“Johann Jungwirth, the Mercedes Benz R&D exec that Apple hired last September, worked on infotainment systems, which makes him a natural for Apple’s work on CarPlay,” Jean-Louis Gassée writes for Monday Note. “The mystery vans are most likely part of the company’s Maps product.”
“Apple has made a commitment to better in-car systems, not in and for themselves in isolation, but as a reinforcement of the iOS ecosystem. If the large number of engineers that they’ve ‘poached’ from Tesla seems a bit much, consider again the enormous size of iPhone (and iPad) revenue for this past quarter: $60B – compared to GM’s $40B for the same period,” Gassée writes. “To Apple, anything that helps the iOS ecosystem is well worth what looks like oversized investments to outsiders.”
“An Apple car feels good: design, quality, service, trust. A winner. I’ll buy two. It’ll work because it’d be really great if it did… but a small matter of implementation – actually the larger Moore’s Law intrudes,” Gassée writes. “The fantastic Apple Car is a fantasy.”
Read more in the full article here.
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