Nobunaga’s Ambition — Apple Revision

Apple’s Tanegashima (gun) — M1

iMac & iPad Pro M1 Revision @Apple Event — April 20,2021
Apple iPad Pro

Secret Sources — New Flavors

  1. Apple’s highly vertical integration strategy significantly reduces the lead-time for the phase change to propagate through the supply chain. A rule of thumb of the level of complexity in the real world is technology < supply chain < business < ecosystem. Where Apple has good controls of the first 3.
  2. Apple’s premium product position & execution solidify its brand to retain “Apple Fans”. Most of them tend to embrace changes & have no problem paying a premium for that as innovators or early adaptors.
  3. With a critical mass of paying & premium customers, it becomes an attractive target market for new app development projects because money talks 🤑.
Battle of Nagashino in 1575

Making Sense Of Apple Car

  1. Autonomy is a core technology & you can do lots of things with it. Another way Cooks put it: “Mother of all AI project” in 2017.
  2. Apple loves to integrate HW, SW & service to create magic.
  3. Apple loves to own the primary technology around it.
  1. Apple will fully own the end-to-end customer experience & relationship to maintain its premium brand position.
  2. Apple will fully own & vertically integrated the key HW, SW & service technologies for the autonomous car system.
  3. Apple most likely uses “Electronics Manufacturing Services” for the rest. Just like how it makes iPhone.
Apple 1st Computer & Tesla 1st Car

Full Disclosure

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A Taiwanese lives in Silicon Valley since 2014 & has random opinions on some stuff. The opinions shared here are my own, not those of companies I work for.

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Sam Lin

Sam Lin

A Taiwanese lives in Silicon Valley since 2014 & has random opinions on some stuff. The opinions shared here are my own, not those of companies I work for.

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