Garmin are mentioned twice in the post, and they really have screwed up. 5yrs ago the GPS market was exploding but even then the writing was on the wall. Unfortunately, Garmin is such a conservative, engineering-led, company that it didn't, and apparently still doesn't, see that their future is doomed. No one actually loves their Nuvi, certainly not after using an iPhone - the devices feel like they come from different decades!
In fact, Garmin with their experience in aviation and marine navigation systems could have easily pivoted into the automotive systems space. Or they could have innovated with maps, navigation, routing, traffic, and so on. But they lack the design-led management to truly succeed as a consumer products company. It's a shame.
Search is indeed a real big one. Google built Chrome and Android just so they could control the search box. Siri did away with the search box. That's crossing a moat.
In fact, Garmin with their experience in aviation and marine navigation systems could have easily pivoted into the automotive systems space. Or they could have innovated with maps, navigation, routing, traffic, and so on. But they lack the design-led management to truly succeed as a consumer products company. It's a shame.