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全球軟體定義汽車市場：按 SDV 類型、E/E架構、車輛類型、地區 - 預測（~2030 年）
市場調查報告書
商品編碼
1518213

全球軟體定義汽車市場：按 SDV 類型、E/E架構、車輛類型、地區 - 預測（~2030 年）

Software Defined Vehicle Market by SDV Type (Semi-SDV. SDV), E/E Architecture (Distributed, Domain Centralised, Zonal Control), Vehicle Type (Passenger Car and Light Commercial Vehicle) and Region - Global Forecast to 2030
出版日期: | 出版商: MarketsandMarkets | 英文 239 Pages | 訂單完成後即時交付

價格

全球軟體定義汽車市場規模預計將從2024年的2,135億美元增加到2030年的1,2,376億美元，複合年成長率為34.0%。

由於多種因素，SDV 變得越來越受歡迎，例如：消費者可以受益於高度個人化的駕駛體驗，其中包括針對每位駕駛者量身定做的設定和偏好。對於OEM而言，SDV 透過允許他們銷售基於軟體的功能和服務開闢了新的收益來源。此外，計量收費移動模式的興起提供了汽車共享和訂閱等靈活的使用選項，以滿足現代消費者的偏好。

調查範圍
調查年份 2024-2030
基準年 2024年
預測期 2024-2030
單元 10億美元
部分 SDV類型、E/E架構、車型、地區
目標區域 亞太地區、北美、歐洲

“根據 E/E架構，區域控制器架構可能會成為預測期內的主導部分。”

SDV 配備了許多為提高駕駛舒適性、車輛安全性和故障偵測而開發的電子功能。特斯拉（美國）、蔚來汽車（中國）、小鵬汽車（中國）、ZEEKR（中國）和理想汽車公司（中國）等 SDV 供應商正在使用該專區來利用 SDV 先進的整合軟體功能。第一種方法從控制器單元開始。傳統OEM也計劃在遷移到 SDV 的同時遷移到區域運算系統。從2026年開始，大眾汽車將透過區域控制中央運算將小鵬汽車的CES架構整合到其車輛中。現代、梅賽德斯和寶馬等OEM也計劃在 2026 年至 2028 年過渡到區域控制架構，並將其納入其最新的汽車平臺中。區域控制允許OEM透過每輛車 4 到 10 個 HPC 來控制整個車輛，從而減少車內過多佈線的需要。因此，向區域控制的過渡是實現 SDV 全部潛力的重要一步，提供更精簡、適應性強和高效的車輛架構。

“歐洲具有很高的市場成長潛力。”

歐洲為市場帶來了巨大的成長機會，其特點是嚴格的安全要求和對更好的使用者體驗的需求。在歐洲，主要OEM正向 SDV 過渡，包括福斯、寶馬、雷諾、Stellantis 和賓士。在歐洲，OEM正在透過策略聯盟和收購在該地區擴張。例如，2023年2月，CARIAD GmbH收購了Hexad GmbH的行動服務平台部門，加強了其針對大眾集團數位汽車生態系統的雲端服務能力。此次收購將超過 75 名 Hexad 開發人員引入 CARIAD，加強軟體開發，以改善該集團旗下品牌的數位服務。此外，從 2024 年 3 月開始，大眾汽車集團將利用其 23 個地區工廠來支援歐洲 SDV 的開發和生產。

本報告研究和分析了全球軟體定義汽車市場，提供了關鍵促進因素和限制因素、競爭格局和未來趨勢的資訊。

目錄

第1章簡介

第2章調查方法

第3章執行摘要

第 4 章重要考察

  • SDV 生態系統中的公司具有吸引力的機會
  • SDV 市場的未來：按地區分類
  • SDV 市場的未來：按 SDV 類型分類
  • SDV 市場的未來：按車型分類

第5章市場概況

  • 介紹
  • 市場動態
    • 促進因素
    • 抑制因素
    • 機會
    • 任務
  • 生態系分析
    • OEM
    • 一級硬體提供者
    • 二級公司
    • 晶片提供者
    • 軟體供應商
    • 雲端提供者
  • 技術分析（SDV 的關鍵推動因素）
  • OEM SDV 換檔比較
  • 傳統OEM轉向 SDV 所採用的策略
  • SDV生態系統中科技公司和雲端供應商的比較
  • OEM遷移到 SDV 的 E/E架構計劃
  • 案例研究分析

第 6 章 SDV 市場的未來：依 E/E架構分類

  • 介紹
  • 分散式架構
  • 領域集中式架構
  • 區域控制架構

第7章 SDV 市場的未來：按 SDV 類型

  • 介紹
  • SDV
  • 半SDV
  • 重要考察

第8章 SDV 市場的未來：按車型分類

  • 介紹
  • 客車
  • 輕型商用車
  • 重要考察

第 9 章 SDV 市場的未來：按地區分類

  • 介紹
  • 亞太地區
    • 產生人工智慧的影響分析
    • 中國
    • 日本
    • 韓國
  • 歐洲
    • 產生人工智慧的影響分析
    • 德國
    • 法國
    • 英國
    • 西班牙
  • 北美洲
    • 產生人工智慧的影響分析
    • 美國
    • 加拿大

第10章競爭格局

  • 介紹
  • 主要企業策略
  • 市場佔有率分析（2023）
  • 收益分析（2019-2023）
  • 企業評價矩陣：主要企業（2023年）
  • 公司評估矩陣：Start-Ups/中小企業（2023）
  • 公司評價及財務指標
  • 競爭格局及趨勢

第11章 公司簡介

  • 主要 SDV 公司
    • TESLA
    • LI AUTO INC.
    • ZEEKR
    • XPENG INC.
    • NIO
    • RIVIAN
  • 主要OEM轉向 SDV
    • VOLKSWAGEN AG
    • HYUNDAI MOTOR CORPORATION
    • FORD MOTOR COMPANY
    • GENERAL MOTORS
    • RENAULT GROUP
    • TOYOTA MOTOR CORPORATION
    • STELLANTIS
    • MERCEDES-BENZ AG
    • BYD
    • BMW
  • 領先的技術整合商
    • NVIDIA CORPORATION
    • QUALCOMM TECHNOLOGIES INC.
    • BLACKBERRY LIMITED
    • VECTOR INFORMATIK GMBH
    • GOOGLE INC.
    • AMAZON INC.
    • MICROSOFT
    • APEX.AI
    • MOBILEYE
    • TENCENT
    • ALIBABA
    • HORIZON ROBOTICS
    • TATA TECHNOLOGIES
    • KPIT TECHNOLOGIES

