자동차 클라우드에 관한 인사이트(2025-2030년)

Software-Defined Vehicles and Manufacturer Operations Drive Cloud Adoption for Improved Scalability, Innovation, and Cost Efficiency

The automotive sector is undergoing a profound shift toward the software-defined vehicle, transforming cars into dynamic, upgradeable digital platforms. This transition critically demands advanced cloud computing to manage, process, and secure the vast amounts of data generated, establishing data management as a core strategic imperative for original equipment manufacturers (OEMs) across their vehicle, enterprise, and manufacturing operations.

This report first defines the underlying cloud service and deployment models, assessing their key interests for OEMs. It then outlines seven critical use cases where cloud adoption delivers significant value, ranging from R&D efficiency to enhanced customer experiences. This analysis is supported by real-world examples and detailed case studies illustrating the tangible business outcomes achieved through strategic OEM-cloud service provider (CSP) partnerships.

A core component of the study is the comprehensive benchmarking of global CSPs. Analysis reveals that AWS, Azure, and Google Cloud dominate the automotive cloud landscape in the United States and the European Union, while local providers like Alibaba, Tencent, and Huawei maintain strong leadership in the Chinese market. The study evaluates these providers against defined KPIs to map partnerships and highlight key areas of differentiation.

Ultimately, cloud technology is identified as a strategic enabler for unlocking new business models and accelerating personalized customer experiences. The central recommendation is for OEMs to adopt a multi-cloud strategy. This approach capitalizes on the specific strengths of each leader, such as Azure and AWS for all-around excellence, Google for infotainment, and regional players for local market integration, to balance compliance and control and enable sustained competitive advantage.

Table of Contents

Introduction

• Scope of Analysis
• What Is Cloud?
• Abbreviations and Acronyms
• Overview of the Structure and Content
• Why Is It Increasingly Difficult to Grow?
• The Strategic Imperative 8-TM
• The Impact of the Top 3 Strategic Imperatives on the Integration of Cloud Technology in the Automotive Industry
• Vehicle Data Processing Locations
• Cloud Processing in Automotive
• Cloud Technology Benefits for the Automotive Industry
• Cloud Service Models
• Cloud Service Models Summary
• Cloud Deployment Model 1: Public Cloud
• Cloud Deployment Model 2: Private Cloud
• Cloud Deployment Model 3: Hybrid Cloud
• Cloud Deployment Models Assessment
• OEM Pain Points and Cloud Technology Potential
• Where Cloud Services Could Be Used in the Automotive Ecosystem?

Use Cases

• Automotive Use Cases Supported by the Cloud Technology
• Cloud for Industry 4.0
• Cloud for Industry 4.0 Case Study: Volkswagen and AWS
• Cloud for Connected Vehicles
• Cloud for Connected Vehicles Case Study: BMW ConnectedDrive
• Cloud for ADAS and AVs
• Cloud for ADAS and AVs Case Study: Volkswagen ADP
• Cloud for EVs
• Cloud for EVs Case Study: Ford BlueOval Intelligence
• Cloud for Generative AI
• Cloud for Generative AI Case Study: MB.OS Azure OpenAI
• Cloud for In-Vehicle Infotainment
• Cloud for In-Vehicle Infotainment Case Study: BMW Open Mobility Cloud
• Cloud for OTA Updates and Cybersecurity
• Cloud for OTA Updates and Cybersecurity Case Study: Toyota MSPF

Key Takeaways

Benchmarking

• Major CSP Partnerships with OEMs
• Assessment of the 3 Largest CSPs in the Automotive Industry
• Top 10 Trends Driving Automotive Cloud Demand
• 6 Key KPIs for Assessing Automotive CSPs
• Benchmarking CSPs on 6 Key KPIs
• Benchmarking and Comparing Major CSPs Based on the 6 Key KPIs
• Major CSPs' Positioning: Global Coverage and Automotive Maturity
• Major CSPs' Positioning: Enabling Technology Leadership
• Conclusion
• Current Major OEMs' Cloud Strategies
• Best Practices for Automakers

Growth Opportunity Analysis

• Growth Drivers
• Growth Restraints

Growth Opportunity Universe

• Growth Opportunity 1: Enable Smart Manufacturing and Digital Twins
• Growth Opportunity 2: Accelerate Vehicle Innovation with AI, Software-Defined Platforms, and Cloud-Enabled OTA Updates
• Growth Opportunity 3: Unlock New Revenue Streams Through Tailored In-Vehicle Experiences

Next Steps

• Benefits and Impacts of Growth Opportunities
• Next Steps
• List of Exhibits
• Legal Disclaimer

Introduction

• Introduces the different locations where vehicle data can be processed
• Defines the role of cloud processing, and outlines the main cloud service and deployment models
• Assesses the models, highlighting the key pain points of OEMs and areas where cloud technologies can provide significant benefits

Use Cases

• Defines the 7 main use cases in the automotive industry where cloud adoption creates significant value
• Outlines the objective of each cloud technology use case, illustrates it with examples
• Presents a detailed case study highlighting the what, why, and how of a partnership between an OEM and a CSP
• Concludes with key takeaways, summarizing the tangible benefits OEMs achieved through cloud integration

Benchmarking

• Maps partnerships between CSPs and OEMs
• Identifies the top 10 trends driving demand for automotive cloud solutions
• Establishes the key KPIs that will serve as the basis for assessing and comparing the CSPs
• Presents conclusions that outline implications for OEMs and recommendations for engaging with CSPs

Conclusions

• Summarizes OEMs' strategic approaches and the recommended best practices for future success