What Ming-Chi Kuo said about Apple’s carworks

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Autonomous vehicles rolling off the assembly line five to seven years from now, driving Apple to its second trillion.


As quoted verbatim in MacRumors:

We expect that Apple Car, which will likely be launched in 2023–2025, will be the next star product. The reasons for this are as follows: (1) Potentially huge replacement demands are emerging in the auto sector because it is being redefined by new technologies. The case is the same as the smartphone sector 10 years ago; (2) Apple’s leading technology advantages (e.g. AR) would redefine cars and differentiate Apple Car from peers’ products; (3) Apple’s service will grow significantly by entering the huge car finance market via Apple Car, and (4) Apple can do a better integration of hardware, software, and service than current competitors in the consumer electronics sector and potential competitors in the auto sector.

My take: Nothing here to disagree with. Nothing much new, either. Ming-Chi Kuo’s reputation is a mystery to me. But I wish he’d add me to his distribution list.

See also: How reliable is Ming-Chi Kuo?