第 12 章 市場與市場的建議

  • 傳統OEM透過後向整合開發軟體系統
  • 內燃機車向 SDV 的過渡將放緩，市場將由豪華車主導
  • 傳統OEM轉向域集中式架構與區域控制
  • 結論

第13章附錄

Product Code: AT 8783

The Software Defined Vehicle Market size is projected to grow from USD 213.5 billion in 2024 to USD 1,237.6 billion by 2030, at a CAGR of 34.0%. SDVs are becoming increasingly popular due to various factors such as Consumers benefit from a highly personalized driving experience, with settings and preferences customized as per drivers. For OEMs, SDVs open up new revenue streams by allowing them to sell software-based features and services. Moreover, the rise of pay-per-use mobility models offers flexible usage options like car-sharing and subscriptions, catering to modern consumer preferences.

Scope of the Report
Years Considered for the Study2024-2030
Base Year2024
Forecast Period2024-2030
Units ConsideredValue (USD Billion)
SegmentsSDV Type (Semi-SDV. SDV), E/E Architecture (Distributed, Domain Centralised, Zonal Control), Vehicle Type (Passenger Car and Light Commercial Vehicle) and Region
Regions coveredAsia Pacific, North America, and Europe.

"Zonal Controller Architecture is likely to be the leading segment in the Software Defined Vehicle market by E/E Architecture during the forecast period."

SDVs come with an array of electronic features developed for improved driving comfort, vehicle safety, and fault detection. SDV providers such as Tesla (US), NIO (China), XPENG (China), ZEEKR (China), and Li Auto Inc. (China) have adopted a software-first approach in which they start with zonal control units to utilize the advanced and integrated software features of SDVs. Legacy OEMs also plan to shift to zonal compute systems with their SDV shift. Volkswagen plans to integrate XPENG's CES architecture in its vehicles, starting from 2026, which will be equipped with zonal control central computing. Other OEMs such as Hyundai, Mercedes, and BMW also plan to shift to zonal control architecture by 2026-2028, incorporated in their latest vehicle platforms. Zonal controllers allow OEMs to control the whole vehicle through 4-10 HPCs per vehicle and reduce the need for excessive wiring in the vehicles. Thus, the transition to zonal control is seen as a significant step towards fully realizing the potential of SDVs, offering a more streamlined, adaptable, and efficient vehicle architecture.

"Europe shows high growth potential for Software Defined Vehicle market."

Europe presents a huge growth opportunity for the Software Defined Vehicle market, which is characterized by stringent safety requirements and a need for better user experience. It is home to leading OEMs such as Volkswagen, BMW, Renault, Stellantis, and Mercedes-Benz, which are transitioning toward SDVs. In Europe, OEMs are expanding in the region through strategic partnerships and acquisitions. For instance, in February 2023, CARIAD GmbH acquired Hexad GmbH's Mobility Services Platform unit which enhanced its cloud service capabilities for Volkswagen Group's digital automotive ecosystem. This acquisition integrated over 75 Hexad developers into CARIAD which strengthened its software development for improved digital services across Group brands. Also, in March 2024, Volkswagen Group plans to utilize its 23 regional plants to support the development and production of SDVs in Europe.

In-depth interviews were conducted with CEOs, marketing directors, other innovation and technology directors, and executives from various key organizations operating in the SDV market. The break-up of the primaries is as follows:

  • By Company Type: Tier I - 42%, Tier II - 40%, and OEM -18%,
  • By Designation: C-level Executives- 57%, Directors - 29%, and Executives - 14%
  • By Region: North America - 39%, Europe - 33%, and Asia Pacific - 28%

The Software Defined Vehicle market comprises major manufacturers such as Tesla (US), Li Auto Inc. (China), NIO (China), Rivian (US), XPENG Inc. (China), and ZEEKR (China), etc.

Research Coverage:

The study covers the Software Defined Vehicle market across various segments. It aims to estimate the market size and future growth potential of this market across different segments such as SDV type, vehicle type, E/E architecture, and region. The study also includes an in-depth competitive analysis of key market players, their company profiles, key observations related to product and business offerings, recent developments, and acquisitions.

This research report categorizes Software Defined Vehicle Market by SDV type (Semi-SDV, SDV), vehicle type (Passenger Car, Light Commercial Vehicle), E/E architecture, (Distributed Architecture, Domain Centralised Architecture, Zonal Control Architecture) and region Region (Asia Pacific, Europe, and North America).

The report's scope covers detailed information regarding the major factors, such as drivers, restraints, challenges, and opportunities, influencing the growth of the Software Defined Vehicle market. A detailed analysis of the key industry players provides insights into their business overview, solutions, and services; key strategies; contracts, partnerships, agreements, new product & service launches, mergers and acquisitions, and recent developments associated with the Software Defined Vehicle market. This report covers a competitive analysis of SMEs/startups in the Software Defined Vehicle market ecosystem.

Reasons to buy this report:

The report will help the market leaders/new entrants in this market with information on the closest approximations of the revenue numbers for the overall Software Defined Vehicle market and the subsegments. This report will help stakeholders understand the competitive landscape and gain more insights to position their businesses better and to plan suitable go-to-market strategies. The report also helps stakeholders understand the market pulse and provides information on key market drivers, restraints, challenges, and opportunities.

The report provides insights on the following pointers:

  • Analysis of key drivers (Reduced recall and manufacturing costs, personalized client engagement, integration of ADAS digital cockpits, and increasing adoption of 5G technology), restraints (Limited over-the-air updates and increase in risk of cyberattacks), opportunities (Remote diagnostics, Pay-per-use mobility, SDV platform monetization and Digital twin for emergency repair), and challenges (Complex software updates and security patching and risk of data breach) influencing the growth of the Software Defined Vehicle market.
  • Product Development/Innovation: Detailed insights on upcoming technologies, research & development activities, and new product & service launches in the Software Defined Vehicle market.
  • Market Development: Comprehensive information about lucrative markets - the report analyses the Software Defined Vehicle market across varied regions.
  • Market Diversification: Exhaustive information about new products & services, untapped geographies, recent developments, and investments in the Software Defined Vehicle market.
  • Competitive Assessment: In-depth assessment of market shares, growth strategies, and service offerings of leading players like Tesla (US), Li Auto Inc. (China), NIO (China), Rivian (US), XPENG Inc. (China), and ZEEKR (China), among others in the Software Defined Vehicle market.

