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全球軟體定義汽車 (SDV) 架構市場 (2025-2035)：來自原始設備製造商、一級供應商和技術巨頭的策略洞察

市場調查報告書

商品編碼

1720935

全球軟體定義汽車 (SDV) 架構市場 (2025-2035)：來自原始設備製造商、一級供應商和技術巨頭的策略洞察

Global Software-Defined Vehicle (SDV) Architecture Market 2025-2035: Strategic Insights for OEMs, Tier-1s, and Tech Giants

出版日期: 2025年04月22日 | 出版商:

M14 Intelligence | 英文 80+ Pages | 商品交期: 最快1-2個工作天內

價格

簡介目錄

全面分析服務導向架構 (SOA)、無線 (OTA) 更新和 SDV 中的邊緣運算，包括市場估算和預測、各地區市場滲透率、趨勢和競爭洞察

重點

這項全面的研究探討了：

軟體定義汽車 (SDV) 架構的戰略意義和實踐洞察
市場規模與成長率：經驗證，2025-2035 年，2023-2024 年
地理洞察亞太地區在電動車和 SDV 的採用方面處於領先地位，其次是北美和歐洲。
技術焦點：涵蓋推動 SDV 創新的 AI、5G、OTA 更新、雲端運算、V2X、ADAS 和網路安全。
專注於資訊娛樂、自動駕駛、V2X 通訊和高級安全系統。
關鍵趨勢：OTA 更新、連網汽車、電氣化、新的收入模式（訂閱、數據貨幣化）。
機會：基於訂閱的功能、數據服務和自動駕駛是原始設備製造商 (OEM)、供應商和科技公司的主要收入驅動力。
挑戰：高昂的開發成本、網路安全風險、監管不確定性、缺乏標準化。
競爭格局：特斯拉、大眾、Bosch、NVIDIA 和Google等前 15 家公司的概況和市佔率分析。
策略建議：指導利害關係人進行差異化、建立合作夥伴關係以及克服監管和技術挑戰。

全面覆蓋

全球乘用車銷售預測 - 按車型和地區劃分
按自動化等級（L1 和 L3、L3、L4 和 L5）劃分的 PC 銷量
2025-2035 年全球 PC 軟體元件收入
2025-2035 年汽車軟體服務收入預測
2025-2035 年 SDV 投資
按 OEM 劃分的 SDV 發佈時間表
2025-2035 年 SDV 總市場規模 (TAM) 預估與預測
按技術組件劃分的 SDV 市場收入佔有率
- 集中式運算平台
- 特定於服務的服務導向架構 (SOA)
- 無線 (OTA) 更新系統
- 連線解決方案 (5G/6G)
- 人工智慧與機器學習平台
- 車輛操作系統
- 邊緣運算基礎設施
- 網路安全解決方案
SDV 市場規模 - 區域細分，2025-2035
- 北美市場，2025-2035
- 歐洲市場，2025-2035
- 亞太市場，2025-2035
策略建議
- 投資優先框架
- 合作與收購策略
- 能力發展路線圖
- 風險緩解方法
- 策略轉型
競爭力評估
- 競爭力基準測試
- 市佔率分析
- 引領 SDV 競爭的公司
- 合作夥伴生態系圖譜
- 所有產業利害關係人
  - 領先的 SDV 原始設備製造商
  - 供應商（一級供應商）
  - 軟體與科技新進者
  - 人工智慧開發者和新創公司

市場概覽

SDV 架構革命簡介

隨著汽車系統從硬體定義向軟體定義演進，汽車產業正經歷一場重大變革。這種典範轉移正在重新定義整個汽車價值鏈的架構、開發流程和商業模式。軟體定義汽車 (SDV) 不僅是漸進式的演進，更是對 21 世紀汽車組成的根本重構。如今，軟體決定著汽車的功能、性能和使用者體驗，傳統的汽車價值鏈正在被顛覆，同時也為創新和價值創造帶來了新的機會。

