Posachedwapa Citi Securities adasindikiza lipoti , momwe ali ndi chiyembekezo chokhudza chisankho cha Apple cholowa mumsika wamagalimoto amagetsi. Mtunduwo ukuyembekezeka kugwiritsa ntchito mazikowo kupanga magalimoto odziyendetsa okha kuyambira 2025 ... Opanga 11 aku Asia monga a Hon Hai adzakhala opindula ndi mwayi waukulu wamalonda wa Apple Car.
Citi imakhulupirira kuti Apple ili ndi zochitika ziwiri zopangira magalimoto amagetsi. Choyamba, pali zifukwa zomveka zokhulupirira kuti magalimoto amagetsi adzapangidwa kudzera mwa opanga monga Hon Hai. Izi zikuyembekezeka kuthandizira ku CAGR yofikira 10-15% mpaka 2025. Mu chochitika chachiwiri, Apple iganizira kwambiri zakulimbikitsa chitukuko cha Apple CarPlay ecosystem. Izi ziyenera kuthandizira kuchulukitsa ndalama ndi 2% ndikuwonjezera EPS ndi 1-2%.
Werenganinso: Ntchito ya Apple Car ikhoza kuchitidwa ndi Hyundai Motor Company
Lipoti la akatswiri likuti Apple idzapindula kwambiri popanga ntchito zakunja. Ngakhale kupanga magalimoto ndi mafoni a m'manja kuli kosiyana, Apple ndi yaluso pakugulitsa zinthu zambiri. Chifukwa chake, kampaniyo iyenera kukwaniritsa cholinga chake chopanga magalimoto a Apple miliyoni 1 pachaka.
Apple mkati mwake ikufuna kukhazikitsa galimoto yodziyendetsa yokha m'zaka zinayi, mwachangu kuposa ndandanda yazaka zisanu mpaka zisanu ndi ziwiri zomwe akatswiri ena amakonzekera koyambirira kwa chaka chino. Koma nthawi yake ndi yosinthika, ndipo kukwaniritsa cholingacho pofika chaka cha 2025 kumadalira luso la kampani lotha kuyendetsa galimoto - cholinga chofuna ndandanda iyi.
Zolemba za Apple Car Project
Citi Securities idawunikiranso zofunikira zinayi zoyambira ku Apple. Izi zikuphatikiza zokonda zopangira zinthu ku United States kapena Mexico kuposa ku China; zimafunikira Apple kukhala ndi dongosolo lazakudya zamabatire, ma faceplates ndi ma semiconductors; ili ndi nsanja yamagetsi yamagetsi ndipo ili ndi chuma chambiri kuti ipangitse anthu ambiri; Apple ikhoza kuthandizira luso lake lopanga. Kutengera ndi izi, makampani 11 onse ku Asia ali oyenera kutenga nawo gawo.
Ndikuganiza kuti simukukayika kuti Apple ipanga galimoto yawo zikachitika. M'malo mwake, uwu ndi msika wa $ 10 thililiyoni woti ugwire. Monga makampani ena ambiri, Apple safuna kusiya mwayi. Chifukwa chake ikafika pamsika, mitundu yonse yamagalimoto azikhalidwe idzagunda kwambiri.
« Zomwe takumana nazo zikuwonetsa kuti kwa zaka zingapo kukhazikitsidwa kwa Apple Car, kwa zaka zingapo kukhazikitsidwa kwa Apple Car, tikuwona kukondera kokulirapo pakukula kwa kutchuka kwa magalimoto odziyimira pawokha, "Katswiri waukadaulo wa Morgan Stanley, Katy Huberty adalemba m'mawu ena.