TABLE OF CONTENTS

1 INTRODUCTION

  • 1.1 STUDY OBJECTIVES
  • 1.2 MARKET DEFINITION
    • 1.2.1 INCLUSIONS AND EXCLUSIONS
  • 1.3 MARKET SCOPE
    • 1.3.1 MARKETS COVERED
    • 1.3.2 REGIONS COVERED
    • 1.3.3 YEARS CONSIDERED
  • 1.4 CURRENCY CONSIDERED
  • 1.5 UNIT CONSIDERED
  • 1.6 STAKEHOLDERS

2 RESEARCH METHODOLOGY

  • 2.1 RESEARCH DATA
    • 2.1.1 SECONDARY DATA
      • 2.1.1.1 Key secondary sources
        • 2.1.1.1.1 List of key secondary sources
      • 2.1.1.2 Key data from secondary sources
    • 2.1.2 PRIMARY DATA
      • 2.1.2.1 Primary interview participants (OEMs, hardware providers, tech integrators)
      • 2.1.2.2 Key industry insights
      • 2.1.2.3 Breakdown of primary interviews
      • 2.1.2.4 List of primary interview participants
  • 2.2 MARKET SIZE ESTIMATION METHODOLOGY
    • 2.2.1 BOTTOM-UP APPROACH
  • 2.3 MARKET BREAKDOWN AND DATA TRIANGULATION
  • 2.4 FACTOR ANALYSIS
  • 2.5 RESEARCH ASSUMPTIONS
  • 2.6 RESEARCH LIMITATIONS
  • 2.7 RISK ANALYSIS

3 EXECUTIVE SUMMARY

4 PREMIUM INSIGHTS

  • 4.1 ATTRACTIVE OPPORTUNITIES FOR PLAYERS IN SDV ECOSYSTEM
  • 4.2 FUTURE OF SDV MARKET, BY REGION
  • 4.3 FUTURE OF SDV MARKET, BY SDV TYPE
  • 4.4 FUTURE OF SDV MARKET, BY VEHICLE TYPE

5 MARKET OVERVIEW

  • 5.1 INTRODUCTION
  • 5.2 MARKET DYNAMICS
    • 5.2.1 DRIVERS
      • 5.2.1.1 Reduced recall and manufacturing costs
      • 5.2.1.2 Personalized client engagement
      • 5.2.1.3 Integration of ADAS digital cockpits
      • 5.2.1.4 Increasing adoption of 5G technology
    • 5.2.2 RESTRAINTS
      • 5.2.2.1 Limited over-the-air updates
      • 5.2.2.2 Increase in risk of cyberattacks in SDVs
    • 5.2.3 OPPORTUNITIES
      • 5.2.3.1 Remote diagnostics
      • 5.2.3.2 Pay-per-use mobility
      • 5.2.3.3 SDV platform monetization
      • 5.2.3.4 Digital twin for emergency repair
    • 5.2.4 CHALLENGES
      • 5.2.4.1 Complex software updates and security patching
      • 5.2.4.2 Risk of data breach
  • 5.3 ECOSYSTEM ANALYSIS
    • 5.3.1 OEMS
    • 5.3.2 TIER 1 HARDWARE PROVIDERS
    • 5.3.3 TIER 2 PLAYERS
    • 5.3.4 CHIP PROVIDERS
    • 5.3.5 SOFTWARE PROVIDERS
    • 5.3.6 CLOUD PROVIDERS
  • 5.4 TECHNOLOGY ANALYSIS (KEY ENABLERS OF SDV)
    • 5.4.1 INTRODUCTION
    • 5.4.2 CENTRAL HPC
    • 5.4.3 ZONAL CONTROLLERS
    • 5.4.4 OVER-THE-AIR UPDATES
    • 5.4.5 SCALABLE E/E ARCHITECTURE
  • 5.5 OEM SDV SHIFT COMPARISON
  • 5.6 STRATEGIES FOLLOWED BY LEGACY OEMS FOR SDV SHIFT
    • 5.6.1 OEM DASHBOARD FOR SDV OFFERINGS BY KEY OEMS
  • 5.7 COMPARISON OF TECH PLAYERS AND CLOUD PROVIDERS IN SDV ECOSYSTEM
  • 5.8 E/E ARCHITECTURE PLANS OF OEMS SHIFTING TO SDV
  • 5.9 CASE STUDY ANALYSIS
    • 5.9.1 CUBIC TELECOM'S ROLE IN TRANSFORMING VEHICLE ARCHITECTURE
    • 5.9.2 IMPLEMENTING VIRTUAL TESTING ENVIRONMENT WITH RED HAT
    • 5.9.3 VOLKSWAGEN'S STRATEGIC FOCUS ON SOFTWARE INNOVATION
    • 5.9.4 STANDARDIZING OVER-THE-AIR UPDATES WITH ESYNC ALLIANCE
    • 5.9.5 CONTINENTAL AUTOMOTIVE EDGE PLATFORM IN COLLABORATION WITH AWS
    • 5.9.6 REVOLUTIONIZING AUTOMOTIVE SOFTWARE DEVELOPMENT WITH BLACKBERRY IVY AND AWS
    • 5.9.7 AWS AND BLACKBERRY'S APPROACH TO MODERNIZING VEHICLE SOFTWARE
    • 5.9.8 NVIDIA'S DRIVE PLATFORM POWERS VOLVO'S AUTONOMOUS VISION
    • 5.9.9 TESLA'S JOURNEY INTO SOFTWARE-DEFINED VEHICLES
    • 5.9.10 BMW'S STRATEGIC SHIFT IN AUTOMOTIVE SOFTWARE

6 FUTURE OF SDV MARKET, BY E/E ARCHITECTURE

  • 6.1 INTRODUCTION
  • 6.2 DISTRIBUTED ARCHITECTURE
  • 6.3 DOMAIN CENTRALIZED ARCHITECTURE
  • 6.4 ZONAL CONTROL ARCHITECTURE

