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2021-11-24

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Why Apple Will Become An AV Leader<blockquote>为什么苹果将成为AV领导者</blockquote>

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{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":874304289,"tweetId":"874304289","gmtCreate":1637726588253,"gmtModify":1637726588253,"author":{"id":3581490701663973,"idStr":"3581490701663973","authorId":3581490701663973,"authorIdStr":"3581490701663973","name":"PriceInvest","avatar":"https://static.tigerbbs.com/b136e732ddb8c13bbb2656750a3f72a8","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":11,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":2,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"extraTitle":"","html":"<html><head></head><body>[得意]&nbsp;[得意]&nbsp;[得意]&nbsp;[得意]&nbsp;[得意]&nbsp;[得意]&nbsp;[得意]&nbsp;</body></html>","htmlText":"<html><head></head><body>[得意]&nbsp;[得意]&nbsp;[得意]&nbsp;[得意]&nbsp;[得意]&nbsp;[得意]&nbsp;[得意]&nbsp;</body></html>","text":"[得意] [得意] [得意] [得意] [得意] [得意] [得意]","highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":3,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/874304289","repostId":1163579592,"repostType":4,"repost":{"id":"1163579592","kind":"news","pubTimestamp":1637726185,"share":"https://www.laohu8.com/m/news/1163579592?lang=zh_CN&edition=full","pubTime":"2021-11-24 11:56","market":"us","language":"en","title":"Why Apple Will Become An AV Leader<blockquote>为什么苹果将成为AV领导者</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1163579592","media":"Seeking Alpha","summary":"Summary\n\nApple has made headlines as interest in its Autonomous technology has resurfaced.\nProject T","content":"Summary<blockquote>总结</blockquote> <ul> <li>Apple has made headlines as interest in its Autonomous technology has resurfaced.</li> <li>Project Titan has been in the works for years, but has now taken a new direction.</li> <li>I believe Apple has what it takes to be a dominant player in the EV/AV sector.</li> </ul> <img src=\"https://static.tigerbbs.com/5872fb8fbedad59246eb8de6d2dcd7e9\" tg-width=\"1536\" tg-height=\"1024\" width=\"100%\" height=\"auto\">Yurii Kifor/iStock via Getty Images<blockquote><ul><li>随着人们对其自动驾驶技术的兴趣重新浮出水面，苹果成为了头条新闻。</li><li>泰坦计划已经进行了多年，但现在有了新的方向。</li><li>我相信苹果有能力成为EV/AV领域的主导者。</li></ul>Yurii Kifor/iStock来自Getty Images</blockquote> Thesis Summary<blockquote>论文摘要</blockquote> Apple Inc. (AAPL) made headlines last week when news of a potential Apple car divided analysts. Loup Ventures analyst Gene Munster&nbsp;compared&nbsp;Apple's capabilities in AI to those of Tesla Inc. (TSLA). Meanwhile, Morgan Stanley (MS) analysts suggested that this was the&nbsp;“ultimate bear case”.<blockquote>苹果公司（AAPL）上周成为头条新闻，当时潜在的苹果汽车的消息引起了分析师的分歧。Loup Ventures分析师Gene Munster将苹果在人工智能方面的能力与特斯拉公司(TSLA)进行了比较。与此同时，摩根士丹利（MS）分析师表示，这是“终极熊市案例”。</blockquote> I believe that Apple is well-positioned in terms of brand and technology to earn a spot in the highly coveted Autonomous Vehicle market. (Much like I pointed out in&nbsp;this previous piece)<blockquote>我相信苹果在品牌和技术方面处于有利地位，可以在令人垂涎的自动驾驶汽车市场中赢得一席之地。（就像我在上一篇文章中指出的那样）</blockquote> In this article, I look at what this could look like and just how much Apple stands to gain.<blockquote>在这篇文章中，我看看这可能是什么样子，以及苹果将获得多少收益。</blockquote> Even if Apple doesn’t succeed, investors are left with shares of a highly valuable company, which is why I think Apple is a good way of “speculating” on the future of EV/AVs<blockquote>即使苹果没有成功，投资者也会得到一家高价值公司的股票，这就是为什么我认为苹果是“投机”EV/AV未来的好方法</blockquote> The Apple car is nothing new; or is it?