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
8 weeks ago
Tim Cook’s success: solder everything!
Score: 17 Votes (Like | Disagree)
sw1tcher Avatar
8 weeks 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
8 weeks 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
8 weeks 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
8 weeks ago
Tim´s done great.
Until the CSAM stupidity, either way: Forced upon Apple or internally bred.
Score: 8 Votes (Like | Disagree)
TrapDoorSpider Avatar
8 weeks 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 steve jobs side by side

Apple CEO Tim Cook Reflects on Steve Jobs in Heartfelt Memo to Employees

Tuesday October 5, 2021 10:50 am PDT by
Apple CEO Tim Cook today reflected on Steve Jobs in a touching memo to employees that was obtained by Bloomberg's Mark Gurman. Jobs passed away 10 years ago today at the age of 56 following a lengthy battle with pancreatic cancer. In the memo, Cook said that Jobs was a husband, a father, a friend, and a visionary who left an extraordinary legacy behind, adding that not a day goes by that he ...
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...
timcooktulane

Apple CEO Tim Cook Makes TIME's List of 100 Most Influential People of 2021

Wednesday September 15, 2021 10:20 am PDT by
Apple CEO Tim Cook is one of the 100 Most Influential People of 2021 according to TIME's newly published rankings. TIME shares an annual list highlighting world leaders, celebrities, tech company executives, authors, musicians, athletes, and more, and this is not the first time Cook has been celebrated. This year's list is broken up into categories that include Icons, Pioneers, Titans,...
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...
isaacson musk

Steve Jobs' Biographer Walter Isaacson Is Writing a Book About Elon Musk

Thursday August 5, 2021 3:56 am PDT by
Walter Isaacson, the biographer of Steve Jobs, is penning a book about entrepreneur and business magnate Elon Musk, according to Musk. "If you're curious about Tesla, SpaceX & my general goings on, @WalterIsaacson is writing a biography," tweeted Musk on Thursday. In subsequent tweets, Musk revealed that Isaacson had been shadowing him "for several days so far," and said he thought all...
steve jobs 10 years

Apple Commemorates 10th Anniversary of Steve Jobs' Passing

Tuesday October 5, 2021 1:23 am PDT by
Apple today commemorated the tenth anniversary of Steve Jobs' passing with a special commemorative homepage on its website, including pictures and a link to a short film that captures some of his most memorable quotes and moments at Apple's helm. The homepage also includes a statement from the Jobs family, reproduced below: For a decade now, mourning and healing have gone together. Our...
Apple car wheel icon feature blue

Apple Watch Chief Kevin Lynch Now Leading Apple Car Efforts

Thursday September 9, 2021 12:28 pm PDT by
Apple VP of technology Kevin Lynch is taking over the Apple Car project and will be replacing Doug Field, who is moving to Ford, reports Bloomberg. Lynch first joined the Apple Car team in July, with reports suggesting he had been called on to help lead Apple Car development. Now that Field has left the company, Lynch will be taking over his role and will be in charge of the Apple Car. Lynch ...
Steve Jobs garage

Today Marks Steve Jobs' 66th Birthday as MacRumors Turns 21

Wednesday February 24, 2021 6:14 am PST by
Apple co-founder and former CEO Steve Jobs was born on February 24, 1955, and if he was still alive, today would mark his 66th birthday. Jobs founded Apple alongside Steve Wozniak in 1976, producing the very first Apple computers, but he also served as CEO during a pivotal period and was largely responsible for the company's wild success with products like the iPhone and the iPod. Under...
tim cook privacy conference

Apple CEO Tim Cook in New York for Meeting With EU's Competition Chief Margrethe Vestager

Friday October 1, 2021 9:45 am PDT by
Apple CEO Tim Cook is in New York City today for a meeting with Margrethe Vestager, the European Commissioner for Competition, according to a person familiar with the matter. Vestager was a keynote speaker at Fordham University's annual Conference on International Antitrust Law and Policy earlier today. It's unclear when Cook and Vestager are scheduled to meet or what topics will be on the...
steve jobs holding iphone 4

Steve Jobs Once Tossed the Original iPhone Across a Room to Impress Journalists

Sunday October 3, 2021 8:13 pm PDT by
Tuesday marks 10 years since Apple co-founder Steve Jobs passed away, and those who met him have begun to share stories about his life. CNET's Roger Cheng today recounted his memory of Jobs visiting The Wall Street Journal's headquarters in New York to offer him and a small group of other reporters an early look at a prototype iPhone, shortly after the device was unveiled in 2007. Cheng...