7 FUTURE OF SDV MARKET, BY SDV TYPE

  • 7.1 INTRODUCTION
  • 7.2 SDV
    • 7.2.1 INCREASED FLEXIBILITY AND AGILITY THROUGH OVER-THE-AIR UPDATES TO DRIVE SDV SHIFT
  • 7.3 SEMI-SDV
    • 7.3.1 TRANSITIONAL PHASE TOWARD MORE ADVANCED ZONAL CONTROL ARCHITECTURE
  • 7.4 KEY PRIMARY INSIGHTS

8 FUTURE OF SDV MARKET, BY VEHICLE TYPE

  • 8.1 INTRODUCTION
  • 8.2 PASSENGER CAR
    • 8.2.1 CONSUMER EXPECTATIONS FOR SEAMLESS, TECH-DRIVEN EXPERIENCES TO DRIVE MARKET
  • 8.3 LIGHT COMMERCIAL VEHICLE
    • 8.3.1 RAPID ADOPTION OF SOFTWARE-DEFINED LIGHT COMMERCIAL VEHICLES FOR GOODS TRANSPORT IN NORTH AMERICA TO DRIVE MARKET
  • 8.4 KEY PRIMARY INSIGHTS

9 FUTURE OF SDV MARKET, BY REGION

  • 9.1 INTRODUCTION
  • 9.2 ASIA PACIFIC
    • 9.2.1 GENERATIVE AI IMPACT ANALYSIS
    • 9.2.2 CHINA
      • 9.2.2.1 Platformization and SDV ecosystem development to drive market
    • 9.2.3 JAPAN
      • 9.2.3.1 Government and OEM partnerships to drive market
    • 9.2.4 SOUTH KOREA
      • 9.2.4.1 Global expansion of South Korean OEMs to drive market
  • 9.3 EUROPE
    • 9.3.1 GENERATIVE AI IMPACT ANALYSIS
    • 9.3.2 GERMANY
      • 9.3.2.1 Strong engineering landscape and leading component providers and OEMs shifting to SDV offerings to drive market
    • 9.3.3 FRANCE
      • 9.3.3.1 OEM initiatives and partnerships with software providers to drive market
    • 9.3.4 UK
      • 9.3.4.1 Government regulations to drive SDV adoption
    • 9.3.5 SPAIN
      • 9.3.5.1 OEMs planning to develop software architecture for SDVs to drive market
  • 9.4 NORTH AMERICA
    • 9.4.1 GENERATIVE AI IMPACT ANALYSIS
    • 9.4.2 US
      • 9.4.2.1 Technological advancements and OTA updates by OEMs to drive market
    • 9.4.3 CANADA
      • 9.4.3.1 Strategic partnerships and infrastructure development to drive market

10 COMPETITIVE LANDSCAPE

  • 10.1 INTRODUCTION
  • 10.2 KEY PLAYER STRATEGIES
  • 10.3 MARKET SHARE ANALYSIS, 2023
  • 10.4 REVENUE ANALYSIS, 2019-2023
  • 10.5 COMPANY EVALUATION MATRIX: KEY PLAYERS, 2023
    • 10.5.1 STARS
    • 10.5.2 EMERGING LEADERS
    • 10.5.3 PERVASIVE PLAYERS
    • 10.5.4 PARTICIPANTS
    • 10.5.5 COMPANY FOOTPRINT: KEY PLAYERS, 2023
      • 10.5.5.1 Company footprint
      • 10.5.5.2 Vehicle type footprint
      • 10.5.5.3 Region footprint
  • 10.6 COMPANY EVALUATION MATRIX: START-UPS/SMES, 2023
    • 10.6.1 PROGRESSIVE COMPANIES
    • 10.6.2 RESPONSIVE COMPANIES
    • 10.6.3 DYNAMIC COMPANIES
    • 10.6.4 STARTING BLOCKS
    • 10.6.5 COMPETITIVE BENCHMARKING: START-UPS/SMES, 2023
  • 10.7 COMPANY VALUATION AND FINANCIAL METRICS
  • 10.8 COMPETITIVE SCENARIOS AND TRENDS
    • 10.8.1 PRODUCT LAUNCHES
    • 10.8.2 DEALS

