In the past few days, the news about Apple’s car making can be described as rushing. From the perspective of the industry, for a giant company with a market value of over 2.1 trillion yuan, any action may affect the fluctuation of the stock price and the transformation of the industry, not to mention a project as large as a car. From the user’s point of view, hundreds of millions of apple fans are expected to be “produced by Apple”. If you can drive a car with the Apple logo in the future, it will definitely be a different experience.
This morning, I didn’t use Weibo to scan the news and I was stunned. It was true that Apple built a car, and in about 9 months, we might see Apple Car!
Although Apple did not respond publicly, building a car is a matter of course, and as soon as the news came out, #苹果汽车 will be released next year # immediately rushed to the hot search on Weibo. In just one day, the number of views has reached 2 Billion.
Specifically, in recent days, according to third-party supply chain sources on the Internet, Apple is currently promoting a vehicle manufacturing plan. Specifically, Apple has completed self-driving car testing in California, and has requested many Taiwanese auto component factories such as Heda Industrial, BizLink-KY, Heqin Communications, Tomita Electric, etc. to start preparing new products. It is expected that the first Apple self-developed car, Apple Car, will be officially released in September at the earliest.
Given that automakers usually release new cars a few years in advance, one possibility is that Apple Car will be released in the second half of 2021, but it will not be on the market.
It is reported that these component manufacturers are preparing to start production of “Apple Car” components as early as the second quarter of 2021; at the same time, Apple has obtained California DMV license in 2017 to test autonomous vehicles and use LiDAR equipment that year. Lexus SUV for testing, and dozens of prototypes have been secretly tested in California.
As the world’s most valuable technology company, Apple has been deeply involved in the automotive field for many years. Although it has not launched a complete vehicle product, it has also set foot in the automotive industry through other products. For example, it launched the Apple Carplay in-vehicle system, which can seamlessly integrate iOS devices and vehicles. Docking. However, this time the source claimed that Apple cars will be released between 2023 and 2025, including well-known Apple analyst Ming-Chi Kuo.
Also, at the beginning of this month, Apple’s autonomous driving technology also reported new developments. On December 9, according to foreign media reports, TSMC and Apple are cooperating to develop self-driving chip technology and are negotiating a supply chain agreement to supply automotive electronics between the two companies. Tianfeng Securities analyst Ming-Chi Kuo predicted earlier that Apple would purchase semi-automatic car chips from TSMC, and “AppleCar” may enter the car market between 2023 and 2025.
This series of precise analysis and rumors made the outside world once again see the will of the giant Apple to build cars. Even more surprising to the outside world is that Tesla CEO Musk revealed on social media on December 22, “In the darkest days of the Model 3 project, I tried to find Tim Cook to discuss Apple’s acquisition of Tesla. Possibility (at a tenth of our current market value). He refused to attend the meeting.”
Based on Tesla’s latest market value, Musk’s offer to Apple at that time should be $60 billion. I don’t know if Cook has regretted his rejection. Apple’s story starts with the garage. With its current main business such as personal computers and mobile phones facing severe challenges, perhaps only the “garage” can provide it with a broader imagination.
In addition, it is worth mentioning that Apple wants to build a car, in fact, it can be traced back to the Jobs era. Apple executives discussed this idea before the first iPhone was released. Then in 2015, Apple dug up Tesla’s engineers, and Tesla CEO Musk said that it was an open secret that Apple wanted to build a car.
At present, if Apple Car is really launched, it seems that it will not become Tesla’s rival in a short time. What is certain is that, as one of the world’s most valuable companies, it is not unreasonable for Apple to enter a new field of car manufacturing. Cars may be a larger and more potential consumer product market than mobile phones. However, for Apple, which has no genes for making cars, it is not easy to become the “Apple of the automobile industry”.
But Apple has the ability to build cars.
From the perspective of patent reserves, in 2020 alone, Apple has obtained at least 10 autonomous driving patents, which involve the three major areas of autonomous driving sensors, communication, and control. And as early as 2018, Apple obtained several patents related to lidar.
According to an insider who has seen Apple’s battery production project, the core of Apple’s strategy is a new battery design. The design reduces the number of modules for storing battery materials and frees up space inside the battery pack, thereby enabling the car to have a stronger endurance. In addition, Apple will use lithium iron phosphate batteries to ensure safety.
Another person familiar with the matter said that Apple cars may deploy multiple lidars to scan different distances. This person claimed that Apple has negotiated with potential lidar suppliers, but some sensors may also be independently developed by Apple. It is worth mentioning that the iPhone 12 Pro and iPad Pro released by Apple this year both use lidar.
In addition to lidar, Apple is also fully developing platforms and chips for autonomous driving. Previously, foreign media have revealed that Tesla will also be contracted by TSMC for its next-generation core computing platform Hardware 4.0. According to legend, this platform can support up to the L4 level of autonomous driving experience. In the early stage of Apple’s launch, it will Downgrade to L2 for commercial use.
Obviously, whether it is a lidar or an autonomous driving platform, through the core technology in their own hands, to achieve the control of Apple’s automatic driving, this kind of thing Apple is obviously willing to try.
Although Apple is a fledgling “automobile company”, relying on the support of the world’s top supply chain, Apple may be able to give us new surprises in autonomous driving.
In addition, from the perspective of cash reserves, in 2019, Apple’s cash reserves have exceeded 200 billion US dollars. Although the car manufacturing business is very expensive, Apple’s cash reserves show that the funds are very abundant. The key lies in Apple’s allocation of scientific research expenses and determination to build cars.
In addition, at the system and software level, Apple has its own closed system, which is also very suitable for cars. Safety and stability are very important. At the software level, as long as the support is increased, it is easy to produce many software and applications suitable for the field of smart cars in its own ecosystem.
In the future, the car is no longer a cold machine, but a fourth space that integrates software and hardware, which can realize multiple interactions. These are what Apple is good at.
In short, Apple is capable of making cars.
Each product of iPod, iPad, and iPhone is a cross-age product, and then we will look at iCar.
Finally, what Mingmei Wuxian wants to say is: as the saying goes, never put eggs in one basket. The launch of Apple cars is expected to bring much-needed diversified product lines to Apple. The Apple Watch and AirPods launched by Apple have done a good job and successfully dominated the market of specific categories. Can Apple Auto dominate the rising blue ocean market of electric vehicles? let us wait and see.
At the end of the day, Ming Mei Wuxuan also wants to mention that by the way, many netizens have gone from expecting to complaining, and many people said that they can’t afford mobile phones and talk about cars? It can be expected that Apple cars are likely to appear suddenly in the next few years, and it may be another technological feast. However, based on the huge number of fans accumulated by smart devices such as personal computers and mobile phones, Apple car has a first-mover advantage in brand image, just like the iPhone series mobile phones are being sought after while being questioned. For many people, Is buying an Apple car really just for buying a car?
What do you think of Apple’s cars? If you have anything else you want to say about Apple Cars, please leave a message in the comment area to Mingmei Unlimited to participate in the discussion!