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Bewarse Talk Discussion Board * Cine Talk - Reviews, Gossips, Insider Info etc. * Archive through January 28, 2021 * Electric Vehicles - [TSLA vs AAPL]- Deep Dive < Previous Next >

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Medical_miracle
Kurra Bewarse
Username: Medical_miracle

Post Number: 2150
Registered: 08-2020

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Posted on Monday, December 28, 2020 - 10:13 pm:    Edit Post Delete Post Print Post


Entrepreneur:

Marques Brownlee @https://www.youtube.com/watch?v=pJlA2J92Fw4




Tesla 500 mlles Model S and 630 miles range of Roadster next year.
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Entrepreneur
Kurra Bewarse
Username: Entrepreneur

Post Number: 2994
Registered: 05-2011

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Posted on Monday, December 28, 2020 - 9:42 pm:    Edit Post Delete Post Print Post

Marques Brownlee @https://www.youtube.com/watch?v=pJlA2J92Fw4
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Entrepreneur
Kurra Bewarse
Username: Entrepreneur

Post Number: 2991
Registered: 05-2011

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Posted on Monday, December 28, 2020 - 3:39 pm:    Edit Post Delete Post Print Post

Apple Car developments could kickstart big auto-tech partnerships in 2021

Dec. 26, 2020 10:22 AM

What will Apple's (NASDAQ:AAPL) car development program look like if the company moves forward with a dramatic move into the automobile industry?


"Initially, the most likely rollout would involve several hundred Apple Cars driving in US cities for a year or two before becoming more widely available. Apple could either sell cars directly to consumers or offer a subscription-like transportation service similar to Zoox or Tesla robotaxi. It's highly unlikely Apple will build cars, and more likely they outsource manufacturing to an OEM partner," predict Loup Ventures' Gene Munster and team.


As for manufacturing partners, Wedbush Securities pointed to Tesla (NASDAQ:TSLA), Volkswagen (OTCPK:VWAGY), Nio (NYSE:NIO) and XPeng (NYSE:XPEV) as potential strategic partners for Apple. If it looks to find an OEM partner, Apple could be competing with Baidu (NASDAQ:BIDU), Zoox (NASDAQ:AMZN) and Waymo (NASDAQ:GOOG) on the expectation that those companies and others will be hunting around for expanded auto partnerships.



A major investing theme in 2021 may be how tech-auto partnerships shake out for commercial and retail vehicles, and the implications for upstarts like Fisker (NYSE:FSR), Lordstown Motors (NASDAQ:RIDE), GreenPower Motors (NASDAQ:GP), Ayro (NASDAQ:AYRO), Workhorse Group (NASDAQ:WKHS) and others.



With Apple several years away from having a car on the roads, Seeking Alpha author D.M. Martins Research warns to be careful with irrational exuberance on the Apple Car, grounding its bullish Apple thesis instead on the 5G cycle and AAPL's expanded services portfolio. For investors, the most juicy Apple Car trades so far have been in Lidar names.
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Andhravodu
Kurra Bewarse
Username: Andhravodu

Post Number: 2709
Registered: 04-2017

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Posted on Sunday, December 27, 2020 - 5:04 pm:    Edit Post Delete Post Print Post

https://twitter.com/ParikPatelCFA/status/1342543690775080960

Just your Christmas reminder that Santa Claus is still more real than any of $NKLA's trucks

Happy holidays
Christmas tree
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Esperanza
Celebrity Bewarse
Username: Esperanza

Post Number: 28229
Registered: 08-2004

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Posted on Sunday, December 27, 2020 - 4:36 pm:    Edit Post Delete Post Print Post


Nalla_baalu:

Elon Musk gaadu naa fav scientist Tesla peru nilabeduthunnaadu annai




Alage Nikola ni kuda encourage seyyi ball ga...ayana poorthi peru Nikola tesla kada MOVIEART--bemmi.excited
space for lease
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Nayak
Yavvanam Kaatesina Bewarse
Username: Nayak

Post Number: 8261
Registered: 04-2009

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Posted on Sunday, December 27, 2020 - 12:33 pm:    Edit Post Delete Post Print Post


Nalla_baalu:

Elon Musk gaadu naa fav scientist Tesla peru nilabeduthunnaadu annai




Yep. Tesla is my favorite scientist too. Lot of people when thry think about Light they think about Edison but in reality Teslais the one who invented Alternate Current (AC) where as Edison invented DC
Warrior
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Nalla_baalu
Censor Bewarse
Username: Nalla_baalu

