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by theluketaylor
2845 days ago
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Especially now that car makers manufacture very few of the parts that actually make something a car. There is a whole network of suppliers that make wheels, brakes, control arms, struts, transmissions, differentials, basically all the bits that make something travel down the road. Car makers only really kept engines and final assembly. Engines will give way to electric motors and will be extremly easy to commoditize since they already are. The car industry shed nearly all its manufacturing due to labour costs. They assumed the high cost of starting a car company and the complex safety regulations would prevent anyone else from joining the industry. Apple is extremly skilled at collecting a tons of parts suppliers, giving them extreme specifications while simultaneously buying up their entire output, and creating an incredibly polished product. The final reason apple is wanting to make a car is driving experience is now largely driven by software. The basic suspension geometry has to be decent and the mechanicals can't leave you stranded, but the basic day to day interaction with your car is now all software. Apple is great at software, they are a software company. None of the car manufacturers are great at software. They have all become good enough to get by. Is there anyone out there who thinks Apple won't blow the auto industry away at simple but powerful UI? Car manufacturing hasn't been this easy to disrupt since the original brands moved out of sheds in the early 20th century. Tesla has joined the game but is struggling with manufacturing scale, something that has always protected the big car makers. Apple is unbelievably good at manufacturing scale, they have endless cash available, and they have a ton of software components to leverage already in use by hundreds of millions of people. Sounds like a winner to me. |
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