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Compact EV SUV space getting crowded - BMW iX3, Volvo XC60, Polestar 3, Model Y, R2

carsly

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I've been following the reviews on the new entrants - the BMW iX3 and now the Volvo XC60.

BMW: in my eye, borrows too many styling cues from the iX (which I really don't like, inside or out) and tries to paste them onto a BMW X3 body (which I really do like). I owned a 2005 BMW X3 for three years (as well as a Macan S and Model Y Performance) so I get this form factor for daily/family utility, parking convenience and even shorter road trips. In Europe, this is even more true since mega-SUV's and daily driving pickups are not a thing. However, BMW's app connectivity and updates are weak - my 2023 X5 M just received it's first, and only, software update. To use PaaK you have to open Apple wallet, activate the BMW digital key, and then hold your phone next to the door handle to unlock it. WTF? Maybe it's better on newer models, but between that and the confused iDrive UI/UX that feels like it was built by 8 teams who never spoke to one another I think this will appeal to BMW owners, and that's about it.

Volvo/Polestar: I owned a Polestar 2 back in 2022 so really wanted to like the brand. Vehicle styling was fantastic, would get looks everywhere and people would ask what it was. Interior though was rental car grade - I don't want to sit on recycled plastic seats as I"m trying to avoid getting more plastic absorbed into my body. The seat were a bit too firm, foot box was super narrow and don't get me started on the software which, gently put, had issues. Phone as a Key worked 90% of the time which wasn't bad for back in the day. Handling was really quite good, better than the Model Y. Don't get me started on CCS charging with Electrify America. I think I was able to use my 'free EA charging' three times - most of the times the dispensers were broken, severely derated or had massive lines since most EA stations I ran into only had four stalls with 1-2 always out of commission and the remainder derated or subject to an ID.4 charging to 100%. I had a pre-order for a Polestar 3 (cancelled it) and XC90 (cancelled that too). Ultimately the recurring software fails and poor hardware/software integration have kept me from going back. I hope Volvo/Polestar figures it out - they design nice, safe, vehicles but need to get better about delivering a reliable integrated package.

Model Y: hard to avoid this. Not a fan of the bubbly styling but I owned a 2023 Model Y Performance for a year that I bought used. It. Just. Worked. App worked brilliantly, phone as a key was perfect, the car never set a wheel wrong and it had tons of storage space. Seats were okay, too plastiicy for me and the material didn't breathe at all which caused a lot of back sweat. Maybe TMI. The 2025+ refresh looks really quite good, fixed the seat issue with perforation and ventilation in the front and Supercharger plug-and-play access is the way it should be everywhere.

R2: can we talk about back seat room? wow! It looks to have more rear seat room than anything else in this class and probably even than R1S. With three teenagers who seem to grow by the minute rear leg room is key and R2 seems to have it in spades. Rivian's software continues to get better, and more stable, but it still has room to go. Missing blind spot cameras, issues with the backup camera, noticeable lag in the camera feeds, etc. aren't uncommon in my supposedly optimized 2025 Gen 2. With yet another fork in the code (R1 Gen 1 vs R1 Gen 2 and now R2) due to different steering wheel controls and different hardware (cameras/sensors, etc.) I wonder if this will make Rivian code less reliable since they are amortizing their software investments over a relatively small base of vehicles - tens of thousands a year vs a million+ for Tesla. Maybe the VW deal will help, or maybe it will cause even more problems with more vehicle platforms and configurations to design for and support. I'm optimistic, but realistic. Not looking to get a first-year R2 despite having an early reservation.

I'm sure we'll see more entrants into this compact EV SUV space. How do all of you see these stacking up on price/features/value/customer segments and are there enough annual sales to go around or do margins get competed away and the weakest players financially fade away? Yes, I omitted the GM EV's (including the Honda Prologue, which has found a niche). Choices are good, more choices are better. I do worry for Rivian that what looked like white space attacking Model Y has turned into a much more confused picture. Winning customers with a new brand and limited service footprint won't be easy.
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DuoRivian

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Nice overview and the Lucid Earth is expected by the end of the year with a rumored press showing in March.

The market has certainly changed since the R2 was revealed nearly two years ago. Several high quality and better technically specced vehicles to compete against at a similar price.
 

mkg3

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..The market has certainly changed since the R2 was revealed nearly two years ago....
Agree.

The problem Rivian has is that they revealed R2 so long ago that other automakers have had a target to exceed.

Also, by the time R3/3X comes along, there will be other hot hatch EVs with better specs and performance.
 

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You also have the Subaru Trailseeker and Toyota bZ Woodland coming out soon (on the lower-end). We'll also have to see what happens with the Jeep Recon...

Honestly though, I've been somewhat surprised by the pricing of the (normal) Toyota bZ. Toyota is offering a $5k cash incentive, that combined with a reasonable dealer discount, and you're looking at ~$35k for a pretty competent brand new compact AWD EV SUV given all the revisions they made for 2026. That makes it cheaper than a comparable RAV4.
 
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carsly

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You also have the Subaru Trailseeker and Toyota bZ Woodland coming out soon (on the lower-end). We'll also have to see what happens with the Jeep Recon...

Honestly though, I've been somewhat surprised by the pricing of the (normal) Toyota bZ. Toyota is offering a $5k cash incentive, that combined with a reasonable dealer discount, and you're looking at ~$35k for a pretty competent brand new compact AWD EV SUV given all the revisions they made for 2026. That makes it cheaper than a comparable RAV4.
Great adds, I also inadvertently omitted the Ioniq 5 and Chevy Blazer EV.