11 COMPANY PROFILES

  • 11.1 KEY SDV PROVIDERS
    • 11.1.1 TESLA
      • 11.1.1.1 Business overview
      • 11.1.1.2 Products offered
      • 11.1.1.3 Recent developments
        • 11.1.1.3.1 Product launches
        • 11.1.1.3.2 Deals
      • 11.1.1.4 MnM view
        • 11.1.1.4.1 Key strengths
        • 11.1.1.4.2 Strategic choices
        • 11.1.1.4.3 Weaknesses and competitive threats
    • 11.1.2 LI AUTO INC.
      • 11.1.2.1 Business overview
      • 11.1.2.2 Products offered
      • 11.1.2.3 Recent developments
        • 11.1.2.3.1 Product launches
        • 11.1.2.3.2 Deals
      • 11.1.2.4 MnM view
        • 11.1.2.4.1 Key strengths
        • 11.1.2.4.2 Strategic choices
        • 11.1.2.4.3 Weaknesses and competitive threats
    • 11.1.3 ZEEKR
      • 11.1.3.1 Business overview
      • 11.1.3.2 Products offered
      • 11.1.3.3 Recent developments
        • 11.1.3.3.1 Product launches
        • 11.1.3.3.2 Deals
        • 11.1.3.3.3 Expansions
        • 11.1.3.3.4 Others
      • 11.1.3.4 MnM view
        • 11.1.3.4.1 Key strengths
        • 11.1.3.4.2 Strategic choices
        • 11.1.3.4.3 Weaknesses and competitive threats
    • 11.1.4 XPENG INC.
      • 11.1.4.1 Business overview
      • 11.1.4.2 Products offered
      • 11.1.4.3 Recent developments
        • 11.1.4.3.1 Product launches
        • 11.1.4.3.2 Deals
      • 11.1.4.4 MnM view
        • 11.1.4.4.1 Key strengths
        • 11.1.4.4.2 Strategic choices
        • 11.1.4.4.3 Weaknesses and competitive threats
    • 11.1.5 NIO
      • 11.1.5.1 Business overview
      • 11.1.5.2 Products offered
      • 11.1.5.3 Recent developments
        • 11.1.5.3.1 Product launches
        • 11.1.5.3.2 Deals
      • 11.1.5.4 MnM view
        • 11.1.5.4.1 Key strengths
        • 11.1.5.4.2 Strategic choices
        • 11.1.5.4.3 Weaknesses and competitive threats
    • 11.1.6 RIVIAN
      • 11.1.6.1 Business overview
      • 11.1.6.2 Products offered
      • 11.1.6.3 Recent developments
        • 11.1.6.3.1 Product launches
        • 11.1.6.3.2 Deals
      • 11.1.6.4 MnM view
        • 11.1.6.4.1 Key strengths
        • 11.1.6.4.2 Strategic choices
        • 11.1.6.4.3 Weaknesses and competitive threats
  • 11.2 KEY OEMS SHIFTING TO SDV
    • 11.2.1 VOLKSWAGEN AG
      • 11.2.1.1 Business overview
      • 11.2.1.2 Products offered
      • 11.2.1.3 Recent developments
        • 11.2.1.3.1 Product launches
        • 11.2.1.3.2 Deals
        • 11.2.1.3.3 Expansions
    • 11.2.2 HYUNDAI MOTOR CORPORATION
      • 11.2.2.1 Business overview
      • 11.2.2.2 Products offered
      • 11.2.2.3 Recent developments
        • 11.2.2.3.1 Deals
    • 11.2.3 FORD MOTOR COMPANY
      • 11.2.3.1 Business overview
      • 11.2.3.2 Products offered
      • 11.2.3.3 Recent developments
        • 11.2.3.3.1 Product launches
        • 11.2.3.3.2 Deals
    • 11.2.4 GENERAL MOTORS
      • 11.2.4.1 Business overview
      • 11.2.4.2 Products offered
      • 11.2.4.3 Recent developments
        • 11.2.4.3.1 Product launches
        • 11.2.4.3.2 Deals
    • 11.2.5 RENAULT GROUP
      • 11.2.5.1 Business overview
      • 11.2.5.2 Products offered
      • 11.2.5.3 Recent developments
        • 11.2.5.3.1 Product launches
        • 11.2.5.3.2 Deals
    • 11.2.6 TOYOTA MOTOR CORPORATION
      • 11.2.6.1 Business overview
      • 11.2.6.2 Products offered
      • 11.2.6.3 Recent developments
        • 11.2.6.3.1 Deals
    • 11.2.7 STELLANTIS
      • 11.2.7.1 Business overview
      • 11.2.7.2 Products offered
      • 11.2.7.3 Recent developments
        • 11.2.7.3.1 Product launches
        • 11.2.7.3.2 Deals
    • 11.2.8 MERCEDES-BENZ AG
      • 11.2.8.1 Business overview
      • 11.2.8.2 Products offered
      • 11.2.8.3 Recent developments
        • 11.2.8.3.1 Product launches
        • 11.2.8.3.2 Deals
    • 11.2.9 BYD
      • 11.2.9.1 Business overview
      • 11.2.9.2 Products offered
      • 11.2.9.3 Recent developments
        • 11.2.9.3.1 Product launches
        • 11.2.9.3.2 Deals
    • 11.2.10 BMW
      • 11.2.10.1 Business overview
      • 11.2.10.2 Products offered
      • 11.2.10.3 Recent developments
        • 11.2.10.3.1 Product launches
        • 11.2.10.3.2 Deals
  • 11.3 KEY TECH INTEGRATORS
    • 11.3.1 NVIDIA CORPORATION
    • 11.3.2 QUALCOMM TECHNOLOGIES INC.
    • 11.3.3 BLACKBERRY LIMITED
    • 11.3.4 VECTOR INFORMATIK GMBH
    • 11.3.5 GOOGLE INC.
    • 11.3.6 AMAZON INC.
    • 11.3.7 MICROSOFT
    • 11.3.8 APEX.AI
    • 11.3.9 MOBILEYE
    • 11.3.10 TENCENT
    • 11.3.11 ALIBABA
    • 11.3.12 HORIZON ROBOTICS
    • 11.3.13 TATA TECHNOLOGIES
    • 11.3.14 KPIT TECHNOLOGIES

12 RECOMMENDATIONS BY MARKETSANDMARKETS

  • 12.1 LEGACY OEMS BACKWARD-INTEGRATING TO DEVELOP THEIR SOFTWARE SYSTEMS
  • 12.2 TRANSITION TO SDV TO BE SLOWER IN ICE VEHICLES AND MARKET TO BE LED BY LUXURY VEHICLES
  • 12.3 LEGACY OEMS SHIFTING TO DOMAIN CENTRALIZED ARCHITECTURE AND ZONAL CONTROL
  • 12.4 CONCLUSION

13 APPENDIX

  • 13.1 KEY INSIGHTS OF INDUSTRY EXPERTS
  • 13.2 DISCUSSION GUIDE
  • 13.3 KNOWLEDGESTORE: MARKETSANDMARKETS' SUBSCRIPTION PORTAL
  • 13.4 CUSTOMIZATION OPTIONS
    • 13.4.1 FURTHER BREAKDOWN OF FUTURE OF SDV MARKET, BY VEHICLE TYPE AT COUNTRY-LEVEL (FOR COUNTRIES PRESENT IN THE REPORT)
    • 13.4.2 ADDITIONAL COUNTRIES (APART FROM THOSE ALREADY CONSIDERED IN REPORT) WITH SIGNIFICANT SDV MARKET
    • 13.4.3 COMPANY INFORMATION
    • 13.4.4 PROFILES OF ADDITIONAL MARKET PLAYERS (UP TO FIVE)
  • 13.5 RELATED REPORTS
  • 13.6 AUTHOR DETAILS