市場展望與策略影響

預計市場演變

隨著標準化工作的日趨成熟，SDV 架構市場預計將在未來五年內經歷大規模整合。分析師預計，到 2028 年，將出現三到五個主導性的軟體平台，類似於智慧型手機作業系統市場的演進。 SDV 的採用情況將因地區而異，預計高端市場將在 2027 年幾乎完全採用 SDV，而大眾市場將在兩到三年後開始採用 SDV。

目前，北美佔據市場主導地位，約佔 34% 的佔有率，緊隨其後的是歐洲（31%）和亞太地區（29%），世界其他地區佔剩餘的 6%。

塑造汽車產業的關鍵架構趨勢

從分散式到集中式計算

傳統的汽車電子架構通常包含 80-100 個分散式 ECU，目前正在快速轉向集中式高效能運算平台。這種整合顯著降低了系統複雜性，同時實現了更先進的軟體功能。大眾汽車集團旗下的 CARIAD 部門投資 56 億歐元開發了 E3 2.0 架構，將傳統的分散式功能整合到三台高效能電腦上。

擁抱基於區域的架構

區域控制器正成為首選的架構方法，取代傳統的網域控制器模型。該架構按物理區域而非功能域來組織車輛功能，從而顯著降低了佈線複雜性和重量。梅賽德斯-奔馳的 MB.OS 架構，於 2023 年底宣布投資 13 億歐元，採用了這種基於區域的方法，將線束複雜性降低了約 30%，同時提升了更新能力。

實作服務導向的架構

汽車產業越來越多地採用服務導向的架構 (SOA) 原則，該架構透過標準化 API 將軟體服務與硬體分開。這種方法可以提高靈活性，加快功能開發和部署速度。通用汽車的 Ultifi 平台代表了在這方面的重大投資，該公司在其 2023-2024 年技術預算中專門撥款約 23 億美元用於軟體定義架構的開發。

標準化工作動能強勁

產業聯盟正在努力實現關鍵介面和協議的標準化。 AUTOSAR 自適應平台的採用正在加速，光是去年，其成員數量就增加了 22%。同時，Eclipse 軟體定義汽車 (SDV) 工作小組擁有超過 50 名成員，其中包括領先的原始設備製造商 (OEM)、供應商和技術公司，他們致力於為 SDV 開發建立開放標準。

市場加速器推動快速採用

消費者對軟體體驗的需求 -購車者在購買決策中越來越重視軟體功能、連線性和可更新性。過去三年，消費者對軟體功能的重視程度增加了 25%，迫使傳統汽車製造商加快軟體轉型步伐。
電氣化乘數效應 -向電動車的轉型正在推動 SDV 的採用，約 68% 的新型電動車平台採用高度集中的運算架構，而新型內燃機 (ICE) 平台的這一比例僅為 29%。
來自新進業者的競爭壓力 -特斯拉透過無線更新增強車輛性能的能力，正在提升消費者的期望，而傳統汽車製造商必須滿足這些期望。蔚來汽車在 2023 年對其 NT2.0 軟體定義平台的投資超過 9 億美元，顯示這些公司正在積極追求軟體領域的領先地位。
收入多元化機會根據行業預測，到 2030 年，軟體和服務佔汽車行業收入的比例將從目前的不到 5% 增長到 27%。 BMW近期在七個主要市場擴展了按需功能服務，這表明這種商業模式轉型的勢頭正在增強。

競爭格局分析

傳統汽車製造商：轉型領導者與追隨者

在傳統汽車製造商中，梅賽德斯-奔馳和大眾集團分別憑藉其MB.OS和CARIAD計劃，將自己定位為轉型領導者。賓士計畫在2025年將MB.OS應用於量產車型，總投資超過20億歐元。同時，包括豐田、通用汽車和Stellantis在內的其他主要汽車製造商也正在加快步伐，力求跟上腳步。 Stellantis最近宣布將在其STLA大腦架構上投資45億歐元，持續多年。