Hopefully the new bZ has more than the sub-200 miles of range of the prior generation. Well, that and maybe the wheels won't fall off!
 

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The Volvo Cross Country is a 2028 model planned for late 2027 - still two years out. By then R2 will have a second generation.
 

drivetorun

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Great adds, I also inadvertently omitted the Ioniq 5 and Chevy Blazer EV.

Hopefully the new bZ has more than the sub-200 miles of range of the prior generation. Well, that and maybe the wheels won't fall off!
Yeah, the 2026 bZ (regular/non-Woodland) has a ~290mi range when equipped with AWD -- that's the one you could get for ~$35k now. They offer two FWD options: one with ~230mi of range; another with ~310mi. They also improved the motors so acceleration and efficiency is better, and DC charging speed (not great, but at least it's now 150kw).

Anyway, it seems like one that would actually serve quite a few people, but I think the 1st Gen of it was so bad, it'll be hard for them to overcome the perception.
 

UnsungZero_OldTimeAdMan

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Crowded? Not even close. And these are not "compact". They are mid-size. Overwhelming majority of car sales, regardless of powertrain, is mid-sized CUVs. And total BEV sales, regardless of category/size, aren't even breaking 10%.

Not crowded. Just more options for the consumer—of different brand equity, packaging, branding, aesthetics and form factor. Exactly what consumers have been asking for. Also exactly what RJ spoke of, ad nauseam, when asked by media of the threat of increasing competition.

Kia EV2 is compact and they have no plans to sell it in the US. Compact category has historically never been successful in the US. Not consistently anyway, only when oil prices spike.

Rivian will be fine. It's a new brand without baggage of legacy brands. Their "approachable" design direction is distinctively different from all others. Yes, it's polarizing for some, but those are sheeple want their cars to look just like everyone else's—angry and aggressive for no reason (and they'd never make it as a Rivian owner anyway). Rivian's software, flaws and all, is more cohesive than others. The only miss is the 400V architecture. But, honestly, only EV nerds know what that means and care about it.
 
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The 2026 Subaru Solterra AWD is also under $40K and greatly improved. Very similar to the Toyota bz and about the same size as the R2. Not as premium though but less expensive.
 

UnsungZero_OldTimeAdMan

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The 2026 Subaru Solterra AWD is also under $40K and greatly improved. Very similar to the Toyota bz and about the same size as the R2. Not as premium though but less expensive.
Anyone who buy EVs from companies who are very vocal about their skepticism towards EVs... God help them.
 
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Crowded? Not even close. And these are not "compact". They are mid-size. Overwhelming majority of car sales, regardless of powertrain, is mid-sized CUVs. And total BEV sales, regardless of category/size, aren't even breaking 10%.

Not crowded. Just more options for the consumer—of different brand equity, packaging, branding, aesthetics and form factor. Exactly what consumers have been asking for. Also exactly what RJ spoke of, ad nauseam, when asked by media of the threat of increasing competition.

Kia EV2 is compact and they have no plans to sell it in the US. Compact category has historically never been successful in the US. Not consistently anyway, only when oil prices spike.

Rivian will be fine. It's a new brand without baggage of legacy brands. Their "approachable" design direction is distinctively different from all others. Their software, flaws and all, is more cohesive than others. The only miss is the 400V architecture. But, honestly, only EV nerds know what that means and care about it.
They are the length of the Mazda CX50, RAV4 etc so are by market segment defined as compact CUVs. Midsize would be a Highlander (>190 inches).
 

DuoRivian

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The Volvo Cross Country is a 2028 model planned for late 2027 - still two years out. By then R2 will have a second generation.
The main EX60 is out in a few months with the RWD version by end of year. If the Cross Country is a 2028 model (not see that) it could still be early 2027 potentially. Not much changes - new bumper and air suspension.
 

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The main EX60 is out in a few months with the RWD version by end of year
Yeah but this thread is not comparing the base model to the R2, it's comparing the cross country, which is two years away
If the Cross Country is a 2028 model (not see that) it could still be early 2027
The official announcement says 2028 model being released "summer" of 2027. I'm calling that late 2027, because it would be foolish to believe that means early 2027. You've posted in that other thread about the announcement ...
https://www.rivianforums.com/forum/...ry-has-something-the-rivian-r2-doesn’t.55150/

My point is, compare apples to apples - compare the R2 to the base EX60 model, which is coming out "soon", not to the much more expensive much more capable model that isn't being released for at least 18 months, maybe more. I wouldn't take the base model off road with that low ground clearance, so I don't really see it as a direct R2 competitor.
 

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The more entrants the merrier. These companies aren't competing for a fixed pie, they're competing for pieces of an expanding pie.

It's like when I used to work at a well known debit/credit card company. We rarely viewed ourselves as competing against other credit card companies. We were competing against cash and checks.

Each new EV entrant is more competing against gas cars from the same brand than other EV's.
 

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Yeah but this thread is not comparing the base model to the R2, it's comparing the cross country, which is two years away

The official announcement says 2028 model being released "summer" of 2027. I'm calling that late 2027, because it would be foolish to believe that means early 2027. You've posted in that other thread about the announcement ...
https://www.rivianforums.com/forum/threads/the-volvo-ex60-cross-country-has-something-the-rivian-r2-doesn’t.55150/

My point is, compare apples to apples - compare the R2 to the base EX60 model, which is coming out "soon", not to the much more expensive much more capable model that isn't being released for at least 18 months, maybe more. I wouldn't take the base model off road with that low ground clearance, so I don't really see it as a direct R2 competitor.
I saw later on the plans for summer 2027 for the cross country.

the title of this thread is iX3, EX60 etc - not specifically cross country!
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