Ratman
2020-12-27
Interesting ventures
What Apple Would Want From the Auto Market?<blockquote>苹果想从汽车市场得到什么？</blockquote>
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That’s more than the market values ofFord Motor(F),General Motors(GM), andFiat Chrysler(FCAU) combined. Imagine if Apple had actually announced something.</p><p><blockquote>iCar的讨论始于路透社的一篇报道，投资者的回应是将苹果（股票代码：AAPL）的市值从周一的低点到周二的收盘上涨了约1,450亿美元。这超过了福特汽车(F)、通用汽车(GM)和菲亚特克莱斯勒(FCAU)的市值总和。想象一下，如果苹果真的宣布了一些事情。</blockquote></p><p> Stories about Apple’s ambitions in the automobile market have swirled for at least a decade. “Steve Jobs, if he’d lived, was going to design an iCar,” Mickey Drexler, a former Apple board member,said in a 2014 interviewat the Parsons School of Design in New York. Over the years, there have been reports that Apple has hired hundreds of engineers for what is supposedly known as Project Titan. The Reuters report says that Apple has new battery technology that will provide longer range and lower costs than existing batteries used byTesla(TSLA) and others. Apple isn’t saying anything—it never talks about unannounced products—but I doubt that we will see iCar dealerships anytime soon.</p><p><blockquote>关于苹果在汽车市场野心的故事已经流传了至少十年。“如果史蒂夫·乔布斯还活着，他一定会设计iCar，”苹果前董事会成员米基·德雷克斯勒(Mickey Drexler)2014年在纽约帕森斯设计学院接受采访时表示。多年来，有报道称苹果为所谓的泰坦计划雇佣了数百名工程师。路透社报道称，苹果拥有新的电池技术，与特斯拉（TSLA）和其他公司使用的现有电池相比，该技术将提供更长的续航里程和更低的成本。苹果什么也没说——它从不谈论未公布的产品——但我怀疑我们会很快看到iCar经销商。</blockquote></p><p> To be clear, the appeal of this idea is obvious. Apple’s sales are enormous—Wall Street expects $330 billion in the September 2022 fiscal year. To drive meaningful growth, it must aim at large markets. And as my colleague Al Root has calculated,the world’s 26 largest auto makers last year had sales of more than $2 trillion combined.</p><p><blockquote>需要明确的是，这个想法的吸引力是显而易见的。苹果的销售额巨大——华尔街预计2022年9月财年的销售额将达到3300亿美元。为了推动有意义的增长，它必须瞄准大型市场。正如我的同事Al Root计算的那样，去年全球26家最大的汽车制造商的总销售额超过2万亿美元。</blockquote></p><p> But I find the notion of Apple becoming a full-fledged car company far-fetched. Sure, Apple has long been nibbling around the edges of the auto market with its CarPlay service for in-cabin entertainment and maps. Yet Apple’s expertise is in design, engineering, logistics, and marketing. It doesn’t manufacture anything, relying on contractors to make phones, Macs, and other wares. As Citigroup analyst Jim Suva notes, making cars would compress Apple’s margins, making it an unlikely strategy.</p><p><blockquote>但我发现苹果成为一家成熟汽车公司的想法有些牵强。当然，苹果长期以来一直通过其用于车内娱乐和地图的CarPlay服务蚕食汽车市场的边缘。然而，苹果的专长是设计、工程、物流和营销。它不生产任何东西，依靠承包商制造手机、苹果电脑和其他商品。正如花旗集团分析师Jim Suva指出的那样，制造汽车会压缩苹果的利润率，使其成为一项不太可能的战略。</blockquote></p><p> At the same time, Apple is not just going to ignore a $2 trillion market. Morgan Stanley auto analyst Adam Jonas wrote last week that he and his tech analyst colleagues have long thought that Apple would one day design and engineer a car.</p><p><blockquote>与此同时，苹果不会忽视2万亿美元的市场。Morgan Stanley汽车分析师Adam Jonas上周写道，他和他的科技分析师同事长期以来一直认为苹果有一天会设计和制造汽车。</blockquote></p><p> “It’s not that we believe Apple wants to get into the auto industry as conceived by today’s auto companies, but that Apple may have an interest in enhancing the driving experience with vertical integration of hardware, software, and services,” he said in a research note.</p><p><blockquote>他在一份研究报告中表示：“我们并不认为苹果想要像当今汽车公司所设想的那样进入汽车行业，而是苹果可能有兴趣通过硬件、软件和服务的垂直整合来增强驾驶体验。”笔记。</blockquote></p><p> Jonas thinks that the value of services in the “internet of cars”—multiply monthly active users (drivers) by average revenue per driver—could dwarf sales from simply selling cars. “The world’s 1.2 billion light vehicles travel in excess of 10 trillion miles per year, and humanity spends over 600 billion hours of time inside automobiles annually...the equivalent of 68 million years,” he said.