QNX really needs to modernize if they want to survive. Their tooling ecosystem is stuck in 2008, and their kernel's performance is pretty low. IIRC, the kernel itself is also single-threaded, and can't take advantage of multiple CPUs (even if tasks can be SMP scheduled).
Their moat is supposedly their ASIL certification, but I see that value shrinking more and more over time for the following reasons:
1. If your product has a software-related failure, customers won't care about all of your certifications. Only the end product.
2. I'm not convinced that the QNX kernel is less buggy than the Linux kernel. Also, most failures don't tend to be kernel related.
Their moat is supposedly their ASIL certification, but I see that value shrinking more and more over time for the following reasons:
1. If your product has a software-related failure, customers won't care about all of your certifications. Only the end product.
2. I'm not convinced that the QNX kernel is less buggy than the Linux kernel. Also, most failures don't tend to be kernel related.