全球软件定义汽车 (SDV) 市场:战略洞察力和增长机会

电气化、自动驾驶、共享移动性和连接性等技术的融合正在推动原始设备製造商从传统的硬点定义架构转向面向软件的架构。

本报告对全球 SDV（软件定义车辆）市场进行了研究分析，深入分析了影响市场的主要趋势，包括增长动力、增长限制和市场收入预测。我在这里.

内容

战略要务

• 为什么越来越难成长？
• 战略要务 8 (TM)
• 三大战略要务对 SDV（软件定义汽车）行业的影响
• 增长机会推动增长 Pipeline Engine(TM)

成长环境

• 分析范围
• 什么是 SDV？
• SDV 的特点
• 导致 SDV 的主要趋势
• 增长动力
• 抑制增长的因素
• SDV 的生命週期
• SDV 组件
• SDV 的倡议

硬件模块

• E/E 架构的演变
• 各种 E/E 架构的特点
• E/E 架构的演进之路
• 支持硬件和软件分离的集中式架构
• 选择硬件模块中的 OEM 活动
• 案例研究:Snapdragon 数字机箱
• 案例研究:从特斯拉部分区域架构到全区域架构
• 案例研究:STLA BRAIN 平台

车辆操作系统（OS）

• 主要趋势
• SDV 操作系统迁移
• 操作系统概述
• 车载操作系统的高层结构
• 车载操作系统要求
• 车载操作系统开发策略
• 操作系统价值链
• OEM 活动
• 操作系统基准测试
• 案例研究:Android 的兴起
• 案例研究:Android 汽车操作系统
• 案例研究:VW.OS
• 案例研究:MB.OS
• 案例研究:黑莓车载操作系统组件

中间件

• 汽车中间件
• 汽车中间件协议比较
• 案例研究:自动驾驶的中间件要求
• 案例研究:ZF 中间件

连通性

• 车辆连接的演变
• 按地区划分的内置连接
• 自动化云战略的重要性
• OEM 的云战略概况
• OTA 更新以允许点播功能
• 云网络和服务领域的领先云参与者
• 云网络中的 OEM 合作伙伴关係和活动
• 案例研究:亚马逊的互联汽车生态系统

网络安全

• 汽车网络安全:可能的攻击场景和影响
• SDV 中的网络攻击场景
• 分层网络安全方法
• 车辆软件和系统的网络风险评估
• 汽车网络安全价值链
• 各种类型的汽车网络安全解决方案
• SDV 中的网络安全威胁概述
• OEM 网络安全合作伙伴关係和战略概述
• 汽车网络安全公司:比较分析
• 半导体和芯片製造商:比较分析
• 汽车一级供应商:比较分析
• 案例研究:博世网络安全
• 案例研究:Cybellum Digital Twin(TM) 平台
• 案例研究:哈曼网络安全和 WP.29 合规服务

SDV 对汽车价值链的影响

• 传统汽车价值链
• SDV 生态系统、威胁和机遇
• 通过 SDV 生命週期创造价值
• SDV 带来的全新商业模式
• SDV 的机遇和新价值链
• Tier 0.5 的出现
• 一级的角色
• 数字汽车和点播功能的出现
• OEM 基准
• 结论

增长机会领域

• 增长机会 1:SDV 开闢了产生经常性收入的新途径
• 增长机会 2:一家软件公司因其新价值链而备受关注
• 增长机会 3:IT 公司帮助汽车製造商开发技术诀窍

下一步

Future Growth Potential in the Automotive Industry Hinges on a Service-oriented Architecture with Repeatable Avenues of Revenue Generation

Original equipment manufacturers (OEMs) used to differentiate their products based on mechanical features. Today, however, consumers are increasingly looking for features defined by software, such as driver assistance, connectivity, and comfort-convenience services. The convergence of technologies including electrification, autonomous driving, shared mobility, and connectivity is causing OEMs to migrate from the traditional hardpoint-defined architecture to a software-oriented architecture. Meanwhile, these trends are reshaping customer expectations and forcing OEMs to address them in new generation vehicles, thereby turning vehicles into software on wheels.

Similar to the mobile phone industry, the automotive industry is experiencing a sort of rebirth. The traditional business models of generating revenue cyclically are being challenged by continuous cash flow generation throughout the vehicle life cycle. Beyond unlocking new safety, comfort, and convenience features, software-defined vehicle (SDVs) have several advantages compared to their hardware-defined counterpart. SDVs allow customers over-the-air (OTA) updates that cover firmware patches; infotainment to receive improvements; monitoring and tuning of core functional capabilities, such as powertrain and vehicle dynamics; and feature-on-demand comfort-convenience services. This allows OEMs the opportunity to improve and upgrade vehicles on the go throughout their life cycle while generating revenue from feature-on-demand services, which culminates in deeper, more connected relationships with customers.