</p><p><blockquote>乔纳斯认为，“车联网”中的服务价值——每月活跃用户（司机）乘以每个司机的平均收入——可能会让单纯销售汽车的销售额相形见绌。“世界上12亿辆轻型汽车每年行驶超过10万亿英里，人类每年在汽车内度过的时间超过6000亿小时……相当于6800万年，”他说。</blockquote></p><p> Now, imagine those were autonomous cars. That would free up a lot of consumer time to watch Apple TV+, listen to Apple Music, read Apple News, and play in Apple Arcade on iPhones, iPads, or MacBooks.</p><p><blockquote>现在，想象一下那些是自动驾驶汽车。这将为消费者腾出大量时间观看苹果TV+、听苹果音乐、阅读苹果新闻频道以及在iPhones、iPads或MacBooks上玩苹果街机游戏。</blockquote></p><p> Tesla CEO Elon Musk entered the iCar discussion on Tuesday.In a tweet, he said that during a difficult moment for his company, he reached out to Apple CEO Tim Cook to discuss selling Tesla to Apple for a 10th of the recent price (let’s call it $60 billion). Cook “refused to take the meeting,” Musk wrote.</p><p><blockquote>特斯拉CEO Elon Musk周二加入了iCar讨论。他在一条推文中表示，在他的公司处于困难时刻，他联系了苹果首席执行官Tim Cook，讨论以最近价格的十分之一（苹果600亿美元）将特斯拉出售给看涨期权。马斯克写道，库克“拒绝参加会议”。</blockquote></p><p> Whether an Apple/Tesla combination would have worked, we’ll never know.</p><p><blockquote>苹果/特斯拉的组合是否可行，我们永远不会知道。</blockquote></p><p> Let’s get small: The huge 2002 tech rally has stripped the landscape clean of obvious bargains. (Though I think I found one inYelp[YELP]; see“Yelp Stock Deserves a Positive Review. Expect a Reopening Rebound.”.) In search of cheap merchandise, I chatted recently with Jeffrey Meyers, proprietor of Cobia Capital, a New York–based hedge fund. His preference is for unloved and unknown tech companies with market caps under $3 billion that trade at modest multiples. Here are two examples.</p><p><blockquote>让我们从小处着眼：2002年科技股的巨大反弹已经清除了明显的便宜货。（虽然我想我在Yelp[Yelp]上找到了一个；参见“Yelp股票值得积极评价。期待重新开放的反弹。”。）为了寻找廉价商品，我最近与纽约对冲基金Cobia Capital的所有者杰弗里·迈耶斯（Jeffrey Meyers）聊了聊。他更喜欢市值低于30亿美元、市盈率适中的不受欢迎和不知名的科技公司。这里有两个例子。</blockquote></p><p> Meyers is keen onAirGain(AIRG), which makes antennae for fixed and mobile wireless applications. He’s especially jazzed about the prospects for a new AirGain antenna for first-responder vehicles that allows them greater range so radio signals can penetrate farther into buildings. AirGain is up about 40% this year, but he sees higher highs. Now trading for about $15, it could be a $75 stock a few years from now, he thinks.</p><p><blockquote>迈耶斯热衷于AirGain(AIRG)，该公司为固定和移动无线应用生产天线。他对用于急救车辆的新型AirGain天线的前景特别兴奋，这种天线可以使它们具有更大的范围，以便无线电信号可以穿透更远的建筑物。AirGain今年上涨了约40%，但他预计会有更高的高点。他认为，现在的交易价格约为15美元，几年后可能会成为75美元的股票。</blockquote></p><p> He is also enthusiastic aboutNordic Semiconductor(NOD.Norway), a Norwegian company that makes Bluetooth chips for things other than smartphones: headsets, keyboards, mice, and other applications. Meyers notes that the chips are found, for instance, in Tile tracking devices, which can be attached to almost anything that you wouldn’t want to lose—your dog, say, or your keys. Apple is rumored to be working on a similar product, which he thinks also could include Nordic’s chips.</p><p><blockquote>他还对Nordic Semiconductor(NOD.Norway)充满热情，这是一家挪威公司，为智能手机以外的产品生产蓝牙芯片：耳机、键盘、鼠标和其他应用。迈耶斯指出，例如，这些芯片可以在瓷砖跟踪设备中找到，这些设备可以连接到几乎任何你不想丢失的东西上——比如你的狗或你的钥匙。据传苹果正在开发类似的产品，他认为该产品也可能包括Nordic的芯片。</blockquote></p><p></p><p> Nordic shares aren’t as cheap as those of other Meyers picks, but the company is seeing accelerating growth—revenue was up 45%, year over year, in the September quarter and 34% sequentially—in a growing niche. Nordic, meanwhile, is gaining some early traction in chips used in cellular-based Internet of Things applications.</p><p><blockquote>Nordic的股票并不像Meyers精选的其他股票那么便宜，但该公司正在加速增长——9月份季度的收入同比增长45%，环比增长34%——在一个不断增长的利基市场。