SDV(Software Defined Vehicle) 시장 규모는 2030년까지 5,104억 달러에 달하며, 예측 기간 중 CAGR 10.5%의 시장 성장률로 상승할 것으로 예측됩니다.
KBV Cardinal matrix에 게재된 분석에 따르면 Harman International Industries, Inc.는 이 시장의 선두주자입니다. 2023년 1월, Harman International Industries는 이탈리아 마라넬로에 본사를 둔 이탈리아의 고급 스포츠카 제조업체인 페라리와 제휴했습니다. 이 제휴에 의해 페라리는 Harman International Industries의 협력을 받아 차세대 차량내 체험을 시장에 제공하는 것에 주력합니다. Volkswagen AG, Tesla, Inc., NVIDIA Corporation 등의 기업은 이 시장의 주요 이노베이터입니다.
시장 성장 요인
자율주행 기술의 확대
자율주행차 개발은 인식, 의사결정, 제어를 위한 광범위한 소프트웨어 시스템에 의존하고 있으며, SDV는 자율주행 개발의 기본 플랫폼입니다. 의사 결정, 경로 계획 및 물체 인식에는 인공지능과 고급 머신러닝 알고리즘이 사용되며, GPS 및 관성 내비게이션 시스템을 포함한 고화질 지도와 정확한 위치 파악 기술은 자율주행 차량이 환경과의 상대적 위치를 이해하는 데 도움이 됩니다. 이러한 지도는 정확도를 높이기 위해 실시간 센서 데이터와 결합되는 경우가 많습니다. 자율주행 기술 증가는 시장 확대에 기여하고 있습니다.
전기자동차 및 하이브리드차의 보급 증가
전기 파워트레인은 소프트웨어에 크게 의존하고 있습니다. 소프트웨어는 전기 모터의 성능을 제어하고 가속과 원활한 작동을 위해 순간적으로 토크를 공급하며, EV에는 종종 주행 상황에 따라 주행 가능 거리에 대한 정보를 제공하는 사용자 인터페이스가 장착되어 있습니다. 소프트웨어는 이러한 주행거리 예측을 지속적으로 계산하고 업데이트합니다. 이러한 커넥티비티는 충전소 검색, 충전 시간 예약, 충전 상태 모니터링 등의 기능을 가능하게 합니다. 전기 및 하이브리드차의 텔레매틱스 시스템은 배터리 상태, 충전 옵션, 에너지 소비에 대한 데이터를 실시간으로 제공합니다. 이 정보는 촉진요인과 차량 관리자에게 매우 중요한 정보다. 전기자동차 및 하이브리드차 산업의 확장은 시장을 확대하고 있습니다.
시장 성장 억제요인
복잡성 및 상호운용성 문제
현대 자동차, 특히 자율주행차와 고도로 자동화된 자동차는 복잡한 소프트웨어 시스템에 의존하고 있습니다. 이러한 복잡성을 관리하고 유지하는 것은 여러 소프트웨어 계층과 컴포넌트를 포함하는 어려운 과제입니다. 복잡한 소프트웨어 시스템의 안전성을 확보하는 것은 중요한 과제입니다. 개발자는 시스템 결함이나 오류의 위험을 최소화하기 위해 소프트웨어를 엄격하게 테스트하고 검증하며, SDV에서 생성되는 방대한 데이터를 다루는 것은 복잡합니다. 효율적인 데이터 저장, 처리 및 분석이 필요하며, 이는 기존 인프라에 부담을 줄 수 있습니다. 인포테인먼트, 커넥티비티, 자율주행, 파워트레인 관리 등 다양한 차량 시스템을 원활하고 조화롭게 통합하는 것은 관련 기술이 다양하기 때문에 복잡합니다. 복잡성과 상호운용성 문제는 시장 성장을 둔화시키는 중요한 과제입니다.
제공 전망
제공에 따라 시장은 하드웨어, 소프트웨어 및 서비스로 분류되며, 2022년에는 하드웨어 부문이 시장에서 가장 높은 매출 점유율을 차지했습니다. 고급 마이크로프로세서와 제어 장비는 SDV의 두뇌입니다. 이러한 하드웨어 컴포넌트는 센서에 의해 수집된 방대한 양의 데이터를 처리하고 실시간 의사 결정을 내리는 역할을 합니다. 종종 멀티 코어를 갖춘 고성능 프로세서는 물체 인식 및 경로 계획과 같은 작업을 위한 복잡한 알고리즘을 실행하는 데 사용됩니다. 연결성은 SDV의 기본적인 측면입니다. 셀룰러, Wi-Fi, V2X(Vehicle-to-Everything) 통신을 위한 하드웨어 모듈은 차량, 인프라, 클라우드 간의 데이터 교환을 가능하게 합니다. 이 모듈은 원격 소프트웨어 업데이트, 데이터 공유, 차량 간 통신을 지원하여 안전과 교통 관리를 강화합니다.
