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市场调查报告书
商品编码
1702386

全球软体定义汽车市场 - 2025 年至 2032 年

Global Software Defined Vehicle Market - 2025-2032
出版日期: | 出版商: DataM Intelligence | 英文 180 Pages | 商品交期: 最快1-2个工作天内

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简介目录

2024 年全球软体定义汽车市场规模达到 2,983.6 亿美元，预计到 2032 年将达到 1,4787.2 亿美元，在 2025-2032 年预测期内的复合年增长率为 22.15%。

全球软体定义汽车 (SDV) 市场正受到人工智慧 (AI) 和机器学习 (ML) 快速融合的推动，以增强自动驾驶、预测性维护和个人化车载体验。人工智慧软体解决方案使 SDV 能够解释大量感测器资料、改善即时决策并对不断变化的道路状况做出反应，从而提高效率和安全性。

例如，NVIDIA 的 DRIVE 平台透过结合来自摄影机、LiDAR 和雷达的感测器资料，利用 AI 支援 2+ 级和 3 级自动驾驶。同样，梅赛德斯-奔驰的 MBUX Hyperscreen 由人工智慧驱动，提供智慧娱乐系统，可了解驾驶员的偏好并根据需要优化车辆操作。随着汽车製造商和科技公司大力投资人工智慧驱动的行动解决方案，随着人工智慧不断提高车辆性能、安全性和用户体验，SDV 产业可能会大幅成长。

动态的

无线 (OTA) 软体更新需求不断增长

全球 SDV 市场受到无线 (OTA) 软体更新需求不断增长的推动，这使得汽车製造商无需亲自上门维修即可提高车辆性能、提供新功能并解决安全漏洞。此功能不仅提高了使用者的便利性，还降低了维护成本并延长了车辆的使用寿命。特斯拉、宝马和福特等领先的汽车製造商已将 OTA 更新整合到其 SDV 生态系统中，从而推动自动驾驶、资讯娱乐和电池管理的不断进步。

例如，特斯拉 2023 年的升级透过远端软体推送增强了全自动驾驶 (FSD) 功能，从而提高了安全性和驾驶自动化。同样，福特的 BlueCruise 系统也透过无线 (OTA) 更新来改善高速公路的免持驾驶功能，展示了软体驱动的汽车如何超越最初的硬体配置。随着消费者对连网智慧汽车的期望不断提高，OTA 更新在推动 SDV 采用方面的作用将变得越来越重要。

网路安全与资料隐私风险

全球 SDV 市场的主要限制因素之一是人们对网路安全危险和资料隐私的日益担忧。由于 SDV 依赖即时连接、无线升级和基于云端的基础设施，因此它们容易受到网路攻击、骇客攻击和非法资料存取。 V2X 通讯和自动驾驶系统的日益整合加剧了这些担忧，因为敌对分子会利用软体漏洞来扰乱汽车运行或洩露客户资料。

例如，2023 年，道德骇客揭露了特斯拉软体中的安全漏洞，使他们能够远端控制特定的车辆功能。这加剧了人们对强有力的网路安全标准、加密机制和监管监督以保护 SDV 免受网路攻击的必要性的担忧。如果没有足够的安全措施，对资料外洩和系统漏洞的担忧会阻碍客户的接受并阻碍产业发展。

目录

第一章：方法论和范围

第 2 章：定义与概述

第三章：执行摘要

第四章：动态

  • 影响因素
    • 驱动程式
      • 无线 (OTA) 软体更新需求不断增长
    • 限制
      • 网路安全与资料隐私风险
    • 机会
    • 影响分析

第五章：产业分析

  • 波特五力分析
  • 供应链分析
  • 定价分析
  • 监理与合规分析
  • 可持续性分析
  • DMI 意见

第六章：依类型

  • 半 SDV
  • SDV

第七章：依车辆类型

  • 搭乘用车
  • 商用车

第 8 章：透过推进

  • 冰
  • 电的
  • 杂交种
  • 其他的

第九章：奉献

  • 硬体
  • 软体
  • 服务

第 10 章：按应用

  • 资讯娱乐系统
  • 高级驾驶辅助系统 (ADAS)
  • 自动驾驶
  • 远端资讯处理
  • 动力传动系统控制
  • 电池管理系统
  • V2X 通信
  • 其他的

