车上用软体支出的成长机会

Growth Opportunities for In-Vehicle Software Spending

出版日期: 2023年10月26日 | 出版商:

Frost & Sullivan | 英文 91 Pages | 商品交期: 最快1-2个工作天内

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简介目录

家电、IT和汽车产业的整合将为大约一半的汽车软体创造巨大的付加。

目的地设备製造商 ( OEM ) 过去常常根据机械特征来区分其产品。但如今，消费者对软体定义功能的要求越来越高，例如驾驶辅助、连接性以及舒适和便利服务。电动、自动驾驶、共享行动和连接等技术领域的融合正在推动OEM从传统的硬点定义架构转向软体导向的架构。这些趋势正在重塑客户的期望，并迫使OEM以新一代汽车做出回应，将汽车变成车轮上的软体。

与行动电话产业一样，汽车产业也正在经历某种程度的復兴。产业公司将更多的研发预算投入软体开发上，并且越来越多地向软体公司转型。 OEM根据自己的能力，采取不同的策略来开发自己的软体，包括内部开发和与合作伙伴共同开发。

本研究包括车上用软体开发产业开发成本的研究、分析、预测和概述。它旨在概述影响软体开发的趋势，并考察这些趋势如何影响OEM、供应商和行业相关人员的成长、部署和研发策略。

分析范围
主要竞争
分割
影响汽车产业软体开发的主要趋势
汽车产业SW发展趋势
汽车产业的软体生命週期
SW开发价值炼与生态系统
SW按价值创造分类
汽车研发和汽车软体开发成本市场概况
OEM SW开发策略比较分析
OEM基准化分析
OEM软体开发要点
一级供应商比较分析
一级和软体工程公司的主要要点
重点

产业SW发展策略

OEM软体开发方法
策略1：透过外包/共同开发进行软体开发
策略 2：内部软体开发
软体开发的第一层方法
联合软体开发联盟
价值链转型

汽车市场规模

主要成长指标
全球汽车收益与出货预测
全球汽车研发费用与车上用软体开发费用预测
全球车上用软体开发成本：依产业划分
全球车上用软体开发成本：动力传动系统
全球车上用软体开发成本：ADAS 和 AD
全球车上用软体开发成本：连线性（加上电脑网路安全）
全球车上用软体开发成本：车身、舒适度、便利性
全球车上用软体开发成本：其他
世界平均每辆车的汽车软体投资

OEM简介

汽车软体策略与开发成本：BMW集团
车上用软体策略及投资金额：福特汽车公司
汽车软体策略与开发成本：通用汽车
汽车SW策略与开发成本：本田技研工业株式会社
汽车软体策略与开发成本：现代汽车集团
汽车软体策略与开发成本：宾士集团
案例研究：梅赛德斯-奔驰 MBition
汽车软体策略与开发成本：：RNM联盟
汽车软体策略与开发成本：Stellantis
案例研究研究：Stellantis SW 中心
汽车软体策略与开发成本：丰田汽车公司。
案例研究：梭织
汽车软体策略与开发成本：大众集团
案例研究：大众集团 CARIAD 部门
汽车软体策略与开发成本：沃尔沃汽车

I 级概况

汽车软体策略与开发成本：Aptiv PLC
汽车软体策略与开发成本：博世
汽车软体策略与开发成本：大陆集团
汽车软体策略与开发成本：DENSO Corporation
汽车软体策略与开发成本：现代摩比斯
汽车软体策略与开发成本：麦格纳国际
汽车软体策略与开发成本：ZF Friedrichshafen AG

SW工程公司简介

SW工程公司：BlackBerry Ltd.
SW工程公司：EB
SW工程公司：Green Hills Software
SW工程公司：Red Hat Inc.
SW工程公司：风河系统

成长机会领域

成长机会1： OEM SW组织
成长机会2：支持汽车技术开发的纯软体公司
成长机会3：透过硬体和软体分离持续产生收入

下一步

下一步
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简介目录

Product Code: PF1D-46

Industry Convergence between Consumer Electronics, IT, and Automotive Players to Create Major Value Add for Nearly Half of All Vehicle Software in Use

Original equipment manufacturers (OEMs) used to differentiate their products based on mechanical features. Today, however, consumers increasingly want features defined by software, such as driver assistance, connectivity, and comfort-convenience services. The convergence of technology areas including electrification, autonomous driving, shared mobility, and connectivity is causing OEMs to migrate from the traditional hardpoint-defined architecture to a software-oriented architecture. 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. Increasingly, industry participants are spending more R&D budget on software development and turning themselves into software companies. OEMs will deploy different strategies to develop proprietary software based on their capabilities, some developed in-house and others co-developed with partners.

