ソフトウェア・デファインド・ビークル(SDV)市場 – 2030年までの世界予測

Future of SDV Market - Global Forecast To 2030

ソフトウェア・デファインド・ビークル(SDV)市場 - SDVタイプ(セミSDV、SDV)、E/Eアーキテクチャ(分散型、ドメイン集中型、ゾーン制御)、車両タイプ(乗用車および小型商用車)、地域 - 2030年までの世界予測
Software Defined Vehicle Market by SDV Type (Semi-SDV. SDV), E/E Architecture (Distributed, Domain Centralised, Zonal Control), Vehicle Type (Passenger Car and Light Commercial Vehicle) and Region - Global Forecast to 2030

商品番号:SMB-61112
出版社MarketsandMarkets
出版年月2025年2月
ページ数254
図表数222
価格タイプシングルユーザライセンス
価格USD 4,950
種別英文調査報告書

Report Overview

The Software Defined Vehicle Market size is projected to grow from USD 213.5 billion in 2024 to USD 1,237.6 billion by 2030, at a CAGR of 34.0%.

ソフトウェア・デファインド・ビークル(SDV)市場規模は、2024年の2,135億米ドルから2030年までに1兆2,376億米ドルまで、34.0%のCAGRで成長すると予測されています。

SDVs are becoming increasingly popular due to various factors such as Consumers benefit from a highly personalized driving experience, with settings and preferences customized as per drivers.  For OEMs, SDVs open up new revenue streams by allowing them to sell software-based features and services. Moreover, the rise of pay-per-use mobility models offers flexible usage options like car-sharing and subscriptions, catering to modern consumer preferences.

SDV は、ドライバーごとに設定や好みをカスタマイズすることで、消費者が高度にパーソナライズされた運転体験の恩恵を受けるなど、さまざまな要因により人気が高まっています。  OEM にとって、SDV はソフトウェア ベースの機能やサービスを販売できるようにすることで、新たな収益源を開拓します。さらに、従量制のモビリティ モデルの台頭により、カーシェアリングやサブスクリプションなどの柔軟な使用オプションが提供され、現代の消費者の好みに応えます。

“Zonal Controller Architecture is likely to be the leading segment in the Software Defined Vehicle market by E/E Architecture during the forecast period.”

SDVs come with an array of electronic features developed for improved driving comfort, vehicle safety, and fault detection. SDV providers such as Tesla (US), NIO (China), XPENG (China), ZEEKR (China), and Li Auto Inc. (China) have adopted a software-first approach in which they start with zonal control units to utilize the advanced and integrated software features of SDVs. Legacy OEMs also plan to shift to zonal compute systems with their SDV shift. Volkswagen plans to integrate XPENG’s CES architecture in its vehicles, starting from 2026, which will be equipped with zonal control central computing. Other OEMs such as Hyundai, Mercedes, and BMW also plan to shift to zonal control architecture by 2026-2028, incorporated in their latest vehicle platforms. Zonal controllers allow OEMs to control the whole vehicle through 4-10 HPCs per vehicle and reduce the need for excessive wiring in the vehicles. Thus, the transition to zonal control is seen as a significant step towards fully realizing the potential of SDVs, offering a more streamlined, adaptable, and efficient vehicle architecture.

ソフトウェア・デファインド・ビークル(SDV)市場 - 2030年までの世界予測 region
software-defined-vehicles-market-region

“Europe shows high growth potential for Software Defined Vehicle market.”

Europe presents a huge growth opportunity for the Software Defined Vehicle market, which is characterized by stringent safety requirements and a need for better user experience. It is home to leading OEMs such as Volkswagen, BMW, Renault, Stellantis, and Mercedes-Benz, which are transitioning toward SDVs. In Europe, OEMs are expanding in the region through strategic partnerships and acquisitions. For instance, in February 2023, CARIAD GmbH acquired Hexad GmbH’s Mobility Services Platform unit which enhanced its cloud service capabilities for Volkswagen Group’s digital automotive ecosystem. This acquisition integrated over 75 Hexad developers into CARIAD which strengthened its software development for improved digital services across Group brands. Also, in March 2024, Volkswagen Group plans to utilize its 23 regional plants to support the development and production of SDVs in Europe.

In-depth interviews were conducted with CEOs, marketing directors, other innovation and technology directors, and executives from various key organizations operating in the SDV market. The break-up of the primaries is as follows:

  • By Company Type: Tier I – 42%, Tier II – 40%, and OEM –18%,
  • By Designation: C-level Executives– 57%, Directors – 29%, and Executives – 14%
  • By Region: North America – 39%, Europe – 33%, and Asia Pacific – 28%

The Software Defined Vehicle market comprises major manufacturers such as Tesla (US), Li Auto Inc. (China), NIO (China), Rivian (US), XPENG Inc. (China), and  ZEEKR (China), etc.

ソフトウェア・デファインド・ビークル(SDV)市場 - 2030年までの世界予測 ecosystem
software-defined-vehicles-market-ecosystem

Research Coverage:

The study covers the Software Defined Vehicle market across various segments. It aims to estimate the market size and future growth potential of this market across different segments such as SDV type, vehicle type, E/E architecture, and region. The study also includes an in-depth competitive analysis of key market players, their company profiles, key observations related to product and business offerings, recent developments, and acquisitions.

This research report categorizes Software Defined Vehicle Market by SDV type (Semi-SDV, SDV), vehicle type (Passenger Car, Light Commercial Vehicle), E/E architecture, (Distributed Architecture, Domain Centralised Architecture, Zonal Control Architecture) and region Region (Asia Pacific, Europe, and North America).

