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Weird, R1's are delayed yet again, but amazon van has no delays?

_evtrk

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I find it a little weird that he R1T and R1S are delayed for what ever reason yet the Amazon vans aren't. makes me think this isn't a chip issue but something else
maybe epa figures aren't up to par or something specific to R1's ? or is it maybe they have a hard deadline for specific amount of amazon vans that need to be out by end of year?

I dont know, just speculating here. but i would like to hear out other peoples opinion on this.
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My opinion is that chip shortages and other supply constraints are almost certainly a contributing factor -- however I do not believe they are the sole cause.

I think if it were only supply constraints, then we'd get deliveries, but at a slower pace.

The lack of infotainment information, quality issues that have been observed in the test fleet, lack of EPA info -- stuff like that -- is all contributing to Rivian delaying deliveries.
 

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I find it a little weird that he R1T and R1S are delayed for what ever reason yet the Amazon vans aren't. makes me think this isn't a chip issue but something else
maybe epa figures aren't up to par or something specific to R1's ? or is it maybe they have a hard deadline for specific amount of amazon vans that need to be out by end of year?

I dont know, just speculating here. but i would like to hear out other peoples opinion on this.
Yes. Very weird.
 

Kolbs11

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I think it makes sense actually. Amazon has an agreement with them to deliver the vehicles before a certain day. To me, they have to keep Amazon happy because of the sheer amount of vehicles they have "ordered" Pissing off Amazon would be a recipe for disaster for a startup company, IMO
 

Bobthebuilder352

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I think it makes sense actually. Amazon has an agreement with them to deliver the vehicles before a certain day. To me, they have to keep Amazon happy because of the sheer amount of vehicles they have "ordered" Pissing off Amazon would be a recipe for disaster for a startup company, IMO
right. This is the more logical explanation over chips.
 

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How do we know that Amazon vans aren’t delayed? Yeah, there are some beginning to be seen on the roads, but there seem to be as many, if not more, R1T and R1S test mules on the road. It’s not like there are thousands (or even hundreds) of Rivian vans in the wild yet.

For the Rivian vans, they have to please one customer with one set of expectations. For R1, they have to please thousands of customers with highly varying expectations. That, to me, adds a lot of complexity to the actual rollout process.
 

UT Rivian

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How do we know that Amazon vans aren’t delayed? Yeah, there are some beginning to be seen on the roads, but there seem to be as many, if not more, R1T and R1S test mules on the road. It’s not like there are thousands (or even hundreds) of Rivian vans in the wild yet.

For the Rivian vans, they have to please one customer with one set of expectations. For R1, they have to please thousands of customers with highly varying expectations. That, to me, adds a lot of complexity to the actual rollout process.
Exactly. We have no idea how many vans they’ve made or what their timeline will be.

All of the talk on the board about Rivian being required to make Amazon vans before rolling out the R1T/S is just speculation. Then again, we’re really good at that on this board.
 

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Makes sense to me. If they have a contract with Amazon to deliver xx number of vans by a certain date, they can put off other customer deliveries (none of which have a defined “must deliver by” date set yet) and use all their resources to push out Amazon vans while they also serve as quality control vehicles due to manufacturing quality and tolerances being higher quality in the r1t/s
 

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......makes me think this isn't a chip issue but something else
maybe epa figures aren't up to par or something specific to R1's ?.....

I dont know, just speculating here. but i would like to hear out other peoples opinion on this.
I don't know how many Amazon vans have been produced so far, but I believe Rivian said several hundred R1T test vehicles have been manufactured. If there's a chip shortage, then Rivian only ordered enough for these vehicles and immediately ran out, or depleted their inventory to where manufacturing any more trucks wouldn't be worthwhile.
 

STLBlues76

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For the Rivian vans, they have to please one customer with one set of expectations. For R1, they have to please thousands of customers with highly varying expectations. That, to me, adds a lot of complexity to the actual rollout process.
Really, really well put. This sums it up perfectly
 

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_evtrk

_evtrk

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How do we know that Amazon vans aren’t delayed? Yeah, there are some beginning to be seen on the roads, but there seem to be as many, if not more, R1T and R1S test mules on the road. It’s not like there are thousands (or even hundreds) of Rivian vans in the wild yet.

For the Rivian vans, they have to please one customer with one set of expectations. For R1, they have to please thousands of customers with highly varying expectations. That, to me, adds a lot of complexity to the actual rollout process.
that is a valid point, we really dont know if they are or not, i was basing my comment on an article that was released yesterday where they reached out to Rivian and they responded with the delay only on the R1's at this time but really we dont know.

With that said they did emphasize that the first 10,000 vans would be delivered by 2022, but we don't know if its beginning, middle or end of 2022.
 

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How do we know that Amazon vans aren’t delayed? Yeah, there are some beginning to be seen on the roads, but there seem to be as many, if not more, R1T and R1S test mules on the road. It’s not like there are thousands (or even hundreds) of Rivian vans in the wild yet.

For the Rivian vans, they have to please one customer with one set of expectations. For R1, they have to please thousands of customers with highly varying expectations. That, to me, adds a lot of complexity to the actual rollout process.
https://www.cnbc.com/2021/07/16/riv...amazon-delivery-vans.html?&qsearchterm=rivian
 

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Putting things together, I suspect the van production line was already in place, and they're likely a hell of a lot easier to make. If delay was actually due to getting production lines for the R1 series setup, this makes sense. It also makes sense from a sourcing standpoint for the R1 series. They could very well deliver the vans to Amazon with minimal everything with Amazon accepting that to get vans in hand. Or it could be a pretty basic box to begin with. If anything, I'm glad that the vans aren't delayed. It continues bringing revenue into Rivian, gives them more experience producing vehicles, and gets more EV delivery vans on streets. Plus it shows that they actually can produce vehicles.
 

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The Amazon van order is what’s buttering Rivian’s bread. I’d bet my R1 preorder that there are stiff penalties for delays.
 

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