The Apple Car Is Back in the News. It’s Still a Stretch.

Barrons2021-11-19

A kerfuffle erupted Thursday when Bloomberg reported Apple is accelerating plans for an electric, self-driving car. A battery-powered, autonomous iCar would mean new competition for existing ...

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精彩评论

Elon2
2021-11-19
Elon2
Apple 🚀
Cara0412
2021-11-19
Cara0412
说了半天只有一个芯片
Winyss10
2021-11-19
Winyss10
latest
- SilverSoul:
  Support APPLE!
Choonhowe
2021-11-19
Choonhowe
Wow
- Heidit:
  Ok
- Choonhowe:
  LIke

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It’s Still a Stretch.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-11-19 15:55 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/the-apple-car-is-back-in-the-news-its-still-a-stretch-51637274185?mod=hp_LATEST><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>A kerfuffle erupted Thursday when Bloomberg reported Apple is accelerating plans for an electric, self-driving car. 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A battery-powered, autonomous iCar would mean new competition for existing automotive players.\nIt all sounds like a tempest in a teapot. Apple isn’t commenting, and no one know whether Apple would actually make its own car from the ground up or join with an existing car maker. Or when this car might actually hit the market.\nWell, a tempest in a big teapot. After the Bloomberg story hit, shortly after noon, Apple (ticker: AAPL) stock jumped about 2%.Tesla (TSLA) dropped about 2%.Ford Motor (F) dropped 3%.General Motors (GM) shed roughly 2%. The S&P 500 and Dow Jones Industrial Average were relatively stable up about 0.4% and down about 0.2%, respectively.\n“We continue to believe it’s a matter of when, not if, Apple enters the EV race and this will add another $30+ per share of TAM to the Apple growth story over the next few years,” wrote Wedbush analyst Dan Ives in a Thursday note reacting to the story.\nTAM is short for total addressable market. And $30 per Apple share is $500 billion. That’s a lot, even if Apple only got a fraction of this market.\nDetails are thin. Ives, for instance, sees partnerships as most likely where Apple doesn’t build the car itself. And he puts a 60% to 65% change of seeing an Apple car unveiled by 2025.\nThen there is the issue of full self driving. That supposedly would be Apple’s edge when entering the market.\nFully autonomous consumer cars, however, won’t be ready for years.\nWaymo and GM’s Cruise division along with Motional—a joint venture between Hyundai and Aptiv (APTV)–sell a fully self-driving taxi. But the technology used by that trio costs tens of thousands of dollars per car. It only works in commercial vehicles like a taxi.\nBut if Apple is sitting on hidden fully autonomous technology and it doesn’t want to manufacture cars itself, it would be, essentially, a large Aptiv. 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