slprescott

JinTech said:

slprescott said:

Would they license this to one (or more) of the tradition car companies? That's not typically Apple's approach: they don't view themselves as a component supplier; they like to define and deliver the entire solution to the end user.

Then what do you consider CarPlay?

Yes, you're right.

Personally I still question Apple's interest in licensing a nav-system to car OEMs, but you're right that CarPlay has some similarities.

Two notes:

1. The article's first sentence says, "... there was one bright spot in Apple's September quarter sales results." This is ridiculous. I listened to the entire analysts call, and Apple reported an excellent quarter in almost all metrics: revenue, EPS, gross margin, unit sales. They beat Wall Street expectations in most areas. Services was was not the "one" bright spot.

2. Tim mentioned one startling metric: Apple Pay volume for the 1 month of September exceeded Apple Pay for the entire YEAR of 2015. Wow... that's growth!

While I can understand Apple's hesitance about becoming a car manufacturer, I struggle to see the commercial opportunity of them producing 'just' an AR-enhanced autonomous driving solution.

Would they license this to one (or more) of the tradition car companies? That's not typically Apple's approach: they don't view themselves as a component supplier; they like to define and deliver the entire solution to the end user.

As Billy Joel says,
  "Get it right the first time, that's the main thing.
    Get it right the next time, that's not the same thing."

This will pass... but first impressions are important.

Apple's revenue from the deal: $1,500

(... assuming this is covered by the 0.15 percent transaction fee announced when Apple Pay began)