<blockquote>苹果汽车并不新鲜；或者是吗？</blockquote> Although Project Titan has been operating in the background for around 7 years, we have seen renewed interest in it in the last few weeks following what seems to be a significant change in direction.<blockquote>尽管泰坦项目已经在后台运行了大约7年，但在方向似乎发生重大变化后，我们在过去几周看到了人们对它的新兴趣。</blockquote> Kevin Lynch is now leading Project Titan, and the focus has shifted from developing an EV, to some form of AV which, rather than being sold to individuals, could operate as a robo-taxi. Lynch was behind the success of the Apple Watch but has no experience in the auto industry, which is why Apple has recruited former Tesla execs and other industry experts.<blockquote>凯文·林奇(Kevin Lynch)现在领导泰坦计划(Project Titan)，重点已从开发电动汽车转向某种形式的自动驾驶汽车，这种汽车不是出售给个人，而是可以作为机器人出租车运行。林奇是苹果手表成功的幕后推手，但他没有汽车行业的经验，这就是苹果招募前特斯拉高管和其他行业专家的原因。</blockquote> Apple hopes to achieve fully&nbsp;autonomous&nbsp;driving by 2025 and has even designed&nbsp;its chip, which will be retrofitted into a test fleet in California beginning real-world testing next year.<blockquote>苹果希望到2025年实现完全自动驾驶，甚至已经设计出了自己的芯片，明年将被改装成加州的测试车队，开始现实世界的测试。</blockquote> Apple has certainly laid out an ambitious path given where other players are at the moment when it comes to autonomous driving. Tesla has been working on this since 2014, and Alphabet Inc.’s (GOOGL) Waymo was spun off over 10 years ago. The challenges with producing autonomous vehicles are as much technical as they are legal and political. Having said this, I believe that Apple has the right mix of ingredients to thrive in the space.<blockquote>考虑到其他参与者目前在自动驾驶方面的处境，苹果无疑已经规划了一条雄心勃勃的道路。特斯拉自2014年以来一直致力于此，Alphabet公司（GOOGL）的Waymo在10多年前就被分拆了。生产自动驾驶汽车的挑战既是技术上的，也是法律和政治上的。话虽如此，我相信苹果拥有在该领域蓬勃发展的正确组合。</blockquote> Why Apple could lead the AV Space<blockquote>为什么苹果可以引领AV领域</blockquote> The fundamental question that investors have to address here is; What is Apple building? As automobile technology advances, especially with the rise of EVs, the line between car and computer has become less clear. The EVs of today are, for good and bad, heavily reliant on software. From opening your car to connecting to the internet, this is now all done electronically. The emphasis has moved from engines to chips, something which has been noted by many, including NVIDIA Corporation’s (NVDA) CEO. This change has been noted by many analysts and people involved in the segment. Huang predicted that by 2025, most cars might be sold at cost and that&nbsp;the sale of software&nbsp;will become the main source of revenue for car companies. He also noted that luxury and convenience is what is accelerating the move to EVs, rather than environmental concerns.<blockquote>投资者在这里必须解决的基本问题是：苹果在建设什么？随着汽车技术的进步，尤其是电动汽车的兴起，汽车和电脑之间的界限变得不那么清晰了。无论好坏，今天的电动汽车都严重依赖软件。从打开汽车到连接互联网，现在都是通过电子方式完成的。重点已经从引擎转移到芯片，包括英伟达公司(NVDA)首席执行官在内的许多人都注意到了这一点。许多分析师和参与该领域的人士都注意到了这一变化。黄预测，到2025年，大多数汽车可能会以成本价出售，软件销售将成为车企的主要收入来源。他还指出，加速转向电动汽车的是豪华和便利，而不是环境问题。</blockquote> If software, and the hardware it comes in, will indeed be the most important factor moving forward, then doesn’t Apple have great odds of dominating this market? Apple has built one of the most used software’s in the world, the iOS. The company also builds some of the most sophisticated and sought after hardware. And, most importantly, the company has spent decades cultivating an image and brand which is associated with luxury and convenience.<blockquote>如果软件及其硬件确实是未来最重要的因素，那么苹果不是很有可能主导这个市场吗？苹果开发了世界上最常用的软件之一iOS。该公司还制造一些最复杂和最受欢迎的硬件。最重要的是，该公司花了几十年时间培养与奢华和便利相关的形象和品牌。