Tesla (TSLA) Accelerates Integration: Apple CarPlay Coming to Its EVs Soon
Tesla finally caves to consumer demand—Apple CarPlay heads to its infotainment systems.
After years of resistance, Elon Musk’s EV empire blinks. The move could lure iPhone loyalists but raises eyebrows about Tesla’s stubborn ‘walled garden’ approach.
Wall Street shrugs—yet another pivot for a company that once promised full autonomy by now. Priorities shift when delivery numbers wobble.
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This was partly due to his criticism of Apple’s App Store policies and its attempt to enter the EV market. Until now, Tesla has relied on its own in-car software, which offers built-in apps for things like web browsing and navigation. However, Apple canceled its electric car plans in 2024, and Musk now works with Apple to distribute his other products, such as the X app and Grok AI. At the same time, Tesla’s car sales have slowed, and surveys—such as one from McKinsey & Co.—show that nearly one-third of buyers would avoid a car without CarPlay or Android Auto.
For many customers, the lack of CarPlay has been a deal-breaker. Interestingly, though, Tesla plans to offer CarPlay as a window within its own operating system, rather than letting it take over the entire screen like in some other cars. The system won’t LINK to Tesla’s Full Self-Driving features, so users will still need Tesla’s own navigation for that. The company will support the wireless version of CarPlay but won’t include the more advanced CarPlay Ultra, which controls things like seats and climate in high-end models.
What Is the Prediction for TSLA Stock?
Turning to Wall Street, analysts have a Hold consensus rating on TSLA stock based on 14 Buys, 10 Holds, and 10 Sells assigned in the past three months, as indicated by the graphic below. Furthermore, the average TSLA price target of $382.54 per share implies 4.8% downside risk.
