Wall Street Sees a Multitrillion-Dollar Humanoid Robot Market, Highlighting TE Connectivity and Amphenol as Component Suppliers

Rivian Automotive plans to equip its first R2 vehicles with LiDAR and its internally developed RAP1 autonomy computer for employees by the end of 2026, while customer deliveries are now expected to begin in 2027, according to Electrek. The timeline marks a shift from the company's earlier communications, as Rivian introduced the third-generation RAP1 chip last December, rated at 1,600 sparse INT8 TOPS, and said at the time the technology would arrive in late 2026. The R2 launched in June without the new hardware, though a production-ready-looking R2 equipped with LiDAR was later spotted near Rivian's Irvine headquarters. Rivian VP of Investor Relations Chip Newcom said production of the RAP1 system will initially focus on the R2, with employees receiving the technology first before the rollout expands to customers in 2027, leaving the late 2026 target technically intact but initially applying only to employees. Rivian SVP of Autonomy and AI James Philbin said the rollout is expected to begin toward year-end, initially reaching early-adopter customers with R1 Gen 2 vehicles and later Gen 2 hardware revisions, including fleets Rivian classifies as Phase II and Phase III, with the company aiming to extend the technology across its full Autonomy+ fleet later next year. Separately, Lucid Group and Bolt have entered a strategic partnership to develop and launch autonomous mobility services across Europe, jointly developing an autonomous driving system-ready vehicle platform designed to support SAE Level 4 autonomous mobility, while France has begun testing two vehicles to evaluate Tesla's Full Self-Driving system after the Netherlands' road authority RDW provisionally approved it for Dutch roads in April.