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- 5e51966e5e51966e
  ·2021-07-26
  别再跌了[流泪] [流泪] [流泪]
  836 评论
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- 5e51966e5e51966e
  ·2021-07-25
  $迪士尼(DIS)$[财迷] [财迷] [财迷] [财迷]
  848 评论
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- 5e51966e5e51966e
  ·2021-07-25
  $苹果(AAPL)$随着大盘的上涨，aapl 也有不错的成绩，大家对下个星期看法如何？欢迎留言讨论
  800 评论
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- 5e51966e5e51966e
  ·2021-07-24
  $Shopify Inc(SHOP)$大家不觉得超出价值了吗？
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- 5e51966e5e51966e
  ·2021-07-24
  $纳指ETF(QQQ)$不断创新高，下个星期怎么看，欢迎留言
  2,023 3
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- 5e51966e5e51966e
  ·2021-07-23
  大家怎么看？腾讯未来走势
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- 5e51966e5e51966e
  ·2021-07-21
  [傲娇] [傲娇] [傲娇]
  弃用宁德时代，苹果造车依旧强势
  Apple Car的轮廓正越来越清晰。根据DigiTimes Asia报道，苹果正遴选Apple Car的电池供应商，宁德时代、比亚迪都在谈判名单中。但苹果坚持要用美国产的电池，如果宁德时代和比亚迪
  弃用宁德时代，苹果造车依旧强势
  716 评论
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- 5e51966e5e51966e
  ·2021-07-20
  $阿里巴巴(BABA)$低于市场价格，期待下一波的下跌，大量买入，你是否也一样？欢迎留言与互相关注➕
  1,259 评论
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- 5e51966e5e51966e
  ·2021-07-19
  无上限
  非常抱歉，此主贴已删除
  1,089 评论
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- 5e51966e5e51966e
  ·2021-07-19
  大盘开跌1%左右,大家如何看待这个星期走势
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腾讯未来走势","images":[{"img":"https://static.tigerbbs.com/d23f263ef67ce1416697d9931fe0708a","width":"750","height":"1465"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/175445375","isVote":1,"tweetType":1,"viewCount":1897,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":176155147,"gmtCreate":1626873980689,"gmtModify":1631889374989,"author":{"id":"3581714483213240","authorId":"3581714483213240","name":"5e51966e","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581714483213240","authorIdStr":"3581714483213240"},"themes":[],"htmlText":"[傲娇]&nbsp;[傲娇]&nbsp;[傲娇]&nbsp;","listText":"[傲娇]&nbsp;[傲娇]&nbsp;[傲娇]&nbsp;","text":"[傲娇] [傲娇] [傲娇]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/176155147","repostId":"2152244686","repostType":4,"repost":{"id":"2152244686","kind":"news","pubTimestamp":1626867605,"share":"https://www.laohu8.com/m/news/2152244686?lang=&edition=full","pubTime":"2021-07-21 