Analyst Discusses Apple Car's Key to Success, Says Steve Jobs Would Be Proud of Tim Cook's Legacy

In the latest episode of the Apollo Effect podcast series, Morgan Stanley analyst Katy Huberty discussed the potential for a so-called "Apple Car" to disrupt the auto industry through vertical integration of hardware, software, and services. Huberty also praised Apple CEO Tim Cook, noting that the late Steve Jobs would have been proud.

tim cook apple car

A fan-made image of Tim Cook announcing an Apple Car via YouTube/qfulm

Apple Car's Vertical Integration

While some reports over the years have indicated that Apple's automotive ambitions might be limited to software and services, Huberty said Apple is most successful when there is vertical integration, as evidenced by the iPhone. Huberty said Apple would want a hand in the design of the vehicle, in how the software communicates with the hardware, and in choosing the right components and technologies to use.

"When you think about what will differentiate the car of the future, it's certainly being creative around new supply chains," said Huberty. "It's about vertical integration of different components, hardware design, software, and ultimately, the services that can be delivered in that automobile. It's about consumer trust and credibility, and certainly brand when it comes to a consumer product. And all of those categories are ones where Apple is a leader."

Huberty said once Apple manages to "get the car right," the company can then introduce services on top. While she did not provide any examples, one could imagine an "Apple Car" having everything from full Apple Music integration like in the Porsche Taycan to built-in displays for rear passengers to watch Apple TV+ shows or play Apple Arcade games.

In a December 2020 research note, Apple analyst Ming-Chi Kuo said an "Apple Car" is unlikely to hit the market until 2025–2027 at the earliest.

Tim Cook's Legacy

Last week marked the 10th anniversary of Cook being named Apple's CEO after Steve Jobs stepped down from the post due to declining health. Huberty reflected on Cook's era in the podcast interview, noting that Jobs would be proud.

"I really think that Tim Cook has done a pretty phenomenal job allowing for Steve's legacy to carry on, protecting that legacy while building his own very separate legacy," said Huberty. "Steve was very much about design and innovation and getting in the weeds in those two areas. Tim has allowed the culture of the company to continue on that front, but at the same time, he's layered in some of the softer aspects that are harder to measure," she added, noting that Cook has successfully scaled operations while placing a greater focus on areas like employee benefits, charitable giving, and environmental responsibility.

"I think if Steve was looking down, he would be very proud of the way that Tim has built his own legacy while protecting the culture and the differentiation around design and innovation that Steve started," she concluded.

Related Roundup: Apple Car

Top Rated Comments

currocj Avatar
11 months ago
Tim Cook’s success: solder everything!
Score: 17 Votes (Like | Disagree)
sw1tcher Avatar
11 months ago

Morgan Stanley analyst Katy Huberty discussed the potential for a so-called "Apple Car" to disrupt the auto industry through vertical integration of hardware, software, and services.

While some reports over the years have indicated that Apple's automotive ambitions might be limited to software and services, Huberty said Apple is most successful when there is vertical integration, as evidenced by the iPhone. Huberty said Apple would want a hand in the design of the vehicle, in how the software communicates with the hardware, and in choosing the right components and technologies to use.
If an Apple Car is anything like their other products, Apple disrupting the auto industry wouldn't be a good thing.

We'd get a car:

