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Gene Munster Thinks Apple Could Join Forces With BMW for Apple Car

Piper Jaffray analyst Gene Munster discussed the Apple Car in a recent research note to investors, describing the project as a potential 'needle mover'
Connected Car
August 20, 2016

Apple analyst Gene Munster has discussed the Apple Car in a recent research note to investors (via AppleWorld), arguing that Cupertino could partner with a car manufacturer – and possibly BMW – in order to bring the project to life.

Apple could partner with BMW for its autonomous driving software.

Munster doesn’t have the best track record when it comes to Apple-based predictions; he argued for an Apple HDTV for a long, long time, but this project never came to life (even if a more fully-featured set-top box launched in the form of the fourth-generation Apple TV). Nevertheless, his latest note offers a breakdown of four areas of Apple’s technology, and particularly, the prospect of an Apple Car. He argues that Apple “could release some of its learnings before 2021 as it continues to develop its own car,” and suggests that “autonomous driving software could come out earlier via an automotive partner or more advanced CarPlay features. In terms of the market, as we’ve previously written, BMW might be the best.”

From what we’ve heard, the Apple Car could be in development across two countries, operating under the codename “Project Titan.”

It’s an interesting prospect, and would certainly allow Apple to establish itself in the automotive industry before launching its own vehicles.

Munster also discusses batteries, arguing that he expects Apple to march on with development in this area in order to further lengthen the battery life of its iPhones and iPads. And he also mentions Apple’s public interest in augmented reality (AR) and virtual reality (VR). The iPhone, Munster expects, should be compatible with third-party VR headsets by 2018; AR functionality, the analyst adds, is expected to reach Apple’s own artificial intelligence (AI) offerings (an area which, at the minute, consists largely of Siri).

It’s the car talk, however, that has us most interested. Of course, we’ll keep you updated with further information as we receive it, so check back with us.