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A comment on Apple dials back car's self-driving features and delays launch to 2028. Parent comment

Re:Apple dials back car's self-driving features and delays l... by foobiekr on Wednesday January 24, 2024 @12:57AM (#39114121)
Apple will never build cars. Each dollar of car revenue will hurt their margins. It doesn't matter how lux the car is or the target market, it isn't going to happen.

Tesla isn't going to be able to hold their margins, either.

It's going to be more like Nvidia - Nvidia captures all of the margin in the servers - with some going to Intel or AMD - and SuperMicro, Lenovo, HPE, etc. eke out their existence on the low value chassis.

[ Parent | on HN ]
Re:Apple dials back car's self-driving features and delays l... by moondev on Wednesday January 24, 2024 @02:49AM (#39114732)
Don't you need CPUs, PCIE lanes, NVME and cooling systems to deploy GPGPU(s) and DPU(s) - or are you suggesting hopper will replace it?
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Re:Apple dials back car's self-driving features and delays l... by foobiekr on Thursday January 25, 2024 @09:15AM (#39129758)
Nobody needs DPUs. It’s a fake market.

The stuff you’re listing, other than CPUs, which I explicitly called out as going to Intel and AMD, is ultra low margin.

[ Parent | on HN ]