第 11 章：按地区

  • 北美洲
    • 我们
    • 加拿大
    • 墨西哥
  • 欧洲
    • 德国
    • 英国
    • 法国
    • 义大利
    • 西班牙
    • 欧洲其他地区
  • 南美洲
    • 巴西
    • 阿根廷
    • 南美洲其他地区
  • 亚太
    • 中国
    • 印度
    • 日本
    • 澳洲
    • 亚太其他地区
  • 中东和非洲

第十二章：公司简介

  • Aptiv PLC
    • 公司概况
    • 产品组合和描述
    • 财务概览
    • 关键进展
  • Tesla, Inc.
  • Continental AG
  • NVIDIA Corporation
  • Robert Bosch GmbH
  • Li Auto Inc.
  • Rivian Automotive, Inc.
  • Volkswagen AG
  • QUALCOMM Incorporated
  • General Motors Company

第 13 章：附录

简介目录
Product Code: AUTR9447

Global software defined vehicle market reached US$ 298.36 billion in 2024 and is expected to reach US$ 1,478.72 billion by 2032, growing with a CAGR of 22.15% during the forecast period 2025-2032.

The global software-defined vehicle (SDV) market is being driven by the rapid integration of artificial intelligence (AI) and machine learning (ML) to enhance autonomous driving, predictive maintenance and personalized in-car experiences. AI-powered software solutions enable SDVs to interpret massive volumes of sensor data, improve real-time decision-making and react to changing road conditions, resulting in greater efficiency and safety.

For example, NVIDIA's DRIVE platform uses AI to support Level 2+ and Level 3 autonomous driving by combining sensor data from cameras, LiDAR and radar. Similarly, Mercedes-Benz's MBUX Hyperscreen, powered by AI, provides an intelligent entertainment system that learns driver preferences and optimizes vehicle operations as needed. With automakers and tech companies investing substantially in AI-driven mobility solutions, the SDV industry is likely to rise significantly as AI continues to improve vehicle performance, safety and user experience.

Dynamic

Rising Demand for Over-the-Air (OTA) Software Updates

The global SDV market is being driven by rising demand for Over-the-Air (OTA) software updates, which enable automakers to improve vehicle performance, provide new features and address security vulnerabilities without requiring physical service visits. This feature not only improves user convenience but also lowers maintenance costs and increases vehicle longevity. Leading automakers like Tesla, BMW and Ford have integrated OTA updates into their SDV ecosystems, allowing for continual advances in autonomous driving, infotainment, and battery management.

For example, Tesla's 2023 upgrade enhanced Full Self-Driving (FSD) capabilities with a remote software push, hence improving safety and driving automation. Similarly, Ford's BlueCruise system received over-the-air (OTA) updates to improve hands-free highway driving features, demonstrating how software-driven vehicles may expand beyond initial hardware configurations. As consumer expectations for connected and intelligent vehicles continue to rise, the role of OTA updates in driving SDV adoption will become increasingly important.

Cybersecurity and Data Privacy Risks

One of the primary constraints in the global SDV market is the growing concern about cybersecurity dangers and data privacy. As SDVs rely on real-time connectivity, over-the-air upgrades, and cloud-based infrastructure, they are subject to cyberattacks, hacking and illegal data access. The growing integration of V2X communication and autonomous driving systems exacerbates these concerns as hostile actors exploit software flaws to disrupt car operations or compromise customer data.

For example, in 2023, ethical hackers exposed security weaknesses in Tesla's software, allowing them to remotely control specific vehicle functionalities. This heightened concerns about the need for strong cybersecurity standards, encryption mechanisms and regulatory supervision to defend SDVs from cyberattacks. Without adequate security measures, concerns about data breaches and system vulnerabilities hinder customer acceptance and hamper industry growth.

Segment Analysis

The global software defined vehicle market is segmented based on type, vehicle type, propulsion, offering, application and region.

