In a recent research report, Guo Mingxuan mentioned that the specification of Apple car has not been finalized, and he would not be surprised if the release time of the vehicle was postponed to 2028 or later.
Apple Car specifications have not yet been determined, and Apple’s competitiveness in the autopilot market is uncertain.
Guo Mingyu believes that the market is “too optimistic” about the listing time of Apple cars. He has advised investors not to buy stocks related to Apple cars at this time.
Guo Mingji said that although he did not think that Apple Car had no chance to succeed, Apple’s competitiveness in the EV/ auto driving market was uncertain due to its deep learning / artificial intelligence backwardness.
The report states: “Our latest survey shows that Apple’s current development schedule is not clear. If development starts this year and everything goes well, it will be launched as early as 2025 to 2027. Due to changes in the electric vehicle / autonomous driving market and Apple’s high quality standards, we will not be surprised if Apple’s release time is postponed to 2028 or later 。”
“The market has great expectations for Apple Car. However, we remind investors that although Apple has many competitive advantages, it is not always successful in new businesses. For example, Apple has not entered the market of intelligent speakers. The demand for HomePod and HomePod Mini is lower than expected, and the development of new intelligent loudspeaker models has been suspended. The competition is more intense than smart speakers, so we think it is dangerous to draw the conclusion of Apple’s success. “
For the key problems faced by apple in producing electric vehicles, Guo mingpeng also proposed in the analysis report that the key factors for the success of Apple car are big data and artificial intelligence rather than hardware. When Apple Car is launched, the current auto driving brand will accumulate at least five years of big data, and is conducive to deep learning and artificial intelligence. Apple must first overcome this gap.
Previously, Reuters reported that Apple’s autopilot would adopt a unique “single battery” design. “By removing the bags and modules that contain battery materials to release the space inside the battery pack”, it may increase the mileage of each charge.
Elon Musk, CEO of Tesla, recently responded to Apple car rumors on Twitter and said that the “single battery” design is impossible. He also claimed that in the “darkest days” of model 3 production, he tried to sell Tesla to apple, but cook refused to attend the meeting.