Strategic Analysis of Google, Amazon, and Microsoft in the Global Connected Car Ecosystem, Growth Opportunities

In-vehicle Software Market to See Turnover of Nearly $2 billion by 2030 with the Evolution of Automotive Software and the IT-OEM C

INDUSTRY
Artificial Intelligence - AI

RELEASE DATE
21-Dec-2021

REGION
Global

DELIVERABLE TYPE
Market Research

RESEARCH CODE
PBC3-01-00-00-00

SKU
AU02273-GL-MT_26122

$4,950.00

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SKU

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Description

In the near future, cars will function similar to how smartphones or even smart devices are utilized today, an evolutionary leap from their original role as merely transportation hardware. Automakers must recognize this impending shift and transform their vehicles into digital hubs as soon as feasible. Although this new form of operation will spell success for automakers, the technological shift will need either in-sourcing or, preferably, outsourcing from corporations such as Google, Amazon, and Microsoft—the tech heavyweights. The trend toward outsourcing is clear, and auto manufacturers are racing to improve the end-customer ownership experience—which implies that they must integrate the consumer electronics world into the in-vehicle experience.

This research service focuses on the vision/mission; automotive strategies; connected vehicle strategies; strengths, weaknesses, opportunities, and threats (SWOT) analysis; and value propositions for each organization in the connected car industry. Frost & Sullivan has analyzed the in-vehicle software solutions strategically to establish each company's posture for enabling technology leadership in the general automotive sector.

The study looks at the extent to which IT behemoths have entered the automotive domain, particularly connected cars, as well as their future prospects. These competitors' histories are included to help readers understand their strategies in the connected car arena. Several elements define the capacity of IT companies in general and of these IT giants in particular. As a result, the report covers the benchmarks for connected car solutions that the IT giants will most likely prioritize. This would encompass, for example, automotive operating systems, digital assistants, connected services, and cloud services. Some of the topics covered include the capabilities that IT businesses provide and how these talents might benefit automotive firms. Other detailed capabilities include providing numerous cloud models, computing capabilities, networking instances, superior security, artificial intelligence and machine learning competency, solution customization, and numerous business models and collaborations.

Case studies for each company's solution type, particularly in terms of cloud capabilities, demonstrate the degree of the tech titans’ skills and why they would be ideal partners for automakers.

Finally, the research discusses growth opportunities for both tech companies and automakers. Opportunities include connected and autonomous car development, a lack of in-house expertise in/awareness of new technologies, and the assistance needed by automakers from IT giants. Overall, the research analyses strategies for automakers and hints at outsourcing user interface (UI) and user experience (UX) creation to tech giants in order to retain telematics capabilities by leveraging and monetizing data management capabilities from tech behemoths.

Ultimately, this report depicts a scenario for connected cars in consideration of the lessons learned from Nokia's fall in the smartphone market, highlighting solutions for overcoming such circumstances and encouraging automakers to become cognitive enterprises of the future in collaboration with tech giants.

Table of Contents

Strategic Imperatives

Why Is It Increasingly Difficult to Grow?

