市场调查报告书
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SDV(软体定义汽车)全球市场规模、份额、行业趋势分析报告:按产品、按应用、按车辆类型、按地区、前景和预测,2023-2030 年Global Software-defined Vehicle Market Size, Share & Industry Trends Analysis Report By Offering (Hardware, Software, and Services), By Application, By Vehicle Type (ICE, BEV, and HEV/PHEV), By Regional Outlook and Forecast, 2023 - 2030 |
SDV(软体定义汽车)市场规模预计到 2030 年将达到 5,104 亿美元,预测期内CAGR年增长率为 10.5%。
根据 Harman International Industries, Inc. 在 KBV Cardinal Matrix 上发布的分析。2023 年 1 月,Harman International Industries 与总部位于义大利马拉内罗的义大利豪华跑车製造商法拉利合作。透过此次合作,法拉利将与哈曼国际工业公司合作,致力于为市场提供下一代车内体验。大众汽车公司、特斯拉和英伟达公司等公司是这个市场的主要创新者。
市场成长要素
自动驾驶技术的扩展
自动驾驶汽车的发展取决于广泛的感知、决策和控制软体系统。 SDV是自动驾驶开发的基础平台。人工智慧和先进的机器学习演算法用于决策、途径规划和物件识别。高清地图和精确定位技术(包括 GPS 和惯性导航系统)可协助自动驾驶车辆了解其相对于环境的位置。这些地图通常与即时感测器资料相结合以提高准确性。自动驾驶技术的成长有助于市场的扩大。
电动车和混合汽车的采用率增加
电动动力传动系统严重依赖软体。软体控制电动马达的性能,提供即时扭力以实现加速和平稳运行。电动车通常有一个使用者介面,可根据驾驶条件提供有关行驶里程的资讯。该软体不断计算和更新这些范围预测。此连接可实现搜寻充电站、预留充电槽和监控充电状态等功能。电动车和混合汽车的远端资讯处理系统提供有关电池状态、充电选项和能耗的即时资料。这些资讯对于服务人员和车队经理来说非常有价值。电动车和混合汽车产业的扩张正在扩大市场。
市场抑制因素
复杂性和互通性问题
现代汽车,尤其是自动驾驶和高度自动化汽车,依赖复杂的软体系统。管理和维护这种复杂性是一项涉及多个软体层和组件的挑战。确保复杂软体系统的安全是一项重要挑战。开发人员严格测试和检验他们的软体,以尽量减少系统故障和错误的风险。处理 SDV 产生的大量资料非常复杂。需要高效的资料储存、处理和分析,这可能会对现有基础设施造成压力。由于涉及的技术多种多样,无缝、和谐地整合资讯娱乐、连接、自动驾驶和动力传动系统管理等各种车辆系统非常复杂。复杂性和互通性问题是减缓市场成长的重大挑战。
供给展望
透过提供,市场分为硬体、软体和服务。 2022年,硬体领域占据市场最高收益占有率。先进的微处理器和控制单元是 SDV 的大脑。这些硬体组件负责处理感测器收集的大量资料并做出即时决策。通常具有多个核心的高效能处理器用于运行复杂的演算法来执行物件辨识和途径规划等任务。连接性是 SDV 的一个基本方面。用于蜂窝、Wi-Fi 和 V2X(车对万物)通讯的硬体模组可实现车辆、基础设施和云端之间的资料交换。这些模组支援远端软体更新、资料共用和车辆间通讯,以增强安全性和交通管理。
应用前景
依应用划分,市场分为动力传动系统总成底盘、ADAS/HAD、车身能源、资讯娱乐和连接安全。动力传动系统和底盘细分市场在 2022 年取得了显着的收益占有率。动力传动系统和底盘应用利用软体来优化车辆的能源使用和机械系统。这包括管理混合和电动车的配电以优化效率并透过再生煞车回收能量。动力传动系统应用将推动电动和混合的采用。
车型展望
根据车辆类型,市场分为火车头、纯电动汽车和混合动力汽车/插电式混合动力汽车。 HEV/PHEV 细分市场将在 2022 年获得显着的市场收益占有率。 HEV 和 PHEV 将传统内燃机 (ICE) 与电力推进系统结合。透过整合动力,这些车辆可以更有效率地运行,从而减少燃料消耗和排放。对于 SDV 而言,效率对于优化动力传动系统性能和扩展全电动续航里程至关重要。 HEV 和 PHEV 具有再生煞车系统,可在煞车和减速过程中回收和储存能量。然后,该能量用于为车辆的电池充电。再生煞车系统是 SDV 能源效率的重要组成部分。
区域展望
从区域来看,我们对北美、欧洲、亚太地区和拉丁美洲地区的市场进行了分析。 2022年,亚太地区以最高的收益占有率引领市场。亚太地区在电动车的普及处于世界领先地位,其中中国是最大的电动车部门。亚太地区的许多新兴企业都专注于开发行动解决方案和 SDV 技术。该地区的许多城市正在采用智慧城市概念,并越来越多地整合软体定义的行动解决方案。
The Global Software-defined Vehicle Market size is expected to reach $510.4 billion by 2030, rising at a market growth of 10.5% CAGR during the forecast period.
