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SDV（Software-Defined Vehicle）の世界市場（2025年～2032年）

Global Software Defined Vehicle Market - 2025-2032

出版日
ページ情報
英文 180 Pages
納期
即日から翌営業日
カスタマイズ可能
適宜更新あり
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価格表記: USDを日本円(税抜)に換算
本日の銀行送金レート: 1USD=143.57円
SDV（Software-Defined Vehicle）の世界市場（2025年～2032年）
出版日: 2025年04月10日
発行: DataM Intelligence
ページ情報: 英文 180 Pages
納期: 即日から翌営業日
GIIご利用のメリット
  • 全表示
  • 概要
  • 目次
概要

世界のSDV（Software-Defined Vehicle）の市場規模は、2024年に2,983億6,000万米ドルに達し、2032年までに1兆4,787億2,000万米ドルに達すると予測され、予測期間の2025年～2032年にCAGRで22.15%の成長が見込まれます。

市場は、自動運転、予知保全、パーソナライズされた車内体験を強化するためのAIと機械学習（ML）の急速な統合によって牽引されています。AIを搭載したソフトウェアソリューションは、SDVが大量のセンサーデータを解釈し、リアルタイムの意思決定を向上させ、変化する道路状況に対応することを可能にし、効率性と安全性の向上をもたらします。

例えば、NVIDIAのDRIVEプラットフォームは、AIを使用して、カメラ、LiDAR、レーダーからのセンサーデータを組み合わせることで、Level 2+とLevel 3の自動運転をサポートしています。同様に、AIを搭載したMercedes-BenzのMBUX Hyperscreenは、ドライバーの選好を学習し、必要に応じて車両操作を最適化するインテリジェントエンターテインメントシステムを提供します。自動車メーカーやハイテク企業がAIを活用したモビリティソリューションに多額の投資を行っており、AIが車両性能、安全性、ユーザーエクスペリエンスを向上させ続けることで、SDV産業は大きく成長する可能性が高いです。

力学

OTA（Over-the-Air）ソフトウェアアップデートの需要の高まり

世界のSDV市場は、OTAソフトウェアアップデートに対する需要の高まりによって牽引されています。OTAソフトウェアアップデートによって、自動車メーカーは物理的なサービス訪問を必要とすることなく、車両性能の向上、新機能の提供、セキュリティ脆弱性への対処を行うことができます。この機能は、ユーザーの利便性を向上させるだけでなく、メンテナンスコストを削減し、車両の寿命を延ばします。Tesla、BMW、Fordなどの大手自動車メーカーは、OTAアップデートをSDVエコシステムに統合し、自動運転、インフォテインメント、バッテリー管理などの継続的な進歩を可能にしています。

たとえば、Teslaの2023年のアップグレードでは、遠隔でのソフトウェア配信によって完全自動運転（FSD）機能が強化され、安全性と運転の自動化が向上しました。同様に、FordのBlueCruiseシステムはOTAアップデートを受け、ハンズフリーの高速道路運転機能を向上させており、ソフトウェア駆動の自動車が初期のハードウェア構成を超えて拡大する可能性を示しています。コネクテッドカーやインテリジェントカーに対する消費者の期待が高まり続ける中、SDVの普及を促進するOTAアップデートの役割はますます重要になるとみられます。

サイバーセキュリティとデータプライバシーのリスク

世界のSDV市場における主な抑制要因の1つは、サイバーセキュリティの危険性とデータプライバシーに対する懸念の高まりです。SDVはリアルタイム接続、OTAアップグレード、クラウドベースインフラに依存しているため、サイバー攻撃、ハッキング、違法なデータアクセスの影響を受けます。V2X通信と自動運転システムの統合が進むにつれて、敵対的な行為者がソフトウェアの欠陥を悪用して自動車の運転を妨害したり、顧客データを漏洩させたりすることから、こうした懸念はさらに悪化します。

例えば、2023年にホワイトハッカーがTeslaのソフトウェアのセキュリティ上の弱点を暴露し、特定の車両機能を遠隔操作できるようにしました。これにより、サイバー攻撃からSDVを守るための強力なサイバーセキュリティ基準、暗号化メカニズム、規制監督の必要性に対する懸念が高まっています。十分なセキュリティ対策がなければ、データ漏洩やシステムの脆弱性に対する懸念が顧客の受け入れの妨げとなり、産業の成長を妨げることになります。

