苹果造车指针加速转动！

智通财经网2022-01-13

苹果造车已经进入超速运转状态。日前，据韩国IT新闻报道，苹果公司在上个月再次派人到访韩国，会见了一些对“大规模电子元器件生产有经验”的厂商，这也是苹果第二次大规模到访韩国。据悉此次苹果与SK和LG两家知名电池公司讨论了电池的供应问题。报道称，苹果已经制定了直接开发和管理苹果汽车电池材料的政策。预计将在今年年内完成苹果汽车供应商的选择，并开始全面开发。还记得前不久有媒体报道称，中国台湾省的一些关键...

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3年内开发、批量生产，最早将于2024年推出。看看这份“地下”造车历程苹果的造车计划最早可以追溯到2014年，那时苹果启动了代号为“泰坦”的造车计划，打算推出一款能与特斯拉抗衡的新能源汽车，并动用了庞大的资金将克莱斯勒、特斯拉、福特等多家公司的动力测试和混合动力系统工程师挖走，组建成了一支有1000位员工的团队。但是好景不长，这份项目貌似被搁置。据悉是因为在项目推进过程中出现了极大的分歧，由苹果前汽车项目负责人史蒂夫·扎德斯基所领导的团队希望“Project Titan”项目开发一辆具备半自动驾驶功能的汽车产品，而乔纳森·艾维团队则极力想要打造一个全自动驾驶平台，一个是主整车制造，一个则是注重软件平台。库克当时在被媒体问及汽车项目进展时表示：“我认为未来软件将成为汽车上越来越重要的组件。自动驾驶也将变得更加重要。苹果专注于自动驾驶系统，这是非常重要的核心技术，也可能是苹果进行的最困难的人工智能项目之一。”随后，苹果加速了在相关技术领域的步伐，苹果汽车项目推进速度却逐渐变慢。直到从2020年末开始，关于苹果造车的消息突然多了起来。2020年12月8日，苹果人工智能和机器学习的负责人John Giannandre接管了苹果汽车项目。2021年1月7日，韩媒称苹果与现代集团接触，打算在乔治亚州的发动机工厂生产自动驾驶电动车，亦或者双方在美国投资一家新工厂，计划在2024年达到年产量10万辆，规划最终年产能为40万辆。2月2日，台湾天风国际证券分析师郭明錤预测苹果将会采用现代E-GMP纯电动平台，也有可能与通用合作，并爆出苹果在2020年底已聘请了保时捷的高管Manfred Harrer的消息，此人曾负责保时捷底盘的整体研发；2月3日，彭博社爆出苹果将向现代集团子品牌起亚投资36亿美元用于生产汽车的消息，不过此消息随后就被辟谣。值得注意的是，有消息称，苹果仍在独立制造整车，或为其他汽车生产商设计自动驾驶系统之间犹豫。对此，时代伯乐汽车行业研究员朱自清认为，对于造车本身，预计苹果应该不会过深介入传统的汽车制造，毕竟这个领域毛利率低，更多可能会找代工或者贴标生产，而重点发力应该在智能驾驶领域，能结合自身的优势。也有业内人士认为，苹果可能会选择富士康为其代工生产汽车产品。对于苹果而言，富士康的确是一个好的选择，毕竟其拥有100多万名员工，多年的合作也让彼此有着很大的默契。并且，富士康也在加快布局新能源汽车领域。从目前的情况来看，苹果独自开发汽车可能性更大。影响几何？电池百人会理事长于清教表示，新能源汽车时代、智能互联网汽车时代还没有真正到来，各国禁售燃油车计划，大多数在2030年至2040年，但汽车电动化智能化的趋势已定，肯定会吸引越来越多行业巨头跨界入局，苹果造车如果能在最近三年内落地，预计会加速这一趋势。在业内人士看来，苹果造车最重要的价值在于对行业生态系统的变革。确实，参照苹果手机进入中国后的发展历程，事实上并没有给中国手机产业带来威胁，反而促进了中国手机产业的发展；特斯拉进入中国与苹果手机进入中国类似，优化了中国汽车产业链，发展了一批国内优秀供应商，苹果此次进入汽车行业或许亦是如此。也就是说，在电动智能变革又将推动整车商业模式大变革的前提下，电子巨头入局电动汽车领域，科技属性和消费属性将愈发凸显，驱动估值重构。不止苹果，现在更多科技巨头们都在摩拳擦掌的要在汽车领域分一杯羹，日前，索尼集团董事长、总裁兼首席执行官吉田宪一郎宣布将成立一家名为Sony Mobility Inc.（索尼移动出行公司）的运营公司，计划在2022年春季通过该公司探索进入电动汽车市场。目前索尼正在研发一款名为VISION-S的电动汽车。在中国，小米、百度、华为等科技公司也已经大张旗鼓的进军汽车界。还记得此前大众汽车CEO赫伯特·迪斯（Hebert 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