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Apple targets car production by 2024, eyes ‘next level’ battery tech: sources

reuters.com

241–250 of 699 posts

Re: Apple targets car production by 2024, eyes ‘next level’ battery tech: sources

#241
post #6

The Tesla Model 3 already embodies the minimalism, software focus, and vertical integration that have driven Apple's success in the phone market. Right down to the custom SoC and capacitive touchscreen in lieu of buttons. I'm really curious what Apple's differentiators will be. Also, 2024 still seems aggressive to deploy self-driving for real.

Having recently sold my Tesla Model 3 I can say there is a lot to be desired with that car. The biggest lesson from Tesla is that cars are not cellphones. Having one display off to the side, without buttons, that does everything is an awful experience in a car. I hope that Apple learns that lesson. I think if they had gone first they might have made that mistake too, but now that it's been tried they can find interes…

I'm waiting for a good PEV from Mazda. They announced a policy of no touch screens.

Re: Apple targets car production by 2024, eyes ‘next level’ battery tech: sources

#242
Regarding the topic of whether Apple can differentiate itself in the auto industry — I recently bought my first car, a 2017 Subaru Forester. The vastness of the American auto market alone, let alone the international market, left me speechless.

Every manufacturer offers models in categories from large pickup truck to family roadtripper to mid-size crossovers, each model with trims that could vary the performance and aesthetics and targeted price points that could raise the final price by tens of thousands.

The Internet is filled with car forums, not including Reddit or Facebook groups, jam-packed with users. Forums for individual models, like one for each of the Subaru Forester, Outback, Crosstrek, and Ascent. Forums for auto-detailing, rally racing, off-roading, and countless other activities.

Car financing and used-car sales provide further flexibility for people to buy their cars. The size of the auto financing industry in the U.S. is in the ballpark of ~$1.2 trillion.

YouTube has probably millions of hours of car videos — any random model from any random manufacturer has review videos from countless owners, each one with tens of thousands to millions of views, and these are refreshed every year. There are reviews for different tires, engine mods, accessories, trims, 6-months of use, 12-months of use, snow usage, and off-roading usage.

The automobile, at least, is one of the indisputable triumphs of capitalism and the modern global economy, a testament to its ability to serve every customer at every price point and nearly every use-case. Yes, there are environmental impacts of car usage, and quality of life externalities due to traffic and roads, but, for this post at least, I want to appreciate the automobile and how significant it is to our lives.

There's plenty of room for Apple, and car owners and renters across the world, I'm sure, will benefit from its entrance, whatever way, shape, or form it takes.

Re: Apple targets car production by 2024, eyes ‘next level’ battery tech: sources

#244

Earlier quoted context omitted.

Having recently sold my Tesla Model 3 I can say there is a lot to be desired with that car. The biggest lesson from Tesla is that cars are not cellphones. Having one display off to the side, without buttons, that does everything is an awful experience in a car. I hope that Apple learns that lesson. I think if they had gone first they might have made that mistake too, but now that it's been tried they can find interes…

I disagree with your assessment of the one screen driving experience. First and foremost the use of the screen is incidental to driving. Just the normal eye travel one has when checking the mirrors is more than sufficient to pick up your speed and outside of that the glance time is insignificant. If you really want to make this fun, you don't even need to know as you can use traffic aware cruise control, a feature ma…

This sounds like something someone would write when they are young and don’t have issues with focusing near and far. Having speed off to the side is terrible. End. Stop.

Re: Apple targets car production by 2024, eyes ‘next level’ battery tech: sources

#245
post #6

The Tesla Model 3 already embodies the minimalism, software focus, and vertical integration that have driven Apple's success in the phone market. Right down to the custom SoC and capacitive touchscreen in lieu of buttons. I'm really curious what Apple's differentiators will be. Also, 2024 still seems aggressive to deploy self-driving for real.

>I'm really curious what their differentiators will be Extremely good build quality? Accessories notwithstanding, most of their products look and feel like they were built extremely well. Even their failures like the butterfly keyboard looked and felt like they were built to extremely tight tolerances.

Apple build quality has nothing special in the absolute. It's just that most of the phones or laptops of tons of manufacturers have cheap plastic body. But there are also plenty of less cheap but really nice products from other brands, and there are plenty of consumer electronics devices that have nice mechanical build quality. You can even easily found really cheap objects, compared to premium phones or laptops, with a nice build quality. You don't see that often for computers and phones because low cost models are low margin and the market for a nice mechanical design but otherwise low end specs is too small.