List of Tables

  • TABLE 1 FUTURE OF SDV MARKET DEFINITION, BY VEHICLE TYPE
  • TABLE 2 FUTURE OF SDV MARKET DEFINITION, BY SDV TYPE
  • TABLE 3 FUTURE OF SDV MARKET DEFINITION, BY E/E ARCHITECTURE
  • TABLE 4 INCLUSIONS AND EXCLUSIONS
  • TABLE 5 USD EXCHANGE RATES
  • TABLE 6 NETWORK SPEED REQUIRED FOR PERFORMANCE
  • TABLE 7 PAID SERVICES PROVIDED BY KEY OEMS
  • TABLE 8 IMPACT OF MARKET DYNAMICS
  • TABLE 9 ROLE OF COMPANIES IN ECOSYSTEM
  • TABLE 10 OEMS PROVIDING OVER-THE-AIR UPDATES
  • TABLE 11 COMPUTE PLATFORM PROVIDERS
  • TABLE 12 CLOUD PROVIDERS
  • TABLE 13 REFERENCE OS AND SOFTWARE SUITE PROVIDERS
  • TABLE 14 OEM PLANS FOR NEW E/E ARCHITECTURE
  • TABLE 15 FUTURE OF SDV MARKET, BY SDV TYPE, 2020-2023 (THOUSAND UNITS)
  • TABLE 16 FUTURE OF SDV MARKET, BY SDV TYPE, 2024-2030 (THOUSAND UNITS)
  • TABLE 17 FUTURE OF SDV MARKET, BY VEHICLE TYPE, 2020-2023 (THOUSAND UNITS)
  • TABLE 18 FUTURE OF SDV MARKET, BY VEHICLE TYPE, 2024-2030 (THOUSAND UNITS)
  • TABLE 19 PASSENGER CAR: FUTURE OF SDV MARKET, BY REGION, 2020-2023 (THOUSAND UNITS)
  • TABLE 20 PASSENGER CAR: FUTURE OF SDV MARKET, BY REGION, 2024-2030 (THOUSAND UNITS)
  • TABLE 21 LIGHT COMMERCIAL VEHICLE: FUTURE OF SDV MARKET, BY REGION, 2020-2023 (THOUSAND UNITS)
  • TABLE 22 LIGHT COMMERCIAL VEHICLE: FUTURE OF SDV MARKET, BY REGION, 2024-2030 (THOUSAND UNITS)
  • TABLE 23 FUTURE OF SDV MARKET, BY REGION, 2020-2023 (USD BILLION)
  • TABLE 24 FUTURE OF SDV MARKET, BY REGION, 2024-2030 (USD BILLION)
  • TABLE 25 FUTURE OF SDV MARKET, BY REGION, 2020-2023 (THOUSAND UNITS)
  • TABLE 26 FUTURE OF SDV MARKET, BY REGION, 2024-2030 (THOUSAND UNITS)
  • TABLE 27 ASIA PACIFIC: FUTURE OF SDV MARKET, 2020-2023 (THOUSAND UNITS)
  • TABLE 28 ASIA PACIFIC: FUTURE OF SDV MARKET, 2024-2030 (THOUSAND UNITS)
  • TABLE 29 EUROPE: FUTURE OF SDV MARKET, 2020-2023 (THOUSAND UNITS)
  • TABLE 30 EUROPE: FUTURE OF SDV MARKET, 2024-2030 (THOUSAND UNITS)
  • TABLE 31 NORTH AMERICA: FUTURE OF SDV MARKET, 2020-2023 (THOUSAND UNITS)
  • TABLE 32 NORTH AMERICA: FUTURE OF SDV MARKET, 2024-2030 (THOUSAND UNITS)
  • TABLE 33 KEY PLAYER STRATEGIES, 2021-2024
  • TABLE 34 FUTURE OF SDV MARKET: VEHICLE TYPE FOOTPRINT, 2023
  • TABLE 35 FUTURE OF SDV MARKET: REGION FOOTPRINT, 2023
  • TABLE 36 FUTURE OF SDV MARKET: LIST OF KEY START-UPS/SMES
  • TABLE 37 FUTURE OF SDV MARKET: COMPETITIVE BENCHMARKING OF START-UPS/SMES
  • TABLE 38 FUTURE OF SDV MARKET: PRODUCT LAUNCHES, JANUARY 2021-JUNE 2024
  • TABLE 39 FUTURE OF SDV MARKET: DEALS, JANUARY 2021-JUNE 2024
  • TABLE 40 TESLA: COMPANY OVERVIEW
  • TABLE 41 TESLA: PRODUCTS OFFERED
  • TABLE 42 TESLA: PRODUCT LAUNCHES
  • TABLE 43 TESLA: DEALS
  • TABLE 44 LI AUTO INC.: COMPANY OVERVIEW
  • TABLE 45 LI AUTO INC.: PRODUCTS OFFERED
  • TABLE 46 LI AUTO INC.: PRODUCT LAUNCHES
  • TABLE 47 LI AUTO INC.: DEALS
  • TABLE 48 ZEEKR: COMPANY OVERVIEW
