세계의 소프트웨어 정의 차량(SDV) 시장 예측 : 제공 제품별, SDV 유형별, E/E 아키텍쳐별, 추진 유형별, 자율성 레벨별, 차량 유형별, 용도별, 지역별 분석(-2030년)

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.

Market Dynamics:

Driver:

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.

Restraint:

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.

Opportunity:

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.

Threat:

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.

Covid-19 Impact:

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.

Region with largest share:

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.

Region with highest CAGR:

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.

Key Developments:

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.

Offerings Covered:

• Software
• Hardware
• Service

SDV Types Covered:

• Semi-SDV
• SDV

E/E Architectures Covered:

• Distributed Architecture
• Domain Centralized Architecture
• Zonal Control Architecture

Propulsion Types Covered:

• ICE
• Electric Vehicle

Level of Autonomys Covered:

• Level 1
• Level 2
• Level 3
• Level 4
• Level 5

Vehicle Types Covered:

• Passenger Vehicles
• Commercial Vehicles
• Electric Vehicles (EVs)
• Autonomous Vehicles

Applications Covered:

• Infotainment Systems
• Advanced Driver Assistance Systems (ADAS)
• Autonomous driving
• Telematics
• Powertrain Control
• Other Applications

Regions Covered:

• North America
  • US
  • Canada
  • Mexico
• Europe
  • Germany
  • UK
  • Italy
  • France
  • Spain
  • Rest of Europe
• Asia Pacific
  • Japan
  • China
  • India
  • Australia
  • New Zealand
  • South Korea
  • Rest of Asia Pacific
• South America
  • Argentina
  • Brazil
  • Chile
  • Rest of South America
• Middle East & Africa
  • Saudi Arabia
  • UAE
  • Qatar
  • South Africa
  • Rest of Middle East & Africa

What our report offers:

• Market share assessments for the regional and country-level segments
• Strategic recommendations for the new entrants
• Covers Market data for the years 2022, 2023, 2024, 2026, and 2030
• Market Trends (Drivers, Constraints, Opportunities, Threats, Challenges, Investment Opportunities, and recommendations)
• Strategic recommendations in key business segments based on the market estimations
• Competitive landscaping mapping the key common trends
• Company profiling with detailed strategies, financials, and recent developments
• Supply chain trends mapping the latest technological advancements

Free Customization Offerings:

All the customers of this report will be entitled to receive one of the following free customization options:

• Company Profiling
  • Comprehensive profiling of additional market players (up to 3)
  • SWOT Analysis of key players (up to 3)
• Regional Segmentation
  • Market estimations, Forecasts and CAGR of any prominent country as per the client's interest (Note: Depends on feasibility check)
• Competitive Benchmarking
  • Benchmarking of key players based on product portfolio, geographical presence, and strategic alliances

Table of Contents

1 Executive Summary

2 Preface

• 2.1 Abstract
• 2.2 Stake Holders
• 2.3 Research Scope
• 2.4 Research Methodology
  • 2.4.1 Data Mining
  • 2.4.2 Data Analysis
  • 2.4.3 Data Validation
  • 2.4.4 Research Approach
• 2.5 Research Sources
  • 2.5.1 Primary Research Sources
  • 2.5.2 Secondary Research Sources
  • 2.5.3 Assumptions

3 Market Trend Analysis

• 3.1 Introduction
• 3.2 Drivers
• 3.3 Restraints
• 3.4 Opportunities
• 3.5 Threats
• 3.6 Application Analysis
• 3.7 Emerging Markets
• 3.8 Impact of Covid-19

4 Porters Five Force Analysis

• 4.1 Bargaining power of suppliers
• 4.2 Bargaining power of buyers
• 4.3 Threat of substitutes
• 4.4 Threat of new entrants
• 4.5 Competitive rivalry

