Kwanan nan Citi Securities ya buga rahoto , wanda a cikinsa yana da kwarin gwiwa game da shawarar Apple na shiga kasuwar motocin lantarki. Ana sa ran alamar za ta yi amfani da ginin don kera motoci masu tuƙi a farkon 2025 ... 11 masana'antun Asiya kamar Hon Hai zai kasance masu cin gajiyar babbar damar kasuwanci ta Apple Car.
Citi ya yi imanin cewa Apple yana da yanayi guda biyu don haɓaka motocin lantarki. Na farko, akwai kowane dalili na yarda cewa za a samar da motocin lantarki ta hanyar masana'anta irin su Hon Hai. Ana tsammanin wannan zai ba da gudummawa ga CAGR na kusan 10-15% ta 2025. A cikin labari na biyu, Apple zai mayar da hankali kan ƙarfafa haɓakar yanayin yanayin Apple CarPlay. Wannan ya kamata ya ba da gudummawa ga haɓakar 2% a cikin kudaden shiga da haɓaka 1-2% a cikin EPS.
Hakanan karanta: Kamfanin Motar Hyundai na iya ɗaukar nauyin aikin Apple Car
Rahoton manazarta ya ce Apple zai fi amfana da masana'antun ketare. Duk da yake kera motoci da wayoyin hannu ya bambanta, Apple ya kware wajen fitar da kayayyaki masu yawa. Don haka, ya kamata kamfanin cikin sauri ya cimma burin kera motocin Apple miliyan 1 a kowace shekara.
Kamfanin Apple na cikin gida yana da niyyar kaddamar da motarsa mai tuka kanta cikin shekaru hudu, cikin sauri fiye da jadawalin shekaru biyar zuwa bakwai da wasu injiniyoyi suka tsara a farkon wannan shekarar. Amma tsarin lokaci yana sassauƙa, kuma cimma wannan burin nan da shekarar 2025 ya dogara ne akan ikon kamfani na kammala tuƙi mai cin gashin kansa - manufa mai fa'ida ga wannan jadawalin.
Ƙayyadaddun Ayyukan Mota na Apple
Citi Securities kuma ya bayyana mahimman buƙatun guda huɗu don sarkar samar da Apple. Waɗannan sun haɗa da fifiko don sansanonin masana'antu a Amurka ko Mexico akan babban yankin China; yana buƙatar Apple don samun tsarin samar da kayan aiki don batura, farantin fuska da semiconductor; an sanye shi da dandamalin abin hawa na lantarki kuma yana da ma'auni na tattalin arziki don samar da yawa; Apple na iya tallafawa iyawar ƙirarsa. Dangane da waɗannan sharuɗɗan, jimlar kamfanoni 11 a Asiya sun cancanci shiga.
Ina tsammanin ba ku da shakka cewa Apple zai kera motar su lokacin da hakan ya faru. A zahiri, wannan kasuwa ce ta dala tiriliyan 10 don kamawa. Kamar sauran kamfanoni da yawa, Apple ba ya son barin damar. Don haka lokacin da ya shigo kasuwa, duk nau'ikan motocin gargajiya za su yi rauni sosai.
« Kwarewarmu ta nuna cewa shekaru da yawa bayan ƙaddamar da motar Apple, shekaru da yawa bayan ƙaddamar da motar Apple. muna ganin nuna son kai ga karuwar shaharar motocin masu cin gashin kansu, ”in ji Morgan Stanley manazarcin fasaha Katy Huberty a wata sanarwa ta daban.
