자동차용 오픈소스 소프트웨어 아키텍처에 관한 전략적 인사이트(2024-2030년)

From Code to Car: How Open Collaboration Accelerates the Software-Defined Vehicle Revolution

Open-source software (OSS) architectures for vehicles are entering a new phase, reshaping SDV development by enabling collaborative, cloud-native stacks across the in-vehicle and cloud domains. This Frost & Sullivan study examines how automakers, Tier Is, silicon vendors, open foundations, and toolchain providers are converging to reduce cost and time-to-market while strengthening safety and compliance. With rising emphasis on modularity and reuse, OSS is expanding beyond traditional IVI to encompass safety-applicable Linux, mixed-criticality middleware, standardized vehicle data, OTA/telematics pipelines, and cloud-edge development toolchains. The study explores key trends, including centralized/zonal E/E migration, Android-based IVI adoption, the emergence of safety-ready Linux (ELISA), the Eclipse SDV and SOAFEE initiatives for cloud-native automotive, COVESA's Vehicle Signal Specification, and the maturation of ROS for AD/ADAS. Drawing on industry experts and secondary research, it delivers a comparative benchmarking of leading ecosystems (AUTOSAR, AGL/AAOS, Eclipse SDV, SOAFEE, ROS, COVESA), maps OEM and supplier activity, and outlines market structure and maturity. It identifies near-term growth opportunities and provides partner-selection criteria, licensing/governance checklists, and actionable recommendations for OEMs, Tier Is, and technology providers.

Scope of Analysis

• This study examines the global market for open-source software architectures, focusing on platforms, middleware, and tools that enable software-defined vehicles (SDVs).
• It covers in-vehicle operating systems, communication middleware, development frameworks, and supporting cloud/edge toolchains.
• Included are both industry consortia (e.g., AUTOSAR, Eclipse SDV, SOAFEE, COVESA) and open-source OS (Operating System) distributions (AGL, Android Automotive, Linux-based), as well as robotics/ADAS frameworks (ROS/Autoware, Apex.OS).
• Frost & Sullivan defines a unit as a distinct Open-Source platform or major framework (including both specs and reference implementations).
• The analysis includes how these open-source software (OSS) solutions influence broader automotive E/E architectures, OEM strategies, and supplier roadmaps.

Key Platforms and Consortia Covered

• AUTOSAR Classic & Adaptive
• Automotive Grade Linux (AGL)
• Android Automotive OS
• Eclipse SDV Working Group
• SOAFEE SIG
• COVESA (Vehicle Signal Specification)
• ROS 2/Autoware & Apex.OS

Units Of Analysis

OS platforms, frameworks, and consortia

Inclusions:

In-vehicle software platforms for infotainment, instrument clusters, connectivity/telematics, advanced driver assistance/autonomy, and underlying OS/middleware are included. Collaborative industry initiatives (consortia, open foundations, and reference platforms) are covered.

Exclusions:

Hardware innovations (sensors, ECUs) are discussed only to contextualize software needs. Proprietary software solutions (e.g., closed real-time operating systems such as classic QNX) are mentioned for comparison but not analyzed in depth, as the focus is on open-source paradigms.

The Impact of the Top 3 Strategic Imperatives on the Automotive Open-Source Architecture Industry

Disruptive Technologies

• Why:
  • AI inference power per $ has doubled every 18 months; in-house ECU programs still run 4-5 year cycles, creating a widening gap.
  • TensorFlow Lite, ROS 2, and Eclipse SDV logged 12,000 commitments from 50+ automotive contributors in 2024 (BMW, Bosch, Toyota).
  • Customers rate infotainment freshness every quarter, which demands a fully software-defined vehicle and not incremental firmware flashes.
• Frost Perspective:
  • Stand up a cloud-to-car CI/CD pipeline so validated AI models ship in < 14 days.
  • Base new functions on container-ready middleware (ROS 2 Foxy +) to hot-swap perception, planning, or UI modules without rewriting the OS.
  • Assign 2 PEs to Eclipse SDV working groups-upstream early to dodge fork maintenance and gain influence credits.

Industry Convergence

• Why:
  • Big-Tech reference stacks (NVIDIA Drive, Qualcomm ADAS) blur Tier I and II roles, forcing shared platforms.
  • COVESA's Vehicle-Data spec cut cloud/vehicle integration from 12 weeks to 4 weeks in recent OEM pilots.
  • AUTOSAR Adaptive and Android Automotive now power 50+ production programs-effectively de-facto interfaces.
• Frost Perspective:
  • Apply for Eclipse SDV Steering membership before the 2026/03 window to gain ballot rights on Velocitas APIs.
  • Re-use community service layers (logging, diagnostics, time-sync) and redirect saved head-count to brand-ending HMI work.
  • Host quarterly plug fests with partners; publish interoperability scores internally to dismantle the closed-source mindset.

