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Who will be the winner of Apple car contract manufacturing, which is expected to be announced in the first half of this year?

2024-11-22 Update From: AutoBeta autobeta NAV: AutoBeta > News >

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AutoBeta(AutoBeta.net)02/13 Report--

Since it was reported that Apple will accelerate the cross-border car industry and take the lead in the production of cars by OEM, the news about which OEM will be adopted has been speculated in the industry. According to several media reports, including CNBC and the Wall Street Journal, Apple is in talks to build cars in the United States, and a partner is expected to be identified in the first half of this year.

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After more and more news that Apple will choose to cooperate with Hyundai Motor, it has recently been reported that the cooperation between the two sides has "fallen through". Since the beginning of this year, Hyundai has been the first to be exposed as a contract manufacturer of Apple cars. The two companies are expected to sign a cooperation agreement by March, and Hyundai will start producing self-driving electric cars developed by Apple in 2024. But then withdrew the statement and dismissed the rumor, announcing that it had not built a car jointly with Apple.

Although Apple has not commented on such reports, Hyundai and Kia firmly refuted rumors of restarting Apple's car project, mainly for fear of undermining the independent value of the brand. Hyundai and Kia respectively said they would not participate in the Apple car project, so the landing of the Apple car project has become complicated and confusing.

According to institutional analysts, if the cooperation between Apple and Hyundai really fails, Volkswagen will also become Apple's main candidate. According to the agency, Volkswagen's modular electric vehicle platform, MEB (Modular Electric Drive Matrix), is a design framework that can easily integrate new self-driving car models. If cooperation with Hyundai can be resumed, Hyundai's E-GMP platform is still a good choice for Apple.

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At the same time, the agency also predicts that Apple will officially announce the manufacturer of Apple cars in the first half of the year, while the chances of formally announcing partners and contracts within the next three to six months will be more than 85%. Because in its view, now is the best time for Apple to enter the field of electric vehicles.

Not only because traditional car companies such as General Motors and Ford have been vigorously accelerating the development of electrification, but also because the new President Joe Biden is more advocating the development of environmentally friendly models, which will boost the development of electric vehicles.

It is worth mentioning that after it was reported that Apple's cooperation with Hyundai would fail, Japanese automaker Nissan expressed interest in participating in the Apple car project. According to the latest report, Makoto Uchida, chief executive of Nissan, answered a question about potential cooperation with Apple during a recent earnings call: "as technology reshapes the automotive industry, we need to take new initiatives and work with experienced companies through partnerships and partnerships."

Nissan revealed that as new technologies continue to infiltrate traditional industries, the auto industry also needs to maintain agility, and Hyundai has just announced that it will no longer negotiate car projects with Apple, which is an opportunity for Nissan.

Although there is no news to confirm whether the two sides will cooperate, but Uchida's answer shows that Nissan is willing to become Apple's "contract factory." Other news shows that BMW, Magna, General Motors, Stellantis Group and Volkswagen are all potential partners of Apple Motor.

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When the news that Apple is about to enter the automobile industry is spread, many people in the industry believe that the rise of electric cars in the world has boosted the development of more and more electric car companies, especially Tesla of the head electric car company. rely on leading intelligent technology to gain a lot of market favor.

And Apple, as a technology giant, will become the only car company that can compete with Tesla, so as Apple chooses the most suitable "contract manufacturer", coupled with the development trend of intelligent cars, it will also quickly help this car company increase its production and further increase profits, which is undoubtedly a plan for Nissan, which continues to lose money and develops slowly in the direction of intelligent cars.

It has to be said that at present, the automobile market is still gradually changing from the fuel market to the electrified market, coupled with several years of shrinking sales have put pressure on car companies, if it can not reflect the leading intelligent development, the choice of OEM may be an advantage. Geely, for example, keeps announcing partnerships with technology companies, but this may also undermine a brand's reputation for independent development.

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