軟體定義汽車市場機會、成長動力、產業趨勢分析與預測 2025 - 2034

2024 年，全球軟體定義汽車市場價值為 493 億美元，預計 2025 年至 2034 年將以 25.2% 的複合年成長率強勁成長。這些車輛配備即時監控系統，可追蹤性能並採用先進的安全機制，例如主動碰撞偵測、車道維持輔助和緊急制動，從而增強駕駛員的整體安全。

SDV 市場成長的關鍵驅動力是汽車無線 (OTA) 系統，該系統允許持續軟體更新。 OTA 技術使製造商能夠遠端升級車輛軟體，從而提高功能、安全性和使用者體驗。此功能支援自動駕駛和先進駕駛輔助系統(ADAS) 等尖端技術的整合。透過快速解決軟體錯誤和安全漏洞，OTA 可確保車輛保持更新、競爭力和安全，從而提高客戶滿意度。

此外，即時更新安全功能（包括安全性修補程式）的能力大大增加了對 SDV 的需求。隨著消費者期望的提高和監管標準的嚴格化，汽車製造商正在優先考慮使用 SDV 來滿足這些需求。快速推出更新的能力可確保車輛免受不斷變化的網路威脅的影響。

軟體定義汽車市場依車型分為乘用車和商用車。乘用車領域佔據大部分市場佔有率，到2024年將佔80%以上，預計到2032年將超過3000億美元。為中心的平台。這些平台可以無縫整合語音識別、資訊娛樂系統和智慧型手機連接等功能，這些功能正在成為現代車輛的標準配置。

此外，乘用車製造商正在利用 OTA 更新來最佳化車輛性能、引入新功能並解決軟體問題。這提高了客戶滿意度，同時減少了現場服務訪問的需要，使 SDV 對乘用車市場的消費者更具吸引力。

該市場還按應用進行分類，包括資訊娛樂系統、ADAS、自動駕駛、遠端資訊處理、動力總成控制等。 ADAS 是一個重要的細分市場，到2024 年將佔據36% 的市場佔有率。 。這些系統依賴軟體來實現關鍵功能，例如車道維持、防撞和自適應巡航控制。

在領先汽車和科技公司的推動下，到 2024 年，北美市場將佔據全球 SDV 收入 30% 的顯著佔有率。政府對自動駕駛汽車開發的支持進一步加速了 SDV 在該地區的採用。

目錄

第 1 章：方法與範圍

第 2 章：執行摘要

第 3 章：產業洞察

• 產業生態系統分析
  • 原料及零件供應商
  • 汽車製造商
  • 軟體和技術供應商
  • 雲端服務供應商
  • 最終用途
• 供應商格局
• 利潤率分析
• 技術與創新格局
• 專利分析
• 重要新聞和舉措
• 監管環境
• SDV 對車隊管理和物流的影響
• 衝擊力
  • 成長動力
    • 車輛先進功能的需求不斷成長
    • 嚴格的車輛安全法規
    • 增加研發投入
    • 增強的導航和連接
  • 產業陷阱與挑戰
    • 海量資料引發資料隱私問題
    • 複雜性和互通性問題
• 成長潛力分析
• 波特的分析
• PESTEL分析

第 4 章：競爭格局

• 介紹
• 公司市佔率分析
• 競爭定位矩陣
• 戰略展望矩陣

第 5 章：市場估計與預測：按車輛分類，2021 - 2034 年

• 主要趨勢
• 搭乘用車
  • 轎車
  • SUV
  • 掀背車
  • 其他
• 商用車
  • 輕型商用車（LCV）
  • 重型商用車 (HCV)

第 6 章：市場估計與預測：按推進力，2021 - 2034 年

• 主要趨勢
• 冰
• 電的
• 混合

第 7 章：市場估計與預測：依產品分類，2021 - 2034 年

• 主要趨勢
• 軟體
  • 資訊娛樂和遠端資訊處理軟體
  • 高級駕駛輔助系統 (ADAS) 軟體
  • 自動駕駛軟體
  • 無線 (OTA) 軟體更新平台
  • 網路安全軟體
  • 連接解決方案
  • 其他
• 硬體
  • 感應器
  • 計算硬體
  • 連接模組
  • 其他
• 服務
  • 整合服務
  • 連線服務
  • 其他

