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As usual, Kuo’s assessment is the most practical.

Other analysts have been predicting an Apple Car in the next 1-2 years for the last 5-6 years. Just admit no one knows when it’s coming and stop guessing hoping to be right.
 
By then, cars will fly.

Honestly, I don't know why they haven't invested more into matter transport. Star Trek has accurately predicted nearly everything else that we enjoy today, but transporters are still fictional.
If I’m not wrong, I think a team was able to transport a few atoms of a substance across a laboratory a few years back. No where near being able to “beam” people or huge objects, of course, but the basic science has been proven!
 
All I know for sure is that the price will be insane and meant for the 0.5%'ers and those who put everything on credit. The Ferrari/Maserati class of buyers.
 
Kuo is a great source for products that are 6-18 months out. For products that are a few years out, I don‘t think his supply chain sources are as relevant. He has no sources inside Apple, unlike e.g. Gurman (from Bloomberg) and a few others.

Kuo cant have any supply chain sources, because Apple is not using any suppliers for the Apple Car. If they are developing a prototype, most likely everything is produced in house. Even if Apple is buying off the shelf part such as doors, mirrors, etc for a few prototypes, the order quanity is so small, that it would not leave any trace in the massive car manufcaturers supply chain. In addition, Kuo does not have any sources in this particular chain, which is quite different from the chip or display suppliers. Again, he is speculating and guessing but does not have a clue.
 
I drive as a significant portion of my profession, have had extensive driving training and consider myself a far above average driver.

But I recognize that a massive chunk of metal is moving so fast the human brain cannot possibly be the safest form of operation.

the tech is not there yet. But, at some point will be dangerous and downright selfish to choose to drive yourself. People are bad drivers.

even tech at its infancy right now, the majority of issues come from human drivers causing the accidents.

There is too much momentum, potential, and lives to be saved in this space for companies not to succeed here.
I agree, but the key question is how far are we from achieving a complete self-driving vehicles and what we need to get there. Tesla has 1 million "test cars" on the streets and the most skilful engineers in this field in the world, and yet year after year we are still waiting for a meaninful progress.
 
This is a Fake Video. AP in it’s current state cannot leave its lane, even for crash avoidance.
Very irresponsible of you to post something like this.
Tesla fanboys are really getting crazier by the day and I say that as a Tesla driver.
Nope. Wrong. Autopilot can move off the lane today.
Check 3 minutes 20 seconds into this video:

You can see no hands are on the wheel when it moved off the lane.

Another one:

Autopilot was never disengaged during that maneuver as the blue icon was on the entire time.
 
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Ecosystem and services. Tesla doesn’t support CarPlay. People in self driving cars will have a lot of time to consume digital services. Apple Car will play best with iphone, ipad, etc. Apple won’t do it if they can’t make money with it.
True, but do they need to make the car itself, for that? As you and others previously pointed out, that would require such colossal investment over hugely dispersed locations worldwide (bear in mind local taxation has great impact in car prices, so at least continental assembly lines -US/CN/EU-are almost compulsory). I feel if this is to happen, Apple should buy an Auto company with infrastructure already in place (as long as needed adaptations are economically viable)...maybe the Ferrari Next CEO rumour is a sign;)
 
By then, cars will fly.

Honestly, I don't know why they haven't invested more into matter transport. Star Trek has accurately predicted nearly everything else that we enjoy today, but transporters are still fictional.

Also still waiting for impulse drive, warp drive, shields, the replicator, syntherol, phasers, photon torpedoes amongst other things. :)
 
All I know for sure is that the price will be insane and meant for the 0.5%'ers and those who put everything on credit. The Ferrari/Maserati class of buyers.

I find it unlikely that they’d price for that audience. Not enough units to allow a scale and every other Apple product is achievable financially with maybe the exception of the Mac Pro.
 
the essence of apple in last decade has been about opening new channels of income first and great products second.

You say this as if there was a conflict or contradiction. The modus operandi of Apple has always been to „open new channels“ of revenue by making great products. This has not changed at all IMO. The car rumor is not outlandish because of two things: 1. Every (major) hardware product Apple makes is a computer; cars are rapidly turning into mobile computers. 2. Tim Cook has repeatedly said eventually Apple‘s biggest contribution to society will be health-related; today, cars kill many, many people every year, either directly (accidents) or indirectly (pollution). If Apple figures out how to make a meaningful contribution to solving one or both of these problems, they will enter this market – one way or another.
 
That is a ridiculous statement. Tesla, in Q4, made only $330M on nearly $9B revenue. That’s a tiny profit margin. Apple, in that quarter, made around $13B profit on $64B revenue.

To catch up, Tesla would need quarterly revenue of around $400B. That would mean they would need to sell about as much as the top five automakers combined, every quarter. Good luck with that.
Not necessarily so...Please bear in mind production infrastructure investments...they can “eat up” a lot of the cake...
 
Not necessarily so...Please bear in mind production infrastructure investments...they can “eat up” a lot of the cake...
They were responding to this: "Tesla are set to make more money than Apple could hope for in the next decade. Simple maths shows that!"

Given their current profit margins… good luck with that!

It doesn't matter whether the remaining money is put into infrastructure investments or Musk's personal Christmas gifts; at the end of the day, they are not "making more money than Apple".
 
Yes. Only 3. The reason that highways exist is because they cover the routes most people take over long distances.
Chill...Most doesn’t mean all, that’s why we’re here at Macrumours ;)
 
It self drives on local streets and highways *today* with human supervision.
Yep. Like I said, it'll be another 50-100 years before fully autonomous cars.

Progress is measured on the exponential scale, not on a linear scale.
It's the opposite of what you said. Progress is measured in a logarithmic scale. The more time advances, the less progress advances. Notice that even Moore's Law - a scale measuring semiconductor progress - has slowed down.
 
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They were responding to this: "Tesla are set to make more money than Apple could hope for in the next decade. Simple maths shows that!"

Given their current profit margins… good luck with that!

It doesn't matter whether the remaining money is put into infrastructure investments or Musk's personal Christmas gifts; at the end of the day, they are not "making more money than Apple".
Tough I also agree Apple’s margins, portfolio and brand value, grant it makes way more money than Tesla, but in fairness I was just pointing that the net returns needs to be balanced with business plan, specially in a “new” tech company; (albeit Musk claims usually don’t work out great in the timeline...) As far as where the money goes, well, shareholders might have a different opinion on that...Personally I think if Apple goes on to make it’s own car, that cash flow will take a meaningful hit...and some people may not be very cool with that.
 
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