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> And really I’m not sure how much they could add a special “Apple touch” outside infotainment/interior controls compared to luxury automakers.

The right time was between 2010 (iPad launch) and 2014 (CarPlay launch), with a complete infotainment-only product.

Essentially, mimic the iPhone-on-one-carrier bargain.

Go to a struggling automaker (Fiat Chrysler?) and say "What if we told you that you won't have to worry about any of your infotainment solutions? We'll build the unit, in exchange for owning the exclusive app store it uses. And you'll get to say your cars are powered by Apple." Win/win.

Instead, they dicked around until the automakers figured their consoles out (mostly... still looking at you angrily, Nissan) and Apple was left without a key differentiator.

Hell, the mind-numbingly obvious reason for Apple -- do it at a loss for the real-time mapping and traffic data!!




I think the risk to the carmaker is your customers getting used to the apple infotainment system. Maybe they start to see the car as less a Fiat and more an Apple car. Then the exclusive expires or needs to be renegotiated.


From Apple's perspective, yes. That's exactly the playbook that built the iPhone into what it is today.

People forget that when the iPhone launched, carriers had an iron grip on their customers, to the extent of "pay us to put ringtones on our device that temporarily happens to be in your hands."

iPhone-in-car would have let Apple dangle some interesting data deals in front of car manufacturers, while retaining ultimate control, before the car manufacturers realized data was a monetizable revenue stream.


The carmakers are unfortunately well aware that they can mine and sell data. They just suck at it.




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