The report’s scope covers detailed information regarding the major factors, such as drivers, restraints, challenges, and opportunities, influencing the growth of the Software Defined Vehicle market. A detailed analysis of the key industry players provides insights into their business overview, solutions, and services; key strategies; contracts, partnerships, agreements, new product & service launches, mergers and acquisitions, and recent developments associated with the Software Defined Vehicle market. This report covers a competitive analysis of SMEs/startups in the Software Defined Vehicle market ecosystem.

Reasons to buy this report:

The report will help the market leaders/new entrants in this market with information on the closest approximations of the revenue numbers for the overall Software Defined Vehicle market and the subsegments. This report will help stakeholders understand the competitive landscape and gain more insights to position their businesses better and to plan suitable go-to-market strategies. The report also helps stakeholders understand the market pulse and provides information on key market drivers, restraints, challenges, and opportunities.

The report provides insights on the following pointers:

  • Analysis of key drivers (Reduced recall and manufacturing costs, personalized client engagement, integration of ADAS digital cockpits, and increasing adoption of 5G technology), restraints (Limited over-the-air updates and increase in risk of cyberattacks), opportunities (Remote diagnostics, Pay-per-use mobility, SDV platform monetization and Digital twin for emergency repair), and challenges (Complex software updates and security patching and risk of data breach) influencing the growth of the Software Defined Vehicle market.
  • Product Development/Innovation: Detailed insights on upcoming technologies, research & development activities, and new product & service launches in the Software Defined Vehicle market.
  • Market Development: Comprehensive information about lucrative markets – the report analyses the Software Defined Vehicle market across varied regions.
  • Market Diversification: Exhaustive information about new products & services, untapped geographies, recent developments, and investments in the Software Defined Vehicle market.
  • Competitive Assessment: In-depth assessment of market shares, growth strategies, and service offerings of leading players like Tesla (US), Li Auto Inc. (China), NIO (China), Rivian (US), XPENG Inc. (China), and ZEEKR (China), among others in the Software Defined Vehicle market.