  • TABLE 49 ZEEKR: PRODUCTS OFFERED
  • TABLE 50 ZEEKR: PRODUCT LAUNCHES
  • TABLE 51 ZEEKR: DEALS
  • TABLE 52 ZEEKR: EXPANSIONS
  • TABLE 53 ZEEKR: OTHERS
  • TABLE 54 XPENG INC.: COMPANY OVERVIEW
  • TABLE 55 XPENG INC.: PRODUCTS OFFERED
  • TABLE 56 XPENG INC.: PRODUCT LAUNCHES
  • TABLE 57 XPENG INC.: DEALS
  • TABLE 58 NIO: COMPANY OVERVIEW
  • TABLE 59 NIO: PRODUCTS OFFERED
  • TABLE 60 NIO: PRODUCT LAUNCHES
  • TABLE 61 NIO: DEALS
  • TABLE 62 RIVIAN: COMPANY OVERVIEW
  • TABLE 63 RIVIAN: PRODUCTS OFFERED
  • TABLE 64 RIVIAN: PRODUCT LAUNCHES
  • TABLE 65 RIVIAN: DEALS
  • TABLE 66 VOLKSWAGEN AG: COMPANY OVERVIEW
  • TABLE 67 VOLKSWAGEN AG: PRODUCTS OFFERED
  • TABLE 68 VOLKSWAGEN AG: PRODUCT LAUNCHES
  • TABLE 69 VOLKSWAGEN AG: DEALS
  • TABLE 70 VOLKSWAGEN AG: EXPANSIONS
  • TABLE 71 HYUNDAI MOTOR CORPORATION: COMPANY OVERVIEW
  • TABLE 72 HYUNDAI MOTOR CORPORATION: PRODUCTS OFFERED
  • TABLE 73 HYUNDAI MOTOR CORPORATION: DEALS
  • TABLE 74 FORD MOTOR COMPANY: COMPANY OVERVIEW
  • TABLE 75 FORD MOTOR COMPANY: PRODUCTS OFFERED
  • TABLE 76 FORD MOTOR COMPANY: PRODUCT LAUNCHES
  • TABLE 77 FORD MOTOR COMPANY: DEALS
  • TABLE 78 GENERAL MOTORS: COMPANY OVERVIEW
  • TABLE 79 GENERAL MOTORS: PRODUCTS OFFERED
  • TABLE 80 GENERAL MOTORS: PRODUCT LAUNCHES
  • TABLE 81 GENERAL MOTORS: DEALS
  • TABLE 82 RENAULT GROUP: COMPANY OVERVIEW
  • TABLE 83 RENAULT GROUP: PRODUCTS OFFERED
  • TABLE 84 RENAULT GROUP: PRODUCT LAUNCHES
  • TABLE 85 RENAULT GROUP: DEALS
  • TABLE 86 TOYOTA MOTOR CORPORATION: COMPANY OVERVIEW
  • TABLE 87 TOYOTA MOTOR CORPORATION: PRODUCTS OFFERED
  • TABLE 88 TOYOTA MOTOR CORPORATION: DEALS
  • TABLE 89 STELLANTIS: COMPANY OVERVIEW
  • TABLE 90 STELLANTIS: PRODUCTS OFFERED
  • TABLE 91 STELLANTIS: PRODUCT LAUNCHES
  • TABLE 92 STELLANTIS: DEALS
  • TABLE 93 MERCEDES-BENZ AG: COMPANY OVERVIEW
  • TABLE 94 MERCEDES-BENZ AG: PRODUCTS OFFERED
  • TABLE 95 MERCEDES-BENZ AG: PRODUCT LAUNCHES
  • TABLE 96 MERCEDES-BENZ AG: DEALS
  • TABLE 97 BYD: COMPANY OVERVIEW
  • TABLE 98 BYD: PRODUCTS OFFERED
  • TABLE 99 BYD: PRODUCT LAUNCHES
  • TABLE 100 BYD: DEALS
  • TABLE 101 BMW: COMPANY OVERVIEW
  • TABLE 102 BMW: PRODUCTS OFFERED
  • TABLE 103 BMW: PRODUCT LAUNCHES
  • TABLE 104 BMW: DEALS
  • TABLE 105 NVIDIA CORPORATION: COMPANY OVERVIEW
  • TABLE 106 QUALCOMM TECHNOLOGIES INC.: COMPANY OVERVIEW
  • TABLE 107 BLACKBERRY LIMITED: COMPANY OVERVIEW
  • TABLE 108 VECTOR INFORMATIK GMBH: COMPANY OVERVIEW
  • TABLE 109 GOOGLE INC.: COMPANY OVERVIEW
  • TABLE 110 AMAZON INC.: COMPANY OVERVIEW
  • TABLE 111 MICROSOFT: COMPANY OVERVIEW
  • TABLE 112 APEX.AI: COMPANY OVERVIEW
  • TABLE 113 MOBILEYE: COMPANY OVERVIEW
  • TABLE 114 TENCENT: COMPANY OVERVIEW
  • TABLE 115 ALIBABA: COMPANY OVERVIEW
  • TABLE 116 HORIZON ROBOTICS: COMPANY OVERVIEW
  • TABLE 117 TATA TECHNOLOGIES: COMPANY OVERVIEW
  • TABLE 118 KPIT TECHNOLOGIES: COMPANY OVERVIEW

