苹果汽车，凭什么干过特斯拉？

IT时报2022-01-19

作者／IT时报记者王昕2022 年新年伊始，苹果成为全球首个市值达到3万亿美元的公司，其市值规模排名世界前五大经济体，“苹果帝国”当之无愧。孤独求败之下，人们不禁要问，苹果的天花板究竟在哪里？苹果汽车（Apple Car）无疑是最大变量。蒂姆·库克想要推动3万亿帝国继续前进，苹果汽车提供的“推力”不可或缺。近来，关于苹果造车的传闻一条紧似一条。最新消息显示，苹果已向东亚地区多个供应链厂商提出...

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有冇有冇
·2022-01-20
蘋果收購特斯拉！馬斯克專注上火星十狗幣
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1
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金钱无眠123
·2022-01-20
特斯拉的佈局已經沒有對手
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8
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- 金钱无眠123:
  下坡路上还在不在了？
  2022-04-03
  Reply
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- 金钱无眠123:
  拭目以待
  2022-01-20
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- 晓宇哦哦:
  想多了特斯拉现在已经在走下坡路，安全问题一直都存在，召回的比例那么大，接下来会逐渐失去优势
  2022-01-20
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SN13698AAA
·2022-01-19
什麼叫“幹翻”？豐田“幹翻”大衆了嗎？通用“幹翻”了福特了嗎？市場那麼大，誰能獨佔？有必要非得“幹翻”誰嗎？
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4
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Ckboon
·2022-01-19
Wow
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1
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BP小林
·2022-01-19
[財迷]
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2
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斗战胜佛巴菲特
·2022-01-19
準備小米汽車上市先來一臺，之後再來一臺水果汽車哈哈
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8
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赚钱不易
·2022-01-19
大概率是特斯拉蘋果一起把蔚小理幹翻
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17
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- 夜袭女儿国:
  不要侮辱特斯拉和苹果，蔚小理在他们眼里啥都不是
  2022-01-20
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昨夜梦见你
·2022-01-19
我信
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3
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Titan）”，遭受核心团队分崩离析、项目搁浅等惨痛经历，错失入局电动车市场完美时机，并让特斯拉“发育”成许多人心目中最有能力挑战苹果的科技公司。错过了就是错过了，如果苹果公司在今年赶鸭子上架发布其汽车新品，那么这或许会是一个令人遗憾的决定。作为全球科技企业翘楚，正当所有人笃信“风口理论”，快速甚至疯狂地迭代发布新品时，苹果应该扮演最冷静的角色。出招，即大招。苹果公司最核心的产品iPhone的成功，并不在于把握住哪个风口，而是重新定义智能手机和用户体验；当每年秋季新iPhone面对全球消费者如约而至的时候，苹果靠的是芯片、生态等领域堆建起的无法逾越的能力壁垒；苹果之所以成为一个“富可敌国”的公司，靠的是强大到偏执的供应链掌控力，以及自研核心技术带来的超高附加值。如果缺了上述任何一个条件，Apple Car将很可能成为一辆披着苹果外壳的令人乏味的新品，外观设计等显性化创新将成为吸引消费者购买的、略显无聊的噱头。这似乎走回了苹果已离职前“二号人物”安格拉·阿伦茨的老路，这位来自Burberry的时尚“女魔头”并不是苹果的“真命天女”。苹果绝对是一家科技公司。毫无疑问，Apple Car将是一款非常漂亮的新车，问题是它能不能拥有苹果的、令人骄傲的基因，或者用通俗点的话来说——绝对的差异化竞争力和技术壁垒。图源：东方IC太阳底下没有新鲜事，例如在当前的全球手机行业，如果有哪个手机厂商想寻找一家光学镜头厂商合作来提升影像实力，那么它很可能将无功而返。因为光学镜头供应链已经提供不了更多选择，徕卡与华为、蔡氏与vivo、哈苏与一加均已达成战略协议，新入局者根本没有空间。苹果在汽车市场也面临类似的窘境，核心技术和零配件供应链市场早已被特斯拉和中国造车新势力瓜分殆尽，苹果很难找到对等的合作伙伴，如电池方面，苹果就很难挖掘到足够优秀和特别的供应商。在关键领域自动驾驶等核心技术上，苹果也缺乏足够积累，抛开所有技术细节不谈，电动汽车厂商拥有的海量驾驶数据就是苹果所缺乏的，这些数据本身也是难以逾越的门槛。库克在接受媒体采访时曾透露过，苹果非常关注自动驾驶。苹果CEO极为罕见地分享了苹果公司未来发力的主要方向，汽车成为苹果公司的“阳谋”。回过头来看看苹果汽车团队的高管们，监督Apple Car开发的负责人John Giannandrea来自苹果人工智能部门，而Apple 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