I think this is a fair take, and I've had similar thoughts too. However, one thing computer industry people don't seem to get is how much the idea of Apple owning the "dials" on the instrument cluster as shown in the keynote this year will likely go down like a cup of cold sick at most European auto makers. In many cases the designs or colors used in the dial faces have decades of brand history behind them.
Regardless of what customers desire, auto-makers are in no rush to become just a dumb pipe for apple or google's driving software. So far not one automaker has of yet publicly announced support or plans to support the more extensive CarPlay Apple demoed. I think if it does ship, it will need to support far, far more customization on interface and dial-faces than was shown in the keynote for auto-makers not to feel totally sold out of the cabin.
It was slightly disappointing to me I've only really seen Nilay Patel at the Verge in the media point this out; anyone with experience of the car industry I think will come to a similar conclusion. People may forget, it took a very long time for some automakers to even trust adding the existing CarPlay, partly due to concerns regarding loss of control of cabin features. Old CarPlay is is a far less intrusive system than the one Apple are proposing now.
As a thought experiment - if I personally ran BMW or Mercedes, I would have real concerns about dilution of the brand by adopting a generic industry wide car UI, even if I also think Apple would probably do a great job. Maybe the carrot of Apple solving autonomy as part of the package might be enough to swing the deal, but even there, I think in time legacy automakers will work out who to aqui-hire to build their own systems instead of selling out completely.
> https://www.theverge.com/2022/6/7/23157963/apple-carplay-nex...