- with special proprietary pentalobe screws and bolts
- with non-user friendly replaceable parts and where the parts could only be purchased through Apple. Third party and CAPA certified parts? Pfft! Yeah, right
- that can only be serviced at and by Apple or by an authorized Apple repair/service center. This would even include something as simple as replacing a tire (pentalobe wheel locks) or refilling a tire with air because you'd need a proprietary adapter for the valve stem and a special Apple device to reset the TPMS
Score: 13 Votes (Like | Disagree)
Johnny907 Avatar
11 months ago
lol the F he would. The butterfly keyboard debacle alone would have had Steve rolling in his grave. People forget the man was a perfectionist. Look at the Gen 2 iPod with capacitive touch controls. It was a good idea but it just didn't work in real world use so Steve tossed it immediately and released the much loved Gen 3 with Clickwheel, a design that became the hallmark for every iPod released afterward other than the Touch or Shuffle. Steve lived the mantra "Do it right or do something else," something that Human Dialtone Cook has struggled with since Day One.
And no, the "that was Ive's fault" argument doesn't work either as Steve was able to keep Ive under control, making sure all his grand ideas worked in the real world and didn't just look pretty, something Cook was never able to do because he never understood Ive and has zero artistic imagination himself.
As for the capital gains Apple has made under Cook, Steve never cared about such things. He was more interested in making the best products around. He was fine being the underdog in overall sales so long as everyone agreed what he made was the best on the market.
Sorry but this analyst clearly didn't understand Steve Jobs at all and is talking squarely out of his rear with this nonsense.
Score: 11 Votes (Like | Disagree)
Wildkraut Avatar
11 months ago
Steve would have smashed Tims head into the lavatory like “The Punisher”.
POW wall right -> BAM lavatory left.
s02e01 / bathroom fight
Score: 8 Votes (Like | Disagree)
Larsvonhier Avatar
11 months ago
Tim´s done great.
Until the CSAM stupidity, either way: Forced upon Apple or internally bred.
Score: 8 Votes (Like | Disagree)
TrapDoorSpider Avatar
11 months ago

Okay. So how would these exclusive industry sources and supply chain leakers know whether Steve Jobs would or wouldn't be proud of Tim Cook? Did they contact Steve Jobs and ask him?
No, but I just did. Steve Jobs is very proud of Tim Cook.



Attachment Image
Score: 6 Votes (Like | Disagree)

Related Stories

tim cook fastco

Today Marks 10 Years Since Tim Cook Became Apple's CEO

Tuesday August 24, 2021 6:24 am PDT by
On this day ten years ago, Steve Jobs resigned as CEO of the company he built and officially named Tim Cook as Apple's new head. Two months later, Steve Jobs passed away and the future of Apple lay solely on the shoulders of Tim Cook. Tim Cook took over Apple at a turbulent time when Jobs was battling pancreatic cancer and the company's future seemed uncertain. Questions were widespread...
vanarama apple car concept

Apple Suppliers Envisioning Long-Term Apple Car Supply Chain

Thursday March 3, 2022 4:43 am PST by
Apple suppliers are positioning to manufacture and assemble the company's long-rumored electric vehicle (EV), according to a report from DigiTimes. Apple Car concept render by Vanarama based on patents filed by Apple The report claims that Foxconn, the colossal manufacturer behind most iPhone models, and Luxshare Precision, the assembler behind Apple devices such as AirPods, are angling to...
iOS App Store General Feature JoeBlue

Ukraine Asks Apple to Stop Product Sales and Block App Store Access in Russia

Friday February 25, 2022 3:19 pm PST by
Ukrainian vice prime minister Mykhailo Fedorov today wrote a letter to Apple CEO Tim Cook calling on Apple to stop device sales and block App Store access in Russia. In the letter, Fedorov says that he is asking for Apple's support to stop supplying Apple services and products to users in Russia amid the Russian invasion of Ukraine.I appeal to you and I am sure you will not only hear, but...
maxresdefault

Apple Makes 'Celebrating Steve' Tribute Video Available on YouTube

Wednesday October 6, 2021 7:14 pm PDT by
To commemorate the 10th anniversary of Steve Jobs passing away on Tuesday, Apple shared a short film called "Celebrating Steve" on its website, and Apple has now made the video available on YouTube for those who may have missed it. Apple describes the short film as a tribute to Steve Jobs and a celebration of his life and his extraordinary vision. The video includes many photos and short...
Steve Jobs garage

Today Marks Steve Jobs' 67th Birthday as MacRumors Turns 22

Thursday February 24, 2022 4:46 am PST by
Born on February 24, 1955, if Steve Jobs were alive today, he would celebrate his 67th birthday. Jobs, the co-founder and former CEO of Apple, tragically died in 2011 after his battle with pancreatic cancer. He was just 56. Apple under Jobs unarguably changed the world, from the launch of the very first Apple computer in 1976 to the launch of the iPod, iPhone, and iPad. Jobs founded and ran...
dr

