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市场调查报告书
商品编码
1865425
全球软体定义汽车 (SDV) 市场:预测至 2032 年 - 按架构、软体、经营模式、车辆类型、最终用户和地区进行分析Software-Defined Vehicle Market Forecasts to 2032 - Global Analysis By Architecture, Software, Business Model, Vehicle Type, End User and By Geography. |
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根据 Stratistics MRC 的一项研究,预计到 2025 年,全球软体定义汽车 (SDV) 市场规模将达到 1,347 亿美元,到 2032 年将达到 7,179 亿美元,预测期内复合年增长率为 27%。
软体定义车辆 (SDV) 指的是一种现代车辆,其关键功能和使用者体验由软体架构而非纯粹的机械硬体决定。关键特性、效能特征和新功能均透过空中下载 (OTA) 软体更新进行交付、更新和管理。 SDV 的目的是使汽车製造商能够快速推出新功能、个人化驾驶体验、提升售后安全性和性能,并在车辆的整个生命週期中创造新的基于服务的收入来源。
市政案例研究表明,该模式透过收取订阅费,为城市提供联网的 LED 照明和嵌入式感测器,从而为公共基础设施创建数据生成网路。
对无线软体更新(OTA)的需求不断增长
互联智慧路灯系统的日益普及推动了对空中下载 (OTA) 软体更新的需求。市政当局正越来越多地采用自动化远端系统管理平台,这些平台无需人工干预即可更新照明韧体、增强网路功能并提高能源效率。 OTA 更新能够更快地修復漏洞、增强网路安全并改善功能,从而减少停机时间和营运成本。这种能力有助于即时优化并延长系统使用寿命,使其成为推动软体定义车辆 (SDV) 普及的关键因素。
整合现有系统的复杂性
将现代智慧路灯解决方案与现有传统照明系统整合仍然是一大难题。许多城市运作老旧的电力和控制基础设施,需要进行复杂的维修才能实现网路相容性。将这些系统适配到分散式云端管理平台和基于物联网的通讯,会增加技术和经济负担。此外,确保跨多个硬体和供应商生态系统的互通性,也进一步加剧了部署的复杂性,并减缓了城市照明现代化计划的数位转型步伐。
云端原生平台的兴起
云端原生平台的快速发展为软体定义车辆 (SDV) 解决方案的扩展提供了巨大机会。云端整合实现了对照明网路的集中监控、预测性维护和即时分析,从而提高了能源利用率和营运效率。微服务架构和边缘运算的采用增强了系统设计的弹性和灵活性。这些技术将使更多市政当局能够采用基于订阅的照明管理模式,从而加速全球智慧、互联和数据驱动型城市照明基础设施的部署。
软体故障风险增加,遭受网路攻击的风险也随之增加。
随着对互联自动化照明网路的依赖性日益增强,软体故障和网路威胁的风险也随之增加。系统漏洞可能导致大范围的运作中断和市政资料的未授权存取。加密强度不足和韧体保护措施不完善也会带来额外的风险。持续的软体测试、强大的加密通讯协定和事件回应机制对于维护系统完整性至关重要。随着城市照明系统互联程度的不断提高,网路安全漏洞将继续成为服务供应商和公共机构面临的主要挑战。
新冠疫情初期,由于财政不确定性和市政预算延迟,智慧基础设施计划受到衝击。然而,疫情也加速了可远端系统管理的自动化、数位化监控路灯系统的需求。这场危机凸显了营运连续性、能源效率和减少现场维护需求的重要性。疫情后的復苏工作以及对智慧城市基础设施的重新投资,正在加速互联照明服务模式的普及,从而推动永续和韧性的城市现代化进程。
预计在预测期内,集中式高效能运算领域将占据最大的市场份额。
由于集中式高效能运算在管理来自互联照明节点的大量资料方面发挥关键作用,预计在预测期内,它将占据最大的市场份额。这些计算单元能够实现高级分析、即时故障检测以及大型照明网路间的无缝协作。市政当局倾向于集中式架构,因为其易于控制且延迟低。随着智慧城市平台的扩展,对可扩展的高效能处理能力的需求将持续显着增长。
预计嵌入式作业系统细分市场在预测期内将呈现最高的复合年增长率。
预计在预测期内,嵌入式作业系统领域将实现最高成长率,这主要得益于支援即时决策和空中昇级的智慧照明控制器的日益普及。这些系统能够根据运动、交通和天气状况自适应地调整照明,同时保持高安全性和互通性。路灯硬体中边缘运算的日益普及将进一步扩大嵌入式作业系统在提升本地自主性和功能可靠性方面的作用。
预计亚太地区将在预测期内占据最大的市场份额,这主要得益于中国、日本和印度的快速城市化扩张、政府主导的节能倡议以及智慧城市投资。强大的公私合营和智慧基础设施支援资金正在推动大规模应用。主要照明设备製造商和物联网公司的存在营造了有利的市场环境,有助于加速采用整合式、基于服务的路灯现代化解决方案。
预计在预测期内,北美地区将保持较高的复合年增长率,这主要得益于其强大的数位基础设施、云端基础监控平台的广泛应用以及地方政府对永续城市照明的日益重视。美国和加拿大在城市现代化专案中实施软体定义车辆(SDV)计划处于主导地位。公共对能源效率的日益关注,以及对5G物联网网路的大力投资,使北美成为快速成长的区域市场。
According to Stratistics MRC, the Global Software-Defined Vehicle (SDV) Market is accounted for $134.7 billion in 2025 and is expected to reach $717.9 billion by 2032 growing at a CAGR of 27% during the forecast period. A Software-Defined Vehicle (SDV) is a modern automobile whose primary functions and user experience are determined by its software architecture rather than its purely mechanical hardware. Key features, performance characteristics, and new capabilities are delivered, updated, and managed through over-the-air (OTA) software updates. The SDV's purpose is to allow automakers to rapidly introduce new features, personalize the driving experience, enhance safety and performance post-purchase, and generate new service-based revenue streams throughout the vehicle's lifespan.
