Aandeel TomTom AEX:TOM2.NL, NL0013332471

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Dutchy Ron schreef op 3 maart 2023 09:13:

Fisker is heel belangrijk voor TT ….. ik heb hoge verwachtingen van Fisker als het gaat om prijs/kwaliteit …..en daar draagt TT aan bij met hun digitale cockpit. Als Fisker laat zien dat een vette EV/AV voor 25k mogelijk is dan zetten ze heel wat spelers te kakken.

Eerst moet er een OEM zijn die vertrouwen heeft in TT en in praktijk blijkt dat het een succes is. Dat is een win-win voor zowel TT als Fisker.

Het kan TT een enorme boost geven denk ik. Andersom ook als het een fiasco wordt natuurlijk …… maar er wordt heel veel getest dus dat word het niet ….. het kan alleen wat uit de planning lopen.

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Dutchy Ron schreef op 2 maart 2023 10:45:

Navigation from TomTom
The list of apps for the Cariad Application Store is continuously being expanded. The first partners of the store include, for example, the streaming services Spotify, Amazon Music, TuneIn, Tidal and Tubi, The Weather Channal, the gaming hub FRVR, the POI service Yelp, Stingray Karaoke, the social media service TikTok, Parkwhiz, the charging app Plugshare, the smart home platform Home Assistant, the open web browser Vivaldi and the collaboration app Webex from Cisco. Mercedes recently added the latter to its offering. By the way, unlike Mercedes, Google Maps is not part of the VW Group’s offer; Cariad relies on the Dutch provider TomTom for navigation.

www.eenewseurope.com/en/vw-group-laun...

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Dutchy Ron schreef op 3 maart 2023 11:38:

[...]

Made in collaboration with Samsung’s Harman, Volkswagen’s new software platform brings lots of apps

The app store will feature a lot of familiar apps for EV charging, gaming, music and podcast streaming, news, parking, smart home integration, social media, video conferencing, weather, and more. The first set of apps on the store includes Amazon Music, Spotify, The Weather Channel, Tidal Music, TikTok, Vivaldi, and Yelp. These apps will reportedly be designed with UX that’s safe for car use. The Volkswagen Group is in talks with Google to bring native Google Maps navigation.

www.sammobile.com/news/volkswagen-car...

Het is maar net welk artikel je leest en wie je moet geloven.
Het is gewoon afwachten welke rol TT gaat spelen bij Cariad en VW.

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Dutchy Ron schreef op 3 maart 2023 12:12:

With its latest strategy update Mercedes has defined a unique path that embraces the range of Google assets without a complete capitulation to GAS adoption. It is a first for the industry and will be watched closely if not widely adopted by many other auto makers.

The announcement is most ominous for Mercedes’ joint venture partnership with map-maker HERE. Not only was HERE not mentioned during the event, but Google Cloud CEO Thomas Kurian was on hand to introduce the range of Google Places assets that will be deployed in future Mercedes vehicles thanks to the new architecture and platform. (The Mercedes presenter expressed his excitement at Google’s “G” logo popping up in millions of Mercedes vehicles via a soon-to-be-launched software update.)

The import of this industry inflection point is hard to over-state. Mercedes joined Audi and BMW in a joint venture investment in HERE eight years ago. The highly unusual move was clearly intended to build a bulwark of automotive industry independence in the face of Google’s impending hegemony in mapping and navigation.

Clearly the hope was that HERE – and its duopolist rival TomTom – would continue to refine the in-dash navigation experience preserving a core in-vehicle value proposition intended to serve as the foundation of a safer driving vision ultimately encompassing automated driving. The Mercedes announcement appears to be tossing aside the value of this investment without acknowledging that Googlemaps is so-far ill-suited to the task of automated or semi-automated driving still prioritized by Mercedes in its Level II and Drive Pilot Level III solutions.

Mercedes not only failed to clarify the role of mapping in its autonomous driving plans, it also failed to clarify its autonomous driving philosophy. What is the Mercedes equivalent of General Motors’ Super Cruise? Does Mercedes believe in hands free or hands-on semi-autonomous driving? Will its “industry first” Level III Drive Pilot solution be the focal point – as Mercedes ramps up the system’s maximum velocity?

This, too, was something of a failure as Mercedes noted the regulatory approval of Drive Pilot in the U.S. in a single state: Nevada. Clearly Drive Pilot is an unleverage-able marketing asset. More importantly, though, the presentation failed to make clear how Drive Pilot or automated lane changing would fundamentally alter the nature of driving a Mercedes vehicle. As a further note, there was no bold claim that Mercedes would accept the responsibility for any driver mishaps occurring with these systems.

As for the embrace of Google, the presentation marked a massive industry turning point as Google appeared to lower its restrictions and unbundle its service portfolio from the user experience for the first time specifically at the behest of Mercedes. This new-found flexibility is nothing less than an industry inflection point likely to unleash a flood of broader Google adoption in the industry that is likely to imminently threaten the core business of HERE and possibly TomTom as well. (TomTom has a notable lifeline in the Overture OSM initiative with Meta, Microsoft, and AWS.)

The implications of the Google inflection are important to the future of automated driving – dependent as it is today on the support of HERE and TomTom (outside China). If these two map suppliers lose their embedded automotive navigation business to a Google anschluss, they may not be able to support their autonomous driving initiatives. That, more than anything else, may become the legacy of the Mercedes Benz Operating System.

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JustRevisited schreef op 3 maart 2023 12:27:

[...]

Het bold gedeelte leest niet lekker. Ik denk vooral dat het een falen van HERE is om de deur dicht te houden. Het ‘unbundelen’ van Google zorgt wel weer voor een nieuwe realiteit.

Of die realiteit negatiever is (zoals hierboven gesteld) is too early to call. Het oude aanbod van Google was alles of niets. Al onze diensten of geen diensten. Nu is het meer open waardoor er meerdere suppliers naast elkaar kunnen bestaan.

Hierdoor komt Google nu ergens binnen waar ze eerst niet binnen was (Daimler), maar is ze ook niet op zó’n manier binnen dat er geen plek is voor anderen. In het Daimler voorbeeld doen ze search (points of interests) en niet maps.

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win some... schreef op 3 maart 2023 12:45:

[...]

De afgelopen CMD zei Goddijn dat het model van Google niet werkte. 'It will sizzle out', waren zijn woorden. Nu blijkt dat Google zijn model gewoon aanpast en op automotive gebied 'alive and kicking' is.