全球軟件定義汽車 (SDV) 市場:戰略洞察力和增長機會

電氣化、自動駕駛、共享移動性和連接性等技術的融合正在推動原始設備製造商從傳統的硬點定義架構轉向面向軟件的架構。

本報告對全球 SDV（軟件定義車輛）市場進行了研究分析，深入分析了影響市場的主要趨勢，包括增長動力、增長限制和市場收入預測。我在這裡.

內容

戰略要務

• 為什麼越來越難成長？
• 戰略要務 8 (TM)
• 三大戰略要務對 SDV（軟件定義汽車）行業的影響
• 增長機會推動增長 Pipeline Engine(TM)

成長環境

• 分析範圍
• 什麼是 SDV？
• SDV 的特點
• 導致 SDV 的主要趨勢
• 增長動力
• 抑制增長的因素
• SDV 的生命週期
• SDV 組件
• SDV 的倡議

硬件模塊

• E/E 架構的演變
• 各種 E/E 架構的特點
• E/E 架構的演進之路
• 支持硬件和軟件分離的集中式架構
• 選擇硬件模塊中的 OEM 活動
• 案例研究:Snapdragon 數字機箱
• 案例研究:從特斯拉部分區域架構到全區域架構
• 案例研究:STLA BRAIN 平台

車輛操作系統（OS）

• 主要趨勢
• SDV 操作系統遷移
• 操作系統概述
• 車載操作系統的高層結構
• 車載操作系統要求
• 車載操作系統開發策略
• 操作系統價值鏈
• OEM 活動
• 操作系統基準測試
• 案例研究:Android 的興起
• 案例研究:Android 汽車操作系統
• 案例研究:VW.OS
• 案例研究:MB.OS
• 案例研究:黑莓車載操作系統組件

中間件

• 汽車中間件
• 汽車中間件協議比較
• 案例研究:自動駕駛的中間件要求
• 案例研究:ZF 中間件

連通性

• 車輛連接的演變
• 按地區劃分的內置連接
• 自動化雲戰略的重要性
• OEM 的雲戰略概況
• OTA 更新以允許點播功能
• 雲網絡和服務領域的領先雲參與者
• 雲網絡中的 OEM 合作夥伴關係和活動
• 案例研究:亞馬遜的互聯汽車生態系統

網絡安全

• 汽車網絡安全:可能的攻擊場景和影響
• SDV 中的網絡攻擊場景
• 分層網絡安全方法
• 車輛軟件和系統的網絡風險評估
• 汽車網絡安全價值鏈
• 各種類型的汽車網絡安全解決方案
• SDV 中的網絡安全威脅概述
• OEM 網絡安全合作夥伴關係和戰略概述
• 汽車網絡安全公司:比較分析
• 半導體和芯片製造商:比較分析
• 汽車一級供應商:比較分析
• 案例研究:博世網絡安全
• 案例研究:Cybellum Digital Twin(TM) 平台
• 案例研究:哈曼網絡安全和 WP.29 合規服務

SDV 對汽車價值鏈的影響

• 傳統汽車價值鏈
• SDV 生態系統、威脅和機遇
• 通過 SDV 生命週期創造價值
• SDV 帶來的全新商業模式
• SDV 的機遇和新價值鏈
• Tier 0.5 的出現
• 一級的角色
• 數字汽車和點播功能的出現
• OEM 基準
• 結論

增長機會領域

• 增長機會 1:SDV 開闢了產生經常性收入的新途徑
• 增長機會 2:一家軟件公司因其新價值鏈而備受關注
• 增長機會 3:IT 公司幫助汽車製造商開發技術訣竅

下一步

Future Growth Potential in the Automotive Industry Hinges on a Service-oriented Architecture with Repeatable Avenues of Revenue Generation

Original equipment manufacturers (OEMs) used to differentiate their products based on mechanical features. Today, however, consumers are increasingly looking for features defined by software, such as driver assistance, connectivity, and comfort-convenience services. The convergence of technologies including electrification, autonomous driving, shared mobility, and connectivity is causing OEMs to migrate from the traditional hardpoint-defined architecture to a software-oriented architecture. Meanwhile, these trends are reshaping customer expectations and forcing OEMs to address them in new generation vehicles, thereby turning vehicles into software on wheels.

Similar to the mobile phone industry, the automotive industry is experiencing a sort of rebirth. The traditional business models of generating revenue cyclically are being challenged by continuous cash flow generation throughout the vehicle life cycle. Beyond unlocking new safety, comfort, and convenience features, software-defined vehicle (SDVs) have several advantages compared to their hardware-defined counterpart. SDVs allow customers over-the-air (OTA) updates that cover firmware patches; infotainment to receive improvements; monitoring and tuning of core functional capabilities, such as powertrain and vehicle dynamics; and feature-on-demand comfort-convenience services. This allows OEMs the opportunity to improve and upgrade vehicles on the go throughout their life cycle while generating revenue from feature-on-demand services, which culminates in deeper, more connected relationships with customers.