According to municipal case studies, this model provides cities with connected LED lighting and embedded sensors for a subscription fee, creating a data-generating network for public infrastructure.
Rising demand for over-the-air software updates
The growing adoption of connected and intelligent streetlighting systems is driving demand for over-the-air (OTA) software updates. Municipalities are increasingly adopting automated, remotely managed platforms to update lighting firmware, enhance network functionality, and improve energy efficiency without manual intervention. OTA updates enable faster bug fixes, improved cybersecurity, and feature enhancements, reducing downtime and operational costs. This capability fosters real-time optimization and extends system life, making it a key growth driver in Software-Defined Vehicle (SDV) deployments.
Complexity in integrating legacy
Integrating modern smart streetlight solutions with existing legacy lighting systems remains a significant restraint. Most cities operate on outdated electrical and control infrastructure, requiring complex retrofitting for network compatibility. Adapting these systems to decentralized cloud management platforms and IoT-based communication adds to technical and financial burdens. The need for interoperability across multiple hardware and vendor ecosystems further complicates implementation, slowing the pace of digital transformation in urban lighting modernization projects.
Advancement in cloud-native platforms
Rapid advancement in cloud-native platforms offers major opportunities for scaling Software-Defined Vehicle (SDV) offerings. Cloud integration enables centralized monitoring, predictive maintenance, and real-time analytics across lighting networks, improving energy use and operational efficiency. The introduction of microservices architecture and edge computing strengthens resilience and flexibility in system design. These technologies allow more municipalities to adopt subscription-based lighting management models, accelerating the deployment of intelligent, connected, and data-driven urban lighting infrastructures globally.
Increased exposure to software bugs & cyberattacks
The growing reliance on connected and automated lighting networks increases vulnerability to software bugs and cyber threats. Compromised systems can lead to widespread operational outages or unauthorized access to municipal data. Weak encryption or insufficient firmware protection poses additional risks. Maintaining system integrity demands continuous software testing, robust encryption protocols, and incident response frameworks. As urban lighting systems become more interconnected, cybersecurity breaches remain a critical concern for service providers and public authorities.
The COVID-19 pandemic initially disrupted smart infrastructure projects due to financial uncertainty and delayed municipal budgets. However, it also accelerated awareness of the need for automated and digitally monitored streetlighting systems supporting remote management. The crisis emphasized operational continuity, energy efficiency, and reduced field maintenance requirements. Post-pandemic recovery initiatives and renewed investments in smart city infrastructure have boosted adoption of connected lighting-as-a-service models, fostering sustainable and resilient urban modernization.
The centralized high-performance compute segment is expected to be the largest during the forecast period
The centralized high-performance compute segment is expected to account for the largest market share during the forecast period, resulting from its critical role in managing vast data from connected lighting nodes. These computing units enable advanced analytics, real-time fault detection, and seamless coordination across large lighting networks. Municipalities prefer centralized architectures for easier control and lower latency. As smart city platforms expand, demand for scalable, high-compute processing capabilities continues to grow significantly.
The embedded operating systems segment is expected to have the highest CAGR during the forecast period
Over the forecast period, the embedded operating systems segment is predicted to witness the highest growth rate, propelled by increasing deployment of intelligent lighting controllers supporting real-time decision-making and OTA updates. These systems facilitate adaptive lighting responses to motion, traffic, and weather conditions while maintaining high-level security and interoperability. The growing shift to edge-based computing in streetlight hardware further amplifies the role of embedded operating systems in enhancing local autonomy and functional reliability.
During the forecast period, the Asia Pacific region is expected to hold the largest market share, attributed to rapid urban expansion, government-led energy efficiency initiatives, and smart city investments in China, Japan, and India. Strong public-private partnerships and supportive funding for smart infrastructure are enabling large-scale deployment. The presence of major lighting OEMs and IoT companies provides favorable market conditions, driving enhanced adoption of integrated and service-based streetlight modernization solutions.
Over the forecast period, the North America region is anticipated to exhibit the highest CAGR associated with strong digital infrastructure, extensive adoption of cloud-based monitoring platforms, and municipal focus on sustainable city lighting. The United States and Canada are leading in deploying Software-Defined Vehicle (SDV) projects under urban modernization programs. Increasing public awareness of energy efficiency, combined with robust investment in 5G-enabled IoT networks, positions North America as a rapidly advancing regional market.
Key players in the market
Some of the key players in Software-Defined Vehicle (SDV) Market include Bosch, Continental, Aptiv, Nvidia Corporation, Qualcomm, NXP Semiconductors, Renesas Electronics, BlackBerry, Wind River, TTTech Auto, Magna International, Robert Bosch, Denso Corporation, Elektrobit, Elektrobit Automotive, and Rongwen.
In March 2025, Continental expanded its Vehicle-to-Everything (V2X) infrastructure solutions to include smart streetlight nodes capable of real-time traffic and environmental data exchange. This move supports urban mobility optimization and enhances safety in connected city environments.
In March 2025, Aptiv partnered with a European smart city initiative to deploy edge-computing-enabled streetlight controllers. These units integrate with Aptiv's mobility data platform to support adaptive lighting and traffic flow analytics
In February 2025, Qualcomm launched its Snapdragon Smart City Edge 7250, a chipset designed for intelligent infrastructure including smart streetlights. The platform supports AI-based lighting control, environmental sensing, and V2X communication for urban deployments.
Note: Tables for North America, Europe, APAC, South America, and Middle East & Africa Regions are also represented in the same manner as above.