市場調查報告書
商品編碼
1587678
到 2030 年 SDV(軟體定義汽車)市場預測:按產品、SDV 類型、E/E架構、推進類型、自主程度、車輛類型、應用和地區進行全球分析Software Defined Vehicle Market Forecasts to 2030 - Global Analysis By Offering (Software, Hardware and Service), SDV Type, E/E Architecture, Propulsion Type, Level of Autonomy, Vehicle Type, Application and by Geography |
根據Stratistics MRC預測,2024年全球SDV(軟體定義汽車)市場規模將達到516.4億美元,預測期內複合年成長率為20.1%,預計到2030年將達到1549.6億美元。
軟體定義汽車(SDV)整合了尖端軟體技術來提高汽車性能和功能,代表了汽車行業的革命性變化。與傳統車輛不同,SDV 的集中式軟體架構可以隨時更新和修改,使製造商能夠透過無線方式實施新功能和增強功能。這種適應性使汽車製造商能夠快速回應不斷變化的消費者需求和法律要求。
根據國際資料公司 (IDC) 預測,到 2025 年,全球汽車軟體支出預計將超過 1,000 億美元,凸顯了汽車產業對軟體解決方案的日益依賴。
客戶對改善體驗的需求
隨著客戶變得更加精通技術,他們對車輛性能和功能的需求正在改變。隨著個人化客戶服務需求的增加,駕駛員正在尋找配備資訊娛樂系統和可根據個人喜好量身定做的連接選項的汽車。為了應對這一趨勢,製造商正在投資開發可改善用戶與其車輛之間互動的軟體,提供語音辨識、整合應用程式和智慧導航等功能。此外,對增強安全功能的關注正在推動 ADAS 技術的採用。 ADAS技術主要依靠先進的軟體演算法來提供主動式車距維持定速系統、防撞和車道維持輔助等功能。
網路攻擊的可能性增加
隨著汽車變得更加互聯和依賴軟體系統,網路攻擊的風險呈指數級成長。 SDV 通常包含 V2X(車對萬物)通訊和 OTA(無線)更新等功能,這些功能可能會被駭客利用。網路安全缺陷可能允許未授權存取關鍵車輛系統,從而使駕駛員和乘客的安全面臨風險。為了防範這些威脅,製造商必須大力投資強大的網路安全措施,包括加密通訊協定和持續監控系統。
轉向基於訂閱的框架
向基於訂閱的經營模式的轉變是 SDV 市場的一個顯著趨勢。由於消費者更喜歡汽車體驗的靈活性和個人化,因此對可根據每個人的需求量身定做的服務的需求不斷成長。透過軟體更新、改進的連接性以及資訊娛樂套件和先進導航系統等優質服務,這項變更使製造商能夠產生穩定的收入。此外,透過適應這些新的經營模式,汽車製造商可以提高客戶參與和忠誠度,同時實現收益來源多元化。
軟體更新和安全性修補程式的複雜性
OTA 更新在維護車輛軟體方面有很多好處,但其實施也面臨挑戰。確保更新順利進行並且不會干擾車輛運行至關重要。然而,由於相容性問題和部署期間可能出現的意外錯誤,此步驟可能很困難。還需要定期發布安全性修補程式來修復漏洞,但處理這些更新會使製造商的軟體管理程式變得複雜。公司需要擁有有效的系統來測試和部署更新,並獲得較高的客戶滿意度。
SDV(軟體定義汽車)市場受到 COVID-19 大流行的嚴重影響,這也對汽車產業的其他領域造成了重大干擾。由於經濟不確定性和購買力下降,疫情最初導致消費者對新車的需求急劇下降,並抑制了軟體定義汽車的銷售。由於全球各地工廠關閉和供應鏈中斷等問題,汽車製造商發現很難採購生產 SDV 所需的關鍵零件。結果,SDV 所必需的尖端軟體技術的創建和實施被推遲。此外,由於市場波動,研發支出也放緩,阻礙了創新和提高汽車競爭力的新功能的推出。
軟體部分預計將在預測期內成為最大的部分
由於車輛功能對先進軟體解決方案的依賴日益增加,SDV(軟體定義車輛)市場的軟體部分佔據了最大佔有率。資訊娛樂系統、ADAS(高級駕駛輔助系統)、自動駕駛軟體和 OTA(無線)更新平台只是該領域涵蓋的部分應用。製造商正在投資軟體開發,以滿足日益成長的連接需求和改善的用戶體驗,以提供提高安全性、效率和整體駕駛滿意度的功能。此外,先進軟體系統的採用和電動車 (EV) 的成長正在提高車輛性能並實現即時更新和診斷。
預計半 SDV 細分市場在預測期內複合年成長率最高。
由於對可自訂功能的需求不斷成長以及車輛軟體技術的快速發展,軟體定義車輛(SDV)市場的半SDV細分市場預計將表現出最高的複合年成長率。半 SDV 越來越受到尋求靈活性和個性化的客戶的歡迎,因為車輛功能可以透過先進的軟體進行管理和控制,而無需進行重大硬體修改。此外,隨著汽車產業轉向更加以軟體為中心的設計,半 SDV 領域預計將蓬勃發展,透過無線更新和持續增強提供提高客戶參與的機會。
由於汽車技術的顯著進步和基本客群的擴大,亞太地區預計將佔據軟體車輛(SDV)市場的最大佔有率。由於對電動車 (EV) 和自動駕駛技術的投資,預計到 2030 年,中國、日本、印度和韓國等國家將處於 SDV 技術採用的前沿。主要企業是中國,有比亞迪、蔚來和小鵬等頂級製造商支持,對具有尖端軟體功能的汽車有強勁的需求。此外,該地區的快速都市化以及政府支持永續性和智慧交通的舉措進一步增強了 SDV 的成長前景。
由於嚴格的政府法規和對永續性的關注,SDV(軟體定義汽車)市場的複合年成長率預計將在歐洲地區最高。由於專注於開發 SDV 應用的新興企業的崛起以及汽車產業研發 (R&D) 活動的活性化,歐洲佔收益的很大一部分。 DG CONNECT 安排的研討會旨在解決關鍵問題並鼓勵競爭前軟體開發,這是定義歐洲市場的行業參與企業之間合作努力的一個例子。此外,這種合作可以培養創造力並加速尖端汽車技術的採用。
According to Stratistics MRC, the Global Software Defined Vehicle Market is accounted for $51.64 billion in 2024 and is expected to reach $154.96 billion by 2030 growing at a CAGR of 20.1% during the forecast period. Software-defined vehicles (SDVs), which integrate cutting-edge software technologies to improve vehicle performance and functionality, represent a revolutionary change in the automotive industry. Manufacturers are able to implement new features and enhancements over-the-air (OTA) owing to SDVs' centralized software architecture, which is different from that of conventional vehicles and permits constant updates and modifications. This adaptability enables automakers to swiftly adjust to shifting consumer demands and legal requirements.
