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I found the announced enhancements to car play very interesting. To my understanding, it aims for replacing most of the user-facing software in cars. This is ve
by _ph_ 4y ago
I found the announced enhancements to car play very interesting. To my understanding, it aims for replacing most of the user-facing software in cars. This is very tempting for car manufacturers, not to compete with car play, but just embrace it. It almost looks as if car play is to become the Windows of the car industry - instead of trying to come up with your own solution, just install the most widely used software available on the market. That could be a big step for Apple and hugely profitable, in the same way Windows made Microsoft into the giant it is.
It just could be that. But that would depend on the car manufacturers giving up on their own software so easily and it would be a completely new strategy for Apple. They love to control the whole stack. Even in cases, where they entered a market with a collaboration - the early iPod Phones come to my mind - they later switched to their own product.
Also, the rumor about an Apple car does keep coming back. And they spend a lot of money on what ever they are doing. So while the play on just Car Play might be strong, they do have something brewing in case car manufacturers don't just jump onto it. My favorite theory though is: they are building something which will be a "car" but as different from current cars as the iPhone was from mobile phones of its day and age. I would be really curious to see that.
- taffronaut 4y agoMargins in the auto industry are tight and manufacturers are seeing software as their saviour. Hence we see software features allowing you to 'subscribe' to e.g. heated seats. There's hope in auto manufacturers for the "Smart TV play" where owner/driver analytics (anonymous and otherwise) can be sold on. Then there are hoped-for kickbacks from in-car infomercials advising drivers to replace consumables like tyres via a manufacturer-linked outlet. This is why car manufacturers fixate on their own software and yet car software will become more and more dysfunctional for the end user as they're the 'mark' not the customer. It could be hugely profitable for Apple to take over the space, but that would be at the expense of the car manufacturers' dreams of software-driven increase in margins, so I wouldn't bet on them signing up soon.