19:40","market":"us","language":"zh","title":"弃用宁德时代，苹果造车依旧强势","url":"https://stock-news.laohu8.com/highlight/detail?id=2152244686","media":"36氪","summary":"Apple Car的轮廓正越来越清晰。\n根据DigiTimes Asia报道，苹果正遴选Apple Car的电池供应商，宁德时代、比亚迪都在谈判名单中。但苹果坚持要用美国产的电池，如果宁德时代和比亚迪","content":"<p>Apple Car的轮廓正越来越清晰。</p>\n<p>根据DigiTimes Asia报道，<a href=\"https://laohu8.com/S/AAPL\">苹果</a>正遴选Apple Car的电池供应商，<a href=\"https://laohu8.com/S/300750\">宁德时代</a>、<a href=\"https://laohu8.com/S/002594\">比亚迪</a>都在谈判名单中。但苹果坚持要用美国产的电池，如果宁德时代和比亚迪不愿意在美国建厂，或许无法入选。苹果已经开始将目光转向愿意在美国设厂的富士康和立凯电能。</p>\n<p>苹果造车终于有了些实质性进展。比起iPhone一年迭代一次，苹果造车历程可谓漫长。根据熟悉苹果的分析师郭明錤在报告中透露：苹果汽车问世最早都要在2025年。</p>\n<p>去年末，苹果已经将在美国设厂提上日程，并开始摸底上下游供应链。而上个月，根据路透社报道，苹果已经开始和宁德时代和比亚迪洽谈。即便最后没能谈拢，也可以看出苹果造车计划已经走到了供应链阶段。而根据日经报道，一家供应商的高管表示“（苹果）至少正与约6家企业推进（造整车）谈判”。</p>\n<p>在电子设备供应链，苹果是抢破头都要拿下的大客户，也有不少公司依托苹果市值暴涨，在很短时间长成热捧的明星公司。转投汽车领域，苹果却成为让人戒备的闯入者。苹果从来在供应链都有绝对主导权，但在造车这7年的起伏中，他们苦涩地发现自己四处碰壁。和电池供应商的谈判生变不是第一次，也不会是最后一次。</p>\n<p>强势的苹果VS强势的供应链</p>\n<p>苹果一直没能找到谈得拢的造车伙伴。</p>\n<p>这背后有个尴尬的现实，苹果曾定义了智能机、真无线蓝牙耳机和平板设备，它顺理成章成为规则的制定人。<b>它已经习惯了控制、也习惯了强硬。</b></p>\n<p>很多时候，供应链的兴衰起落都跟随着苹果的动作。富士康70%的订单来自苹果，甚至按照苹果的要求，将部分生产线移到了越南。</p>\n<p>任何关于苹果的风吹草动都会引起“果链”公司的波动。<a href=\"https://laohu8.com/S/300207\">欣旺达</a>2011年通过与ATL合作，开始为iPhone 3和iPod供应电池，但iPhone 4的供应商换成了德赛，直接导致欣旺达净利润同比下滑了13%。</p>\n<p>被股民戏称为“果链三傻” <a href=\"https://laohu8.com/S/002241\">歌尔股份</a>、<a href=\"https://laohu8.com/S/300433\">蓝思科技</a>和<a href=\"https://laohu8.com/S/002475\">立讯精密</a>今年因为iPhone 12mini表现不佳等因素，在3个月中股价跌了40%以上。</p>\n<p>离开苹果加持，这些果链公司多半会变得无聊，被资本市场扔在脑后。今年被剔出的<a href=\"https://laohu8.com/S/002456\">欧菲光</a>就是鲜活的案例——股价已经跌回2年前。</p>\n<p>然而，在电动汽车领域，它是个后来者。把持行业的巨头们当然不会忽视苹果这样极具号召力的客户，但也不至于依赖苹果光环。</p>\n<p>2020年，宁德时代全年装机量达到34Gwh，位列第一，其后是LG化学和为<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>供货的<a href=\"https://laohu8.com/S/PC\">松下</a>，前十的名单中没有富士康和立凯电能。