Munguva pfupi yapfuura Citi Securities yakaburitsa rondedzero , umo ane tariro pamusoro pechisarudzo cheApple chekupinda mumusika wemotokari yemagetsi. Iyo mhando inotarisirwa kushandisa iyo yekutanga kuvaka mota dzinozvityaira kutanga kwa2025 ... 11 vagadziri vekuAsia akadai saHon Hai vachave vanogona kubatsirwa nemikana mikuru yebhizinesi reApple Car.
Citi anotenda kuti Apple ine mamiriro maviri ekugadzirwa kwemotokari dzemagetsi. Kutanga, pane zvikonzero zvese zvekutenda kuti mota dzemagetsi dzichagadzirwa kuburikidza nevagadziri vakaita saHon Hai. Izvi zvinotarisirwa kubatsira kuCAGR inosvika gumi-10% kusvika 15. Muchiitiko chechipiri, Apple ichatarisa pakusimbisa kusimudzira kweApple CarPlay ecosystem. Izvi zvinofanirwa kubatsira kune 2025% kuwedzera kwemari uye 2-1% kuwedzera kweEPS.
Verenga zvakare: Apple Car chirongwa chinogona kutambirwa neHyundai Motor Company
Chirevo chemuongorori chinoti Apple ichabatsirwa zvakanyanya kubva mukugadzira kunze. Nepo kugadzirwa kwemota nema smartphones kwakasiyana, Apple ine hunyanzvi mukuburitsa huwandu hukuru hwezvigadzirwa. Nekudaro, kambani inofanirwa kukurumidza kusvika kune chinangwa chekugadzira 1 miriyoni Apple mota pagore.
Apple iri mukati ichivavarira kuburitsa mota yayo yekuzvityaira mumakore mana, nekukurumidza kupfuura chirongwa chemakore mashanu kusvika manomwe mamwe mainjiniya aironga kutanga kwegore rino. Asi iyo nguva inochinjika, uye kuzadzisa icho chinangwa panosvika 2025 kunotsamira pakukwanisa kwekambani kupedzisa kutyaira yakazvimiririra - chinangwa chekuda chechirongwa ichi.
Apple Car Project Matsanangudzo
Citi Securities yakaratidzawo zvina zvakakosha prerequisites zveApple's supply chain. Izvi zvinosanganisira sarudzo yekugadzira mabhesi muUnited States kana Mexico pamusoro penyika yeChina; zvinoda Apple kuti ive nehurongwa hwekugovera bhatiri, faceplates uye semiconductors; yakashongedzerwa nepuratifomu yemotokari yemagetsi uye ine hupfumi hwechiyero chekugadzirwa kwehuwandu; Apple inogona kutsigira dhizaini yayo. Zvichienderana nemamiriro ezvinhu aya, makambani gumi nerimwe muAsia anokodzera kutora chikamu.
Ini ndinofungidzira iwe hauna kupokana kuti Apple ichave ichigadzira mota yavo kana izvo zvaitika. Muchokwadi, iyi i $ 10 trillion musika wekutora. Kufanana nemamwe makambani mazhinji, Apple haidi kusiya mukana. Saka kana yasvika pamusika, mhando dzese dzemotokari dzechinyakare dzinorohwa zvakanyanya.
« Chiitiko chedu chinoratidza kuti kwemakore akati wandei mushure mekutangwa kweApple Car, kwemakore akati wandei mushure mekutangwa kweApple Car, tiri kuona zvakatonyanya kurerekera mukukwira kwemukurumbira wemotokari dzinozvitonga, "Morgan Stanley muongorori wehunyanzvi Katy Huberty akanyora mune imwe chinyorwa.
