Apple's car-making project failed, directly benefiting BYD Company Limited? It is rumored that they have been secretly collaborating for six years, developing long-range electric vehicle batteries.

According to the media, ten years ago, BYD Company Limited engineers showed Apple executives an early version of blade batteries, planting the seeds of cooperation, and the cooperative research and development laid the foundation for BYD's current vehicle battery technology; Apple does not own any technology currently used in blade batteries; Before cooperating with BYD, Apple had invested millions of dollars in battery pack design and engineering.

wallstreetcn19:19 ET

Apple's shipment volume reached a historical high for the same period, and the consumer electronics market continues to be promising.

① According to the Canalys Research Report, in the third quarter of 2024, global smartphone shipments increased 5% year-on-year, achieving growth for four consecutive quarters. With a market share of 18%, Apple is in second place. ② According to the Huaan Securities Research Report, all new iPhone products already have hardware capabilities to support Apple Intelligence, and it is expected that implementation will begin one after another.

cls.cnOct 14 20:14 ET

tesla Cybercab "crashes" xpeng Robotaxi industry insiders: Domestic car companies have advantages after FSD enters China.

① "The current operating cost of Cybercab is $1 per mile, which is expected to decrease to $0.2 per mile in the future. Musk stated that the total cost of Cybercab will be less than $0.03 million." ② Musk did not mention Cybercab's entry plan into China this time, but the industry has long considered it as one of the most powerful competitors in the future domestic Robotaxi market.

cls.cnOct 11 02:22 ET

Hurricane Milton poses a direct threat: electric cars become a source of fire risk.

Florida officials warn that electric cars flooded by floods carry the risk of causing fires, 'because once these batteries catch fire, they cannot be extinguished.' The state fire department confirmed that Hurricane Helene, which hit earlier, caused 48 lithium-ion battery fires, 11 of which were related to electric cars.

wallstreetcnOct 10 15:18 ET

Toyota's director general warns: Transitioning to pure electric vehicles will lead to a large number of Japanese people losing their jobs.

1. Akio Toyoda said that if electric vehicles simply become the only option, including for our suppliers, those people will lose their jobs; 2. Akio Toyoda pointed out that the market share of pure electric vehicles will reach a maximum of 30%, with the rest being occupied by hybrid vehicles, hydrogen fuel cell vehicles, and rbob gasoline vehicles.

cls.cnOct 10 07:27 ET

Under cost pressure, the battery technology is shifting towards lithium iron phosphate. Why is general motors silent on contemporary amperex technology?

①Once high-profilely promoted the Ultium (Alt Energy) platform battery solution, it is now being abandoned by General Motors, instead shifting its electric transformation path towards a variety of chemical systems, multi-party procurement, and various new strategies. ②General Motors is once again adjusting its battery strategy, undoubtedly to enhance its profitability and market competitiveness in electric vehicles, in response to intense industry competition.

cls.cnOct 10 03:13 ET