Apple electric car resurrection Hon Hai Lido
Apple is rumored to restart the "Project Titan" to build electric cars at the end of this year (Reuters)
Apple is rumored to reorganize the Apple Car team at the end of this year, restart the "Project Titan" that has been sealed for a long time and is expected to produce in 2025. The outside world named Apple electric vehicles will be outsourced OEM, and Hon Hai and automobile OEM giant Magna (Magna) are the most popular companies to win orders, staged a "two dragons grabbing the beads" drama.
It is reported that since Apple launched the "Titan Plan" in 2014, the process of developing electric vehicles has not been smooth. After many strategic changes and senior management exchanges, the team even disbanded for a while, leaving Apple Car in the stage of "only hearing the stairs, no one going downstairs", but Apple has not given up its car manufacturing plan and is about to rebuild a new team.
Land analysts revealed that although Apple's original Apple Car team has been dissolved, in order to achieve the 2025 production target, it is necessary to reorganize the team within the next three to six months. It is very likely that a new Apple Car team will be established again by the end of this year, and the supply chain will also be reselected.
, mainland analysts expect that the launch of Apple Car may fall between 2025 and 2027. The key factor in its success is not hardware, but big data and artificial intelligence , which is an area in which Apple's existing products have not yet shown a clear competitive advantage.
As for whom the Apple Car OEM orders that the outside world is most concerned about, from the current information of all parties, Apple may entrust long-term partner Hon Hai to take action. Hon Hai has previously obtained a North American electric vehicle production base. The outside world interprets this move as a preparation for the Apple Car order.
It is reported that Hon Hai is currently working with Lordstown in the North American market, and the two parties will produce electric pickup truck Endurance in the second half of the year. In addition, the PEAR model jointly developed by Hon Hai and another new car manufacturer Fisker is also continuing to advance. It is planned to be mass-produced in 2024. Since PEAR is a affordable model, Fiker estimates that the annual output will be at least 250,000 vehicles. It can be seen that Hon Hai's demand for automotive electronics and modules in the North American electric vehicle market is becoming increasingly large.
Hon Hai Chairman Liu Yangwei said before that considering the large demand for automotive electronics in the North American market, Hon Hai will expand the scale of Mexican automotive factories in 2022 to meet customer needs.
industry insiders revealed that Apple is also inquiring about the possibility of traditional car manufacturers accepting Apple Car OEM orders, including Porsche exclusive OEM factory Magna is also one of the targets. Magna itself has a foundation in OEM and has production bases in North America, Asia and Europe. Its Taiwan supply chain is Today's Taiguang, which mainly supplies on-board lenses, and has achieved results in shipping in European and American car manufacturers.
On the other hand, the market also named mainland Apple OEM factory Luxshare also has the opportunity to enter Apple Car OEM. However, some analysts believe that Luxshare started late in electric vehicles, and the group's supply chain is not as strong as Hon Hai, so it may not be able to catch up with the first wave of orders in the early mass production.
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