GM Reverses Course, Brings Apple CarPlay Back to Its Vehicles

Product / TechIndustry
โดย Yahoo Finance·US·Read original
Summary · why it matters

General Motors is bringing Apple CarPlay and Android Auto back to its vehicles, reversing its 2023 decision to strip the smartphone projection systems from its lineup. The company this week unveiled a new infotainment interface, debuting on the 2027 Chevrolet Silverado and GMC Sierra pickups, that folds smartphone projection back into the dashboard alongside GM's native system. GM had said it would gradually remove CarPlay from its entire lineup, but that move never happened, and surveys at the time found 79% of new-car buyers would only consider a vehicle that offered CarPlay, which was available on 98% of new cars sold. GM executives had targeted 20% profit margins on new digital businesses by 2030 through subscription revenue and driver data tied to owning the software layer, and CFO Paul Jacobson had promised the Google partnership would deliver an experience customers would love. The new system places CarPlay and Android Auto within a large card on the redesigned home screen next to native apps for trailering, vehicle status, and an interactive map, and GM said the interface will roll out to its pickups before expanding across the broader lineup. Rival Ford never dropped CarPlay, with CEO Jim Farley noting that 70% of Ford customers are Apple customers.

Impact on stocks 5

Artificial Intelligence▲ · 3 stocks
Apple Inc.
AAPL
▲ PositiveDemandrelevance

GM reversing course and restoring CarPlay/Android Auto expands Apple's in-car software presence across GM's lineup.

Alphabet Inc Class C
GOOG
± MixedCompetitionrelevance

GM's new interface keeps its native Google-built system alongside CarPlay, so the Google partnership persists but loses exclusivity of the software layer.

Electrification & Mobility▲ · 2 stocks
General Motors Company
GM
± MixedTechnologyrelevance

GM reverses its 2023 decision and redesigns its infotainment interface to fold CarPlay and Android Auto back into its vehicles.

Ford Motor Company
F
▲ PositiveCompetitionrelevance

Ford is cited as never dropping CarPlay, contrasting favorably with GM's reversal and highlighting its Apple-customer base.

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