次世代の消費者体験向けSDV（Software-Defined Vehicle）の活用

世界のSDV（Software-Defined Vehicle）の市場規模は、市場での対応可能な車両総数に基づいて、2022年の86億米ドルから、2031年には1,105億米ドルに成長すると予測されています。また、SDVは自動車業界を変革し、新しいアプリケーションやサービスから数10億米ドルの収益を生み出す可能性があると考えられています。

当レポートでは、SDVの世界市場、SDVが実現する新しい乗客体験、SDVの実装を促進するために必要な業界の変化について分析し、市場の課題、ビジネスケース、機会、実装の課題、セグメント別・地域別の市場予測などの情報を提供しています。

目次

第1章 エグゼクティブサマリー

• イントロダクション
  • 市場促進要因
  • 市場の障壁
• 範囲
• 世界市場の展望

第2章 市場の問題

• 市場概要
  • SDVの定義
• 市場促進要因
  • 消費者の期待
  • 次世代のユースケース
  • サードスペース・マーケティング媒体としての車
• 市場の障壁と課題
  • 組織構造
  • 開発プロセス
  • 人材プール
  • サプライチェーンの転換
  • 技術統合、複雑なハードウェア、ライセンシング

第3章 技術の問題

• 技術概要
• SDV情勢
  • ハードウェア
  • SDVアーキテクチャ
  • 消費電力
  • サイバーセキュリティ
  • 賠償責任

第4章 業界の主要企業

• 概要
  • Blackberry QNX
  • Envisics
  • Foxconn
  • General Motors Ultifi
  • Nvidia
  • Qualcomm
  • Red Hat
  • Seeing Machines
  • Stellantis
  • Xperi
  • その他

第5章 市場予測

• 範囲
• 情報源と調査手法
• 結果
  • SDVの全体市場
  • 対応可能なコネクテッド車両・OTA対応車両の市場全体
  • 自動車OTAサブスクリプション・サービス市場
  • 車載決済市場
  • 車載ストリーミングコンテンツ・ゲーム市場
  • レベル2、2+、3の機能搭載車両市場
  • HUD・AR HUD市場

第6章 結論・提言

• イントロダクション
• プレミアムアップグレードとエクスペリエンスに注目
• ADASの標準化・シェイクダウンの回避
• パートナーアーリー
• 思考とデザインの転換
• 他業界からの学び
• 規制機関と消費者擁護団体のエンゲージメント

第7章 頭字語と略語のリスト

第8章 目次

第9章 図表

第10章 調査範囲、情報源と調査手法、注記

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

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