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市場調查報告書
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1408575

汽車作業系統:市場佔有率分析、產業趨勢與統計、2024-2029 年成長預測

Automotive Operating Systems - Market Share Analysis, Industry Trends & Statistics, Growth Forecasts 2024 - 2029

出版日期: | 出版商: Mordor Intelligence | 英文 120 Pages | 商品交期: 2-3個工作天內

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簡介目錄

汽車作業系統市場目前的市場規模為154.2億美元,預計未來五年將達到448.9億美元,預測期內複合年成長率為23.82%。

汽車作業系統-市場-IMG1

主要亮點

  • 電動和自動駕駛汽車的普及、車輛中 ADAS(高級駕駛輔助系統)功能的日益採用以及用戶介面 (UI) 增強的先進技術的介入預計將顯著推動市場成長。
  • 許多與連接相關的解決方案都得到了很好的整合,特別是在現代車輛中,它們主要需要網際網路服務來執行各自的功能。透過這種方式,車輛可以透過整合或嵌入式連接服務提供連接。透過智慧型手機和現代連接設備,您可以創建一個具有整體影響力的旅行目的地,為車內的每個設備提供網路存取。未來,連接解決方案領域的成長預計將推動連網型汽車市場的成長,並顯著增加汽車作業系統市場的成長機會。
  • 此外,汽車產業在汽車連接、機器學習和 ADAS 方面取得了重大進展,使車輛能夠與其他車輛和外部設備通訊。這種連接提供了高效的流量管理、增強的安全功能以及改進的整體用戶體驗,從而導致對支援這些功能的作業系統的需求。
  • 例如,2022 年 9 月,Qualcomm Technologies, Inc. 與領先的開放原始碼解決方案提供商紅帽建立了業務夥伴關係,該解決方案主要用於汽車連接和遠端資訊處理、數位駕駛座和ADAS(高級駕駛員輔助)。它將為搭載 Snapdragon 數位底盤平台的下一代汽車提供功能安全認證 (ASIL-B)、基於 Linux 的作業系統,該平台是 Snapdragon 開發的一組可擴展、開放和雲端連接的平台。
  • 此外,重要的公司也在投資、與其他業務合併、投資新計畫,以擴大消費群並滿足各種應用的需求。例如,2023 年 2 月,梅賽德斯-奔馳宣布推出新作業系統 MB.OS,該作業系統將開始安裝在該公司新 MMA 平台支援的新車中。新作業系統將讓車主檢查一系列重要的安全功能,包括掃描道路的雷射雷達等,並允許在機艙主畫面上玩《憤怒的小鳥》等遊戲和《TikTok》等社群媒體。
  • 然而,隱私和安全相關問題等因素是全球汽車作業系統市場面臨的重大挑戰,並可能限制整個預測期內的市場成長機會。
  • COVID-19 的爆發已成為對汽車操作系統市場產生重大影響的關鍵因素。 COVID-19 大流行給製造商的穩定性和財務彈性帶來了巨大壓力,對市場成長產生了負面影響。然而,近年來,隨著許多公司轉向遠端工作環境並尋求汽車相關服務的進步,對汽車作業系統的需求不斷增加。