Post Number: 126704
Registered: 06-2011

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Posted on Friday, December 25, 2020 - 6:46 pm:    Edit Post Delete Post Print Post


Andhravodu:


Elon Musk gaadu naa fav scientist Tesla peru nilabeduthunnaadu annai MOVIEART--chalayyachalu
Aug 11th 2011 weight -- 84 kg; Aug 11th 2012 weight -- 88 kg; Aug 11th 2013 weight -- 80 kg; July 2015 -- 90 kilos (5'10")
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Andhravodu
Kurra Bewarse
Username: Andhravodu

Post Number: 2708
Registered: 04-2017

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Posted on Friday, December 25, 2020 - 3:24 pm:    Edit Post Delete Post Print Post


Medical_miracle:


T phone is a disruptor ante tappa Muskodu muttukodu. It has to have some spectacular features annattu undali, appude start chestadu

Maybe speech processing and commands untayi emo. Like it can drive your tesla by talking into the phone. Aa thought ye beautiful ga undi
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Medical_miracle
Kurra Bewarse
Username: Medical_miracle

Post Number: 2139
Registered: 08-2020

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Posted on Friday, December 25, 2020 - 1:29 pm:    Edit Post Delete Post Print Post


Andhravodu:

apple don't have the technical know how, nor the engineers, there's a reason why Tesla is Tesla




i strongly believe it is time for elon musk to develop T-Phone and release with own OS just to piss off Apple as a counter. I mean tesla already developed own OS for FSD. So i don't think it will take much effort to bring T-Phone CLIPART--biggrin
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Esperanza
Celebrity Bewarse
Username: Esperanza

Post Number: 28228
Registered: 08-2004

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Posted on Friday, December 25, 2020 - 1:21 pm:    Edit Post Delete Post Print Post


Gudivada04:

unless there is a partnership with one of the majors like Toyota




VW to undochu antunnaru
space for lease
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Andhravodu
Kurra Bewarse
Username: Andhravodu

Post Number: 2702
Registered: 04-2017

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Posted on Thursday, December 24, 2020 - 10:28 am:    Edit Post Delete Post Print Post


Medical_miracle:


apple don't have the technical know how, nor the engineers, there's a reason why Tesla is Tesla
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Medical_miracle
Kurra Bewarse
Username: Medical_miracle

Post Number: 2134
Registered: 08-2020

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Posted on Thursday, December 24, 2020 - 10:15 am:    Edit Post Delete Post Print Post

Goldman Sachs Analyst today gave detailed projection on apple icar. he did not like it. bottom line - "“We believe that a car makes sense for Apple as a hardware platform supporting its services but the lower profitability of the auto business likely means that investors would see limited earnings impact from such a move,” Hall says."
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Gudivada04
Bewarse Legend
Username: Gudivada04

Post Number: 45038
Registered: 09-2004

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Posted on Tuesday, December 22, 2020 - 9:56 pm:    Edit Post Delete Post Print Post


Spy:


high margin existing business ni distract chesukuni low margin car business doubt ye..unless there is a partnership with one of the majors like Toyota
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Spy
Kurra Bewarse
Username: Spy

Post Number: 1028
Registered: 07-2018

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Posted on Tuesday, December 22, 2020 - 9:41 pm:    Edit Post Delete Post Print Post

AAPL will scrap this project asusual
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Entrepreneur
Kurra Bewarse
Username: Entrepreneur

Post Number: 2937
Registered: 05-2011

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Posted on Tuesday, December 22, 2020 - 5:53 pm:    Edit Post Delete Post Print Post

Apple Analysts Pros/cons:

1. Evercore analyst Amit Daryanani also doubts Apple would enter the low-margin, capital-intensive car business. But he suggested that if the company had successfully invented a breakthrough in battery or self-driving technology, it could make the project worthwhile.

2. Morgan Stanley analysts said that companies like Apple want to break into the automotive industry not just for the money that can be made selling cars and parts, but also because people riding in automobiles are a captive audience whose time could be monetized. The team led by Adam Jonas and Katy Huberty cited an estimate that there are over 600 billion hours of time spent in cars per year.

Morgan Stanley analysts suggested that Apple could sell some kind of transportation subscription, not by competing with traditional automotive companies that sell cars.

“It’s not that we believe Apple wants to get into the auto industry as conceived by today’s auto companies,” the Morgan Stanley analysts wrote. Instead, they think that Apple may be aiming to build a better car experience using its design and software chops, and could monetize it through its current matrix of subscription and services products.

