Monday, November 22, 2021

New Landscape As Ford, Rivian Part Ways -- November 19, 2021

EV, tracked here. Ford, Rivian abandon joint venture. Ford will "go it alone" to produce 600,000 EVs per year.

EV scorecard just a few days ago, link here:

  • Rivian -- Amazon -- Ford -- GlobalFoundries
  • Lordstown -- Apple -- GM -- silicon M1 chip (GM currently depends on seven chip manufacturers)
  • Tesla -- chips (?)

Landscape changed:

  • Rivian -- Amazon -- Ford out -- GlobalFoundries
  • Lordstown -- Apple -- GM -- silicon M1 chip (GM currently depends on seven chip manufacturers)
  • Tesla -- chips (?)
  • Lucid - chips (?) -- Casa Grande, AZ

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