与此同时，Nordic在用于基于蜂窝的物联网应用的芯片方面获得了一些早期关注。</blockquote></p><p> Wall Street is looking for…well, there aren’t any U.S. analysts. Just the kind of stock Meyers loves. Nordic could be acquisition bait for many potential buyers, he says, as the chip sector continues to consolidate.</p><p><blockquote>华尔街正在寻找……嗯，没有任何美国分析师。正是迈耶斯喜欢的那种股票。他表示，随着芯片行业的持续整合，Nordic可能成为许多潜在买家的收购诱饵。</blockquote></p><p></p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>What Apple Would Want From the Auto Market?<blockquote>苹果想从汽车市场得到什么？</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhat Apple Would Want From the Auto Market?<blockquote>苹果想从汽车市场得到什么？</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2020-12-25 11:18</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Talk that Apple could launch an autonomous car as soon as 2024 had the market abuzz this past week.</p><p><blockquote>过去一周，有关苹果最早可能在2024年推出自动驾驶汽车的传言在市场上引起了热议。</blockquote></p><p> The iCar chatter started witha Reuters report, and investors responded by bidding up the market cap of Apple (ticker: AAPL) by about $145 billion from Monday’s low to Tuesday’s close. That’s more than the market values ofFord Motor(F),General Motors(GM), andFiat Chrysler(FCAU) combined. Imagine if Apple had actually announced something.</p><p><blockquote>iCar的讨论始于路透社的一篇报道，投资者的回应是将苹果（股票代码：AAPL）的市值从周一的低点到周二的收盘上涨了约1,450亿美元。这超过了福特汽车(F)、通用汽车(GM)和菲亚特克莱斯勒(FCAU)的市值总和。想象一下，如果苹果真的宣布了一些事情。</blockquote></p><p> Stories about Apple’s ambitions in the automobile market have swirled for at least a decade. “Steve Jobs, if he’d lived, was going to design an iCar,” Mickey Drexler, a former Apple board member,said in a 2014 interviewat the Parsons School of Design in New York. Over the years, there have been reports that Apple has hired hundreds of engineers for what is supposedly known as Project Titan. The Reuters report says that Apple has new battery technology that will provide longer range and lower costs than existing batteries used byTesla(TSLA) and others. Apple isn’t saying anything—it never talks about unannounced products—but I doubt that we will see iCar dealerships anytime soon.</p><p><blockquote>关于苹果在汽车市场野心的故事已经流传了至少十年。“如果史蒂夫·乔布斯还活着，他一定会设计iCar，”苹果前董事会成员米基·德雷克斯勒(Mickey Drexler)2014年在纽约帕森斯设计学院接受采访时表示。多年来，有报道称苹果为所谓的泰坦计划雇佣了数百名工程师。路透社报道称，苹果拥有新的电池技术，与特斯拉（TSLA）和其他公司使用的现有电池相比，该技术将提供更长的续航里程和更低的成本。苹果什么也没说——它从不谈论未公布的产品——但我怀疑我们会很快看到iCar经销商。</blockquote></p><p> To be clear, the appeal of this idea is obvious. Apple’s sales are enormous—Wall Street expects $330 billion in the September 2022 fiscal year. To drive meaningful growth, it must aim at large markets. And as my colleague Al Root has calculated,the world’s 26 largest auto makers last year had sales of more than $2 trillion combined.</p><p><blockquote>需要明确的是，这个想法的吸引力是显而易见的。苹果的销售额巨大——华尔街预计2022年9月财年的销售额将达到3300亿美元。为了推动有意义的增长，它必须瞄准大型市场。正如我的同事Al Root计算的那样，去年全球26家最大的汽车制造商的总销售额超过2万亿美元。</blockquote></p><p> But I find the notion of Apple becoming a full-fledged car company far-fetched. Sure, Apple has long been nibbling around the edges of the auto market with its CarPlay service for in-cabin entertainment and maps. Yet Apple’s expertise is in design, engineering, logistics, and marketing. It doesn’t manufacture anything, relying on contractors to make phones, Macs, and other wares. As Citigroup analyst Jim Suva notes, making cars would compress Apple’s margins, making it an unlikely strategy.</p><p><blockquote>但我发现苹果成为一家成熟汽车公司的想法有些牵强。当然，苹果长期以来一直通过其用于车内娱乐和地图的CarPlay服务蚕食汽车市场的边缘。然而，苹果的专长是设计、工程、物流和营销。它不生产任何东西，依靠承包商制造手机、苹果电脑和其他商品。正如花旗集团分析师Jim Suva指出的那样，制造汽车会压缩苹果的利润率，使其成为一项不太可能的战略。