Apple has changed its strategy to develop an electric vehicle and aims for a more basic EV with limited features designed to compete with currently available Tesla models.
The company had previously planned a fully autonomous vehicle but has now opted for a less ambitious design. The new plan for the car involves a Level 2+ system that offers limited autonomous features, such as lane centering and adaptive cruise control.
This is a significant change from the previous plan, which included Level 4 automation, allowing the car to be driven autonomously under specific circumstances, such as a local driverless taxi.
Originally aimed for a 2026 release with advanced self-driving capabilities, Apple has now adjusted its approach to focus on more basic driver-assistance features.
According to Bloomberg the latest adjustments have impacted the release timeline, pushing it to 2028 at the earliest, approximately two years later than previously projected.
Apple's car project, codenamed Titan and T172, has been a tumultuous journey since 2014. The project has faced leadership changes, strategic shifts, hiring freezes, layoffs, and delays.
Internally, this shift is considered a pivotal moment, where Apple must either deliver the product with reduced expectations or reconsider the project's existence altogether. The company has engaged in discussions with potential European manufacturing partners to implement the new strategy, with plans to release an upgraded system supporting Level 4 autonomy post the initial launch.
After prolonged discussions involving Apple's board, project head Kevin Lynch, and CEO Tim Cook, it was decided to reduce the scale of the project. The car project has been a significant investment for Apple, with hundreds of millions of dollars spent annually on research and development, including powertrains, self-driving hardware and software, and vehicle components.
If the project is yet again delayed, this projection is in line with a recent prediction from Ming-Chi Kuo in late September. According to the analyst, he had "lost all visibility" on the project and had doubts "that the Apple Car could go into mass production within the next few years."
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.
For a decade, the Apple Car project has always seemed three years away, yet inevitable at the same time, making it unclear whose predictions about the product are correct.
32 Comments
As a long time (since 1977) Apple enthusiast I just don't see Apple ever coming out with a "car". Tesla has already done everything that Apple had initially envisioned and they are in the lead (IMHO) to eventually get to Level 3, 4 and 5 autonomous driving.
The best Apple can hope for is to partner (note Apple doesn't do this well) with existing transportation companies to embed CarPlay (or some iteration of that) in the hopes of expanding the Apple ecosystem. This is even a stretch as this erodes the transportation company's marketing. But folks don't want to learn new systems and would prefer to stay within an Apple (or Google or ???) standardized platform.
My Porsche software is a mess and I would pay to have an Apple Car platform if it were available as an example.
I'm super excited about Apple's VisionPro as I see this as an exciting new platform which Apple can build out into many new markets and experiences. But for companies the size of Apple, these opportunities to scale are few and far between.
Still no answers on who is going to fab and assemble the car? Foxconn or bust?
And the value chain for EVs are going to be charging infrastructure and service infrastructure. The car itself is somewhere in 3rd or 4th on the priority list. And automated driving would be 5th or 6th at best. They bought into the self driving bubble in the 2015 time frame and wasted a lot of resources.
Whew. I need to save up after buying the Vision Pro.
Pleeeease offer a PHEV option! Even by 2028 charger anxiety will make road trips less fun. 90% of my driving is local so will burn gas less than 10% of the time overall. Someday, when a full charge takes 15 minutes we can say EV’s have truly replaced the convenience of ICEs.
I think Apple has lost its focus. They can't even build a modem, but sure, let's build a car! Siri is a mess, the Swift compiler has a lot of problems, all sorts of software is buggy, they still can't figure out what to do with the iPad, and now there is the Vision Pro which has no clear reason to exist.