소프트웨어 정의 차량(SDV)

Actionable Benefits:

• Identify and prioritize growth opportunities across Software-Defined Vehicle (SDV) levels, Electrical/Electronic (E/E) architectures, vehicle controllers, Over-the-Air (OTA) updates, and automotive Ethernet technologies over the next decade.
• Evaluate how regional market dynamics shape the adoption of higher SDV levels and the transition from legacy and domain-based architectures toward zonal architectures.
• Support product, technology, and investment planning by clarifying how evolving vehicle architectures influence demand for controllers, networking technologies, and software-enabled functionality.

Critical Questions Answered:

• How will SDV shipments and the installed base evolve by SDV level across global and regional markets through 2035?
• How quickly will vehicle E/E architectures transition between legacy, domain, and zonal approaches, and how will this vary by region?
• How will demand for vehicle controllers, Over-the-Air (OTA) updates, and automotive Ethernet PHYs evolve as vehicles adopt more advance software and E/E architectures?

Research Highlights:

• Forecast of SDV shipments and installed base by SDV level from 2025 through 2035 across global and regional markets.
• Analysis of vehicle architecture and controller shipments, including legacy, domain, and zonal architectures and associated controller types.
• Forecasts for OTA update volumes and automotive Ethernet PHY shipments by data rate and application, providing visibility into the networking requirements associated with more advanced SDV architectures.

Who Should Read This?

• Vehicle software, E/E architecture, and platform leaders at Original Equipment Manufacturers (OEMs) evaluating long-term SDV and architecture roadmaps.
• Automotive semiconductor, controller, networking, and Tier One suppliers assessing future demand associated with vehicle compute and connectivity architectures.
• Strategy, market intelligence, product planning, and business development teams tracking the evolution of SDV technologies and associated component markets.

TABLE OF CONTENTS

Tables

• Table 1 SDV Shipments by SDV Level
• Table 2 SDV Shipments by SDV Level
• Table 3 SDV Shipments by SDV Level
• Table 4 SDV Shipments by SDV Level
• Table 5 SDV Shipments by SDV Level
• Table 6 SDV Shipments by SDV Level
• Table 7 SDV Shipments by SDV Level
• Table 8 SDV Installed Base by SDV Level
• Table 9 SDV Installed Base by SDV Level
• Table 10 SDV Installed Base by SDV Level
• Table 11 SDV Installed Base by SDV Level
• Table 12 SDV Installed Base by SDV Level
• Table 13 SDV Installed Base by SDV Level
• Table 14 SDV Installed Base by SDV Level
• Table 15 SDV OTA Updates by SDV Level
• Table 16 SDV OTA Updates by SDV Level
• Table 17 SDV OTA Updates by SDV Level
• Table 18 SDV OTA Updates by SDV Level
• Table 19 SDV OTA Updates by SDV Level
• Table 20 SDV OTA Updates by SDV Level
• Table 21 SDV OTA Updates by SDV Level
• Table 22 SDV Shipments by Architecture
• Table 23 SDV Shipments by Architecture
• Table 24 SDV Shipments by Architecture
• Table 25 SDV Shipments by Architecture
• Table 26 SDV Shipments by Architecture
• Table 27 SDV Shipments by Architecture
• Table 28 SDV Shipments by Architecture
• Table 29 ADAS Domain Controller Shipments
• Table 30 Cockpit Domain Controller Shipments
• Table 31 Simple Domain Controller Shipments
• Table 32 Central Controller Shipments
• Table 33 Zonal Controller Shipments
• Table 34 Ethernet Camera Bridge Shipments
• Table 35 10 Mbps Ethernet PHY Shipments
• Table 36 100 Mbps Ethernet PHY Shipments
• Table 37 1 Gbps Ethernet PHY Shipments
• Table 38 10 Gbps Ethernet PHY Shipments
• Table 39 10 Mbps Ethernet PHY Shipments
• Table 40 100 Mbps Ethernet PHY Shipments
• Table 41 1 Gbps Ethernet PHY Shipments
• Table 42 10 Gbps Ethernet PHY Shipments
• Table 43 10 Mbps Ethernet PHY Shipments
• Table 44 100 Mbps Ethernet PHY Shipments
• Table 45 1 Gbps Ethernet PHY Shipments
• Table 46 10 Gbps Ethernet PHY Shipments
• Table 47 10 Mbps Ethernet PHY Shipments
• Table 48 100 Mbps Ethernet PHY Shipments
• Table 49 1 Gbps Ethernet PHY Shipments
• Table 50 10 Gbps Ethernet PHY Shipments
• Table 51 10 Mbps Ethernet PHY Shipments
• Table 52 100 Mbps Ethernet PHY Shipments
• Table 53 1 Gbps Ethernet PHY Shipments
• Table 54 10 Gbps Ethernet PHY Shipments
• Table 55 10 Mbps Ethernet PHY Shipments
• Table 56 100 Mbps Ethernet PHY Shipments
• Table 57 1 Gbps Ethernet PHY Shipments
• Table 58 10 Gbps Ethernet PHY Shipments
• Table 59 10 Mbps Ethernet PHY Shipments
• Table 60 100 Mbps Ethernet PHY Shipments
• Table 61 1 Gbps Ethernet PHY Shipments
• Table 62 10 Gbps Ethernet PHY Shipments

Charts

• Chart 1 SDV Shipments by SDV Level
• Chart 2 SDV Installed Base by SDV Level
• Chart 3 SDV Shipments by Architecture
• Chart 4 Automotive Ethernet PHY Shipments
• Chart 5 OEM SDV Market Share SDV Level 3