애플리케이션 전망
시장 애플리케이션별로 파워트레인 섀시, ADAS/HAD, 차체 에너지, 인포테인먼트, 커넥티비티 보안으로 구분됩니다. 파워트레인 섀시 부문은 2022년 시장에서 두드러진 매출 점유율을 기록할 것으로 예상됩니다. 파워트레인 섀시 용도는 소프트웨어를 활용하여 차량의 에너지 사용과 기계 시스템을 최적화합니다. 여기에는 하이브리드 및 전기자동차의 전력 분배를 관리하여 효율성을 최적화하고 회생 제동으로 에너지를 회수하는 것이 포함됩니다. 파워트레인 용도는 전동화 및 하이브리드 채택을 촉진합니다.
차종별 전망
차종에 따라 시장은 내연기관차, BEV, HEV/PHEV로 분류되며, HEV/PHEV 부문은 2022년 시장에서 큰 매출 점유율을 차지할 것으로 예상되며, HEV와 PHEV는 기존 내연기관 엔진(ICE)과 전기 추진 시스템을 결합한 차량입니다. 전기의 통합을 통해 이들 차량은 더 효율적으로 작동하고 연료 소비와 배출을 줄일 수 있습니다. SDV의 경우, 효율성은 파워트레인의 성능을 최적화하고 전기로만 주행할 수 있는 범위를 확대하기 위해 필수적입니다. 저장하는 회생 제동 시스템을 갖추고 있습니다. 이 에너지는 차량의 배터리를 충전하는 데 사용됩니다. 회생 제동 시스템은 SDV의 에너지 효율에 필수적인 요소입니다.
지역별 전망
지역별로는 북미, 유럽, 아시아태평양, LAMEA로 시장을 분석했으며, 2022년에는 아시아태평양이 가장 높은 매출 점유율을 차지하며 시장을 주도할 것으로 예상됩니다. 아시아태평양은 전기자동차 보급에서 세계를 선도하고 있으며, 중국이 가장 큰 전기자동차 부문으로 부상했습니다. 아시아태평양의 많은 스타트업들이 모빌리티 솔루션과 SDV 기술 개발에 주력하고 있습니다. 이 지역의 많은 도시들이 스마트 시티 개념을 채택하고 소프트웨어 정의 모빌리티 솔루션의 통합이 진행되고 있습니다.
The Global Software-defined Vehicle Market size is expected to reach $510.4 billion by 2030, rising at a market growth of 10.5% CAGR during the forecast period.
Powertrain & chassis applications utilize software to optimize the vehicle's energy usage and mechanical systems. Thus, the powertrain & chassis segment acquired $50,020.0 million in 2022. This can involve managing the power distribution in hybrid and electric vehicles for optimal efficiency and energy recovery through regenerative braking. Powertrain applications drive the adoption of electrification and hybridization. Electric powertrains and hybrid systems rely on software to manage the integration of electric motors with traditional internal combustion engines, optimizing energy usage and delivering improved fuel economy. Chassis and powertrain applications enable real-time monitoring and diagnostics of key vehicle components. Chassis applications use software to control torque vectoring and stability systems. These features enhance vehicle stability and handling in various driving conditions, improving safety and performance.
The major strategies followed by the market participants are Partnerships & Collaborations as the key developmental strategy to keep pace with the changing demands of end users. For instance, In September, 2023, Continental AG came into partnership with Google Cloud to develop an innovative lineup of automotive solutions that prioritize safety, efficiency, and user-centric features. alongside a set of management tools. Additionally, In August, 2023, Aptiv PLC came into partnership with Horizon Robotics to revolutionize China's automotive industry by leveraging its distinctive expertise, ultimately offering Chinese drivers and passengers a safer, more convenient, and enjoyable travel experience.
Based on the Analysis presented in the KBV Cardinal matrix; Harman International Industries, Inc. is the forerunners in the Market. In January, 2023, Harman International Industries came into partnership with Ferrari, an Italian luxury sports car manufacturer based in Maranello, Italy. Through this partnership, Ferrari would focus on bringing the next generation of in-cabin experiences to market with the help of Harman International Industries. Companies such as Volkswagen AG, Tesla, Inc., NVIDIA Corporation are some of the key innovators in the Market.