</blockquote> The transportation experience of the future will be radically different from what it is today. As humans become less and less involved in the driving process, their time and focus will be freed up inside the car, and will likely be redirected to the surrounding screens or “infotainment systems”. It is no accident that Apple is flirting with a design that has an Ipad in place of a steering wheel.<blockquote>未来的交通体验将与今天截然不同。随着人类越来越少地参与驾驶过程，他们的时间和注意力将在车内被释放出来，并可能被重定向到周围的屏幕或“信息娱乐系统”。苹果正在尝试一种用Ipad代替方向盘的设计，这并非偶然。</blockquote> Much like smartphones, the car of tomorrow, whether it's a personal car or part of a commercial fleet, will be programmed to act as an extension of us. They will allow us to seamlessly connect to the internet., use our other devices and ultimately allow us to keep consuming while we are taken where we need to go. While I don’t think this is necessarily a step forward for humans, it is a step in the right direction for Apple.<blockquote>就像智能手机一样，未来的汽车，无论是私人汽车还是商业车队的一部分，都将被编程为作为我们的延伸。它们将允许我们无缝连接到互联网。，使用我们的其他设备，并最终允许我们在被带到我们需要去的地方时继续消费。虽然我不认为这一定是人类向前迈出的一步，但这是苹果朝着正确方向迈出的一步。</blockquote> How much does Apple stand to gain?<blockquote>苹果将获得多少收益？</blockquote> It’s hard to predict the future of autonomous driving. While we are certainly getting close to it in terms of technology, I fear that the regulatory landscape is not moving at the same pace. Autonomous driving has serious legal and even moral implications which we must address. Having said that, we can all agree that this is the way forward.IDTechEx&nbsp;has tried to estimate what this future will look like.<blockquote>很难预测自动驾驶的未来。虽然我们在技术方面肯定正在接近它，但我担心监管环境并没有以同样的速度发展。自动驾驶具有严重的法律甚至道德影响，我们必须解决这些问题。话虽如此，我们都同意这是前进的方向。IDTechEx试图估计这个未来会是什么样子。</blockquote> According to our forecasts, by 2040 global autonomous cars (SAE Level 3+) and robotaxi services will become a $2.5 trillion market. By 2030, the autonomous driving system (including lidars, radars, cameras, computers, software and maps) market will reach $57 billion; the market value will more than triple by 2040, reaching $173 billion. Source:IDTEchEX<blockquote>根据我们的预测，到2040年，全球自动驾驶汽车（SAE Level 3+）和robotaxi服务将成为2.5万亿美元的市场。到2030年，自动驾驶系统（包括激光雷达、雷达、摄像头、计算机、软件和地图）市场规模将达到570亿美元；到2040年，市值将增长两倍以上，达到1730亿美元。资料来源：IDTEchEX</blockquote> Although it is almost 20 years away, robotaxi services, which seems to be what Apple is focusing on right now, will be a $2.5 trillion business. Apple has what it takes to dominate this space because it already has a good percentage of the world using its products. It would make sense for Apple clients to use these services since the car itself would be geared towards supporting Apple’s products. We have to think of this industry as part of a larger ecosystem.<blockquote>尽管还有近20年的时间，但robotaxi服务似乎是苹果目前关注的焦点，它将是一项价值2.5万亿美元的业务。苹果有能力主导这一领域，因为它已经有很大一部分世界用户使用其产品。苹果客户使用这些服务是有意义的，因为汽车本身将致力于支持苹果的产品。我们必须将这个行业视为更大生态系统的一部分。</blockquote> Even sooner than that though, Apple could gain billions in revenue just by supplying software or hardware towards autonomous driving in one way or another:<blockquote>不过，在此之前，苹果仅通过以某种方式为自动驾驶提供软件或硬件就可以获得数十亿美元的收入：</blockquote> <img src=\"https://static.tigerbbs.com/d989317313fd9e2f7b561ec4fb2e0e49\" tg-width=\"1190\" tg-height=\"606\" width=\"100%\" height=\"auto\">Source: IDTEchEX<blockquote>资料来源：IDTEchEX</blockquote> AD systems are forecast to be a $57 billion industry by 2030, and grow to $173 by 2040. Within this, software will be the most significant component. With Apple designing its chips for its cars, it could be paving the way to supplying not just its fleet of cars, but even selling chips to other manufacturers.<blockquote>预计到2030年，广告系统将成为一个价值570亿美元的产业，到2040年将增长到173美元。