面对本身已经是巨头的电池供应链，很难说谁更强势，苹果找到富士康和立凯电能也算权宜之计。</p>\n<p>苹果和主机厂的合作也一直经历着类似不断的转场。</p>\n<p>2015年，据德国《经理人杂志》报道，库克饶有兴致地访问了宝马莱比锡的i3工厂，还想在宝马i3基础上开发自己的电动车。据路透社称，当时宝马方的人还暗示了合作意向，但很快没了下文，因为宝马并不愿意将自己的技术倾囊相授，沦为代工厂。</p>\n<p>之后苹果又找到奔驰母公司戴姆勒，开放式的结局和宝马类似：不合作造整车，不排除其他合作。“我们不打算成苹果的富士康。”时任戴姆勒CEO的迪特·蔡澈如此表示。</p>\n<p>日韩车企成为苹果下一波目标，和宝马、戴姆勒类似的故事在日产汽车上重演。但和韩国企业的合作有一次已经呼之欲出。今年2月3日，CNBC报道苹果正和起亚合作生产汽车，而且是名副其实的“Apple Car”，起亚给了很大支持，软硬件都会握在苹果自己手中。</p>\n<p><img src=\"https://static.tigerbbs.com/3fc4f09737d8c79a5ef730d5101ea134\" tg-width=\"1050\" tg-height=\"590\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>图片来自MondayNote概念图</p>\n<p>然而，报道发布后一周，起亚发布公告，称没有与苹果公司就合作研发自动驾驶汽车事宜进行谈判。</p>\n<p>一位匿名高管解释原因时，重复了起亚和宝马、戴姆勒相同的顾虑。但这也许只是理由之一， SK Securities 的分析师Kwon Soon-woo 表示，“新闻曝光，可能违反了保密协议，这可不是很舒服的事。”</p>\n<p>苹果向来对供应链管控严格，尤其重视保密，CNBC报道触到了苹果的逆鳞。合作时本就各怀心思，不欢而散也不算意外。和起亚合作告吹后，苹果又找到了同样在韩国的LG，结局又悬而未决。</p>\n<p>主机厂也好、Tier 1的供应商也好，面对苹果这样2万亿美元市值的庞然巨兽，很难不心生顾虑。或许对于苹果来说，过去辉煌的成功反而成为一种魔咒。</p>\n<p>苹果进入陌生地带</p>\n<p>没人能否认苹果的技术实力，根据路透社报道，苹果已经研发出了“突破性”的电池技术monocell（单电池），也就是将所有电芯融在一起，去掉电池之间的空隙，这样同样大小的电池包里可以容纳更大容量的电池，提供更长续航，也能节约成本。</p>\n<p>如果这种技术量产，正如当时iPhone横空问世一样，无疑又是一次行业地震。</p>\n<p>但电动车的技术难关不仅仅是电池，电驱、电机等等都是苹果陌生的领域，苹果还想涉足无人驾驶和车载系统。苹果最热衷这种大包大揽的软硬件，特斯拉的成功也证明了可行性，但比起初创公司，苹果显然有更多掣肘。</p>\n<p>最初，苹果双管齐下，虽然硬件进展不顺利，但车载系统CarPlay饱受好评，去年售出的新车中60%都支持CarPlay。</p>\n<p>这只是权宜之计，车厂迟早会使用自己的系统，只做操作系统根本不能承载苹果的野心。开发自有汽车碰壁后，苹果一度转向门槛更高的无人驾驶技术。</p>\n<p>但苹果似乎没有全力以赴，多年以来，它的路测数据都大幅度落后于<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>。根据加州机动车管理局2020年报告，苹果去年路测里程为3万公里，谷歌系无人驾驶汽车公司Waymo去年路测里程已经达到了101万公里。</p>\n<p>无人清楚苹果内部发生着什么，外界只能靠一个个高管离职描摹它的动荡。仅仅在2021年，苹果自动驾驶汽车团队就有三位高管离职，其中包括老兵本杰明.利昂，正是他帮助组建了最初的汽车团队，并且领导了几个关键项目。</p>\n<p>但从四处高薪挖人，又可以看出苹果对汽车业务的重视。在造车团队中，有曾负责保时捷底盘开发业务的副总裁<a href=\"https://laohu8.com/S/0NQ2.UK\">曼弗雷</a>德·哈勒，前 Model 3 首席工程师、特斯拉高级工程副总裁道格.菲尔德。上个月，宝马的前高管乌尔里希・克兰兹加入苹果团队，正是他带领开发了库克当年尤为感兴趣的i3。</p>\n<p><img src=\"https://static.tigerbbs.com/643a06e5fe3fa9441ce99560ca24cc7f\" tg-width=\"360\" tg-height=\"480\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>道格.菲尔德 图片来自：electrek</p>\n<p>即便和外部合作徘徊不前，很多人仍然相信苹果整合供应链的能力。