Powertrain & chassis applications utilize software to optimize the vehicle's energy usage and mechanical systems. Thus, the powertrain & chassis segment acquired $50,020.0 million in 2022. This can involve managing the power distribution in hybrid and electric vehicles for optimal efficiency and energy recovery through regenerative braking. Powertrain applications drive the adoption of electrification and hybridization. Electric powertrains and hybrid systems rely on software to manage the integration of electric motors with traditional internal combustion engines, optimizing energy usage and delivering improved fuel economy. Chassis and powertrain applications enable real-time monitoring and diagnostics of key vehicle components. Chassis applications use software to control torque vectoring and stability systems. These features enhance vehicle stability and handling in various driving conditions, improving safety and performance.
The major strategies followed by the market participants are Partnerships & Collaborations as the key developmental strategy to keep pace with the changing demands of end users. For instance, In September, 2023, Continental AG came into partnership with Google Cloud to develop an innovative lineup of automotive solutions that prioritize safety, efficiency, and user-centric features. alongside a set of management tools. Additionally, In August, 2023, Aptiv PLC came into partnership with Horizon Robotics to revolutionize China's automotive industry by leveraging its distinctive expertise, ultimately offering Chinese drivers and passengers a safer, more convenient, and enjoyable travel experience.
Based on the Analysis presented in the KBV Cardinal matrix; Harman International Industries, Inc. is the forerunners in the Market. In January, 2023, Harman International Industries came into partnership with Ferrari, an Italian luxury sports car manufacturer based in Maranello, Italy. Through this partnership, Ferrari would focus on bringing the next generation of in-cabin experiences to market with the help of Harman International Industries. Companies such as Volkswagen AG, Tesla, Inc., NVIDIA Corporation are some of the key innovators in the Market.
Market Growth Factors
Expansion of autonomous driving technologies
The development of autonomous vehicles relies on extensive software systems for perception, decision-making, and control. SDVs are a fundamental platform for autonomous driving development. Artificial intelligence and sophisticated machine learning algorithms are used for decision-making, path planning, and object recognition. High-definition maps and precise localization technologies, including GPS and inertial navigation systems, help autonomous vehicles understand their position relative to their environment. These maps are often combined with real-time sensor data for accuracy. The increasing number of autonomous driving technologies contributes to expanding the market.
Increasing adoption of electric and hybrid vehicles
Electric powertrains are highly software dependent. Software controls the electric motor's performance, delivering instant torque for acceleration and smooth operation. EVs often include user interfaces that provide information about the vehicle's range based on driving conditions. The software continuously calculates and updates these range predictions. This connectivity enables features like finding charging stations, reserving charging slots, and monitoring charging progress. Telematics systems in electric and hybrid vehicles provide real-time data on battery status, charging options, and energy consumption. This information is valuable for drivers and fleet managers. The expansion of the electric and hybrid vehicle industry is increasing the market.
