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市場調查報告書
商品編碼
1702386

全球軟體定義汽車市場 - 2025 年至 2032 年

Global Software Defined Vehicle Market - 2025-2032
出版日期: | 出版商: DataM Intelligence | 英文 180 Pages | 商品交期: 最快1-2個工作天內

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簡介目錄

2024 年全球軟體定義汽車市場規模達到 2,983.6 億美元，預計到 2032 年將達到 1,4787.2 億美元，在 2025-2032 年預測期內的複合年成長率為 22.15%。

全球軟體定義汽車 (SDV) 市場正受到人工智慧 (AI) 和機器學習 (ML) 快速融合的推動，以增強自動駕駛、預測性維護和個人化車載體驗。人工智慧軟體解決方案使 SDV 能夠解釋大量感測器資料、改善即時決策並對不斷變化的道路狀況做出反應，從而提高效率和安全性。

例如，NVIDIA 的 DRIVE 平台透過結合來自攝影機、LiDAR 和雷達的感測器資料，利用 AI 支援 2+ 級和 3 級自動駕駛。同樣，梅賽德斯-奔馳的 MBUX Hyperscreen 由人工智慧驅動，提供智慧娛樂系統，可了解駕駛員的偏好並根據需要最佳化車輛操作。隨著汽車製造商和科技公司大力投資人工智慧驅動的行動解決方案，隨著人工智慧不斷提高車輛性能、安全性和用戶體驗，SDV 產業可能會大幅成長。

動態的

無線 (OTA) 軟體更新需求不斷成長

全球 SDV 市場受到無線 (OTA) 軟體更新需求不斷成長的推動，這使得汽車製造商無需親自上門維修即可提高車輛性能、提供新功能並解決安全漏洞。此功能不僅提高了使用者的便利性，還降低了維護成本並延長了車輛的使用壽命。特斯拉、寶馬和福特等領先的汽車製造商已將 OTA 更新整合到其 SDV 生態系統中，從而推動自動駕駛、資訊娛樂和電池管理的不斷進步。

例如，特斯拉 2023 年的升級透過遠端軟體推送增強了全自動駕駛 (FSD) 功能，從而提高了安全性和駕駛自動化。同樣，福特的 BlueCruise 系統也透過無線 (OTA) 更新來改善高速公路的免持駕駛功能，展示了軟體驅動的汽車如何超越最初的硬體配置。隨著消費者對連網智慧汽車的期望不斷提高，OTA 更新在推動 SDV 採用方面的作用將變得越來越重要。

網路安全與資料隱私風險

全球 SDV 市場的主要限制因素之一是人們對網路安全危險和資料隱私的日益擔憂。由於 SDV 依賴即時連接、無線升級和基於雲端的基礎設施，因此它們容易受到網路攻擊、駭客攻擊和非法資料存取。 V2X 通訊和自動駕駛系統的日益整合加劇了這些擔憂，因為敵對分子會利用軟體漏洞來擾亂汽車運行或洩露客戶資料。

例如，2023 年，道德駭客揭露了特斯拉軟體中的安全漏洞，使他們能夠遠端控制特定的車輛功能。這加劇了人們對強力的網路安全標準、加密機制和監管監督以保護 SDV 免受網路攻擊的必要性的擔憂。如果沒有足夠的安全措施，對資料外洩和系統漏洞的擔憂會阻礙客戶的接受並阻礙產業發展。

目錄

第1章：方法論和範圍

第 2 章：定義與概述

第3章：執行摘要

第4章：動態

  • 影響因素
    • 驅動程式
      • 無線 (OTA) 軟體更新需求不斷成長
    • 限制
      • 網路安全與資料隱私風險
    • 機會
    • 影響分析

第5章：產業分析

  • 波特五力分析
  • 供應鏈分析
  • 定價分析
  • 監理與合規分析
  • 永續性分析
  • DMI 意見

第6章：依類型

  • 半 SDV
  • SDV

第7章：依車輛類型

  • 搭乘用車
  • 商用車

第 8 章：透過推進

  • 冰
  • 電的
  • 混合
  • 其他

第9章：奉獻

  • 硬體
  • 軟體
  • 服務

第 10 章：按應用

  • 資訊娛樂系統
  • 高級駕駛輔助系統 (ADAS)
  • 自動駕駛
  • 遠端資訊處理
  • 動力傳動系統控制
  • 電池管理系統
  • V2X 通訊
  • 其他

