Projected mode-enabling software such as Apple CarPlay and Android Auto will be built into 338 million vehicles by 2025

15 September 2016
Report type: Research Note
Author(s): Pierce Owen
Keywords: IoT, internet of things, internet, things, M2M, machine-to-machine, automotive, car, telematics, vehicle, platform, usage, based, insurance, entertainment, eCall, emergency, voice, lease, rental, share, assistance, roadside, stolen, vehicle, recovery, diagnostics, navigation, embedded, CarPlay, Android
Companies: Apple, Google, MirrorLink, Abarth, Acura, Alfa Romeo, Alpine, Audi, Bentley, BMW, Buick, BYD, Cadillac, Chevrolet, Chrysler, Daimler, Mercedes-Benz, Dodge, DS, FAW, Ferrari, Fiat, Ford, Genesis, GMC, Holden, Honda, Hyundai, Infiniti, Jaguar, Land Rover, Jeep, John Deere, Kenwood, Kia, Lamborghini, Lincoln, Mahindra, Maserati, Mazda, Mitsubishi, Nissan, Opel, PSA Peugeot Citroen, Pioneer, RAM, Renault, SAIC, Seat, Skoda, Ssangyong, Subaru, Suzuki, Tata, Toyota, Vauxhall, Volkswagen, Volvo
Number of Pages: 18

Seemingly a natural fit in the connected car market, technology giants Apple and Google launched their in-vehicle software, Apple CarPlay and Android Auto, which have been designed to integrate the smartphone with the vehicle, in 2014 and 2015, respectively, and they are off to a very promising start. The obvious effect and selling point is that drivers of cars with these standards built into head units will be able to easily access and use their navigation and entertainment apps from their smartphone while driving. The implications include disintermediating the automotive OEMs from these spaces, a diminished forecast for embedded cellular connection in vehicles and changing the way several other connected car applications are accessed. Part of the reason our forecasts for embedded connections has decreased is that this software aspires to fulfill many of the promises and benefits of those connections, including making the use of connected car applications safer, easier and more enjoyable. The success of the traditional vehicle platform will be mitigated by these innovations and car-oriented smartphone apps.

This Research Note provides an overview of our how this disruption has affected our forecasts and an analysis of the implications within the connected car market.

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