Market Growth Factors
Expansion of autonomous driving technologies
The development of autonomous vehicles relies on extensive software systems for perception, decision-making, and control. SDVs are a fundamental platform for autonomous driving development. Artificial intelligence and sophisticated machine learning algorithms are used for decision-making, path planning, and object recognition. High-definition maps and precise localization technologies, including GPS and inertial navigation systems, help autonomous vehicles understand their position relative to their environment. These maps are often combined with real-time sensor data for accuracy. The increasing number of autonomous driving technologies contributes to expanding the market.
Increasing adoption of electric and hybrid vehicles
Electric powertrains are highly software dependent. Software controls the electric motor's performance, delivering instant torque for acceleration and smooth operation. EVs often include user interfaces that provide information about the vehicle's range based on driving conditions. The software continuously calculates and updates these range predictions. This connectivity enables features like finding charging stations, reserving charging slots, and monitoring charging progress. Telematics systems in electric and hybrid vehicles provide real-time data on battery status, charging options, and energy consumption. This information is valuable for drivers and fleet managers. The expansion of the electric and hybrid vehicle industry is increasing the market.
Market Restraining Factors
Complexity and interoperability issues
Modern vehicles, especially autonomous or highly automated ones, rely on intricate software systems. Managing and maintaining this complexity can be challenging, involving multiple software layers and components. Ensuring the safety of complex software systems is a critical challenge. Developers rigorously test and validate software to minimize the risk of system failures or errors. Handling the vast amount of data generated by software-defined vehicles is complex. Efficient data storage, processing, and analysis are necessary, which can strain existing infrastructure. Integrating various vehicle systems, such as infotainment, connectivity, autonomous driving, and powertrain management, seamlessly and harmoniously is complex due to the diversity of technologies involved. Complexity and interoperability issues are significant challenges that can slow down the market growth.
Offering Outlook
By offering, the market is categorized into hardware, software, and services. In 2022, the hardware segment held the highest revenue share in the market. Advanced microprocessors and control units are the brains behind SDVs. These hardware components are responsible for processing the vast amount of data collected by sensors and making real-time decisions. High-performance processors, often with multiple cores, are used to run complex algorithms for tasks like object recognition and path planning. Connectivity is a fundamental aspect of software-defined vehicles. Hardware modules for cellular, Wi-Fi, and V2X (vehicle-to-everything) communication enable data exchange between vehicles, infrastructure, and the cloud. These modules support remote software updates, data sharing, and vehicle-to-vehicle communication for enhanced safety and traffic management.
Application Outlook
By application, the market is segmented into powertrain & chassis, ADAS/HAD, body & energy, infotainment, and connectivity & security. The powertrain & chassis segment recorded a remarkable revenue share in the market in 2022. Powertrain & chassis applications utilize software to optimize the vehicle's energy usage and mechanical systems. This can involve managing the power distribution in hybrid and electric vehicles for optimal efficiency and energy recovery through regenerative braking. Powertrain applications drive the adoption of electrification and hybridization.
Vehicle Type Outlook
Based on vehicle type, the market is classified into ICE, BEV, and HEV/PHEV. The HEV/PHEV segment acquired a substantial revenue share in the market in 2022. HEVs and PHEVs combine traditional internal combustion engines (ICE) with electric propulsion systems. Integrating electric power allows these vehicles to operate more efficiently, reducing fuel consumption and emissions. In the context of SDVs, efficiency is essential for optimizing powertrain performance and extending the range of electric-only driving. HEVs and PHEVs feature regenerative braking systems that capture and store energy during braking and deceleration. This energy is subsequently used to recharge the vehicle's battery. Regenerative braking systems are an essential part of energy efficiency in SDVs.
Regional Outlook
Region-wise, the market is analysed across North America, Europe, Asia Pacific, and LAMEA. In 2022, the Asia Pacific region led the market by generating the highest revenue share. The Asia Pacific region is leading the world in the adoption of EVs, with China being the largest EV sector. Many startups in the Asia Pacific region focus on developing mobility solutions and SDV technologies. Many cities in the region embraced smart city concepts, leading to the integration of software-defined mobility solutions.
The market research report covers the analysis of key stake holders of the market. Key companies profiled in the report include Robert Bosch GmbH, Continental AG, Valeo SA, Aptiv PLC, Marelli Holdings Co., Ltd., Tesla, Inc., NVIDIA Corporation, Volkswagen AG, Harman International Industries, Inc. (Samsung Electronics Co., Ltd), BlackBerry Limited, Medtronic PLC
Recent Strategies Deployed in Software-defined Vehicle Market
Mergers & Acquisition:
Oct-2023: Continental AG acquired KINEXON, a Technology, Information, and Internet company in Germany. Through this acquisition, Continental AG would be expanding its worldwide development team and reinforcing their proficiency in mobile robotics systems.
