利用 SDV（软件定义车辆）实现下一代消费者体验

全球 SDV（软件定义汽车）市场规模预计将从 2022 年的 86 亿美元增长到 2031 年的 1105 亿美元，基于市场上可用的汽车总数。 SDV 也被认为有可能改变汽车行业，从新的应用程序和服务中产生数十亿美元的收入。

本报告分析了 SDV 的全球市场、SDV 带来的全新乘客体验以及推动 SDV 实施所需的行业变化，提出了市场挑战、业务案例、机遇、实施挑战，我们提供了市场等信息按细分市场和地区划分的预测。

内容

第 1 章执行摘要

• 简介
  • 市场驱动因素
  • 市场壁垒
• 范围
• 世界市场展望

第二章市场问题

• 市场概览
  • SDV 的定义
• 市场驱动因素
  • 消费者期望
  • 下一代用例
  • 作为第三空间营销媒介的汽车
• 市场障碍和挑战
  • 组织结构
  • 开发过程
  • 人才库
  • 供应链转型
  • 技术集成、复杂硬件、许可

第三章技术问题

• 技术概览
• SDV 情况
  • 硬件
  • SDV 架构
  • 功耗
  • 网络安全
  • 责任

第 4 章行业主要参与者

• 概览
  • Blackberry QNX
  • Envisics
  • Foxconn
  • General Motors Ultifi
  • Nvidia
  • Qualcomm
  • Red Hat
  • Seeing Machines
  • Stellantis
  • Xperi
  • 他

第五章市场预测

• 范围
• 信息来源和研究方法
• 结果
  • 整个 SDV 市场
  • 兼容联网车辆和 OTA 兼容车辆的整个市场
  • 汽车 OTA 订阅服务市场
  • 车载支付市场
  • 车载流媒体内容和游戏市场
  • 2 级、2+ 级和 3 级功能车辆市场
  • HUD/AR HUD 市场

第 6 章结论和建议

• 简介
• 专注于高级升级和体验
• ADAS 的标准化和安定性的避免
• 早期合作伙伴
• 思维和设计的变化
• 向其他行业学习
• 与监管机构和消费者权益保护团体合作

第 7 章缩略语列表

第 8 章目录

第9章图表

第 10 章：范围、来源和方法，註释

Software-defined vehicles (SDVs) could transform the automotive industry-generating billions in revenue from new applications and services. Over the next decade and beyond, automakers' large investments will bring new vehicles to market that are designed to function as more than a means of transportation. SDVs will become a third space in which consumers can engage in experiences such as working, gaming, or escaping from the outside environment. SDVs' new mediums and use cases are the focus of this Guidehouse Insights report.

Major automakers project that more than $100 billion can be generated from over the air updates and other services, but many factors challenge these multiples: regulatory uncertainties, lack of industry expertise, and evolving business models. To generate the most revenue possible, automakers will likely focus on providing unique upgrades for their premium vehicle lineups, while increasing the number of premium models they offer. At the same time, a new automotive ecosystem is taking shape whose value chain is significantly different from the traditional Tier 2 > Tier 1 > OEM structure. Guidehouse Insights expects the total annual revenue generated from SDVs to grow from $8.6 billion in 2022 to $110.5 billion in 2031, based on the total addressable vehicles in the market.

This Guidehouse Insights report analyzes the global market for SDVs, the new passenger experiences they will enable, and the industry changes needed to facilitate their implementation. It provides an analysis of SDV market issues, business cases, opportunities, and implementation challenges. Global market forecasts for capacity and revenue, broken out by segment and region, extend through 2031. The report examines key SDV technologies and use cases and profiles key market players.

Table of Contents

1. Executive Summary

• 1.1. Introduction
  • 1.1.1. Market Drivers
  • 1.1.2. Market Barriers
• 1.2. Scope
• 1.3. Global Market Outlook

2. Market Issues

• 2.1. Market Overview
  • 2.1.1. Defining Software-Defined Vehicles
• 2.2. Market Drivers
  • 2.2.1. Consumer Expectations
    • 2.2.1.1. Software-Defined Functionality and User Experience
    • 2.2.1.2. Active Safety Systems
  • 2.2.2. Next-Generation Use Cases
    • 2.2.2.1. Head-up Displays and Augmented Reality Head-up Displays
    • 2.2.2.2. Driver and Occupant Monitoring Systems
    • 2.2.2.3. Over-the-Air Updates and Subscriptions
  • 2.2.3. The Car as a Third Space and Marketing Medium
    • 2.2.3.1. Augmented Reality
    • 2.2.3.2. AI Voice
    • 2.2.3.3. Streaming Media and Video on Demand
    • 2.2.3.4. Gaming
    • 2.2.3.5. Closed-Loop Commerce and Payments
• 2.3. Market Barriers and Challenges
  • 2.3.1. Organizational Structure
  • 2.3.2. Development Processes
  • 2.3.3. Talent Pool
  • 2.3.4. Shifts in Supply Chain
  • 2.3.5. Technical Integration, Complex Hardware, and Licensing

