Augustin Friedel 🚲 🛴 🛵 🚘’s Post

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Senior Manager | SDV | Mobility Transformation | New Business Development | Thought Leader

🤩 Here is an update on what’s happening related to big tech and software in automotive 🚗. Please add your comments below👇 - As always, it’s my personal view. 👉 The strategic directions of OEMs related to the new version of Apple CarPlay point towards different directions. 🔘 Mercedes-Benz AG announced that it would not allow ❌ companies like Apple to take over the infotainment clusters. Mercedes wants to convince customers with their own software, supported by Google, Tencent and others: https://lnkd.in/eYWdg2eu 🔘 Polestar CEO Thomas Ingenlath highlighted that he would welcome the implementation of Apple CarPlay 2.0 across the portfolio despite the strong in-car software system. But customer demand is key, if there is a demand for CarPlay, OEMs should enable it. https://lnkd.in/e-jYf3Zu 🔘 Porsche AG and Aston Martin Lagonda Ltd are already on board, Apple CarPlay 2.0 will be rolled out soon: 👉 Chips in cars is still the smaller automotive business case at NVIDIA. Selling data center, cloud computing to automakers 🚘 is the more relevant business 💰. Tesla is a good example, 35.000 H100 GPUs are used to train their AI 🤖 cluster: https://lnkd.in/eShDPpFa 👉 App stores in cars are a hot 🔥 topic in the industry, we see different approaches: 🔘 HARMAN International found a second OEM customer after Volkswagen that is including the ignite store, an Android app store that allows the usage of know smartphone 📲 apps in the vehicles. Tata Group 🇮🇳 is implementing the solution in selected EV ⚡️ brands. Not sure of limited volume of models at two OEMs is enough to create a profitable business case for Harman 🤷🏼♂️. https://lnkd.in/eqprPRY5 🔘 A competitive product to the Ignite Store is the faurecia Aptoide App Store, used by Mercedes or BMW Group. Aptoide is no leaving the JV by selling the shares to FORVIA, so that Aptoide could put more focus on mobile devices 📲. The transaction could be a signal that the business opportunity 💸 to launch Android App Stores in vehicles is not as big as expected: https://lnkd.in/eiifXsSg 🔘 Android Automotive OS and GAS is also used by OEMs like Polestar, Ford Motor Company or General Motors. The scope of services and apps is continuously expanded. Streaming of video 🍿 is next, as well as popular games like Angry Birds 🐦. Uber drivers should soon get access to the Driver App on the center screen: https://lnkd.in/eDWXdpM2 👉 EV startup Rivian 🚙 confirmed that the own front end is based on Android Automotive OS. Enablers like Unreal Engine and MadCap Software, Inc. are used to customize the front end: https://lnkd.in/ecfjA9R3 What’s missing 🤷🏼♂️? Please add your favorite 🤩 stories ‼️

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Andreas Weber

Cannabinoid medicals, artificial intelligence, hydrogen, modern cell technology are the future 🎉👍 Padel Sport Sponsoring Partner 🎊 Owner of PROWE-HEALTH

6mo

The developed chip technology of the big player are to powerful. That's not the future. They should integrate akida-cores or integrate a efficient AI accelerator like akida 1500 for example. It's full digital, efficient and low powerful. Check it and you will see it.

Andre Mendes

Key Account Director | CTO Program Fellow at Wharton

6mo

It will be interesting to see if more OEMs, like Volkswagen and GM, follow Tesla’s lead in developing their own chips to meet these demands.

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Dr. Wilhelm Graupner

Executive Director, AVL - opinions are mine / I try to stick to facts 📈📉📊 at #ww520

6mo

How does Apple CarPlay compare to Android Auto ?

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Rosa Maria Molteni

Views are mine | Coach |People & Business Enhancer | Start-Up | Market Strategy | Business Development | Communication | Mentor | Talent Management & Sourcing | Employer + Employee (Re) Branding | Voice Technologies

6mo
Jin Shang

Chery CEO-Assistant, CTO of Kaiyang Technology Inc.| Entrepreneur | Invester

6mo

Meta,Google,MSFT(OpenAI) also provide LLM or other foundation LM. There are 7 Big Giants (except Tesla), which provides chip/hardware, IVI's OS, LLM-OS, in-vehicle services, Cloud infra./services, so may also add Apple, Meta in boundary areas on the picture.

Marek Korzeniowski

Sanden Manufacturing Poland

6mo

Quite nice overview!!!nice job 👍

Béla Újházi

Software architect at Sagemcom Magyarország Kft.

6mo

A good overview with an unnecessary number of emojis.

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Sikai Huang, PhD

E-Mobility Expert | Power Utility

6mo

You missed the JLR

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Augustin Brilliant as Always !!!! I am sure you can guess what my comment is. Either at the center or around the edge you need a layer for BlackBerry QNX as nearly or all of these items whether android or linux utilize QNX to do what they do. Thanks again - Great Post

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