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市场调查报告书
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1848334

汽车软体：市场占有率分析、产业趋势、统计数据和成长预测（2025-2030 年）

Automotive Software - Market Share Analysis, Industry Trends & Statistics, Growth Forecasts (2025 - 2030)
出版日期: | 出版商: Mordor Intelligence | 英文 150 Pages | 商品交期: 2-3个工作天内

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简介目录

预计汽车软体市场规模到 2025 年将达到 192.8 亿美元，到 2030 年将达到 302.8 亿美元，到 2030 年的复合年增长率为 9.45%。

汽车软体-市场-IMG1

这一成长反映了汽车产业从以硬体为中心的平台向软体定义平台的稳步转型。在软体定义平台中，从电池优化到自动驾驶等关键功能都存在于程式码中，而非机械部件中。分区电子/电气架构的日益普及，使线束重量减轻了高达30%，从而释放了更多运算能力以支援新功能。全球汽车製造商正在迅速推进无线 (OTA) 更新功能，以符合欧盟 WP.29 网路安全和软体更新法规的要求，而基于订阅的「按需功能」服务则开始释放高利润的售后收益来源。半导体供应商、超大规模资料中心业者和一级软体公司日益增长的兴趣加剧了竞争，并刺激了旨在保护作业系统、中介软体和安全堆迭资产的收购激增。这些趋势，加上政府推动电气化的倡议，正在推动资本持续流入电池管理软体、边缘云端连接以及人工智慧主导的程式码产生工具。

全球汽车软体市场趋势与洞察

中国汽车厂商推出L2+自动驾驶技术，推动亚洲ADAS代码量成长

敏捷开发框架使比亚迪、小鹏汽车和Zeekr等品牌的功能发布週期缩短了高达60%，推动了ADAS程式码行数的激增，并加速了西方竞争对手的追赶。感知、感测器融合和路径规划演算法的快速迭代正在推动对冗余计算的需求，促使晶片製造商设计封装在中国製造的集中式ECU中的特定领域加速器。产业观察家指出，合规的OTA流程对于维持这些车队的更新至关重要，而安全的DevOps是维持市场领先地位的先决条件。

随着 OEM 转向以区域为中心的 E/E 架构，全球中介软体支出增加

用四到六个区域控制器取代数十个域 ECU（例如特斯拉 Model 3 等车型），可以显着简化布线、减轻重量并降低功率损耗。然而，这种分散式布局将复杂性转移到了软体层，该层必须抽象化异质感测器、管理确定性通讯并强制执行功能安全分区。中间件供应商报告称，由于原始设备製造商竞相协调 AUTOSAR Classic 和 Adaptive 堆迭、即时 POSIX 核心和云端 API，整合计划陷入停滞。恩智浦斥资 6.25 亿美元收购 TTTech Auto，凸显了可扩展至车辆系列之外的认证中间件的价值。

中介软体标准的碎片化阻碍了OEM厂商之间的重复使用

缺乏统一的 API 迫使一级供应商将相同的功能移植到多个专有堆迭中，这推高了检验成本并减缓了创新。 AUTOSAR 和 SOAFEE 等联盟提案协调以服务为导向的框架，但品牌策略的差异阻碍了融合，尤其是在客製化层根深蒂固的欧洲 OEM 中。因此，中间件製造商正在建造可配置的适配器，牺牲效能来换取可移植性。

細項分析

应用软体收入仍将保持最高水平，到2024年将占汽车软体市场的48.53%，这反映了客户对ADAS、资讯娱乐和个人化无线升级的需求。随着OEM厂商采用基于Linux且功能安全性增强的发行版，作业系统平台是成长最快的细分市场，复合年增长率达9.71%。随着整合运算技术能够加快功能部署，应用层程式码的市场规模预计将稳定扩大。中间件的战略价值也将同样提升，它将成为POSIX核心与更高等级应用程式之间经过安全认证的桥樑。

对开放原始码元件的日益依赖正在重塑供应商的议价能力。晶片供应商捆绑参考镜像以加速客户入职，软体整合商则透过长期维护、网路强化和变体管理来创造收益。随着汽车软体市场向共用程式码库发展，相关人员透过合规性、整合工具和即时确定性来实现差异化。诸如恩智浦收购中间件之类的整合表明，平台的广度将决定能否赢得即将推出的电动车和自动驾驶汽车的合约。

