Apples new car software could be a trojan horse into the automotive industry

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Tesla, which doesnt support CarPlay, recently shifted into selling its “FSD” driver assistance features, including auto-parking and lane keeping, as a subscription that costs as much $199 per month. Automakers in China are starting to create electric vehicles that integrate deeply with their apps, allowing drivers to get repairs, connect with other owners, or even get their rented batteries replaced. "We believe this could eventually lead to Apple providing services leveraging car sensor platforms," Goldman Sachs analyst Rod Hall wrote in June about the next-generation CarPlay. "Automakers around the world are excited to bring this new version of CarPlay to customers," Schubert added before displaying a slide with 14 carmaker brands, including Ford, Mercedes-Benz and Audi. "Gaining control of these root functions is notable because it effectively shifts the in-car experience from the hands of the carmaker over to Apple," Loup Funds founder Gene Munster wrote in a research note.

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