Table of Contents

1               INTRODUCTION              20

1.1           STUDY OBJECTIVES       20

1.2           MARKET DEFINITION   21

1.2.1        INCLUSIONS AND EXCLUSIONS 22

1.3           MARKET SCOPE                23

1.3.1        MARKETS COVERED       23

1.3.2        REGIONS COVERED        23

1.3.3        YEARS CONSIDERED      23

1.4           CURRENCY CONSIDERED            24

1.5           UNIT CONSIDERED        24

1.6           STAKEHOLDERS               24

2               RESEARCH METHODOLOGY       26

2.1           RESEARCH DATA              26

2.1.1        SECONDARY DATA          27

2.1.1.1    Key secondary sources         28

2.1.1.1.1 List of key secondary sources              28

2.1.1.2    Key data from secondary sources       29

2.1.2        PRIMARY DATA 29

2.1.2.1    Primary interview participants (OEMs, hardware providers, tech integrators)            30

2.1.2.2    Key industry insights           30

2.1.2.3    Breakdown of primary interviews      31

2.1.2.4    List of primary interview participants               31

2.2           MARKET SIZE ESTIMATION METHODOLOGY     32

2.2.1        BOTTOM-UP APPROACH              33

2.3           MARKET BREAKDOWN AND DATA TRIANGULATION                 34

2.4           FACTOR ANALYSIS          35

2.5           RESEARCH ASSUMPTIONS           36

2.6           RESEARCH LIMITATIONS             36

2.7           RISK ANALYSIS  37

3               EXECUTIVE SUMMARY  38

4               PREMIUM INSIGHTS       41

4.1           ATTRACTIVE OPPORTUNITIES FOR PLAYERS IN SDV ECOSYSTEM       41

4.2           FUTURE OF SDV MARKET, BY REGION   42

4.3           FUTURE OF SDV MARKET, BY SDV TYPE                42

4.4           FUTURE OF SDV MARKET, BY VEHICLE TYPE     43

5               MARKET OVERVIEW       44

5.1           INTRODUCTION              44

5.2           MARKET DYNAMICS       45

5.2.1        DRIVERS               45

5.2.1.1    Reduced recall and manufacturing costs           45

5.2.1.2    Personalized client engagement         46

5.2.1.3    Integration of ADAS digital cockpits 48

5.2.1.4    Increasing adoption of 5G technology               49

5.2.2        RESTRAINTS      50

5.2.2.1    Limited over-the-air updates              50

5.2.2.2    Increase in risk of cyberattacks in SDVs           51

5.2.3        OPPORTUNITIES              52

5.2.3.1    Remote diagnostics              52

5.2.3.2    Pay-per-use mobility            53

5.2.3.3    SDV platform monetization                54

5.2.3.4    Digital twin for emergency repair      55

5.2.4        CHALLENGES    56

5.2.4.1    Complex software updates and security patching            56

5.2.4.2    Risk of data breach               57

5.3           ECOSYSTEM ANALYSIS  59

5.3.1        OEMS    59

5.3.2        TIER 1 HARDWARE PROVIDERS 59

5.3.3        TIER 2 PLAYERS                 59

5.3.4        CHIP PROVIDERS             59

5.3.5        SOFTWARE PROVIDERS                 60

5.3.6        CLOUD PROVIDERS        60

5.4           EVOLUTION OF SDV      61

5.5           PATENT ANALYSIS          63

5.5.1        INTRODUCTION              63

5.6           REGULATORY LANDSCAPE         67

5.6.1        REGULATIONS ON AUTONOMOUS VEHICLE USAGE, BY COUNTRY            69

5.6.2        REGULATORY BODIES, GOVERNMENT AGENCIES, AND OTHER ORGANIZATIONS             70

5.7           KEY CONFERENCES AND EVENTS, 2025–2026        73

5.8           TECHNOLOGY ANALYSIS (KEY ENABLERS OF SDV)                 74

5.8.1        INTRODUCTION              74

5.8.2        CENTRAL HPC   74

5.8.3        ZONAL CONTROLLERS 75

5.8.4        OVER-THE-AIR UPDATES             76

5.8.5        SCALABLE E/E ARCHITECTURE 77

5.9           OEM SDV SHIFT COMPARISON  78

5.10         STRATEGIES FOLLOWED BY LEGACY OEMS FOR SDV SHIFT    79

5.10.1      OEM DASHBOARD FOR SDV OFFERINGS BY KEY OEMS                 80

5.11         COMPARISON OF TECH PLAYERS AND CLOUD PROVIDERS IN  SDV ECOSYSTEM            81

5.12         E/E ARCHITECTURE PLANS OF OEMS SHIFTING TO SDV                 83

5.13         CASE STUDY ANALYSIS 85

5.13.1      CUBIC TELECOM’S ROLE IN TRANSFORMING VEHICLE ARCHITECTURE                85

5.13.2      IMPLEMENTING VIRTUAL TESTING ENVIRONMENT WITH RED HAT 85

5.13.3      VOLKSWAGEN’S STRATEGIC FOCUS ON SOFTWARE INNOVATION    86

5.13.4      STANDARDIZING OVER-THE-AIR UPDATES WITH ESYNC ALLIANCE             87

5.13.5      CONTINENTAL AUTOMOTIVE EDGE PLATFORM IN COLLABORATION WITH AWS    87

5.13.6      REVOLUTIONIZING AUTOMOTIVE SOFTWARE DEVELOPMENT WITH BLACKBERRY IVY AND AWS          88

5.13.7      AWS AND BLACKBERRY’S APPROACH TO MODERNIZING VEHICLE SOFTWARE      88

5.13.8      NVIDIA’S DRIVE PLATFORM POWERS VOLVO’S AUTONOMOUS VISION 89

5.13.9      TESLA’S JOURNEY INTO SOFTWARE-DEFINED VEHICLES            89

5.13.10   BMW’S STRATEGIC SHIFT IN AUTOMOTIVE SOFTWARE                 90

6               FUTURE OF SDV MARKET, BY E/E ARCHITECTURE                 91

6.1           INTRODUCTION              91

6.2           DISTRIBUTED ARCHITECTURE 91

6.3           DOMAIN CENTRALIZED ARCHITECTURE              92

6.4           ZONAL CONTROL ARCHITECTURE          92

7               FUTURE OF SDV MARKET, BY SDV TYPE                93

7.1           INTRODUCTION              94

7.2           SDV        95

7.2.1        INCREASED FLEXIBILITY AND AGILITY THROUGH OVER-THE-AIR UPDATES TO DRIVE SDV SHIFT 95

7.3           SEMI-SDV            96

7.3.1        TRANSITIONAL PHASE TOWARD MORE ADVANCED ZONAL CONTROL ARCHITECTURE          96

7.4           KEY PRIMARY INSIGHTS                96

8               FUTURE OF SDV MARKET, BY VEHICLE TYPE     97

8.1           INTRODUCTION              98

8.2           PASSENGER CAR               99

8.2.1        CONSUMER EXPECTATIONS FOR SEAMLESS, TECH-DRIVEN EXPERIENCES TO DRIVE MARKET           99

8.3           LIGHT COMMERCIAL VEHICLE 100

8.3.1        RAPID ADOPTION OF SOFTWARE-DEFINED LIGHT COMMERCIAL VEHICLES FOR GOODS TRANSPORT IN NORTH AMERICA TO DRIVE MARKET     100

8.4           KEY PRIMARY INSIGHTS                101

9               FUTURE OF SDV MARKET, BY REGION   102

9.1           INTRODUCTION              103

9.2           ASIA PACIFIC     105

9.2.1        GENERATIVE AI IMPACT ANALYSIS         107

9.2.2        CHINA  107

9.2.2.1    Platformization and SDV ecosystem development to drive market                 107

9.2.3        JAPAN   108

9.2.3.1    Government and OEM partnerships to drive market     108

9.2.4        SOUTH KOREA  109

9.2.4.1    Global expansion of South Korean OEMs to drive market                 109

9.3           EUROPE               110

9.3.1        GENERATIVE AI IMPACT ANALYSIS         111

9.3.2        GERMANY           111

9.3.2.1    Strong engineering landscape and leading component providers and OEMs shifting to SDV offerings to drive market     111

