https://wccftech.com/lucid-motors-is-pursuing-a-vertical-integration-strategy-while-fisker-fsr-is-doubling-down-on-outsourcing-the-manufacturing-of-its-evs-which-strategy-unlocks-maximum-shareholder-value/

Lucid Motors, the manufacturer of ultra-luxury Air EV, recently finalized its much-anticipated merger DA with the SPAC Churchill Capital Corp. IV (NYSE:CCIV), affording substantial clarity to investors regarding the company’s operational strategy. On the other hand, the EV manufacturer Fisker seems to have doubled down on a diametrically opposite operational strategy. Today, we will attempt to identify the strategy that retains the highest probability of unlocking maximum shareholder value.

Before going further, let’s elaborate on the operational model of these two companies. Lucid Motors is pursuing comprehensive vertical integration. The company will officially start delivering the Lucid Air EV in H2 2021, with the AMP-1 production facility in Arizona coming online in the latter part of the year. In phase 1, the facility will have a capacity of 34,000 units per annum. Phase 2 would double this capacity to 90,000 units per year. The Lucid Powertrain Manufacturing (LPM-1) plant is also located in Arizona. This facility will manufacture electric powertrains, battery modules and management systems, and Wunderbox chargers. The company is also in talks to establish another manufacturing facility in Saudi Arabia.