And now what if Apple comes in and it doesn't anymore? Tesla appears to have 30% or so margins on cars [1]. Why couldn't Apple make that higher, or increase margin by bundling different types of subscriptions or integrations with other Apple products?
Enjoyed the article though.
[1] https://www.teslarati.com/tesla-gross-margin-wiggle-room-ev-...
That said I still dont think Apple should make a car. But it seems all is too late.
Those low margins reflect commoditisation of large majority of cars. In the era when cars are computers on wheels it should be easier to avoid this.
In particular Apple can distinguish itself from others through high degree of integration with other Apple products.
EVs are much cheaper and simpler to manufacture and last basically forever.
That's not what I heard about their batteries, which need replacing way more often than a regular ICE setup (i.e. every small-single-digit years vs every 15 years or so).
Also, it's true that electric engines see less stress, but a lot of the rest of the car is still a car.
https://electrek.co/2021/08/12/tesla-claims-battery-packs-lo...