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热点回顾 | 等待苹果汽车横空出世的那一天

Hot review | Waiting for the day the Apple car came out of nowhere

見聞Auto ·  Jun 12, 2022 11:07

Source: Auto

In the past few years, Apple Inc has only heard of his car, and Cook has never given him a word.

The last time I heard the news that Apple Inc was building a car, it was the "Apple Car team has been disbanded" on March 15. Unexpectedly, Apple Inc threw out the "Wang Fang" and Cook took the CarPlay back to the stage.

Apple Inc held the annual WWDC Global developers Conference on June 6, local time. On this stage, which is called the "Spring Festival Gala in the science and technology world" by fruit fans, Apple Inc released a new generation of CarPlay in-car system, which has the ambition of turning cars into Apple Inc cars. Consumers are looking forward to whether they can drive an Apple Inc in the future.

For Apple Inc, who is good at ecological construction, the on-board system may only be the vanguard weapon for Apple Inc to enter the automobile industry, and the subsequent birth of Apple Inc car is also very possible.

In the current global large-scale competition for new energy and smart cars, Tesla, Inc. has taken the lead, but this does not mean that Musk is already a sure winner. Apple Inc, who has strong financial resources, technology, and brand, may be the real king of the automobile industry in the future.

If Jobs is Apple Inc and the "godfather" of smartphones, then Musk can be said to be the "godfather" of Tesla, Inc. and smart cars. Jobs and Musk, two immortal business wizards, met across time and space in the history of human car building. Apple Inc and Tesla, Inc. will have a war in the end.

CarPlay comes first

This is probably Apple Inc's biggest public achievement in the automotive field. When introducing CarPlay, Apple Inc was full of confidence and showed a rare bit of impatience.

Emily Schubert, senior manager of automotive experience engineering at Apple Inc, said that almost 98 per cent of cars in the US can use CarPlay,79%. American consumers say they only want to buy cars with CarPlay.

Covering the vast majority of vehicles in the United States means that this has become a major business of Apple Inc, indicating that Apple Inc's in-car system has been deeply rooted in the hearts of the people.

This is just data from the previous generation of systems, where the previous CarPlay only provided simple navigation and entertainment functions, while the new CarPlay has been fully upgraded to infiltrate the underlying core functions of the car and take over all screen and cockpit controls. There are infinite possibilities behind this, including Apple Inc's ambition to build a car through backdoor (OEM).

In Apple Inc CarPlay's cooperation list, it can be found that they are all well-known established car companies, such as Mercedes-Benz, Audi and Porsche.

Emily said models with the new system will be released later in 2023. In other words, Apple Inc began to create momentum a year ahead of schedule, which shows that Apple Inc attaches great importance to it, which once again arouses everyone's expectation of Apple Inc car.

Unlike Huawei, which has always claimed that it only helps car companies build good cars, Apple Inc, who was determined to build cars from the beginning, how can a single in-car system meet its ambitions? After all, CarPlay means that Apple Inc has to cooperate deeply with car companies, otherwise he won't have access to the underlying core data.

And even if the newly upgraded CarPlay can take over not all intelligent car systems, the core self-driving assistance system is not included, which is the most important part of almost all car manufacturing companies, and it is also the most important thing for Baidu, Inc., Huawei and XIAOMI, who are committed to the development of smart cars. Not long ago, Huawei released its latest autopilot technology with the help of the polar fox.

Therefore, Apple Inc has his own car-building system, which has become a matter of letting nature take its course. Apple Inc's car is about to appear.

On June 8th, he Xiaopeng, chairman and CEO of XPeng Inc., commented that CarPlay was in front of Apple Inc.

In fact, Apple Inc's car-building history can be traced back to 8 years ago. In 2014, approved by Cook, Apple Inc launched the Titan project, and then used the "money ability" to poach players from Alphabet Inc-CL C, Mercedes-Benz, Tesla, Inc. and other companies to form a core team with Silicon Valley + auto industry genes.

By the end of 2019, Apple Inc had poached more than 300 people (CNBC data) from Tesla, Inc.. To this end, Tesla, Inc. specially issued a statement saying, "Apple Inc holds 100 times as much money as we do, so of course they can give a higher salary" to explain their brain drain.