List of Figures

  • FIGURE 1 FUTURE OF SDV MARKET SEGMENTATION
  • FIGURE 2 RESEARCH DESIGN
  • FIGURE 3 RESEARCH PROCESS FLOW
  • FIGURE 4 KEY INDUSTRY INSIGHTS
  • FIGURE 5 BREAKDOWN OF PRIMARY INTERVIEWS: BY COMPANY TYPE, DESIGNATION, AND REGION
  • FIGURE 6 RESEARCH METHODOLOGY: HYPOTHESIS BUILDING
  • FIGURE 7 BOTTOM-UP APPROACH
  • FIGURE 8 MARKET GROWTH PROJECTIONS FROM DEMAND-SIDE DRIVERS AND OPPORTUNITIES
  • FIGURE 9 DEMAND AND SUPPLY-SIDE FACTOR ANALYSIS
  • FIGURE 10 SDV GROWTH FACTORS: DATA STREAMS FUEL NEW FEATURES AND SERVICES
  • FIGURE 11 GLOBAL SDV SHIFT SCENARIO
  • FIGURE 12 KEY PLAYERS: SDV SHIFT COMPARISON
  • FIGURE 13 SEMI-SDV TO BE TRANSITIONAL PHASE IN SHIFT TO SDV
  • FIGURE 14 INCREASING DEMAND FOR BETTER DRIVING EXPERIENCE AND OEM PLANS FOR ALTERNATIVE REVENUE STREAMS TO DRIVE MARKET
  • FIGURE 15 EUROPE TO BE FASTEST-GROWING MARKET WITH MAJOR EUROPEAN AUTOMAKERS SHIFTING TO DIGITAL FIRST ECOSYSTEM
  • FIGURE 16 SEMI-SDV SEGMENT TO ACT AS TRANSITION PHASE FOR SDV SHIFT
  • FIGURE 17 LIGHT COMMERCIAL VEHICLE TO BE FASTER-GROWING VEHICLE TYPE DURING FORECAST PERIOD
  • FIGURE 18 INTEGRATED COMPONENTS OF SOFTWARE-DEFINED VEHICLES
  • FIGURE 19 DRIVERS, RESTRAINTS, OPPORTUNITIES, AND CHALLENGES
  • FIGURE 20 COST SAVINGS BY REGULAR OVER-THE-AIR UPDATES
  • FIGURE 21 PERSONALIZED CLIENT ENGAGEMENT: BENEFITS TO CUSTOMERS
  • FIGURE 22 QUALCOMM'S SNAPDRAGON DIGITAL CHASSIS PLATFORM
  • FIGURE 23 5G USE CASES IN AUTOMOTIVE SECTOR
  • FIGURE 24 OVER-THE-AIR UPDATE METHOD
  • FIGURE 25 WORKING OF INTRUSION DETECTION SYSTEMS
  • FIGURE 26 SERVICE-ORIENTED VEHICLE DIAGNOSTICS
  • FIGURE 27 AUTOMOTIVE TECHNOLOGY STACK
  • FIGURE 28 DIGITAL TWIN ECOSYSTEM
  • FIGURE 29 ECOSYSTEM ANALYSIS
  • FIGURE 30 CENTRAL HIGH-PERFORMANCE COMPUTING IN SDV
  • FIGURE 31 NXP SEMICONDUCTORS: ZONE CONTROL POC
  • FIGURE 32 OVER-THE-AIR FIRMWARE UPDATE THROUGH DEVICE MANAGEMENT SYSTEM
  • FIGURE 33 TRENDS OF FUTURE E/E-ARCHITECTURE
  • FIGURE 34 COMPARISON OF SDV OFFERINGS BY LEADING OEMS
  • FIGURE 35 STRATEGIES FOLLOWED BY KEY LEGACY OEMS FOR SDV SHIFT
  • FIGURE 36 OEM DASHBOARD ON SDV OFFERING AND EFFORTS BY KEY LEGACY OEMS
  • FIGURE 37 CURRENT E/E ARCHITECTURE SCENARIO
  • FIGURE 38 SHIFT IN E/E ARCHITECTURE FOR VEHICLE ELECTRONICS CONTROL
  • FIGURE 39 SDV SEGMENT TO DOMINATE MARKET DURING FORECAST PERIOD
  • FIGURE 40 PASSENGER CAR SEGMENT TO LEAD MARKET DURING FORECAST PERIOD
  • FIGURE 41 FUTURE OF SDV MARKET, BY REGION, 2024-2030
  • FIGURE 42 ASIA PACIFIC: FUTURE OF SDV MARKET SNAPSHOT
  • FIGURE 43 SDV MARKET IN CHINA (2023)
  • FIGURE 44 EUROPE: FUTURE OF SDV MARKET, BY COUNTRY, 2024-2030 (THOUSAND UNITS)
  • FIGURE 45 NORTH AMERICA: FUTURE OF SDV MARKET SNAPSHOT
  • FIGURE 46 MARKET SHARE ANALYSIS, 2023
  • FIGURE 47 REVENUE ANALYSIS OF OEMS, 2019-2023
  • FIGURE 48 FUTURE OF SDV MARKET: COMPANY EVALUATION MATRIX (KEY PLAYERS), 2023
  • FIGURE 49 FUTURE OF SDV MARKET: COMPANY FOOTPRINT, 2023
  • FIGURE 50 FUTURE OF SDV MARKET: OVERALL FOOTPRINT FOR OEMS TRANSITIONING TO SDV, 2023
  • FIGURE 51 FUTURE OF SDV MARKET: COMPANY EVALUATION MATRIX (START-UPS/SMES), 2023
  • FIGURE 52 VALUATION OF TOP 5 COMPANIES (OEMS)
  • FIGURE 53 FINANCIAL METRICS OF TOP 5 PLAYERS (OEMS)
  • FIGURE 54 TESLA: COMPANY SNAPSHOT
  • FIGURE 55 TESLA: SDV SHIFT JOURNEY
  • FIGURE 56 LI AUTO INC.: COMPANY SNAPSHOT
  • FIGURE 57 LI AUTO INC.: SDV SHIFT JOURNEY
  • FIGURE 58 ZEEKR: SDV SHIFT JOURNEY
  • FIGURE 59 XPENG INC.: COMPANY SNAPSHOT
  • FIGURE 60 XPENG INC.: SDV SHIFT JOURNEY
  • FIGURE 61 NIO: COMPANY SNAPSHOT
  • FIGURE 62 NIO: SDV SHIFT JOURNEY
  • FIGURE 63 RIVIAN: COMPANY SNAPSHOT
  • FIGURE 64 RIVIAN: SDV SHIFT JOURNEY
  • FIGURE 65 VOLKSWAGEN AG: COMPANY SNAPSHOT
  • FIGURE 66 VOLKSWAGEN AG: SDV SHIFT JOURNEY
  • FIGURE 67 HYUNDAI MOTOR CORPORATION: COMPANY SNAPSHOT
  • FIGURE 68 HYUNDAI MOTOR CORPORATION: SDV SHIFT JOURNEY
  • FIGURE 69 FORD MOTOR COMPANY: COMPANY SNAPSHOT
  • FIGURE 70 FORD MOTOR COMPANY: SDV SHIFT JOURNEY
  • FIGURE 71 GENERAL MOTORS: COMPANY SNAPSHOT
  • FIGURE 72 GENERAL MOTORS: SDV SHIFT JOURNEY
  • FIGURE 73 RENAULT GROUP: COMPANY SNAPSHOT
  • FIGURE 74 RENAULT GROUP: SDV SHIFT JOURNEY
  • FIGURE 75 TOYOTA MOTOR CORPORATION: COMPANY SNAPSHOT
  • FIGURE 76 TOYOTA MOTOR CORPORATION: SDV SHIFT JOURNEY
  • FIGURE 77 STELLANTIS: COMPANY SNAPSHOT
  • FIGURE 78 STELLANTIS: SDV SHIFT JOURNEY
  • FIGURE 79 STELLANTIS: VEHICLE PLATFORMS
  • FIGURE 80 MERCEDES-BENZ AG: COMPANY SNAPSHOT
  • FIGURE 81 MERCEDES-BENZ AG: SDV SHIFT JOURNEY
  • FIGURE 82 BYD: COMPANY SNAPSHOT
  • FIGURE 83 BYD: SDV SHIFT JOURNEY
  • FIGURE 84 BMW: COMPANY SNAPSHOT
  • FIGURE 85 BMW: SDV SHIFT JOURNEY
  • FIGURE 86 NVIDIA CORPORATION: SDV OFFERINGS
  • FIGURE 87 QUALCOMM TECHNOLOGIES INC.: SDV OFFERING
  • FIGURE 88 QUALCOMM TECHNOLOGIES INC.: SNAPDRAGON DIGITAL CHASSIS
  • FIGURE 89 BLACKBERRY LIMITED: SDV OFFERING
  • FIGURE 90 VECTOR INFORMATIK GMBH: SDV OFFERING
  • FIGURE 91 GOOGLE INC.: SDV OFFERING
  • FIGURE 92 AMAZON INC.: SDV OFFERING
  • FIGURE 93 STRATEGIC RECOMMENDATIONS FOR OEMS IN SDV MARKET