第 8 章：市場估計與預測：依自治程度分類，2021 - 2034 年

• 主要趨勢
• 1級
• 2級
• 3級
• 4級

第 9 章：市場估計與預測：依應用分類，2021 - 2034

• 主要趨勢
• 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
• 動力總成控制
• 其他

第 10 章：市場估計與預測：按地區，2021 - 2034 年

• 主要趨勢
• 北美洲
  • 美國
  • 加拿大
• 歐洲
  • 英國
  • 德國
  • 法國
  • 義大利
  • 西班牙
  • 俄羅斯
  • 北歐人
• 亞太地區
  • 中國
  • 印度
  • 日本
  • 澳洲
  • 韓國
  • 東南亞
• 拉丁美洲
  • 巴西
  • 墨西哥
  • 阿根廷
• MEA
  • 阿拉伯聯合大公國
  • 南非
  • 沙烏地阿拉伯

第 11 章：公司簡介

• Aptiv PLC
• Audi AG
• BMW
• Continental
• Ford
• General Motors
• Harman
• Lear Corporation
• Marelli Holdings
• Mercedes-Benz
• NVIDIA
• NXP
• Porsche AG
• Robert Bosch GmbH
• Siemens
• Tesla
• Valeo
• Volkswagen
• Volvo Cars
• Waymo

The Global Software-Defined Vehicle Market was valued at USD 49.3 billion in 2024 and is projected to grow at a robust CAGR of 25.2% from 2025 to 2034. SDVs are becoming increasingly equipped with advanced safety technologies powered by sophisticated software. These vehicles feature real-time monitoring systems that track performance and incorporate advanced safety mechanisms, such as proactive collision detection, lane-keeping assist, and emergency braking, which enhance overall driver security.

A key driver of growth in the SDV market is the automotive over-the-air (OTA) system, which allows for continuous software updates. OTA technology enables manufacturers to remotely upgrade vehicle software, improving functionality, safety, and user experience. This capability supports the integration of cutting-edge technologies like autonomous driving and advanced driver assistance systems (ADAS). By swiftly addressing software bugs and security vulnerabilities, OTA ensures vehicles stay updated, competitive, and secure, contributing to higher customer satisfaction.

Moreover, the ability to update safety features in real time, including security patches, has significantly boosted the demand for SDVs. With increasing consumer expectations and stricter regulatory standards, automakers are prioritizing the use of SDVs to meet these demands. The ability to quickly roll out updates ensures that vehicles remain protected from evolving cyber threats.

The software-defined vehicle market is segmented by vehicle type into passenger cars and commercial vehicles. The passenger car segment holds the majority of the market share, accounting for over 80% in 2024, and is expected to surpass USD 300 billion by 2032. As consumers increasingly demand enhanced in-car experiences, automakers are investing in software-focused platforms. These platforms allow for seamless integration of features like voice recognition, infotainment systems, and smartphone connectivity, which are becoming standard in modern vehicles.

In addition, passenger car manufacturers are leveraging OTA updates to optimize vehicle performance, introduce new features, and address software issues. This enhances customer satisfaction while reducing the need for physical service visits, making SDVs more appealing to consumers in the passenger car market.

The market is also categorized by application, including infotainment systems, ADAS, autonomous driving, telematics, powertrain control, and others. ADAS is a significant segment, accounting for 36% of the market share in 2024. The growing demand for advanced safety features, driven by heightened consumer awareness and regulatory pressures, is fueling the widespread adoption of ADAS in SDVs. These systems rely on software for critical functions, such as lane-keeping, collision avoidance, and adaptive cruise control.

North America market holds a prominent share of 30% of the global SDV revenue in 2024, driven by the presence of leading automotive and technology companies. Government support for autonomous vehicle development is further accelerating the adoption of SDVs in this region.

Table of Contents

Chapter 1 Methodology & Scope

• 1.1 Research design
  • 1.1.1 Research approach
  • 1.1.2 Data collection methods
• 1.2 Base estimates & calculations
  • 1.2.1 Base year calculation
  • 1.2.2 Key trends for market estimation
• 1.3 Forecast model
• 1.4 Primary research and validation
  • 1.4.1 Primary sources
  • 1.4.2 Data mining sources
• 1.5 Market scope & definition