SDVs, therefore, are at the forefront of monumental changes in the automotive industry. This research service aims to provide an overview of trends impacting SDVs. It discusses the impact of these trends on the growth and deployment strategies of different OEMs and suppliers in the market.

Key Issues Addressed:

• What are the technological advancements shaping SDVs?

• What change in development approach did SDVs cause?

• What are software platforms? Will software players elevate from a Tier 2/3 supplier space to Tier 0.5?

• What are the opportunities for OEMs and other stakeholders in the value chain?

• How are OEMs transitioning from a hardware-centric to a software-centric approach?

Table of Contents

Strategic Imperatives

• Why Is It Increasingly Difficult to Grow?
• The Strategic Imperative 8™
• The Impact of the Top 3 Strategic Imperatives on the Software-defined Vehicle (SDV) Industry
• Growth Opportunities Fuel the Growth Pipeline Engine™

Growth Environment

• Scope of Analysis
• What is an SDV?
• Characteristics of SDVs
• Major Trends Leading to SDVs
• Growth Drivers
• Growth Drivers (continued)
• Growth Restraints
• Life Cycle of an SDV
• Building Blocks of SDVs
• Approaches to SDVs

Hardware Module

• Evolution of E/E Architecture
• Characteristics of Different E/E Architecture
• Pathways to E/E Architecture Evolution
• Centralized Architecture Allowing HW and SW Decoupling
• Select OEM Activity in the HW Module
• Case Study: Snapdragon Digital Chassis
• Case Study: Tesla Partial Zonal Architecture to Full Zonal Architecture
• Case Study: STLA BRAIN Platform

Vehicle Operating System (OS)

• Major Trends
• OS Migration for SDV
• OS Overview
• High-level Structure of an Automotive OS
• Automotive OS Requirements
• Strategies for Vehicle OS Development
• OS Valuechain
• OEM Activity
• OEM Activity (continued)
• OEM Activity (continued)
• OS Benchmarking
• Case Study: The Ascent of Android
• Case Study: Android Automotive OS
• Case Study: VW.OS
• Case Study: MB.OS
• Case Study: Blackberry In-vehicle OS Components

Middleware

• Automotive Middleware
• Automotive Middleware Protocol Comparison
• Case Study: Middleware Requirement for Autonomous Driving
• Case Study: ZF Middleware

Connectivity

• Evolution of Vehicle Connectivity
• Embedded Connectivity by Region
• Importance of Auto Cloud Strategies
• Snapshot of OEMs' Cloud Strategy
• OTA Update Allowing Features on Demand
• Primary Cloud Players in Cloud Networking and Offerings
• OEM Partnerships and Activity in Cloud Networking
• OEM Partnerships and Activity in Cloud Networking (continued)
• Case Study: Amazon's Connected Vehicle Ecosystem

Cybersecurity

• Automotive Cybersecurity: Possible Attacks Scenarios and Impact
• Cyberattack Scenarios in SDVs
• Layered Cybersecurity Approach
• Vehicle SW and System Cyberrisk Assessment
• Automotive Cybersecurity Value Chain
• Different Types of Cybersecurity Solutions in Vehicles
• Overview of Cybersecurity Threats in an SDV
• Overview of OEM Cybersecurity Partnerships and Strategies
• Overview of OEM Cybersecurity Partnerships and Strategies (continued)
• Automotive Cybersecurity Companies: Comparative Analysis
• Automotive Cybersecurity Companies: Comparative Analysis (continued)
• Semiconductor and Chip Manufacturers: Comparative Analysis
• Automotive Tier I Suppliers: Comparative Analysis
• Automotive Tier I Suppliers: Comparative Analysis (continued)
• Case Study: Bosch Cybersecurity
• Case Study: Cybellum Digital Twins™ Platform
• Case Study: Harman Cybersecurity and WP.29 Compliance Services

Impact of SDV on Automotive Value Chain

• Traditional Automotive Value Chain
• SDV Ecosystem, Threats, and Opportunities
• Value Creation Throughout the Life Cycle of an SDV
• SDVs Lead to New Business Models
• Opportunities and New Value Chain in SDV
• Emergence of Tier 0.5
• Role of Tier I
• Emergence of the Digital Car and Features on Demand
• OEM Benchmarking
• The Last Word

Growth Opportunity Universe

• Growth Opportunity 1: SDVs Opening New Avenues for Repeatable Revenue Generation
• Growth Opportunity 1: SDVs Opening New Avenues for Repeatable Revenue Generation (continued)
• Growth Opportunity 1: SDVs Opening New Avenues for Repeatable Revenue Generation (continued)
• Growth Opportunity 2: Software Players to Find Prominence in New Value Chain
• Growth Opportunity 2: Software Players to Find Prominence in New Value Chain(continued)
• Growth Opportunity 3: IT Companies Assisting Automakers to Develop Technology Know-how
• Growth Opportunity 3: IT Companies Assisting Automakers to Develop Technology Know-how (continued)

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