The Strategic Imperative 8™

The Impact of the Top 3 Strategic Imperatives on the Connected Car Ecosystem

Growth Opportunities Fuel the Growth Pipeline Engine™

Tech Giants—Growth Opportunity Analysis

Tech Companies in the Connected Car Market—Scope of Analysis

Connected Car Segmentation for SW Companies

Key Competitors for Connected Car IT Giants

Key Growth Metrics

Growth Drivers for IT Companies in Connected Cars

Growth Restraints for IT Companies in Connected Cars

Forecast Assumptions

Total Addressable Market—In-Vehicle SW Opportunity Forecast

IVI Operating System Unit Shipment and Market Share Forecast

Industry Analysis

Connected Services Challenges Customers Face

Automakers’ Cloud Challenges and Expectations

Company Profiles

Vision/Mission Statements of Tech Giants

Connected Car Playground for Tech Giants

Google—Automotive Strategy

Amazon—Automotive Strategy

Microsoft—Automotive Strategy

Tech Giants’ Positioning—Enabling Technology Leadership

General Factors or Capabilities Explained

General Factors or Capabilities of Tech Giants

Google’s Strengths and Weaknesses

Microsoft’s Strengths and Weaknesses

Connected Car Solutions Strategy

Connected Car—Comparative Strategic Analysis

Google Strategies

Case Study—Google’s End-to-end Solution

Amazon’s Connected Car Solutions

Case Study—Amazon’s Connected Vehicle Ecosystem

Microsoft’s Connected Car Solutions

Case Study—Microsoft as a Neutral Server

Case Study—Cisco Jasper Control Center

Solutions Portfolio—Operating System

Google Android Automotive

Case Study—Android Automotive Operating System

Microsoft’s Windows Embedded

Case Study—Windows Embedded Automotive

Operating System Strategies

Case Study—Google vs. Apple: Operating System Strategies

Operating System Automakers Partnerships

Operating System Competences

Digital Assistants

Top Digital Assistants Used in Vehicles

Google Assistant

Amazon Alexa

Case Study—Amazon Alexa: Voice-as-a-Service

Microsoft Cortana

Tech Giant Strategies for Digital Assistants

Digital Assistants—Partnerships

Digital Assistant Competences Explained

Digital Assistant Competences

Automotive Cloud

Automakers Approach toward Cloud and Data Management

Cloud Technology Partners—Highlights

General Automotive Cloud Partnerships and Strategies

Connected Car Cloud—Platform Development Strategies

Connected Car Cloud Partnerships and Benefits for Automakers

Connected Car Cloud Partnerships and Benefits for Automakers (continued)

Google Cloud Platform

Case Study—Google’s End-to-end Solution

Google Cloud Connected Car Platform Schematic

AWS Connected Vehicle Solution

AWS Connected Vehicle Solution Schematic

Microsoft Azure (or MCVP)

Microsoft Azure (or MCVP) (continued)

Cloud Competences—Services Portfolio

Clients and Partnerships

Google Automotive Partner Ecosystem

Amazon Automotive Partner Ecosystem

Microsoft Automotive Partner Ecosystem

Growth Opportunity Universe

Growth Opportunity 1—In-vehicle Entertainment, a Lucrative Opportunity for IT Companies

Growth Opportunity 1—In-vehicle Entertainment, a Lucrative Opportunity for IT Companies (continued)

Growth Opportunity 2—Autonomous Vehicle Use Cases

Growth Opportunity 2—Autonomous Vehicle Use Cases (continued)

Growth Opportunity 3—Automakers' Technology Know-How Development Assisted by IT Companies

Growth Opportunity 3—Automakers' Technology Know-How Development Assisted by IT Companies (continued)

Next Steps

Your Next Steps

Why Frost, Why Now?

List of Exhibits

List of Exhibits (continued)

Legal Disclaimer

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Details

In the near future, cars will function similar to how smartphones or even smart devices are utilized today, an evolutionary leap from their original role as merely transportation hardware. Automakers must recognize this impending shift and transform their vehicles into digital hubs as soon as feasible. Although this new form of operation will spell success for automakers, the technological shift will need either in-sourcing or, preferably, outsourcing from corporations such as Google, Amazon, and Microsoft—the tech heavyweights. The trend toward outsourcing is clear, and auto manufacturers are racing to improve the end-customer ownership experience—which implies that they must integrate the consumer electronics world into the in-vehicle experience. This research service focuses on the vision/mission; automotive strategies; connected vehicle strategies; strengths, weaknesses, opportunities, and threats (SWOT) analysis; and value propositions for each organization in the connected car industry. Frost & Sullivan has analyzed the in-vehicle software solutions strategically to establish each company's posture for enabling technology leadership in the general automotive sector. The study looks at the extent to which IT behemoths have entered the automotive domain, particularly connected cars, as well as their future prospects. These competitors' histories are included to help readers understand their strategies in the connected car arena. Several elements define the capacity of IT companies in general and of these IT giants in particular. As a result, the report covers the benchmarks for connected car solutions that the IT giants will most likely prioritize. This would encompass, for example, automotive operating systems, digital assistants, connected services, and cloud services. Some of the topics covered include the capabilities that IT businesses provide and how these talents might benefit automotive firms. Other detailed capabilities include providing numerous cloud models, computing capabilities, networking instances, superior security, artificial intelligence and machine learning competency, solution customization, and numerous business models and collaborations. Case studies for each company's solution type, particularly in terms of cloud capabilities, demonstrate the degree of the tech titans’ skills and why they would be ideal partners for automakers. Finally, the research discusses growth opportunities for both tech companies and automakers. Opportunities include connected and autonomous car development, a lack of in-house expertise in/awareness of new technologies, and the assistance needed by automakers from IT giants. Overall, the research analyses strategies for automakers and hints at outsourcing user interface (UI) and user experience (UX) creation to tech giants in order to retain telematics capabilities by leveraging and monetizing data management capabilities from tech behemoths. Ultimately, this report depicts a scenario for connected cars in consideration of the lessons learned from Nokia's fall in the smartphone market, highlighting solutions for overcoming such circumstances and encouraging automakers to become cognitive enterprises of the future in collaboration with tech giants.

More Information

More Information
Deliverable Type	Market Research
No Index	No
Podcast	No
Predecessor	NA
Author	Suhas Gurumurthy
Industries	Automotive
WIP Number	PBC3-01-00-00-00
Is Prebook	No
GPS Codes	9800-A6,9A70-A6,9B13-A6

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Strategic Analysis of Google, Amazon, and Microsoft in the Global Connected Car Ecosystem, Growth Opportunities

In-vehicle Software Market to See Turnover of Nearly $2 billion by 2030 with the Evolution of Automotive Software and the IT-OEM C