Though BlackBerry owns a sliver of the smartphone market they once dominated, its QNX-based connected-car systems may be the best weapon they have in maintaining its lead over the companies that drove the Canadian company nearly out of the smartphone business.
Bloomberg reports QNX — the choice for connected-car systems by Ford, Porsche and BMW among others — is now facing competition from both Apple and Google for market and mind share of an industry expected to be worth $53 billion in 2018.
According to IHS Automotive analyst Mark Boyadjis, the bigger challenge will come from Google, whose Android operating system helped finish the job Apple’s iPhone began in 2007 in pushing out BlackBerry from the global smartphone market. Google — who also collaborates with the QNX division on occasion — has already put its mark on the Kia Soul and Mercedes-AMG SLS, and established the Open Automotive Alliance with Audi, General Motors, Honda and Hyundai.
Meanwhile, BlackBerry and Apple are on more equal footing with the latter’s CarPlay platform, bringing the connect-car/iPhone experience to Ferrari at the 2014 Geneva Auto Show this month.
As for QNX itself, the BlackBerry-owned division continues to expand further into the connected-car market, with Ford dropping Microsoft for the micro-kernel OS in its maligned Sync/MyFord Touch system last month. The Blue Oval’s action would place the automaker in good company, as QNX also powers systems used by Fiat Chrysler Automobiles, Hyundai, and Jaguar.
The biggest advantage QNX has over Google and Apple is its proven track record in running safety systems, where a software issue could mean the difference between life and death, which Boyadjis believes will carry BlackBerry and QNX into the future against the two technology titans from California.