第 11 章：按地區

  • 北美洲
    • 美國
    • 加拿大
    • 墨西哥
  • 歐洲
    • 德國
    • 英國
    • 法國
    • 義大利
    • 西班牙
    • 歐洲其他地區
  • 南美洲
    • 巴西
    • 阿根廷
    • 南美洲其他地區
  • 亞太
    • 中國
    • 印度
    • 日本
    • 澳洲
    • 亞太其他地區
  • 中東和非洲

第12章：公司簡介

  • Aptiv PLC
    • 公司概況
    • 產品組合和描述
    • 財務概覽
    • 關鍵進展
  • Tesla, Inc.
  • Continental AG
  • NVIDIA Corporation
  • Robert Bosch GmbH
  • Li Auto Inc.
  • Rivian Automotive, Inc.
  • Volkswagen AG
  • QUALCOMM Incorporated
  • General Motors Company

第 13 章：附錄

簡介目錄
Product Code: AUTR9447

Global software defined vehicle market reached US$ 298.36 billion in 2024 and is expected to reach US$ 1,478.72 billion by 2032, growing with a CAGR of 22.15% during the forecast period 2025-2032.

The global software-defined vehicle (SDV) market is being driven by the rapid integration of artificial intelligence (AI) and machine learning (ML) to enhance autonomous driving, predictive maintenance and personalized in-car experiences. AI-powered software solutions enable SDVs to interpret massive volumes of sensor data, improve real-time decision-making and react to changing road conditions, resulting in greater efficiency and safety.

For example, NVIDIA's DRIVE platform uses AI to support Level 2+ and Level 3 autonomous driving by combining sensor data from cameras, LiDAR and radar. Similarly, Mercedes-Benz's MBUX Hyperscreen, powered by AI, provides an intelligent entertainment system that learns driver preferences and optimizes vehicle operations as needed. With automakers and tech companies investing substantially in AI-driven mobility solutions, the SDV industry is likely to rise significantly as AI continues to improve vehicle performance, safety and user experience.

Dynamic

Rising Demand for Over-the-Air (OTA) Software Updates

The global SDV market is being driven by rising demand for Over-the-Air (OTA) software updates, which enable automakers to improve vehicle performance, provide new features and address security vulnerabilities without requiring physical service visits. This feature not only improves user convenience but also lowers maintenance costs and increases vehicle longevity. Leading automakers like Tesla, BMW and Ford have integrated OTA updates into their SDV ecosystems, allowing for continual advances in autonomous driving, infotainment, and battery management.

For example, Tesla's 2023 upgrade enhanced Full Self-Driving (FSD) capabilities with a remote software push, hence improving safety and driving automation. Similarly, Ford's BlueCruise system received over-the-air (OTA) updates to improve hands-free highway driving features, demonstrating how software-driven vehicles may expand beyond initial hardware configurations. As consumer expectations for connected and intelligent vehicles continue to rise, the role of OTA updates in driving SDV adoption will become increasingly important.

Cybersecurity and Data Privacy Risks

One of the primary constraints in the global SDV market is the growing concern about cybersecurity dangers and data privacy. As SDVs rely on real-time connectivity, over-the-air upgrades, and cloud-based infrastructure, they are subject to cyberattacks, hacking and illegal data access. The growing integration of V2X communication and autonomous driving systems exacerbates these concerns as hostile actors exploit software flaws to disrupt car operations or compromise customer data.

For example, in 2023, ethical hackers exposed security weaknesses in Tesla's software, allowing them to remotely control specific vehicle functionalities. This heightened concerns about the need for strong cybersecurity standards, encryption mechanisms and regulatory supervision to defend SDVs from cyberattacks. Without adequate security measures, concerns about data breaches and system vulnerabilities hinder customer acceptance and hamper industry growth.

