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November 30, 2023

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HERE Continues to Lead as Top Location & Mapping Platform in 2018, Ahead of Google and TomTom

HERE, Google and TomTom continue to lead the location ecosystem effectiveness index, as of H1 2018. The market is evolving rapidly with key firms embracing data analytics and open partnership models to enable real-time location intelligence. Players such as Mapbox, Telenav are rapidly challenging the established platform with unique offerings.

San Diego, Buenos Aires, London, New Delhi, Hong Kong, Beijing, Seoul – July 26, 2018

As per the latest report “Location Ecosystems H1 2018 Update” by Counterpoint Research, location platforms are evolving to become highly modular, as mapping firms leverage cloud infrastructure, advanced development tools and open partnership models. The industry is undergoing a huge transformation as map providers are moving to a platform-centric approach beyond just selling maps and navigation solutions for use by auto makers and for device makers. New services and experiences are being enabled by combining location-centric intelligence to the existing map data and leveraging analytics engines to process streams of real-time location intelligence. The new generation location platforms are formed by grouping modules of rich maps data, location intelligence, analytics and services.

Exhibit 1: Open Location Platform Approach A Winning Strategy

The above approach enables them to easily drive multiple applications and solutions that require location intelligence. This platform approach is being adopted by some of the key players, allowing them to not only offer next generation richer, smarter advanced mapping and navigation services but also to cater to different vertical applications. We have evaluated these top mapping platform providers on different parameters as below:

Exhibit 2: Global Location Platform Index & Rankings

Commenting on the findings, Research Director, Neil Shah says, “HERE continues to lead the market, as significant work has been done on building a digital “Reality Index” which has made their mapping database more intelligent. Open Location Platform model is also unique compared to rivals, which has catalyzed customer and partnership growth. It has expanded its reach to huge markets like China where Google and TomTom are almost non-existent. Extending HERE’s strong position in mobility segment, the company has done significant work in building HD Maps and related services to power next generation autonomous driving systems. Further, acquisitions of indoor map provider Micello makes it the top indoor maps provider globally. Further, newer initiatives such as HERE Mobility Marketplace is quite potent and disruptive.”

Mr. Shah, further adds, “Google is beginning to utilize and monetize its rich set of maps as a platform and is incorporating it in its ad-driven business model, but it falls behind HERE on key parameters, such as providing lucrative developer offerings in terms of API pricing and support, as well as embedding deeper data analytics to build newer services across different segments. Further, it also lacks key partnerships, has a weak customer rolodex beyond smartphones, and missing out on key enterprises.”

Research Director, Mr. Peter Richardson, highlights, “Google continues to lead in terms of access to billions of active map users, which enriches map database through search, POI and basic navigation. It has been focusing on its mapping capabilities to have more detailed and personalized POI and LBS based monetization, however, many potential partners are not open enough to share valuable data and give Google a cut as they get bigger. This makes player such as HERE, Mapbox, TomTom more relevant as potential partners to license maps while not exposing data to someone like Google which could easily become their competitor.

Further, Mr. Richardson adds, “The other technology giant in this space – Apple, has not made significant movement in this space in last one year until its recent intention of rebuilding entire maps from ground-up. The key announcements at this year’s Apple WWDC 2018 include the launch of MapKit as a web framework to enable emending maps into different web services. The MapKit JS brings Apple Maps to the website. This is a great move as an alternative to Google and other players dominating this space though overall quality of maps is still questionable which could limit the adoption.”

Commenting on third ranked location platform player, Senior Analyst, Hanish Bhatia, highlighted, “TomTom’s consumer hardware business (mostly PNDs, wearables, etc), has witnessed significant drop from a peak of 60% contribution to revenue in 2014 to almost 30% in 2018. However, Telematics business remains a bright spot with telematics subscriber base closer to reaching a million subs milestone now. Also, their DSS (Data, Software & Services business is picking up, with key wins from connected car services from Korea brands. Apart from that, mapping API integration into Microsoft’s Azure IoT Platform for Azure Maps has opened TomTom mapping platform indirectly to millions of Microsoft developers.

Mr. Bhatia further adds, “TomTom’s near-to-mid-term strategy is to grow its telematics business and connected car services business. At the same time, it will focus to build HD Maps for autonomous vehicle opportunities & monetize the location data using APIs & services. In terms of regional champions, Autonavi, Navinfo leads in China, Naver, Kakao in Korea, Comtech, Telenav in North America, MapmyIndia gaining traction in India and Zenrin in Japan.”

The comprehensive – Global Location Platforms Evaluation & Analysis Report from our Emerging Tech Opportunities (ETO) service is available to subscribing clients and can be downloaded here.

The report takes into account variety of metrics such as richness of database, location intelligence loopback, analytics engine, different location solutions, services, business model approach as well as customer, investor and partner traction across different verticals.

Analyst Contacts:

Neil Shah
+91 9930218469



Peter Richardson

+44 20 3239 6411



Hanish Bhatia
+91 9871849857



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Apple's Audacious Bet to Build its Own Maps. Too Little Too Late?

Since the Apple Maps fiasco at the launch of iOS6 and a public apology by Tim Cook in 2012, which led to exit of Richard Williamson who used to be responsible for Apple Maps, Apple seemed to have diverted its attention elsewhere. However, SVP, Eddy Cue, revealed in an interview with Techcrunch that the company has been secretly working on rebuilding Apple Maps from the ground up. This has been supported by multiple sightings of Apple Maps vans actively capturing highly detailed street level information.

apple maps 3d view

The world’s richest tech company, and one of the best when comes to software and hardware integration, has fallen behind in multiple key areas that will define the future of mobile and mobility experiences:

  • Location/Mapping Platform
  • Artificial Intelligence (AI).

