I thought Chinese cars were going to be the new Android. They are actually the new iPhone
For a few years, the nightmare of European manufacturers has had a specific name: the Android scenario. That Google, or Apple, or Amazon, would turn the car into interchangeable hardware. that the value will migrate to third-party software and they will be reduced to outdated manufacturerslike PC manufacturers in the nineties. That fear has kept them on guard, looking towards Silicon Valley, investing a lot of money in their own connectivity and infotainment systems, trying not to be left out. They’ve been guarding the wrong door. The movement that is happening is not the equivalent of Android. It’s exactly the opposite, at least where it hurts the most: BYD makes its own batteries, your own operating systemand operates its own charging network. Xiaomi does practically the same with HyperOS. The logic is not to create a platform where others monetize but to control every centimeter of the experiencewithout intermediaries. That has a name that we all recognize, and it is not Google. It’s Apple’s. The paradox is that the Android scenario that Europeans feared so much is happening, but it is not being carried out by the big American technology companies, they are building it themselves: European generalists have become what they feared most, without anyone from outside having to impose it on them. What makes the Chinese movement so different is what is noticeable inside the car. Denza, YangWang, Luxeed, Exeed either Xpeng They are brands that three years ago almost no one in Europe even knew about, but that Today they are manufacturing cars with interiors with an attention to detail that is very reminiscent of what happened with the iPhone in 2007.. It wasn’t that the iPhone did more things than the competition (at the time, in fact, it did considerably less than a Nokia). It was that every interaction was thought out, every transition animated, every small gesture had coherence. Rivals had cool features, but Apple had experience that no one matched. Today, sitting in a mid-range or high-end Chinese car and sitting in a German car of the same price is not so much about comparing specifications as it is about comparing philosophies. And the Germans, who are seeing it, are reacting: the new iX3he CLAeither the newly announced i3 They are serious efforts to recover that coherence of experience. But reacting is not the same as taking the initiative. The problem facing the European industry is not that it does not know how to make cars, there is more to it. The thing is that for many years the margin has been captured by those who mastered mechanical engineering, and they learned to optimize exactly that. What they did not learn is that in the 21st century the margin is captured by whoever controls the entire experience: the software, the data, the services, the ecosystem. When they wanted to learn it, they looked at Silicon Valley because there was the model they knew. Until four days ago, no one looked towards Shenzhen, where someone had spent years building something more like Apple than Google: vertical, closed, cohesive, with a speed of iteration that Westerners simply do not have and they already admit it. Nokia also had very good engineers. In Xataka | At 110 km/h and driving every other day: Europe already has its recommendations for the latest oil crisis Featured image | BYD