Advancements in ADAS is Expected to Drive the Segment Growth

The increasing integration of Advanced Driver Assistance Systems (ADAS) is a major driver of the global SDV market, as automakers focus on enhancing vehicle safety, automation and user experience. ADAS features such as adaptive cruise control, lane-keeping assist, automatic emergency braking and traffic sign recognition rely on continuous software updates and sensor fusion technologies, making software-defined architectures critical for their functionality.

For instance, in 2023, Mercedes-Benz's Level 3 autonomous driving system, Drive Pilot, became the first globally certified Level 3 system, allowing hands-free driving under specific conditions. The system relies heavily on real-time AI-driven software processing and OTA updates, a hallmark of SDVs. As regulatory bodies worldwide mandate higher safety standards and crash avoidance technologies, the role of ADAS in accelerating SDV adoption will continue to expand.

Geographical Penetration

Growing Investments in Connected and Autonomous Vehicle Technologies in North America

North America software-defined vehicle (SDV) market is experiencing significant growth, driven by increasing investments in connected and autonomous vehicle (CAV) technologies. Leading automakers and technology firms in US and Canada are heavily investing in software-driven vehicle architectures to support advanced driver-assistance systems (ADAS), vehicle-to-everything (V2X) communication and over-the-air (OTA) updates.

For instance, in 2021, General Motors (GM) committed over US$ 35 billion toward autonomous and electric vehicle (EV) technologies between 2020 and 2025, focusing on software-driven innovations such as its Ultifi platform, which enables continuous vehicle feature upgrades via software updates. The increasing investment is driving North America's SDV market forward, making software the core component of next-generation vehicles.

Sustainability Analysis

The global SDV market is significantly contributing to sustainability by streamlining vehicle architectures and reducing electronic waste. For instance, in 2025, Rivian's collaboration with Volkswagen, focuses on integrating advanced electrical infrastructure and software technology into future electric vehicles. The partnership aims to simplify vehicle manufacturing by reducing the number of electronic control units and wiring, leading to lighter vehicles that are more energy-efficient and environmentally friendly.

Such innovations not only decrease production costs but also enhance the sustainability of vehicle production by minimizing material usage and waste. The SDV market is fostering sustainability through the development of smart mobility solutions. Companies like Finland's Virta and Kempower have capitalized on this trend by providing advanced EV charging infrastructure and software solutions. Their early investments in EV technology have facilitated the widespread adoption of electric vehicles, contributing to reduced greenhouse gas emissions and promoting sustainable urban mobility.

Competitive Landscape

The major global players in the market include Aptiv PLC, Tesla, Inc., Continental AG, NVIDIA Corporation, Robert Bosch GmbH, Li Auto Inc., Rivian Automotive, Inc., Volkswagen AG, QUALCOMM Incorporated and General Motors Company.

Key Developments

  • In 2024, Volvo Group and Daimler Truck, two well-known companies in the commercial vehicle industry, are united in their commitment to lead the digital transition to software-defined heavy-duty vehicles. Both companies have tentatively agreed to form a joint venture to increase their cooperation. This venture will be responsible for developing a truck operating system and a common software-defined vehicle platform.
  • In 2021, Robert Bosch GmbH and Microsoft Corporation have formed a cooperation to create and provide a cloud-based SDV platform. The collaboration will combine Bosch's automotive experience with Microsoft's Azure cloud platform to create a platform that will allow manufacturers to develop and deploy new SDV features and applications.

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Target Audience 2024

  • Manufacturers/ Buyers
  • Industry Investors/Investment Bankers
  • Research Professionals
  • Emerging Companies

Table of Contents

1. Methodology and Scope

  • 1.1. Research Methodology
  • 1.2. Research Objective and Scope of the Report

2. Definition and Overview

3. Executive Summary

  • 3.1. Snippet by Type
  • 3.2. Snippet by Vehicle Type
  • 3.3. Snippet by Propulsion
  • 3.4. Snippet by Offering
  • 3.5. Snippet by Application
  • 3.6. Snippet by Region

