Regarding face if sticking everything is correct. OEM telematics is inferior to well-customized aftermarket telematics (simple track don't count) But OEM going much further, and telematics for fleet management is only part of their services. They use telematics technology on their platforms for other, more advanced services. They provide much deeper and more specialized service for client's, rather than aftermarket telematics integrator (even a very good integrator). I mean services such as: proactive monitoring technical condition of vehicles, proactive service (when the vehicles automatically send information the dealer about the need for specific service, and dealers records vehicles for service and prepares spare parts), remote diagnostics (especially great for field service), predictive diagnostics etc.. All these services are wrapped in service contracts, including telematics, with a fixed fee or presented for free. And customers like such services, becouse it is beneficial, especially in the European markets, USA and other developed countries. It will also reach to the CIS markets and others. New trends at the start is sharing and renting from manufacturers, where telematics is naturally already included in the price. Or specialized global platforms for cargo transportation as type Uber Freight. OEMs have completely different business goals and monetization methods. They need data to keep the client on their service (sale spare parts and works) as long as possible and for selling new vehicles to the client. Aftermarket telematics integrator does not provide such services, that's the difference.