Name: Rivian 要豪賭這款 45,000 美元的 SUV 了！ (Rivian Is Betting Big On This $45K SUV)
Uploaded: 2026-03-02T22:11:30.000Z
Duration: 15 min 38 s

We're here at Rivian's engineering labs in Palo Alto and right behind me was their first product, the R1T.

我們現在在 Rivian 位於 Palo Alto 的工程實驗室，在我身後就是他們的第一款產品 R1T。

The trouble is they start above $70,000, they want to change that.

問題是它們的起價超過 70,000 美元，他們想改變這一點。

They're making now a vehicle that hits right at the center of the market, the R2, which starts at $45,000.

他們現在正在打造一款切入市場中心的車款 R2，售價為 45,000 美元起。

This is what Rivian says will take it from being a niche automaker of high end vehicles to a truly mainstream and profitable company.

這就是 Rivian 所說的，能讓他們從高階車款的利基汽車製造商，轉變成一家真正主流且獲利的企業。

The R2 is a test to show Wall street that they can actually bring costs down and produce vehicles at a profitable level.

R2 是向華爾街證明他們能降低成本並以獲利水準生產車輛的試金石。

They've established a brand which is resonating with people.

他們已經建立了一個能引起人們共鳴的品牌。

You can say of the startups the closest thing to Tesla.

你可以說，在這些新創公司中，最接近 Tesla 的就是他們。

Now the company is hoping to prove that its outdoor luxury identity can translate from an expensive hobby for the few to a household staple for the many.

現在這家公司希望證明，他們的戶外奢華形象，可以從少數人的昂貴嗜好，轉變為大眾的家庭必需品。

Enter the R2, a mid sized SUV that competes in one of the most popular segments in the US.

R2 登場，這是一款中型 SUV，將與美國最受歡迎的級距之一競爭。

CNBC got an exclusive ride along in the R2 with the CEO and founder of Rivian.

CNBC 獨家搭乘 R2，與 Rivian 的執行長兼創辦人一同體驗。

R2 is really instrumental for driving the business to positive cash flow and overall profitability.

R2 對於帶動公司達到正向現金流和整體獲利能力至關重要。

If we can have the type of market share that we have on R1, where it's the market share leader with R2, we'd have a real challenge of making enough of them.

如果我們能在 R2 上擁有像 R1 那樣的市場佔有率，成為市場領導者，我們將面臨生產足夠數量的挑戰。

Rivian was founded in 2009 by R.J. scaringe under the name Mainstream Motors.

Rivian 於 2009 年由 R.J. Scaringe 以 Mainstream Motors 的名稱創立。

It spent the first few years working to build an electric sports car before rebranding to Rivian in 2011.

公司最初幾年致力於打造電動跑車，之後於 2011 年更名為 Rivian。

It eventually shifted focus to building an electric truck and SUV, unveiling the R1T and R1S at the LA Auto show in 2018.

最終，公司將重心轉移到打造電動卡車和 SUV，並於 2018 年洛杉磯車展上揭曉了 R1T 和 R1S。

With the R1, it was our first introduction as a brand and we needed to go so far above and beyond make the most capable off road vehicle that's simultaneously great on road the world has ever seen that's also electric.

R1 是我們作為一個品牌首次亮相的產品，我們需要付出極大的努力，打造出有史以來最強大的越野車，同時又能兼顧公路行駛性能，而且還是電動的。

In 2019, Amazon invested $700 million into the company, inking an agreement to purchase 100,000 electric delivery vans.

2019 年，亞馬遜投資了 7 億美元，並簽訂了購買 10 萬輛電動貨車的協議。

Ford also invested 500 million and entered into a partnership to co develop an electric vehicle that ultimately fell apart in late 2021.

福特也投資了 5 億美元，並簽訂了合作開發電動車的協議，但最終於 2021 年底破局。

that was largely not as an investment for profits, it was more so to assist Amazon in getting electric vans to market.

這很大程度上並非為了獲利而投資，更多是為了協助亞馬遜將電動貨車推向市場。

In November 2021, the company went public at a $66.5 billion valuation, skyrocketing to just under 100 billion in the first day of trading.

2021 年 11 月，該公司以 665 億美元的估值上市，首日交易飆升至近 1000 億美元。

Rivian first began delivering vehicles to customers in late 2021.

Rivian 在 2021 年底開始向客戶交付車輛。

To date, it has remained a low volume manufacturer.

