*Justin* schreef op 21 juni 2015 13:54:
Een marktkenner in reactie op mij of hij verwacht dat het de Duitse autofabrikanten worden en wat hij denkt dat het voor TomTom betekent.
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To be honest. I don't see the German consortium offer USD 4bn for Nokia HERE. That would be a big investment for this group with no direct clear benefits and that's what their supervisory boards will look at.
If Tencent and Chinese map maker NavInfo remain the highest bidders, that will not change things dramatically, because they will allow Nokia to keep investing in automotive grade maps or even grow those investments, which would in longer term be a slight negative for TomTom.
For the German carmakers a Chinese ownership of HERE won't change very much, but I would expect them to buy more services from TomTom to reduce risk and dependencies, which will be a positive for TomTom. The same applies to the scenarios where Nokia HERE would be acquired by Uber or Facebook or another social media behemoth.
If those 3 German auto guys would buy Nokia HERE, that will not make it more difficult to grow marketshare in automotive. TomTom has zero percent marketshare at those 3 carmakers (they do licence traffic but not maps) and this can only grow even if those 3 German auto guys become the owner of Nokia HERE. Because every player in the field aims for a dual source strategy. Just like Intel is a shareholder of Dutch ASML, but still buys stuff from Canon and Nikon as well.