세계의 소프트웨어 정의 차량(SDV) 시장 : SDV 유형별, E/E 아키텍쳐별, 차량 유형별, 지역별 - 예측(-2030년)

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.

"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 EVOLUTION OF SDV
• 5.5 PATENT ANALYSIS
  • 5.5.1 INTRODUCTION
• 5.6 REGULATORY LANDSCAPE
  • 5.6.1 REGULATIONS ON AUTONOMOUS VEHICLE USAGE, BY COUNTRY
  • 5.6.2 REGULATORY BODIES, GOVERNMENT AGENCIES, AND OTHER ORGANIZATIONS
• 5.7 KEY CONFERENCES AND EVENTS, 2025-2026
• 5.8 TECHNOLOGY ANALYSIS (KEY ENABLERS OF SDV)
  • 5.8.1 INTRODUCTION
  • 5.8.2 CENTRAL HPC
  • 5.8.3 ZONAL CONTROLLERS
  • 5.8.4 OVER-THE-AIR UPDATES
  • 5.8.5 SCALABLE E/E ARCHITECTURE
• 5.9 OEM SDV SHIFT COMPARISON
• 5.10 STRATEGIES FOLLOWED BY LEGACY OEMS FOR SDV SHIFT
  • 5.10.1 OEM DASHBOARD FOR SDV OFFERINGS BY KEY OEMS
• 5.11 COMPARISON OF TECH PLAYERS AND CLOUD PROVIDERS IN SDV ECOSYSTEM
• 5.12 E/E ARCHITECTURE PLANS OF OEMS SHIFTING TO SDV
• 5.13 CASE STUDY ANALYSIS
  • 5.13.1 CUBIC TELECOM'S ROLE IN TRANSFORMING VEHICLE ARCHITECTURE
  • 5.13.2 IMPLEMENTING VIRTUAL TESTING ENVIRONMENT WITH RED HAT
  • 5.13.3 VOLKSWAGEN'S STRATEGIC FOCUS ON SOFTWARE INNOVATION
  • 5.13.4 STANDARDIZING OVER-THE-AIR UPDATES WITH ESYNC ALLIANCE
  • 5.13.5 CONTINENTAL AUTOMOTIVE EDGE PLATFORM IN COLLABORATION WITH AWS
  • 5.13.6 REVOLUTIONIZING AUTOMOTIVE SOFTWARE DEVELOPMENT WITH BLACKBERRY IVY AND AWS
  • 5.13.7 AWS AND BLACKBERRY'S APPROACH TO MODERNIZING VEHICLE SOFTWARE
  • 5.13.8 NVIDIA'S DRIVE PLATFORM POWERS VOLVO'S AUTONOMOUS VISION
  • 5.13.9 TESLA'S JOURNEY INTO SOFTWARE-DEFINED VEHICLES
  • 5.13.10 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 SCENARIO
  • 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
      • 11.1.4.3.3 Others
    • 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
      • 11.2.3.3.3 Others
  • 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