科技巨頭強勢佈局

科技公司正在SDV生態系中佔據關鍵地位。 Nvidia 的 DRIVE 平台是眾多汽車製造商的運算基礎，該公司報告稱，2024 年第二季汽車收入年增 78%。高通的數位底盤平台已獲得 20 家主要汽車製造商的設計訂單，該公司報告稱其產品線價值 90 億美元。截至 2024 年中期，Google的 Android 汽車作業系統已在 13 家主要汽車集團、代表 20 個品牌的系統中運行。

一級供應商正在重塑自我

傳統汽車供應商正在迅速轉型，以在 SDV 時代保持競爭力。博世正在投資約 40 億歐元用於軟體開發能力建設，包括收購 Five AI 並將其跨域運算解決方案部門的員工人數擴展至 18,000 人。大陸集團同樣在軟體開發方面投資了 31 億歐元，專注於硬體與高階應用程式之間的中間件和整合服務。

新興專家企業獲得發展動力

專注於 SDV 技術的供應商正在生態系統中佔據重要地位。 Apex.AI（2023 年下半年在 B 輪融資 7,500 萬美元）、Sonatus（在 B 輪融資 3,500 萬美元）和 Eatron Technologies 等公司分別在車輛作業系統、車輛數據管理和電池管理軟體領域佔據一席之地。

總結：未來之路

SDV 架構市場是汽車產業在過去 100 年中面臨的最大挑戰，也是機會。成功不僅需要技術轉型，還需要對產品開發流程、組織結構和商業模式進行根本性的重建。那些能夠引領這項轉型的企業將塑造下一個行動出行時代，而那些無法引領這項轉型的企業則有可能在日益數位化的汽車產業中被淘汰。

隨著架構方法的成熟和初始市場地位的鞏固，未來 24-36 個月將特別關鍵。對於汽車產業的利害關係人來說，需求顯而易見：積極投資軟體能力、建立策略合作夥伴關係以彌補能力差距以及實現軟體優先開發，這些都不再是可有可無的，而是在汽車產業軟體定義的未來中生存和發展的必要條件。

解答關鍵問題

到 2035 年，哪些 SDV（軟體定義汽車）技術將顛覆市場？企業該如何做好準備？
一級供應商應採取哪些策略來與 NVIDIA 和 Qualcomm 等科技巨頭競爭？
汽車製造商如何在不造成訂閱疲勞的情況下將 OTA 更新貨幣化？
SDV 中最迫切的網路安全風險有哪些？如何緩解這些風險？
為什麼 34% 的 SDV 專案面臨延期？如何加速軟體開發？
哪個地區（中國、歐盟和北美）的 SDV 投資報酬率最高？
哪一種合作關係（OEM-Tier-Tech）能夠最大程度地縮短 SDV 的上市時間？
SDV 軟體的最佳定價模式是什麼（訂閱式還是一次性購買）？
6G 和邊緣運算如何在 2030 年前將 SDV 轉變為 "行動資料中心" ？
為什麼機器人計程車隊（Waymo、Cruise）押注 SDV 來降低維護成本？

企業清單

Tesla
Li Auto
NIO
Rivian
XPENG
ZEEKR
Volkswagen
BMW
Mercedes-Benz
Hyundai
Ford
General Motors
Toyota

Stellantis
BYD
Bosch
Continental
Aptiv
ZF Friedrichshafen
Magna
Valeo
NVIDIA
Qualcomm
Google
Microsoft
BlackBerry QNX

Mobileye
42dot
Sibros
Sonatus
TTTech Auto
Apex.AI
Applied Intuition
Huawei
Samsung
Horizon Robotics
Elektrobit
Vector Informatik

主要調查結果與市場概況
對產業利害關係者的重要的策略性建議
軟體定義車輛的簡介
核心技術基礎和架構
價值主張和變革的可能性
與SDV生態系統價值鏈分析
主要加入企業(OEM，供應商，科技企業)
互相依賴性和合作模式
全球SDV市場概要
市場規模估計(2023年～2024年)
市場預測(2025年～2030年)
年複合成長率預測和曲折點
整體潛在市場分析
市場區隔分析
地區
北美(美國，加拿大，墨西哥)
歐洲(德國，法國，英國，其他)
亞太地區(中國，日本，韓國，印度)
其他地區(中東，南美，非洲)
科技各零件
集中型運算平台
服務導向架構(SOA)
無線(OTA)更新系統
連接解決方案(5G/6G)
與AI機器學習平台
車輛作業系統
邊緣運算基礎建設
網路安全解決方案
主要的市場趨勢與趨勢
車輛中心的地帶架構的轉變
個性化被做了的體驗的AI/ML的整合
訂閱為基礎的功能的有效化和收益化
被強化了的網路安全組成架構
產業間的融合(科技，通訊，汽車)
標準化的配合措施新的通訊協定
從邊緣到雲端的運算的平衡
法規情形的演進