2024年，ADAS和安全系统将占汽车软体市场收入的33.76%，主要得益于欧盟通用安全法规强制要求的智慧速度辅助、车道维持和自动紧急煞车（AEB）。该丛集受益于高采用率和频繁的功能升级，使ADAS软体成为5G资料管道的核心。由于OEM厂商致力于延长纯电动车续航里程、保护锂离子电池并实现双向充电，动力传动系统和电池管理应用将占据主导地位，复合年增长率将达到13.25%。

资讯娱乐和远端资讯处理平台消耗 5G频宽，整合串流媒体合作伙伴，并撷取车辆使用资料以进行预测性维护，从而推动经常性收益的成长。车身控制模组迁移到中央运算节点，共用晶片可以降低组件成本，但同时也增加了可靠隔离的需求。日益增长的跨域编配模糊了过去的界限，而监管压力则要求将安全逻辑锚定在确定性核心中，并将非关键软体迁移到容器化的微服务中。

区域分析

预计到2024年，亚洲将占据汽车软体市场的最大份额，达到39.04%，复合年增长率为11.66%。敏捷的发布週期使中国OEM能够以比传统OEM快60%的速度整合L2+功能，从而培育出国内中间件和感知堆迭生态系统。韩国率先采用G-V2X技术，实现了边缘云端分析，而日本则透过其AI模型检验实验室专注于功能安全的领先地位。区域电池供应链正在加速软体定义能源管理系统的发展，确保亚洲继续成为汽车软体市场的重心。

北美排名第二，正在利用通膨控制补贴来推动电池管理软体和家庭充电优化器的需求。订阅主导的功能正在激增，使汽车製造商能够在售后很长一段时间内将驾驶辅助升级和资讯娱乐应用程式收益。硅谷新兴企业正在推出缩短程式码发布週期的人工智慧工具，而底特律的现有企业则正在采用与消费性电子产品节奏同步的DevOps流程。这些因素共同作用，导致车载软体的内容成本居高不下，并牢牢地将该地区定位为汽车软体市场产生收入模式的试验场。

欧洲在联合国WP.29公约下，凭藉严格的网路安全和OTA授权，保持强大的地位，并正在推广采用经过认证的软体更新管理系统。以瑞典为首的北欧国家预测，受电动车普及和数位化服务准备的推动，欧洲软体更新的复合年增长率将达到11%。然而，开发人员短缺，尤其是AUTOSAR认证人才短缺，可能导致薪资上涨和专案进度延误。对专业培训学院的投资反映了其对国内製造能力的战略关注，并凸显了欧洲在扩大软体产量的同时确保品质的决心。

其他福利：

  • Excel 格式的市场预测 (ME) 表
  • 3个月的分析师支持

目录

第一章 引言

  • 研究假设和市场定义
  • 调查范围

第二章调查方法

第三章执行摘要

第四章 市场状况

  • 市场概况
  • 市场驱动因素
    • 中国OEM厂商推出L2+自动驾驶，推动亚洲ADAS代码量成长
    • 随着 OEM 转向集中式区域 E/E 架构，全球中介软体支出将上升
    • 欧盟WP.29 OTA更新授权加速欧洲安全软体堆迭的发展
    • 基于订阅的「按需功能」模式推动北美售后软体收益成长
    • 美国IRA 电动车奖励推动电池管理软体需求
    • 韩国部署5G-V2X网络，实现边缘云端服务
  • 市场限制
    • 分散的中介软体标准阻碍了 OEM 之间的重复使用
    • 欧洲 AUTOSAR Classic 和 Adaptive 开发人员短缺导致成本增加
    • R155/R156 网路认证考试费用缓慢的计画进度
    • 传统 CAN 架构限制了新兴市场的 SDV 采用
  • 价值/供应链分析
  • 监管展望（UNECE R155/R156、美国OTA法规、欧盟网路弹性法案）
  • 技术展望（区域架构、AI工具链、无线管道）
  • 波特五力分析
    • 买方的议价能力
    • 供应商的议价能力
    • 新进入者的威胁
    • 替代品的威胁
    • 竞争对手之间的竞争

