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

reuters.com

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

#511
post #43

Earlier quoted context omitted.

> Apple is fundamentally now a company that can move immense amounts of capital into new industries with the underlying ethos of user experience. Also: insane supply-chain management chops, a skill that is more and more transferable - especially for electric cars.

Despite becoming more similar in recent years, the cell phone supply chain is still very different than the automotive supply chain. The number of parts/unit differs by an order of magnitude and so does the size and weight, not to mention manufacturing techniques and materials. These are capabilities, not so much skills, and they aren't as transferable as you may think. For instance, logistically things are very diff…

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

#512
Classic Apple. They dabble in various things for years until the moment is right to strike with a version 2.0 of something that others already make. Apple rarely enters the market with something that nobody has ever seen before.

Apple Watch, iPad, iPhone, and iPod... These were not the first products in their category, but they were the first to get the category truly right. This being said, I have no idea what Apple will get right about cars that others have not. But that’s the point, isn’t it. We never know ahead of time. There will just be a launch and then everything will change.

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

#513
post #484

Earlier quoted context omitted.

Hm... but a phone is orders of magnitude harder to build than a car (minus the computer). Keep in mind, Tesla didn’t design or build the computers. Cars use many more off the shelf parts, they have far easier supply chains to tap into. Designing and building the CPU, GPU, camera systems, neural chip/software, touchscreen, FaceID, etc. All of these components require way more competence to build than any single part o…

> Keep in mind, Tesla didn’t design or build the computers. Tesla has shipped their custom SoC in every new car since April 2019.

The point has nothing to do with whether they do now, but the relative complexity of building a car vs computer.

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

#514

This will be fun to watch unfold. A company with no innovative leadership since Jobs will get a bunch of Tesla rejects to build a an electric car with pie in the sky battery tech. If it doesn't need lithium they might have a shot. Also Apple isn't known for being a machine learning company, I'm sure the car will be very pretty but they're kidding themselves if they think they are making a self driving system that to…

> Apple isn't known for being a machine learning company, I'm sure the car will be very pretty but they're kidding themselves

Remember the first versions of Apple Maps compared to the (relative) incumbent's? It felt incredibly half-baked and received user/media feedback accordingly.

I can already see this happening with cars with the same response - "Well... building a [map/car/ml system] is hard..."

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

#515

Earlier quoted context omitted.

I pay for Netflix and HBO Max, and my friends (sorry "my family") use them. I don't pay for Disney+ or Hulu, but I use my friend's (sorry "family's") account. Additionally, canceling any of these services is trivial, and I can stagger them month by month if I wanted.

And? I can pirate movies and TV shows, too. I'm not sure how this changes my point.

Point is that cable was stuck to a single household.

Streaming is cheaper than cable because we can use it across a few households. Amortize costs down 2x-3x, on top of the fact that added up all these subscriptions still cost 20-30% less than cable.

This is just an extra bonus on the easy to cancel aspect, and the no ads aspect.

I think longer term you’ll see the Kickstarter/Patreon model for streaming be the final evolution of the Cable to Streaming transition. Which is likely what you’re still waiting for.

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

#516
post #421

Earlier quoted context omitted.

What FAANGs need to do, IMO, is to take their massive wealth and start thinking about some solutions to solve humanity's very urgent problems.

If I was a shareholder of FAANG (I'm not), I wouldn't be very excited about them taking on very unprofitable tasks like solving humanity's urgent problems.

Therein lies the problem, frankly.

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

#517
post #341

If I was an Apple shareholder (I guess I am, indirectly through Berkshire), this would piss me off. Apple is in a very good business. Cars are a terrible business. Just compare Apple’s margins to any car company. Also, it’s really hard to move into a business that is widely outside your core competency. It can be done, but the effort is huge, and I suspect the median track record is poor.

Nobody was making hundreds of billions off of cell phones, either. Until Apple suddenly did.

Exactly.

Apple's not going to go into cars unless it's confident of being able to make equivalent margins.

That's the entire point.

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

#518
post #299

Earlier quoted context omitted.

Despite becoming more similar in recent years, the cell phone supply chain is still very different than the automotive supply chain. The number of parts/unit differs by an order of magnitude and so does the size and weight, not to mention manufacturing techniques and materials. These are capabilities, not so much skills, and they aren't as transferable as you may think. For instance, logistically things are very diff…

The engine of my electric car has one moving part. One. Made in house from raw materials. Rolls of steel, copper, and aluminum. It’s also considered a single part for manufacturing and servicing purposes. So not simply one moving part. One part, period. >The number of parts/unit differs by an order of magnitude >car companies often rely on hundreds of suppliers See above. You must be thinking of ICE cars. >aren’t as…

> The engine of my electric car has one moving part. One.

Your electric car has doors. The doors have hinges, latches, interior handles, exterior handles, locks, lock switches, power window motors, power window switches, power mirror motors, power mirror switches, etc. Those are all moving parts. Those are all just in the doors.

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

#519

Earlier quoted context omitted.

Are you sure an EV is still that much more complex in terms of part count from a phone ? An ICE I would agree.

If you're asking this question seriously, I have to ask a clarification question: what are we actually talking about? Are we comparing just certain aspects of production of the whole thing? If you think about this from an engineering perspective for even 30 seconds there are so many differences that come to mind. - Pack has to go through an order of magnitude more charge cycles than a phone - Must operate in a much w…

> Pack has to go through an order of magnitude more charge cycles than a phone

I don't think this is true. Most electric cars are re-charged once a day, which is about the same as a phone.

> Must operate in a much wider variety of conditions than a phone

Also, not really true if you look at the range of temperature and conditions an iPhone is rated for. (Including water resistance. Mine went through a washing machine cycle and came out fine.)

> iPhones don't need to pass crash tests

iPhones protected highly delicate components against hard impact on concrete. That requires similar engineering delicacy as protecting human meat in car crashes.

> Brakes... suspension

The complexity of the accelerometers and camera systems deal with similar engineering challenges of the same quality.

> iPhones weight orders of magnitude less than a car

Does weighing less make something harder to engineer? If anything making complex machines that are feather-weight seems more challenging. Certainly you'd acknowledge that smartphones are harder to build than mainframes, even though the latter is an order of magnitude heavier.

> Regulatory requirements are way less stringent for phones

This is true. But given Apple's unrelenting engineering excellence, there's very little chance they'll design a substandard or unsafe product. Therefore regulatory compliance is merely an issue of hiring enough lawyers. Apple has plenty of cash to hire lawyers. Certainly much more than GM.

> Lights

iPhones definitely have lights.

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