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Android Automotive Is Taking Over, But What About Google Automotive Services (GAS)?

With the Android automotive operating system (OS), Google is defined
to make the biggest increase in infotainment system space in the
the next five years. From its introduction in 2017 until today, the
the operating system has already been integrated into 13 vehicle models
with many more to follow. The most notable feature is Google Automotive
Services (GAS). The GAS Suite provides vehicle manufacturers with options for
integrate a series of services from Google, including Maps, Play Store,
and Wizard. GAS is offered through a licensing model for
car manufacturers and is built on the Android Automotive operating system.

Geely (Polestar and Volvo): Outside of
Polestar 2, which was the first model to use Android Automotive,
Volvo’s all-electric XC40 P8 and XC40 Recharge also take advantage of the
Operating system. In April 2022, Volvo extended services to
XC90 and V60 models. The Android Automotive operating system is also available in
model year (MY) 2022 and future S90, V90, V90 Cross Country, and
XC60 models; while the Volvo XC90, S60, V60, V60 Cross Country and
The XC40 vehicles of MY 2023 are the next to receive the operating system.

  • Announced: February 2018
  • Launch: July 2020
  • GAS integration: Yes; Google Assistant, Google Maps and Google
    Play Store (including Spotify, EasyPark, A Better Routeplanner,
    Group sessions, Vivaldi and video player)

Renault-Nissan-Mitsubishi: In September 2021,
Renault has teamed up with Qualcomm and Google to boost digital
cockpit of the Mégane E-Tech electric vehicle (EV) with Android
Automotive operating system. The Austral model, which should be launched in September
2022, is the next in line to be updated with the operating system. In 2018, the
The Renault-Nissan-Mitsubishi Alliance announces a partnership with
Google to integrate the operating system through “multiple models and brands”.

Advertising

  • Announced: September 2018
  • Launch: September 2021
  • GAS integration: Yes; Google Assistant, Google Maps and Google
    Play Store (including: EasyPark, Radioplayer, Sybel1 and
    Vivaldi)

General Motors: The Hummer EV became the GM
model to integrate the Android Automotive operating system with the full suite of
GAS. Besides the HUMMER EV Pickup, GMC also reported that GAS
will be available in the 2022 Yukon and Yukon XL and in some trims
levels of the 2022 GMC Sierra 1500. GAS is also available in some
The 2022 Chevrolet Tahoe, Suburban and Silverado models, and on the
Cadillac Lyriq 2023 model.

  • Announced: September 2019
  • Launch: November 2021
  • GAS integration: Yes; Google Assistant, Google Maps and Google
    Play Store (including YouTube Music, Google Podcasts, iHeart Radio,
    TuneIn Radio, and radio.net)

Stellantis: It is planned to launch the operating system in
its vehicles from 2023. Maserati was the first brand in this
umbrella will announce the integration of Android Automotive before
FCA-PSA merger, including the Ghibli, Levante and Quattroporte in
addition to Chrysler Pacifica and Dodge Durango.

  • Announcement: July 2020
  • Launch: 2023*
  • GAS integration: Not initially; Stellantis highlighted
    built-in navigation from TomTom, voice assistance from Amazon
    Alexa and SiriusXM 360L integrated in the first vehicles launched
    with Android Automotive.

Ford: Earlier in 2022, Ford said the
the launch of vehicles with Android Automotive will be delayed after
announcing that the operating system will launch on “several Fords and Lincolns
models. »

  • Announcement: February 2021
  • Launch: 2023*
  • GAS integration: Yes; expected

Lucid: Despite the Android Automotive operating system
Lucid integrates its own unique applications and uses
Amazon Alexa as the primary voice assistant.

  • Announced: May 2021
  • Launch: September 2021
  • GAS integration: No

Honda: In September 2021, the Japanese
The automaker said it would launch vehicles with Android
Automotive from 2022 but did not specify the names of the
model.

  • Announced: September 2021
  • Launch: 2022*
  • GAS integration: Yes; expected

BMW: In June, the German automaker announced
that it would extend its BMW OS 8 and integrate Android
Automotive operating system in some model series.

  • Announcement: June 2022
  • Launch: 2023*
  • GAS integration: not expected

Android Automotive Market Outlook

According to S&P Global’s Feature Technology Benchmarking,
the growth rate for Android Automotive deployment is expected to be the
most important over the next five years. Android Automotive will likely be
capture around 18% of the market share by 2027 from around
1% currently. QNX, one of the leading proprietary automotive operating systems,
has already seen its market share grow from over 18% in 2020 to
around 14% in 2022, and we expect it to dip to just over 5% by
2027. This is a direct consequence of the growth of Android Automotive
and Automotive Grade Linux (AGL). We expect the AGL to increase from its
current share of 13.7% to around 23% of the global market share by
2026. Generic Android, which holds around 32% of the share
currently, will decrease slightly by 2026 but should still compensate
more than a quarter of the entire market. Unlike Android Automotive,
which is a proprietary product of Google, Generic Android consists
of an open-source model.

One of the key developments in this space took place at the start
2021 when Ford announced its move from QNX to Android Automotive.
Currently, almost 90% of Ford vehicles run on QNX, and this
this number will drop to almost a third over the next five years. On the
On the contrary, Android Automotive should power more than 50% of
Ford vehicles by 2027.

In April 2022, Volvo announced an over-the-air (OTA) upgrade to
a newer version of Android Automotive OS with access to a new application
categories on Google Play, including navigation, charging and
car park. With various upgrades expected over the next two years.
years, more than 80% of Volvo cars could run on Android Automotive OS by
2027.

Importance

As Android Automotive announcements keep coming
the real focus should be on those marks on
their way of adopting GAS, which brings a major user experience
(UX) and license cost implications. Many of these ads
including Rivian, BMW and Stellantis with Uconnect 5 are actually
still running from generic android base without the set
Google package of operating system, middleware, platform and
GAS course. GAS brought with it the renaissance of the on-board vehicle
App Store, leveraging consumer electronics more than ever before
world compared to previous versions that we have seen in the past. While
only 41 apps are currently available on the Play Store on
Android Automotive, the list of vehicle use cases (or at least
specific applications optimized for vehicles will continue to grow as adoption
increases the customer base of car manufacturers and developers
similar.

This does not mean that GAS is without competition, far from it.
Brands such as Lucid and BMW are very focused on differentiation in
this space and have determined the best way to move forward towards a
application environment, is to create an experience unique to their brand
identify. Major Apple CarPlay upgrade announced earlier in June
also paves the way for a Cupertino-themed interior, if a
The car manufacturer wants to allow basic vehicle data to enter carplay
which could provide a very competitive environment from a
the point of view of the end customer as well. Time will tell if automakers
will agree to adopt the new version of Apple Carplay or not, but
the automotive infotainment space is certainly heating up, with
Google is currently taking the lead.

Author: Arnab Paul, Senior Research Analyst, Supply Chain
& Technology, S&P Global Mobility

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