According to the International Data Corporation (IDC), global spending on automotive software is expected to surpass $100 billion by 2025, highlighting the increasing reliance on software solutions in the automotive industry.
Demand from customers for improved experiences
Customers demands for car performance and features have changed as they have grown more tech-savvy. As the need for individualized customer service grows, drivers are looking for cars with infotainment systems and connectivity options that can be customized to suit their unique tastes. Manufacturers are now investing in software that improves user interaction with the car owing to this trend, which offers features like voice recognition, integrated apps, and smart navigation. Additionally, the focus on enhanced safety features propels the uptake of ADAS technologies, which mainly rely on sophisticated software algorithms to deliver features like adaptive cruise control, collision avoidance, and lane-keeping assistance.
Higher chance of cyber attacks
The risk of cyber attacks rises sharply as cars become more networked and dependent on software systems. Potential hackers have multiple points of entry due to the complexity of SDVs, which frequently include features like vehicle-to-everything (V2X) communication and over-the-air (OTA) updates. Cybersecurity flaws could allow illegal access to vital car systems, endangering the safety of both drivers and passengers. To defend against these threats, manufacturers need to make significant investments in strong cybersecurity measures, such as encryption protocols and ongoing monitoring systems.
Transition to subscription-based frameworks
The shift to subscription-based business models is a noteworthy trend in the SDV market. There is a growing need for services that can be customized to meet the needs of each individual, as consumers prefer flexibility and personalization in their car experiences. Through software updates, improved connectivity features, and premium services like infotainment packages or sophisticated navigation systems, this change enables manufacturers to create steady income. Moreover, automakers can increase customer engagement and loyalty while diversifying their revenue streams as they adjust to these new business models.
Software update and security patch complexity
Although OTA updates have many benefits for keeping up with car software, their implementation can be challenging. It is essential to make sure that updates are smooth and do not interfere with the operation of the vehicle; nevertheless, this procedure can be difficult due to compatibility problems or unforeseen bugs that may appear during deployment. Regular security patching is also required to fix vulnerabilities, but handling these updates can make manufacturers software management procedures more difficult. In order to test and deploy updates with high customer satisfaction, businesses need to create effective systems.
