アップルカー(仮)生産契約を巡りヒュンダイ幹部の意見が割れているとの噂

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• 小林 裕

  Independent Thinker フリー • 元自動運転用高精度地図プロジェクトリーダー

  ・2021年01月31日

  Hyundai wrestles with the risks of embracing Apple
  https://www.reuters.com/article/autos-tech-apple-hyundai-motor/focus-hyundai-wrestles-with-the-risks-of-embracing-apple-idINL1N2JW1J2
  
  ポイント
  - Apple business model - Most likely interested on the services more than adding another hardware, like its service business model of Apple clould based services vs. iProducts and Mac
  
  - Apple is likely to avoid ad revenue business model to differentiate from MaaS providers
  
  - Major vehicle manufacturers (VMs) are willing yo offer service by themselves, as they know it will be selling PC with Windows
  
  - Apple is (said to be) in negotiations with several VMs, Foxconn is another candidate as long anticipated. This month Foxconn became a big shareholder of Byton, which should start M Byte in 2022 after securing working capitals this month.
  
  I recall the 2004 partnership offer by Apple to Sony over iTunes. Sony refused and lost the whole walkman busibess, as it couldn‘t offer anything competitive...
• Nagahara Ohki

  　 　

  ・2021年01月31日

  存在意義が疑われるような自動車OEMは名乗りを上げたほうが良いのでは。