市場加速器

消費者的連網型體驗的需求
硬體設備的依存和成本的削減
由於軟體更新的車輛生命週期的延長
自動駕駛的進步必要條件
開放原始碼開發生態系統
市場課題與阻礙
網路安全的漏洞和威脅
半導體零件的供應鏈的混亂
標準化和互通性的問題
初期開發及轉移成本提高
消費者的隱私相關疑慮
競爭情形評估
傳統原始設備製造商在 SDV 領域處於領先地位
Volkswagen Group(CARIAD)
Mercedes-Benz(MB.OS)
BMW
General Motors(Ultifi)
Toyota
Hyundai Motor Group
SDV 一級供應商轉型
博世
大陸集團
採埃孚
安波福
電裝
軟體與科技公司
英偉達（DRIVE 平台）
高通（驍龍數位底盤）
Google（安卓汽車作業系統）
微軟（車聯網平台）
亞馬遜 AWS（車聯網）
競爭標竿矩陣
策略定位分析
合作夥伴生態系圖譜
未來展望（2030 年及以後）
向軟體優先開發模式的演進
與更廣泛的行動生態系統融合
新興科技（人工智慧、6G、量子）的影響
對永續性的影響
潛在的產業重組情景
策略建議
投資優先框架
合作與收購策略
能力發展路線圖
風險規避方法
策略轉型時間表
研究方法與參考文獻
研究方法
資料來源
專家訪談
假設與局限性

簡介目錄

Comprehensive Analysis of Service-Oriented Architecture (SOA), Over-the-Air (OTA) Updates, and Edge Computing in SDVs, Market Estimation and Forecasts, Regional Market Penetration, Trends & Dynamic, Competitive Landscape Insights

Key Highlights

This comprehensive study examines the -

Strategic Implications and Actionable Insights on Software Defined Vehicle (SDV ) architecture
Market Size & Growth- 2025- to 20235 with historical number from 2023 to 2024
Regional Insights: Asia-Pacific leads in EV and SDV adoption, followed by North America and Europe; detailed forecasts for each region.
Technology Focus: Covers AI, 5G, OTA updates, cloud computing, V2X, ADAS, and cybersecurity driving SDV innovation.
Emphasizes infotainment, autonomous driving, V2X communication, and advanced safety systems.
Key Trends: OTA updates, connected vehicles, electrification, and new revenue models (subscriptions, data monetization).
Opportunities: Revenue pockets in subscription-based features, data services, and autonomous driving for OEMs, suppliers, and tech firms.
Challenges: High development costs, cybersecurity risks, regulatory uncertainties, and lack of standardization.
Competitive Landscape: Profiles top 15 leaders, including Tesla, Volkswagen, Bosch, NVIDIA, and Google, with market share analysis.
Strategic Recommendations: Guides stakeholders on differentiation, partnerships, and navigating regulatory and tech challenges.