摩根斯坦利曾表示：“借鉴特斯拉的成功，我们一直认为，像苹果这样的科技企业要比传统OEM厂商拥有更强大的竞争力。”</p>\n<p>苹果多年没在消费电子产品上翻车，甚至留下只要它出手，产品就会大卖的印象。然而在造车这一全新领域，面对超过3万个零件的汽车，即便有钱、有人、有号召力，只要Apple Car没真正上路，也很难断言常胜神话会终结还是延续。</p>","source":"36k","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>弃用宁德时代，苹果造车依旧强势</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; 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width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n弃用宁德时代，苹果造车依旧强势\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-21 19:40 北京时间&nbsp;&nbsp;&nbsp;<a href=https://mp.weixin.qq.com/s/2u_0hsVzTorsGYUaPY-YvQ?st=D7DE507032A43ECD318B10F3C0DBD8E6FDE1292191138A79C9376A4AA2B32A7EE8226549C355ADE8AEE5BF3BE77861A95917F796360D85F50AB872FD07449BD227C2A0E418CEA20F6D1F2A9069F9F9C9290E0A741E04968F42F7F0303DD2F40D740F7C55F2E2C887CA4A2ECDB290AB07A087D2A2B8779A501D6C510180BEB24D3999F2C072B36F944B8AB574D61023755E3329A78CB02CE5DC23A7D949CB4C44828B871C4E56F68CF68A0038ED15CDE2D3DA941CA80F78865A08F14CF6082E4E&vid=1688850721946230&cst=1B2B0B4CA47639B351EB4349A1DE9D15ED3C8AAD2BE2ECC208652A6746ADA37CD55703DB50F4C545D68D0CB380A77E09&deviceid=4dbc54a6-f729-485d-87db-3a967c46e8a8&version=3.1.10.3010&platform=win><strong>36氪</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Apple Car的轮廓正越来越清晰。\n根据DigiTimes Asia报道，苹果正遴选Apple Car的电池供应商，宁德时代、比亚迪都在谈判名单中。但苹果坚持要用美国产的电池，如果宁德时代和比亚迪不愿意在美国建厂，或许无法入选。苹果已经开始将目光转向愿意在美国设厂的富士康和立凯电能。\n苹果造车终于有了些实质性进展。比起iPhone一年迭代一次，苹果造车历程可谓漫长。根据熟悉苹果的分析师郭明錤在...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/2u_0hsVzTorsGYUaPY-YvQ?st=D7DE507032A43ECD318B10F3C0DBD8E6FDE1292191138A79C9376A4AA2B32A7EE8226549C355ADE8AEE5BF3BE77861A95917F796360D85F50AB872FD07449BD227C2A0E418CEA20F6D1F2A9069F9F9C9290E0A741E04968F42F7F0303DD2F40D740F7C55F2E2C887CA4A2ECDB290AB07A087D2A2B8779A501D6C510180BEB24D3999F2C072B36F944B8AB574D61023755E3329A78CB02CE5DC23A7D949CB4C44828B871C4E56F68CF68A0038ED15CDE2D3DA941CA80F78865A08F14CF6082E4E&vid=1688850721946230&cst=1B2B0B4CA47639B351EB4349A1DE9D15ED3C8AAD2BE2ECC208652A6746ADA37CD55703DB50F4C545D68D0CB380A77E09&deviceid=4dbc54a6-f729-485