9.3.3        FRANCE                112

9.3.3.1    OEM initiatives and partnerships with software providers to drive market    112

9.3.4        UK          112

9.3.4.1    Government regulations to drive SDV adoption             112

9.3.5        SPAIN    113

9.3.5.1    OEMs planning to develop software architecture for SDVs to drive market          113

9.4           NORTH AMERICA             114

9.4.1        GENERATIVE AI IMPACT ANALYSIS         115

9.4.2        US           116

9.4.2.1    Technological advancements and OTA updates by OEMs to drive market          116

9.4.3        CANADA               116

9.4.3.1    Strategic partnerships and infrastructure development to drive market    116

10            COMPETITIVE LANDSCAPE         117

10.1         INTRODUCTION              117

10.2         KEY PLAYER STRATEGIES             117

10.3         MARKET SHARE ANALYSIS, 2023                 119

10.4         REVENUE ANALYSIS, 2019–2023  121

10.5         COMPANY EVALUATION MATRIX: KEY PLAYERS, 2023                 122

10.5.1      STARS   122

10.5.2      EMERGING LEADERS     122

10.5.3      PERVASIVE PLAYERS      122

10.5.4      PARTICIPANTS 122

10.5.5      COMPANY FOOTPRINT: KEY PLAYERS, 2023         124

10.5.5.1  Company footprint               124

10.5.5.2  Vehicle type footprint          125

10.5.5.3  Region footprint   126

10.6         COMPANY EVALUATION MATRIX: START-UPS/SMES, 2023        126

10.6.1      PROGRESSIVE COMPANIES         126

10.6.2      RESPONSIVE COMPANIES            126

10.6.3      DYNAMIC COMPANIES  127

10.6.4      STARTING BLOCKS         127

10.6.5      COMPETITIVE BENCHMARKING: START-UPS/SMES, 2023        128

10.7         COMPANY VALUATION AND FINANCIAL METRICS                 129

10.8         COMPETITIVE SCENARIO             130

10.8.1      PRODUCT LAUNCHES   130

10.8.2      DEALS  132

11            COMPANY PROFILES      135

11.1         KEY SDV PROVIDERS     135

11.1.1      TESLA   135

11.1.1.1  Business overview 135

11.1.1.2  Products offered   137

11.1.1.3  Recent developments           138

11.1.1.3.1                Product launches  138

11.1.1.3.2                Deals      139

11.1.1.4  MnM view              140

11.1.1.4.1                Key strengths        140

11.1.1.4.2                Strategic choices   140

11.1.1.4.3                Weaknesses and competitive threats 140

11.1.2      LI AUTO INC.     141

11.1.2.1  Business overview 141

11.1.2.2  Products offered   142

11.1.2.3  Recent developments           143

11.1.2.3.1                Product launches  143

11.1.2.3.2                Deals      144

11.1.2.4  MnM view              146

11.1.2.4.1                Key strengths        146

11.1.2.4.2                Strategic choices   146

11.1.2.4.3                Weaknesses and competitive threats 146

11.1.3      ZEEKR   147

11.1.3.1  Business overview 147

11.1.3.2  Products offered   148

11.1.3.3  Recent developments           149

11.1.3.3.1                Product launches  149

11.1.3.3.2                Deals      150

11.1.3.3.3                Expansions             151

11.1.3.3.4                Others    152

11.1.3.4  MnM view              152

11.1.3.4.1                Key strengths        152

11.1.3.4.2                Strategic choices   152

11.1.3.4.3                Weaknesses and competitive threats 152

11.1.4      XPENG INC.        153

11.1.4.1  Business overview 153

11.1.4.2  Products offered   154

11.1.4.3  Recent developments           156

11.1.4.3.1                Product launches  156

11.1.4.3.2                Deals      157

11.1.4.3.3                Others    157

11.1.4.4  MnM view              157

11.1.4.4.1                Key strengths        157

11.1.4.4.2                Strategic choices   158

11.1.4.4.3                Weaknesses and competitive threats 158

11.1.5      NIO        159

11.1.5.1  Business overview 159

11.1.5.2  Products offered   160

11.1.5.3  Recent developments           161

11.1.5.3.1                Product launches  161

11.1.5.3.2                Deals      161

11.1.5.4  MnM view              162

11.1.5.4.1                Key strengths        162

11.1.5.4.2                Strategic choices   162

11.1.5.4.3                Weaknesses and competitive threats 162

11.1.6      RIVIAN 163

11.1.6.1  Business overview 163

11.1.6.2  Products offered   165