其中，软件将是最重要的组成部分。随着苹果为其汽车设计芯片，它可能不仅为供应其车队，甚至为向其他制造商出售芯片铺平道路。</blockquote> Takeaway<blockquote>外卖</blockquote> In conclusion, there is a big TAM out there, I don’t think Apple will be content selling phones for the next 20 years. Apple has a great opportunity to develop a successful autonomous car, thanks to its expertise in software and hardware. Furthermore, the company is poised for commercial success, since its brand values luxury and convenience, aligned with what consumers are looking for in cars today.<blockquote>总之，有一个很大的TAM，我认为苹果在未来20年不会满足于销售手机。由于其在软件和硬件方面的专业知识，苹果有很好的机会开发一款成功的自动驾驶汽车。此外，该公司已准备好取得商业成功，因为其品牌重视豪华和便利，符合当今消费者对汽车的需求。</blockquote>","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>Why Apple Will Become An AV Leader<blockquote>为什么苹果将成为AV领导者</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\">\nWhy Apple Will Become An AV Leader<blockquote>为什么苹果将成为AV领导者</blockquote>\n</h2>\n<h4 class=\"meta\">\n\nSeeking Alpha2021-11-24 11:56\n\n</h4>\n</header>\n<article>\nSummary<blockquote>总结</blockquote> <ul> <li>Apple has made headlines as interest in its Autonomous technology has resurfaced.</li> <li>Project Titan has been in the works for years, but has now taken a new direction.</li> <li>I believe Apple has what it takes to be a dominant player in the EV/AV sector.</li> </ul> <img src=\"https://static.tigerbbs.com/5872fb8fbedad59246eb8de6d2dcd7e9\" tg-width=\"1536\" tg-height=\"1024\" width=\"100%\" height=\"auto\">Yurii Kifor/iStock via Getty Images<blockquote><ul><li>随着人们对其自动驾驶技术的兴趣重新浮出水面，苹果成为了头条新闻。</li><li>泰坦计划已经进行了多年，但现在有了新的方向。</li><li>我相信苹果有能力成为EV/AV领域的主导者。</li></ul>Yurii Kifor/iStock来自Getty Images</blockquote> Thesis Summary<blockquote>论文摘要</blockquote> Apple Inc. (AAPL) made headlines last week when news of a potential Apple car divided analysts. Loup Ventures analyst Gene Munster&nbsp;compared&nbsp;Apple's capabilities in AI to those of Tesla Inc. (TSLA). Meanwhile, Morgan Stanley (MS) analysts suggested that this was the&nbsp;“ultimate bear case”.<blockquote>苹果公司（AAPL）上周成为头条新闻，当时潜在的苹果汽车的消息引起了分析师的分歧。Loup Ventures分析师Gene Munster将苹果在人工智能方面的能力与特斯拉公司(TSLA)进行了比较。与此同时，摩根士丹利（MS）分析师表示，这是“终极熊市案例”。</blockquote> I believe that Apple is well-positioned in terms of brand and technology to earn a spot in the highly coveted Autonomous Vehicle market. (Much like I pointed out in&nbsp;this previous piece)<blockquote>我相信苹果在品牌和技术方面处于有利地位，可以在令人垂涎的自动驾驶汽车市场中赢得一席之地。（就像我在上一篇文章中指出的那样）</blockquote> In this article, I look at what this could look like and just how much Apple stands to gain.<blockquote>在这篇文章中，我看看这可能是什么样子，以及苹果将获得多少收益。</blockquote> Even if Apple doesn’t succeed, investors are left with shares of a highly valuable company, which is why I think Apple is a good way of “speculating” on the future of EV/AVs<blockquote>即使苹果没有成功，投资者也会得到一家高价值公司的股票，这就是为什么我认为苹果是“投机”EV/AV未来的好方法</blockquote> The Apple car is nothing new; or is it?<blockquote>苹果汽车并不新鲜；或者是吗？</blockquote> Although Project Titan has been operating in the background for around 7 years, we have seen renewed interest in it in the last few weeks following what seems to be a significant change in direction.<blockquote>尽管泰坦项目已经在后台运行了大约7年，但在方向似乎发生重大变化后，我们在过去几周看到了人们对它的新兴趣。</blockquote> Kevin Lynch is now leading Project Titan, and the focus has shifted from developing an EV, to some form of AV which, rather than being sold to individuals, could operate as a robo-taxi. Lynch was behind the success of the Apple Watch but has no experience in the auto industry, which is why Apple has recruited former Tesla execs and other industry experts.