Dear Apple and Google: Now You're F&ed
The Market Ticker ® - Commentary on The Capital Markets
Posted 2013-01-08 10:18
by Karl Denninger
in Technology
Ignore this thread
Dear Apple and Google: Now You're F&ed
 

Go ahead, tell me that this doesn't matter -- if you dare:

LAS VEGAS, 2013 International CES (North Hall, Booth 1837), January 8 — QNX Software Systems Limited, a global leader in software platforms for in-car electronics, today announced that Delphi Automotive (NYSE: DLPH) has chosen the QNX CAR™ application platform 2.0 for use in next-generation infotainment systems.

This week, at CES, Delphi will demonstrate how it has leveraged the HTML5 framework in the QNX CAR application platform to create a powerful graphics system for automotive use. Visit the Delphi booth in the North Hall, #730.

Oh my, it was nice knowing all those other platforms for this sort of application.  Delphi has been working with QNX for quite some time, but this is a pretty-serious announcement, and it has broad implications for both RIMM (which owns QNX now) and the other "smart device" makers.

This one caught me by surprise, but it makes perfect sense given the long relationship.  It both bodes very well for RIMM while at the same time being very bad news for its competition, none of which have made any material inroad into the in-vehicle space.

Technology matters more than hype in the end.

Discussion below (registration required to post)
 

Main Navigation
Full-Text Search & Archives
Archive Access
Get Adobe Flash player





Blogtalk 3:30 CT Mondays
Items To Look At


Discuss The Capital Markets along with daily technical analysis with our Gold Donor program.

Where We Are, Where We're Heading (2013) - The annual 2013 Ticker

Links and Blogroll
Our policy on reciprocal links: Send us an email with your information and why you think your blog or news site would make a good addition - in most cases reciprocal link requests will be granted.
Legal Disclaimer

The content on this site is provided without any warranty, express or implied. All opinions expressed on this site are those of the author and may contain errors or omissions.

NO MATERIAL HERE CONSTITUTES "INVESTMENT ADVICE" NOR IS IT A RECOMMENDATION TO BUY OR SELL ANY FINANCIAL INSTRUMENT, INCLUDING BUT NOT LIMITED TO STOCKS, OPTIONS, BONDS OR FUTURES.

The author may have a position in any company or security mentioned herein. Actions you undertake as a consequence of any analysis, opinion or advertisement on this site are your sole responsibility.

Looking for "The Best of Market Ticker"? Check out
Ticker Classics.

Visit the forum to discuss this and other investing-related topics; see the FAQ on the forum for information about Gold Donor status including access to our technical analysis video server.

Market charts, when present, used with permission of TD Ameritrade/ThinkOrSwim Inc. Neither TD Ameritrade or ThinkOrSwim have reviewed, approved or disapproved any content herein.

The Market Ticker content may be reproduced or excerpted online for non-commercial purposes provided full attribution is given and the original article source is linked to. Please contact Karl Denninger for reprint permission in other media or for commercial use.

Submissions may be sent "over the transom" to The Editor at any time. To be considered for publication your submission must include full and correct contact information and be related to an economic or political matter of the day. All submissions become the property of The Market Ticker.

Leads on stories of current economic and political interest are always welcome. Our fax tip line is 850-897-9364; please include contact information with your transmission.

 
Comments.......
User: Not logged on
Login Register Top Blog Top Blog Topics FAQ
User Info Dear Apple and Google: Now You're F&ed in forum [Market-Ticker]
Ckaminski
Posts: 1583
Incept: 2011-04-08
Green
Report This As A Bad Post Add To Your Ignored User List
Neither Google nor Apple have been attempting to penetrate the in-car market. Only Microsoft has, and other proprietary offerings. Who cares about the in-car market? A 3G iPad or Xoom with Waze is 10x better than anything else you can put in your car today. Add a bluetooth OBD probe and it blows Sync out of the water.

In car systems are a dead-end, IMHO. iPads and Android tablets are so much more capable for 1/3rd the cost.
Reddy
Posts: 3
Incept: 2009-09-11

Report This As A Bad Post Add To Your Ignored User List
Google is definitely trying to penetrate the in car market. What do you think their plans are for the driver-less car? Do you believe Google expects those passengers to just stare out the window while the computer drives them around?

Microsoft is just doing what it thinks everyone else is doing.

Apple expects cars to include proprietary docks for their devices and that you'll upgrade your car when they introduce a new connector.

I don't think anyone will gain much ground here till better interfaces are designed. It seems with every mobile OS release my ability to interact with the device is degraded by stupid design decisions.

