Ming-Chi Kuo: Apple Car has ‘lost all visibility’

Apple’s work developing the Apple Car has “lost all visibility at the moment,” according to TF International Securities analyst Ming-Chi Kuo.

vehicle under wraps

Ming-Chi Kuo via X:

The development of the Apple Car seems to have lost all visibility at the moment. If Apple doesn’t adopt an acquisition strategy to enter the automotive market, I doubt that the Apple Car can go into mass production within the next years.

MacDailyNews Take: Forget flying cars, Apple’s is going to be invisible*!

*In a choice of five stunning colors**, with a sixth “coming this spring.”

**That only you can see, just like the colors of iPhones that are plopped into cases straight out of the box, never to get out.

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  1. What does he mean “… has lost all visibility…”?

    Is he saying Apple has mothballed it, putting Kevin Lynch out to pasture?

    Or does he mean the team is working very hard and it’s in total lockdown position so zero leaks get out?…

    What on earth does this mean and why six years? THAT makes zero sense. Apple could launch manufacturing with Foxcon Comoros, or w/Sterling and have a vehicle out in 12 months… if they are ready to launch.

    My guess is this hit never-ending options and ideas, and there was no clear target to achieve. Until that is set w/a date it’ll be forever in development, behind the market and never arrive…

    Apple likely started targeting a sedan, but that was not visionary or where the market was headed…. They needed to look at the “where the puck is going to be” approach and have developed an SUV chassis for 2 and 3 row vehicles…

    What Apple should be doing now?

    They can out-Tesla Tesla. Apple has massive resources to leapfrog into hydrogen fueled vehicles, building out its own fueling infrastructure, partnering with a Costco for starters (once the pitch is made that you can move a massive amount of vehicles through fueling just like you can today with ICE powered cars), they would be quickly green lit w/Apple investment.

    Hydrogen is 5-10 years in the making. Klaas eight trucking is coming faster than most think and truckstops will be deploying hydrogen stations all across the country for long-haul trucking. It’ll be Apple to fill the gap.

    EV will have their place in the be niche luxury, and they will not ever be well suited for long-haul capabilities like hydrogen vehicles for a Long, Long, time.

    Tesla won’t move from its billions in EV charging infrastructure, not for decades.

    Apple can leapfrog the market with affordable. Hydrogen vehicles, that produce water, and are really EVs making electricity on the fly (locomotives are also electric motor engines if you didn’t know…).

    1. While everyone’s waiting for the hydrogen and electric infrastructure to develop, Toyota’s Prius Prime with solar panel option will more than fill the demand for long haul, no worries about fueling whether by plug or by gas, driving.. (or if you wait long enough, a supplemental charge for a few miles via the solar panel)

  2. AppleCar may be the stupidest idea Tim Cook ever endorsed. An electric coal powered car with no steering wheel and no gas pedal for a country that is primarily rural and suburban. The EV industry is in a slow collapse right now with only one manufacturer actually making money, and that company is now having a hard time moving cars. Government subsidies prop up the sales, but the price for the EVs is roughly double a normal ICE car. People are understanding now that EV car are actually powered by coal and natural gas, which powers the electric grid, and the lithium and other rare earth minerals required in their manufacture require excavation of hundreds of tons of earth for each EV and children in third world have to trudge around in toxic mud to get the minerals out. It is the opposite of a good idea.

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