<blockquote>凯文·林奇(Kevin Lynch)现在领导泰坦计划(Project Titan)，重点已从开发电动汽车转向某种形式的自动驾驶汽车，这种汽车不是出售给个人，而是可以作为机器人出租车运行。林奇是苹果手表成功的幕后推手，但他没有汽车行业的经验，这就是苹果招募前特斯拉高管和其他行业专家的原因。</blockquote> Apple hopes to achieve fully&nbsp;autonomous&nbsp;driving by 2025 and has even designed&nbsp;its chip, which will be retrofitted into a test fleet in California beginning real-world testing next year.<blockquote>苹果希望到2025年实现完全自动驾驶，甚至已经设计出了自己的芯片，明年将被改装成加州的测试车队，开始现实世界的测试。</blockquote> Apple has certainly laid out an ambitious path given where other players are at the moment when it comes to autonomous driving. Tesla has been working on this since 2014, and Alphabet Inc.’s (GOOGL) Waymo was spun off over 10 years ago. The challenges with producing autonomous vehicles are as much technical as they are legal and political. Having said this, I believe that Apple has the right mix of ingredients to thrive in the space.<blockquote>考虑到其他参与者目前在自动驾驶方面的处境，苹果无疑已经规划了一条雄心勃勃的道路。特斯拉自2014年以来一直致力于此，Alphabet公司（GOOGL）的Waymo在10多年前就被分拆了。生产自动驾驶汽车的挑战既是技术上的，也是法律和政治上的。话虽如此，我相信苹果拥有在该领域蓬勃发展的正确组合。</blockquote> Why Apple could lead the AV Space<blockquote>为什么苹果可以引领AV领域</blockquote> The fundamental question that investors have to address here is; What is Apple building? As automobile technology advances, especially with the rise of EVs, the line between car and computer has become less clear. The EVs of today are, for good and bad, heavily reliant on software. From opening your car to connecting to the internet, this is now all done electronically. The emphasis has moved from engines to chips, something which has been noted by many, including NVIDIA Corporation’s (NVDA) CEO. This change has been noted by many analysts and people involved in the segment. Huang predicted that by 2025, most cars might be sold at cost and that&nbsp;the sale of software&nbsp;will become the main source of revenue for car companies. He also noted that luxury and convenience is what is accelerating the move to EVs, rather than environmental concerns.<blockquote>投资者在这里必须解决的基本问题是：苹果在建设什么？随着汽车技术的进步，尤其是电动汽车的兴起，汽车和电脑之间的界限变得不那么清晰了。无论好坏，今天的电动汽车都严重依赖软件。从打开汽车到连接互联网，现在都是通过电子方式完成的。重点已经从引擎转移到芯片，包括英伟达公司(NVDA)首席执行官在内的许多人都注意到了这一点。许多分析师和参与该领域的人士都注意到了这一变化。黄预测，到2025年，大多数汽车可能会以成本价出售，软件销售将成为车企的主要收入来源。他还指出，加速转向电动汽车的是豪华和便利，而不是环境问题。</blockquote> If software, and the hardware it comes in, will indeed be the most important factor moving forward, then doesn’t Apple have great odds of dominating this market? Apple has built one of the most used software’s in the world, the iOS. The company also builds some of the most sophisticated and sought after hardware. And, most importantly, the company has spent decades cultivating an image and brand which is associated with luxury and convenience.<blockquote>如果软件及其硬件确实是未来最重要的因素，那么苹果不是很有可能主导这个市场吗？苹果开发了世界上最常用的软件之一iOS。该公司还制造一些最复杂和最受欢迎的硬件。最重要的是，该公司花了几十年时间培养与奢华和便利相关的形象和品牌。</blockquote> The transportation experience of the future will be radically different from what it is today. As humans become less and less involved in the driving process, their time and focus will be freed up inside the car, and will likely be redirected to the surrounding screens or “infotainment systems”. It is no accident that Apple is flirting with a design that has an Ipad in place of a steering wheel.<blockquote>未来的交通体验将与今天截然不同。随着人类越来越少地参与驾驶过程，他们的时间和注意力将在车内被释放出来，并可能被重定向到周围的屏幕或“信息娱乐系统”。苹果正在尝试一种用Ipad代替方向盘的设计，这并非偶然。</blockquote> Much like smartphones, the car of tomorrow, whether it's a personal car or part of a commercial fleet, will be programmed to act as an extension of us. They will allow us to seamlessly connect to the internet., use our other devices and ultimately allow us to keep consuming while we are taken where we need to go. While I don’t think this is necessarily a step forward for humans, it is a step in the right direction for Apple.