Reason: Had to crap on MS and Apple too.
Aquapura
Posts: 131
Incept: 2012-04-19

Land of 10,000 taxes
Report This As A Bad Post Add To Your Ignored User List
So if Delphi is going with QNX I should expect to see this in a bunch of GM vehicles in the future. Too bad I won't be buying any GM vehicles.
Tz
Posts: 785
Incept: 2007-09-18
Green
varies
Banned
Report This As A Bad Post Add To Your Ignored User List
Ford is into Microsoft's sync (or for Nokia, sink).

There is no Win-8 capabilities in such a device so they aren't part of any ecosystem.

In-vehicle won't work except as a peripheral. Qnx isn't going to call, at best it will be a bluetooth or wifi endpoint. It might have voice recognition, but will have to pull contacts from a tablet or phone.

They may or may not be able to get live traffic. How will they update maps? A phone/tablet cradle would be more effective.

In-vehicle is a niche. The fancier, the more expensive. And the manufacturers have to disable most things while the vehicle is moving for liability reasons. And QNX is the engine. It still needs a good UI/UX, and that is easy to get obnoxiously wrong.

----------
"I am become debt, destroyer of worlds"
Rvacha
Posts: 8298
Incept: 2008-10-03
Gold
Cleveland
Report This As A Bad Post Add To Your Ignored User List
Is the story here QNX (really good stuff) or is it HTML5? I think HTML5. Nokia CEO Elop stirred things up yesterday (people thought he was leaving the door open to jump from Windows Phone to Android) when he said
Quote:
"In the current ecosystem wars we are using Windows Phone as our weapon. But we are always thinking about what's coming next, what will be the role of HTML 5, Android... HTML5 could make the platform itself—being Android, Windows Phone or any other—irrelevant in the future, but it's still too soon to tell. Today we are committed and satisfied with Microsoft, but anything is possible."

http://www.wpcentral.com/stephen-elop-po....

----------
"I suggest you panic." - Hugh Hendry

Otiswild
Posts: 5627
Incept: 2009-03-09
Green
Inside you, the force is!
Report This As A Bad Post Add To Your Ignored User List
Compared to mobile devices: smiley

Quote:
Apple expects cars to include proprietary docks for their devices and that you'll upgrade your car when they introduce a new connector.


My car has a bog-standard USB2 port which accepts a number of different sort of things (flash sticks, Apple cables, micro-USB) and the headend somehow seems to be able to figure the connected devices out. The infotainment system also runs on linux, on PPC IIRC, and will accept flash drives formatted in ext3 along with FAT*
Mdm
Posts: 333
Incept: 2010-10-13

South Florida
Report This As A Bad Post Add To Your Ignored User List
Quote:
A 3G iPad or Xoom with Waze is 10x better than anything else you can put in your car today. Add a bluetooth OBD probe and it blows Sync out of the water.


Yeah, because pulling out your ipad to look up directions while traveling 80 mph on the highway is the smart thing to do. There is a lot of value in being able to access your technology from your steering wheel. While the market may not be as big as the tablet market as a whole, there is plenty of money to be made here.

Reason: typo
Ckaminski
Posts: 1583
Incept: 2011-04-08
Green
Report This As A Bad Post Add To Your Ignored User List
http://www.cellphoneshop.net/carmoforta.....

If using an in-car system is doable, then so is using a tablet on a dash mount.

Siri may suck, but voice call hasn't been the panacea most claim it is - and it doesn't work if the window is down or you have screaming kids in the back seat. *shrug*

Reason: voice call crap.
Goldmanssack
Posts: 1080
Incept: 2009-07-08
Gold
There is no pain, you are receding
Report This As A Bad Post Add To Your Ignored User List
BMW's iDrive system has been QNX-based since late 2008.

----------
"But like every one of the superstates that preceded it, it has one iron rule: logic is an enemy and truth is a menace" - The Obsolete Man, Twilight Zone
Degaston
Posts: 2264
Incept: 2007-07-27
Green
Report This As A Bad Post Add To Your Ignored User List
The real future for in-car systems will be when they start exposing the status information on its systems/components and levels via interchangeable web services which drivers can plug into using commercial user friendly user applications providing meaningful information and alerts. Imagine being able to plug-in a Windows Store Solution or iPhone app or Android app to pick up the car's local server web services with full authentication & authorization services and the apps providing useful information/smarts on how healthy your vehicle is performing, recommended fluids/services, and predictions on when various systems/components are going to need maintenance and/or replacement. Please let me know when we have a healthy Vehicle Web services (VWS) market :)

----------
3/17/2013: Bullish on nothing - 100 percent in cash.
Rvacha
Posts: 8298
Incept: 2008-10-03
Gold
Cleveland
Report This As A Bad Post Add To Your Ignored User List
Quote:
BMW's iDrive system has been QNX-based since late 2008

And more recently they've been rolling out Google services on that platform...

