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郭明錤:料苹果最快将在2025年发布Apple Car 或与现代、通用汽车等合作
阿思达克 02-02 13:50

着名苹果分析员郭明錤发表的报告指,相信苹果(AAPL.US)将与现代集团深入合作Apple Car,料Apple Car底盘将采用E-GMP平台且现代集团将提供技术支援,而Hyundai Mobis提供部分零组件设计与生产、与Kia将提供在美国的产线以生产Apple Car。

假如与现代的合作模式进展顺利,他预测後续苹果将与通用汽车(GM.US)与PSA集团合作,以开发其他Apple Car机种或进入其他市场。

他认为目前鸿海集团并非苹果开发Apple Car的最佳合作夥伴,市场对鸿海、鸿准、广宇、乙盛、荣炭与正达等公司的Apple Car订单过於乐观,鸿海集团中目前Apple Car订单能见度较佳者仅为鸿腾精密。

他预测苹果最快将在2025年发布Apple Car。根据过去经验,新款iPhone从最初规格定义到大量生产约需18–24个月。考量到汽车的开发时间更长、验证规格更高、供应链管理更复杂与截然不同的销售/售後服务体系,认为欠缺造车经验的苹果若欲在2025年发布Apple Car,时程上已相当紧迫。而Apple Car越晚推出越不利建立竞争优势,故相信公司将善用既有车厂资源,并专注在自动驾驶软硬件、半导体、电池相关技术、外观与内部空间设计、创新使用者体验与整合既有苹果的生态。

他预测Apple Car将定位在非常高端车型,售价与零组件成本将显着高於一般电动车,有利合作车厂获利。车厂透过与Apple合作也可扩大规模经济并降低成本。

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