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

With the Android automotive operating system (OS), Google is expected to see the biggest increase in the infotainment system space over the next five years. Since its introduction in 2017 until now, the operating system has already been integrated into 13 vehicle models and many more will follow. The standout feature is Google Automotive Services (GAS). The GAS suite offers automakers options to integrate a range of services from Google, including Maps, Play Store and Assistant. GAS are offered to car manufacturers via a licensing model and are based on the Android Automotive operating system.

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

  • 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 partnered with Qualcomm and Google to power the digital cockpit of the electric vehicle (EV) Mégane E-Tech with the Android Automotive OS. The Austral model, which is expected to launch in September 2022, is next in line to be updated with the operating system. In 2018, the Renault-Nissan-Mitsubishi Alliance announced a partnership with Google to bring the operating system to “several models and brands”.

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

General Engines: The Hummer EV became the GM model to integrate the Android Automotive operating system into the full GAS suite. In addition to the HUMMER EV pickup, GMC has also reported that GAS will be available in 2022 Yukon and Yukon XL models and select trim levels of the 2022 GMC Sierra 1500. GAS is also available in select 2022 Chevrolet Tahoe, Suburban and Silverado models, and on the 2023 Cadillac Lyriq 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 under this umbrella to announce the integration of Android Automotive before the FCA-PSA merger, including the Ghibli, Levante and Quattroporte in addition to the Chrysler Pacifica and Dodge. Durango.

  • Announced: July 2020
  • Launch: 2023*
  • GAS integration: Not initially; Stellantis highlighted TomTom’s built-in navigation, Amazon Alexa voice assistance and SiriusXM 360L built into initial vehicles launched with Android Automotive.

Ford: Earlier in 2022, Ford said the launch of vehicles with Android Automotive would be delayed after announcing that the operating system would launch on “several Ford and Lincoln models”.

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

Lucid: Despite announcing Android Automotive OS, Lucid packs its own unique apps and uses Amazon Alexa as its primary voice assistant.

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

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

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

BMW: In June, the German automaker announced that it would expand its BMW OS 8 and integrate Android Automotive OS in certain model series.

  • Announced: June 2022
  • Launch: 2023*
  • GAS integration: not planned

Android Automotive Market Outlook

According to S&P Global’s Feature Technology Benchmarking, Android Automotive’s deployment growth rate is expected to be the largest over the next five years. Android Automotive will likely capture around 18% market share by 2027, up from around 1% currently. QNX, one of the leading proprietary automotive operating systems, has already seen its market share decline 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 result of the growth of Android Automotive and Automotive Grade Linux (AGL). We expect AGL to grow from its current share of 13.7% to around 23% of the overall market share by 2026. Generic Android, which currently holds around 32% of the market share, will decline slightly d 2026, but is still expected to account for more than a quarter of the market. the overall market. Unlike Android Automotive, which is a proprietary product from Google, Generic Android is an open source model.

One of the key developments in this space took place in early 2021 when Ford announced its move from QNX to Android Automotive. Currently, nearly 90 percent of Ford’s vehicles run on QNX, and that number will drop to nearly a third over the next five years. On the contrary, Android Automotive should equip 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 new app categories on Google Play, including navigation, charging and parking. With various upgrades expected over the next two years, over 80% of Volvo cars could run on Android Automotive OS by 2027.

Importance

As Android Automotive announcements continue to dominate the headlines, the focus must be on brands on the path to adopting GAS, which has major user experience (UX) and cost implications. of license. Many of these announcements including Rivian, BMW and Stellantis with Uconnect 5 still run on a generic Android base without the entire Google OS, middleware, platform and of course GAS . GAS has brought with it the renaissance of the in-vehicle app store, leveraging the world of consumer electronics more than ever before compared to previous versions we’ve seen in the past. While only 41 apps are currently available through the Play Store on Android Automotive, the list of apps specific to vehicle use cases (or at least optimized for vehicles) will continue to grow as adoption increases the customer base of car manufacturers and developers.

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 that the best path to a personalized application environment is to create an experience unique to their brand identity. The major Apple CarPlay upgrade announced earlier in June also paves the way for a Cupertino-themed interior, should an automaker want to allow basic vehicle data to enter the CarPlay realm, which could also provide a very competitive environment from the end customer’s point of view. Time will tell whether or not automakers will embrace the new version of Apple Carplay, but the automotive infotainment space is certainly heating up, with Google currently taking the lead.

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

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