<blockquote>就像智能手机一样，未来的汽车，无论是私人汽车还是商业车队的一部分，都将被编程为作为我们的延伸。它们将允许我们无缝连接到互联网。，使用我们的其他设备，并最终允许我们在被带到我们需要去的地方时继续消费。虽然我不认为这一定是人类向前迈出的一步，但这是苹果朝着正确方向迈出的一步。</blockquote> How much does Apple stand to gain?<blockquote>苹果将获得多少收益？</blockquote> It’s hard to predict the future of autonomous driving. While we are certainly getting close to it in terms of technology, I fear that the regulatory landscape is not moving at the same pace. Autonomous driving has serious legal and even moral implications which we must address. Having said that, we can all agree that this is the way forward.IDTechEx&nbsp;has tried to estimate what this future will look like.<blockquote>很难预测自动驾驶的未来。虽然我们在技术方面肯定正在接近它，但我担心监管环境并没有以同样的速度发展。自动驾驶具有严重的法律甚至道德影响，我们必须解决这些问题。话虽如此，我们都同意这是前进的方向。IDTechEx试图估计这个未来会是什么样子。</blockquote> According to our forecasts, by 2040 global autonomous cars (SAE Level 3+) and robotaxi services will become a $2.5 trillion market. By 2030, the autonomous driving system (including lidars, radars, cameras, computers, software and maps) market will reach $57 billion; the market value will more than triple by 2040, reaching $173 billion. Source:IDTEchEX<blockquote>根据我们的预测，到2040年，全球自动驾驶汽车（SAE Level 3+）和robotaxi服务将成为2.5万亿美元的市场。到2030年，自动驾驶系统（包括激光雷达、雷达、摄像头、计算机、软件和地图）市场规模将达到570亿美元；到2040年，市值将增长两倍以上，达到1730亿美元。资料来源：IDTEchEX</blockquote> Although it is almost 20 years away, robotaxi services, which seems to be what Apple is focusing on right now, will be a $2.5 trillion business. Apple has what it takes to dominate this space because it already has a good percentage of the world using its products. It would make sense for Apple clients to use these services since the car itself would be geared towards supporting Apple’s products. We have to think of this industry as part of a larger ecosystem.<blockquote>尽管还有近20年的时间，但robotaxi服务似乎是苹果目前关注的焦点，它将是一项价值2.5万亿美元的业务。苹果有能力主导这一领域，因为它已经有很大一部分世界用户使用其产品。苹果客户使用这些服务是有意义的，因为汽车本身将致力于支持苹果的产品。我们必须将这个行业视为更大生态系统的一部分。</blockquote> Even sooner than that though, Apple could gain billions in revenue just by supplying software or hardware towards autonomous driving in one way or another:<blockquote>不过，在此之前，苹果仅通过以某种方式为自动驾驶提供软件或硬件就可以获得数十亿美元的收入：</blockquote> <img src=\"https://static.tigerbbs.com/d989317313fd9e2f7b561ec4fb2e0e49\" tg-width=\"1190\" tg-height=\"606\" width=\"100%\" height=\"auto\">Source: IDTEchEX<blockquote>资料来源：IDTEchEX</blockquote> AD systems are forecast to be a $57 billion industry by 2030, and grow to $173 by 2040. Within this, software will be the most significant component. With Apple designing its chips for its cars, it could be paving the way to supplying not just its fleet of cars, but even selling chips to other manufacturers.<blockquote>预计到2030年，广告系统将成为一个价值570亿美元的产业，到2040年将增长到173美元。其中，软件将是最重要的组成部分。随着苹果为其汽车设计芯片，它可能不仅为供应其车队，甚至为向其他制造商出售芯片铺平道路。</blockquote> Takeaway<blockquote>外卖</blockquote> In conclusion, there is a big TAM out there, I don’t think Apple will be content selling phones for the next 20 years. Apple has a great opportunity to develop a successful autonomous car, thanks to its expertise in software and hardware. Furthermore, the company is poised for commercial success, since its brand values luxury and convenience, aligned with what consumers are looking for in cars today.<blockquote>总之，有一个很大的TAM，我认为苹果在未来20年不会满足于销售手机。由于其在软件和硬件方面的专业知识，苹果有很好的机会开发一款成功的自动驾驶汽车。此外，该公司已准备好取得商业成功，因为其品牌重视豪华和便利，符合当今消费者对汽车的需求。