SDVs, therefore, are at the forefront of monumental changes in the automotive industry. This research service aims to provide an overview of trends impacting SDVs. It discusses the impact of these trends on the growth and deployment strategies of different OEMs and suppliers in the market.

Key Issues Addressed:

• What are the technological advancements shaping SDVs?

• What change in development approach did SDVs cause?

• What are software platforms? Will software players elevate from a Tier 2/3 supplier space to Tier 0.5?

• What are the opportunities for OEMs and other stakeholders in the value chain?

• How are OEMs transitioning from a hardware-centric to a software-centric approach?

Table of Contents

Strategic Imperatives

• Why Is It Increasingly Difficult to Grow?
• The Strategic Imperative 8™
• The Impact of the Top 3 Strategic Imperatives on the Software-defined Vehicle (SDV) Industry
• Growth Opportunities Fuel the Growth Pipeline Engine™

Growth Environment

• Scope of Analysis
• What is an SDV?
• Characteristics of SDVs
• Major Trends Leading to SDVs
• Growth Drivers
• Growth Drivers (continued)
• Growth Restraints
• Life Cycle of an SDV
• Building Blocks of SDVs
• Approaches to SDVs

Hardware Module

• Evolution of E/E Architecture
• Characteristics of Different E/E Architecture
• Pathways to E/E Architecture Evolution
• Centralized Architecture Allowing HW and SW Decoupling
• Select OEM Activity in the HW Module
• Case Study: Snapdragon Digital Chassis
• Case Study: Tesla Partial Zonal Architecture to Full Zonal Architecture
• Case Study: STLA BRAIN Platform

Vehicle Operating System (OS)

• Major Trends
• OS Migration for SDV
• OS Overview
• High-level Structure of an Automotive OS
• Automotive OS Requirements
• Strategies for Vehicle OS Development
• OS Valuechain
• OEM Activity
• OEM Activity (continued)
• OEM Activity (continued)
• OS Benchmarking
• Case Study: The Ascent of Android
• Case Study: Android Automotive OS
• Case Study: VW.OS
• Case Study: MB.OS
• Case Study: Blackberry In-vehicle OS Components

Middleware

• Automotive Middleware
• Automotive Middleware Protocol Comparison
• Case Study: Middleware Requirement for Autonomous Driving
• Case Study: ZF Middleware

Connectivity

• Evolution of Vehicle Connectivity
• Embedded Connectivity by Region
• Importance of Auto Cloud Strategies
• Snapshot of OEMs' Cloud Strategy
• OTA Update Allowing Features on Demand
• Primary Cloud Players in Cloud Networking and Offerings
• OEM Partnerships and Activity in Cloud Networking
• OEM Partnerships and Activity in Cloud Networking (continued)
• Case Study: Amazon's Connected Vehicle Ecosystem

Cybersecurity

• Automotive Cybersecurity: Possible Attacks Scenarios and Impact
• Cyberattack Scenarios in SDVs
• Layered Cybersecurity Approach
• Vehicle SW and System Cyberrisk Assessment
• Automotive Cybersecurity Value Chain
• Different Types of Cybersecurity Solutions in Vehicles
• Overview of Cybersecurity Threats in an SDV
• Overview of OEM Cybersecurity Partnerships and Strategies
• Overview of OEM Cybersecurity Partnerships and Strategies (continued)
• Automotive Cybersecurity Companies: Comparative Analysis
• Automotive Cybersecurity Companies: Comparative Analysis (continued)
• Semiconductor and Chip Manufacturers: Comparative Analysis
• Automotive Tier I Suppliers: Comparative Analysis
• Automotive Tier I Suppliers: Comparative Analysis (continued)
• Case Study: Bosch Cybersecurity
• Case Study: Cybellum Digital Twins™ Platform
• Case Study: Harman Cybersecurity and WP.29 Compliance Services

Impact of SDV on Automotive Value Chain

• Traditional Automotive Value Chain
• SDV Ecosystem, Threats, and Opportunities
• Value Creation Throughout the Life Cycle of an SDV
• SDVs Lead to New Business Models
• Opportunities and New Value Chain in SDV
• Emergence of Tier 0.5
• Role of Tier I
• Emergence of the Digital Car and Features on Demand
• OEM Benchmarking
• The Last Word

Growth Opportunity Universe

• Growth Opportunity 1: SDVs Opening New Avenues for Repeatable Revenue Generation
• Growth Opportunity 1: SDVs Opening New Avenues for Repeatable Revenue Generation (continued)
• Growth Opportunity 1: SDVs Opening New Avenues for Repeatable Revenue Generation (continued)
• Growth Opportunity 2: Software Players to Find Prominence in New Value Chain
• Growth Opportunity 2: Software Players to Find Prominence in New Value Chain(continued)
• Growth Opportunity 3: IT Companies Assisting Automakers to Develop Technology Know-how
• Growth Opportunity 3: IT Companies Assisting Automakers to Develop Technology Know-how (continued)

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