3. Technology Issues

• 3.1. Technology Overview
• 3.2. Software-Defined Vehicle Landscape
  • 3.2.1. Hardware
    • 3.2.1.1. Hardware as a Foundation
    • 3.2.1.2. Decoupling Hardware and Software
  • 3.2.2. SDV Architecture
    • 3.2.2.1. Zonal Electrical and Electronics Architecture
    • 3.2.2.2. Onboard Software Platform
      • 3.2.2.2.1. Operating System Kernel
      • 3.2.2.2.2. Middleware Layer
      • 3.2.2.2.3. Microservices
      • 3.2.2.2.4. Edge Computing
  • 3.2.3. Power Consumption
  • 3.2.4. Cybersecurity
  • 3.2.5. Liability

4. Key Industry Players

• 4.1. Overview
  • 4.1.1. Blackberry QNX
  • 4.1.2. Envisics
  • 4.1.3. Foxconn
  • 4.1.4. General Motors Ultifi
  • 4.1.5. Nvidia
  • 4.1.6. Qualcomm
  • 4.1.7. Red Hat
  • 4.1.8. Seeing Machines
  • 4.1.9. Stellantis
  • 4.1.10 Xperi
  • 4.1.11 Additional Key Market Participants

5. Market Forecasts

• 5.1. Scope
• 5.2. Sources and Methodology
• 5.3. Results
  • 5.3.1. Overall Software-Defined Vehicle Market
  • 5.3.2. Total Addressable Connected and OTA-Capable Vehicle Market
  • 5.3.3. Automotive OTA Subscriptions and Services Market
  • 5.3.4. In-Vehicle Payments Market
  • 5.3.5. In-Vehicle Streaming Content and Gaming Market
  • 5.3.6. Vehicles with Level 2, 2+, or 3 Capabilities Market
  • 5.3.7. HUDs and AR HUDs Market

6. Conclusions and Recommendations

• 6.1. Introduction
• 6.2. Focus on Premium Upgrades and Experiences
• 6.3. Make ADAS Standard and Avoid Shakedowns
• 6.4. Partner Early
• 6.5. Shift in Thinking and Design
• 6.6. Learning from Other Industries
• 6.7. Regulatory Body and Consumer Advocacy Group Engagement

7. Acronym and Abbreviation List

8. Table of Contents

9. Table of Charts and Figures

10. Scope of Study, Sources and Methodology, Notes

LIST OF CHARTS AND FIGURES

• Total Software Defined Vehicle Revenue, World Markets: 2022-2031
• Vehicles Sold With Level 2, 2+, or 3 Automation Capabilities, World Markets 2022-2031
• Annual HUD & AR HUD Units Sold, World Markets 2022-2031
• Total Addressable Connected & OTA-Capable Vehicles On the Road, World Markets: 2022-2031
• Annual Automotive Subscription & Services Revenue, World Markets: 2022-2031
• In-Vehicle Streaming Content & Gaming Revenue, World Markets: 2022-2031
• In-Vehicle Payments Revenue, World Markets: 2022-2031
• Annual Vehicles Sold With Level 2, 2+, or 3 Capabilities, World Markets 2022-2031
• Annual HUD and AR HUD Units Sold, World Markets 2022-2031
• Software-Defined Vehicle Breakdown
• SDV ADAS Systems
• AR HUD View
• In-Cabin Sensing Capabilities
• In-Vehicle Augmented Reality
• Three-Tiered Infotainment Display
• Traditional Software Development

LIST OF TABLES

• Vehicles Sold With Level 2, 2+, or 3 Automation Capabilities, World Markets 2022-2031
• Annual LDV Sales by Region, World Markets: 2022-2031
• Total Connected and OTA-Capable Vehicles on the Road, World Markets 2022-2031
• Total Addressable Connected and OTA-Capable Vehicles, World Markets 2022-2031
• Annual HUD and AR HUD Units Sold, World Markets, 2022-2031
• Annual HUD and AR HUD Units Sold, By Type, 2022-2031
• Total Addressable Connected and OTA-Capable Vehicles on the Road, World Markets 2022-2031
• Annual Vehicles OTA Subscription and Services Revenue, World Markets 2022-2031
• In-Vehicle Streaming Content and Gaming Revenue, World Markets: 2022-2031
• In-Vehicle Payments Revenue, World Markets: 2022-2031
• Total Software-Defined Vehicle Revenue, World Markets: 2022-2031
• OEM Actions to Facilitate and Foster SDV Innovation
• Nvidia DRIVE Offerings
• Snapdragon Features
• Seeing Machine Product Offerings
• Stellantis AI-Powered Platforms
• Xperi Solutions
• Additional Key SDV Market Participants