</blockquote>\n<div class=\"bt-text\">\n\n\n 来源：<a href=\"https://seekingalpha.com/article/4471397-apple-aapl-stock-will-become-automatic-vehicle-leader\">Seeking Alpha</a>\n为提升您的阅读体验，我们对本页面进行了排版优化\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://seekingalpha.com/article/4471397-apple-aapl-stock-will-become-automatic-vehicle-leader","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1163579592","content_text":"Summary\n\nApple has made headlines as interest in its Autonomous technology has resurfaced.\nProject Titan has been in the works for years, but has now taken a new direction.\nI believe Apple has what it takes to be a dominant player in the EV/AV sector.\n\nYurii Kifor/iStock via Getty Images\nThesis Summary\nApple Inc. (AAPL) made headlines last week when news of a potential Apple car divided analysts. Loup Ventures analyst Gene Munster compared Apple's capabilities in AI to those of Tesla Inc. (TSLA). Meanwhile, Morgan Stanley (MS) analysts suggested that this was the “ultimate bear case”.\nI believe that Apple is well-positioned in terms of brand and technology to earn a spot in the highly coveted Autonomous Vehicle market. (Much like I pointed out in this previous piece)\nIn this article, I look at what this could look like and just how much Apple stands to gain.\nEven if Apple doesn’t succeed, investors are left with shares of a highly valuable company, which is why I think Apple is a good way of “speculating” on the future of EV/AVs\nThe Apple car is nothing new; or is it?\nAlthough Project Titan has been operating in the background for around 7 years, we have seen renewed interest in it in the last few weeks following what seems to be a significant change in direction.\nKevin Lynch is now leading Project Titan, and the focus has shifted from developing an EV, to some form of AV which, rather than being sold to individuals, could operate as a robo-taxi. Lynch was behind the success of the Apple Watch but has no experience in the auto industry, which is why Apple has recruited former Tesla execs and other industry experts.\nApple hopes to achieve fully autonomous driving by 2025 and has even designed its chip, which will be retrofitted into a test fleet in California beginning real-world testing next year.\nApple has certainly laid out an ambitious path given where other players are at the moment when it comes to autonomous driving. Tesla has been working on this since 2014, and Alphabet Inc.’s (GOOGL) Waymo was spun off over 10 years ago. The challenges with producing autonomous vehicles are as much technical as they are legal and political. Having said this, I believe that Apple has the right mix of ingredients to thrive in the space.\nWhy Apple could lead the AV Space\nThe fundamental question that investors have to address here is; What is Apple building? As automobile technology advances, especially with the rise of EVs, the line between car and computer has become less clear. The EVs of today are, for good and bad, heavily reliant on software. From opening your car to connecting to the internet, this is now all done electronically. The emphasis has moved from engines to chips, something which has been noted by many, including NVIDIA Corporation’s (NVDA) CEO. This change has been noted by many analysts and people involved in the segment. Huang predicted that by 2025, most cars might be sold at cost and that the sale of software will become the main source of revenue for car companies. He also noted that luxury and convenience is what is accelerating the move to EVs, rather than environmental concerns.