ʻO Citi Securities i hala iho nei hoopuka i ka hoike , kahi i manaʻo maikaʻi ʻo ia e pili ana i ka hoʻoholo a Apple e komo i ka mākeke kaʻa uila. Manaʻo ʻia ka brand e hoʻohana i ka foundry e kūkulu i nā kaʻa kaʻa ponoʻī ma mua o 2025 ... 11 mea hana ma Asia e like me Hon Hai e lilo i poʻe pōmaikaʻi i nā manawa ʻoihana nui o Apple Car.
Manaʻo ʻo Citi he ʻelua mau hiʻohiʻona ʻo Apple no ka hoʻomohala ʻana i nā kaʻa uila. ʻO ka mea mua, aia nā kumu a pau e manaʻoʻiʻo ai e hana ʻia nā kaʻa uila ma o nā mea hana e like me Hon Hai. Manaʻo ʻia kēia e hāʻawi i kahi CAGR a hiki i 10-15% a hiki i 2025. I ka lua o ka hanana, e kālele ana ʻo Apple i ka hoʻoikaika ʻana i ka hoʻomohala ʻana o ka kaiaola Apple CarPlay. Pono kēia e hoʻonui i ka 2% o ka loaʻa kālā a me ka 1-2% hoʻonui i ka EPS.
Heluhelu pū kekahi: Hiki ke mālama ʻia ka papahana Apple Car e Hyundai Motor Company
Ua ʻōlelo ka hōʻike loiloi e pōmaikaʻi ʻo Apple mai ka hana ʻana i waho. ʻOiai ʻokoʻa ka hana ʻana o nā kaʻa a me nā smartphones, ua mākaukau ʻo Apple i ka hoʻopuka ʻana i nā huahana he nui. No laila, pono e hoʻokō koke ka hui i ka pahuhopu o ka hana ʻana i 1 miliona mau kaʻa Apple i kēlā me kēia makahiki.
Ke manaʻo nei ʻo Apple e hoʻomaka i kāna kaʻa kaʻa ponoʻī i nā makahiki ʻehā, ʻoi aku ka wikiwiki ma mua o ka papa hana ʻelima a ʻehiku mau makahiki i hoʻolālā ʻia e kekahi mau ʻenekinia ma mua o kēia makahiki. Akā hiki ke maʻalahi ka manawa, a ʻo ka hoʻokō ʻana i kēlā pahuhopu ma 2025 e hilinaʻi ana i ka hiki o ka hui ke hoʻopau i ka hoʻokele autonomous - kahi pahuhopu nui no kēia papa.
Nā kikoʻī o ka papahana kaʻa Apple
Ua hōʻike pū ʻia ʻo Citi Securities i ʻehā mau pono kumu no ke kaulahao lako o Apple. Hoʻopili kēia i kahi makemake no ka hana ʻana i nā waihona ma ʻAmelika Hui Pū ʻIa a i ʻole Mekiko ma mua o ka ʻāina nui ʻo Kina; pono ia iā Apple e loaʻa i kahi ʻōnaehana kaulahao no nā pā, faceplates a me nā semiconductor; ua lako ʻia me kahi kahua kaʻa uila a loaʻa iā ia nā ʻoihana waiwai no ka hana nui; Hiki iā Apple ke kākoʻo i kāna mau mana hoʻolālā ponoʻī. Ma muli o kēia mau kūlana, hiki i nā hui 11 ma Asia ke komo.
Manaʻo wau ʻaʻohe kānalua ʻoe e hana ana ʻo Apple i kā lākou kaʻa i ka wā e hiki mai ana. ʻOiaʻiʻo, he $ 10 trillion mākeke kēia e hopu ai. E like me nā hui ʻē aʻe, ʻaʻole makemake ʻo Apple e haʻalele i ka manawa. No laila, i ka wā e paʻi ai i ka mākeke, e paʻi ikaika ʻia nā kaʻa kuʻuna āpau.
« Hōʻike kā mākou ʻike i kekahi mau makahiki ma hope o ka hoʻomaka ʻana o Apple Car, no kekahi mau makahiki ma hope o ka hoʻokuʻu ʻia ʻana o Apple Car, ke ʻike nei mākou i ka piʻi ʻana o ka kaulana o nā kaʻa kūʻokoʻa, ”kākau ʻo Morgan Stanley ʻenehana ʻenehana ʻo Katy Huberty i kahi palapala ʻokoʻa.