Instruct an engineer to design something that is not crap and they will do it, and it will be mass produced with tight tolerance if specified like that. On the manufacturing side... Apple does not manufacture anyway.

And that brings me to: a car is not exactly the same thing as your small household appliance. Like we saw with Tesla, it is not trivial to do with a good build quality, both on the design front and on the build front (way more difficult than small and mostly static objects) -- and it is harder to reject a car with a not stellar build quality because that's more expensive and a huge part of the value is in the mechanics. And quite related: for now Apple does not manufacture, if they start to do cars, will they? Otherwise who will?

Re: Apple targets car production by 2024, eyes ‘next level’ battery tech: sources

#246
post #106

Earlier quoted context omitted.

I'm not sure I see that. Clearly they are good at making computer like things, but it's not like they're God's gift to supply chain management. There's been quite a few mistakes over the years. Hard to see them doing better than car companies that have been building cars for decades. I'm also not sure what Apple's edge here is. At this point all I really want out of an entertainment center is a screen for my phone to…

> Hard to see them doing better than car companies that have been building cars for decades. I'm sure Nokia had the same confidence in 2005.

Nokia was in a really good position and squandered it as the market shifted.

Re: Apple targets car production by 2024, eyes ‘next level’ battery tech: sources

#247
post #121

This is starting to make increasingly more sense even though Apple making a car seemed laughable a few years ago. Apple is fundamentally now a company that can move immense amounts of capital into new industries with the underlying ethos of user experience. Apple Card was perhaps a dipping of the toes moment. In theory, Tesla shouldn't be worth what it is because the tech behind it is increasingly getting commoditize…

> they've really thought through the UX of a semi-self driving car Minor side note. I'm sure a lot of the experience is well-designed but I can't help but grimace every time I see that huge touch tablet instead of physical buttons on the dashboard.

That’s Ok. A lot of people thought keyboards on phones were an absolute requirement too.

Like with phones, having touch screen control everything provides extraordinary flexibility in rolling out new software features and ultimately improving UX.

Remember this design is supposed to lead the way into an FSD future achieved through purely software updates.

Whether they succeed in automating the majority of miles driven, they designed the car with that future fully in mind.

For what it’s worth, it’s one of my favorite parts of the car, and certainly it’s my kids favorite part of the car.

Re: Apple targets car production by 2024, eyes ‘next level’ battery tech: sources

#249

This is starting to make increasingly more sense even though Apple making a car seemed laughable a few years ago. Apple is fundamentally now a company that can move immense amounts of capital into new industries with the underlying ethos of user experience. Apple Card was perhaps a dipping of the toes moment. In theory, Tesla shouldn't be worth what it is because the tech behind it is increasingly getting commoditize…

"In theory, Tesla shouldn't be worth what it is because the tech behind it is increasingly getting commoditized (though they work hard to stay slightly ahead). But people love Tesla and it's the first choice EV because they've really thought through the UX of a semi-self driving car EV thoroughly". No need to theorize at this point. Plenty have pointed out how overinflated Teslas value is at this point. It's pretty m…

Have you driven Tesla and other comparable EV's?

From my experience, Tesla's tech (I drive a VW) is ahead of their competition pretty handily.

The new Ford Mustang Mach looks competitive, but even that is still at least 9 months away.

The VW id4 EV is sold out, and they are taking pre-orders for the next batch.

Tesla has first mover advantage when it comes to mass market EV's. It's not just cult of personality.

Re: Apple targets car production by 2024, eyes ‘next level’ battery tech: sources

#250

The matter really turns on the rate of progress of Tesla technology vs. Apple (or anyone else). Tesla's lead is large enough that the established auto companies still (as far as I've seen) don't have compelling strategies for closing the gap. As a technology company, Apple comes at the issue from a different perspective, and arguably, one with much more overlap to Musk, et al. Batteries are notoriously difficult to i…

Apple has billions of data points about batteries with iPhones, Macbooks, iPads, etc..... Obvious those are not used in the same manner car batteries are, but still.

I'd say there's a slim possibility.

But clearly it's a tough nut to crack because there hasn't really been much progress despite the necessity/urgency.

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