Are automakers about to be swallowed up by GAFA?

It’s a necessary component of the automobiles of tomorrow: knowledge. That is even what’s Most worthy. It represents all on-board knowledge, ie all related providers comparable to the usage of navigation. So to handle this knowledge, innovate and enhance driving aids, automobile producers name on the very best: the giants of tech. Volkswagen has signed a partnership with Microsoft, Toyota with Amazon and Renault with Google.

The chance is then to seek out oneself utterly swallowed up by the tech firm. On the inventory market, it’s typically 100 instances extra valued than a automobile producer … Luca de Meo, the CEO of Renault has understood this properly. And he assured in the course of the presentation of his newest strategic plan that Renault will finally turn out to be a “know-how firm that integrates automobiles”. And never the opposite approach round. This collaboration may also be strengthened. In a number of months, the Megane e-vision might be launched, the primary automobile with the built-in Android working system. No want to attach by way of your smartphone anymore.

Rivian “is the principle competitor recognized sooner or later for Tesla”

There’s due to this fact no query, for the second, of seeing a Google Automotive or an Apple Automotive on the roads. The know-how of historic producers permits them to withstand since making a automobile is straightforward, however tens of millions, it turns into way more complicated. Like Tesla, which got here near chapter initially of its exercise.

So to overcome the market, backed by this expertise, the kings of knowledge select completely different fashions. Both they depend on a historic producer, like Apple is making an attempt to do, or they spend money on a start-up to get tailored, as Amazon is doing with Rivian. For Guillaume Kerbrat, it makes no thriller, Rivian “is the principle competitor recognized sooner or later for Tesla”. “The Amazon van, the autonomous supply automobile pushed by an worker of the group, even when it’s not meant to provide shopper automobiles underneath its model, will deliver to the market automobiles that might be in direct competitors with its companions, ”he continues. Amazon has already ordered 100,000 from its associate.

The GAFA won’t instantly turn out to be producers … however the contractors. Proof that this cohabitation won’t be simple lies within the failed merger between Apple and Nissan. The American large wished an “Apple Automotive”, nevertheless it was not possible for the Japanese producer for the identify of Nissan to vanish. He risked being seen as a mere provider.

A course of largely underway in China

It isn’t simply GAFAs which can be gaining floor on automobile producers. Their Chinese language equivalents BATX (for Baidu, Alibaba, Tencent and Xiaomi) are additionally occurring the assault. Cell phone maker Xiaomi, for instance, has simply introduced a $ 10 billion funding by 2030 in electrical automobiles in partnership with one of many largest SUV producers in China.

For its half, Alibaba, the Chinese language Amazon, and SAIC Motor, the number one producer within the nation, have simply launched a model of high-end electrical automobiles.

It’s a necessary component of the automobiles of tomorrow: knowledge. That is even what’s Most worthy. It represents all on-board knowledge, ie all related providers comparable to the usage of navigation. So to handle this knowledge, innovate and enhance driving aids, automobile producers name on the very best: the giants of tech. Volkswagen has signed a partnership with Microsoft, Toyota with Amazon and Renault with Google.

The chance is then to seek out oneself utterly swallowed up by the tech firm. On the inventory market, it’s typically 100 instances extra valued than a automobile producer … Luca de Meo, the CEO of Renault has understood this properly. And he assured in the course of the presentation of his newest strategic plan that Renault will finally turn out to be a “know-how firm that integrates automobiles”. And never the opposite approach round. This collaboration may also be strengthened. In a number of months, the Megane e-vision might be launched, the primary automobile with the built-in Android working system. No want to attach by way of your smartphone anymore.

Rivian “is the principle competitor recognized sooner or later for Tesla”

There’s due to this fact no query, for the second, of seeing a Google Automotive or an Apple Automotive on the roads. The know-how of historic producers permits them to withstand since making a automobile is straightforward, however tens of millions, it turns into way more complicated. Like Tesla, which got here near chapter initially of its exercise.

So to overcome the market, backed by this expertise, the kings of knowledge select completely different fashions. Both they depend on a historic producer, like Apple is making an attempt to do, or they spend money on a start-up to get tailored, as Amazon is doing with Rivian. For Guillaume Kerbrat, it makes no thriller, Rivian “is the principle competitor recognized sooner or later for Tesla”. “The Amazon van, the autonomous supply automobile pushed by an worker of the group, even when it’s not meant to provide shopper automobiles underneath its model, will deliver to the market automobiles that might be in direct competitors with its companions, ”he continues. Amazon has already ordered 100,000 from its associate.

The GAFA won’t instantly turn out to be producers … however the contractors. Proof that this cohabitation won’t be simple lies within the failed merger between Apple and Nissan. The American large wished an “Apple Automotive”, nevertheless it was not possible for the Japanese producer for the identify of Nissan to vanish. He risked being seen as a mere provider.

A course of largely underway in China

It isn’t simply GAFAs which can be gaining floor on automobile producers. Their Chinese language equivalents BATX (for Baidu, Alibaba, Tencent and Xiaomi) are additionally occurring the assault. Cell phone maker Xiaomi, for instance, has simply introduced a $ 10 billion funding by 2030 in electrical automobiles in partnership with one of many largest SUV producers in China.

For its half, Alibaba, the Chinese language Amazon, and SAIC Motor, the number one producer within the nation, have simply launched a model of high-end electrical automobiles.

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