text | Huashang Taolue Mumu
Recently, the news that BYD will produce a network adapter for Apple suddenly detonated the Internet.
However, just last year there was news that the two companies' new energy vehicle-related business talks had collapsed. Will this cooperation bring new opportunities?
Just two days ago, news broke that Apple has applied to the Federal Communications Commission of the United States for product certification for a network adapter that will be manufactured by BYD. The adapter may not be commercially available and is a product only. Provide developer's device.
Many people’s impression of BYD is still in vehicle manufacturing. In fact, BYD’s “fate” with Apple began as early as ten years ago.
Note: The picture comes from BYD's official website
As early as 2011, Apple signed a "Master Development and Supply Agreement" with BYD, agreeing that BYD is responsible for the development, supply and service of Apple's electronic product spare parts in China wait. Although the cooperation later caused disputes and the two companies went to court, the two parties have maintained various cooperation in electronic product spare parts.
In 2020, there is news that Apple and BYD will strengthen cooperation and expand production scale. The iPhone 9 will also be OEMed by BYD.
Unexpectedly, just one year later, BYD made a big move and actually choked Apple's neck in the new energy vehicle manufacturing business.
Currently, the batteries of new energy vehicles in the world are divided into two categories: lithium iron phosphate battery and ternary lithium battery. The former is safer to use and has a long lifespan, but its battery life is short; the latter, although it has a long battery life, is prone to spontaneous combustion and has a low safety factor.
Previously, many manufacturers were using ternary lithium batteries, but by 2021, lithium iron phosphate batteries bucked the trend, surpassing both production and vehicle installations. BYD has made a huge contribution to this. On the list of the top four global power batteries, apart from CATL, which ranks first, BYD is the only one that specializes in lithium iron phosphate HT6.
Note: The picture comes from BYD's official website
In recent years, Apple has made car manufacturing one of the company's priorities. However, the primary issue in new energy vehicle manufacturing is batteries. Apple naturally turned its attention to BYD, which it has cooperated with for many years.
Relying on its global dominance in the digital field, Apple is full of confidence in this negotiation and requires BYD to build a factory in the United States and set up a dedicated service team to cooperate with Apple in building cars.
To everyone’s surprise, BYD actually rejected this request.
The industry analyzed that BYD’s decision may be due to many factors. First, it is the uncertainty of building a factory in the United States; second, cooperation with Apple may have an impact on its own new energy vehicle business; and finally, of course, BYD has enough Backed by strength, we have the confidence to reject the "olive branch" offered by Apple.
Note: The picture comes from BYD's official website
Just when the industry thought that the two companies would part ways, in June this year, the cooperation between Apple and BYD took a new turn.
On June 7, Apple announced at the WWDC 2022 Developer Conference that BYD will support unlocking iPhones. Previously, news broke that Apple has added BYD entries to the configuration file of Apple Pay.
Although it is currently difficult to determine whether Apple’s move is paving the way for further cooperation between the two companies in the field of new energy vehicles, what is certain is that in the fierce competition for new energy vehicles in the world, China is already at the forefront and has a long history of cooperation. The entire industrial chain from mineral development to basic material processing, battery manufacturing, and cell packaging. BYD and CATL are leaders in this industry chain.
If wants to gain a place in the new energy vehicle manufacturing industry, cooperation with Chinese companies is indispensable. Apple may also see this. This cooperation may mean that Apple and BYD will open a new page together.
——END——
Welcome to follow [Chinese Business Tao Lue], get to know the famous figures, and read the legend of Tao Lue.
All rights reserved, unauthorized reproduction is prohibited!
Some pictures come from the Internet
If there is any infringement, please contact
to delete it