3. Baird analyst William Power wrote in a Tuesday note that cars are a multi-trillion dollar market, a “massive long-term global opportunity,” and cited the firm’s forecast that Tesla’s revenue could grow 40% this year to $42.2 billion, suggesting a possible outcome for an Apple-branded car. (Apple reported revenue of $274.51 billion in its fiscal 2020, with gross margins around 38%.)

4. Longtime Apple analyst and Loup Ventures founder Gene Munster wrote on Monday that Apple’s car business has two possible paths: Building an Apple-branded car, or building licensable software for other automakers, but he notes that that option would allow vehicle look-and-feel to be in the hands of other companies.

“This is Apple’s wheelhouse: find a big market that a competitor has already made progress in, enter the market a few years later, and revolutionize it,” Munster wrote.
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Entrepreneur
Kurra Bewarse
Username: Entrepreneur

Post Number: 2936
Registered: 05-2011

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Posted on Tuesday, December 22, 2020 - 4:55 pm:    Edit Post Delete Post Print Post

Elon Musk Tweet - looks like another Netflix Incident

During the darkest days of the Model 3 program, I reached out to Tim Cook to discuss the possibility of Apple acquiring Tesla (for 1/10 of our current value). He refused to take the meeting.
3:46 PM · Dec 22, 2020·Twitter for iPhone
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Entrepreneur
Kurra Bewarse
Username: Entrepreneur

Post Number: 2931
Registered: 05-2011

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Posted on Tuesday, December 22, 2020 - 3:42 pm:    Edit Post Delete Post Print Post

https://www.energy.gov/articles/department-energy-releases-energy-storage-grand- challenge-roadmap

December 21, 2020

Identified cost and performance targets, which include:

a.) $0.05/kWh levelized cost of storage for long-duration stationary applications, a 90 percent reduction from 2020 baseline costs by 2030. Achieving this levelized cost target would facilitate commercial viability for storage across a wide range of uses including: meeting load during periods of peak demand, grid preparation for fast charging of electric vehicles, and applications to ensure reliability of critical services.
Other emerging applications for stationary storage include serving remote communities, increasing facility flexibility, increasing the resilience of interdependent networks, and facilitating the transformation of the power system.


b.) $80/kWh manufactured cost for a battery pack by 2030 for a 300-mile range electric vehicle, a 44 percent reduction from the current cost of $143 per rated kWh. Achieving this cost target would lead to cost competitive electric vehicles and could benefit the production, performance, and safety of batteries for stationary applications
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Kodibochu
Kurra Bewarse
Username: Kodibochu

Post Number: 4057
Registered: 04-2019

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Posted on Tuesday, December 22, 2020 - 2:39 pm:    Edit Post Delete Post Print Post

CLIPART--band2

Good job. Will follow them..
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Entrepreneur
Kurra Bewarse
Username: Entrepreneur

Post Number: 2928
Registered: 05-2011

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Posted on Tuesday, December 22, 2020 - 2:14 pm:    Edit Post Delete Post Print Post

Project Titan Patents

-Apple Wins a Second 'Project Titan' Patent Today covering an advanced LiDAR-Centric 3D Object Detection System

- Apple Wins a 'Project Titan' Patent relating to an advanced Hazard Detection Sensor system for Vehicles

- Apple Wins a Patent for an advanced Head-up-Display that could project Holographic Imagery across the Windshield & Side Windows

- Apple Reveals more on a next-gen Display Technology that could be applied to varying surfaces such as a car seat, Walls & beyond

- Apple Wins 73 Patents today covering an advanced HMD Lens System with 3D LiDAR Sensors Plus a Series of Project Titan Patents

- Apple has won a Vehicle Window System Patent that allows occupants to customize Tinting and Privacy Levels for Maximum Comfort

- Apple Reveals Adding the Kalman Filter to advance 'Maps' accuracy for iDevices & especially moving vehicles with CarPlay

- Apple Invents a LiDAR device designed to sit behind a Vehicle's Windshield providing Realtime 3D Mapping to Autonomous Vehicles

-Apple Wins a Project Titan Patent for Next-Gen Windows with Heatable Infrared-Transparent Areas for Defrosting +

-Apple Wins a Next-Gen Suspension System Patent that is designed to provide Vehicles with a Smoother Ride

-Apple Wins a new Autonomous Vehicle Patent covering the emerging Vehicle-to-vehicle Communications standard