11.1.6.3  Recent developments           166

11.1.6.3.1                Product launches  166

11.1.6.3.2                Deals      166

11.1.6.4  MnM view              167

11.1.6.4.1                Key strengths        167

11.1.6.4.2                Strategic choices   167

11.1.6.4.3                Weaknesses and competitive threats 167

11.2         KEY OEMS SHIFTING TO SDV     168

11.2.1      VOLKSWAGEN AG            168

11.2.1.1  Business overview 168

11.2.1.2  Products offered   170

11.2.1.3  Recent developments           172

11.2.1.3.1                Product launches  172

11.2.1.3.2                Deals      172

11.2.1.3.3                Expansions             174

11.2.2      HYUNDAI MOTOR CORPORATION           175

11.2.2.1  Business overview 175

11.2.2.2  Products offered   177

11.2.2.3  Recent developments           178

11.2.2.3.1                Deals      178

11.2.3      FORD MOTOR COMPANY             180

11.2.3.1  Business overview 180

11.2.3.2  Products offered   182

11.2.3.3  Recent developments           183

11.2.3.3.1                Product launches  183

11.2.3.3.2                Deals      183

11.2.3.3.3                Others    184

11.2.4      GENERAL MOTORS         185

11.2.4.1  Business overview 185

11.2.4.2  Products offered   187

11.2.4.3  Recent developments           188

11.2.4.3.1                Product launches  188

11.2.4.3.2                Deals      189

11.2.5      RENAULT GROUP            191

11.2.5.1  Business overview 191

11.2.5.2  Products offered   193

11.2.5.3  Recent developments           195

11.2.5.3.1                Product launches  195

11.2.5.3.2                Deals      195

11.2.6      TOYOTA MOTOR CORPORATION             197

11.2.6.1  Business overview 197

11.2.6.2  Products offered   199

11.2.6.3  Recent developments           200

11.2.6.3.1                Deals      200

11.2.7      STELLANTIS       202

11.2.7.1  Business overview 202

11.2.7.2  Products offered   205

11.2.7.3  Recent developments           206

11.2.7.3.1                Product launches  206

11.2.7.3.2                Deals      207

11.2.8      MERCEDES-BENZ AG      208

11.2.8.1  Business overview 208

11.2.8.2  Products offered   210

11.2.8.3  Recent developments           212

11.2.8.3.1                Product launches  212

11.2.8.3.2                Deals      213

11.2.9      BYD       214

11.2.9.1  Business overview 214

11.2.9.2  Products offered   216

11.2.9.3  Recent developments           218

11.2.9.3.1                Product launches  218

11.2.9.3.2                Deals      219

11.2.10   BMW      220

11.2.10.1                 Business overview 220

11.2.10.2                 Products offered   222

11.2.10.3                 Recent developments           224

11.2.10.3.1             Product launches  224

11.2.10.3.2             Deals      225

11.3         KEY TECH INTEGRATORS            226

11.3.1      NVIDIA CORPORATION 226

11.3.2      QUALCOMM TECHNOLOGIES INC.          228

11.3.3      BLACKBERRY LIMITED 230

11.3.4      VECTOR INFORMATIK GMBH     232

11.3.5      GOOGLE INC.    234

11.3.6      AMAZON INC.    236

11.3.7      MICROSOFT       238

11.3.8      APEX.AI                239

11.3.9      MOBILEYE          240

11.3.10   TENCENT            241

11.3.11   ALIBABA              242

11.3.12   HORIZON ROBOTICS     243

11.3.13   TATA TECHNOLOGIES  244

11.3.14   KPIT TECHNOLOGIES   245

12            RECOMMENDATIONS BY MARKETSANDMARKETS                 246

12.1         LEGACY OEMS BACKWARD-INTEGRATING TO DEVELOP THEIR SOFTWARE SYSTEMS  246

12.2         TRANSITION TO SDV TO BE SLOWER IN ICE VEHICLES AND MARKET TO BE LED BY LUXURY VEHICLES               246

12.3         LEGACY OEMS SHIFTING TO DOMAIN CENTRALIZED ARCHITECTURE AND ZONAL CONTROL                246

12.4         CONCLUSION    247

13            APPENDIX           248

13.1         KEY INSIGHTS OF INDUSTRY EXPERTS  248

13.2         DISCUSSION GUIDE        248

13.3         KNOWLEDGESTORE: MARKETSANDMARKETS’  SUBSCRIPTION PORTAL                250

13.4         CUSTOMIZATION OPTIONS        252

13.4.1      FURTHER BREAKDOWN OF FUTURE OF SDV MARKET, BY VEHICLE TYPE AT COUNTRY-LEVEL (FOR COUNTRIES PRESENT IN THE REPORT)          252

13.4.2      ADDITIONAL COUNTRIES (APART FROM THOSE ALREADY CONSIDERED IN REPORT) WITH SIGNIFICANT SDV MARKET               252

