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Fuel for Thought: The Tim Cook Doctrine Applied to Automotive

5/24/2016

 
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9To5Mac reports the following:

Tim Cook rules out Apple becoming a mobile carrier, saying it lacks the expertise

So Apple surveyed the lay of the land in the world of mobile carriers (MVNO) and decided it wasn’t for them.

This further cements my view that Apple is either not working on a full-fledged car, or if they are, that they will ultimately decide to stop developing one. Tim stated that Apple doesn't want to go somewhere that it lacks expertise. There are so many area's in building a full car in which Apple lacks expertise that any partnership in which they entered into would become more of their partners car and not Apple's. If their partner develops 90% of the car could Apple even call it the "Apple Car"? Would any potential partner ever agree to that? 

The other similarity between MVNO carriers and automotive manufacturing is that various regions have their unique rules. It’s why American’s often don’t get cars offered for sale in Europe and vice versa. Tim said that Apple likes to pursue opportunities that they can do globally. If Apple were to supply auto companies with strategic components that would be global. Creating right-hand vs left-hand drive cars and dealing with crash standards in Europe versus California? Not really. 

Even if they don’t ship a complete car Apple IS well-suited at becoming an automotive supplier of certain components. Coincidentally, today 9to5Mac also reported this story showing that Apple is working on something automotive related. 

Apple granted patent for iPhone-based car key, including limited/temporary keys

Very interesting. 
 
 

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    Robert Perez

    Manufacturing and distribution analysis since 1993.

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