CarPlay走出“投屏”角色，却难寻座舱“终局”

Core Insights - Apple has unveiled a new version of CarPlay at the 2025 WWDC, which reflects a complex and evolving role in the automotive sector, especially as the Apple Car project remains indefinitely shelved [1] - CarPlay has traditionally served as a secondary interface for iPhone users, but Apple is now pushing for a more integrated role with the introduction of CarPlay Ultra, aiming to transition from a mere projection system to a more comprehensive operating system for vehicles [3][9] Features and Upgrades - The latest CarPlay maintains its core identity as a phone projection system while introducing significant enhancements, including a modernized interface with a card-based design and improved visual integration with vehicle interiors [4][8] - The new system supports widget functionality, allowing users to add various widgets to the dashboard for quick access to information like weather, smart home device status, and calendar reminders, enhancing user efficiency [6] - Real-time activities from the iPhone, such as delivery tracking and sports scores, have been seamlessly integrated into CarPlay, making the vehicle's cabin a real-time extension of the user's digital life [6] Strategic Ambitions - CarPlay Ultra represents Apple's ambition to take a more dominant role in vehicle systems, aiming to control various vehicle functions beyond just navigation and media projection [9][11] - The successful launch of the Aston Martin DBX707 as the first production vehicle featuring CarPlay Ultra demonstrates the technical feasibility of Apple's deep integration plans, with expectations for more automotive brands to join this initiative [11] Market Challenges - Despite the advancements in CarPlay and the impressive rollout of CarPlay Ultra, Apple faces significant challenges in keeping pace with automotive manufacturers, particularly in the rapidly evolving smart cockpit space [13] - Automakers are increasingly protective of their proprietary systems, viewing their in-car software as a core differentiator and a critical source of user data and revenue, making it unlikely they will cede control to Apple [15] - The indefinite shelving of the Apple Car project has diminished Apple's leverage in the automotive sector, positioning the company more as a software provider rather than a potential disruptor in the industry [15][16]