第五章市场规模与成长预测（价值（美元））

  • 软体层
    • 应用软体
    • 中介软体
    • 作业系统
    • 韧体/基本输入/输出软体
  • 按用途
    • ADAS 与安全系统
    • 资讯娱乐和远端资讯处理
    • 动力传动系统和电池管理
    • 身体控制和舒适度
    • 联网汽车服务
  • 按车辆类型
    • 搭乘用车
    • 轻型商用车
    • 大型商用车
  • 透过推进力
    • 内燃机汽车（ICE）
    • 纯电动车（BEV）
    • 混合动力电动车（HEV/PHEV）
  • 按部署
    • 板载（嵌入式）
    • 外部（云/边缘）
  • 按地区
    • 北美洲
      • 美国
      • 加拿大
      • 其他北美地区
    • 南美洲
      • 巴西
      • 阿根廷
      • 南美洲其他地区
    • 欧洲
      • 德国
      • 英国
      • 法国
      • 义大利
      • 西班牙
      • 其他欧洲地区
    • 亚太地区
      • 中国
      • 日本
      • 印度
      • 韩国
      • 其他亚太地区
    • 中东和非洲
      • 阿拉伯聯合大公国
      • 沙乌地阿拉伯
      • 土耳其
      • 其他中东和非洲地区

第六章 竞争态势

  • 市场集中度
  • 策略趋势
  • 市占率分析
  • 公司简介
    • Robert Bosch GmbH
    • Continental AG
    • Elektrobit
    • BlackBerry Limited（QNX）
    • Google LLC（Alphabet Inc.）
    • Microsoft Corporation
    • Wind River Systems
    • NXP Semiconductors NV
    • NVIDIA Corporation
    • Aptiv PLC
    • TTTech Auto AG
    • Vector Informatik GmbH
    • Infineon Technologies AG
    • Intel Corporation
    • LG Electronics Vehicle Solutions
    • DENSO Corporation
    • Panasonic Automotive Systems
    • KPIT Technologies Ltd.
    • Intellias Ltd.
    • Tata Elxsi Ltd.
    • Airbiquity Inc.
    • MontaVista Software LLC
    • Renesas Electronics Corporation
    • HARMAN International
    • GlobalLogic Inc.

第七章 市场机会与未来展望

简介目录
Product Code: 67182

The automotive software market size stood at USD 19.28 billion in 2025 and is set to reach USD 30.28 billion by 2030, advancing at a 9.45% CAGR by 2030.

Automotive Software - Market - IMG1

Growth reflects the steady shift from hardware-centric vehicles to software-defined platforms where key functions, ranging from battery optimisation to automated driving, reside in code rather than mechanical parts. The rising adoption of zonal electronic/electrical architectures is trimming harness weight by up to 30% and freeing computing power for new features. Global automakers are fast-tracking over-the-air (OTA) update capabilities to comply with EU WP.29 cybersecurity and software-update rules, while subscription-based "functions-on-demand" services are starting to unlock high-margin, post-sale revenue streams. Heightened interest from semiconductor suppliers, hyperscalers, and Tier-1 software firms is intensifying competition, prompting a surge of acquisitions to secure operating-system, middleware, and safety-stack assets. These moves and government incentives for electrification keep capital flowing into battery-management software, edge-cloud connectivity, and AI-driven code-generation tools.

Global Automotive Software Market Trends and Insights

Level-2+ Autonomous Launches by Chinese OEMs Boosting ADAS Code Volume in Asia

Agile development frameworks allow brands such as BYD, Xpeng, and Zeekr to trim feature-release cycles by up to 60%, driving an explosion in ADAS code lines and accelerating competitive catch-up by Western rivals. Rapid iteration on perception, sensor fusion, and path-planning algorithms fuels demand for redundant compute, leading chipmakers to design domain-specific accelerators packaged within Chinese-built centralized ECUs. Industry observers note that compliant OTA pipelines are mandatory to keep those fleets current, making secure DevOps a prerequisite for sustained market leadership.

