소프트웨어 정의 자동차 시장 기회, 성장 촉진요인, 산업 동향 분석, 예측(2025-2034년)

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