至今，它一直是一家低產量的製造商。

Those first gen vehicles have done actually okay from a volume standpoint when you consider what price point they're selling at.

考慮到它們的售價，第一代車型的銷量表現其實還不錯。

They've taken share in the luxury SUV market.

它們在豪華 SUV 市場搶佔了一席之地。

In March 2024, Rivian unveiled its next generation vehicles, the R2 and R3, which it intends to sell at a lower price point and is hoping will appeal to a broader market.

2024 年 3 月，Rivian 發表了下一代車型 R2 和 R3，預計將以較低的價格銷售，希望能吸引更廣泛的市場。

Within about 20 hours, we had just under 70,000 reservations.

大約 20 小時內，我們就收到了將近 70,000 個預訂。

It hits the segment of the market that is obviously a little bit more price sensitive.

它打中了那個對價格比較敏感的市場區隔。

It is squarely positioned in the same segment as Model Y.

它正好就處在和 Model Y 同一個市場區隔。

The Tesla Model Y was the best selling EV in America in 2025 by far.

Tesla Model Y 是 2025 年美國銷量最好的電動車，遠遠領先。

R2 is an opportunity for them to really be much more focused on scale and generating profit.

R2 是他們一個能夠真正更專注於規模化和創造利潤的機會。

In many ways this is the most important thing that we've developed as a company.

在很多方面，這是我們公司開發過最重要的東西。

Most important, product starts at $45,000.

最重要的是，產品起價是 45,000 美元。

It's a dramatic reduction in the cost structure to build it.

在建造成本結構上有了顯著的降低。

So it's the most popular configuration of vehicle in the United States in our view.

所以，我們認為這是美國最受歡迎的車輛配置。

We don't have enough choice of electric vehicles in that segment.

在這個級距裡，我們電動車的選擇還不夠多。

We made hundreds and hundreds of decisions to optimize around cost through part elimination, part consolidation.

我們做了數百項決定，透過零件的刪減、整合來優化成本。

We went through every single part and said, does this deserve to be on the car?

我們檢視了每一個零件，問自己，這個零件有必要出現在車上嗎？

How do you avoid the, you know, the famous production hell that other automakers went through, having gone through a version of that ourselves, where we just had so many challenges when we first launched R1, we built a lot of rigorous systems to make sure all of our suppliers and our suppliers suppliers are ready to ramp.

我們要如何避免其他汽車製造商經歷過的「生產地獄」？我們自己也經歷過類似的階段，在 R1 剛推出時遇到很多挑戰，所以我們建立了一套嚴謹的系統，確保所有供應商和供應商的供應商都準備好擴大規模。

Now Rivian has spent billions of dollars and it's on track to spend many billions more.

現在 Rivian 已經投入數十億美元，預計還會再投入數十億美元。

But behind that is an intense focus on, on cutting costs.

但這背後，是對降低成本的極致專注。

One way it's doing it, simplifying designs with every generation of vehicles.

其中一個方法，就是簡化每一代車型的設計。

It's trying to reduce the number of parts and vertically integrate as much as possible.

他們試圖減少零件數量，並盡可能地垂直整合。

This is where all our hardware engineers do the bulk of their design testing and development.

這裡就是我們所有硬體工程師進行大部分設計測試和開發的地方。

We saved 1.6 miles of wiring going from R1 gentleman to R1 gentleman.

我們從 R1 紳士版到 R1 紳士版，省下了 1.6 英里的線束。

We shave 2.3 miles of wiring, 2.3 miles going from an R1 gen 2 to an R2.

從 R1 第二代到 R2，我們省下了 2.3 英里的線束，2.3 英里。

The entire philosophy is how do we build a product that really takes the entire essence of the Rivian brand with an architecture that simplifies the hardware, reduces cost and then move that complexity to software.

整體理念就是如何打造一款產品，真正保留 Rivian 品牌的所有精髓，並透過簡化硬體、降低成本的架構，再將複雜度轉移到軟體上。

All this together is now part of this unit.

這一切現在都整合在這個單元裡了。

And you multiply that by the volume and this is where you see how this investment is paying off for us.

你再乘以產量，就能看到這項投資對我們來說有多划算。

The importance of the R2 to Rivian is actually underneath the vehicle skin.

R2 對 Rivian 來說的重要性，其實藏在車身鈑件之下。

Rivian has said that this vehicle is far less expensive to produce.

