When will R1 get Gen 3 hardware?

[922110]

Better cooling needs to apply electronics, battery and motors. Yardstick should be the new Cayenne. 400KW sustained charging to achieve 15mns 10-80 is the new benchmark. That's what should be expected from a luxury SUV in 3-4 years when gen3 should be released

I'd like to see this too.

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[922110]

Wouldn’t one rather have 800V and less “off road capabilities?”

Sure, it's called Lucid Gravity, but I'm not into minivans.

 

[Hereforthesnacks]

Yes, correct. Mainstream in USA is what I'm speaking on. Not just some expensive Porsche or BMW or luxury brand.

We are down to 20-25 minutes for 10-80% in mainstream US. By 2030 we will be pushing sub 20 minutes for sure.

 

[Hereforthesnacks]

Sure, it's called Lucid Gravity, but I'm not into minivans.

I was more thinking of the R2 consumer, who will not be taking it off road. Drop off road spend and increase charging and battery spend. Make the car the consumer wants, but keep the price from exploding.

 

[TexasBob]

True but BYD owns the entire stack from cells to vehicle and operate at huge scales with huge subsidies (their finances are pretty bad). The CCP/BYD/Geely etc are playing for market share, not profits, Rivian can't do that.

Two of those companies are profitable. Only the one "playing for profits" is not. I do not think this is a "CCP" issue. I think there are very smart, very capable companies and engineers that have out-competed their US peers. And I think that rather than saying "old is good enough" we need to say we are going to work harder and smarter to bring world class to the table. But, hey, just one man's opinion.

 

[narmstrong79]

Not until at least 2029, R2 is the priority , When the GA plant is open and can handle much of the R2 manufacturing demand. I could see them revamping Normal to build the next gen R1s with the cost savings and hardware they learned for R2.

Also, I could see the R1 platform going the route of the Model X and S. R1T/EV Pick-up sales are not good, and R1S has a lot of competition in the limited 3-row market segment. I would love to see an R1 with no air suspension , maybe a lower grade interior.

 

[Chinna]

I liked everything in lucid Gravity (charging speed, range, 2nd and 3rd row space) expect minivan look. If R1s Gen 3 have all these I will buy otherwise no(2nd & 3rd row space is too tight in R1s )

 

[922110]

Two of those companies are profitable. Only the one "playing for profits" is not. I do not think this is a "CCP" issue. I think there are very smart, very capable companies and engineers that have out-competed their US peers. And I think that rather than saying "old is good enough" we need to say we are going to work harder and smarter to bring world class to the table. But, hey, just one man's opinion.

BYD is hemorrhaging cash despite record sales - Berkshire/Buffet has sold its stake in BYD, Geely is starting to sell stakes in Volvo/Polestar to free up cash after disappointing sales, hardly the most rosy outlook. I think they are smart with capable engineers too but much of their price competitiveness has come from huge state subsidies, everything from below market electricity costs for running factories to interest free loans. CATL, the battery giant is sitting on huge factories with huge capex that are completely underutilized. Part of China's export lead EV sales boom is basically from China overbuilding battery and EV capacity and needing to offload production, that is not good. It's going to have serious repercussions but this gets us way off topic.

Just to be clear, I welcome competition, there's just a darker side to China's success.

 

[922110]

Not until at least 2029, R2 is the priority , When the GA plant is open and can handle much of the R2 manufacturing demand. I could see them revamping Normal to build the next gen R1s with the cost savings and hardware they learned for R2.

Also, I could see the R1 platform going the route of the Model X and S. R1T/EV Pick-up sales are not good, and R1S has a lot of competition in the limited 3-row market segment. I would love to see an R1 with no air suspension , maybe a lower grade interior.

They are going to not upgrade the R1 until 2029? What planet are you living on? I would bet the house that this is flat out incorrect.

A lot of the previously discussed upgrades, 2nd gen heat pump, steering wheel, drive compute should be close to drop in upgrades. This doesn't require a ground up redesign, it doesn't even require new engineering, simply integration.

R1S doesn't have much competition, name me one other full size off road SUV? I can't name one. Every one I can name is closer to a cross over or much smaller. The R1T selling in small numbers is not a huge issue as it shares the same platform as the R1S so the cost to make both models is not as drastic a difference as say Model S and X.

 

[922110]

I liked everything in lucid Gravity (charging speed, range, 2nd and 3rd row space) expect minivan look. If R1s Gen 3 have all these I will buy otherwise no(2nd & 3rd row space is too tight in R1s )

I'm 6'3" and had no issue fitting in any row, the third row while not huge is fine for kids. I'd personally like to see tilt forward 2nd row seats so 3rd row access is easier when there's a child seat in the 2nd row.

 

[narmstrong79]

They are going to not upgrade the R1 until 2029? What planet are you living on? I would bet the house that this is flat out incorrect.

A lot of the previously discussed upgrades, 2nd gen heat pump, steering wheel, drive compute should be close to drop in upgrades. This doesn't require a ground up redesign, it doesn't even require new engineering, simply integration.

R1S doesn't have much competition, name me one other full size off road SUV? I can't name one. Every one I can name is closer to a cross over or much smaller. The R1T selling in small numbers is not a huge issue as it shares the same platform as the R1S so the cost to make both models is not as drastic a difference as say Model S and X.

We'll see, but I would hold onto your house keys for now.

Rivian's entire playbook right now is about survival and scaling. They will do whatever lowers manufacturing costs while maintaining margin. R1 volume, .both because of current macroeconomic conditions and its luxury price point, is simply not going to move the needle enough to drive down component pricing or maximize factory utilization on its own.

The point about the Model S/X is that they became lower priority, lower volume legacy platforms once Tesla shifted its capital and focus to the high-volume Model 3/Y. The exact same shift is going to happen at Rivian when the R2 launches.

As for the R1S and competition: let’s be real about how these are actually used. Like most full-size SUVs, only a tiny fraction of buyers ever take them serious off-roading. For the vast majority, these are incredibly cool, high-end minivans used as on-road family haulers. In that space, there are plenty of 3-row EV options already eating up market share, and more are coming from everyone from Hyundai/Kia to luxury brands.

If Rivian can eventually apply the cost-saving manufacturing lessons from the R2 to build a streamlined, more affordable R1 variant down the line (like a coil suspension or a simpler interior), it would unlock a massive chunk of the market. But a structural shift like that takes time and money they can't spare right now. Notice RJ was teasing new R2 variants, speaks about R3, is excited about future R4,5,6... platforms ...when have you heard him say anything about R1 future?

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