Software companies were bigger winners than their hardware counterparts during the personal-computing boom, and it’s worth wondering whether the same will be true of driverless cars. For instance, Google seems to have no interest in being an auto manufacturer (beyond prototypes) but is desperate to come up with the software for robocars that can be sold to other outfits. And what of companies that supply sensors and such, will they likewise be the true victors? From Chris Bryant and Andy Sharman of the Financial Times:
“Who will build the self-driving car of the future?
Fired-up by Google’s driverless prototype, carmakers such as Mercedes-Benz and Volvo are already testing autonomous vehicles on public roads.
But the advanced sensors and electronics that form the building blocks of self-driving cars are often made by suppliers, not the car manufacturer.
Some fear that, in the long term, carmakers that lag behind in autonomous vehicle technology face a future akin to today’s PC assemblers – with the big profits accruing to the companies behind the software and electronic content underneath.
‘It’s all the suppliers into the industry who, in the fullness of time, will gain the power,’ says a senior industry analyst, who works closely with the leading carmakers. ‘If I’m the buyer, I don’t care if it’s a 1.9-litre car or a 2.4 – because I’m not driving it.'”