OEM Shift to Centralized Zonal E/E Architectures Raising Middleware Spend Globally

Replacing dozens of domain ECUs with four to six zone controllers simplifies wiring significantly, as exemplified in models such as Tesla Model 3, cuts weight, and reduces power loss. Yet decentralised layout shifts complexity toward software layers that must abstract heterogeneous sensors, manage deterministic communication, and enforce functional-safety partitions. Middleware vendors report a backlog of integration projects as OEMs race to harmonise AUTOSAR Classic and Adaptive stacks, real-time POSIX kernels, and cloud APIs. NXP's USD 625 million purchase of TTTech Auto highlighted the premium on certified middleware that can scale across vehicle families.

Fragmented Middleware Standards Hindering Cross-OEM Re-use

Lack of unified APIs forces Tier-1s to port identical functions to multiple proprietary stacks, elevating validation expense and slowing innovation. Consortia such as AUTOSAR and SOAFEE have proposed harmonised service-oriented frameworks, yet diverging brand strategies stall convergence, particularly among European OEMs with entrenched bespoke layers. Middleware houses thus build configurable adapters that sacrifice performance for portability, a compromise that adds runtime overhead and complicates safety certification.

Other drivers and restraints analyzed in the detailed report include:

  1. EU WP.29 OTA-Update Mandate Accelerating Secure Software Stacks in Europe
  2. Subscription-Based 'Functions-on-Demand' Models Expanding Post-Sale Software Revenues in North America
  3. Shortage of AUTOSAR Classic and Adaptive Developers in Europe Inflating Costs

For complete list of drivers and restraints, kindly check the Table Of Contents.

Segment Analysis

Application software still delivers the highest revenue at 48.53% of the automotive software market in 2024, mirroring customer appetite for ADAS, infotainment, and personalised over-the-air upgrades. Operating-system platforms are the fastest-growing slice, advancing at 9.71% CAGR as OEMs embrace Linux-based distributions hardened for functional safety. The market size for application-layer code is projected to climb steadily as consolidated compute unlocks faster feature roll-outs. Middleware's strategic value climbs in step, acting as a safety-certified bridge between POSIX kernels and high-level apps; Aptiv calls it the "orchestrator" of zonal traffic.

Growing reliance on open-source components reshapes vendor bargaining power. Silicon suppliers bundle reference images to accelerate customer entry, while software integrators monetise long-term maintenance, cyber-hardening, and variant management. As the automotive software market evolves toward shared code bases, stakeholders differentiate via compliance, integration tooling, and real-time determinism. Consolidation, exemplified by NXP's middleware acquisition, signals that platform breadth will determine contract wins for forthcoming electric and autonomous vehicle launches.

ADAS and safety systems delivered 33.76% revenue of the automotive software market in 2024, thanks to mandatory intelligent-speed assist, lane-keeping, and AEB under the EU General Safety Regulation. The cluster benefits from high attach rates and frequent feature upgrades, keeping ADAS software at the heart of 5 G-enabled data pipelines. Powertrain and battery-management applications are forecasted to outpace all others at 13.25% CAGR as OEMs race to extend BEV range, safeguard lithium-ion cells, and orchestrate bidirectional charging.

Infotainment and telematics platforms absorb 5G bandwidth, integrate streaming partners, and harvest vehicle-usage data for predictive maintenance, fuelling recurring revenue ambitions. Body-control modules migrate to central compute nodes, where shared silicon slashes bill-of-materials cost yet magnifies the need for robust isolation. Increasing cross-domain orchestration blurs historical boundaries, but regulatory pressure keeps safety logic anchored in deterministic cores while non-critical software shifts toward containerised microservices.

The Automotive Software Market Report is Segmented by Software Layer (Application Software, Middleware, and More), Application (ADAS and Safety Systems and More), Vehicle Type (Passenger Cars and More), Propulsion (Internal Combustion Engine Vehicles (ICE) and More), Deployment (On-Board (Embedded) and Off-Board (Cloud / Edge)), and Geography. The Market Forecasts are Provided in Terms of Value (USD).