Internal Challenges

• Why:
  • 60% of today's code base is platform-specific; every new central controller multiplies sustainment cost.
  • LinkedIn shows a 3:1 gap between posted automotive DevOps jobs and qualified applicants.
  • Fragmented legacy branches leave issues unpatched for <18 months on average, heightening cyber-risk.
• Frost Perspective:
  • Launch an inner-source program and stand-up an Open-Source Program Office (OSPO) to drive cultural change and legal compliance.
  • Aggressively invest in upskilling; if not, software quality and time-to-market will lag competitors.
  • Stand-up a software-factory pod tasked to upstream the desired number of patches per quarter (DevOps, security, OSS legal).

Growth Drivers

• Cybersecurity and software update regulations (UN ECE R155/R156, ISO 24089) are forcing OEMs to maintain verifiable, quickly patchable code bases, making transparent, community-hardened OS platforms the compliance path of least resistance.
• Escalating software complexities and costs during the shift to software-defined and electrified vehicles are compelling OEMs and Tier 1s to pool non-differentiating R&D through OS foundations, eliminating per-unit license fees and shaving months off programs.
• Production-grade, safety-certified open stacks (AUTOSAR Adaptive, SOAFE, AGL, Apex.OS) are maturing rapidly, de-risking adoption beyond infotainment into the ADAS, body, and powertrain domains.
• OEM ambitions for recurring revenue-feature subscriptions, data marketplaces, and in-car app stores-depend on flexible, continuously updatable open architectures that lower partner integration barriers.
• A global shortage of automotive software talent makes familiar open technologies (Linux, Android, ROS, Yocto) a magnet for developers, accelerating innovation velocity for adopters.
• Cross-industry alliances (Eclipse SDV, COVESA, ARM SOAFEE) linking OEMs, cloud providers, and silicon vendors are creating a virtuous cycle of contribution and commercial support, lowering entry barriers for late adopters.

Growth Restraints

• Functional-safety certification (ISO 26262, ASIL levels) and unresolved liability questions oblige OEMs to prove deterministic behavior and produce extensive documentation for every community component, slowing the use of open code in safety-critical domains.
• Fears of intellectual-property leakage and loss of brand-differentiating know-how make OEMs and Tier Is hesitant to contribute deeply upstream, limiting the collaborative breadth that OS requires to flourish.
• The 15-year+ product lifetime of vehicles demands rock-solid long-term maintenance for every library; unclear ownership of security patches and rising TCO for free code create executive push-back on full-scale adoption.
• Tightening cybersecurity regulations (SBOM disclosure, OTA patch timelines) force OEMs to monitor and remediate OS vulnerabilities across complex supply chains, stretching already scarce security talent.
• Shifting from closed, waterfall development to open collaboration requires new processes, OS Program Offices, and cultural change-an internal transition that many legacy engineering teams are struggling to execute.

Table of Contents

Research Scope

• Scope of Analysis
• Definitions
• Nomenclature
• Overview of the Structure and Content

Strategic Imperatives

• Why Is It Increasingly Difficult to Grow?
• The Strategic Imperative 8
• The Impact of the Top 3 Strategic Imperatives on the Automotive Open-Source Architecture Industry

Introduction

• What is an SDV?
• OTA Versus SDV: What is the Difference?
• Building Blocks of the SDV: Focus on Software
• Middleware: The Glue Accelerating Open-Source SDV Adoption
• OEM Pain Points and Rationale for OSS
• OEMs' Approach to Software
• Automotive OS Requirements Across Development Approaches
• SWOT: OSS Architecture
• Benefits of OSS Architecture

Growth Opportunity Analysis

• Growth Metrics
• Growth Drivers
• Growth Restraints

Competitive Landscape

• Competitive Landscape: Key Participants and Open-Source Platforms in Automotive
• Automotive Software Governance and Openness Comparison
• How the Main Open-Source Consortia Differ
• AUTOSAR
• Automotive Grade Linux AGL
• Android Automotive OS AAOS
• Eclipse Foundation: SDV Working Group
• Landmark Eclipse SDV MoU Signals Growing OEM Alignment on OSS
• SOAFEE
• ROS 2
• COVESA
• Automotive Open-Source Consortia: 2025 Capability Radar
• What Each Membership Tier Really Buys You

OEM and Supplier Activity

• Leading OSS-Centric OEMs
• Fast Follower OEMs
• Tier I and Technology Suppliers

High-Value Application Domains for Automotive OSS

• Open-Source Hotspots across the Automotive Software Stack
• In-Vehicle Operating Systems
• Middleware and Data Abstraction
• Virtualization and Containers
• ADAS and Autonomous-Drive Platforms
• Cloud/Edge DevOps and Fleet Orchestration
• Cockpit and HMI Application Frameworks
• Connectivity and OTA Services
• Simulation, Safety, and Cyber

Growth Opportunity Universe

• Growth Opportunity 1: Open-Source Infotainment and In-Vehicle Experience
• Growth Opportunity 2: Collaborative ADAS and Autonomy
• Growth Opportunity 3: Open-Source Connectivity and Data Ecosystems
• Growth Opportunity 4: Unified Open-Source Vehicle OS and Middleware

Appendix & Next Steps

• Benefits and Impacts of Growth Opportunities
• Next Steps
• List of Exhibits
• Legal Disclaimer