It’s not a car as we know it. It’s a service.
To understand what Apple is aiming for, we have to wipe clear what we’ve known about cars and look to how the newer generation are using cars — at least in cities. Personal transport is becoming a service. In a world where Uber is ubiquitous, fewer and fewer young people are getting their drivers’ licenses because they can pull out their phone and within 5 minutes there’s a car pulling up, taking them to where they need to go. Those of us who grew up in a car era with the romance of driving one and owning one and washing it in the driveway — we are not the target, unless we want to be. Apple is looking way ahead.
Apple was never in a business position to sell cars. iPhones, iPads, Watches, AirPods and Macs are more expensive than their industry counterparts but they still fall within the price accessibility of a large enough portion of users that Apple can make a business out of it. The same is not true for cars. A car is already very expensive, add the Apple tax and only wealthy folks would be able to afford it. Apple is not in the rich customer exclusivity niche.
Apple is getting into this sector because they must, in order to compete. It’s no secret that Google is doing the same and they cannot allow themselves to be in a position where Google or other third parties control one of the largest services that could then dictate how Apple interacts with it.
These are going to be more like Apple Pods, than cars in the traditional sense of the word. You’ll tap your watch and a Pod will show up, take you to where you need to go and then pick up the next passenger. No driver, no user steering, all Apple experience inside.
There will always be cars that we drive ourselves and Apple seems to be doubling down on partnering with other manufacturers to bring their experience into those vehicles. But what Apple is releasing themselves, is leaping over that industry and into something completely new.