Ford throws in the kitchen "Sync" - My thoughts on Ford

For the first part of the last decade Ford was often viewed as the weakest of the herd of automobile manufacturers in the area of in-cab electronics. This was exemplified by the failure of the Ford / Qualcomm joint venture, Wingcast, in 2002.  As recent as 2006, Ford was still shipping systems with a branched version of PSOS from 1996 in most of their new vehicle systems – (ask me how I know. . . oh ya I have a 2006 Ford Escape Hybrid with a PSOS Nav system. PSOS. . . the acronym I can make from the name would be quite applicable . . . I digress) .

Ford quickly realized they were being outpaced in technology and needed a way to leapfrog the industry while removing costs from the supply chain that made it difficult to deploy systems in entry level vehicles.

Desperation breeds innovation and Ford was desperate. They reached out to software suppliers rather than the traditional Tier 1 supply chain. Thus the Microsoft, Elektrobit, Ford and to a lesser extent Continental based Sync was born. Microsoft needed a big win and Ford needed innovation.

Even though Ford didn’t do anything completely original, what they did was use technology and a new supply chain to provide features usually reserved for the highest end (often least techno-savvy) class of vehicles / consumers to the Facebook, Pandora crowd. They did this in a cost effective way that could be mainstream, in all classes of vehicles and link to a consumer’s favorite device.

Ford also took risks both with Microsoft from a quality and supplier perspective, but also in allowing for updates direct to the consumer.

People can argue about Microsoft and Ford’s approach but all the research I have seen shows that Sync is selling cars. There is no argument that Ford has got momentum among the big 3 and was the only one of them that didn’t seek Chapter 11 protection.

Ford is now seen as an electronic, business model and supply chain innovator, but also has had to deal with the shadow of Microsoft’s brand.

At CES, Ford continued to outpace its rivals by launching the MyTouch system. It is my belief that they are hedging their bets about Microsoft's commitment to automotive by moving to more generally available technologies (such as using Adobe Flash for the UI rather than Microsoft’s UI or Silverlight derivative. Originally Sync was just a repurposed Zune. . . Now rather than using the Silverlight flavor in the ZuneHD, Ford stepped away from Microsoft.

It will be interesting to see what comes next. For sure Ford put its rivals on notice again. Especially those considering GenIVI which likely won’t have anything like MyTouch available until 2015. . . I wonder what Ford will have then?

"Wintel" changes its meaning

In case you missed the news, on June 4th, Intel purchased the embedded Operating System company, Wind River. You can read the press release here:

http://www.intel.com/pressroom/archive/releases/20090604corp.htm

Having worked in the embedded market since the early 90s it is interesting to see the evolution from the tight Intel and Microsoft coupling, once sarcastically referred to as "Wintel", deteriorate to to the point that perhaps the new slang should be Lintel (as there is little doubt that Intel's acquisition was for the Linux part of Wind River).

With speculation that Windows 7 may get ported to the ARM architecture and Intel grasping at the handset and mobile markets with Linux, the marriage between Microsoft and Intel seems to be near to an end. Interestingly, the day before the Intel purchase, a Microsoft spokesperson had this to say about the rumors of a Windows 7 ARM port:

“At this time, Windows 7 does not support any ARM architecture. Currently, Windows works on both x86 and x64 platforms, which, thanks to the pervasive PC hardware standard, power the vast majority of the world’s laptops and desktops. In the specialized devices space, where ARM is well suited, we offer the Windows Embedded CE platform.”

Notice the key phrase "at this time". I, for one, hope Windows 7 comes to ARM as I would like to finally see some real battery life out of full featured Microsoft based laptop.

I once joked with my nerdy friends that "10 years ago would you have thought that Apple would run a PC (X86) Architecture (instead of Power Architecture / PPC) and Microsoft would run PPC (like they do in the XBOX 360)." Perhaps the relationship was changing as far back as 6 or 7 years ago when those decisions were made. Being involved in the original Xbox concept with AMD and bearing witness to Intel's power with Microsoft back then really makes the situation shocking.

So, what is my opinion of the Intel acquisition? It may help Intel build some credibility in the handset space for their first *almost* capable part, the Intel ATOM, particularly given the involvement in Android by Wind River. Also, I think Android will start to be an operating environment that will directly challenge the traditional OS model that is the mainstay of Microsoft. So battle lines may in fact be being drawn around these new class of netbooks, perhaps looking something like Microsoft and ARM vs Intel and Google.

As for the embedded market: I think the real winners in Intel's acquisition will be the other embedded Linux vendors, like Montavista, and Real Time OSes, like QNX. Fear of limited support for other hardware may send Wind River customers en mass to alternatives and ARM licensees (TI, NEC, ST, Freescale, etc.) will be looking for new partners.