CarPlay 2 needs a deeper integration to the car, as part of the vehicle's SDV stack. From what I understand, Apple will license software that runs on the vehicl

CarPlay 2 needs a deeper integration to the car, as part of the vehicle's SDV stack. From what I understand, Apple will license software that runs on the vehicles SDV stack (RTOS, etc) with support for various Auto specific SoCs (Nvidia, Qualcomm, Renesas, NXP, etc). There is an existing vibrant ecosystem of Tier 1 partners who can do the CarPlay (or AA) integration, lessening the burden on the Auto OEMs for such specialised integration work (Luxoft, etc). CP2 is an eventual pathway (pure conjecture here) for Apple to offer other upgrades in the future, like an L2+ ADAS package, via a subscription model, with a potential profit split between Apple and the OEM. Somewhat like what MobilEye currently offers and their current business model. Apple gets valuable realtime traffic info from such an L2+ offering, which can feed into making Apple Maps better with up to the minute traffic updates. And the OEM gets to leverage a valuable "sticky" offering that is bound to attract the Apple crowed (usually well heeled folks with deeper pockets). And they both get to monetize CP2 via a paid subscription model.