Geography Analysis

Asia commanded the largest regional share at 39.04% of the automotive software market in 2024, and is projected to grow at an 11.66% CAGR, propelled by China's fast-track deployment of software-defined vehicles and government incentives for autonomous navigation modules. Agile release cycles let Chinese OEMs integrate Level-2+ functions at a pace 60% quicker than traditional counterparts, catalysing domestic middleware and perception-stack ecosystems. South Korea's early roll-out of 5 G-V2X enables edge-cloud analytics, while Japan focuses on functional-safety leadership through AI-model verification labs. Regional battery supply chains accelerate software-enhanced energy-management systems, ensuring that Asia remains the gravitational centre of the automotive software market.

North America sits second, leveraging the Inflation Reduction Act credits to swell demand for battery-management software and home-charging optimisers. Subscription-driven features have proliferated, allowing automakers to monetise driver-assistance upgrades and infotainment apps long after the point of sale. Silicon Valley start-ups inject AI tooling that shortens code-release cycles, and Detroit incumbents adopt DevOps pipelines mirroring consumer-electronics cadence. Together, these factors sustain high per-vehicle software content, cementing the region as a testbed for revenue-generation models in the automotive software market.

Europe maintains a formidable position anchored by stringent cybersecurity and OTA mandates under UN WP.29, driving uptake of certified software-update management systems. The Nordics, spearheaded by Sweden, are pegged for a 11% CAGR on the back of EV prevalence and digital-service readiness. Nonetheless, developer shortages, particularly AUTOSAR-certified talent, impose wage inflation and risk schedule slippage. Investment in dedicated training academies reflects a strategic pivot to home-grown capability, underscoring Europe's resolve to safeguard quality while scaling software output.

  1. Robert Bosch GmbH
  2. Continental AG
  3. Elektrobit
  4. BlackBerry Limited (QNX)
  5. Google LLC (Alphabet Inc.)
  6. Microsoft Corporation
  7. Wind River Systems
  8. NXP Semiconductors N.V.
  9. NVIDIA Corporation
  10. Aptiv PLC
  11. TTTech Auto AG
  12. Vector Informatik GmbH
  13. Infineon Technologies AG
  14. Intel Corporation
  15. LG Electronics Vehicle Solutions
  16. DENSO Corporation
  17. Panasonic Automotive Systems
  18. KPIT Technologies Ltd.
  19. Intellias Ltd.
  20. Tata Elxsi Ltd.
  21. Airbiquity Inc.
  22. MontaVista Software LLC
  23. Renesas Electronics Corporation
  24. HARMAN International
  25. GlobalLogic Inc.

Additional Benefits:

  • The market estimate (ME) sheet in Excel format
  • 3 months of analyst support

TABLE OF CONTENTS

1 Introduction

  • 1.1 Study Assumptions & Market Definition
  • 1.2 Scope of the Study

2 Research Methodology

3 Executive Summary

4 Market Landscape

  • 4.1 Market Overview
  • 4.2 Market Drivers
    • 4.2.1 Level-2+ Autonomous Launches by Chinese OEMs Boosting ADAS Code Volume in Asia
    • 4.2.2 OEM Shift to Centralized Zonal E/E Architectures Raising Middleware Spend Globally
    • 4.2.3 EU WP.29 OTA-Update Mandate Accelerating Secure Software Stacks in Europe
    • 4.2.4 Subscription-Based 'Functions-on-Demand' Models Expanding Post-Sale Software Revenues in North America
    • 4.2.5 U.S. IRA EV Incentives Driving Battery-Management Software Demand
    • 4.2.6 Roll-out of 5G-V2X Networks Enabling Edge-Cloud Automotive Software Services in South Korea
  • 4.3 Market Restraints
    • 4.3.1 Fragmented Middleware Standards Hindering Cross-OEM Re-use
    • 4.3.2 Shortage of AUTOSAR Classic & Adaptive Developers in Europe Inflating Costs
    • 4.3.3 R155/R156 Cyber-Homologation Testing Costs Delaying Program Timelines
    • 4.3.4 Legacy CAN Architectures in Emerging Markets Limiting SDV Adoption
  • 4.4 Value / Supply-Chain Analysis
  • 4.5 Regulatory Outlook (UNECE R155/R156, U.S. OTA Rules, EU Cyber Resilience Act)
  • 4.6 Technological Outlook (Zonal Architecture, AI Tool-chains, Over-the-Air Pipelines)
  • 4.7 Porter's Five Forces Analysis
    • 4.7.1 Bargaining Power of Buyers
    • 4.7.2 Bargaining Power of Suppliers
    • 4.7.3 Threat of New Entrants
    • 4.7.4 Threat of Substitutes
    • 4.7.5 Competitive Rivalry

