Automotive industry bets on its own systems and blocks cell phones to monetize user data

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Apple CarPlay

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Large manufacturers in the automotive sector are adopting an aggressive stance regarding connectivity and technological control of their products. The new guideline, which has been gaining traction in the global market, involves removing support for popular smartphone mirroring systems, forcing drivers to use native vehicle software. Essa strategic change aims to regain control over the user experience on the panel and, fundamentally, open new fronts of digital revenue.

The decision to block simple integration with cell phones is not just a technical choice, but a calculated commercial maneuver. By developing their own operating systems, automakers eliminate intermediaries in the technology sector and now have direct access to data generated while driving. Analistas market estimates that this resumption of digital territory could generate tens of billions of dollars in additional revenue, from targeted advertising and subscriptions to digital services.

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Dispute over data and advertising control

The central focus of this transformation is the monetization of the time that the driver and passengers spend in the car. Anteriormente, by allowing external interfaces to dominate the dashboard, automakers lost access to valuable information about their customers’ behavior and preferences. Agora, with proprietary systems, it is possible to integrate location-based advertisements, suggest stops at partner restaurants and offer entertainment services directly through the vehicle’s screen.

This business model turns the automobile into a media consumption platform, competing for advertising space that is currently dominated by mobile devices. The strategy is to convert the car dashboard into a profitable environment, where each interaction can be converted into marketable data or direct sales of extra features via software.

Impact on consumer experience and risks

Despite the financial potential for companies, the measure faces resistance from consumers. Pesquisas indicate that most drivers consider mirroring their smartphones to be an essential feature when purchasing. Familiarity with their personal phone interfaces creates a barrier to entry for automakers’ new native systems, which need to prove their efficiency and ease of use to avoid alienating buyers.

The concept of a “software-defined vehicle” is reshaping automotive engineering, aligning the car’s lifecycle with code development and constant updates. Enquanto algumas marcas insistem na exclusividade de seus sistemas para garantir o ecossistema fechado, outras optam por manter a compatibilidade com tecnologias de terceiros, apostando que a liberdade de escolha ainda é um diferencial competitivo decisivo para atrair o consumidor moderno.

With the evolution of 5G networks and the increase in vehicle processing capacity, the tendency is for the car to consolidate itself as the “third space” in people’s lives, right after home and work. The current dispute will define who will control this environment: whether the technology giants, who already have user loyalty, or the automakers, who desperately seek new sources of profit beyond the sale of hardware.