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This is a fascinating perspective, but I can't help but wonder if it cuts both ways: In the same way that current auto makers may underestimate their dependence
by mortenjorck 11y ago
This is a fascinating perspective, but I can't help but wonder if it cuts both ways: In the same way that current auto makers may underestimate their dependence on commodity chips in EVs and autonomous cars, the author may be underestimating Apple's potential dependence on commodity mechanical systems.
Of course, there's no reason Apple couldn't suddenly pick up one of Delphi's smaller competitors next week.
- stevedc3 11y agoAuthor of the piece here. Thanks for the perspective. Note it's interesting that Tesla was able to start out (with a fraction of Apple's resources) by building their first car on the Lotus platform. The mechanical stuff is interestingly not expensive compared to technology R&D at all. Which makes sense when you think about modern manufacturing and materials.
- jasode 11y ago>Tesla was able to start out [...] by building their first car on the Lotus platform. Well, Tesla Roadster used the Lotus body (shape) but not the engine and drivetrain.
- Mikeb85 11y agoLotus didn't make the engine for the Elise. The 'platform' is the chassis/suspension.
- sn0v 11y agoInteresting read, thanks for the write up. Only time will tell how this plays out.
- _pmf_ 11y ago> Of course, there's no reason Apple couldn't suddenly pick up one of Delphi's smaller competitors next week. With the fallout from VW's shenanigans and its expected effect on Tier 1s in Germany, there should be plenty of suppliers to buy out.