Android 自動車戦略の理想

出版:ABI Research(ABIリサーチ) 出版年月:2021年10月

Android 自動車戦略の理想
Perfecting an Android Automotive Strategy
Application Analysis Report | 4Q 2021 | AN-5521

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2025年のAndroid Automotive OS(AAOS)搭載された新車のGoogle Automotive Services (GAS.)採用率は6%未満と控えめの傾向が続くものの、AAOSの採用は激増することが見込まれています。世界的な技術インテリジェンス企業であるABIリサーチは、Android Automotive OS (AAOS)は2025年にQNXとAutomotive Grade Linux (AGL) を追い越し、出荷済みの新車では自動車向けOSで優勢となると予想しています。

Android 自動車戦略の理想 – Perfecting an Android Automotive Strategy」はAndroidオープンソースプロジェクト(AOSP)、Android Automotive OS(AAOS)、Google Automotive Services (GAS.)の主な違いを明確化し、AAOSとGASが自動車業界に与える影響や関連企業について分析・解説しています。

Actionable Benefits

  • Identify the main differences between Android Open Source Project (AOSP), Android Automotive OS (AAOS), and Google Automotive Services (GAS.)
  • Understand the minimal requirements (e.g., CDD compliance), benefits, and drawbacks in the adoption of AAOS and GAS.
  • Comprehend how AAOS and GAS affect companies in different parts of the automotive value chain.
    Use the strategic recommendations to adapt and reposition in response to Google’s entry into the automotive industry.

Critical Questions Answered

  • How AAOS affects the automotive industry?
  • How GAS affects the automotive industry?
  • Who are the main winners and losers of Google’s entry into the automotive industry?
  • How can the most affected companies respond to Google?

Research Highlights

  • Thorough examination on how AAOS and GAS affect the automotive value chain.
  • Comprehensive analysis of the benefits and drawbacks of AAOS and GAS.
  • Strategic recommendations for players affected by Google automotive solutions.
  • Forecasts of shipments of vehicles by automotive OS, GAS, and digital cockpit controller.

Who Should Read This?

  • Planners at automotive OEMs, Tier 1, and Tier 2 suppliers looking to comprehend better the impact of AAOS and GAS on the industry.
  • Strategists in automotive OEMs looking to adopt AAOS or GAS.
  • Product managers at Tier 1suppliers, semiconductor companies, and software providers developing solutions to optimize Android to the automotive use case or rival AAOs and GAS.

ABIリサーチ「Android 自動車戦略の理想 – Perfecting an Android Automotive Strategy」は年間契約サービス『Smart Mobility & Automotive Research Service』に属する市場レポートです。『Smart Mobility & Automotive Research Service』は自動車市場および最新技術に関する最新・詳細情報をPDFレポート、EXCELファイル、ニューズレターなどを一年を通じて契約者へ提供しています。当レポート単体でももちろんご購入いただけますが、年間契約サービスをご利用いただくことで、継続的に市場情報を入手いただくことが可能です。詳細はChosaReport.comまでお気軽にお問い合わせください。


Table of Contents


1.1. Main Findings
1.2. Definitions of Key Concepts


2.1. AAOS Adoption
2.2. AAOS Advantages
2.3. AAOS Disadvantages
2.4. Not Quite There Yet

3. GAS

3.1. GAS Adoption
3.2. GAS Advantages
3.3. GAS Disadvantages


4.1. Tier One Suppliers
4.2. Infotainment Middleware and Software Development Suppliers
4.3. Navigation Providers
4.4. Automotive OS and Hypervisor Providers
4.5. Semiconductor Suppliers
4.6. Carmakers


5.1. OS
5.2. GAS
5.3. Cockpit Domain Controller Forecasts

Companies Mentioned

Green Hills
NXP Semiconductors
Tata Elxsi
Volkswagen Group


2025年のAndroid Automotive OS(AAOS)搭載された新車のGoogle Automotive Services (GAS.)採用率は6%未満へ