Market Restraining Factors
Complexity and interoperability issues
Modern vehicles, especially autonomous or highly automated ones, rely on intricate software systems. Managing and maintaining this complexity can be challenging, involving multiple software layers and components. Ensuring the safety of complex software systems is a critical challenge. Developers rigorously test and validate software to minimize the risk of system failures or errors. Handling the vast amount of data generated by software-defined vehicles is complex. Efficient data storage, processing, and analysis are necessary, which can strain existing infrastructure. Integrating various vehicle systems, such as infotainment, connectivity, autonomous driving, and powertrain management, seamlessly and harmoniously is complex due to the diversity of technologies involved. Complexity and interoperability issues are significant challenges that can slow down the market growth.
Offering Outlook
By offering, the market is categorized into hardware, software, and services. In 2022, the hardware segment held the highest revenue share in the market. Advanced microprocessors and control units are the brains behind SDVs. These hardware components are responsible for processing the vast amount of data collected by sensors and making real-time decisions. High-performance processors, often with multiple cores, are used to run complex algorithms for tasks like object recognition and path planning. Connectivity is a fundamental aspect of software-defined vehicles. Hardware modules for cellular, Wi-Fi, and V2X (vehicle-to-everything) communication enable data exchange between vehicles, infrastructure, and the cloud. These modules support remote software updates, data sharing, and vehicle-to-vehicle communication for enhanced safety and traffic management.
Application Outlook
By application, the market is segmented into powertrain & chassis, ADAS/HAD, body & energy, infotainment, and connectivity & security. The powertrain & chassis segment recorded a remarkable revenue share in the market in 2022. Powertrain & chassis applications utilize software to optimize the vehicle's energy usage and mechanical systems. This can involve managing the power distribution in hybrid and electric vehicles for optimal efficiency and energy recovery through regenerative braking. Powertrain applications drive the adoption of electrification and hybridization.
Vehicle Type Outlook
Based on vehicle type, the market is classified into ICE, BEV, and HEV/PHEV. The HEV/PHEV segment acquired a substantial revenue share in the market in 2022. HEVs and PHEVs combine traditional internal combustion engines (ICE) with electric propulsion systems. Integrating electric power allows these vehicles to operate more efficiently, reducing fuel consumption and emissions. In the context of SDVs, efficiency is essential for optimizing powertrain performance and extending the range of electric-only driving. HEVs and PHEVs feature regenerative braking systems that capture and store energy during braking and deceleration. This energy is subsequently used to recharge the vehicle's battery. Regenerative braking systems are an essential part of energy efficiency in SDVs.
Regional Outlook
Region-wise, the market is analysed across North America, Europe, Asia Pacific, and LAMEA. In 2022, the Asia Pacific region led the market by generating the highest revenue share. The Asia Pacific region is leading the world in the adoption of EVs, with China being the largest EV sector. Many startups in the Asia Pacific region focus on developing mobility solutions and SDV technologies. Many cities in the region embraced smart city concepts, leading to the integration of software-defined mobility solutions.
The market research report covers the analysis of key stake holders of the market. Key companies profiled in the report include Robert Bosch GmbH, Continental AG, Valeo SA, Aptiv PLC, Marelli Holdings Co., Ltd., Tesla, Inc., NVIDIA Corporation, Volkswagen AG, Harman International Industries, Inc. (Samsung Electronics Co., Ltd), BlackBerry Limited, Medtronic PLC
Recent Strategies Deployed in Software-defined Vehicle Market
Mergers & Acquisition:
Oct-2023: Continental AG acquired KINEXON, a Technology, Information, and Internet company in Germany. Through this acquisition, Continental AG would be expanding its worldwide development team and reinforcing their proficiency in mobile robotics systems.
Dec-2022: Aptiv PLC acquired Intercable Automotive Solutions, a Plastics Manufacturing company in Brunico/South Tyrol. Through this acquisition, Intercable Automotive Solutions will bolster Aptiv's standing as a worldwide frontrunner in vehicle architecture systems.
