車上用軟體支出的成長機會

Growth Opportunities for In-Vehicle Software Spending

出版日期: 2023年10月26日 | 出版商:

Frost & Sullivan | 英文 91 Pages | 商品交期: 最快1-2個工作天內

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簡介目錄

家電、IT和汽車產業的整合將為約半數的汽車軟體創造巨大的付加。

目的地設備製造商（ OEM ）過去是根據機械特徵來區分其產品。但如今，消費者對軟體定義功能的要求越來越高，例如駕駛輔助、連接性以及舒適和便利服務。電動、自動駕駛、共享行動和連接等技術領域的融合推動OEM從傳統的硬點定義架構轉向軟體導向的架構。這些趨勢重塑客戶的期望，並迫使OEM以新一代汽車做出回應，將汽車變成車輪上的軟體。

與行動電話產業一樣，汽車產業也經歷某種程度的復興。產業公司將更多的研發預算投入軟體開發上，並且擴大向軟體公司轉型。 OEM根據自己的能力，採取不同的策略來開發自己的軟體，包括內部開發和與合作夥伴共同開發。

本研究包括汽車軟體開發產業開發成本的研究、分析、預測和概述。它目的是概述影響軟體開發的趨勢，並考察這些趨勢如何影響OEM、供應商和行業相關人員的成長、部署和研發策略。

分析範圍
主要競爭
區隔
影響汽車產業軟體開發的主要趨勢
汽車產業SW發展趨勢
汽車產業的軟體生命週期
SW開發價值鍊與生態系統
SW依價值創造分類
汽車研發和汽車軟體開發成本市場概況
OEM SW開發策略比較分析
OEM基準化分析
OEM軟體開發要點
一級供應商比較分析
一級和軟體工程公司的主要要點
重點

產業SW發展策略

OEM軟體開發方法
策略1：透過外包/共同開發進行軟體開發
策略2：內部軟體開發
軟體開發的第一層方法
聯合軟體開發聯盟
價值鏈轉型

汽車市場規模

主要成長指標
全球汽車收益與出貨預測
全球汽車研發費用與汽車軟體開發費用預測
全球汽車軟體開發成本：依產業分類
全球汽車軟體開發成本：動力傳動系統
全球汽車軟體開發成本：ADAS 和 AD
全球汽車軟體開發成本：連線性（加上電腦網路安全）
全球汽車軟體開發成本：車身、舒適度、便利性
全球汽車軟體開發成本：其他
世界平均每輛車的汽車軟體投資

OEM簡介

汽車軟體策略與開發成本：BMW Group
汽車軟體策略及開發成本：Ford Motor Company
汽車軟體策略與開發成本：GM
汽車軟體策略與開發成本：Honda Motor Co., Ltd.
汽車軟體策略與開發成本：Hyundai Motor Group
汽車軟體策略與開發成本：Mercedes-Benz Group
案例研究：Mercedes-Benz MBition
汽車軟體策略與開發成本：：RNM Alliance
汽車軟體策略與開發成本：Stellantis
案例研究研究：Stellantis SW Center
汽車軟體策略與開發成本：Toyota Motor Corp.
案例研究：Woven
汽車軟體策略與開發成本：VW Group
案例研究：VW Group CARIAD Division
汽車軟體策略與開發成本：Volvo Cars

I 級概況

汽車軟體策略與開發成本：Aptiv PLC
汽車軟體策略與開發成本：Bosch
汽車軟體策略與開發成本：Continental AG
汽車軟體策略與開發成本：DENSO Corporation
汽車軟體策略與開發成本：Hyundai Mobis
汽車軟體策略與開發成本：Magna International
汽車軟體策略與開發成本：ZF Friedrichshafen AG

SW工程公司簡介

SW工程公司：BlackBerry Ltd.
SW工程公司：EB
SW工程公司：Green Hills Software
SW工程公司：Red Hat Inc.
SW工程公司：Wind River Systems

成長機會領域

成長機會1：OEM的SW組織化
成長機會2：支持汽車技術開發的純軟體公司
成長機會3：透過硬體和軟體分離持續產生收入

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簡介目錄

Product Code: PF1D-46

Industry Convergence between Consumer Electronics, IT, and Automotive Players to Create Major Value Add for Nearly Half of All Vehicle Software in Use

Original equipment manufacturers (OEMs) used to differentiate their products based on mechanical features. Today, however, consumers increasingly want features defined by software, such as driver assistance, connectivity, and comfort-convenience services. The convergence of technology areas including electrification, autonomous driving, shared mobility, and connectivity is causing OEMs to migrate from the traditional hardpoint-defined architecture to a software-oriented architecture. 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. Increasingly, industry participants are spending more R&D budget on software development and turning themselves into software companies. OEMs will deploy different strategies to develop proprietary software based on their capabilities, some developed in-house and others co-developed with partners.