当レポートでは、世界のSDV（Software-Defined Vehicle）市場について調査し、市場力学、地域とセグメントの分析、競合情勢、企業プロファイルなどを提供しています。

目次

第1章 調査手法と範囲

第2章 定義と概要

第3章 エグゼクティブサマリー

第4章 市場力学

  • 影響要因
    • 促進要因
      • OTAソフトウェアアップデートの需要の高まり
    • 抑制要因
      • サイバーセキュリティとデータプライバシーのリスク
    • 機会
    • 影響の分析

第5章 産業の分析

  • ポーターのファイブフォース分析
  • サプライチェーン分析
  • 価格分析
  • 規制とコンプライアンスの分析
  • 持続可能性分析
  • DMIの見解

第6章 タイプ別

  • セミSDV
  • SDV

第7章 車両タイプ別

  • 乗用車
  • 商用車

第8章 推進力別

  • ICE
  • 電気
  • ハイブリッド
  • その他

第9章 提供別

  • ハードウェア
  • ソフトウェア
  • サービス

第10章 用途別

  • インフォテインメントシステム
  • ADAS
  • 自動運転
  • テレマティクス
  • パワートレイン制御
  • バッテリー管理システム
  • V2X通信
  • その他

第11章 地域別

  • 北米
    • 米国
    • カナダ
    • メキシコ
  • 欧州
    • ドイツ
    • 英国
    • フランス
    • イタリア
    • スペイン
    • その他の欧州
  • 南米
    • ブラジル
    • アルゼンチン
    • その他の南米
  • アジア太平洋
    • 中国
    • インド
    • 日本
    • オーストラリア
    • その他のアジア太平洋
  • 中東・アフリカ

第12章 企業プロファイル

  • Aptiv PLC
  • Tesla, Inc.
  • Continental AG
  • NVIDIA Corporation
  • Robert Bosch GmbH
  • Li Auto Inc.
  • Rivian Automotive, Inc.
  • Volkswagen AG
  • QUALCOMM Incorporated
  • General Motors Company

第13章 付録

目次
Product Code: AUTR9447

Global software defined vehicle market reached US$ 298.36 billion in 2024 and is expected to reach US$ 1,478.72 billion by 2032, growing with a CAGR of 22.15% during the forecast period 2025-2032.

The global software-defined vehicle (SDV) market is being driven by the rapid integration of artificial intelligence (AI) and machine learning (ML) to enhance autonomous driving, predictive maintenance and personalized in-car experiences. AI-powered software solutions enable SDVs to interpret massive volumes of sensor data, improve real-time decision-making and react to changing road conditions, resulting in greater efficiency and safety.

For example, NVIDIA's DRIVE platform uses AI to support Level 2+ and Level 3 autonomous driving by combining sensor data from cameras, LiDAR and radar. Similarly, Mercedes-Benz's MBUX Hyperscreen, powered by AI, provides an intelligent entertainment system that learns driver preferences and optimizes vehicle operations as needed. With automakers and tech companies investing substantially in AI-driven mobility solutions, the SDV industry is likely to rise significantly as AI continues to improve vehicle performance, safety and user experience.

Dynamic

Rising Demand for Over-the-Air (OTA) Software Updates

The global SDV market is being driven by rising demand for Over-the-Air (OTA) software updates, which enable automakers to improve vehicle performance, provide new features and address security vulnerabilities without requiring physical service visits. This feature not only improves user convenience but also lowers maintenance costs and increases vehicle longevity. Leading automakers like Tesla, BMW and Ford have integrated OTA updates into their SDV ecosystems, allowing for continual advances in autonomous driving, infotainment, and battery management.

For example, Tesla's 2023 upgrade enhanced Full Self-Driving (FSD) capabilities with a remote software push, hence improving safety and driving automation. Similarly, Ford's BlueCruise system received over-the-air (OTA) updates to improve hands-free highway driving features, demonstrating how software-driven vehicles may expand beyond initial hardware configurations. As consumer expectations for connected and intelligent vehicles continue to rise, the role of OTA updates in driving SDV adoption will become increasingly important.

