This point of view, for example, is shared by Loup Ventures analysts, whose comments are referenced by the Seeking Alpha resource. In their opinion, now the share of electric vehicles accounts for no more than 3% of the automotive market, in five years it may increase tenfold, and Tesla will be able to occupy a third of the total electric vehicle market. It turns out that two-thirds of the market will belong to electric vehicles of other brands, but Apple in this sense poses a threat mainly to traditional automakers, and not to Tesla.

The Apple Factor will put pressure on Tesla’s stock price in the future, but it will not be as strong as the authors of the forecast believe. Entering the electric vehicle market requires colossal capital investments, as can be seen from the activity of traditional carmakers, and the return on these investments will not appear very quickly. Apple is poised for huge capital investments, but for decisive action in the automotive sector, it needs to understand what it wants to get in the end. Tesla has some head start that it should keep going forward. According to Ark Invest experts, none of the serial electric vehicles has so far been able to compare with the Tesla Model 3 in terms of the price-to-power ratio.