4. Dynamics

  • 4.1. Impacting Factors
    • 4.1.1. Drivers
      • 4.1.1.1. Rising Demand for Over-the-Air (OTA) Software Updates
    • 4.1.2. Restraints
      • 4.1.2.1. Cybersecurity and Data Privacy Risks
    • 4.1.3. Opportunity
    • 4.1.4. Impact Analysis

5. Industry Analysis

  • 5.1. Porter's Five Forces Analysis
  • 5.2. Supply Chain Analysis
  • 5.3. Pricing Analysis
  • 5.4. Regulatory and Compliance Analysis
  • 5.5. Sustainability Analysis
  • 5.6. DMI Opinion

6. By Type

  • 6.1. Introduction
    • 6.1.1. Market Size Analysis and Y-o-Y Growth Analysis (%), By Type
    • 6.1.2. Market Attractiveness Index, By Type
  • 6.2. Semi-SDV*
    • 6.2.1. Introduction
    • 6.2.2. Market Size Analysis and Y-o-Y Growth Analysis (%)
  • 6.3. SDV

7. By Vehicle Type

  • 7.1. Introduction
    • 7.1.1. Market Size Analysis and Y-o-Y Growth Analysis (%), By Vehicle Type
    • 7.1.2. Market Attractiveness Index, By Vehicle Type
  • 7.2. Passenger Car*
    • 7.2.1. Introduction
    • 7.2.2. Market Size Analysis and Y-o-Y Growth Analysis (%)
  • 7.3. Commercial Vehicles

8. By Propulsion

  • 8.1. Introduction
    • 8.1.1. Market Size Analysis and Y-o-Y Growth Analysis (%), By Propulsion
    • 8.1.2. Market Attractiveness Index, By Propulsion
  • 8.2. ICE*
    • 8.2.1. Introduction
    • 8.2.2. Market Size Analysis and Y-o-Y Growth Analysis (%)
  • 8.3. Electric
  • 8.4. Hybrid
  • 8.5. Others

9. By Offering

  • 9.1. Introduction
    • 9.1.1. Market Size Analysis and Y-o-Y Growth Analysis (%), By Offering
    • 9.1.2. Market Attractiveness Index, By Offering
  • 9.2. Hardware*
    • 9.2.1. Introduction
    • 9.2.2. Market Size Analysis and Y-o-Y Growth Analysis (%)
  • 9.3. Software
  • 9.4. Services

10. By Application

  • 10.1. Introduction
    • 10.1.1. Market Size Analysis and Y-o-Y Growth Analysis (%), By Application
    • 10.1.2. Market Attractiveness Index, By Application
  • 10.2. Infotainment systems*
    • 10.2.1. Introduction
    • 10.2.2. Market Size Analysis and Y-o-Y Growth Analysis (%)
  • 10.3. Advanced Driver Assistance Systems (ADAS)
  • 10.4. Autonomous driving
  • 10.5. Telematics
  • 10.6. Powertrain control
  • 10.7. Battery Management Systems
  • 10.8. V2X communication
  • 10.9. Others