This study includes research, analysis, forecasts, and an overview of industry spending on in-vehicle software development. It aims to provide an overview of trends impacting software development and a discussion on the impact these trends have on the growth, deployment, and R&D strategies of different OEMs, suppliers, and industry stakeholders.

Strategic Imperatives

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

Growth Environment

Scope of Analysis
Key Competitors
Segmentation
Major Trends Impacting SW Development in the Automotive Industry
SW Development Trends in the Automotive Industry
The SW Life Cycle in the Automotive Industry
SW Development Value Chain and Ecosystem
SW Categorization by Value Creation
Automotive R&D and In-vehicle SW Spending Market Snapshot
Comparative Analysis of OEM SW Development Strategies
OEM Benchmarking
SW Development Takeaways for OEMs
Comparative Analysis of Tier I Suppliers
Main Takeaways for Tier I and SW Engineering Players
Key Takeaways

Industry SW Development Strategies

OEM Approaches to SW Development
Strategy 1: Outsourced/Co-developed SW Development
Strategy 2: In-house SW Development
Tier I Approach to SW Development
Cooperative SW Development Consortia
Shift in Value Chain

In-Vehicle SW Spending Market Sizing

Key Growth Metrics
Global Automotive Revenue and Unit Shipment Forecast
Global Automotive R&D Spending & In-Vehicle SW Spending Forecast
Global In-vehicle SW Spending by Domain
Global In-vehicle SW Spending: Powertrain
Global In-vehicle SW Spending: ADAS and AD
Global In-vehicle SW Spending: Connectivity (Plus Cybersecurity)
Global In-vehicle SW Spending: Body, Comfort, and Convenience
Global In-vehicle SW Spending: Others
Global Average In-vehicle SW Spending per Vehicle

OEM Profiles

In-vehicle SW Strategy and Spending: BMW Group
In-vehicle SW Strategy and Spending: Ford Motor Company
In-vehicle SW Strategy and Spending: GM
In-vehicle SW Strategy and Spending: Honda Motor Co., Ltd.
In-vehicle SW Strategy and Spending: Hyundai Motor Group
In-vehicle SW Strategy and Spending: Mercedes-Benz Group
Case Study: Mercedes-Benz MBition
In-vehicle SW Strategy and Spending: RNM Alliance
In-vehicle SW Strategy and Spending: Stellantis
Case Study: Stellantis SW Center
In-vehicle SW Strategy and Spending: Toyota Motor Corp.
Case Study: Woven
In-vehicle SW Strategy and Spending: VW Group
Case Study: VW Group's CARIAD Division
In-vehicle SW Strategy and Spending: Volvo Cars

Tier I Profiles

In-vehicle SW Strategy and Spending: Aptiv PLC
In-vehicle SW Strategy and Spending: Bosch
In-vehicle SW Strategy and Spending: Continental AG
In-vehicle SW Strategy and Spending: DENSO Corporation
In-vehicle SW Strategy and Spending: Hyundai Mobis
In-vehicle SW Strategy and Spending: Magna International
In-vehicle SW Strategy and Spending: ZF Friedrichshafen AG

SW Engineering Company Profiles

SW Engineering Players: BlackBerry Ltd.
SW Engineering Players: EB
SW Engineering Players: Green Hills Software
SW Engineering Players: Red Hat Inc.
SW Engineering Players: Wind River Systems

Growth Opportunity Universe

Growth Opportunity 1: OEMs Becoming SW Organizations
Growth Opportunity 2: Pure-play SW Companies Helping Automakers Develop Technological Expertise
Growth Opportunity 3: Decoupling HW and SW for Recurring Revenue Generation