股典钟炒股机器人系统电脑版行业投资资讯;苹果汽车配件Stock Dianzhong Stock Trading Robot System Computer Edition Industry Investment Information; Apple Auto Parts
来源:股典钟炒股机器人系统电脑版租赁Computer version rental of stock trading robot system
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作者:股典钟炒股机器人系统电脑版
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发布时间: 2021-02-08
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798 次浏览
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苹果汽车要来了。最新消息,苹果计划在明年九月发布首款apple car,这笔原计划提前了两年。苹果对产业链的影响力。
不用多说,看看过去两年立新精密歌尔股份的表现就知道了。那么苹果汽车的出现会带来哪些产业链的机会呢?
别着急,接着往下听。大家都知道苹果出新品岒产业链厂商都要保密。所以关于苹果汽车的细节,我们现在还没有办法知道。
不过已经名牌的有四家供应商,科大茂联合菳福田科大是做传动机械的公司,正在加速产线布局。
预计明年二季度新增六条产线投产。富田是做电机的公司,目前也在扩产。预计明年动力马达可以从当前四十万的产能提高到一百万套。
有趣的是,和大和富田同时也是特斯拉的供应商,给特斯拉提供减速器和驱动电机。从目前各方面的信息来看,前期。
苹果汽车产业链与特斯拉可能会有极高的相似度,比如动力电池。早在二零一七年,苹果就与宁德时代有过合作,接下来可能就是它了。
当然也有一些原本就在苹果手机产业链的公司跨界做汽车的,也可能会成为苹果汽车供应商。其中一家公司是给iphone 提供。
玻璃盖板的现在跨界去做了,车载玻璃中控屏导航仪等。苹果汽车推出,公司有望直接受益。
Apple cars are coming. In the latest news, Apple plans to release its first apple car in September next year. The original plan is two years ahead of schedule. Apple's influence on the industrial chain.
Needless to say, just look at the performance of Lixin Precision Goertek in the past two years. So what industrial chain opportunities will the emergence of Apple cars bring?
Don't worry, then continue listening. Everyone knows that Apple's new products must be kept secret. So about the details of Apple cars, we still have no way to know.
However, there are four well-known suppliers. Keda Mao and Fukuda Keda are companies engaged in transmission machinery and are accelerating the production line layout.
Six new production lines are expected to start production in the second quarter of next year. Tomita is a motor company and is currently expanding its production. It is estimated that the power motor can be increased from the current 400,000 production capacity to 1 million sets next year.
What's interesting is that He Yamato Tomita is also a supplier of Tesla, providing Tesla with reducers and drive motors. Judging from the current information in all aspects, the early stage.
Apple's auto industry chain and Tesla may have a high degree of similarity, such as power batteries. As early as 2017, Apple had cooperated with CATL, and it may be it next.
Of course, there are some companies that are already in the Apple mobile phone industry chain that cross-border cars, and they may become Apple car suppliers. One of the companies is to provide iphone.
The glass cover is now cross-border to do, such as car glass central control screen navigator. The company is expected to benefit directly from the launch of Apple Motors.
苹果汽车要来了。最新消息,苹果计划在明年九月发布首款apple car,这笔原计划提前了两年。苹果对产业链的影响力。
不用多说,看看过去两年立新精密歌尔股份的表现就知道了。那么苹果汽车的出现会带来哪些产业链的机会呢?
别着急,接着往下听。大家都知道苹果出新品岒产业链厂商都要保密。所以关于苹果汽车的细节,我们现在还没有办法知道。
不过已经名牌的有四家供应商,科大茂联合菳福田科大是做传动机械的公司,正在加速产线布局。
预计明年二季度新增六条产线投产。富田是做电机的公司,目前也在扩产。预计明年动力马达可以从当前四十万的产能提高到一百万套。
有趣的是,和大和富田同时也是特斯拉的供应商,给特斯拉提供减速器和驱动电机。从目前各方面的信息来看,前期。
苹果汽车产业链与特斯拉可能会有极高的相似度,比如动力电池。早在二零一七年,苹果就与宁德时代有过合作,接下来可能就是它了。
当然也有一些原本就在苹果手机产业链的公司跨界做汽车的,也可能会成为苹果汽车供应商。其中一家公司是给iphone 提供。
玻璃盖板的现在跨界去做了,车载玻璃中控屏导航仪等。苹果汽车推出,公司有望直接受益。
Apple cars are coming. In the latest news, Apple plans to release its first apple car in September next year. The original plan is two years ahead of schedule. Apple's influence on the industrial chain.
Needless to say, just look at the performance of Lixin Precision Goertek in the past two years. So what industrial chain opportunities will the emergence of Apple cars bring?
Don't worry, then continue listening. Everyone knows that Apple's new products must be kept secret. So about the details of Apple cars, we still have no way to know.