Exhaustive Coverage

Global Passenger Car Sales Forecast - Breakdown by Vehicle Type and Region
PC Sales Breakdown by Level of Automation (L1 & L3, L3, L4 & L5)
Software Component Revenue in PC globally, 2025-2035
Projected Vehicle Revenue generated by Software Services, 2025-2035
Investments in SDV, 2023-2025
Launch timeline of SDVs by OEMs
TAM of SDV Estimation and Forecast, 2025-2035
SDV Market Revenue Share by Technology Components-
- Centralized Computing Platforms
- Service-Oriented Architecture (SOA)
- Over-the-Air (OTA) Update Systems
- Connectivity Solutions (5G/6G)
- AI & Machine Learning Platforms
- Vehicle Operating Systems
- Edge Computing Infrastructure
- Cybersecurity Solutions
SDV Market Size- Regional Breakdown, 2025-2035
- North America Market, 2025-2035
- Europe Market, 2025-2035
- Asia-Pacific Market, 2025-2035
Strategic Recommendations
- Investment prioritization framework
- Partnership and acquisition strategies
- Capability development roadmap
- Risk mitigation approaches
- Timeline for strategic pivots
Competition Assessment
- Competitor Benchmarking
- Market Share Analysis
- Who's Leading the SDV Race
- Partnership Ecosystem Mapping
- Take of all stakeholders in the industry
  - OEMs leading in SDV
  - Suppliers (Tier-1s)
  - Software and Tech Players
  - AI developers and Start-ups

Market Overview

Introduction to the SDV Architecture Revolution

The automotive industry is experiencing a profound transformation as vehicles evolve from hardware-defined to software-defined systems. This paradigm shift is redefining vehicle architecture, development processes, and business models across the entire automotive value chain. Software Defined Vehicles (SDVs) represent not merely an incremental evolution but a fundamental reimagining of what constitutes a vehicle in the 21st century. With software increasingly determining vehicle functionality, performance, and user experience, the traditional automotive value chain is being disrupted while opening new opportunities for innovation and value creation.

Market Outlook and Strategic Implications

Projected Market Evolution

The SDV architecture market is expected to undergo significant consolidation over the next five years as standardization efforts mature. By 2028, analysts predict the emergence of 3-5 dominant software platforms, similar to the smartphone operating system market's evolution. Regional variations in adoption will persist, with premium segments reaching near-complete SDV penetration by 2027, while mass-market segments will follow 2-3 years later.

North America currently leads with approximately 34% market share, followed closely by Europe (31%) and Asia Pacific (29%), with the rest of the world accounting for the remaining 6%.

Key Architectural Trends Reshaping the Automotive Industry

From Distributed to Centralized Computing

Traditional vehicle electronic architecture featuring 80-100 distributed ECUs is rapidly giving way to centralized high-performance computing platforms. This consolidation is driving significant reductions in system complexity while enabling more sophisticated software capabilities. Volkswagen Group's CARIAD division exemplifies this trend with its investment of Euro-5.6 billion in developing the E3 2.0 architecture, which consolidates previously distributed functions into three high-performance computers.

Zone-Based Architecture Adoption

Zone controllers are emerging as the preferred architectural approach, replacing the older domain-controller model. This architecture organizes vehicle functions by physical zones rather than functional domains, significantly reducing wiring complexity and weight. Mercedes-Benz's MB.OS architecture, backed by a Euro-1.3 billion investment announced in late 2023, has embraced this zone-based approach, reducing wiring harness complexity by an estimated 30% while improving update capability.

Service-Oriented Architecture Implementation

The automotive industry is increasingly adopting service-oriented architecture (SOA) principles, decoupling software services from hardware through standardized APIs. This approach enables greater flexibility and facilitates faster feature development and deployment. General Motors' Ultifi platform represents a major investment in this direction, with the company allocating approximately $2.3 billion specifically for software-defined architecture development in its 2023-2024 technology budget.

Standardization Efforts Gaining Momentum

Industry consortia are working toward standardization of key interfaces and protocols. AUTOSAR Adaptive platform adoption is accelerating, with membership growing 22% in the past year alone. Simultaneously, the Eclipse Software Defined Vehicle working group has attracted over 50 members, including major OEMs, suppliers, and technology companies working to establish open standards for SDV development.