Apple Commemorates Dr. Martin Luther King, Jr. With Full-Page Website Tribute

Monday January 17, 2022 1:44 am PST by
Today marks Dr. Martin Luther King, Jr. day, a federal holiday in the United States that pays respect to and honors the civil rights movement leader. As it's done in the past, Apple is commemorating the day with a full-page tribute on its website. On its home page, Apple remembers the civil rights leader with a photo of King and one of his quotes: "I believe that we can transform dark...
vanarama apple car concept

Report: Apple Developing Apple Car Autopilot Function With South Korean Partner

Tuesday February 22, 2022 3:59 am PST by
Apple has developed the chip modules and packages for the autopilot functions of its rumored Apple Car with the help of an outsourced semiconductor assembly and test (OSAT) company based in South Korea, claims a new report today. Apple Car concept by Vanarama based on patents filed by Apple OSAT is a service that suppliers often provide to partners that involves semiconductor assembly,...
Apple Logo Cash Feature Blue

Shareholders Advisory Group Doesn't Want Tim Cook to Get $99 Million Pay Package

Wednesday February 16, 2022 10:49 am PST by
Apple shareholders are being urged to vote against a planned $99 million compensation package for Apple CEO Tim Cook, reports Financial Times. Shareholder advisory group Institutional Shareholder Services (ISS) said on Wednesday that there is a "significant concern" with the stock Cook was awarded in 2021. Cook last year was awarded stock valued at $82 million, along with a $3 million salary ...

Popular Stories

macbook air m2

Exclusive: Apple Plans to Launch MacBook Air With M2 Chip on July 15

Wednesday June 29, 2022 5:23 pm PDT by
The redesigned MacBook Air with the all-new M2 Apple silicon chip will be available for customers starting Friday, July 15, MacRumors has learned from a retail source. The new MacBook Air was announced and previewed during WWDC earlier this month, with Apple stating availability will begin in July. The MacBook Air features a redesigned body that is thinner and lighter than the previous...
Mac Studio IO

Apple Begins Selling Refurbished Mac Studio Models

Thursday June 30, 2022 7:42 pm PDT by
Apple today began selling refurbished Mac Studio models for the first time in the United States, Canada, and select European countries, such as Belgium, Germany, Ireland, Spain, Switzerland, the Netherlands, and the United Kingdom. In the United States, two refurbished Mac Studio configurations are currently available, including one with the M1 Max chip (10-core CPU and 24-core GPU) for...
top stories 2jul2022

Top Stories: M2 MacBook Air Release Date, New HomePod Rumor, and More

Saturday July 2, 2022 6:00 am PDT by
The M2 MacBook Pro has started making its way into customers' hands and we're learning more about how it performs in a variety of situations, but all eyes are really on the upcoming M2 MacBook Air which has seen a complete redesign and should be arriving in a couple of weeks. Other top stories this week included a host of product rumors including additional M2 and even M3 Macs, an updated...
original iphone 2007

15 Years Ago Today, the iPhone Went On Sale

Wednesday June 29, 2022 4:43 am PDT by
Fifteen years ago to this day, the iPhone, the revolutionary device presented to the world by the late Steve Jobs, officially went on sale. The first iPhone was announced by Steve Jobs on January 9, 2007, and went on sale on June 29, 2007. "An iPod, a phone, an internet mobile communicator... these are not three separate devices," Jobs famously said. "Today, Apple is going to reinvent the...
rootbug

Major macOS High Sierra Bug Allows Full Admin Access Without Password - How to Fix [Updated]

Tuesday November 28, 2017 12:33 pm PST by
There appears to be a serious bug in macOS High Sierra that enables the root superuser on a Mac with a blank password and no security check. The bug, discovered by developer Lemi Ergin, lets anyone log into an admin account using the username "root" with no password. This works when attempting to access an administrator's account on an unlocked Mac, and it also provides access at the login...