5 Market Size and Growth Forecasts (Value (USD))

  • 5.1 By Software Layer
    • 5.1.1 Application Software
    • 5.1.2 Middleware
    • 5.1.3 Operating System
    • 5.1.4 Firmware / Basic Input-Output Software
  • 5.2 By Application
    • 5.2.1 ADAS and Safety Systems
    • 5.2.2 Infotainment and Telematics
    • 5.2.3 Powertrain and Battery-Management
    • 5.2.4 Body Control and Comfort
    • 5.2.5 Connected Vehicle Services
  • 5.3 By Vehicle Type
    • 5.3.1 Passenger Cars
    • 5.3.2 Light Commercial Vehicles
    • 5.3.3 Heavy Commercial Vehicles
  • 5.4 By Propulsion
    • 5.4.1 Internal Combustion Engine Vehicles (ICE)
    • 5.4.2 Battery Electric Vehicles (BEV)
    • 5.4.3 Hybrid Electric Vehicles (HEV/PHEV)
  • 5.5 By Deployment
    • 5.5.1 On-Board (Embedded)
    • 5.5.2 Off-Board (Cloud / Edge)
  • 5.6 By Geography
    • 5.6.1 North America
      • 5.6.1.1 United States
      • 5.6.1.2 Canada
      • 5.6.1.3 Rest of North America
    • 5.6.2 South America
      • 5.6.2.1 Brazil
      • 5.6.2.2 Argentina
      • 5.6.2.3 Rest of South America
    • 5.6.3 Europe
      • 5.6.3.1 Germany
      • 5.6.3.2 United Kingdom
      • 5.6.3.3 France
      • 5.6.3.4 Italy
      • 5.6.3.5 Spain
      • 5.6.3.6 Rest of Europe
    • 5.6.4 Asia-Pacific
      • 5.6.4.1 China
      • 5.6.4.2 Japan
      • 5.6.4.3 India
      • 5.6.4.4 South Korea
      • 5.6.4.5 Rest of Asia-Pacific
    • 5.6.5 Middle East and Africa
      • 5.6.5.1 United Arab Emirates
      • 5.6.5.2 Saudi Arabia
      • 5.6.5.3 Turkey
      • 5.6.5.4 Rest of the Middle East and Africa

6 Competitive Landscape

  • 6.1 Market Concentration
  • 6.2 Strategic Moves
  • 6.3 Market Share Analysis
  • 6.4 Company Profiles (Includes Global Level Overview, Market Level Overview, Core Segments, Financials as Available, Strategic Information, Market Rank/Share for Key Companies, Products and Services, SWOT Analysis, and Recent Developments)
    • 6.4.1 Robert Bosch GmbH
    • 6.4.2 Continental AG
    • 6.4.3 Elektrobit
    • 6.4.4 BlackBerry Limited (QNX)
    • 6.4.5 Google LLC (Alphabet Inc.)
    • 6.4.6 Microsoft Corporation
    • 6.4.7 Wind River Systems
    • 6.4.8 NXP Semiconductors N.V.
    • 6.4.9 NVIDIA Corporation
    • 6.4.10 Aptiv PLC
    • 6.4.11 TTTech Auto AG
    • 6.4.12 Vector Informatik GmbH
    • 6.4.13 Infineon Technologies AG
    • 6.4.14 Intel Corporation
    • 6.4.15 LG Electronics Vehicle Solutions
    • 6.4.16 DENSO Corporation
    • 6.4.17 Panasonic Automotive Systems
    • 6.4.18 KPIT Technologies Ltd.
    • 6.4.19 Intellias Ltd.
    • 6.4.20 Tata Elxsi Ltd.
    • 6.4.21 Airbiquity Inc.
    • 6.4.22 MontaVista Software LLC
    • 6.4.23 Renesas Electronics Corporation
    • 6.4.24 HARMAN International
    • 6.4.25 GlobalLogic Inc.

7 Market Opportunities and Future Outlook