11. By Region

  • 11.1. Introduction
    • 11.1.1. Market Size Analysis and Y-o-Y Growth Analysis (%), By Region
    • 11.1.2. Market Attractiveness Index, By Region
  • 11.2. North America
    • 11.2.1. Introduction
    • 11.2.2. Key Region-Specific Dynamics
    • 11.2.3. Market Size Analysis and Y-o-Y Growth Analysis (%), By Type
    • 11.2.4. Market Size Analysis and Y-o-Y Growth Analysis (%), By Vehicle Type
    • 11.2.5. Market Size Analysis and Y-o-Y Growth Analysis (%), By Propulsion
    • 11.2.6. Market Size Analysis and Y-o-Y Growth Analysis (%), By Offering
    • 11.2.7. Market Size Analysis and Y-o-Y Growth Analysis (%), By Application
    • 11.2.8. Market Size Analysis and Y-o-Y Growth Analysis (%), By Country
      • 11.2.8.1. US
      • 11.2.8.2. Canada
      • 11.2.8.3. Mexico
  • 11.3. Europe
    • 11.3.1. Introduction
    • 11.3.2. Key Region-Specific Dynamics
    • 11.3.3. Market Size Analysis and Y-o-Y Growth Analysis (%), By Type
    • 11.3.4. Market Size Analysis and Y-o-Y Growth Analysis (%), By Vehicle Type
    • 11.3.5. Market Size Analysis and Y-o-Y Growth Analysis (%), By Propulsion
    • 11.3.6. Market Size Analysis and Y-o-Y Growth Analysis (%), By Offering
    • 11.3.7. Market Size Analysis and Y-o-Y Growth Analysis (%), By Application
    • 11.3.8. Market Size Analysis and Y-o-Y Growth Analysis (%), By Country
      • 11.3.8.1. Germany
      • 11.3.8.2. UK
      • 11.3.8.3. France
      • 11.3.8.4. Italy
      • 11.3.8.5. Spain
      • 11.3.8.6. Rest of Europe
  • 11.4. South America
    • 11.4.1. Introduction
    • 11.4.2. Key Region-Specific Dynamics
    • 11.4.3. Market Size Analysis and Y-o-Y Growth Analysis (%), By Type
    • 11.4.4. Market Size Analysis and Y-o-Y Growth Analysis (%), By Vehicle Type
    • 11.4.5. Market Size Analysis and Y-o-Y Growth Analysis (%), By Propulsion
    • 11.4.6. Market Size Analysis and Y-o-Y Growth Analysis (%), By Offering
    • 11.4.7. Market Size Analysis and Y-o-Y Growth Analysis (%), By Application
    • 11.4.8. Market Size Analysis and Y-o-Y Growth Analysis (%), By Country
      • 11.4.8.1. Brazil
      • 11.4.8.2. Argentina
      • 11.4.8.3. Rest of South America
  • 11.5. Asia-Pacific
    • 11.5.1. Introduction
    • 11.5.2. Key Region-Specific Dynamics
    • 11.5.3. Market Size Analysis and Y-o-Y Growth Analysis (%), By Type
    • 11.5.4. Market Size Analysis and Y-o-Y Growth Analysis (%), By Vehicle Type
    • 11.5.5. Market Size Analysis and Y-o-Y Growth Analysis (%), By Propulsion
    • 11.5.6. Market Size Analysis and Y-o-Y Growth Analysis (%), By Offering
    • 11.5.7. Market Size Analysis and Y-o-Y Growth Analysis (%), By Application
    • 11.5.8. Market Size Analysis and Y-o-Y Growth Analysis (%), By Country
      • 11.5.8.1. China
      • 11.5.8.2. India
      • 11.5.8.3. Japan
      • 11.5.8.4. Australia
      • 11.5.8.5. Rest of Asia-Pacific
  • 11.6. Middle East and Africa
    • 11.6.1. Introduction
    • 11.6.2. Key Region-Specific Dynamics
    • 11.6.3. Market Size Analysis and Y-o-Y Growth Analysis (%), By Type
    • 11.6.4. Market Size Analysis and Y-o-Y Growth Analysis (%), By Vehicle Type
    • 11.6.5. Market Size Analysis and Y-o-Y Growth Analysis (%), By Propulsion
    • 11.6.6. Market Size Analysis and Y-o-Y Growth Analysis (%), By Offering
    • 11.6.7. Market Size Analysis and Y-o-Y Growth Analysis (%), By Application

12. Company Profiles

  • 12.1. Aptiv PLC*
    • 12.1.1. Company Overview
    • 12.1.2. Product Portfolio and Description
    • 12.1.3. Financial Overview
    • 12.1.4. Key Developments
  • 12.2. Tesla, Inc.
  • 12.3. Continental AG
  • 12.4. NVIDIA Corporation
  • 12.5. Robert Bosch GmbH
  • 12.6. Li Auto Inc.
  • 12.7. Rivian Automotive, Inc.
  • 12.8. Volkswagen AG
  • 12.9. QUALCOMM Incorporated
  • 12.10. General Motors Company

LIST NOT EXHAUSTIVE

13. Appendix

  • 13.1. About Us and Services
  • 13.2. Contact Us