\nIf software, and the hardware it comes in, will indeed be the most important factor moving forward, then doesn’t Apple have great odds of dominating this market? Apple has built one of the most used software’s in the world, the iOS. The company also builds some of the most sophisticated and sought after hardware. And, most importantly, the company has spent decades cultivating an image and brand which is associated with luxury and convenience.\nThe transportation experience of the future will be radically different from what it is today. As humans become less and less involved in the driving process, their time and focus will be freed up inside the car, and will likely be redirected to the surrounding screens or “infotainment systems”. It is no accident that Apple is flirting with a design that has an Ipad in place of a steering wheel.\nMuch like smartphones, the car of tomorrow, whether it's a personal car or part of a commercial fleet, will be programmed to act as an extension of us. They will allow us to seamlessly connect to the internet., use our other devices and ultimately allow us to keep consuming while we are taken where we need to go. While I don’t think this is necessarily a step forward for humans, it is a step in the right direction for Apple.\nHow much does Apple stand to gain?\nIt’s hard to predict the future of autonomous driving. While we are certainly getting close to it in terms of technology, I fear that the regulatory landscape is not moving at the same pace. Autonomous driving has serious legal and even moral implications which we must address. Having said that, we can all agree that this is the way forward.IDTechEx has tried to estimate what this future will look like.\n\n According to our forecasts, by 2040 global autonomous cars (SAE Level 3+) and robotaxi services will become a $2.5 trillion market. By 2030, the autonomous driving system (including lidars, radars, cameras, computers, software and maps) market will reach $57 billion; the market value will more than triple by 2040, reaching $173 billion.\n\nSource:IDTEchEX\nAlthough it is almost 20 years away, robotaxi services, which seems to be what Apple is focusing on right now, will be a $2.5 trillion business. Apple has what it takes to dominate this space because it already has a good percentage of the world using its products. It would make sense for Apple clients to use these services since the car itself would be geared towards supporting Apple’s products. We have to think of this industry as part of a larger ecosystem.\nEven sooner than that though, Apple could gain billions in revenue just by supplying software or hardware towards autonomous driving in one way or another:\nSource: IDTEchEX\nAD systems are forecast to be a $57 billion industry by 2030, and grow to $173 by 2040. Within this, software will be the most significant component. With Apple designing its chips for its cars, it could be paving the way to supplying not just its fleet of cars, but even selling chips to other manufacturers.\nTakeaway\nIn conclusion, there is a big TAM out there, I don’t think Apple will be content selling phones for the next 20 years. Apple has a great opportunity to develop a successful autonomous car, thanks to its expertise in software and hardware. Furthermore, the company is poised for commercial success, since its brand values luxury and convenience, aligned with what consumers are looking for in cars today.","news_type":1,"symbols_score_info":{"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":3579,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":42,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/874304289"}