汽車作業系統市場趨勢

對聯網汽車和自動駕駛汽車的需求增加以及各種安全功能預計將推動市場發展

  • 隨著車輛擴大配備先進的安全和舒適功能,例如車輛資訊娛樂和 ADAS(高級駕駛員輔助系統),該市場正在快速成長。由於乘客安全性和舒適性意識的增強,整合 ADAS(高級駕駛輔助系統)功能的自動駕駛汽車的產量不斷增加,以及強制要求安全功能的各種政府法規正在推動市場需求。
  • 全球汽車產業的整體動態也在快速變化。此外,自動駕駛和自動駕駛車輛的接受度不斷提高也對整體市場成長做出了重大貢獻。預計這將在預測期內提供廣泛的利潤豐厚的成長機會。
  • 此外,印度、中國和美國有關 ADAS 要求的法規不斷增加,要求所有車輛配備各種系統,包括停車系統輔助,這導致汽車製造商正在採取各種重要措施來裝備汽車和具有這些功能的車輛。 ADAS 功能曾經僅適用於高檔汽車,現在已包含在其他車輛領域。這些系統也可作為非豪華汽車的選配設備。如今,這些重要功能也適用於商用車。
  • 2023年7月,oToBrite推出了oToGuard,這是世界上第一個用於重型商用車的一體式ADAS系統。只需一個德州儀器(TI) TDA4 汽車處理器即可實現AVM、MOIS (UN R159)、BSIS (UN R151)、BSD、FCW/HWM/PCW、LDW (UN R130)、DMS 以及ACC、LKA 等10多種ADAS 功能可實現包括L2+ADAS感知功能。一套系統可以滿足多項聯合國法規,同時提高重型商用車的整體安全性。
  • 根據LexisNexis PatentSight統計,截至2022年12月31日,豐田汽車的專利組合包括1,823個活躍專利系列,使該公司成為全球自動駕駛專利持有者,而百度和本田汽車的專利組合分別包括1,209個和908個活躍專利系列。這些活躍專利系列總數的增加預計將倍增市場成長機會。
汽車作業系統-市場-IMG2

北美獲得主要市場佔有率

  • 預計北美將在預測期內主導市場。這主要是由於強大而成熟的汽車公司叢集以及微軟和谷歌等全球重要科技公司的所在地等因素,使該地區成為自動駕駛汽車的先驅。特別是在美國,自動駕駛汽車已經在德克薩斯州、加利福尼亞州、華盛頓州、亞利桑那州和密西根州等多個州進行測試和使用。
  • 近年來,中國推出的自動駕駛汽車車型總數大幅增加,汽車參與企業的自動駕駛系統開發也不斷取得進展。此外,預計在整個預測期內將繼續保持整體成長率。
  • 2022 年 5 月,通用汽車與全球開放原始碼解決方案供應商紅帽公司合作,協助推進邊緣軟體定義汽車。兩家公司期待主要透過紅帽汽車作業系統來擴展其創新生態系統,該系統為通用汽車 Ultifi 軟體平台的持續發展提供功能安全認證的 Linux 作業系統基礎。紅帽公司與通用汽車之間的合作是技術與交通行業融合的一個重要時刻,因為紅帽的雲原生、企業級、開放原始碼操作系統繼 Ultifi 的首次推出之後,推動了通用汽車軟體的整體發展-定義的車輛程序。這將使兩家公司能夠在典型開發時間的一小部分時間內可靠、負責任地向客戶提供更有價值的功能。
  • 此外,2023年9月,Google雲端與科技公司大陸集團建立策略合作夥伴關係,為汽車產業提供靈活、創新、面向未來的數位解決方案。此次合作將把大陸集團的汽車技術專業知識與Google的資料和人工智慧技術相結合,打造新一代高效、安全和以用戶為中心的汽車解決方案。此外,兩家公司期待未來將策略夥伴關係拓展到更多合作領域,旨在進一步打造汽車互聯和客戶體驗。

汽車作業系統產業概況

汽車作業系統產業包括各種主要企業,包括微軟公司、黑莓有限公司、Nvidia公司、Alphabet公司和西門子公司。這些公司為汽車技術和作業系統的發展做出了重大貢獻。

2023 年 7 月,領先的汽車安全軟體供應商 TTTech Auto 與發布/訂閱/查詢協議創新者 ZettaScale Technology 合作,宣布推出突破性的 Zetta Auto 平台。兩家公司利用各自的技術優勢,成為汽車產業整合通訊解決方案的先驅。最初,這些公司的重點是提高服務導向的架構(SOA)通訊的安全性、效能和可預測性。此外,Zetta Auto 旨在彌合雲端和微控制器系統之間的通訊差距,滿足產業的關鍵需求。

BlackBerry Limited 於 2023 年 5 月發布了 QNX 軟體開發平台 (SDP) 8.0。 QNX 軟體開發平台(SDP) 8.0 是一個基於鏡像的軟體開發平台,旨在幫助汽車製造商和物聯網系統開發人員以更低的成本開發更強大的產品,同時不犧牲安全性、安全性或可靠性。這是一個臨時版本。 SDP 8.0 由先進的新世代作業系統 QNX 提供支持,是 QNX 嵌入式作業系統產品的巔峰之作。此版本充分利用了物聯網系統開發商和汽車製造商青睞的越來越多的多核心處理器。此版本反映了利用 BlackBerry QNX 領先的知識產權和高效能 EDGE 運算方面的豐富經驗進行的廣泛研究和開發工作。