Segment Analysis

The global software defined vehicle market is segmented based on type, vehicle type, propulsion, offering, application and region.

Advancements in ADAS is Expected to Drive the Segment Growth

The increasing integration of Advanced Driver Assistance Systems (ADAS) is a major driver of the global SDV market, as automakers focus on enhancing vehicle safety, automation and user experience. ADAS features such as adaptive cruise control, lane-keeping assist, automatic emergency braking and traffic sign recognition rely on continuous software updates and sensor fusion technologies, making software-defined architectures critical for their functionality.

For instance, in 2023, Mercedes-Benz's Level 3 autonomous driving system, Drive Pilot, became the first globally certified Level 3 system, allowing hands-free driving under specific conditions. The system relies heavily on real-time AI-driven software processing and OTA updates, a hallmark of SDVs. As regulatory bodies worldwide mandate higher safety standards and crash avoidance technologies, the role of ADAS in accelerating SDV adoption will continue to expand.

Geographical Penetration

Growing Investments in Connected and Autonomous Vehicle Technologies in North America

North America software-defined vehicle (SDV) market is experiencing significant growth, driven by increasing investments in connected and autonomous vehicle (CAV) technologies. Leading automakers and technology firms in US and Canada are heavily investing in software-driven vehicle architectures to support advanced driver-assistance systems (ADAS), vehicle-to-everything (V2X) communication and over-the-air (OTA) updates.

For instance, in 2021, General Motors (GM) committed over US$ 35 billion toward autonomous and electric vehicle (EV) technologies between 2020 and 2025, focusing on software-driven innovations such as its Ultifi platform, which enables continuous vehicle feature upgrades via software updates. The increasing investment is driving North America's SDV market forward, making software the core component of next-generation vehicles.

Sustainability Analysis

The global SDV market is significantly contributing to sustainability by streamlining vehicle architectures and reducing electronic waste. For instance, in 2025, Rivian's collaboration with Volkswagen, focuses on integrating advanced electrical infrastructure and software technology into future electric vehicles. The partnership aims to simplify vehicle manufacturing by reducing the number of electronic control units and wiring, leading to lighter vehicles that are more energy-efficient and environmentally friendly.

Such innovations not only decrease production costs but also enhance the sustainability of vehicle production by minimizing material usage and waste. The SDV market is fostering sustainability through the development of smart mobility solutions. Companies like Finland's Virta and Kempower have capitalized on this trend by providing advanced EV charging infrastructure and software solutions. Their early investments in EV technology have facilitated the widespread adoption of electric vehicles, contributing to reduced greenhouse gas emissions and promoting sustainable urban mobility.

Competitive Landscape

The major global players in the market include Aptiv PLC, Tesla, Inc., Continental AG, NVIDIA Corporation, Robert Bosch GmbH, Li Auto Inc., Rivian Automotive, Inc., Volkswagen AG, QUALCOMM Incorporated and General Motors Company.

Key Developments

  • In 2024, Volvo Group and Daimler Truck, two well-known companies in the commercial vehicle industry, are united in their commitment to lead the digital transition to software-defined heavy-duty vehicles. Both companies have tentatively agreed to form a joint venture to increase their cooperation. This venture will be responsible for developing a truck operating system and a common software-defined vehicle platform.
  • In 2021, Robert Bosch GmbH and Microsoft Corporation have formed a cooperation to create and provide a cloud-based SDV platform. The collaboration will combine Bosch's automotive experience with Microsoft's Azure cloud platform to create a platform that will allow manufacturers to develop and deploy new SDV features and applications.