The market for software-defined vehicles was significantly impacted by the COVID-19 pandemic, which also caused major disruptions in other areas of the automotive sector. Due to economic uncertainty and decreased purchasing power, the pandemic initially caused a sharp drop in consumer demand for new cars, which hindered sales of software-defined vehicles. It was challenging for automakers to find the vital parts needed for SDV production because of issues like factory closures and supply chain disruptions worldwide. The creation and implementation of cutting-edge software technologies that are essential to SDVs were delayed as a result. Furthermore, research and development expenditures slowed as a result of the unstable market, impeding innovation and the rollout of new features that could improve a vehicle's competitiveness.
The Software segment is expected to be the largest during the forecast period
Due to the growing dependence on sophisticated software solutions for vehicle functions, the software segment of the software defined vehicle (SDV) market has the largest share. Infotainment systems, advanced driver assistance systems (ADAS), autonomous driving software, and over-the-air (OTA) update platforms are just a few of the applications covered in this segment. In an effort to provide features that increase safety, efficiency, and overall driving satisfaction, manufacturers are investing in software development in response to the growing demand for connectivity and improved user experiences. Moreover, the adoption of advanced software systems and the growth of electric vehicles (EVs) are improving vehicle performance and making real-time updates and diagnostics possible.
The Semi-SDV segment is expected to have the highest CAGR during the forecast period
The growing demand for customizable features and the quick technical developments in vehicle software are expected to propel the Semi-SDV segment of the Software Defined Vehicle (SDV) market to show the highest CAGR. Semi-SDVs are becoming more and more popular among customers looking for flexibility and personalization because they enable users to manage and control vehicle functionalities through advanced software without requiring significant hardware modifications. Additionally, the Semi-SDV segment is anticipated to flourish as the automotive industry moves toward more software-centric designs, offering chances for improved customer engagement through over-the-air updates and ongoing feature enhancements.
Owing to substantial improvements in automotive technology and an expanding customer base, the Asia Pacific region is anticipated to hold the largest share of the Software Defined Vehicle (SDV) market. As a result of their investments in electric vehicles (EVs) and autonomous driving technologies, nations like China, Japan, India, and South Korea are anticipated to be at the forefront of the adoption of SDV technologies by 2030. A major player is China, where there is a strong demand for cars with cutting-edge software features, backed by top producers like BYD, NIO, and XPENG. Furthermore, SDV growth prospects are further enhanced by the region's rapid urbanization and government initiatives that support sustainability and smart transportation.
Due to strict government regulations and a strong focus on sustainability, the Software Defined Vehicle (SDV) market is expected to grow at the highest CAGR in the Europe region. Due to the rise of significant startup businesses concentrating on creating SDV applications and a rise in research and development (R&D) activities in the automotive industry, Europe accounted for a sizable portion of the revenue. Workshops arranged by DG CONNECT to address important issues and encourage pre-competitive software development are an example of the cooperative efforts among industry participants that define the European market. Moreover, this cooperative setting encourages creativity and speeds up the uptake of cutting-edge automotive technologies.
Key players in the market
Some of the key players in Software Defined Vehicle market include Robert Bosch GmbH, Continental AG, BYD Company Limited, Hyundai Motor Corporation, NVIDIA Corporation, BMW Group, Qualcomm Technologies Inc., General Motors Company, Ford Motor Company, Toyota Motor Corporation, Mercedes-Benz AG, Aptiv PLC, Tesla Inc, Volkswagen AG, Honda Motor Co., Ltd., Suzuki Motor Corporation and Renault Group.
In September 2024, Continental and Vitesco Technologies have reached an agreement based on their corporate separation agreement regarding the appropriate allocation of costs and liabilities from the investigations in connection with the supply of engine control units and engine control software.
In September 2024, BYD Automotive GmbH, as the purchaser, and Hedin Mobility Group, as the seller, have entered into an agreement for the sale of the subsidiary Hedin Electric Mobility GmbH, the appointed Dealer+ of BYD vehicles and spare parts in the German market.
In July 2024, Bosch Global Software Technologies (BGSW) and GMR Group have entered a Special Purpose Vehicles (SPVs) arrangement to implement the smart metering program for the cities of Agra, Varanasi, and Prayagraj in India. GMR Group combines its expertise in infrastructure management with BGSW's value in designing and building state-of-the-art smart metering system architecture.
Note: Tables for North America, Europe, APAC, South America, and Middle East & Africa Regions are also represented in the same manner as above.