Cybersecurity and Data Privacy Risks

One of the primary constraints in the global SDV market is the growing concern about cybersecurity dangers and data privacy. As SDVs rely on real-time connectivity, over-the-air upgrades, and cloud-based infrastructure, they are subject to cyberattacks, hacking and illegal data access. The growing integration of V2X communication and autonomous driving systems exacerbates these concerns as hostile actors exploit software flaws to disrupt car operations or compromise customer data.

For example, in 2023, ethical hackers exposed security weaknesses in Tesla's software, allowing them to remotely control specific vehicle functionalities. This heightened concerns about the need for strong cybersecurity standards, encryption mechanisms and regulatory supervision to defend SDVs from cyberattacks. Without adequate security measures, concerns about data breaches and system vulnerabilities hinder customer acceptance and hamper industry growth.

Segment Analysis

The global software defined vehicle market is segmented based on type, vehicle type, propulsion, offering, application and region.

Advancements in ADAS is Expected to Drive the Segment Growth

The increasing integration of Advanced Driver Assistance Systems (ADAS) is a major driver of the global SDV market, as automakers focus on enhancing vehicle safety, automation and user experience. ADAS features such as adaptive cruise control, lane-keeping assist, automatic emergency braking and traffic sign recognition rely on continuous software updates and sensor fusion technologies, making software-defined architectures critical for their functionality.

For instance, in 2023, Mercedes-Benz's Level 3 autonomous driving system, Drive Pilot, became the first globally certified Level 3 system, allowing hands-free driving under specific conditions. The system relies heavily on real-time AI-driven software processing and OTA updates, a hallmark of SDVs. As regulatory bodies worldwide mandate higher safety standards and crash avoidance technologies, the role of ADAS in accelerating SDV adoption will continue to expand.

Geographical Penetration

Growing Investments in Connected and Autonomous Vehicle Technologies in North America

North America software-defined vehicle (SDV) market is experiencing significant growth, driven by increasing investments in connected and autonomous vehicle (CAV) technologies. Leading automakers and technology firms in US and Canada are heavily investing in software-driven vehicle architectures to support advanced driver-assistance systems (ADAS), vehicle-to-everything (V2X) communication and over-the-air (OTA) updates.

For instance, in 2021, General Motors (GM) committed over US$ 35 billion toward autonomous and electric vehicle (EV) technologies between 2020 and 2025, focusing on software-driven innovations such as its Ultifi platform, which enables continuous vehicle feature upgrades via software updates. The increasing investment is driving North America's SDV market forward, making software the core component of next-generation vehicles.

Sustainability Analysis

The global SDV market is significantly contributing to sustainability by streamlining vehicle architectures and reducing electronic waste. For instance, in 2025, Rivian's collaboration with Volkswagen, focuses on integrating advanced electrical infrastructure and software technology into future electric vehicles. The partnership aims to simplify vehicle manufacturing by reducing the number of electronic control units and wiring, leading to lighter vehicles that are more energy-efficient and environmentally friendly.

Such innovations not only decrease production costs but also enhance the sustainability of vehicle production by minimizing material usage and waste. The SDV market is fostering sustainability through the development of smart mobility solutions. Companies like Finland's Virta and Kempower have capitalized on this trend by providing advanced EV charging infrastructure and software solutions. Their early investments in EV technology have facilitated the widespread adoption of electric vehicles, contributing to reduced greenhouse gas emissions and promoting sustainable urban mobility.

Competitive Landscape

The major global players in the market include Aptiv PLC, Tesla, Inc., Continental AG, NVIDIA Corporation, Robert Bosch GmbH, Li Auto Inc., Rivian Automotive, Inc., Volkswagen AG, QUALCOMM Incorporated and General Motors Company.

Key Developments

  • In 2024, Volvo Group and Daimler Truck, two well-known companies in the commercial vehicle industry, are united in their commitment to lead the digital transition to software-defined heavy-duty vehicles. Both companies have tentatively agreed to form a joint venture to increase their cooperation. This venture will be responsible for developing a truck operating system and a common software-defined vehicle platform.
  • In 2021, Robert Bosch GmbH and Microsoft Corporation have formed a cooperation to create and provide a cloud-based SDV platform. The collaboration will combine Bosch's automotive experience with Microsoft's Azure cloud platform to create a platform that will allow manufacturers to develop and deploy new SDV features and applications.