</blockquote></p><p> At the same time, Apple is not just going to ignore a $2 trillion market. Morgan Stanley auto analyst Adam Jonas wrote last week that he and his tech analyst colleagues have long thought that Apple would one day design and engineer a car.</p><p><blockquote>与此同时，苹果不会忽视2万亿美元的市场。Morgan Stanley汽车分析师Adam Jonas上周写道，他和他的科技分析师同事长期以来一直认为苹果有一天会设计和制造汽车。</blockquote></p><p> “It’s not that we believe Apple wants to get into the auto industry as conceived by today’s auto companies, but that Apple may have an interest in enhancing the driving experience with vertical integration of hardware, software, and services,” he said in a research note.</p><p><blockquote>他在一份研究报告中表示：“我们并不认为苹果想要像当今汽车公司所设想的那样进入汽车行业，而是苹果可能有兴趣通过硬件、软件和服务的垂直整合来增强驾驶体验。”笔记。</blockquote></p><p> Jonas thinks that the value of services in the “internet of cars”—multiply monthly active users (drivers) by average revenue per driver—could dwarf sales from simply selling cars. “The world’s 1.2 billion light vehicles travel in excess of 10 trillion miles per year, and humanity spends over 600 billion hours of time inside automobiles annually...the equivalent of 68 million years,” he said.</p><p><blockquote>乔纳斯认为，“车联网”中的服务价值——每月活跃用户（司机）乘以每个司机的平均收入——可能会让单纯销售汽车的销售额相形见绌。“世界上12亿辆轻型汽车每年行驶超过10万亿英里，人类每年在汽车内度过的时间超过6000亿小时……相当于6800万年，”他说。</blockquote></p><p> Now, imagine those were autonomous cars. That would free up a lot of consumer time to watch Apple TV+, listen to Apple Music, read Apple News, and play in Apple Arcade on iPhones, iPads, or MacBooks.</p><p><blockquote>现在，想象一下那些是自动驾驶汽车。这将为消费者腾出大量时间观看苹果TV+、听苹果音乐、阅读苹果新闻频道以及在iPhones、iPads或MacBooks上玩苹果街机游戏。</blockquote></p><p> Tesla CEO Elon Musk entered the iCar discussion on Tuesday.In a tweet, he said that during a difficult moment for his company, he reached out to Apple CEO Tim Cook to discuss selling Tesla to Apple for a 10th of the recent price (let’s call it $60 billion). Cook “refused to take the meeting,” Musk wrote.</p><p><blockquote>特斯拉CEO Elon Musk周二加入了iCar讨论。他在一条推文中表示，在他的公司处于困难时刻，他联系了苹果首席执行官Tim Cook，讨论以最近价格的十分之一（苹果600亿美元）将特斯拉出售给看涨期权。马斯克写道，库克“拒绝参加会议”。</blockquote></p><p> Whether an Apple/Tesla combination would have worked, we’ll never know.</p><p><blockquote>苹果/特斯拉的组合是否可行，我们永远不会知道。</blockquote></p><p> Let’s get small: The huge 2002 tech rally has stripped the landscape clean of obvious bargains. (Though I think I found one inYelp[YELP]; see“Yelp Stock Deserves a Positive Review. Expect a Reopening Rebound.”.) In search of cheap merchandise, I chatted recently with Jeffrey Meyers, proprietor of Cobia Capital, a New York–based hedge fund. His preference is for unloved and unknown tech companies with market caps under $3 billion that trade at modest multiples. Here are two examples.</p><p><blockquote>让我们从小处着眼：2002年科技股的巨大反弹已经清除了明显的便宜货。（虽然我想我在Yelp[Yelp]上找到了一个；参见“Yelp股票值得积极评价。期待重新开放的反弹。”。）为了寻找廉价商品，我最近与纽约对冲基金Cobia Capital的所有者杰弗里·迈耶斯（Jeffrey Meyers）聊了聊。他更喜欢市值低于30亿美元、市盈率适中的不受欢迎和不知名的科技公司。这里有两个例子。</blockquote></p><p> Meyers is keen onAirGain(AIRG), which makes antennae for fixed and mobile wireless applications. He’s especially jazzed about the prospects for a new AirGain antenna for first-responder vehicles that allows them greater range so radio signals can penetrate farther into buildings. AirGain is up about 40% this year, but he sees higher highs. Now trading for about $15, it could be a $75 stock a few years from now, he thinks.</p><p><blockquote>迈耶斯热衷于AirGain(AIRG)，该公司为固定和移动无线应用生产天线。他对用于急救车辆的新型AirGain天线的前景特别兴奋，这种天线可以使它们具有更大的范围，以便无线电信号可以穿透更远的建筑物。AirGain今年上涨了约40%，但他预计会有更高的高点。他认为，现在的交易价格约为15美元，几年后可能会成为75美元的股票。