This study includes research, analysis, forecasts, and an overview of industry spending on in-vehicle software development. It aims to provide an overview of trends impacting software development and a discussion on the impact these trends have on the growth, deployment, and R&D strategies of different OEMs, suppliers, and industry stakeholders.

Strategic Imperatives

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

Growth Environment

Scope of Analysis
Key Competitors
Segmentation
Major Trends Impacting SW Development in the Automotive Industry
SW Development Trends in the Automotive Industry
The SW Life Cycle in the Automotive Industry
SW Development Value Chain and Ecosystem
SW Categorization by Value Creation
Automotive R&D and In-vehicle SW Spending Market Snapshot
Comparative Analysis of OEM SW Development Strategies
OEM Benchmarking
SW Development Takeaways for OEMs
Comparative Analysis of Tier I Suppliers
Main Takeaways for Tier I and SW Engineering Players
Key Takeaways

Industry SW Development Strategies

OEM Approaches to SW Development
Strategy 1: Outsourced/Co-developed SW Development
Strategy 2: In-house SW Development
Tier I Approach to SW Development
Cooperative SW Development Consortia
Shift in Value Chain

In-Vehicle SW Spending Market Sizing

Key Growth Metrics
Global Automotive Revenue and Unit Shipment Forecast
Global Automotive R&D Spending & In-Vehicle SW Spending Forecast
Global In-vehicle SW Spending by Domain
Global In-vehicle SW Spending: Powertrain
Global In-vehicle SW Spending: ADAS and AD
Global In-vehicle SW Spending: Connectivity (Plus Cybersecurity)
Global In-vehicle SW Spending: Body, Comfort, and Convenience
Global In-vehicle SW Spending: Others
Global Average In-vehicle SW Spending per Vehicle

OEM Profiles

In-vehicle SW Strategy and Spending: BMW Group
In-vehicle SW Strategy and Spending: Ford Motor Company
In-vehicle SW Strategy and Spending: GM
In-vehicle SW Strategy and Spending: Honda Motor Co., Ltd.
In-vehicle SW Strategy and Spending: Hyundai Motor Group
In-vehicle SW Strategy and Spending: Mercedes-Benz Group
Case Study: Mercedes-Benz MBition
In-vehicle SW Strategy and Spending: RNM Alliance
In-vehicle SW Strategy and Spending: Stellantis
Case Study: Stellantis SW Center
In-vehicle SW Strategy and Spending: Toyota Motor Corp.
Case Study: Woven
In-vehicle SW Strategy and Spending: VW Group
Case Study: VW Group's CARIAD Division
In-vehicle SW Strategy and Spending: Volvo Cars

Tier I Profiles

In-vehicle SW Strategy and Spending: Aptiv PLC
In-vehicle SW Strategy and Spending: Bosch
In-vehicle SW Strategy and Spending: Continental AG
In-vehicle SW Strategy and Spending: DENSO Corporation
In-vehicle SW Strategy and Spending: Hyundai Mobis
In-vehicle SW Strategy and Spending: Magna International
In-vehicle SW Strategy and Spending: ZF Friedrichshafen AG

SW Engineering Company Profiles

SW Engineering Players: BlackBerry Ltd.
SW Engineering Players: EB
SW Engineering Players: Green Hills Software
SW Engineering Players: Red Hat Inc.
SW Engineering Players: Wind River Systems

Growth Opportunity Universe

Growth Opportunity 1: OEMs Becoming SW Organizations
Growth Opportunity 2: Pure-play SW Companies Helping Automakers Develop Technological Expertise
Growth Opportunity 3: Decoupling HW and SW for Recurring Revenue Generation