Automotive Applications: Build, Buy, or Borrow

Navigating the Crossroads of Software-Defined Vehicles, Middleware, and OEM Strategies

Executive Summary

• Rivian’s acquisition of A Better Route Planner (ABRP) is a strategic move that could potentially enhance its stock value by integrating feature-rich capabilities into its electric vehicles, providing a superior user experience.
• The acquisition allows Rivian to access data from other Original Equipment Manufacturers (OEMs) via the app, raising questions about the future cooperation between OEMs and ABRP.
• The recent availability of BlackBerry IVY, a middleware platform, facilitates third-party application development, offering OEMs and third-party developers an easier path to creating branded apps for enhanced in-car experiences.
• OEMs face a critical decision: should they build dedicated internal application development teams, buy apps from third-party developers (or even acquire those companies), or license the apps in a revenue-sharing agreement or other structure?

Rivian News

Rivian’s acquisition of ABRP, a leading EV route planning service, is a strategic move that could potentially enhance its stock value. This acquisition not only…