friendly1uk wrote: The car bit is easy.
NO IT ISN'T!!!! This is the fallacy so many that go into the car biz fall for only to fail. EV's are even harder. Keeping in mind that nobody has yet made money selling an EV, it's hard for me to imagine that Apple is dying to start throwing it's assets at becoming an EV OEM. They would be TOTALLY out of their depth regarding the regulatory requirements, testing....they would have to essentially create a whole new company. It is a VERY different business from consumer electronics, and it is NOT simple or something you just put together overnight. My guess is that Apple is smart enough to realize this. They do seem to be in a bit of a battle of the egos with Musk though, so maybe this will cause their egomaniacal execs to do something stupid.I doubt it though.
I'm not sure if you heard me properly. I'm talking about Apple making batteries, not cars.
I drew a parallel to Musk, who is also using many batteries in his products. They are in the same business as many other people, with the same outlays. Much of which is battery. Everyone is in the same boat, doing much the same thing. Making their kit, and battery companies rich. With batteries such a big part of their projects, if they made their own they get the profits from their own kit and the power source. So they can rake in cash, or undercut the competition as the competition are likely buying batteries from them! The car bit is easy. Nothing separates one companies chances from another. From auto giants to pacific bowl start-ups. Imagine if KIA made cars and batteries though. They would have an advantage that the Audi group couldn't compete with. Yes Audi build better cars, but if they have to buy in batteries while Kia make their own, I would back Kia. The car bit is the easy bit. A very mature business indeed. Non of them make batteries though. Which are a huge cost to them.
Same with bikes. We can both make ebikes, it's easy. However if I make the batteries and you buy them, can you compete with me? I'm probably going to be the one selling you your batteries. You have no hope unless you have a bldc mine.
The Chinese understand this. While the western world are marketing giants, they make stuff. They are buying up all the resources they can. Securing their future. No amount of marketing can help us if we can't get the raw materials cheap enough. People that live in the lands of plenty seem oblivious to this at the moment. Musk and Apple are securing their futures. Somewhere we are not seeing them buying up mining rights and looking at reclaiming. I can guaranty it.