(part 2, too long for a single post)
Per Apple's own marketing the first cars supporting the technology will be released this autumn with Aston Martin supposedly doing the first model on sale (how many cars do they sell per month anyway?) and Porsche as the likely 2nd model on sale as early adopters. The confirmed manufacturers to support the technology at present are:
- Acura
- Aston Martin
- Audi
- Ford
- Honda
- Infiniti
- Jaguar
- Land Rover
- Lincoln
- Mercedes-Benz
- Nissan
- Polestar
- Porsche
- Renault
- Volvo
You can see that skews towards premium and luxury brands now -- playing well into that stereotype that if you're rich you must have an iPhone because Androids are for "the poors"-- but it's likely to hit wider acceptance among
some brands. Here's the catch:
If you want
any CarPlay 2.0 feature, you need to support
all the CarPlay 2.0 features. You must go wireless only, I believe touchscreen/Siri-only, and you must allow Apple access to every screen in the car and almost every sensor in the car. Apple will have your tire pressure readings under 2.0 -- Apple is stating that this type of data won't be used for monetization, but it would be the kind of data that's an absolute gold mine-- oh your tire pressure is suddenly low? Let Siri find you the nearest tire store...
CarPlay 2.0 will require a hardware upgrade and cars will be compatible with one specification or the other-- CarPlay 1 or CarPlay 2, but not both. It can run on top of any compliant infotainment hardware, including, ironically, ones that run Android Automotive (reminder: Android Automotive is a completely different thing than Android Auto). The argument is that this would allow Apple all of the current integrations Android Automotive has and much more, but store all of it "on the phone" instead of the car. An iPhone will still be required to use CarPlay 2.0 features, they will not be accessible using just the car itself.
A likely list of car functions to be controlled by Apple's Apps is here:
Apple is now giving the finishing touches to the next-generation CarPlay experience, with the first cars running it due this year
www.autoevolution.com
There will be a phase in over a couple of years as all this shakes out and frankly we don't know exactly what the future is going to look like until some of these cars hit the market (and probably something more along the lines of Honda would be more representative than Aston Martin.) Mercedes is on the support list but has already pushed back publicly about CarPlay 2.0 taking over the gague cluster entirely. It's not clear yet what concessions would look like in this case, but Mercedes is claiming that they will retain control over the driver's gagues. Apple representatives have publicly tried to put a positive spin about how the options are "options" and the car manufacturers will still have the ability to customize.
Bloomberg has an article that covers some of the history and finances behind this decision:
Key among these is that Apple isn't charging manufacturers anything for CarPlay 2.0, apparently including all of the customization work-- and not just a per-vehicle fee. The manufacturer is only on the hook for providing the hooks into CarPlay 2.0. The one point of monetization at present is that even though some hardware will be built in, to use it, you need to buy an iPhone where Android Automotive features built into the car are phone-agnostic.
The whole economics around this revolve around further lock-in to their iPhone platform, now to be more tightly integrated with your $$$ car purchase. All of the money that Apple is expending right now appears to boil down to those two key motivations: Acquire and retain iPhone users, and exclude Android from the automotive market to the extent possible. Apple will have access to LOTS of other monetizable data and services. For now, the additional monetiziation that will be offered doesn't look much different from CarPlay 1.0 with the over the top services being things like Apple Music, but that could certainly change in the future. That said even if you don't trust your car manufacturer to handle this monetizable data ethically, and you do trust Apple, it's still an additional party that will have access to a lot of information about you.
Because of this tight lock in, companies like Tesla and Rivian have always rejected full CarPlay/Android Auto integration. Rivian has edged towards limited casting support for some iPhone applications but no CarPlay. Lucid had originally planned on preventing CarPlay access, but now allows it only within a small window of their infotainment. The problem is not just among EV startups-- it's causing battle lines to be drawn across the industry.
GM was the first to completely reject Apple. Their motivations are not altrusitic: they want to sell you subscriptions and monetize your data. In order to retain control of that data and prevent Apple from gaining access to their cars and all that data. Going forward all GM models will not support CarPlay of any specification (or Android Auto). They'll use Android Automotive as the sole OS and users will need to sign into their apps on the car itself. Although I'm unlikely to purchase a GM vehicle, the problem here is the fallout. Apple owns the US market, and in thumbing their nose at Apple, GM has figured they might as well disallow Android Auto as well. Apple's heavy handed actions have the effect of hurting every Android Auto user's choice in GM cars as well. That may not be true for every manufacturer, but if they have to do work to integrate CarPlay 2.0 and all of a sudden Android Auto works differently (they're currently very similar), there may be less motivation to accomodate both. This is obviously more likely for cars sold primarily in N. America that AA support could be an afterthought.
We'll see how that works for GM, and I suspect it will work badly. If a large percentage of new car buyers absolutely demand CarPlay/Android Auto, then they will probably reject those cars outright before even trying their infotainment solution. Other manufacturers have taken a less proactive approach than the list above but have noted that "CarPlay will be supported in the future" without giving any specific promises about CarPlay 2.0 adoption-- eg. Stellantis (Chrysler/Dodge/Jeep/RAM) has gone on the record saying they would not follow the GM example despite not announcing 2.0 support. It's not clear how easy it is to thread that particular needle. Cars can still be sold with CarPlay 1.0 but I'm not privy to the point at which Apple will stop allowing CarPlay 1.0 only in new cars. Certainly that's the plan at some point.
Frankly, I'm afraid that my needs won't be supported in the future. Even if I were an iPhone user, I'm not sure I'd want or trust Apple to own my speedometer or HVAC controls over whatever the OEM supplies. This is ironic, since CarPlay/AA are some of the strongest future-proofing options for car purchases possible and tie strongly into car resale value today as many used cars are on the bubble for wich technologies they support if any-- having AA/CarPlay support increases resale and it's important to have both as I need to support my anti-Android family and statistically it's more likely that when I sell the car in the US, the buyer will have an iPhone. My infotainment has discontinued features it offered when the car was new, but since I'm using a phone casting technology, it doesn't really hurt me much and any future buyers can still use the AA/CarPlay functions. My nav never falls out of date. It's a good deal and with a 5 year old car, my user experience has not significantly degraded from what it was prior. Are we heading towards a future where if you buy a car your choice is to use an iPhone or have a vastly inferior experience? Google has been putting their effort into the now market-leading Android Automotive and because they partner with some of the car companies on that, they can't really turn around and undercut those companies by introducing an Android Auto "2.0" that takes over all the screens. It's a conflict of interest. There's no obvious future for AA that doesn't look a lot like the current one.
This isn't necessarily a great deal for automotive manufacturers either. The painfully diverse infotainment and display options introduced in recent years have been largely tailored to each car's branding/personality/design and they're probably not enthusiastic about giving vehicle data to Apple either. They don't want to immediately lose a large chunk of their customer base either.