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Target Audience 2024

  • Manufacturers/ Buyers
  • Industry Investors/Investment Bankers
  • Research Professionals
  • Emerging Companies

Table of Contents

1. Methodology and Scope

  • 1.1. Research Methodology
  • 1.2. Research Objective and Scope of the Report

2. Definition and Overview

3. Executive Summary

  • 3.1. Snippet by Type
  • 3.2. Snippet by Vehicle Type
  • 3.3. Snippet by Propulsion
  • 3.4. Snippet by Offering
  • 3.5. Snippet by Application
  • 3.6. Snippet by Region

4. Dynamics

  • 4.1. Impacting Factors
    • 4.1.1. Drivers
      • 4.1.1.1. Rising Demand for Over-the-Air (OTA) Software Updates
    • 4.1.2. Restraints
      • 4.1.2.1. Cybersecurity and Data Privacy Risks
    • 4.1.3. Opportunity
    • 4.1.4. Impact Analysis

5. Industry Analysis

  • 5.1. Porter's Five Forces Analysis
  • 5.2. Supply Chain Analysis
  • 5.3. Pricing Analysis
  • 5.4. Regulatory and Compliance Analysis
  • 5.5. Sustainability Analysis
  • 5.6. DMI Opinion

6. By Type

  • 6.1. Introduction
    • 6.1.1. Market Size Analysis and Y-o-Y Growth Analysis (%), By Type
    • 6.1.2. Market Attractiveness Index, By Type
  • 6.2. Semi-SDV*
    • 6.2.1. Introduction
    • 6.2.2. Market Size Analysis and Y-o-Y Growth Analysis (%)
  • 6.3. SDV

7. By Vehicle Type

  • 7.1. Introduction
    • 7.1.1. Market Size Analysis and Y-o-Y Growth Analysis (%), By Vehicle Type
    • 7.1.2. Market Attractiveness Index, By Vehicle Type
  • 7.2. Passenger Car*
    • 7.2.1. Introduction
    • 7.2.2. Market Size Analysis and Y-o-Y Growth Analysis (%)
  • 7.3. Commercial Vehicles

8. By Propulsion

  • 8.1. Introduction
    • 8.1.1. Market Size Analysis and Y-o-Y Growth Analysis (%), By Propulsion
    • 8.1.2. Market Attractiveness Index, By Propulsion
  • 8.2. ICE*
    • 8.2.1. Introduction
    • 8.2.2. Market Size Analysis and Y-o-Y Growth Analysis (%)
  • 8.3. Electric
  • 8.4. Hybrid
  • 8.5. Others

9. By Offering

  • 9.1. Introduction
    • 9.1.1. Market Size Analysis and Y-o-Y Growth Analysis (%), By Offering
    • 9.1.2. Market Attractiveness Index, By Offering
  • 9.2. Hardware*
    • 9.2.1. Introduction
    • 9.2.2. Market Size Analysis and Y-o-Y Growth Analysis (%)
  • 9.3. Software
  • 9.4. Services

10. By Application

  • 10.1. Introduction
    • 10.1.1. Market Size Analysis and Y-o-Y Growth Analysis (%), By Application
    • 10.1.2. Market Attractiveness Index, By Application
  • 10.2. Infotainment systems*
    • 10.2.1. Introduction
    • 10.2.2. Market Size Analysis and Y-o-Y Growth Analysis (%)
  • 10.3. Advanced Driver Assistance Systems (ADAS)
  • 10.4. Autonomous driving
  • 10.5. Telematics
  • 10.6. Powertrain control
  • 10.7. Battery Management Systems
  • 10.8. V2X communication
  • 10.9. Others

