MassiveAttack

qwerty52 said:

MassiveAttack said:

That´s what I said and mean. 

OEMs do not want to be the next Foxconn.

Apple needs to be realistic in degree of control. 

I much prefer a "Apple Car" with their M1-like chips and their battery technologies to generate as high margins as possible.
But that´s what OEMs do not want exactly. 

I hope Apple realizes that Apple will not find any OEMs for their request. 

Not agree. I am sure, that not all of the OEMs will be able to make a successfully transition from classical engine cars to electrical cars, because of many reasons: not enough money for new investments , not enough research and development capabilities, not enough engineering capacity with knowledge in an all new type of vehicle.

So I think all of those OEMs will be very happy, to be able to work together with Apple, because otherwise they will become  the Black Berry’s and the Nokia’s of the car industry.

Actually, they would not work "with" Apple, but "for" Apple. 
Even OEMs need to be realistic in terms of their own capability and ability for the transformation, but Apple needs to have something in their hand in few months if Apple would like to launch their first Apple Car in 2024 or 2025. 

Be aware that Apple must hurry up and speed up. Otherwise, it would be too late for Apple if Apple cannot make their car projects in 2025. 

dk49 said:

MassiveAttack said:

dk49 said:

MassiveAttack said:

oberpongo said:

These statements from VW CEO are very similar to what the CEOs of Nokia, Blackberry and Microsoft said about the iPhone when it was unveiled in 2007. time will tell if VW will be as forgotten as Nokia and Blackberry. 

Actually, VW has the best potential to be the best on the market if VW could rule their software issue and could generate a competitive OS system.

Just imagine, VW could bring out an OS system, which work for VW, Audi, Skoda and other subsidiaries like Apple is doing with iPhone, iPad, Mac, watch etc. 

This network effect will bring VW to the No. 1. 

If you sell your VW and buy Audi, your data still exists and you do not have to start from zero because their OS system work for all subsidiaries. 

In this case, Apple must speed up to make a common agreement with any other OEMs or Magna. 
Apple has no time and time is ticking. 

The automotive area is the most conservative sector, where you will never see another Foxconn. 

Apple will have a difficulty to finde one car maker, who is willing to make cars for Apple. I highly doubt it. 

That's the thing. Creating a brand new OS from scratch isn't a joke. It's even more difficult than building a car from scratch. So many companies have tried this and failed. All of the custom OS that you see like Huawei's Harmony OS are just forked versions of Android. The OS ecosystem is so matured and integrated that even Microsoft failed to make a dent in the mobile market and had to eventually close it's mobile plans. And platform (OS) is really everything. Even tech giants like Facebook had to bow down in front of the platform (iOS). That's why Apple and Google are in a very unique and lucrative position in the tech industry, that's unmatched.

Totally agree with you.
However, the strategy of OEMs would be to reject Apple as long as Apple gives up. 
If they are not willing to make Apple cars, Apple would be out of the competition by assuming that Apple will not buy an OEM. 

As I said, time is running and ticking at the moment. The time is against Apple. 

I currently work in the automotive area and I cannot imagine that Apple will find one OEM, which is willing to make cars for Apple. 

The automotive market is a completely different animal and there will be no next Foxconn. 

I am excited to get some "official" news in the future how Apple would handle this challenge.

Are saying that OEMs would boycott Apple just so that they can maintain their existing customers? Doesn't make sense! This is business, not a family show where companies care about each other. If any OEM sees money in doing business with Apple, they will do it! Sure, existing car manufacturers might not want to partner because that will dilute their brand image. Though I think someone will eventually do it. Automotive industry is a fierce industry, and not every car company is killing it. And even if no car manufacturer agrees to manufacture for Apple, contract manufacturers like Magna are always there.

The issue is that Apple is looking for a car maker, which is willing to be the next Foxconn. 

No car maker will want to be the next Foxconn. The margin is low. 

As I already mentioned: Every single car maker cannot make money by only making cars.

Car makers are currently doing their best to make their own OS system. If it will be successful, it is another question. Only time will give us the answer.

oberpongo said:

These statements from VW CEO are very similar to what the CEOs of Nokia, Blackberry and Microsoft said about the iPhone when it was unveiled in 2007. time will tell if VW will be as forgotten as Nokia and Blackberry. 

Actually, VW has the best potential to be the best on the market if VW could rule their software issue and could generate a competitive OS system.

Just imagine, VW could bring out an OS system, which work for VW, Audi, Skoda and other subsidiaries like Apple is doing with iPhone, iPad, Mac, watch etc. 

This network effect will bring VW to the No. 1. 

If you sell your VW and buy Audi, your data still exists and you do not have to start from zero because their OS system work for all subsidiaries. 

In this case, Apple must speed up to make a common agreement with any other OEMs or Magna. 
Apple has no time and time is ticking. 

The automotive area is the most conservative sector, where you will never see another Foxconn. 

Apple will have a difficulty to finde one car maker, who is willing to make cars for Apple. I highly doubt it. 

From the strategy point of view, it would make sense for Renault because Renault would enter the US market (even with Apple logo).

george kaplan said:

The problem with Mazda is no experience with electric vehicles. If Apple is going to pair with a company, it would make sense to partner with a company which has experience making electric vehicles on its assembly line *in the US*. Mazda hasn’t done this (and I think it’s major North America plants are in Mexico anyway).

But Nissan has been making the Leaf in this country, and VW is preparing to build its ID.4 in the US as well. The VW base BEV chassis is widely regarded as one of the most advanced, to be used by both VW and Audi. I have no idea if the US plant for the ID.4 will have excess capacity, but Apple would be building on a great platform. 

There is always the chance that Kia could circle back, since they likewise have a very promising BEV platform and can build in the US. Apple clearly has much to figure out in the months to come. 

Mazda MX-30??