其他福利:

  • Excel 格式的市場預測 (ME) 表
  • 3 個月分析師支持

目錄

第1章簡介

  • 研究成果
  • 研究場所
  • 調查範圍

第2章調查方法

第3章執行摘要

第4章市場動態

  • 市場概況
  • 市場促進因素
    • 對聯網汽車和自動駕駛汽車的需求增加
    • 人工智慧和機器學習技術在汽車系統中的整合
  • 市場抑制因素
    • 對資料隱私和網路安全的擔憂
  • 價值鏈/供應鏈分析
  • 波特五力分析
    • 新進入者的威脅
    • 買家/消費者的議價能力
    • 供應商的議價能力
    • 替代品的威脅
    • 競爭公司之間敵對關係的強度

第5章市場區隔

  • 作業系統類型
    • QNX
    • Linux
    • Android
    • Windows
    • 其他作業系統類型
  • 汽車模型
    • 小客車
    • 商用車
  • 應用程式類型
    • 資訊娛樂系統
    • ADAS 與安全系統
    • 連網型服務
    • 車身控制與舒適系統
    • 引擎控制和動力傳動系統
    • 其他使用類型
  • 地區
    • 北美洲
    • 歐洲
    • 亞太地區
    • 拉丁美洲
    • 中東/非洲

第6章 競爭形勢

  • 公司簡介
    • BlackBerry Ltd
    • Green Hills Software
    • Wind River Systems
    • Luxoft
    • DXC Technology
    • Microsoft Corporation
    • Alphabet Inc.
    • Nvidia Corporation
    • Renesas Electronics Corporation
    • Siemens AG

第7章 市場機會及未來趨勢

簡介目錄
Product Code: 50001211
Automotive Operating Systems - Market - IMG1

The automotive operating systems market is valued at USD 15.42 billion in the current year and is expected to register a CAGR of 23.82% during the forecast period to become USD 44.89 billion by the next five years.

Key Highlights

  • The surge in the penetration of electric and autonomous vehicles, the rise in the adoption of advanced driver assistance systems (ADAS) features in cars, and the interference of advanced technologies for enhanced user interface (UI)are anticipated to drive the market's growth significantly.
  • Many connectivity-related solutions are well integrated into modern cars that primarily require Internet service, especially to perform their respective functions. Thus, a car can provide connectivity through integrated and embedded connectivity services. With the help of a smartphone or a modern connectivity device, an overall impact travel spot can be created to present Internet access to all the devices within the car. Henceforth, the increase in the field of connectivity solutions will enhance the growth of the connected cars market, which will considerably augment the automotive operating systems market's growth opportunities.
  • Moreover, the automotive industry has witnessed significant advancement in-vehicle connectivity, machine learning, and ADAS, allowing vehicles to communicate with other vehicles and external devices. This connectivity offers efficient traffic management, enhances safety features, and improves the overall user experience, leading to this demand for operating systems supporting these features.
  • For instance, in September 2022, Qualcomm Technologies, Inc. declared that it is operational with Red Hat, a leading provider of open-source solutions, to bring functional-safety certified (ASIL-B) Linux-based operating systems to next-generation vehicles that mainly utilize Snapdragon Digital Chassis platforms, a set of scalable and open cloud-connected platforms primarily built for automotive connectivity and telematics, digital cockpit, and advanced driver assistance.
  • Furthermore, to increase their consumer base and better meet their demands across various applications, significant companies are also investing, merging with other businesses, and investing in new projects. For instance, in February 2023, Mercedes-Benz declared it's got a new operating system, MB.OS that would start appearing on new vehicles underpinned by the company's new MMA platform. Owners would witness various crucial safety features such as road-scanning lidar, especially due to the new operating system, and games like Angry Birds and social media such as TikTok would be available on the cabin-dominating screens.
  • However, factors like privacy and security-related concerns are the significant challenges the global automotive operating systems market faces, which could restrict the market's growth opportunities throughout the forecast period.
  • The COVID-19 pandemic emerged as a significant factor that had a profound impact on the automotive operating systems market. It exerted enormous pressure on manufacturers' stability and financial resilience, leading to adverse effects on the market's growth. However, as most companies transitioned to remote working environments and explored advancements in automotive-related services, the demand for automotive operating systems grew in recent times.

