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It's interesting that everyone assumes Apple's supply chain is superior to all of the auto companies. When looking at a Cost of Goods Sold basis, all of the bi
by mikeyouse 11y ago
It's interesting that everyone assumes Apple's supply chain is superior to all of the auto companies. When looking at a Cost of Goods Sold basis, all of the big auto companies spend far more money on their products than Apple does (GM's COGS is several tens of billions higher than Apple's) -- and their margins are much smaller, so managing their suppliers and logistics matters much more to the auto companies' bottom line.
A single car has ~30,000 parts.. an iPhone has, what, a few hundred?
Why is it a given that Apple is going to be successful at doing something that they've shown no skill in actually doing?
- alaskamiller 11y agoYou assume that a car will always have 30k parts and that Apple doesn't know how to manage more 1k parts. Remove the combustion engine and its related systems, don't get beholden to legacy, and how many parts will a battery operated car really have? To an ambitious team backed with plenty of money and expertise this is their dream come true.