13.4.3      COMPANY INFORMATION           252

13.4.4      PROFILES OF ADDITIONAL MARKET PLAYERS (UP TO FIVE)     252

13.5         RELATED REPORTS         252

13.6         AUTHOR DETAILS           253

LIST OF TABLES

TABLE 1                FUTURE OF SDV MARKET DEFINITION, BY VEHICLE TYPE  21

TABLE 2                FUTURE OF SDV MARKET DEFINITION, BY SDV TYPE     21

TABLE 3                FUTURE OF SDV MARKET DEFINITION, BY E/E ARCHITECTURE                22

TABLE 4                INCLUSIONS AND EXCLUSIONS 22

TABLE 5                USD EXCHANGE RATES 24

TABLE 6                NETWORK SPEED REQUIRED FOR PERFORMANCE 49

TABLE 7                PAID SERVICES PROVIDED BY KEY OEMS                 54

TABLE 8                IMPACT OF MARKET DYNAMICS               58

TABLE 9                ROLE OF COMPANIES IN ECOSYSTEM    60

TABLE 10              LIST OF PATENTS GRANTED IN SOFTWARE-DEFINED VEHICLE MARKET,

2021–2024              63

TABLE 11              TESTING PARAMETERS FOR NEW CAR MODELS                 67

TABLE 12              LEGISLATION FOR ADAS/AUTONOMOUS VEHICLES IN US                68

TABLE 13              NORTH AMERICA: REGULATORY BODIES, GOVERNMENT AGENCIES, AND OTHER ORGANIZATIONS                 70

TABLE 14              EUROPE: REGULATORY BODIES, GOVERNMENT AGENCIES, AND OTHER ORGANIZATIONS           71

TABLE 15              ASIA PACIFIC: REGULATORY BODIES, GOVERNMENT AGENCIES, AND OTHER ORGANIZATIONS                 72

TABLE 16              KEY CONFERENCES AND EVENTS, 2025–2026                 73

TABLE 17              OEMS PROVIDING OVER-THE-AIR UPDATES                 77

TABLE 18              COMPUTE PLATFORM PROVIDERS         81

TABLE 19              CLOUD PROVIDERS        82

TABLE 20              REFERENCE OS AND SOFTWARE SUITE PROVIDERS        82

TABLE 21              OEM PLANS FOR NEW E/E ARCHITECTURE                 84

TABLE 22              FUTURE OF SDV MARKET, BY SDV TYPE, 2020–2023 (THOUSAND UNITS)             94

TABLE 23              FUTURE OF SDV MARKET, BY SDV TYPE, 2024–2030 (THOUSAND UNITS)             94

TABLE 24              FUTURE OF SDV MARKET, BY VEHICLE TYPE, 2020–2023 (THOUSAND UNITS)  98

TABLE 25              FUTURE OF SDV MARKET, BY VEHICLE TYPE, 2024–2030 (THOUSAND UNITS)  99

TABLE 26              PASSENGER CAR: FUTURE OF SDV MARKET, BY REGION,

2020–2023 (THOUSAND UNITS)  100

TABLE 27              PASSENGER CAR: FUTURE OF SDV MARKET, BY REGION,

2024–2030 (THOUSAND UNITS)  100

TABLE 28              LIGHT COMMERCIAL VEHICLE: FUTURE OF SDV MARKET, BY REGION,

2020–2023 (THOUSAND UNITS)  101

TABLE 29              LIGHT COMMERCIAL VEHICLE: FUTURE OF SDV MARKET, BY REGION,

2024–2030 (THOUSAND UNITS)  101

TABLE 30              FUTURE OF SDV MARKET, BY REGION, 2020–2023 (USD BILLION)        104

TABLE 31              FUTURE OF SDV MARKET, BY REGION, 2024–2030 (USD BILLION)        104

TABLE 32              FUTURE OF SDV MARKET, BY REGION, 2020–2023 (THOUSAND UNITS)             105

TABLE 33              FUTURE OF SDV MARKET, BY REGION, 2024–2030 (THOUSAND UNITS)             105

TABLE 34              ASIA PACIFIC: FUTURE OF SDV MARKET, 2020–2023 (THOUSAND UNITS)             106

TABLE 35              ASIA PACIFIC: FUTURE OF SDV MARKET, 2024–2030 (THOUSAND UNITS)             107

TABLE 36              EUROPE: FUTURE OF SDV MARKET, 2020–2023 (THOUSAND UNITS)      110

TABLE 37              EUROPE: FUTURE OF SDV MARKET, 2024–2030 (THOUSAND UNITS)      111

TABLE 38              NORTH AMERICA: FUTURE OF SDV MARKET, 2020–2023 (THOUSAND UNITS)  115

TABLE 39              NORTH AMERICA: FUTURE OF SDV MARKET, 2024–2030 (THOUSAND UNITS)  115

TABLE 40              KEY PLAYER STRATEGIES, 2021–2024        117

TABLE 41              FUTURE OF SDV MARKET: VEHICLE TYPE FOOTPRINT, 2023             125

TABLE 42              FUTURE OF SDV MARKET: REGION FOOTPRINT, 2023        126

TABLE 43              FUTURE OF SDV MARKET: LIST OF KEY START-UPS/SMES           128

TABLE 44              FUTURE OF SDV MARKET: COMPETITIVE BENCHMARKING OF START-UPS/SMES 128

TABLE 45              FUTURE OF SDV MARKET: PRODUCT LAUNCHES, JANUARY 2021–JANUARY 2025             130

TABLE 46              FUTURE OF SDV MARKET: DEALS, JANUARY 2021–JANUARY 2025         132

TABLE 47              TESLA: COMPANY OVERVIEW    135

TABLE 48              TESLA: PRODUCTS OFFERED     137

TABLE 49              TESLA: PRODUCT LAUNCHES    138

TABLE 50              TESLA: DEALS   139

TABLE 51              LI AUTO INC.: COMPANY OVERVIEW      141

TABLE 52              LI AUTO INC.: PRODUCTS OFFERED       142

TABLE 53              LI AUTO INC.: PRODUCT LAUNCHES      143

TABLE 54              LI AUTO INC.: DEALS     144

TABLE 55              ZEEKR: COMPANY OVERVIEW   147

TABLE 56              ZEEKR: PRODUCTS OFFERED    148

TABLE 57              ZEEKR: PRODUCT LAUNCHES    149

TABLE 58              ZEEKR: DEALS   150

TABLE 59              ZEEKR: EXPANSIONS      151

TABLE 60              ZEEKR: OTHERS                152

TABLE 61              XPENG INC.: COMPANY OVERVIEW         153

TABLE 62              XPENG INC.: PRODUCTS OFFERED          154

TABLE 63              XPENG INC.: PRODUCT LAUNCHES         156

TABLE 64              XPENG INC.: DEALS        157

TABLE 65              XPENG INC.: OTHERS     157