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Target Audience 2024

  • Manufacturers/ Buyers
  • Industry Investors/Investment Bankers
  • Research Professionals
  • Emerging Companies

Table of Contents

1. Methodology and Scope

  • 1.1. Research Methodology
  • 1.2. Research Objective and Scope of the Report

2. Definition and Overview

3. Executive Summary

  • 3.1. Snippet by Type
  • 3.2. Snippet by Vehicle Type
  • 3.3. Snippet by Propulsion
  • 3.4. Snippet by Offering
  • 3.5. Snippet by Application
  • 3.6. Snippet by Region

4. Dynamics

  • 4.1. Impacting Factors
    • 4.1.1. Drivers
      • 4.1.1.1. Rising Demand for Over-the-Air (OTA) Software Updates
    • 4.1.2. Restraints
      • 4.1.2.1. Cybersecurity and Data Privacy Risks
    • 4.1.3. Opportunity
    • 4.1.4. Impact Analysis

5. Industry Analysis

  • 5.1. Porter's Five Forces Analysis
  • 5.2. Supply Chain Analysis
  • 5.3. Pricing Analysis
  • 5.4. Regulatory and Compliance Analysis
  • 5.5. Sustainability Analysis
  • 5.6. DMI Opinion

6. By Type

  • 6.1. Introduction
    • 6.1.1. Market Size Analysis and Y-o-Y Growth Analysis (%), By Type
    • 6.1.2. Market Attractiveness Index, By Type
  • 6.2. Semi-SDV*
    • 6.2.1. Introduction
    • 6.2.2. Market Size Analysis and Y-o-Y Growth Analysis (%)
  • 6.3. SDV

7. By Vehicle Type

  • 7.1. Introduction
    • 7.1.1. Market Size Analysis and Y-o-Y Growth Analysis (%), By Vehicle Type
    • 7.1.2. Market Attractiveness Index, By Vehicle Type
  • 7.2. Passenger Car*
    • 7.2.1. Introduction
    • 7.2.2. Market Size Analysis and Y-o-Y Growth Analysis (%)
  • 7.3. Commercial Vehicles

8. By Propulsion

  • 8.1. Introduction
    • 8.1.1. Market Size Analysis and Y-o-Y Growth Analysis (%), By Propulsion
    • 8.1.2. Market Attractiveness Index, By Propulsion
  • 8.2. ICE*
    • 8.2.1. Introduction
    • 8.2.2. Market Size Analysis and Y-o-Y Growth Analysis (%)
  • 8.3. Electric
  • 8.4. Hybrid
  • 8.5. Others

9. By Offering

  • 9.1. Introduction
    • 9.1.1. Market Size Analysis and Y-o-Y Growth Analysis (%), By Offering
    • 9.1.2. Market Attractiveness Index, By Offering
  • 9.2. Hardware*
    • 9.2.1. Introduction
    • 9.2.2. Market Size Analysis and Y-o-Y Growth Analysis (%)
  • 9.3. Software
  • 9.4. Services

10. By Application

  • 10.1. Introduction
    • 10.1.1. Market Size Analysis and Y-o-Y Growth Analysis (%), By Application
    • 10.1.2. Market Attractiveness Index, By Application
  • 10.2. Infotainment systems*
    • 10.2.1. Introduction
    • 10.2.2. Market Size Analysis and Y-o-Y Growth Analysis (%)
  • 10.3. Advanced Driver Assistance Systems (ADAS)
  • 10.4. Autonomous driving
  • 10.5. Telematics
  • 10.6. Powertrain control
  • 10.7. Battery Management Systems
  • 10.8. V2X communication
  • 10.9. Others

