Applied Intuition powers OEM cabin control

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Applied Intuition at $830M/year up 2x YoY

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Applied Intuition is now helping automakers wrest control of the in-car software experience back from Apple CarPlay and Android Auto
Analyzed 5 sources

This deal shows Applied Intuition moving from a behind the scenes engineering vendor into software that shapes what drivers actually see and tap every day. The strategic jump is that automakers are not just buying simulation tools anymore, they are buying a way to own the screen, the menu system, updates, and brand feel inside the car instead of handing that layer to Apple or Google. That makes Applied Intuition part of the customer experience stack, not just the R&D stack.

  • Applied Intuition said in October 2025 that Stellantis chose its infotainment platform and Cabin Intelligence software for in vehicle experiences across its global brands. That matters because Stellantis spans Jeep, Ram, Peugeot, Fiat and many more, so one win can spread across a very large installed base and many vehicle price points.
  • The product is a white box system, not a projection layer. Automakers can control layout, features, updates, and brand specific design while integrating deeply with the vehicle OS. By contrast, CarPlay Ultra also reaches climate, gauges, and vehicle functions, which raises the stakes for OEMs that do not want Apple to become the main software surface in the cabin.
  • Applied Intuition already sells to 18 of the top 20 automotive OEMs and its simulation and testing products contribute about one third of revenue. That existing engineering footprint gives it an unusual wedge into production software, because it already works with the teams building the vehicle stack, not just the infotainment team bolted on at the end.

The next step is that more automakers will treat the cabin like a software product they need to own and update continuously. If Applied Intuition keeps converting engineering relationships into Vehicle OS and cabin wins, it can become the neutral software layer that helps OEMs keep Apple and Google as apps inside the car, not the operating system of the car.