JustRevisited schreef op 14 februari 2023 09:55:
[...]
Het is ook het
externe verhaal dat Google in 2018 twee contracten won van TomTom. Een kleintje van Volvo (50 miljoen contractwaarde) en eentje van Renault waarbij TomTom nog steeds in Renault zit en in Nissan en Mitsubishi.
Dit is wat Goddijn zei over wat er na 2018 gebeurde…
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Capital Markets Day 2022 November 2, 2022 Full-day transcript
We've seen some wins, and they are significant, let's not make it smaller than it is. But a couple of things have happened.
So, the number of wins – after a strong start, they haven't added more contracts. So, I think that's one sign. And the second sign is that there is a bit of feedback coming now from the carmakers. That is not all that positive. There are two main issues.
First of all, there’s a lack of visibility on the product roadmap. So, if you build a car, you want to plan three to five years ahead. But the information you get from that important software vendor has a much shorter timeframe. So, that is emotionally very difficult for carmakers to build a car, not knowing what will go into the dashboard when SOP is there. That's a problem.
The other problem is that there’s very little visibility of what happens to the car after it left the factory. So, another thing that we pick up, is that the data sharing is not there. So, you have it, you ship the car, and ways to interact with your customer are not that great.
Now, what does that mean? I think the model they have with GAS, everything in one thing, take it or leave it, and you can’t change anything, and we can't tell you about the roadmap. I think that model’s not going to work.
I think that will sizzle out.
That's not to say that Google will withdraw from the space, I think that would be too optimistic. But that modelistic approach of this is what it is, and you have to wait to see what you will get by the time the car leaves the factory. My personal view is that that is not a winning approach.