</blockquote></p><p> He is also enthusiastic aboutNordic Semiconductor(NOD.Norway), a Norwegian company that makes Bluetooth chips for things other than smartphones: headsets, keyboards, mice, and other applications. Meyers notes that the chips are found, for instance, in Tile tracking devices, which can be attached to almost anything that you wouldn’t want to lose—your dog, say, or your keys. Apple is rumored to be working on a similar product, which he thinks also could include Nordic’s chips.</p><p><blockquote>他还对Nordic Semiconductor(NOD.Norway)充满热情，这是一家挪威公司，为智能手机以外的产品生产蓝牙芯片：耳机、键盘、鼠标和其他应用。迈耶斯指出，例如，这些芯片可以在瓷砖跟踪设备中找到，这些设备可以连接到几乎任何你不想丢失的东西上——比如你的狗或你的钥匙。据传苹果正在开发类似的产品，他认为该产品也可能包括Nordic的芯片。</blockquote></p><p></p><p> Nordic shares aren’t as cheap as those of other Meyers picks, but the company is seeing accelerating growth—revenue was up 45%, year over year, in the September quarter and 34% sequentially—in a growing niche. Nordic, meanwhile, is gaining some early traction in chips used in cellular-based Internet of Things applications.</p><p><blockquote>Nordic的股票并不像Meyers精选的其他股票那么便宜，但该公司正在加速增长——9月份季度的收入同比增长45%，环比增长34%——在一个不断增长的利基市场。与此同时，Nordic在用于基于蜂窝的物联网应用的芯片方面获得了一些早期关注。</blockquote></p><p> Wall Street is looking for…well, there aren’t any U.S. analysts. Just the kind of stock Meyers loves. Nordic could be acquisition bait for many potential buyers, he says, as the chip sector continues to consolidate.</p><p><blockquote>华尔街正在寻找……嗯，没有任何美国分析师。正是迈耶斯喜欢的那种股票。他表示，随着芯片行业的持续整合，Nordic可能成为许多潜在买家的收购诱饵。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.barrons.com/articles/what-apple-would-want-from-the-auto-market-its-not-about-making-cars-51608831016?mod=RTA\">Barrons</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://www.barrons.com/articles/what-apple-would-want-from-the-auto-market-its-not-about-making-cars-51608831016?mod=RTA","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1124510560","content_text":"Talk that Apple could launch an autonomous car as soon as 2024 had the market abuzz this past week.\nThe iCar chatter started witha Reuters report, and investors responded by bidding up the market cap of Apple (ticker: AAPL) by about $145 billion from Monday’s low to Tuesday’s close. That’s more than the market values ofFord Motor(F),General Motors(GM), andFiat Chrysler(FCAU) combined. Imagine if Apple had actually announced something.\nStories about Apple’s ambitions in the automobile market have swirled for at least a decade. “Steve Jobs, if he’d lived, was going to design an iCar,” Mickey Drexler, a former Apple board member,said in a 2014 interviewat the Parsons School of Design in New York. Over the years, there have been reports that Apple has hired hundreds of engineers for what is supposedly known as Project Titan. The Reuters report says that Apple has new battery technology that will provide longer range and lower costs than existing batteries used byTesla(TSLA) and others. Apple isn’t saying anything—it never talks about unannounced products—but I doubt that we will see iCar dealerships anytime soon.\nTo be clear, the appeal of this idea is obvious. Apple’s sales are enormous—Wall Street expects $330 billion in the September 2022 fiscal year. To drive meaningful growth, it must aim at large markets. And as my colleague Al Root has calculated,the world’s 26 largest auto makers last year had sales of more than $2 trillion combined.\nBut I find the notion of Apple becoming a full-fledged car company far-fetched. Sure, Apple has long been nibbling around the edges of the auto market with its CarPlay service for in-cabin entertainment and maps. Yet Apple’s expertise is in design, engineering, logistics, and marketing. It doesn’t manufacture anything, relying on contractors to make phones, Macs, and other wares. As Citigroup analyst Jim Suva notes, making cars would compress Apple’s margins, making it an unlikely strategy.