ToughCoyote
03-01

$Apple(AAPL)$ The industry may have known about the rumors of stopping car production for a long time, so I am not particularly surprised by this.

Let alone cars, Apple has been hesitant on Carplay for many years. Its implementation plan has no advantage over Hongmeng or even Meizu, and 2.0 is a niche within a niche. They are not good at in-depth software integration on hardware platforms that do not belong to them. Looking back now, maybe they never thought about doing it well from the beginning to the end.

It is difficult to call car-machine OS a good business in the current domestic market. The only way to make money is through content payment and scene expansion. No car company is researching a system that can be called an "ecology", let alone The killer application for cars is here (most likely it is autonomous driving, but autonomous driving is basically a one-time deal, and it has already been reflected in the car price in the early stage).

It is logically unreasonable for Apple to launch an App Store in cars. Autonomous driving itself must have done research and found that no car company would choose them as the main supplier. If it is not profitable every time, just ask.

As for the car itself as hardware, frankly speaking, Apple may not have been particularly concerned about it. They made the iPod because of music digitization and the iPhone because of the mobile Internet. You see, the software business is what they are good at.

As for industrial design or Apple-style innovation, I think it is not that important in the automotive industry. At least, extremely neutral brand features like Apple cannot bring about exciting automotive products. If you don’t believe it, you can open the latest Carplay promotional page and take a look. This thing looks extremely boring in the cockpit of a $XIAOMI-W(01810)$  xiaomi or Porsche cars.$Semiconductor Bull 3X Shares(SOXL)$ $Advanced Micro Devices(AMD)$ 

@Daily_Discussion @TigerStars @MillionaireTiger @Tiger_chat  

Tim Cook Visits China: A Good Signal or Not?
Tim Cook has been in China for the past five days. The significance of Cook's visit to China is crucial. In the fourth quarter of last year, Apple's revenue and profit grew both . But Greater China revenue fell 13% year-on-year, becoming the only large regional market to decline in the quarter. --------------------- How do you view Apple's business in China? Is Cook's visit represent a good signal? If Apple drops to 165, would you consider buying the dip?
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

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    03-03
    Frazzle

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    03-03
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    03-03
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    03-03
    Sonsonkok

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