Market Accelerators Driving Rapid Adoption

Consumer Demand for Software Experiences- Vehicle buyers increasingly prioritize software capabilities, connectivity, and updatability in purchasing decisions. This factor has increased 25% among consumers in last 3 years forcing traditional automakers to accelerate their software transformation efforts.
Electrification Synergies- The EV transition is catalyzing SDV adoption, with approximately 68% of new EV platforms featuring highly centralized computing architectures compared to just 29% of new ICE platforms.
Competitive Pressure from New Entrants- Tesla's ability to enhance vehicle capabilities through over-the-air updates has created consumer expectations that traditional OEMs must now meet. NIO's investment of over $900 million in its NT2.0 software-defined platform in 2023 demonstrates how aggressively these companies are pursuing software leadership
Revenue Diversification Opportunities- Industry forecasts suggest that software and services could contribute up to 27% of automotive industry profits by 2030, compared to less than 5% today. BMW's recent expansion of its feature-on-demand offerings across 7 major markets demonstrates growing momentum behind this business model transformation.

Competitive Landscape Analysis

Traditional OEMs: Transformation Leaders and Followers

Among traditional automakers, Mercedes-Benz and Volkswagen Group have established themselves as transformation leaders with their MB.OS and CARIAD initiatives respectively. Mercedes-Benz plans to have MB.OS in production vehicles by 2025, representing a total investment exceeding Euro-2 billion. Meanwhile, other major OEMs like Toyota, General Motors, and Stellantis are accelerating their initiatives to avoid falling behind, with Stellantis recently announcing a Euro-4.5 billion multi-year investment in its STLA Brain architecture.

Tech Giants Establishing Strong Positions

Technology companies have secured significant positions in the SDV ecosystem. Nvidia's DRIVE platform has become the computing foundation for numerous OEMs, with the company reporting automotive segment revenue growth of 78% in Q2 2024 compared to the prior year. Qualcomm's Digital Chassis platform has secured design wins with 20 major automakers, representing a potential $9 billion pipeline according to company reports. Google's Android Automotive OS has been adopted by 13 major automotive groups representing 20 brands as of mid-2024.

Tier-1 Suppliers Reinventing Themselves

Traditional automotive suppliers are rapidly transforming their businesses to remain relevant in the SDV era. Bosch has invested approximately Euro-4 billion in software development capabilities, including the acquisition of Five AI and the expansion of its Cross-Domain Computing Solutions division to 18,000 employees. Continental has similarly invested Euro-3.1 billion in its software capabilities, focusing on middleware and integration services between hardware and high-level applications.

Emerging Specialists Gaining Traction

Specialized SDV technology providers are securing important positions in the ecosystem. Companies like Apex.AI (which raised $75 million in Series B funding in late 2023), Sonatus (which secured $35 million in Series B funding), and Eatron Technologies are establishing niches in vehicle operating systems, vehicle data management, and battery management software respectively.

Conclusion: The Road Ahead

The software-defined vehicle architecture market represents both the greatest challenge and opportunity the automotive industry has faced in a century. Success requires not merely technological transformation but fundamental reimagining of product development processes, organizational structures, and business models. Those companies that can successfully navigate this transition will define the next era of mobility, while those that cannot risk obsolescence in an increasingly digital automotive landscape.

The coming 24-36 months will be particularly critical as architectural approaches mature and early market positions solidify. For industry stakeholders, the imperative is clear: aggressive investment in software capabilities, strategic partnerships to fill capability gaps, and organizational transformation to enable software-first development are no longer optional but essential for survival and success in the automotive industry's software-defined future.

Key Questions Answered:

What SDV (Software-defined Vehicle) technology will disrupt the market by 2035, and how should companies prepare?
What strategies help Tier-1 suppliers compete with tech giants like NVIDIA and Qualcomm?
How can automakers monetize OTA updates without triggering subscription fatigue?
What are the most urgent cybersecurity risks in SDVs, and how to mitigate them?
Why do 34% of SDV projects face delays, and how to accelerate software development?
Which regions offer the highest ROI for SDV investments (China vs. EU vs. North America)?
Which partnerships (OEM-Tier-1-Tech) deliver the fastest time-to-market for SDVs?
What pricing models work best for SDV software (subscription vs. one-time purchase)?
How will 6G and edge computing turn SDVs into "data centers on wheels" by 2030?
Why are robotaxi fleets (Waymo, Cruise) betting on SDVs to slash maintenance costs?