\nAt the same time, Apple is not just going to ignore a $2 trillion market. Morgan Stanley auto analyst Adam Jonas wrote last week that he and his tech analyst colleagues have long thought that Apple would one day design and engineer a car.\n“It’s not that we believe Apple wants to get into the auto industry as conceived by today’s auto companies, but that Apple may have an interest in enhancing the driving experience with vertical integration of hardware, software, and services,” he said in a research note.\nJonas thinks that the value of services in the “internet of cars”—multiply monthly active users (drivers) by average revenue per driver—could dwarf sales from simply selling cars. “The world’s 1.2 billion light vehicles travel in excess of 10 trillion miles per year, and humanity spends over 600 billion hours of time inside automobiles annually...the equivalent of 68 million years,” he said.\nNow, imagine those were autonomous cars. That would free up a lot of consumer time to watch Apple TV+, listen to Apple Music, read Apple News, and play in Apple Arcade on iPhones, iPads, or MacBooks.\nTesla CEO Elon Musk entered the iCar discussion on Tuesday.In a tweet, he said that during a difficult moment for his company, he reached out to Apple CEO Tim Cook to discuss selling Tesla to Apple for a 10th of the recent price (let’s call it $60 billion). Cook “refused to take the meeting,” Musk wrote.\nWhether an Apple/Tesla combination would have worked, we’ll never know.\nLet’s get small: The huge 2002 tech rally has stripped the landscape clean of obvious bargains. (Though I think I found one inYelp[YELP]; see“Yelp Stock Deserves a Positive Review. Expect a Reopening Rebound.”.) In search of cheap merchandise, I chatted recently with Jeffrey Meyers, proprietor of Cobia Capital, a New York–based hedge fund. His preference is for unloved and unknown tech companies with market caps under $3 billion that trade at modest multiples. Here are two examples.\nMeyers is keen onAirGain(AIRG), which makes antennae for fixed and mobile wireless applications. He’s especially jazzed about the prospects for a new AirGain antenna for first-responder vehicles that allows them greater range so radio signals can penetrate farther into buildings. AirGain is up about 40% this year, but he sees higher highs. Now trading for about $15, it could be a $75 stock a few years from now, he thinks.\nHe is also enthusiastic aboutNordic Semiconductor(NOD.Norway), a Norwegian company that makes Bluetooth chips for things other than smartphones: headsets, keyboards, mice, and other applications. Meyers notes that the chips are found, for instance, in Tile tracking devices, which can be attached to almost anything that you wouldn’t want to lose—your dog, say, or your keys. Apple is rumored to be working on a similar product, which he thinks also could include Nordic’s chips.\nNordic shares aren’t as cheap as those of other Meyers picks, but the company is seeing accelerating growth—revenue was up 45%, year over year, in the September quarter and 34% sequentially—in a growing niche. Nordic, meanwhile, is gaining some early traction in chips used in cellular-based Internet of Things applications.\nWall Street is looking for…well, there aren’t any U.S. analysts. Just the kind of stock Meyers loves. Nordic could be acquisition bait for many potential buyers, he says, as the chip sector continues to consolidate.","news_type":1,"symbols_score_info":{"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":851,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":19,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/339436127"}
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