Apple analyst Ming-Chi Kuo has a good (if imperfect) track-record, but his latest note – in which he predicts that an Apple Car will go on sale sometime in the 2023 to 2025 timeframe – needs to be viewed in rather a different light to his usual ones.
Kuo has excellent supply chain contacts, giving him good insight into Apple’s short- and medium-term plans. Once a product is actually in production, the complexity of Apple’s supply chain means it’s hard to keep secrets.
But even before volume production begins, manufacturing lines need to be set up, molds need to be created, test-runs need to be carried out. So suppliers will be in a position to know a lot about Apple’s medium-term plans, and Kuo’s contacts can begin feeding him solid information …
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