利用 SDV（軟件定義車輛）實現下一代消費者體驗

全球 SDV（軟件定義汽車）市場規模預計將從 2022 年的 86 億美元增長到 2031 年的 1105 億美元，基於市場上可用的汽車總數。 SDV 也被認為有可能改變汽車行業，從新的應用程序和服務中產生數十億美元的收入。

本報告分析了 SDV 的全球市場、SDV 帶來的全新乘客體驗以及推動 SDV 實施所需的行業變化，提出了市場挑戰、業務案例、機遇、實施挑戰，我們提供了市場等信息按細分市場和地區劃分的預測。

內容

第 1 章執行摘要

• 簡介
  • 市場驅動因素
  • 市場壁壘
• 範圍
• 世界市場展望

第二章市場問題

• 市場概覽
  • SDV 的定義
• 市場驅動因素
  • 消費者期望
  • 下一代用例
  • 作為第三空間營銷媒介的汽車
• 市場障礙和挑戰
  • 組織結構
  • 開發過程
  • 人才庫
  • 供應鏈轉型
  • 技術集成、複雜硬件、許可

第三章技術問題

• 技術概覽
• SDV 情況
  • 硬件
  • SDV 架構
  • 功耗
  • 網絡安全
  • 責任

第 4 章行業主要參與者

• 概覽
  • Blackberry QNX
  • Envisics
  • Foxconn
  • General Motors Ultifi
  • Nvidia
  • Qualcomm
  • Red Hat
  • Seeing Machines
  • Stellantis
  • Xperi
  • 他

第五章市場預測

• 範圍
• 信息來源和研究方法
• 結果
  • 整個 SDV 市場
  • 兼容聯網車輛和 OTA 兼容車輛的整個市場
  • 汽車 OTA 訂閱服務市場
  • 車載支付市場
  • 車載流媒體內容和遊戲市場
  • 2 級、2+ 級和 3 級功能車輛市場
  • HUD/AR HUD 市場

第 6 章結論和建議

• 簡介
• 專注於高級升級和體驗
• ADAS 的標準化和安定性的避免
• 早期合作夥伴
• 思維和設計的變化
• 向其他行業學習
• 與監管機構和消費者權益保護團體合作

第 7 章縮略語列表

第 8 章目錄

第9章圖表

第 10 章：範圍、來源和方法，註釋

Software-defined vehicles (SDVs) could transform the automotive industry-generating billions in revenue from new applications and services. Over the next decade and beyond, automakers' large investments will bring new vehicles to market that are designed to function as more than a means of transportation. SDVs will become a third space in which consumers can engage in experiences such as working, gaming, or escaping from the outside environment. SDVs' new mediums and use cases are the focus of this Guidehouse Insights report.

Major automakers project that more than $100 billion can be generated from over the air updates and other services, but many factors challenge these multiples: regulatory uncertainties, lack of industry expertise, and evolving business models. To generate the most revenue possible, automakers will likely focus on providing unique upgrades for their premium vehicle lineups, while increasing the number of premium models they offer. At the same time, a new automotive ecosystem is taking shape whose value chain is significantly different from the traditional Tier 2 > Tier 1 > OEM structure. Guidehouse Insights expects the total annual revenue generated from SDVs to grow from $8.6 billion in 2022 to $110.5 billion in 2031, based on the total addressable vehicles in the market.

This Guidehouse Insights report analyzes the global market for SDVs, the new passenger experiences they will enable, and the industry changes needed to facilitate their implementation. It provides an analysis of SDV market issues, business cases, opportunities, and implementation challenges. Global market forecasts for capacity and revenue, broken out by segment and region, extend through 2031. The report examines key SDV technologies and use cases and profiles key market players.

Table of Contents

1. Executive Summary

• 1.1. Introduction
  • 1.1.1. Market Drivers
  • 1.1.2. Market Barriers
• 1.2. Scope
• 1.3. Global Market Outlook

2. Market Issues

• 2.1. Market Overview
  • 2.1.1. Defining Software-Defined Vehicles
• 2.2. Market Drivers
  • 2.2.1. Consumer Expectations
    • 2.2.1.1. Software-Defined Functionality and User Experience
    • 2.2.1.2. Active Safety Systems
  • 2.2.2. Next-Generation Use Cases
    • 2.2.2.1. Head-up Displays and Augmented Reality Head-up Displays
    • 2.2.2.2. Driver and Occupant Monitoring Systems
    • 2.2.2.3. Over-the-Air Updates and Subscriptions
  • 2.2.3. The Car as a Third Space and Marketing Medium
    • 2.2.3.1. Augmented Reality
    • 2.2.3.2. AI Voice
    • 2.2.3.3. Streaming Media and Video on Demand
    • 2.2.3.4. Gaming
    • 2.2.3.5. Closed-Loop Commerce and Payments
• 2.3. Market Barriers and Challenges
  • 2.3.1. Organizational Structure
  • 2.3.2. Development Processes
  • 2.3.3. Talent Pool
  • 2.3.4. Shifts in Supply Chain
  • 2.3.5. Technical Integration, Complex Hardware, and Licensing