d-87db-3a967c46e8a8&version=3.1.10.3010&platform=win\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/3fc4f09737d8c79a5ef730d5101ea134","relate_stocks":{"300750":"宁德时代","AAPL":"苹果"},"source_url":"https://mp.weixin.qq.com/s/2u_0hsVzTorsGYUaPY-YvQ?st=D7DE507032A43ECD318B10F3C0DBD8E6FDE1292191138A79C9376A4AA2B32A7EE8226549C355ADE8AEE5BF3BE77861A95917F796360D85F50AB872FD07449BD227C2A0E418CEA20F6D1F2A9069F9F9C9290E0A741E04968F42F7F0303DD2F40D740F7C55F2E2C887CA4A2ECDB290AB07A087D2A2B8779A501D6C510180BEB24D3999F2C072B36F944B8AB574D61023755E3329A78CB02CE5DC23A7D949CB4C44828B871C4E56F68CF68A0038ED15CDE2D3DA941CA80F78865A08F14CF6082E4E&vid=1688850721946230&cst=1B2B0B4CA47639B351EB4349A1DE9D15ED3C8AAD2BE2ECC208652A6746ADA37CD55703DB50F4C545D68D0CB380A77E09&deviceid=4dbc54a6-f729-485d-87db-3a967c46e8a8&version=3.1.10.3010&platform=win","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2152244686","content_text":"Apple Car的轮廓正越来越清晰。\n根据DigiTimes Asia报道，苹果正遴选Apple Car的电池供应商，宁德时代、比亚迪都在谈判名单中。但苹果坚持要用美国产的电池，如果宁德时代和比亚迪不愿意在美国建厂，或许无法入选。苹果已经开始将目光转向愿意在美国设厂的富士康和立凯电能。\n苹果造车终于有了些实质性进展。比起iPhone一年迭代一次，苹果造车历程可谓漫长。根据熟悉苹果的分析师郭明錤在报告中透露：苹果汽车问世最早都要在2025年。\n去年末，苹果已经将在美国设厂提上日程，并开始摸底上下游供应链。而上个月，根据路透社报道，苹果已经开始和宁德时代和比亚迪洽谈。即便最后没能谈拢，也可以看出苹果造车计划已经走到了供应链阶段。而根据日经报道，一家供应商的高管表示“（苹果）至少正与约6家企业推进（造整车）谈判”。\n在电子设备供应链，苹果是抢破头都要拿下的大客户，也有不少公司依托苹果市值暴涨，在很短时间长成热捧的明星公司。转投汽车领域，苹果却成为让人戒备的闯入者。苹果从来在供应链都有绝对主导权，但在造车这7年的起伏中，他们苦涩地发现自己四处碰壁。和电池供应商的谈判生变不是第一次，也不会是最后一次。\n强势的苹果VS强势的供应链\n苹果一直没能找到谈得拢的造车伙伴。\n这背后有个尴尬的现实，苹果曾定义了智能机、真无线蓝牙耳机和平板设备，它顺理成章成为规则的制定人。它已经习惯了控制、也习惯了强硬。\n很多时候，供应链的兴衰起落都跟随着苹果的动作。富士康70%的订单来自苹果，甚至按照苹果的要求，将部分生产线移到了越南。\n任何关于苹果的风吹草动都会引起“果链”公司的波动。欣旺达2011年通过与ATL合作，开始为iPhone 3和iPod供应电池，但iPhone 4的供应商换成了德赛，直接导致欣旺达净利润同比下滑了13%。\n被股民戏称为“果链三傻” 歌尔股份、蓝思科技和立讯精密今年因为iPhone 12mini表现不佳等因素，在3个月中股价跌了40%以上。\n离开苹果加持，这些果链公司多半会变得无聊，被资本市场扔在脑后。今年被剔出的欧菲光就是鲜活的案例——股价已经跌回2年前。\n然而，在电动汽车领域，它是个后来者。把持行业的巨头们当然不会忽视苹果这样极具号召力的客户，但也不至于依赖苹果光环。\n2020年，宁德时代全年装机量达到34Gwh，位列第一，其后是LG化学和为特斯拉供货的松下，前十的名单中没有富士康和立凯电能。面对本身已经是巨头的电池供应链，很难说谁更强势，苹果找到富士康和立凯电能也算权宜之计。\n苹果和主机厂的合作也一直经历着类似不断的转场。\n2015年，据德国《经理人杂志》报道，库克饶有兴致地访问了宝马莱比锡的i3工厂，还想在宝马i3基础上开发自己的电动车。