[EV 트렌드] Tesla’s biggest competitor is a startup platform company, not a legacy car

The news of Apple’s self-driving pure electric vehicle was announced, and on the 22nd local time in the New York Stock Market, Apple’s stock price soared 2.85% from the previous trading day to close at $131.88. On the same day, Tesla shares closed at $640.34, down 1.46% from the previous day following a 6.5% decline on Monday.

According to foreign media such as Cascoops on the 23rd, Reuters reported on Monday that Apple, which started to develop self-driving cars through the’Titan’ project since 2014, is still operating the development of pure electric vehicles with the aim of launching them in 2024. Initially, through the Titan Project, Apple began developing autonomous vehicles against Google’s Waymo, but in 2018, about 190 workers from the organization were suddenly fired and rumors of the project suspension have been raised.

Then, earlier this month, a Taiwanese IT media reported that Apple plans to jointly develop an artificial intelligence chip for self-driving cars with TSMC, Taiwan’s largest semiconductor consignment manufacturer, and announced Apple’s first self-driving pure electric vehicle as early as September next year. He said that he would be able to contact him.

Industry investment analysts and experts noted that Tesla’s share price fell as the news of Apple’s self-driving electric vehicle development was delivered, while Apple’s share price surged. Over the past two days, Apple’s share price has risen higher than the value of the three traditional legacy automakers, Detroit, combined. In addition, Tesla’s share price also declined further following an adjustment following the inclusion of the S&P 500 on Monday.

Amit Daria, an investment analyst at Evercore, an investment bank in the United States, said, “If Apple has innovated in terms of battery cost, which is one of the major obstacles to the production of electric vehicles, it will be able to generate new momentum.” Will be recognized as a far stronger competitor than existing legacy automakers.”

In addition, Reuters reported in a previous report that Apple plans to receive lidar sensors necessary for the production of autonomous vehicles through external partners. Shares of Velodyne Lidar and Luminar Teclology, which are suppliers of lidar sensors for vehicles in the U.S. % And 8% soared.

Kascoops cited industry sources, along with the news of Apple’s development of self-driving electric vehicles, and the stock price of related partners, and the final issue is that Apple is likely to try to produce electric vehicles through consignment production through the iPhone manufacturing case. He said he should pay attention.

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