3. Technology Issues

• 3.1. Technology Overview
• 3.2. Software-Defined Vehicle Landscape
  • 3.2.1. Hardware
    • 3.2.1.1. Hardware as a Foundation
    • 3.2.1.2. Decoupling Hardware and Software
  • 3.2.2. SDV Architecture
    • 3.2.2.1. Zonal Electrical and Electronics Architecture
    • 3.2.2.2. Onboard Software Platform
      • 3.2.2.2.1. Operating System Kernel
      • 3.2.2.2.2. Middleware Layer
      • 3.2.2.2.3. Microservices
      • 3.2.2.2.4. Edge Computing
  • 3.2.3. Power Consumption
  • 3.2.4. Cybersecurity
  • 3.2.5. Liability

4. Key Industry Players

• 4.1. Overview
  • 4.1.1. Blackberry QNX
  • 4.1.2. Envisics
  • 4.1.3. Foxconn
  • 4.1.4. General Motors Ultifi
  • 4.1.5. Nvidia
  • 4.1.6. Qualcomm
  • 4.1.7. Red Hat
  • 4.1.8. Seeing Machines
  • 4.1.9. Stellantis
  • 4.1.10 Xperi
  • 4.1.11 Additional Key Market Participants

5. Market Forecasts

• 5.1. Scope
• 5.2. Sources and Methodology
• 5.3. Results
  • 5.3.1. Overall Software-Defined Vehicle Market
  • 5.3.2. Total Addressable Connected and OTA-Capable Vehicle Market
  • 5.3.3. Automotive OTA Subscriptions and Services Market
  • 5.3.4. In-Vehicle Payments Market
  • 5.3.5. In-Vehicle Streaming Content and Gaming Market
  • 5.3.6. Vehicles with Level 2, 2+, or 3 Capabilities Market
  • 5.3.7. HUDs and AR HUDs Market

6. Conclusions and Recommendations

• 6.1. Introduction
• 6.2. Focus on Premium Upgrades and Experiences
• 6.3. Make ADAS Standard and Avoid Shakedowns
• 6.4. Partner Early
• 6.5. Shift in Thinking and Design
• 6.6. Learning from Other Industries
• 6.7. Regulatory Body and Consumer Advocacy Group Engagement

7. Acronym and Abbreviation List

8. Table of Contents

9. Table of Charts and Figures

10. Scope of Study, Sources and Methodology, Notes

LIST OF CHARTS AND FIGURES

• Total Software Defined Vehicle Revenue, World Markets: 2022-2031
• Vehicles Sold With Level 2, 2+, or 3 Automation Capabilities, World Markets 2022-2031
• Annual HUD & AR HUD Units Sold, World Markets 2022-2031
• Total Addressable Connected & OTA-Capable Vehicles On the Road, World Markets: 2022-2031
• Annual Automotive Subscription & Services Revenue, World Markets: 2022-2031
• In-Vehicle Streaming Content & Gaming Revenue, World Markets: 2022-2031
• In-Vehicle Payments Revenue, World Markets: 2022-2031
• Annual Vehicles Sold With Level 2, 2+, or 3 Capabilities, World Markets 2022-2031
• Annual HUD and AR HUD Units Sold, World Markets 2022-2031
• Software-Defined Vehicle Breakdown
• SDV ADAS Systems
• AR HUD View
• In-Cabin Sensing Capabilities
• In-Vehicle Augmented Reality
• Three-Tiered Infotainment Display
• Traditional Software Development

LIST OF TABLES

• Vehicles Sold With Level 2, 2+, or 3 Automation Capabilities, World Markets 2022-2031
• Annual LDV Sales by Region, World Markets: 2022-2031
• Total Connected and OTA-Capable Vehicles on the Road, World Markets 2022-2031
• Total Addressable Connected and OTA-Capable Vehicles, World Markets 2022-2031
• Annual HUD and AR HUD Units Sold, World Markets, 2022-2031
• Annual HUD and AR HUD Units Sold, By Type, 2022-2031
• Total Addressable Connected and OTA-Capable Vehicles on the Road, World Markets 2022-2031
• Annual Vehicles OTA Subscription and Services Revenue, World Markets 2022-2031
• In-Vehicle Streaming Content and Gaming Revenue, World Markets: 2022-2031
• In-Vehicle Payments Revenue, World Markets: 2022-2031
• Total Software-Defined Vehicle Revenue, World Markets: 2022-2031
• OEM Actions to Facilitate and Foster SDV Innovation
• Nvidia DRIVE Offerings
• Snapdragon Features
• Seeing Machine Product Offerings
• Stellantis AI-Powered Platforms
• Xperi Solutions
• Additional Key SDV Market Participants