While, AI is the elephant in the room (see here) and is set to unlock a plethora of intelligent experiences (and warrants a separate discussion), location is the glue that drives the important contextual base to power those experiences. In addition it helps users with mobility in getting them from point A to B accurately, quickly and safely. We have, over the years, consistently talked about the importance of location, the quality of mapping platforms, and how the entire location industry is shaping with just a handful of leaders, such as HERE, Google and TomTom (see here).

location mapping leaders, champions and niche players

Apple, I believe, has realized the importance of quality maps and location services, and decided to rebuild Apple maps, literally, from the ground-up. However, this might be both a good and bad thing.

Apple Maps Timeline:

  • 2008-2012: Google Maps: before launching Apple Maps, iPhone users relied on Google Maps that served the purpose well. However, there was huge conflict of interest considering Google’s business model relies on providing services for free in exchange for the users’ data, which is used to profile them and accordingly push ads for its marketer customers. Apple was truly uncomfortable with this approach.
  • 2012-2018: Apple Maps (TomTom): This led to Apple severing ties with Google and building Apple Maps. Apple Maps licensed mapping content from TomTom as well as benchmarking Open Street Maps and multiple other sources. But the initial version — especially the fancy 3D version — was a disaster. This helped Apple to build “good enough” 2D Maps, however, it was still far behind the quality, detail and coverage of either HERE or Google.
  • 2018 & beyond: Apple Maps+ (In-house): This has been on Apple’s mind as despite its hugely successful hardware and services business (see here) it has failed to offer a similarly successful maps experience. So, as Cue mentioned, Apple has been “secretly” building its own map data and wants to fully own and control its map asset, without depending on any third parties for Apple Maps 2.0


  • Apple very loosely (and in Apple’s cryptic marketing way) talked about this “secret” project to resurrect Apple Maps and how revolutionary the new update would be, without giving any specific details. It may be rolled-out as part of the new iOS12, expected to coincide with the iPhones launching in September.
  • This means Apple is going to rely less and less on TomTom,  a big blow to the Netherlands-based mapping vendor and the third best platform behind HERE and Google according to Counterpoint’s analysis. TomTom will lose access to rich Apple probe data that has been key to keeping its own maps fresh and updated, especially in North America.
  • Understanding from Cue’s cues, the initial richness will be limited to specific geographic areas probably California’s Bay Area, as a showcase. If this is the case, it begs the question about why it has taken Apple four years to master a geographical area that is in its own back yard?
  • This brings me to my key point — that map making, map data collection and keeping maps up-to-date, is an expensive and unending task. It’s not in Apple’s DNA.
  • While Apple is the richest company in the world with huge cash reserves, and masses of data coming in from its ~700 million iPhone user base across hundreds of countries, it will still take years of investment in talent, time and billions of dollars in cumulative R&D to build the underlying mapping infrastructure to enable Apple to compete head-on with the mapping platform leaders, in terms of location content, services quality, reach and scale.
  • In terms of talent, during the last four years Apple has been building a global Maps teams by attracting talent from TomTom, Google, deCarta and HERE. Apple has strategically built its Maps center far away from The Valley – selecting a location in Hyderabad, India; India already has a huge existing talent pool in this space from Google, HERE and others.
  • While Apple is slowly solving the talent part, keeping the maps fresh is going to be challenging especially at a global scale.
  • Apple will have to pour in hundreds of millions of dollars every year to collect, parse and integrate maps, transit and traffic data. Further, having Apple Maps cars equipped with expensive LiDAR, 360 cameras gear and drive hundreds of thousands of miles globally will still take Apple years to perfect the maps at a global scale.
Apple Maps Van seen in the UK in June 2018
Apple Maps Van seen in the UK in June 2018
  • Apple is a vertically company. It uses this approach to keep itself differentiated. Nevertheless, it could offset the investments it is making in its maps asset by licensing aspects of the high quality and detailed maps it is building
  • iPhone users will likely have to wait years to enjoy seamless, high quality and accurate maps from Apple. It will have to keep adding new markets and maintaining all others that it has built; a long and tedious process to build and maintain in-house
  • Apple would have been better to license maps from a single source location platform, for example HERE, which has one of the most complete and high quality maps and services platform. HERE is likely the only game in town aside from Google, but HERE has a conflict-free business model.
  • Apple’s rich probe data+HERE location platform could have been a powerful combination to build and scale world class maps and services faster than by building its own.
  • Apple building its own maps, in the context of the current smartphone based services environment, doesn’t make complete sense, as Apple will continue to lose grip on its current base of users in terms of providing high quality, consistent location services and experiences.
  • However, we believe that Apple sees the next generation growth areas will include autonomous mobility and augmented reality. In this context building maps in-house makes more  sense.
  • Currently however, there is little evidence to support Apple’s automotive ambitions, especially considering the rumors that key team members of the same (aka Project Titan) have been churning away
  • In summary, it could be a little too late for Apple to build maps content from the ground-up especially for its smartphone users. However, if Apple is playing a longer game – and we think it is – there is logic in building a location asset, starting with its own maps.


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