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市場調查報告書
商品編碼
1865425
全球軟體定義汽車 (SDV) 市場:預測至 2032 年 - 按架構、軟體、經營模式、車輛類型、最終用戶和地區進行分析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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根據 Stratistics MRC 的一項研究,預計到 2025 年,全球軟體定義汽車 (SDV) 市場規模將達到 1,347 億美元,到 2032 年將達到 7,179 億美元,預測期內複合年成長率為 27%。
軟體定義車輛 (SDV) 指的是一種現代車輛,其關鍵功能和使用者體驗由軟體架構而非純粹的機械硬體決定。關鍵特性、效能特徵和新功能均透過空中下載 (OTA) 軟體更新進行交付、更新和管理。 SDV 的目的是使汽車製造商能夠快速推出新功能、個人化駕駛體驗、提升售後安全性和性能,並在車輛的整個生命週期中創造新的基於服務的收入來源。
市政案例研究表明,該模式透過收取訂閱費,為城市提供聯網的 LED 照明和嵌入式感測器,從而為公共基礎設施創建數據生成網路。
對無線軟體更新(OTA)的需求不斷成長
互聯智慧路燈系統的日益普及推動了對空中下載 (OTA) 軟體更新的需求。市政當局正擴大採用自動化遠端系統管理平台,這些平台無需人工干預即可更新照明韌體、增強網路功能並提高能源效率。 OTA 更新能夠更快地修復漏洞、增強網路安全並改善功能,從而減少停機時間和營運成本。這種能力有助於即時最佳化並延長系統使用壽命,使其成為推動軟體定義車輛 (SDV) 普及的關鍵因素。
整合現有系統的複雜性
將現代智慧路燈解決方案與現有傳統照明系統整合仍然是一大難題。許多城市運作老舊的電力和控制基礎設施,需要進行複雜的維修才能實現網路相容性。將這些系統適配到分散式雲端管理平台和基於物聯網的通訊,會增加技術和經濟負擔。此外,確保跨多個硬體和供應商生態系統的互通性,也進一步加劇了部署的複雜性,並減緩了城市照明現代化計劃的數位轉型步伐。
雲端原生平台的興起
雲端原生平台的快速發展為軟體定義車輛 (SDV) 解決方案的擴展提供了巨大機會。雲端整合實現了對照明網路的集中監控、預測性維護和即時分析,從而提高了能源利用率和營運效率。微服務架構和邊緣運算的採用增強了系統設計的彈性和靈活性。這些技術將使更多市政當局能夠採用基於訂閱的照明管理模式,從而加速全球智慧、互聯和數據驅動型城市照明基礎設施的部署。
軟體故障風險增加,遭受網路攻擊的風險也隨之增加。
隨著對互聯自動化照明網路的依賴性日益增強,軟體故障和網路威脅的風險也隨之增加。系統漏洞可能導致大範圍的運作中斷和市政資料的未授權存取。加密強度不足和韌體保護措施不完善也會帶來額外的風險。持續的軟體測試、強大的加密通訊協定和事件回應機制對於維護系統完整性至關重要。隨著城市照明系統互聯程度的不斷提高,網路安全漏洞將繼續成為服務供應商和公共機構面臨的主要挑戰。
新冠疫情初期,由於財政不確定性和市政預算延遲,智慧基礎設施計劃受到衝擊。然而,疫情也加速了可遠端系統管理的自動化、數位化監控路燈系統的需求。這場危機凸顯了營運連續性、能源效率和減少現場維護需求的重要性。疫情後的復甦工作以及對智慧城市基礎設施的重新投資,正在加速互聯照明服務模式的普及,從而推動永續和韌性的城市現代化進程。
預計在預測期內,集中式高效能運算領域將佔據最大的市場佔有率。
由於集中式高效能運算在管理來自互聯照明節點的大量資料方面發揮關鍵作用,預計在預測期內,它將佔據最大的市場佔有率。這些計算單元能夠實現高級分析、即時故障檢測以及大型照明網路間的無縫協作。市政當局傾向於集中式架構,因為其易於控制且延遲低。隨著智慧城市平台的擴展,對可擴展的高效能處理能力的需求將持續顯著成長。
預計嵌入式作業系統細分市場在預測期內將呈現最高的複合年成長率。
預計在預測期內,嵌入式作業系統領域將實現最高成長率,這主要得益於支援即時決策和空中昇級的智慧照明控制器的日益普及。這些系統能夠根據運動、交通和天氣狀況自適應地調整照明,同時保持高安全性和互通性。路燈硬體中邊緣運算的日益普及將進一步擴大嵌入式作業系統在提升本地自主性和功能可靠性方面的作用。
預計亞太地區將在預測期內佔據最大的市場佔有率,這主要得益於中國、日本和印度的快速城市化擴張、政府主導的節能舉措以及智慧城市投資。強大的公私合營和智慧基礎設施支援資金正在推動大規模應用。主要照明設備製造商和物聯網公司的存在營造了有利的市場環境,有助於加速採用整合式、基於服務的路燈現代化解決方案。
預計在預測期內,北美地區將保持較高的複合年成長率,這主要得益於其強大的數位基礎設施、雲端基礎監控平台的廣泛應用以及地方政府對永續城市照明的日益重視。美國和加拿大在城市現代化專案中實施軟體定義車輛(SDV)計劃處於主導地位。公共對能源效率的日益關注,以及對5G物聯網網路的大力投資,使北美成為快速成長的區域市場。
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.