Automotive Operating Systems Market Trends

Increase in demand for connected and autonomous vehicles along with various safety features is expected to drive the market

  • The surge in the integration of advanced safety and comfort features in the vehicle, like vehicle infotainment, advanced driver assistance systems, and many others, is witnessing major growth in the market. Growing production of autonomous vehicles with integrated advanced driver assistance systems (ADAS) features in the wake of increasing awareness toward the safety and comfort of passengers, as well as various government regulations mandating safety features, are expected to drive demand in the market.
  • The overall dynamics of the global automotive industry are also changing at a rapid pace. Moreover, the increasing acceptance of self-driving and automated vehicles further contributes to the total growth of the market significantly. This is anticipated to bring a broad range of lucrative growth opportunities throughout the forecast period.
  • Also, due to a rise in the regulations on ADAS requirements, like mandatory installation of various systems, including parking system assistance in all cars in India, China, the United States, etc., the automakers are making various significant efforts to include these features in most of their vehicles and cars. The ADAS features, which were only available in the premium cars, are now being brought to other car segments as well. These systems are being provided as optional equipment in cars other than high-end vehicles. In recent days, these crucial features are also being provided in commercial vehicles as well.
  • In July 2023, oToBrite introduced its product, oToGuard, the world's first all-in-one ADAS system for heavy commercial vehicles. With only one Texas Instruments TDA4 automotive processor, it can allow more than 10 ADAS features such as AVM, MOIS (UN R159), BSIS (UN R151), BSD, FCW/HWM/PCW, LDW (UN R130), DMS, as well as L2+ADAS perception features like ACC, LKA, and more. While augmenting the overall safety of heavy commercial vehicles, it can also comply with multiple UN regulations in just one system.
  • As per LexisNexis PatentSight, as of December 31, 2022, Toyota Motor's patent portfolio included 1,823 active patent families, which made the company the world's significant owner of autonomous driving patents, whereas Baidu and Honda Motor's patent portfolio included 1,209 and 908 active patent families respectively. A rise in the total count of these active patent families is thus expected to create significant growth opportunities for the market exponentially.
Automotive Operating Systems - Market - IMG2

North America Captured a Major Market Share

  • North America is expected to dominate the market in the forecast period. It is mainly due to factors like strong and established automotive company clusters and also being the home for the world's significant technology companies like Microsoft, Google, etc., the region has been a pioneer in regard to autonomous vehicles. Particularly in the United States, self-driving cars have already been tested and used in Texas, California, Washington, Arizona, Michigan, and various other states of the United States.
  • The country has been significantly maximizing the total number of launches of autonomous car models, as well as the development of vehicle autonomous systems among the players in the entire automotive industry, over the past few years. Furthermore, it is expected to continue its overall growth rate throughout the forecast period.
  • In May 2022, General Motors and Red Hat Inc., the global provider of open-source solutions, collaborated to assist advance software-defined vehicles at the edge. The companies primarily expect to extend an ecosystem of innovation throughout the Red Hat In-Vehicle Operating System, which delivers a functional-safety certified Linux operating system foundation that is intended for the ongoing evolution of GM's Ultifi software platform. This collaboration between Red Hat and GM is a noteworthy moment in the convergence of the technology and transportation industries, with Red Hat's cloud-native, enterprise-grade open-source operating system boosting the overall development of GM's software-defined vehicle programs following Ultifi's initial launch. This would allow both companies to provide customers with more valuable features reliably and responsibly in a fraction of the typical development time.
  • Also, in September 2023, Google Cloud and technology company Continental entered into a strategic partnership to provide flexible, innovative, and future-oriented digital solutions for the automotive industry. The partnership would combine Continental's expertise in automotive technology with Google's data and AI technologies to build a new generation of efficient, safe, and user-focused automotive solutions. Furthermore, the two parties expect to extend their strategic partnership into additional fields of collaboration in the future, with the aim of building greater in-car connectivity and experiences for the customers.