-Apple Reveals an Optical Wireless Communication System that Addresses the needs for a World of Autonomous Vehicles

- Apple Wins a new Series of Project Titan Patents covering key Projector and Automated Steering Systems and more

-Apple Invents an AR Windshield that could take FaceTime Calls as well as translate road signs to different languages

-Apple's Project Titan Team invents a Protection Modules System that could one day save lives in a Flash Flood Scenario

-Apple's Third Patent Surfaces Relating to a Future Mixed Reality Windshield for Turn-by-Turn Directions and more

-Apple Won 64 Patents Today covering 4 Project Titan Patents that include a Vehicle Charging System, a Braking System and more
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Entrepreneur
Kurra Bewarse
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Post Number: 2927
Registered: 05-2011

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Posted on Tuesday, December 22, 2020 - 2:05 pm:    Edit Post Delete Post Print Post

https://www.theverge.com/2020/12/21/22194032/apple-car-self-driving-battery-tech
DEC 21, 2020 - Apple wants to build its first car in 2024, Reuters says - The car project appears to be back on

WSJ Article @2015
FEB 13- 2015 - Apple Gears Up to Challenge Tesla in Electric Cars
IPhone Maker Has 100s Working on Design of a Minivan Like Vehicle
https://www.wsj.com/articles/apples-titan-car-project-to-challenge-tesla-1423868 072

OCT 17, 2017 - Apple's self-driving car ambitions shrink to just software, says Bloomberg
https://www.theverge.com/2016/10/17/13303710/apple-car-project-titan-self-drivin g-focus

JAN 24,2019 - Apple shrinks autonomous vehicle team by 200 employees
https://www.theverge.com/2019/1/24/18195598/apple-project-titan-200-employees-di smissed



Apple's Project Titan's Patents
https://www.patentlyapple.com/patently-apple/autonomous-vehicle-technology/
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Entrepreneur
Kurra Bewarse
Username: Entrepreneur

Post Number: 2926
Registered: 05-2011

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Posted on Tuesday, December 22, 2020 - 1:57 pm:    Edit Post Delete Post Print Post


Medical_miracle:

can you find any patents that apple applied in EV Car area?




Not yet but it is on my to-do list..
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Medical_miracle
Kurra Bewarse
Username: Medical_miracle

Post Number: 2122
Registered: 08-2020

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Posted on Tuesday, December 22, 2020 - 1:56 pm:    Edit Post Delete Post Print Post

can you find any patents that apple applied in EV Car area?
Previous ID ' Lolakulu'
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Entrepreneur
Kurra Bewarse
Username: Entrepreneur

Post Number: 2925
Registered: 05-2011

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Posted on Tuesday, December 22, 2020 - 1:52 pm:    Edit Post Delete Post Print Post

How Apple thinks and What is Apple's mindset in entering new products?

https://knowledge.insead.edu/blog/insead-blog/innovation-success-how-the-apple-i pod-broke-all-sonys-walkman-rules-2791
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Entrepreneur
Kurra Bewarse
Username: Entrepreneur

Post Number: 2924
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Posted on Tuesday, December 22, 2020 - 1:49 pm:    Edit Post Delete Post Print Post

Who makes the Airpod Batteries?

Varta

It's a German battery producer.

World Leader in Micro batteries already with significant tech behind it.

They are already producing the batteries for Apples AirPods.

They recently announced to up production and build a newer bigger factory.

Growth is expected to be around 30-35% the next years.

CEO announced it will pay a small dividend starting next year.

Biggest customers are:
Sony, Samsung, Bose and of course Apple.

https://macdailynews.com/2019/10/30/apples-airpods-pro-are-powered-by-lithium-io n-micro-batteries-made-by-german-manufacturer-varta/

https://www.forbes.com/sites/iainmartin/2020/04/09/how-a-tiny-battery-thanks-app le-built-a-new-19-billion-fortune/?sh=4333c5203d72

https://www.bloomberg.com/news/articles/2019-10-28/germany-s-hottest-stock-is-th is-maker-of-tiny-earbud-batteries

https://www.bloomberg.com/news/articles/2020-01-22/once-hot-varta-s-biggest-bull -turns-bearish-after-share-slide

Need to do more DD!!
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Entrepreneur
Kurra Bewarse
Username: Entrepreneur

Post Number: 2923
Registered: 05-2011

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Posted on Tuesday, December 22, 2020 - 1:48 pm:    Edit Post Delete Post Print Post

coming soon!

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