11. By Region

  • 11.1. Introduction
    • 11.1.1. Market Size Analysis and Y-o-Y Growth Analysis (%), By Region
    • 11.1.2. Market Attractiveness Index, By Region
  • 11.2. North America
    • 11.2.1. Introduction
    • 11.2.2. Key Region-Specific Dynamics
    • 11.2.3. Market Size Analysis and Y-o-Y Growth Analysis (%), By Type
    • 11.2.4. Market Size Analysis and Y-o-Y Growth Analysis (%), By Vehicle Type
    • 11.2.5. Market Size Analysis and Y-o-Y Growth Analysis (%), By Propulsion
    • 11.2.6. Market Size Analysis and Y-o-Y Growth Analysis (%), By Offering
    • 11.2.7. Market Size Analysis and Y-o-Y Growth Analysis (%), By Application
    • 11.2.8. Market Size Analysis and Y-o-Y Growth Analysis (%), By Country
      • 11.2.8.1. US
      • 11.2.8.2. Canada
      • 11.2.8.3. Mexico
  • 11.3. Europe
    • 11.3.1. Introduction
    • 11.3.2. Key Region-Specific Dynamics
    • 11.3.3. Market Size Analysis and Y-o-Y Growth Analysis (%), By Type
    • 11.3.4. Market Size Analysis and Y-o-Y Growth Analysis (%), By Vehicle Type
    • 11.3.5. Market Size Analysis and Y-o-Y Growth Analysis (%), By Propulsion
    • 11.3.6. Market Size Analysis and Y-o-Y Growth Analysis (%), By Offering
    • 11.3.7. Market Size Analysis and Y-o-Y Growth Analysis (%), By Application
    • 11.3.8. Market Size Analysis and Y-o-Y Growth Analysis (%), By Country
      • 11.3.8.1. Germany
      • 11.3.8.2. UK
      • 11.3.8.3. France
      • 11.3.8.4. Italy
      • 11.3.8.5. Spain
      • 11.3.8.6. Rest of Europe
  • 11.4. South America
    • 11.4.1. Introduction
    • 11.4.2. Key Region-Specific Dynamics
    • 11.4.3. Market Size Analysis and Y-o-Y Growth Analysis (%), By Type
    • 11.4.4. Market Size Analysis and Y-o-Y Growth Analysis (%), By Vehicle Type
    • 11.4.5. Market Size Analysis and Y-o-Y Growth Analysis (%), By Propulsion
    • 11.4.6. Market Size Analysis and Y-o-Y Growth Analysis (%), By Offering
    • 11.4.7. Market Size Analysis and Y-o-Y Growth Analysis (%), By Application
    • 11.4.8. Market Size Analysis and Y-o-Y Growth Analysis (%), By Country
      • 11.4.8.1. Brazil
      • 11.4.8.2. Argentina
      • 11.4.8.3. Rest of South America
  • 11.5. Asia-Pacific
    • 11.5.1. Introduction
    • 11.5.2. Key Region-Specific Dynamics
    • 11.5.3. Market Size Analysis and Y-o-Y Growth Analysis (%), By Type
    • 11.5.4. Market Size Analysis and Y-o-Y Growth Analysis (%), By Vehicle Type
    • 11.5.5. Market Size Analysis and Y-o-Y Growth Analysis (%), By Propulsion
    • 11.5.6. Market Size Analysis and Y-o-Y Growth Analysis (%), By Offering
    • 11.5.7. Market Size Analysis and Y-o-Y Growth Analysis (%), By Application
    • 11.5.8. Market Size Analysis and Y-o-Y Growth Analysis (%), By Country
      • 11.5.8.1. China
      • 11.5.8.2. India
      • 11.5.8.3. Japan
      • 11.5.8.4. Australia
      • 11.5.8.5. Rest of Asia-Pacific
  • 11.6. Middle East and Africa
    • 11.6.1. Introduction
    • 11.6.2. Key Region-Specific Dynamics
    • 11.6.3. Market Size Analysis and Y-o-Y Growth Analysis (%), By Type
    • 11.6.4. Market Size Analysis and Y-o-Y Growth Analysis (%), By Vehicle Type
    • 11.6.5. Market Size Analysis and Y-o-Y Growth Analysis (%), By Propulsion
    • 11.6.6. Market Size Analysis and Y-o-Y Growth Analysis (%), By Offering
    • 11.6.7. Market Size Analysis and Y-o-Y Growth Analysis (%), By Application

12. Company Profiles

  • 12.1. Aptiv PLC*
    • 12.1.1. Company Overview
    • 12.1.2. Product Portfolio and Description
    • 12.1.3. Financial Overview
    • 12.1.4. Key Developments
  • 12.2. Tesla, Inc.
  • 12.3. Continental AG
  • 12.4. NVIDIA Corporation
  • 12.5. Robert Bosch GmbH
  • 12.6. Li Auto Inc.
  • 12.7. Rivian Automotive, Inc.
  • 12.8. Volkswagen AG
  • 12.9. QUALCOMM Incorporated
  • 12.10. General Motors Company

LIST NOT EXHAUSTIVE

13. Appendix

  • 13.1. About Us and Services
  • 13.2. Contact Us