*Justin* schreef op 16 oktober 2018 23:12:
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Echt serieus, ik vraag me af waarom ik hier eigenlijk op reageer. TomTom heeft een 400 miljoen orderboek in 2017, wint nog steeds deals, verlengt PSA tot 2025 en zit in een groeiende automotive markt. Het idee dat deze omzet naar 0 gaat door Google komt volstrekt uit jouw dikke duim. Dit soort zorgen hoor ik niet bij TomTom en ook niet bij HERE trouwens. Autofabrikanten gebruiken bovendien altijd meerdere leveranciers, soms ook verschillende tussen modellen en continenten.
Quotes van vanmiddag:
It's important to understand that we have continued to collaborate with both the Renault Alliance and with Volvo. For the Alliance, the opportunity to provide location/navigation technology where the volume segment remains wide open and there are further offer opportunities for ADAS and for self-driving services.
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We will also continue to work on the Volvo Drive Me program, a research program for autonomous driving and we have collaborated with Zenuity, which is a joint venture between Volvo Cars and Autoliv, with whom we are developing car to cloud to car technology.
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We don't think that Google's phone-in-the-dashboard approach will satisfy the needs of all automotive customers and that there is a strong case for multi-display, fit-for-purpose approach based on modern software practices that puts a premium on privacy and on safety.
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Many OEM customers have indicated they want to stay in control of the dashboard and don't want to hand over the proverbial keys to a third party whose strategy may not be aligned, or even conflicts.
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Yeah, difficult for me too to comment specifically on behalf of our customers. Some of them are not going to go there. I want to – there’s a couple of comments I want to make, however. So, in the alliance case. It's a limited number of cars that will equip with Google services. There remains a great opportunity and a great market for the volume segment of the market to be equipped with our technology, our location technology and routing and traffic information. And on top of that, there is a wide open opportunity also for ADAS and self-driving maps. So, that remains.
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I don't think it will be in anybody's interest, or the car industry's interest, if there will be one dominant monopolist who does software for the dashboard. That’s simply not going to happen. But it’s also raising the standards and the expectations, and that is where we need to change tack. And that is a move that we've been advocating for some time, but now the urgency to keep pushing for that better software practices and development collaboration in the auto industry are more urgent than ever. And I think that’s a positive development.
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Marc, so market share, there is no reliable numbers. Yeah, it’s very difficult to see where Google will end. What I would say is that we’re doing – vis-à-vis traditional competition, we are doing well. We are increasing our market share. I'm also pleased to see that the overall market is expanding. So, the attachment rates on new vehicles is increasing, but I can't give you detailed numbers on exactly what our market share is and how it is developing unfortunately.
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Marc Hesselink: Maybe I should follow up on that one, which is that the Renault opportunity remains wide open for volume part of the market. Harold Goddijn: Yeah, that’s right. Marc Hesselink: So, could it be that that is still the majority of the revenues potentially from Renault or…? Harold Goddijn: In volume, absolutely. It’s only a small number of cars that will be equipped, as far as we understand, as far as Renault has communicated in their press release. A limited number of cars. And the volume segment will remain open.
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I think the majority of the players want to stay in control of their own destiny. Giving away the software and the dashboard one way or another is – it can be problematic over time, and that's not somewhere carmakers – most car makers want to go. But at the same time, they also see that they are investing significant amounts of money in software systems that fail to meet end user expectations. And that’s where the problem is coming from.
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We see nearly one in six cars driving around the globe. So, that’s not a – depending on the hour and what have you, but we have a lot of data to make accurate services and do map corrections and change detection and so on and so forth.