- The focus on Apple's (AAPL -0.2%) influence in the automobile sector has shifted away from straight manufacturing to ways the tech company could integrate software, information systems, or automated driving capabilities into next-gen models.
- The recent developments with Project Titan also raise the stakes on which automakers strike a significant partnership with Apple if the venture makes it past 2017 (the reported AAPL deadline).
- While many auto industry watchers think major automakers won't convert to the Apple ecosystem across their portfolio, high-end "Applefied" models are seen as a realistic possibility.
- "A luxury automobile with 'Apple Inside'? That could be hit, and a profitable one yet," writes Los Angeles Times columnist Michael Hiltzik.
- SA contributor Bret Kenwell also dug into the Project Titan issue earlier this week.
- Related stocks: GM, FCAU, F, TM, HMC, OTCPK:NSANY, VLKAY, OTCPK:BMWYY, OTCPK:DDAIF, TSLA, OTCPK:MZDAY, TSLA, OTCPK:HYMLF, OTCPK:FUJHY, RACE, TTM, MBLY.
- Previously: Bloomberg: Apple scales down automotive strategy, plans to build car postponed (Oct. 17)