据路透社称，当时宝马方的人还暗示了合作意向，但很快没了下文，因为宝马并不愿意将自己的技术倾囊相授，沦为代工厂。\n之后苹果又找到奔驰母公司戴姆勒，开放式的结局和宝马类似：不合作造整车，不排除其他合作。“我们不打算成苹果的富士康。”时任戴姆勒CEO的迪特·蔡澈如此表示。\n日韩车企成为苹果下一波目标，和宝马、戴姆勒类似的故事在日产汽车上重演。但和韩国企业的合作有一次已经呼之欲出。今年2月3日，CNBC报道苹果正和起亚合作生产汽车，而且是名副其实的“Apple Car”，起亚给了很大支持，软硬件都会握在苹果自己手中。\n\n图片来自MondayNote概念图\n然而，报道发布后一周，起亚发布公告，称没有与苹果公司就合作研发自动驾驶汽车事宜进行谈判。\n一位匿名高管解释原因时，重复了起亚和宝马、戴姆勒相同的顾虑。但这也许只是理由之一， SK Securities 的分析师Kwon Soon-woo 表示，“新闻曝光，可能违反了保密协议，这可不是很舒服的事。”\n苹果向来对供应链管控严格，尤其重视保密，CNBC报道触到了苹果的逆鳞。合作时本就各怀心思，不欢而散也不算意外。和起亚合作告吹后，苹果又找到了同样在韩国的LG，结局又悬而未决。\n主机厂也好、Tier 1的供应商也好，面对苹果这样2万亿美元市值的庞然巨兽，很难不心生顾虑。或许对于苹果来说，过去辉煌的成功反而成为一种魔咒。\n苹果进入陌生地带\n没人能否认苹果的技术实力，根据路透社报道，苹果已经研发出了“突破性”的电池技术monocell（单电池），也就是将所有电芯融在一起，去掉电池之间的空隙，这样同样大小的电池包里可以容纳更大容量的电池，提供更长续航，也能节约成本。\n如果这种技术量产，正如当时iPhone横空问世一样，无疑又是一次行业地震。\n但电动车的技术难关不仅仅是电池，电驱、电机等等都是苹果陌生的领域，苹果还想涉足无人驾驶和车载系统。苹果最热衷这种大包大揽的软硬件，特斯拉的成功也证明了可行性，但比起初创公司，苹果显然有更多掣肘。\n最初，苹果双管齐下，虽然硬件进展不顺利，但车载系统CarPlay饱受好评，去年售出的新车中60%都支持CarPlay。\n这只是权宜之计，车厂迟早会使用自己的系统，只做操作系统根本不能承载苹果的野心。开发自有汽车碰壁后，苹果一度转向门槛更高的无人驾驶技术。\n但苹果似乎没有全力以赴，多年以来，它的路测数据都大幅度落后于谷歌。根据加州机动车管理局2020年报告，苹果去年路测里程为3万公里，谷歌系无人驾驶汽车公司Waymo去年路测里程已经达到了101万公里。\n无人清楚苹果内部发生着什么，外界只能靠一个个高管离职描摹它的动荡。仅仅在2021年，苹果自动驾驶汽车团队就有三位高管离职，其中包括老兵本杰明.利昂，正是他帮助组建了最初的汽车团队，并且领导了几个关键项目。\n但从四处高薪挖人，又可以看出苹果对汽车业务的重视。在造车团队中，有曾负责保时捷底盘开发业务的副总裁曼弗雷德·哈勒，前 Model 3 首席工程师、特斯拉高级工程副总裁道格.菲尔德。上个月，宝马的前高管乌尔里希・克兰兹加入苹果团队，正是他带领开发了库克当年尤为感兴趣的i3。\n\n道格.菲尔德 图片来自：electrek\n即便和外部合作徘徊不前，很多人仍然相信苹果整合供应链的能力。摩根斯坦利曾表示：“借鉴特斯拉的成功，我们一直认为，像苹果这样的科技企业要比传统OEM厂商拥有更强大的竞争力。”\n苹果多年没在消费电子产品上翻车，甚至留下只要它出手，产品就会大卖的印象。然而在造车这一全新领域，面对超过3万个零件的汽车，即便有钱、有人、有号召力，只要Apple Car没真正上路，也很难断言常胜神话会终结还是延续。","news_type":1},"isVote":1,"tweetType":1,"viewCount":716,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":171490704,"gmtCreate":1626754388808,"gmtModify":1631889374992,"author":{"id":"3581714483213240","authorId":"3581714483213240","name":"5e51966e","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581714483213240","authorIdStr":"3581714483213240"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a>低于市场价格，期待下一波的下跌，大量买入，你是否也一样？欢迎留言与互相关注➕","listText":"<a 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