However, later, because Apple Inc repeatedly swayed in the car-building route and direction, and there was no partner and form to land for a long time, the executives involved in the Titan project left in large numbers, and the project stalled several times.

March 15 this year, there is another "bad news" came, "Apple Inc Apple Car team has been disbanded for some time." "if you want to mass-produce Apple Car in 2025, you need to restructure the team within 3-6 months," said Guo Mingyi, an analyst at Tianfeng International. "

Three months later, the market sure enough waited for the new development of Apple Inc's automobile plan. although it only released the car machine system, it also indicated that Apple Inc did not give up the car-building plan and had the intention of making a comeback.

Ecological continuity?

Apple Inc's ability to have such a strong appeal is essentially the concentrated embodiment of his product power and biosphere ability. Apple Inc has always dominated the digital circle with high-quality ecological interaction, so he has attracted a large number of fans.

Apple Inc intends to copy his mobile phone ecology into the automobile ecology. The first step is to build and spread the vehicle-machine system.

Haitong International said that by the end of 2021, CarPlay had partnered with more than 70 car companies around the world on 720 models, ahead of competitors such as Baidu, Inc. CarLife, Huawei HiCar, Tencent Auto Union and BABA AliOS. And said that the vehicle operating system is expected to become the cornerstone of Apple Inc automotive business differentiation.

IOS, the underlying system of CarPlay, is one of the most competitive mobile operating systems in the world. In January, iOS's market share increased by about 6 percentage points to 25.49% over the past five years, while Android's market share fell 5% during that period, according to StockApps. The report believes that it is due to increased competition, which also points out from the side that Apple Inc's software is becoming more and more competitive.

In addition to the software strength of housekeeping, Apple Inc's hard power reserve is quite comprehensive and perfect.

First of all, Apple Inc is one of the few technology companies that have the ability to independently develop chips and have rich experience in manufacturing, which lays a solid foundation for research and development of on-board chips. The newly released M2 chip has achieved another 20% performance improvement and 25% energy saving on the previously powerful M1 chip. Haitong International said that Apple Inc has the ability to expand into the field of vehicle chips.

The second is Apple Inc's supply chain system, in which leading contract manufacturers, such as Lixun Precision and Foxconn, have set foot in the field of intelligent electric vehicle manufacturing in recent years in order to cater to the market and secretly prepare for Apple Inc to build cars. This gives Apple Inc a strong supply chain advantage to enter the intelligent car in an all-round way.

In addition, Apple Inc has a rich patent reserve. According to Insights Greyb statistics, Apple Inc has 421 patents on smart cars, covering self-driving sensors, lidar, steering systems, lighting systems and other fields.

Of course, car building also requires a lot of money, because in the perception of many people, the Xineng car track is a sustained "strategic loss" industry. A few years ago, Li Bin proposed not to build a car without 20 billion yuan, and then he raised the threshold to 40 billion. With the continuous influx of new players from electric cars, the threshold may be even higher in the future.

From mobile phones to cars, Apple Inc should continue his intelligent ecology. It can be expected that in the near future, Apple Inc cars carrying CarPlay will run on the streets of major cities.

It can be said that Apple Inc's hands are full of "Wang fried" cards, not only highly lethal, but also the ability to shuffle the industry directly. This can be felt from its self-esteem without "moving".

After the announcement of car-building in 2014, even before a single car was seen, the giant car companies already shivered. In 2016, Musk said: "Tesla, Inc. 's biggest competitor is not Alphabet Inc-CL C, but Apple Inc company." Herbert Dis, head of the Volkswagen Group, also admitted in 2020 that Apple Inc's car construction brings more challenges to Volkswagen than Toyota. "

Everything seems to be in place except Dongfeng, but after eight years of failed car-building, Apple Inc has become more cautious and focused, focusing on the software systems that he is best at as a breakthrough. If CarPlay can get good market feedback and data growth after its launch next year, Apple Inc will go a step further from the dream of building a car.

Under the upsurge of "building cars by the whole people", Apple Inc seems to be the one who caught up with the evening collection, but his appearance of king has become apparent. When Apple Inc takes off his invisibility cloak, it will be a time for the industry to shake.

When will this day come? we can only wait for the last jigsaw puzzle of Apple Inc car.

Edit / Jeffrey

The translation is provided by third-party software.


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