Overseas | Musk's earnings report will criticize Apple twice: 100% cobalt consumption, monopoly


Text: Understand the car Emperor original Jia Tianyu

[Understand the car Emperor original industry] According to foreign media reports, the conference call was in the second quarter of Tesla’s financial report. CEO Elon Musk made two attacks on Apple's use of cobalt and its closed ecology.

When asked about Tesla’s supply chain, Musk said that it is a misunderstanding that Tesla uses a lot of cobalt, and that cobalt is a key material for the production of lithium-ion batteries for smartphones and electric vehicles , "We may use 2% cobalt instead of Apple's 100% cobalt." Musk said.

Tesla CEO Elon Musk

When referring to Tesla’s plan to open up its charging network to other automakers, Musk said that this is not to build like the Apple App Store A "walled garden" is used to eliminate some competitors. "We want to emphasize that our goal is to support the emergence of sustainable energy." According to foreign media reports, the Apple App Store is facing scrutiny by legislators and other companies. At some point it has also been subjected to antitrust trials.

Foreign media said that although Tesla and Apple do not currently compete directly, it is reported that a project code-named Titan is manufacturing electric self-driving cars, and it has attracted many Tesla engineers and executives. The project was led by Doug Field, who returned to Apple in 2018 after working at Tesla for five years.

Apple

In addition, Musk also said in the conference call that unless he has "very important things" to say,Otherwise, he may not appear on Tesla's future earnings conference call.

According to Tesla's second-quarter 2021 financial report, the company has produced and delivered more than 200,000 vehicles, a new record. Revenue was 11.96 billion U.S. dollars, exceeding market expectations. It was 6.036 billion U.S. dollars in the same period last year, of which automobile revenue was 10.206 billion U.S. dollars. It is worth noting that Tesla's vehicle gross profit margin is as high as 28.4%, which is 25.8% after deducting carbon credit income, which is almost twice that of traditional car companies.

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