Feb-2022: Harman International Industries took over Apostera, a Germany-based automotive technology company. Through this acquisition, Harman International Industries would enhance the range of automotive products and establish the company as a leader in designing automotive augmented reality/mixed reality experiences.
Partnerships, Collaborations & Agreements:
Sep-2023: Continental AG came into partnership with Google Cloud, a suite of cloud computing services that provides a series of modular cloud services including computing, data storage, data analytics, and machine learning. This partnership would enhance Continental's proficiency in automotive technology with Google's data and AI capabilities, aiming to develop an innovative lineup of automotive solutions that prioritize safety, efficiency, and user-centric features. alongside a set of management tools.
Aug-2023: Aptiv PLC came into partnership with Horizon Robotics, a Motor Vehicle Manufacturing company in China. Through this partnership, Aptiv PLC would intend to revolutionize China's automotive industry by leveraging its distinctive expertise, ultimately offering Chinese drivers and passengers a safer, more convenient, and enjoyable travel experience.
May-2023: Valeo SA came into partnership with Renault Group, a French multinational automobile manufacturing company. Through this partnership, Valeo SA would streamline the development process and cut down on expenses related to electrical and electronic architecture, all the while prioritizing high performance, compatibility, and safety.
May-2023: NVIDIA Corporation came into partnership with MediaTek, a Taiwanese fabless semiconductor company that provides chips for wireless communications, high-definition television, and handheld mobile devices. This partnership will offer the automotive sector increased adaptability and ease, enabling the delivery of highly inclusive solutions in terms of both features and extent.
Mar-2023: NVIDIA Corporation came into partnership with BYD, a publicly listed Chinese conglomerate manufacturing company headquartered in Shenzhen, Guangdong, China. Through this partnership, BYD would extend the utilization of DRIVE Orin through an enhanced partnership across multiple models in its forthcoming Dynasty and Ocean series of vehicles, with the aim of introducing safe and intelligent vehicles to the market.
Jan-2023: Valeo SA came into partnership with C2A Security, a Computer and Network Security company in Israel. Through this partnership, Valeo SA would be able to bolster its product cybersecurity management, providing an additional level of assurance to Valeo's clients and transforming cybersecurity into a genuine driver of business success.
Jan-2023: Marelli Holdings Co., Ltd. came into collaboration with Sibros, a software development company in San Jose, California. Through this collaboration, both the companies would develop some new and innovative solutions to unleash a diverse array of fresh customer advantages through a unified platform.
Jan-2023: Harman International Industries came into partnership with Ferrari, an Italian luxury sports car manufacturer based in Maranello, Italy. Through this partnership, Ferrari would focus on bringing the next generation of in-cabin experiences to market with the help of Harman International Industries. Additionally, Ferrari intends to utilize HARMAN's Ready Upgrade hardware and software solutions to efficiently and affordably introduce fully customizable consumer electronics-grade experiences in all their vehicle models.
Sep-2022: BlackBerry Limited came into partnership with L-SPARK Accelerator, a Canadian tech accelerator that specializes in helping early-stage B2B SaaS companies grow and succeed. Through this partnership, both companies would work together to develop Vehicles and IoT devices that can be more reliable, secure, and scalable, ensuring greater safety.
Feb-2022: Robert Bosch GmbH came into partnership with Microsoft Corporation, an American multinational technology corporation headquartered in Redmond, Washington. Through this partnership, Bosch would streamline and expedite the creation and implementation of software for vehicles, ensuring that it will comply with the established standards for automotive quality across the entire lifespan of the vehicle.
Apr-2020: Marelli Holdings Co., Ltd. came into partnership with Transphorm Inc., a semiconductor company focused on producing transistors made from gallium nitride for use in switched-mode power supplies. Through this partnership, Marelli and Transphorm were engaged in the sharing of expertise and information to develop innovative power conversion solutions for the automotive and electric vehicle (EV) industry.
Market Segments covered in the Report:
By Offering
By Application
By Vehicle Type
By Geography
Companies Profiled
Unique Offerings from KBV Research