A second remark from Ming-Chi Kuo on Wednesday suggests that he has lost visibility on the Apple Car, and isn't clear when the vehicle might go into production.
The Apple Car saga has stretched for about a decade at this point. There's never been any doubt that Apple has been working on vehicle technology, but the state of it has waxed and waned throughout the years.
In a post on X on Wednesday, Kuo appears to have "lost all visibility" on the project.
"If Apple doesn't adopt an acquisition strategy to enter the automotive market, I doubt that the Apple Car can go into mass production within the next years," he adds.
This isn't the first time Kuo has poured water on an Apple Car. In March, Kuo said that the Apple Car team had been dissolved, and a 2025 launch was in danger.
The team behind what's reportedly known internally as "Project Titan" have reportedly been disbanded and/or reorganized before. In 2016, Apple placed a hiring freeze on the team following unspecified executives being unhappy with progress.
After Kuo's March prediction of a dissolved Apple Car team, Wedbush analyst Daniel Ives asserted that it was a matter of "when, not if" the product would arrive, and he expected it by 2026.
It's not clear whose predictions about the product are right. For the last decade, the Apple Car is a project that always seems to be three years away — yet inevitable at the same time.