Automotive Operating Systems Industry Overview

The automotive operating systems industry features a diverse array of key players, including Microsoft Corporation, BlackBerry Ltd, Nvidia Corporation, Alphabet Inc., and Siemens AG. These companies contribute significantly to the evolution of automotive technology and operating systems.

In July 2023, TTTech Auto, a leading provider of automotive safety software, joined forces with ZettaScale Technology, an innovator in pub/sub/query protocols, to introduce the groundbreaking Zetta Auto platform. Leveraging their respective technological strengths, these two firms are pioneering a unified communication solution for the automotive sector. Initially, their focus was on enhancing the safety, performance, and predictability of Serviced-Oriented Architecture (SOA) communication. Furthermore, Zetta Auto aims to bridge the gap in communication between cloud and microcontroller systems, addressing a critical need in the industry.

In May 2023, BlackBerry Limited unveiled the QNX Software Development Platform (SDP) 8.0, a game-changing release designed to empower automakers and IoT systems developers to create more potent products at reduced costs without compromising on security, safety, or reliability. Powered by the advanced next-generation QNX operating system, SDP 8.0 represents the pinnacle of the company's embedded OS offerings. This release maximizes the performance capabilities of the growing number of multi-core processors preferred by IoT systems developers and automakers. It reflects extensive research and development efforts that leverage BlackBerry QNX's top-notch intellectual property and extensive experience in high-performance EDGE computing.

Additional Benefits:

  • The market estimate (ME) sheet in Excel format
  • 3 months of analyst support

TABLE OF CONTENTS

1 INTRODUCTION

  • 1.1 Study Deliverables
  • 1.2 Study Assumptions
  • 1.3 Scope of the Study

2 RESEARCH METHODOLOGY

3 EXECUTIVE SUMMARY

4 MARKET DYNAMICS

  • 4.1 Market Overview
  • 4.2 Market Drivers
    • 4.2.1 Increase in demand for connected and autonomous vehicles
    • 4.2.2 Integration of AI and machine learning technologies in automotive systems
  • 4.3 Market Restraints
    • 4.3.1 Concerns about data privacy and cyber security
  • 4.4 Value Chain / Supply Chain Analysis
  • 4.5 Porter's Five Forces Analysis
    • 4.5.1 Threat of New Entrants
    • 4.5.2 Bargaining Power of Buyers/Consumers
    • 4.5.3 Bargaining Power of Suppliers
    • 4.5.4 Threat of Substitute Products
    • 4.5.5 Intensity of Competitive Rivalry

5 MARKET SEGMENTATION

  • 5.1 Operating System Type
    • 5.1.1 QNX
    • 5.1.2 Linux
    • 5.1.3 Android
    • 5.1.4 Windows
    • 5.1.5 Other Operating System Types
  • 5.2 Vehicle Type
    • 5.2.1 Passengers Cars
    • 5.2.2 Commercial Vehicles
  • 5.3 Application Type
    • 5.3.1 Infotainment System
    • 5.3.2 ADAS and Safety System
    • 5.3.3 Connected Service
    • 5.3.4 Body Control and Comfort Systems
    • 5.3.5 Engine Management and Powertrain
    • 5.3.6 Other Application Types
  • 5.4 Geography
    • 5.4.1 North America
    • 5.4.2 Europe
    • 5.4.3 Asia Pacific
    • 5.4.4 Latin America
    • 5.4.5 Middle East and Africa

6 COMPETITIVE LANDSCAPE

  • 6.1 Company Profiles
    • 6.1.1 BlackBerry Ltd
    • 6.1.2 Green Hills Software
    • 6.1.3 Wind River Systems
    • 6.1.4 Luxoft
    • 6.1.5 DXC Technology
    • 6.1.6 Microsoft Corporation
    • 6.1.7 Alphabet Inc.
    • 6.1.8 Nvidia Corporation
    • 6.1.9 Renesas Electronics Corporation
    • 6.1.10 Siemens AG

7 MARKET OPPORTUNITIES AND FUTURE TRENDS