I agree. 79% doesn’t make sense when the iPhone has like 60% market share in the US
A significantly higher % of iphone owners are new car buyers than android owners is the obvious explanation.... so while they might be only 60% of everyone in the US, they're 79% (most likely a fair bit higher, since obviously not 100% of them will ONLY consider cars with carplay- given many tesla owners have iphones) of new car buyers.
A quick google suggests 40-50% higher income for iphone users over android on average depending whose research you use so that seems to check out.
So this obviously has a few problems. First one is that iPhone has a significant market share in a few markets, primarily US but is nonexistent in many other parts of the world.,
To be fair- the US is where most of the money is.
Still, EU and China iOS share is north of 20%, so hardly "nonexistent"
So if you don't own an iPhone, this doesn't change a thing, you're still stuck with the awful native software in the car. Second is that you would need to keep your iPhone connected to your car all the time to overlay the CarPlay UI. I wonder what happens if you disconnect the phone from the car in the middle of your drive, for instance? Will the car immediately fall back to it's native software so you can still see how fast you are going?
It's going to be wireless...so what do you mean by disconnect? Why would you even do that? My iphone doesn't do much useful in my Tesla besides be a key and funnel calls and texts, but I can't think of a time I ever had reason to disconnect it while driving.
That said- if it's just an overlay then yes the OEM interface ought to immediately appear since it'd still be running on the OEM hardware under the hood (which is what Apple is pulling much of its data from anyway.
I can see this becoming a huge battle between Apple and legacy auto for control of the car's experience. People who have this new CarPlay will probably want to spend 100% of their time only looking at the CarPlay and not anything from the car's native software. If so then yes Apple now effectively owns the software of the car and they can monetize however they wish, this cuts the automaker out completely. We'll see how happy legacy auto is about this when they can't sell map update for $200 or whatever anymore.
This has already been the case for years with just the V1 of carplay or android auto- no reason to pay for map updates anymore since you can use your phone for nav.
. However for the software advantage Tesla currently has to be maintained, they will need to be more aggressive about expanding their in-car software experience. At some point people will just expect all the apps on their phone to appear on their car's screens when they get into their cars,
That point passed a while ago
There's tons of threads here from new or potential owners mad that Tesla doesn't allow that. And has been for years. That's how standard Carplay and AA have already been for years now- folks are shocked Tesla doesn't offer it.
Tesla HAS mentioned the idea of their own app store, but that they wouldn't do it until they'd reached sufficient units in the field to attract enough developers....no specific # given. If this accelerates the timetable at all that's probably a good thing.
Most of existing fleet has surprisingly limited local storage though (and I don't believe the system is able to run software off external USB storage last anyone checked) so that'll be a bit of an issue... even the new Ryzen computers in 3/Y appear to have less storage than many were expecting when Tesla was showing demo screen shots of stuff like Witcher 3 and Cyberpunk 2077 on Tesla screens... (and 1.5 years after that reveal- you still can't actually play them so....?)