

[JJE]

Rivian does not break out its sales by model. My understanding is that the EDV sales were very limited.

Per Rivian:

• 2022 Production: 24,337 (up from 1,015 in 2021)
• 2022 Deliveries: 20,332 (up from 920 in 2021)

 

[jjswan33]

Yeah. For example Ford sold ~5k eTransits in 2022. So your comparison is really:

Ford: 15k (Trucks) 40k (SUVs) and 5k (Vans) = ~60k vs Rivian's 24,337.

That said for the year I would be surprised if Rivian wasn't above 15k for trucks alone, so they are winning on that front but I suspect Ford will ramp quicker.

Rivian may be winning in Vans too but hard to say.

 

[JJE]

The key point to me isn't necessarily that Rivian is "winning" but that it is very much in the game against the established incumbents, even with the supply chain challenges everyone faced.

 

[COdogman]

The legacy manufacturers have not had it easy trying to make EVs either. Supply chain issues and inflation have hit everyone hard. Ford has made mistakes with the Mach-E and GM's struggles with the Hummer are well documented. Rivian is still in the forest but they are doing an admirable job trying to get this thing off the ground.

 

[SoCal Rob]

Yeah. For example Ford sold ~5k eTransits in 2022. So your comparison is really:

Ford: 15k (Trucks) 40k (SUVs) and 5k (Vans) = ~60k vs Rivian's 24,337.

That said for the year I would be surprised if Rivian wasn't above 15k for trucks alone, so they are winning on that front but I suspect Ford will ramp quicker.

Rivian may be winning in Vans too but hard to say.

Does anyone outside Ford’s marketing department count the Mach E as an SUV? I like the Mach E but to me, it’s a stretch to even call it a CUV.

 

[jjswan33]

Does anyone outside Ford’s marketing department count the Mach E as an SUV? I like the Mach E but to me, it’s a stretch to even call it a CUV.

Not really going to argue with you there but its no less an SUV than an EV6 or a Model X/Y IMO. You could easily make the argument that the R1S is the only real EV "Sport" Utility Vehicle.

 

[JJE]

I agree - I threw in the Mach E stats to avoid being accused of exaggeration.

But again, it puts Rivian's accomplishment in perspective to see that Ford was only able to churn out about 40k Mach Es.

My post was triggered by all the negative press of late about Rivian and its challenges. While Rivian is not out of the woods by a long shot, the articles lacked context and perspective.

 

[DuoRivians]

Financial markets, press, people love being naysayers than supporters. Even Tesla fans are amongst the naysayers--although I'd expect they'd understand first hand the struggles of a new entrant and honestly, be more supportive of Rivian.

 

[SoCal Rob]

Not really going to argue with you there but its no less an SUV than an EV6 or a Model X/Y IMO. You could easily make the argument that the R1S is the only real EV "Sport" Utility Vehicle.

I’m sure I’m too old-school in my thinking of what constitutes an SUV (truck-based platform like Bronco/Tahoe/R1S or unique platform targeted at off-road or extreme foul weather like Wrangler and most Land Rover products) or a CUV (car-based platform converted into something that looks like an SUV like Escape/Bronco Sport or Explorer). Anything with less ground clearance than a typical CUV I’d call wagons, like the E-GMP triplets and Mach E. The marketing folks would probably yell at me for using the wagon term, but I happen to like wagons so I don’t see it as a bad thing.

 

[Tahoe Man]

Let's be realistic, the production that Ford will do for their F150 alone, will dwarf Rivian.

 

[ohseedee]

The key point to me isn't necessarily that Rivian is "winning" but that it is very much in the game against the established incumbents, even with the supply chain challenges everyone faced.

While very impressive numbers to be sure, but the game is making a profit off those build numbers, which I imagine the incumbents are and Rivian is no where near. But I'm certainly routing for them.

 

[COdogman]

I’m sure I’m too old-school in my thinking of what constitutes an SUV (truck-based platform like Bronco/Tahoe/R1S or unique platform targeted at off-road or extreme foul weather like Wrangler and most Land Rover products) or a CUV (car-based platform converted into something that looks like an SUV like Escape/Bronco Sport or Explorer). Anything with less ground clearance than a typical CUV I’d call wagons, like the E-GMP triplets and Mach E. The marketing folks would probably yell at me for using the wagon term, but I happen to like wagons so I don’t see it as a bad thing.

You are not imagining things. There are more frankenwagons than ever now:
https://jalopnik.com/every-car-looks-like-this-thanks-to-a-gigantic-regulato-1849837803

 

[VSG]

Let's be realistic, the production that Ford will do for their F150 alone, will dwarf Rivian.

That's what everyone was saying this time LAST YEAR.

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