The Android Automotive Operating System (OS) is expected to experience strong growth within infotainment system space over the next five years. Since its introduction in 2017, the OS has been integrated into 13 vehicle models. The standout feature is Google Automotive Services (GAS), which offers automakers a suite of services, including Maps, Play Store, and Assistant. The recent key partnerships, market growth figures, and impact of GAS are explored in this blog post.
Automakers partnering with Google for its Android Operating System and GAS (Google Automotive Services)
- Geely (Polestar and Volvo): April 2022: Volvo extended GAS services to XC90 and V60 models.
- Renault-Nissan-Mitsubishi: September 2021: Renault partnered with Qualcomm and Google to power the Mégane E-Tech EV’s digital cockpit with Android Automotive OS.
2018: The Renault-Nissan-Mitsubishi Alliance partnered with Google to integrate the OS across multiple models and brands. - General Motors: November 2021: The Hummer EV became the first GM model to integrate Android Automotive OS with the full suite of GAS.
- Stellantis: 2023: Plans to launch the OS in its vehicles. First brand to announce Android Automotive integration: Maserati (Ghibli, Levante, and Quattroporte), Chrysler Pacifica, and Dodge Durango.
- Ford: 2023: Delayed launch of vehicles with Android Automotive.
- BMW: 2023: Plans to expand BMW OS 8 and integrate Android Automotive OS into certain model series.
Market Growth Figures and Impact:
- S&P Global predicts Android Automotive’s deployment growth rate to be the largest in the next five years.
- Android Automotive is expected to capture around 18% of the market share by 2027, compared to 1% currently.
- QNX’s market share is anticipated to drop to just over 5% by 2027.
- Automotive Grade Linux (AGL) is forecasted to rise from 13.7% to around 23% of the overall market share by 2026.
- Generic Android is predicted to marginally decline by 2026 but still comprise over a quarter of the overall market.
GAS adoption brings significant user experience (UX) and license cost implications. With the introduction of an upgraded Apple CarPlay, the automotive infotainment space is heating up, with Google currently taking the lead