5 Global Software Defined Vehicle Market, By Offering

• 5.1 Introduction
• 5.2 Software
  • 5.2.1 Infotainment & Telematics Software
  • 5.2.2 Advanced Driver Assistance Systems (ADAS) Software
  • 5.2.3 Autonomous Driving Software
  • 5.2.4 Over-the-Air (OTA) Software Update Platforms
  • 5.2.5 Cybersecurity Software
  • 5.2.6 Connectivity Solutions
  • 5.2.7 Other Softwares
• 5.3 Hardware
  • 5.3.1 Sensors
  • 5.3.2 Computing Hardware
  • 5.3.3 Connectivity Modules
  • 5.3.4 Other Hardwares
• 5.4 Service
  • 5.4.1 Integration Services
  • 5.4.2 Connectivity Services
  • 5.4.3 Other Services

6 Global Software Defined Vehicle Market, By SDV Type

• 6.1 Introduction
• 6.2 Semi-SDV
• 6.3 SDV

7 Global Software Defined Vehicle Market, By E/E Architecture

• 7.1 Introduction
• 7.2 Distributed Architecture
• 7.3 Domain Centralized Architecture
• 7.4 Zonal Control Architecture

8 Global Software Defined Vehicle Market, By Propulsion Type

• 8.1 Introduction
• 8.2 ICE
• 8.3 Electric Vehicle

9 Global Software Defined Vehicle Market, By Level of Autonomy

• 9.1 Introduction
• 9.2 Level 1
• 9.3 Level 2
• 9.4 Level 3
• 9.5 Level 4
• 9.6 Level 5

10 Global Software Defined Vehicle Market, By Vehicle Type

• 10.1 Introduction
• 10.2 Passenger Vehicles
• 10.3 Commercial Vehicles
• 10.4 Electric Vehicles (EVs)
• 10.5 Autonomous Vehicles

11 Global Software Defined Vehicle Market, By Application

• 11.1 Introduction
• 11.2 Infotainment Systems
• 11.3 Advanced Driver Assistance Systems (ADAS)
• 11.4 Autonomous driving
• 11.5 Telematics
• 11.6 Powertrain Control
• 11.7 Other Applications

12 Global Software Defined Vehicle Market, By Geography

• 12.1 Introduction
• 12.2 North America
  • 12.2.1 US
  • 12.2.2 Canada
  • 12.2.3 Mexico
• 12.3 Europe
  • 12.3.1 Germany
  • 12.3.2 UK
  • 12.3.3 Italy
  • 12.3.4 France
  • 12.3.5 Spain
  • 12.3.6 Rest of Europe
• 12.4 Asia Pacific
  • 12.4.1 Japan
  • 12.4.2 China
  • 12.4.3 India
  • 12.4.4 Australia
  • 12.4.5 New Zealand
  • 12.4.6 South Korea
  • 12.4.7 Rest of Asia Pacific
• 12.5 South America
  • 12.5.1 Argentina
  • 12.5.2 Brazil
  • 12.5.3 Chile
  • 12.5.4 Rest of South America
• 12.6 Middle East & Africa
  • 12.6.1 Saudi Arabia
  • 12.6.2 UAE
  • 12.6.3 Qatar
  • 12.6.4 South Africa
  • 12.6.5 Rest of Middle East & Africa

13 Key Developments

• 13.1 Agreements, Partnerships, Collaborations and Joint Ventures
• 13.2 Acquisitions & Mergers
• 13.3 New Product Launch
• 13.4 Expansions
• 13.5 Other Key Strategies

14 Company Profiling

• 14.1 Robert Bosch GmbH
• 14.2 Continental AG
• 14.3 BYD Company Limited
• 14.4 Hyundai Motor Corporation
• 14.5 NVIDIA Corporation
• 14.6 BMW Group
• 14.7 Qualcomm Technologies Inc.
• 14.8 General Motors Company
• 14.9 Ford Motor Company
• 14.10 Toyota Motor Corporation
• 14.11 Mercedes-Benz AG
• 14.12 Aptiv PLC
• 14.13 Tesla Inc
• 14.14 Volkswagen AG
• 14.15 Honda Motor Co., Ltd.
• 14.16 Suzuki Motor Corporation
• 14.17 Renault Group