TABLE 66              NIO: COMPANY OVERVIEW         159

TABLE 67              NIO: PRODUCTS OFFERED          160

TABLE 68              NIO: PRODUCT LAUNCHES         161

TABLE 69              NIO: DEALS        161

TABLE 70              RIVIAN: COMPANY OVERVIEW  163

TABLE 71              RIVIAN: PRODUCTS OFFERED   165

TABLE 72              RIVIAN: PRODUCT LAUNCHES  166

TABLE 73              RIVIAN: DEALS  166

TABLE 74              VOLKSWAGEN AG: COMPANY OVERVIEW                 168

TABLE 75              VOLKSWAGEN AG: PRODUCTS OFFERED                 170

TABLE 76              VOLKSWAGEN AG: PRODUCT LAUNCHES                 172

TABLE 77              VOLKSWAGEN AG: DEALS            172

TABLE 78              VOLKSWAGEN AG: EXPANSIONS               174

TABLE 79              HYUNDAI MOTOR CORPORATION: COMPANY OVERVIEW          175

TABLE 80              HYUNDAI MOTOR CORPORATION: PRODUCTS OFFERED             177

TABLE 81              HYUNDAI MOTOR CORPORATION: DEALS                 178

TABLE 82              FORD MOTOR COMPANY: COMPANY OVERVIEW          180

TABLE 83              FORD MOTOR COMPANY: PRODUCTS OFFERED                 182

TABLE 84              FORD MOTOR COMPANY: PRODUCT LAUNCHES          183

TABLE 85              FORD MOTOR COMPANY: DEALS             183

TABLE 86              FORD MOTOR COMPANY: OTHERS         184

TABLE 87              GENERAL MOTORS: COMPANY OVERVIEW                 185

TABLE 88              GENERAL MOTORS: PRODUCTS OFFERED                 187

TABLE 89              GENERAL MOTORS: PRODUCT LAUNCHES                 188

TABLE 90              GENERAL MOTORS: DEALS         189

TABLE 91              RENAULT GROUP: COMPANY OVERVIEW                 191

TABLE 92              RENAULT GROUP: PRODUCTS OFFERED                 193

TABLE 93              RENAULT GROUP: PRODUCT LAUNCHES                 195

TABLE 94              RENAULT GROUP: DEALS            195

TABLE 95              TOYOTA MOTOR CORPORATION: COMPANY OVERVIEW          197

TABLE 96              TOYOTA MOTOR CORPORATION: PRODUCTS OFFERED             199

TABLE 97              TOYOTA MOTOR CORPORATION: DEALS                 200

TABLE 98              STELLANTIS: COMPANY OVERVIEW        202

TABLE 99              STELLANTIS: PRODUCTS OFFERED         205

TABLE 100            STELLANTIS: PRODUCT LAUNCHES        206

TABLE 101            STELLANTIS: DEALS       207

TABLE 102            MERCEDES-BENZ AG: COMPANY OVERVIEW                 208

TABLE 103            MERCEDES-BENZ AG: PRODUCTS OFFERED                 210

TABLE 104            MERCEDES-BENZ AG: PRODUCT LAUNCHES                 212

TABLE 105            MERCEDES-BENZ AG: DEALS      213

TABLE 106            BYD: COMPANY OVERVIEW        214

TABLE 107            BYD: PRODUCTS OFFERED         216

TABLE 108            BYD: PRODUCT LAUNCHES        218

TABLE 109            BYD: DEALS        219

TABLE 110            BMW: COMPANY OVERVIEW      220

TABLE 111            BMW: PRODUCTS OFFERED       222

TABLE 112            BMW: PRODUCT LAUNCHES       224

TABLE 113            BMW: DEALS      225

TABLE 114            NVIDIA CORPORATION: COMPANY OVERVIEW                 226

TABLE 115            QUALCOMM TECHNOLOGIES INC.: COMPANY OVERVIEW          228

TABLE 116            BLACKBERRY LIMITED: COMPANY OVERVIEW                 230

TABLE 117            VECTOR INFORMATIK GMBH: COMPANY OVERVIEW          232

TABLE 118            GOOGLE INC.: COMPANY OVERVIEW     234

TABLE 119            AMAZON INC.: COMPANY OVERVIEW    236

TABLE 120            MICROSOFT: COMPANY OVERVIEW        238

TABLE 121            APEX.AI: COMPANY OVERVIEW 239

TABLE 122            MOBILEYE: COMPANY OVERVIEW           240

TABLE 123            TENCENT: COMPANY OVERVIEW             241

TABLE 124            ALIBABA: COMPANY OVERVIEW               242

TABLE 125            HORIZON ROBOTICS: COMPANY OVERVIEW                 243

TABLE 126            TATA TECHNOLOGIES: COMPANY OVERVIEW                 244

TABLE 127            KPIT TECHNOLOGIES: COMPANY OVERVIEW                 245

LIST OF FIGURES

FIGURE 1              FUTURE OF SDV MARKET SEGMENTATION                 23

FIGURE 2              RESEARCH DESIGN         26

FIGURE 3              RESEARCH PROCESS FLOW         27

FIGURE 4              KEY INDUSTRY INSIGHTS             30

FIGURE 5              BREAKDOWN OF PRIMARY INTERVIEWS: BY COMPANY TYPE, DESIGNATION, AND REGION  31

FIGURE 6              RESEARCH METHODOLOGY: HYPOTHESIS BUILDING           33

FIGURE 7              BOTTOM-UP APPROACH              34

FIGURE 8              MARKET GROWTH PROJECTIONS FROM DEMAND-SIDE DRIVERS AND OPPORTUNITIES 35

FIGURE 9              DEMAND AND SUPPLY-SIDE FACTOR ANALYSIS                 35

FIGURE 10            SDV GROWTH FACTORS: DATA STREAMS FUEL NEW FEATURES AND SERVICES 38

FIGURE 11            GLOBAL SDV SHIFT SCENARIO 39

FIGURE 12            KEY PLAYERS: SDV SHIFT COMPARISON                 39

FIGURE 13            SEMI-SDV TO BE TRANSITIONAL PHASE IN SHIFT TO SDV   40

FIGURE 14            INCREASING DEMAND FOR BETTER DRIVING EXPERIENCE AND OEM PLANS FOR ALTERNATIVE REVENUE STREAMS TO DRIVE MARKET     41

FIGURE 15            EUROPE TO BE FASTEST-GROWING MARKET WITH MAJOR EUROPEAN AUTOMAKERS SHIFTING TO DIGITAL FIRST ECOSYSTEM          42