----------
"I suggest you panic." - Hugh Hendry
Goldmanssack
Posts: 1080
Incept: 2009-07-08
Gold
There is no pain, you are receding
Report This As A Bad Post Add To Your Ignored User List
Could even use the VWS tech to have cars talk to each other and drive together in formation.

Wonder if that's what Google is doing?

----------
"But like every one of the superstates that preceded it, it has one iron rule: logic is an enemy and truth is a menace" - The Obsolete Man, Twilight Zone

Bagbalm
Posts: 4262
Incept: 2009-03-19
Green
Just North of Detroit
Report This As A Bad Post Add To Your Ignored User List
Something else to puff up the price of the car that has nothing to do with its function.
Peterm99
Posts: 4993
Incept: 2009-03-21
Gold
SoCal
Report This As A Bad Post Add To Your Ignored User List
Bagbalm -

Yep. Back in the "good old days", one would buy a car with the cheapest, crappiest AM-only radio, and then, after taking delivery from the dealer, select the coolest after-market stereo system, speakers, etc. one wanted for just a couple of hundred bucks or even less.

Nowadays, the radio, CD, phone, NAV, etc., etc. systems are so damn integrated into the car that it's a small fortune to modify/upgrade/repair/whatever, if it can be done at all without screwing up the computer system that actually runs most of the rest of the car.

Just another example, IMO, of when "progress" really isn't.

----------
". . . the Constitution has died, the economy welters in irreversible decline, we have perpetual war, all power lies in the hands of the executive, the police are supreme, and a surveillance beyond Orwell’s imaginings falls into place." - Fred Reed

Mdporter
Posts: 560
Incept: 2008-02-26

San Jose, CA
Report This As A Bad Post Add To Your Ignored User List
Microsoft's offering for cars is only in fords, and apparently has been plagued by bugs over the years. It's also standard only in some models, not all models.

who cares if it is going in only GM cars? You can take your portable device (iPad, android whatever) into any car.

Many cars are even eliminating the old DIN and Double DIN car stereo standard. If you don't buy a good system to start out with, chances are upgrading will cost a fortune because all the work will be custom.

Ribbit
Posts: 1781
Incept: 2007-09-10
Green
Wales, UK
Report This As A Bad Post Add To Your Ignored User List
Must admit when I'm driving/riding the bike anywhere in the UK, the radio/sound system and even the phone are turned off.

On the Continent, I don't even have the satnav in view, it's hidden away and I go by text to speech through earbuds only (and it had better not nag me, or p!$$ me off, or that goes off too).

It's not actually hard finding anywhere (got from almost in the Ukraine to home just navigating by the sun when the satnav died on me - if cloudy, a compass would do, or the stink of corruption in Brussels - it's actually more fun without maps - I am never lost, I am in search of unexpected new friends and roads with interesting bends and Tapas bars along them *grins*), and I prefer to 'get into the road' when traveling. These days traveling is expensive entertainment, so I relish every moment without distractions.
Which helps keep me alive on the bike I suppose.
Technology can be a right pita at times. I remember once in Spain, being inland somewhere south of Valencia, going round a hilltop village with 9 roads coming off it (about half were dirt tracks), and every road was the wrong one according to the satnav. So "F*** THIS!" switched the damned thing off, the Med is somewhere due east, it's still early morning, so take the metalled road heading into the sun until we hit a damned main road. Switched the satnav back on, and suitably chastened, it got its sh!t together for the rest of the day.
I don't think we are progressing, I think we are going backwards at a rate of knots.
Wake me back up when there's a V12 supercharged T Rex in the showroom, with no sounds, trim pack, or engine management options. A gun rack would be ok though.

----------
If the State was a Nanny, it would have been fired for incompetence, unreliability, and having its hands in the till, a very long time ago now.
Dashingdwl
Posts: 9764
Incept: 2007-06-26
Gold
los angeles
Report This As A Bad Post Add To Your Ignored User List
I'm really happy with my Microsoft Sync.

----------
When you are hard and disciplined, you can be principled. People fear you because they have no leverage against you. It's the truest form of Liberty.
Ddebernardy
Posts: 81
Incept: 2009-08-13

Report This As A Bad Post Add To Your Ignored User List
Quote:
Technology matters more than hype in the end.


If it did, we'd all be using Lisp machines, instead of being stuck in a Windows/Unixy world full of C C++, C#, Obj-C, Java and other pukes of a language.
Schwantz
Posts: 5816
Incept: 2007-11-12
Green
Toronto
Report This As A Bad Post Add To Your Ignored User List

----------
When the system is corrupt absolutely you must seek representation by those who are absolutely incorruptible.
Login Register Top Blog Top Blog Topics FAQ