Rivian 表示，這款車的生產成本遠低於以往。

Rivian's next big bet is to follow in Tesla's footsteps and add autonomous driving features to its vehicles.

Rivian 下一個大賭注是跟隨 Tesla 的腳步，為其電動車加入自動駕駛功能。

In December 2025, the company hosted its first autonomy and AI day where it showed off its latest AV developments and roadmap to level 4 self driving.

在 2025 年 12 月，公司舉辦了首屆自動駕駛與 AI 日，展示了最新的 AV 開發成果和達到 Level 4 自動駕駛的藍圖。

Following eyes off, the next major step will be personal level four.

接下來，下一個重大步驟將是個人 Level 4。

The autonomy plus features will be an upsell in the R2 and second gen R1 vehicles coming in early 2026.

自動駕駛 Plus 功能將是 R2 和第二代 R1 車款的加購選項，預計在 2026 年初推出。

So we call it universal hands free and then point to point.

所以我們稱之為通用免手動，然後是點對點。

So you put the address in the car will drive you to where you're going, but

你輸入地址，車子就會開到你想去的地方，但是

you as the occupant of the vehicle will still be required to sit in the front seat, still be required to be alert.

你作為車內乘客，仍然需要坐在前座，仍然需要保持警覺。

And then once we get past that point, we'll then start to enable what we call personal L4 so the vehicle can drive you entirely itself.

接著，一旦我們克服了這一點，我們就會開始啟用我們稱之為個人 L4，讓車輛可以完全自行駕駛。

It can drive empty to go, let's say, pick up your kids.

它可以自行開去，比如說，去接你的孩子。

Their new systems now are coming out with hands free driving.

他們的新系統現在推出了免手動駕駛功能。

And RJ was even talking about robo taxis with L4.

而且RJ甚至在談論L4等級的機器人計程車。

It's something that Wall Street's looking at as a possible growth opportunity for them.

這也是華爾街正在關注的，認為是他們一個可能的成長機會。

Rivian vehicles are equipped with the hardware to support autonomy.

Rivian的車輛都配備了支援自動駕駛的硬體。

But the company says the new R2 will be a step up from the R1.

但公司表示，新的R2將會比R1更上一層樓。

We have 11 cameras, five radar including a front imaging radar.

我們有11個攝影機，5個雷達，包括一個前置影像雷達。

And not at launch, but shortly after launch.

而且不是在剛推出時，而是在推出後不久。

We'll be also adding a lidar that'll sit at the top of the windshield along with an in house compute platform.

我們還會加入一個位於擋風玻璃頂端的光達，以及一個自家開發的運算平臺。

The cameras deliver 65 megapixels of images.

這些攝影機提供6500萬畫素的影像。

So it's a very camera heavy architecture.

所以這是一個非常依賴攝影機的架構。

Another Upgrade following the R2 launch will be the self driving computer which features silicon developed in house by rivian.

R2推出後的另一項升級將是自動駕駛電腦，它採用了Rivian自家開發的矽晶片。

We have two of them for 1600 tops in the system.

我們有兩個，系統總共是 1600 TOPS。

So it's by a significant degree the most powerful inference platform in a vehicle today.

所以這絕對是目前車輛中最頂尖的推論平臺。

The messaging from Rivian here was that this was critical in unlocking a better bang for buck of processing per unit.

Rivian 傳達的訊息是，這對於提升每單位處理器的性價比至關重要。

And really this allows them to tailor fit the processing capabilities to what the vehicle is going to need.

這也讓他們能夠根據車輛的需求，量身打造處理能力。

In 2024, the company announced a partnership to license its software to Volkswagen group in a $5.8 billion deal to create next generation software defined vehicles.

2024 年，該公司宣佈與福斯集團（Volkswagen group）簽訂價值 58 億美元的軟體授權合作協議，共同打造下一代軟體定義車輛。

The Rivian Volkswagen deal made all the sense in the world.

Rivian 與福斯集團的合作案，簡直是天造地設。

Rivian needed cash, Volkswagen needed technology.

Rivian 需要現金，福斯集團需要技術。

The Volkswagen relationship, it's a great proof point for us or demonstration of just how capable our platforms are.

與福斯集團的合作，是我們平臺實力的絕佳證明。

We see that as a really interesting growth opportunity in the long term.

我們認為這在長期來看，是一個非常有趣的成長機會。

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Rivian 要豪賭這款 45,000 美元的 SUV 了！ (Rivian Is Betting Big On This $45K SUV)

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