FIGURE 16            SEMI-SDV SEGMENT TO ACT AS TRANSITION PHASE FOR SDV SHIFT  42

FIGURE 17            LIGHT COMMERCIAL VEHICLE TO BE FASTER-GROWING VEHICLE TYPE DURING FORECAST PERIOD 43

FIGURE 18            INTEGRATED COMPONENTS OF SOFTWARE-DEFINED VEHICLES        44

FIGURE 19            DRIVERS, RESTRAINTS, OPPORTUNITIES, AND CHALLENGES    45

FIGURE 20            COST SAVINGS BY REGULAR OVER-THE-AIR UPDATES             46

FIGURE 21            PERSONALIZED CLIENT ENGAGEMENT: BENEFITS TO CUSTOMERS          47

FIGURE 22            QUALCOMM’S SNAPDRAGON DIGITAL CHASSIS PLATFORM         48

FIGURE 23            5G USE CASES IN AUTOMOTIVE SECTOR                 49

FIGURE 24            OVER-THE-AIR UPDATE METHOD           50

FIGURE 25            WORKING OF INTRUSION DETECTION SYSTEMS              52

FIGURE 26            SERVICE-ORIENTED VEHICLE DIAGNOSTICS                 53

FIGURE 27            AUTOMOTIVE TECHNOLOGY STACK     55

FIGURE 28            DIGITAL TWIN ECOSYSTEM        56

FIGURE 29            ECOSYSTEM ANALYSIS  59

FIGURE 30            OEM’S SHIFT TOWARD SOFTWARE-DEFINED VEHICLES            62

FIGURE 31            NUMBER OF PATENTS GRANTED FOR SOFTWARE-DEFINED VEHICLES,

2014–2024              63

FIGURE 32            CENTRAL HIGH-PERFORMANCE COMPUTING IN SDV  74

FIGURE 33            NXP SEMICONDUCTORS: ZONE CONTROL POC                 75

FIGURE 34            OVER-THE-AIR FIRMWARE UPDATE THROUGH DEVICE MANAGEMENT SYSTEM               76

FIGURE 35            TRENDS OF FUTURE E/E-ARCHITECTURE                 78

FIGURE 36            COMPARISON OF SDV OFFERINGS BY LEADING OEMS    78

FIGURE 37            STRATEGIES FOLLOWED BY KEY LEGACY OEMS FOR SDV SHIFT 80

FIGURE 38            OEM DASHBOARD ON SDV OFFERING AND EFFORTS BY KEY LEGACY OEMS               81

FIGURE 39            CURRENT E/E ARCHITECTURE SCENARIO                 83

FIGURE 40            SHIFT IN E/E ARCHITECTURE FOR VEHICLE ELECTRONICS CONTROL             91

FIGURE 41            SDV SEGMENT TO DOMINATE MARKET DURING FORECAST PERIOD       94

FIGURE 42            PASSENGER CAR SEGMENT TO LEAD MARKET DURING FORECAST PERIOD       98

FIGURE 43            FUTURE OF SDV MARKET, BY REGION, 2024–2030        104

FIGURE 44            ASIA PACIFIC: FUTURE OF SDV MARKET SNAPSHOT          106

FIGURE 45            SDV MARKET IN CHINA (2023)    108

FIGURE 46            EUROPE: FUTURE OF SDV MARKET, BY COUNTRY,  2024–2030 (THOUSAND UNITS)        110

FIGURE 47            NORTH AMERICA: FUTURE OF SDV MARKET SNAPSHOT          114

FIGURE 48            MARKET SHARE ANALYSIS, 2023                 119

FIGURE 49            REVENUE ANALYSIS OF OEMS, 2019–2023                 121

FIGURE 50            FUTURE OF SDV MARKET: COMPANY EVALUATION MATRIX (KEY PLAYERS), 2023         123

FIGURE 51            FUTURE OF SDV MARKET: COMPANY FOOTPRINT, 2023             124

FIGURE 52            FUTURE OF SDV MARKET: OVERALL FOOTPRINT FOR OEMS TRANSITIONING TO SDV, 2023  124

FIGURE 53            FUTURE OF SDV MARKET: COMPANY EVALUATION MATRIX

(START-UPS/SMES), 2023               127

FIGURE 54            VALUATION OF TOP 5 COMPANIES (OEMS)                 129

FIGURE 55            FINANCIAL METRICS OF TOP 5 PLAYERS (OEMS)                 129

FIGURE 56            TESLA: COMPANY SNAPSHOT   136

FIGURE 57            TESLA: SDV SHIFT JOURNEY       137

FIGURE 58            LI AUTO INC.: COMPANY SNAPSHOT      141

FIGURE 59            LI AUTO INC.: SDV SHIFT JOURNEY         142

FIGURE 60            ZEEKR: SDV SHIFT JOURNEY       148

FIGURE 61            XPENG INC.: COMPANY SNAPSHOT         153

FIGURE 62            XPENG INC.: SDV SHIFT JOURNEY            154

FIGURE 63            NIO: COMPANY SNAPSHOT         159

FIGURE 64            NIO: SDV SHIFT JOURNEY            160

FIGURE 65            RIVIAN: COMPANY SNAPSHOT  164

FIGURE 66            RIVIAN: SDV SHIFT JOURNEY     164

FIGURE 67            VOLKSWAGEN AG: COMPANY SNAPSHOT                 169

FIGURE 68            VOLKSWAGEN AG: SDV SHIFT JOURNEY                 170

FIGURE 69            HYUNDAI MOTOR CORPORATION: COMPANY SNAPSHOT          176

FIGURE 70            HYUNDAI MOTOR CORPORATION: SDV SHIFT JOURNEY             177

FIGURE 71            FORD MOTOR COMPANY: COMPANY SNAPSHOT          181

FIGURE 72            FORD MOTOR COMPANY: SDV SHIFT JOURNEY                 182

FIGURE 73            GENERAL MOTORS: COMPANY SNAPSHOT                 186

FIGURE 74            GENERAL MOTORS: SDV SHIFT JOURNEY                 187

FIGURE 75            RENAULT GROUP: COMPANY SNAPSHOT                 192

FIGURE 76            RENAULT GROUP: SDV SHIFT JOURNEY                 193

FIGURE 77            TOYOTA MOTOR CORPORATION: COMPANY SNAPSHOT          198

FIGURE 78            TOYOTA MOTOR CORPORATION: SDV SHIFT JOURNEY             199

FIGURE 79            STELLANTIS: COMPANY SNAPSHOT       203

FIGURE 80            STELLANTIS: SDV SHIFT JOURNEY           204

FIGURE 81            STELLANTIS: VEHICLE PLATFORMS        204

FIGURE 82            MERCEDES-BENZ AG: COMPANY SNAPSHOT                 209

FIGURE 83            MERCEDES-BENZ AG: SDV SHIFT JOURNEY                 210

FIGURE 84            BYD: COMPANY SNAPSHOT        215

FIGURE 85            BYD: SDV SHIFT JOURNEY           216

FIGURE 86            BMW: COMPANY SNAPSHOT      221

FIGURE 87            BMW: SDV SHIFT JOURNEY         222

FIGURE 88            NVIDIA CORPORATION: SDV OFFERINGS                 227

FIGURE 89            QUALCOMM TECHNOLOGIES INC.: SDV OFFERING           229

FIGURE 90            QUALCOMM TECHNOLOGIES INC.: SNAPDRAGON DIGITAL CHASSIS              229

FIGURE 91            BLACKBERRY LIMITED: SDV OFFERING 231

FIGURE 92            VECTOR INFORMATIK GMBH: SDV OFFERING                 233

FIGURE 93            GOOGLE INC.: SDV OFFERING   235

FIGURE 94            AMAZON INC.: SDV OFFERING  237

FIGURE 95            STRATEGIC RECOMMENDATIONS FOR OEMS IN SDV MARKET     247