Chapter 2 Executive Summary

• 2.1 Industry 360° synopsis, 2021 - 2034

Chapter 3 Industry Insights

• 3.1 Industry ecosystem analysis
  • 3.1.1 Raw material and component suppliers
  • 3.1.2 Automotive manufacturers
  • 3.1.3 Software and technology providers
  • 3.1.4 Cloud service providers
  • 3.1.5 End use
• 3.2 Supplier landscape
• 3.3 Profit margin analysis
• 3.4 Technology & innovation landscape
• 3.5 Patent analysis
• 3.6 Key news & initiatives
• 3.7 Regulatory landscape
• 3.8 Impact of SDVs on fleet management and logistics
• 3.9 Impact forces
  • 3.9.1 Growth drivers
    • 3.9.1.1 Rising demand for advanced features in vehicles
    • 3.9.1.2 Stringent vehicle safety regulations
    • 3.9.1.3 Increased investments in research and development
    • 3.9.1.4 Enhanced navigation and connectivity
  • 3.9.2 Industry pitfalls & challenges
    • 3.9.2.1 Vast amount of data raises data privacy concerns
    • 3.9.2.2 Complexity and interoperability issues
• 3.10 Growth potential analysis
• 3.11 Porter's analysis
• 3.12 PESTEL analysis

Chapter 4 Competitive Landscape, 2024

• 4.1 Introduction
• 4.2 Company market share analysis
• 4.3 Competitive positioning matrix
• 4.4 Strategic outlook matrix

Chapter 5 Market Estimates & Forecast, By Vehicle, 2021 - 2034 ($Bn)

• 5.1 Key trends
• 5.2 Passenger cars
  • 5.2.1 Sedan
  • 5.2.2 SUV
  • 5.2.3 Hatchback
  • 5.2.4 Others
• 5.3 Commercial vehicles
  • 5.3.1 Light Commercial Vehicle (LCV)
  • 5.3.2 Heavy Commercial Vehicle (HCV)

Chapter 6 Market Estimates & Forecast, By Propulsion, 2021 - 2034 ($Bn)

• 6.1 Key trends
• 6.2 ICE
• 6.3 Electric
• 6.4 Hybrid

Chapter 7 Market Estimates & Forecast, By Offering, 2021 - 2034 ($Bn)

• 7.1 Key trends
• 7.2 Software
  • 7.2.1 Infotainment & telematics software
  • 7.2.2 Advanced Driver Assistance Systems (ADAS) Software
  • 7.2.3 Autonomous driving software
  • 7.2.4 Over-the-Air (OTA) software update platforms
  • 7.2.5 Cybersecurity software
  • 7.2.6 Connectivity solutions
  • 7.2.7 Others
• 7.3 Hardware
  • 7.3.1 Sensors
  • 7.3.2 Computing hardware
  • 7.3.3 Connectivity modules
  • 7.3.4 Others
• 7.4 Services
  • 7.4.1 Integration services
  • 7.4.2 Connectivity services
  • 7.4.3 Others

Chapter 8 Market Estimates & Forecast, By Level of Autonomy, 2021 - 2034 ($Bn)

• 8.1 Key trends
• 8.2 Level 1
• 8.3 Level 2
• 8.4 Level 3
• 8.5 Level 4

Chapter 9 Market Estimates & Forecast, By Application, 2021 - 2034 ($Bn)

• 9.1 Key trends
• 9.2 Infotainment systems
• 9.3 Advanced driver assistance systems (ADAS)
• 9.4 Autonomous driving
• 9.5 Telematics
• 9.6 Powertrain control
• 9.7 Others

Chapter 10 Market Estimates & Forecast, By Region, 2021 - 2034 ($Bn)

• 10.1 Key trends
• 10.2 North America
  • 10.2.1 U.S.
  • 10.2.2 Canada
• 10.3 Europe
  • 10.3.1 UK
  • 10.3.2 Germany
  • 10.3.3 France
  • 10.3.4 Italy
  • 10.3.5 Spain
  • 10.3.6 Russia
  • 10.3.7 Nordics
• 10.4 Asia Pacific
  • 10.4.1 China
  • 10.4.2 India
  • 10.4.3 Japan
  • 10.4.4 Australia
  • 10.4.5 South Korea
  • 10.4.6 Southeast Asia
• 10.5 Latin America
  • 10.5.1 Brazil
  • 10.5.2 Mexico
  • 10.5.3 Argentina
• 10.6 MEA
  • 10.6.1 UAE
  • 10.6.2 South Africa
  • 10.6.3 Saudi Arabia

Chapter 11 Company Profiles

• 11.1 Aptiv PLC
• 11.2 Audi AG
• 11.3 BMW
• 11.4 Continental
• 11.5 Ford
• 11.6 General Motors
• 11.7 Harman
• 11.8 Lear Corporation
• 11.9 Marelli Holdings
• 11.10 Mercedes-Benz
• 11.11 NVIDIA
• 11.12 NXP
• 11.13 Porsche AG
• 11.14 Robert Bosch GmbH
• 11.15 Siemens
• 11.16 Tesla
• 11.17 Valeo
• 11.18 Volkswagen
• 11.19 Volvo Cars
• 11.20 Waymo