Android Automotive is taking over, but what about Google Automotive Services (GAS)?

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With the Android Automotive Operating Procedure (OS), Google is established
to make the sharpest increase in the infotainment procedure room in the
subsequent five years. From its introduction in 2017 until now, the
functioning method has presently been built-in in 13 vehicle versions
with lots of a lot more to stick to. The standout function is Google Automotive
Products and services (Gas). The Fuel suite offers possibilities for automakers to
embed a series of services from Google, which includes Maps, Engage in Retailer,
and Assistant. Gas are offered by means of a licensing design to
automakers and is crafted on major of the Android Automotive OS.

Geely (Polestar and Volvo): Apart from the
Polestar 2, which was the to start with model to use Android Automotive,
Volvo’s all-electric powered XC40 P8 and XC40 Recharge also leverages the
functioning program. In April 2022, Volvo prolonged the expert services to
XC90 and V60 products. The Android Automotive OS is also accessible in
design yr (MY) 2022 and long run S90, V90, V90 Cross Nation, and
XC60 products when the Volvo XC90, S60, V60, V60 Cross Country, and
XC40 automobiles from MY 2023 are upcoming to obtain the OS.

• Introduced: February 2018
• Launched: July 2020
• Gas integration: Yes Google Assistant, Google Maps, and Google
  Perform Retailer (including Spotify, EasyPark, A Better Routeplanner,
  Group Sessions, Vivaldi, and Movie Participant)

Renault-Nissan-Mitsubishi: In September 2021,
Renault partnered with Qualcomm and Google to electricity the electronic
cockpit of the Mégane E-Tech electric motor vehicle (EV) with the Android
Automotive OS. The Austral product, which should start in September
2022, is the future in line to be updated with the OS. In 2018, the
Renault-Nissan-Mitsubishi Alliance announced a partnership with
Google to combine the OS throughout “various models and brand names.”

• Introduced: September 2018
• Launched: September 2021
• Fuel integration: Yes Google Assistant, Google Maps, and Google
  Enjoy Retail outlet (such as: EasyPark, Radioplayer, Sybel1, and
  Vivaldi)

General Motors: The Hummer EV grew to become the GM
design to combine the Android Automotive OS with the whole suite of
Gasoline. Aside from the HUMMER EV Pickup, GMC also reported that Fuel
will be out there in the 2022 Yukon and Yukon XL and select trim
degrees of the 2022 GMC Sierra 1500. Fuel is also offered in pick out
2022 Chevrolet Tahoe, Suburban, and Silverado products, and on the
2023 Cadillac Lyriq model.

• Announced: September 2019
• Released: November 2021
• Gas integration: Yes Google Assistant, Google Maps, and Google
  Enjoy Retailer (such as YouTube Songs, Google Podcasts, iHeart Radio,
  TuneIn Radio, and radio.net)

Stellantis: There are strategies to launch the OS in
its autos setting up in 2023. Maserati was the to start with model in this
umbrella to announce Android Automotive integration right before the
FCA-PSA merger, including the Ghibli, Levante, and Quattroporte in
addition to the Chrysler Pacifica and Dodge Durango.

• Declared: July 2020
• Introduced: 2023*
• Gasoline integration: Not initially Stellantis has highlighted
  embedded navigation from TomTom, voice assistance from Amazon
  Alexa, and SiriusXM 360L crafted into the first autos launching
  with Android Automotive.

Ford: Before in 2022, Ford mentioned that the
start of automobiles with Android Automotive will be delayed soon after
saying the OS will be launched on “various Ford and Lincoln
designs.”

• Declared: February 2021
• Launched: 2023*
• Gasoline integration: Certainly predicted

Lucid: Inspite of the Android Automotive OS
announcement, Lucid is integrating its personal one of a kind applications and using
Amazon Alexa as the major voice assistant.

• Announced: May well 2021
• Released: September 2021
• Gasoline integration: No

Honda: In September 2021, the Japanese
automaker reported that it would launch cars with Android
Automotive beginning in 2022 but did not specify the names of the
styles.

• Declared: September 2021
• Introduced: 2022*
• Gas integration: Of course predicted

BMW: In June, the German carmaker announced
that it would be growing its BMW OS 8 and integrating Android
Automotive OS into specific model collection.

• Introduced: June 2022
• Introduced: 2023*
• Gasoline integration: Not envisioned

Android Automotive current market outlook

In accordance to S&P Global’s Aspect Technological innovation Benchmarking,
the expansion rate for Android Automotive deployment should really be the
biggest in the up coming five many years. Android Automotive will likely
capture all-around 18% of the market share by 2027 in comparison with close to
1% at the moment. QNX, one of the main proprietary automotive OS,
has by now found its marketplace share fall from around 18% in 2020 to
about 14% in 2022, and we expect it will plunge to just over 5% by
2027. This is a immediate consequence of the progress of Android Automotive
and Automotive Quality Linux (AGL). We forecast AGL to increase from its
existing 13.7% share to around 23% of the total market place share by
2026. Generic Android, which retains all over 32% of the share
presently, will marginally decrease by 2026 but should really nonetheless make up
in excess of a quarter of the in general market. As opposed to Android Automotive,
which is a proprietary solution of Google, Generic Android is made up
of an open up-supply design.

One particular of the critical developments in this space took spot in early
2021 when Ford announced its switch from QNX to Android Automotive.
At present, close to 90% of Ford’s motor vehicles run on QNX, and that
variety will drop to approximately a person-third in the up coming 5 yrs. On the
contrary, Android Automotive is envisioned to electric power around 50% of
Ford’s motor vehicles by 2027.

In April 2022, Volvo declared an about-the-air (OTA) improve to
a newer version of Android Automotive OS with accessibility to new application
types on Google Play, such as navigation, charging, and
parking. With various upgrades predicted about the future couple of
years, in excess of 80% of Volvo autos could run on Android Automotive OS by
2027.

Significance

Whilst announcements of Android Automotive continue on to make
headlines, the actual emphasis must be used to all those makes on
their way to adopting GAS—which delivers main person working experience
(UX) and license price tag implications. Many of these bulletins
which includes Rivian, BMW, and Stellantis with Uconnect 5 are in point
continue to working off a foundation of Generic Android devoid of the overall
Google package deal of operating method, middleware, system, and of
system Fuel. Fuel has introduced with it the revival of the in-car or truck
application shop, leveraging a lot more than ever from the customer electronics
globe as opposed to past variations we have witnessed in the earlier. When
only 41 applications are currently accessible by means of the Enjoy Shop on
Android Automotive, the listing of car or truck use-situation (or at minimum
car-optimized) certain applications will continue to increase as adoption
raises the purchaser base for automakers and builders
alike.

This does not indicate Gasoline is without having competition—far from it.
Models this sort of as Lucid and BMW are extremely targeted on differentiating in
this space and have decided the finest way ahead to a personalized
app surroundings, is to create an experience special to their model
identification. Apple CarPlay’s key improve declared previously in June
also paves the way for a Cupertino-themed inside, ought to an
automaker want to allow for main automobile facts to enter CarPlay’s
area, which could offer a incredibly aggressive ecosystem from an
end purchaser viewpoint as nicely. Time will notify whether or not automakers
will agree to undertake the new version of Apple Carplay or not, but
the automotive infotainment room is unquestionably heating up—with
Google now getting the guide.

Writer: Arnab Paul, Senior Investigate Analyst, Supply Chain
& Know-how, S&P Worldwide Mobility

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