11. By Region

  • 11.1. Introduction
    • 11.1.1. Market Size Analysis and Y-o-Y Growth Analysis (%), By Region
    • 11.1.2. Market Attractiveness Index, By Region
  • 11.2. North America
    • 11.2.1. Introduction
    • 11.2.2. Key Region-Specific Dynamics
    • 11.2.3. Market Size Analysis and Y-o-Y Growth Analysis (%), By Type
    • 11.2.4. Market Size Analysis and Y-o-Y Growth Analysis (%), By Vehicle Type
    • 11.2.5. Market Size Analysis and Y-o-Y Growth Analysis (%), By Propulsion
    • 11.2.6. Market Size Analysis and Y-o-Y Growth Analysis (%), By Offering
    • 11.2.7. Market Size Analysis and Y-o-Y Growth Analysis (%), By Application
    • 11.2.8. Market Size Analysis and Y-o-Y Growth Analysis (%), By Country
      • 11.2.8.1. US
      • 11.2.8.2. Canada
      • 11.2.8.3. Mexico
  • 11.3. Europe
    • 11.3.1. Introduction
    • 11.3.2. Key Region-Specific Dynamics
    • 11.3.3. Market Size Analysis and Y-o-Y Growth Analysis (%), By Type
    • 11.3.4. Market Size Analysis and Y-o-Y Growth Analysis (%), By Vehicle Type
    • 11.3.5. Market Size Analysis and Y-o-Y Growth Analysis (%), By Propulsion
    • 11.3.6. Market Size Analysis and Y-o-Y Growth Analysis (%), By Offering
    • 11.3.7. Market Size Analysis and Y-o-Y Growth Analysis (%), By Application
    • 11.3.8. Market Size Analysis and Y-o-Y Growth Analysis (%), By Country
      • 11.3.8.1. Germany
      • 11.3.8.2. UK
      • 11.3.8.3. France
      • 11.3.8.4. Italy
      • 11.3.8.5. Spain
      • 11.3.8.6. Rest of Europe
  • 11.4. South America
    • 11.4.1. Introduction
    • 11.4.2. Key Region-Specific Dynamics
    • 11.4.3. Market Size Analysis and Y-o-Y Growth Analysis (%), By Type
    • 11.4.4. Market Size Analysis and Y-o-Y Growth Analysis (%), By Vehicle Type
    • 11.4.5. Market Size Analysis and Y-o-Y Growth Analysis (%), By Propulsion
    • 11.4.6. Market Size Analysis and Y-o-Y Growth Analysis (%), By Offering
    • 11.4.7. Market Size Analysis and Y-o-Y Growth Analysis (%), By Application
    • 11.4.8. Market Size Analysis and Y-o-Y Growth Analysis (%), By Country
      • 11.4.8.1. Brazil
      • 11.4.8.2. Argentina
      • 11.4.8.3. Rest of South America
  • 11.5. Asia-Pacific
    • 11.5.1. Introduction
    • 11.5.2. Key Region-Specific Dynamics
    • 11.5.3. Market Size Analysis and Y-o-Y Growth Analysis (%), By Type
    • 11.5.4. Market Size Analysis and Y-o-Y Growth Analysis (%), By Vehicle Type
    • 11.5.5. Market Size Analysis and Y-o-Y Growth Analysis (%), By Propulsion
    • 11.5.6. Market Size Analysis and Y-o-Y Growth Analysis (%), By Offering
    • 11.5.7. Market Size Analysis and Y-o-Y Growth Analysis (%), By Application
    • 11.5.8. Market Size Analysis and Y-o-Y Growth Analysis (%), By Country
      • 11.5.8.1. China
      • 11.5.8.2. India
      • 11.5.8.3. Japan
      • 11.5.8.4. Australia
      • 11.5.8.5. Rest of Asia-Pacific
  • 11.6. Middle East and Africa
    • 11.6.1. Introduction
    • 11.6.2. Key Region-Specific Dynamics
    • 11.6.3. Market Size Analysis and Y-o-Y Growth Analysis (%), By Type
    • 11.6.4. Market Size Analysis and Y-o-Y Growth Analysis (%), By Vehicle Type
    • 11.6.5. Market Size Analysis and Y-o-Y Growth Analysis (%), By Propulsion
    • 11.6.6. Market Size Analysis and Y-o-Y Growth Analysis (%), By Offering
    • 11.6.7. Market Size Analysis and Y-o-Y Growth Analysis (%), By Application

12. Company Profiles

  • 12.1. Aptiv PLC*
    • 12.1.1. Company Overview
    • 12.1.2. Product Portfolio and Description
    • 12.1.3. Financial Overview
    • 12.1.4. Key Developments
  • 12.2. Tesla, Inc.
  • 12.3. Continental AG
  • 12.4. NVIDIA Corporation
  • 12.5. Robert Bosch GmbH
  • 12.6. Li Auto Inc.
  • 12.7. Rivian Automotive, Inc.
  • 12.8. Volkswagen AG
  • 12.9. QUALCOMM Incorporated
  • 12.10. General Motors Company

LIST NOT EXHAUSTIVE

13. Appendix

  • 13.1. About Us and Services
  • 13.2. Contact Us