2024. 2. 6. 23:48ㆍU.S. Economic Stock Market Outlook
The news window is going crazy again because of Apple cars.
I should participate in the war, too. I don't think Apple cars will work. Why? Because of Tesla, a leading company. Everything is very important. Latecomers need more effort than preoccupied companies to take away the preemptive effect. However, putting in such effort does not necessarily mean success, and it is not easy to close the gap unless the preoccupied ones make a mistake.
It would have been successful because Apple carried out the innovation of the iPhone first, but it wouldn't be known if Samsung's Galaxy came out first. Google also tried to build a smartphone business by acquiring Motorola and Nokia. But did it work out? Does Google lack technology? Isn't it innovative? I don't mean to take Apple down, but I need to doubt that everything will be fine if Apple does it.
Of course, when Apple cars revolutionize, the story changes. Self-driving upgrades to electric cars are not enough. It is necessary to innovatively compensate for the inconveniences of Tesla cars, especially Tesla cars, such as flying in the sky when there is traffic jam or making a car like a movie theater or a motel. Just as the iPhone gained sensational popularity by incorporating computer functions that were not found in existing mobile phones.
But will Tesla exceed its function by 2025? Will Musk be stupidly blank? Tesla plans to run a taxi outside the car alone while the owner of the car works outside the office if the self-driving function is fully implemented. There are also plans to use the computing system in the car as a server while charging after returning home. And the self-driving records accumulated 10 years before the Apple Car's release, as stock prices rise and vehicle sales go well, the incoming cash will become competitive.
Will Apple be able to clean up everything and go all-in-one in the car? From Apple's point of view, we don't expand our line, so we have a lot of money, and if it doesn't work, we might feel like we're not going to have a lot of money. I wonder if it will reduce the margin a lot. TSMC gives a lot of margins because it is irreplaceable, but there are a lot of companies that can make cars. Ssangyong Motor Line is also taking a break.
I'm not interested in Kia and Nissan, but it's true that Kia's stock price has risen a lot because of Apple cars. But what I forget is that Hyundai/Kia is making cars well. No one is paying attention to the fact that telluride is gaining popularity in the U.S. In January, telluride sales increased by more than 50%. It is more meaningful that the number of cars in the U.S. is also increasing at a time when car sales are gradually decreasing. It's been more than three years since it was released. How well the Apple car will turn out in 2025 should be then, and the change in reality is more important now.
My favorite business type is automobile and I wrote this from a love of Hyundai Motor. I didn't do the fact check because I was lazy, and I'll take the tackle sweetly.
Conclusion, a car that will get better even if it's not an Apple car, I love you Apple, iPhone is the best, Tesla car is the best, I want to try the Model S.
The end.
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