Dec-2022: Aptiv PLC acquired Intercable Automotive Solutions, a Plastics Manufacturing company in Brunico/South Tyrol. Through this acquisition, Intercable Automotive Solutions will bolster Aptiv's standing as a worldwide frontrunner in vehicle architecture systems.
Feb-2022: Harman International Industries took over Apostera, a Germany-based automotive technology company. Through this acquisition, Harman International Industries would enhance the range of automotive products and establish the company as a leader in designing automotive augmented reality/mixed reality experiences.
Partnerships, Collaborations & Agreements:
Sep-2023: Continental AG came into partnership with Google Cloud, a suite of cloud computing services that provides a series of modular cloud services including computing, data storage, data analytics, and machine learning. This partnership would enhance Continental's proficiency in automotive technology with Google's data and AI capabilities, aiming to develop an innovative lineup of automotive solutions that prioritize safety, efficiency, and user-centric features. alongside a set of management tools.
Aug-2023: Aptiv PLC came into partnership with Horizon Robotics, a Motor Vehicle Manufacturing company in China. Through this partnership, Aptiv PLC would intend to revolutionize China's automotive industry by leveraging its distinctive expertise, ultimately offering Chinese drivers and passengers a safer, more convenient, and enjoyable travel experience.
May-2023: Valeo SA came into partnership with Renault Group, a French multinational automobile manufacturing company. Through this partnership, Valeo SA would streamline the development process and cut down on expenses related to electrical and electronic architecture, all the while prioritizing high performance, compatibility, and safety.
May-2023: NVIDIA Corporation came into partnership with MediaTek, a Taiwanese fabless semiconductor company that provides chips for wireless communications, high-definition television, and handheld mobile devices. This partnership will offer the automotive sector increased adaptability and ease, enabling the delivery of highly inclusive solutions in terms of both features and extent.
Mar-2023: NVIDIA Corporation came into partnership with BYD, a publicly listed Chinese conglomerate manufacturing company headquartered in Shenzhen, Guangdong, China. Through this partnership, BYD would extend the utilization of DRIVE Orin through an enhanced partnership across multiple models in its forthcoming Dynasty and Ocean series of vehicles, with the aim of introducing safe and intelligent vehicles to the market.
Jan-2023: Valeo SA came into partnership with C2A Security, a Computer and Network Security company in Israel. Through this partnership, Valeo SA would be able to bolster its product cybersecurity management, providing an additional level of assurance to Valeo's clients and transforming cybersecurity into a genuine driver of business success.
Jan-2023: Marelli Holdings Co., Ltd. came into collaboration with Sibros, a software development company in San Jose, California. Through this collaboration, both the companies would develop some new and innovative solutions to unleash a diverse array of fresh customer advantages through a unified platform.
Jan-2023: Harman International Industries came into partnership with Ferrari, an Italian luxury sports car manufacturer based in Maranello, Italy. Through this partnership, Ferrari would focus on bringing the next generation of in-cabin experiences to market with the help of Harman International Industries. Additionally, Ferrari intends to utilize HARMAN's Ready Upgrade hardware and software solutions to efficiently and affordably introduce fully customizable consumer electronics-grade experiences in all their vehicle models.
Sep-2022: BlackBerry Limited came into partnership with L-SPARK Accelerator, a Canadian tech accelerator that specializes in helping early-stage B2B SaaS companies grow and succeed. Through this partnership, both companies would work together to develop Vehicles and IoT devices that can be more reliable, secure, and scalable, ensuring greater safety.
Feb-2022: Robert Bosch GmbH came into partnership with Microsoft Corporation, an American multinational technology corporation headquartered in Redmond, Washington. Through this partnership, Bosch would streamline and expedite the creation and implementation of software for vehicles, ensuring that it will comply with the established standards for automotive quality across the entire lifespan of the vehicle.
Apr-2020: Marelli Holdings Co., Ltd. came into partnership with Transphorm Inc., a semiconductor company focused on producing transistors made from gallium nitride for use in switched-mode power supplies. Through this partnership, Marelli and Transphorm were engaged in the sharing of expertise and information to develop innovative power conversion solutions for the automotive and electric vehicle (EV) industry.
Market Segments covered in the Report:
By Offering
By Application
By Vehicle Type
By Geography
Companies Profiled
Unique Offerings from KBV Research