世界的な技術インテリジェンス企業であるABIリサーチは、Android Automotive OS (AAOS)は2025年にQNXとAutomotive Grade Linux (AGL) を追い越し、出荷済みの新車では自動車向けOSで優勢となると予想しています。


Less than 6% of New Vehicles Shipped with Android Automotive OS will feature Google Automotive Services in 2025

AAOS will see explosive uptake while GAS Adoption will remain conservative

New York, New York – 16 Nov 2021

According to ABI Research, a global technology intelligence firm, Android Automotive OS (AAOS) will become the predominant automotive OS in shipped new vehicles, outpacing QNX and Automotive Grade Linux (AGL) in 2025. Nevertheless, this does not reflect the pace of Google Automotive Services (GAS) adoption. Less than 6% of new vehicles shipped with AAOS will feature GAS in 2025.

“AAOS will see rapid adoption because it allows carmakers to provide a smartphone-like experience while considerably reducing software development costs that can be diverted to creating unique in-vehicle experiences. However, AAOS and GAS adoption is unlikely to go hand-in-hand. Despite public announcements, the added obligatoriness of complying to Android compatibility requirements, limitations in customization and ownership, and uncertainties over long-term support mean that carmakers are cautious about deploying GAS in production vehicles,” explains Maite Bezerra, Smart Mobility & Automotive Analyst at ABI Research.

GAS comprises Google Maps, Assistant, and Play Store, which car OEMs can license and integrate into their infotainment systems, with the potential to increase customer engagement with embedded systems. GM, Volvo, Honda, Renault-Nissan-Mitsubishi, and Ford have publicly announced deals with Google to deploy AAOS and GAS. Stellantis is the only carmaker among those not to use GAS. Nevertheless, early deployments will remain conservative, only in low-volume lines (e.g., Hummer EV) as a Proof of Concept to the industry due to concerns noted earlier. Incumbent suppliers of connected car services are therefore responding in two manners. First, pivoting to provide a competitive option to GAS around the core AAOS. Examples include TomTom’s navigation, which Stellantis is paring with AAOS, and Harman’s Ignite Store, boosted by ACCESS Twine for Car, which provides carmakers not using GAS with a large app ecosystem. Second, targeting opportunities outside the infotainment domain, such as ADAS and AV. HERE, for instance, provides a set of safety-relevant content & software to enable L0 to L2+ automation applications.

Several more carmakers, including premium OEMs, are developing AAOS-based infotainment platforms. AAOS will be featured in nearly 90% of mid-to high-level vehicle models shipped in 2026, bringing several implications to the automotive industry. Semiconductor players are the main winners as AAOS-based platforms require more powerful SoCs than their counterparts. Additionally, AAOS APIs have opened new business opportunities in software development for semiconductor and automotive software suppliers. However, AAOS APIs are forcing Tier 1s to reposition as they gradually lose their unique value proposition as integrators. AAOS still has a long way to go before it is perfected, creating opportunities for experienced automotive suppliers to optimize it for the automotive use case. These players include Elektrobit, Cinemo, OpenSynergy, Tata Elxsi, and Aptiv, which redefined its organizational structure to help Volvo deploy Android.

AAOS will become ubiquitous, and the affected players must quickly reposition and take advantage of the main opportunities. “Tier 1s that are able to quickly perceive the transformation in their role and invest in new business models and areas will prevail. Semiconductor players must take the opportunity to invest in software development to supply carmakers directly when possible. Infotainment middleware and software development suppliers will benefit from optimizing AAOS and GAS to the automotive use case. Automotive OS players must target areas not covered by AAOS, such as Real-Time Operating System (RTOS) for mission-critical functionalities or hypervisors, as did Blackberry. Lastly, navigation providers must target the GAS weakness or reposition as ADAS and HD map providers,” Bezarra concludes

These findings are from ABI Research’s Perfecting an Android Strategy application analysis report. This report is part of the company’s Smart Mobility & Automotive research service, which includes research, data, and ABI Insights. Based on extensive primary interviews, Application Analysis reports present in-depth analysis on key market trends and factors for a specific technology.



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