Google Disrupts Another Industry

Google announced plans to release a turn-by-turn GPS Navigation application for the new Motorola Android 2.0 (Droid) phone. This is significant enough, but CNET also reports:
However, Google is working with Apple on bringing it to the iPhone, and it's not ruling out licensing the software to makers of portable navigation devices used in cars throughout the world, said Gundotra, vice president of engineering at Google for mobile and developers.
This could be a major disruptive force to Tom Tom, Garmin, and the entire mobile navigation industry. There is nothing like a free alternative to a $99 iPhone Application (US Version) to shake things up, let alone the impact on the automotive manufacturers and their in-dash software needs.

Microsoft and Apple are obviously concerned about Google, but Google's impact may be greater in less obvious market areas.