자동차용 소프트웨어 시장 : 시장 점유율 분석, 산업 동향, 통계, 성장 예측(2025-2030년)

The automotive software market size stood at USD 19.28 billion in 2025 and is set to reach USD 30.28 billion by 2030, advancing at a 9.45% CAGR by 2030.

Growth reflects the steady shift from hardware-centric vehicles to software-defined platforms where key functions, ranging from battery optimisation to automated driving, reside in code rather than mechanical parts. The rising adoption of zonal electronic/electrical architectures is trimming harness weight by up to 30% and freeing computing power for new features. Global automakers are fast-tracking over-the-air (OTA) update capabilities to comply with EU WP.29 cybersecurity and software-update rules, while subscription-based "functions-on-demand" services are starting to unlock high-margin, post-sale revenue streams. Heightened interest from semiconductor suppliers, hyperscalers, and Tier-1 software firms is intensifying competition, prompting a surge of acquisitions to secure operating-system, middleware, and safety-stack assets. These moves and government incentives for electrification keep capital flowing into battery-management software, edge-cloud connectivity, and AI-driven code-generation tools.

Global Automotive Software Market Trends and Insights

Level-2+ Autonomous Launches by Chinese OEMs Boosting ADAS Code Volume in Asia

Agile development frameworks allow brands such as BYD, Xpeng, and Zeekr to trim feature-release cycles by up to 60%, driving an explosion in ADAS code lines and accelerating competitive catch-up by Western rivals. Rapid iteration on perception, sensor fusion, and path-planning algorithms fuels demand for redundant compute, leading chipmakers to design domain-specific accelerators packaged within Chinese-built centralized ECUs. Industry observers note that compliant OTA pipelines are mandatory to keep those fleets current, making secure DevOps a prerequisite for sustained market leadership.

OEM Shift to Centralized Zonal E/E Architectures Raising Middleware Spend Globally

Replacing dozens of domain ECUs with four to six zone controllers simplifies wiring significantly, as exemplified in models such as Tesla Model 3, cuts weight, and reduces power loss. Yet decentralised layout shifts complexity toward software layers that must abstract heterogeneous sensors, manage deterministic communication, and enforce functional-safety partitions. Middleware vendors report a backlog of integration projects as OEMs race to harmonise AUTOSAR Classic and Adaptive stacks, real-time POSIX kernels, and cloud APIs. NXP's USD 625 million purchase of TTTech Auto highlighted the premium on certified middleware that can scale across vehicle families.

Fragmented Middleware Standards Hindering Cross-OEM Re-use

Lack of unified APIs forces Tier-1s to port identical functions to multiple proprietary stacks, elevating validation expense and slowing innovation. Consortia such as AUTOSAR and SOAFEE have proposed harmonised service-oriented frameworks, yet diverging brand strategies stall convergence, particularly among European OEMs with entrenched bespoke layers. Middleware houses thus build configurable adapters that sacrifice performance for portability, a compromise that adds runtime overhead and complicates safety certification.

Other drivers and restraints analyzed in the detailed report include:

1. EU WP.29 OTA-Update Mandate Accelerating Secure Software Stacks in Europe
2. Subscription-Based 'Functions-on-Demand' Models Expanding Post-Sale Software Revenues in North America
3. Shortage of AUTOSAR Classic and Adaptive Developers in Europe Inflating Costs

For complete list of drivers and restraints, kindly check the Table Of Contents.

Segment Analysis

Application software still delivers the highest revenue at 48.53% of the automotive software market in 2024, mirroring customer appetite for ADAS, infotainment, and personalised over-the-air upgrades. Operating-system platforms are the fastest-growing slice, advancing at 9.71% CAGR as OEMs embrace Linux-based distributions hardened for functional safety. The market size for application-layer code is projected to climb steadily as consolidated compute unlocks faster feature roll-outs. Middleware's strategic value climbs in step, acting as a safety-certified bridge between POSIX kernels and high-level apps; Aptiv calls it the "orchestrator" of zonal traffic.

Growing reliance on open-source components reshapes vendor bargaining power. Silicon suppliers bundle reference images to accelerate customer entry, while software integrators monetise long-term maintenance, cyber-hardening, and variant management. As the automotive software market evolves toward shared code bases, stakeholders differentiate via compliance, integration tooling, and real-time determinism. Consolidation, exemplified by NXP's middleware acquisition, signals that platform breadth will determine contract wins for forthcoming electric and autonomous vehicle launches.

ADAS and safety systems delivered 33.76% revenue of the automotive software market in 2024, thanks to mandatory intelligent-speed assist, lane-keeping, and AEB under the EU General Safety Regulation. The cluster benefits from high attach rates and frequent feature upgrades, keeping ADAS software at the heart of 5 G-enabled data pipelines. Powertrain and battery-management applications are forecasted to outpace all others at 13.25% CAGR as OEMs race to extend BEV range, safeguard lithium-ion cells, and orchestrate bidirectional charging.

Infotainment and telematics platforms absorb 5G bandwidth, integrate streaming partners, and harvest vehicle-usage data for predictive maintenance, fuelling recurring revenue ambitions. Body-control modules migrate to central compute nodes, where shared silicon slashes bill-of-materials cost yet magnifies the need for robust isolation. Increasing cross-domain orchestration blurs historical boundaries, but regulatory pressure keeps safety logic anchored in deterministic cores while non-critical software shifts toward containerised microservices.

The Automotive Software Market Report is Segmented by Software Layer (Application Software, Middleware, and More), Application (ADAS and Safety Systems and More), Vehicle Type (Passenger Cars and More), Propulsion (Internal Combustion Engine Vehicles (ICE) and More), Deployment (On-Board (Embedded) and Off-Board (Cloud / Edge)), and Geography. The Market Forecasts are Provided in Terms of Value (USD).

Geography Analysis

Asia commanded the largest regional share at 39.04% of the automotive software market in 2024, and is projected to grow at an 11.66% CAGR, propelled by China's fast-track deployment of software-defined vehicles and government incentives for autonomous navigation modules. Agile release cycles let Chinese OEMs integrate Level-2+ functions at a pace 60% quicker than traditional counterparts, catalysing domestic middleware and perception-stack ecosystems. South Korea's early roll-out of 5 G-V2X enables edge-cloud analytics, while Japan focuses on functional-safety leadership through AI-model verification labs. Regional battery supply chains accelerate software-enhanced energy-management systems, ensuring that Asia remains the gravitational centre of the automotive software market.

North America sits second, leveraging the Inflation Reduction Act credits to swell demand for battery-management software and home-charging optimisers. Subscription-driven features have proliferated, allowing automakers to monetise driver-assistance upgrades and infotainment apps long after the point of sale. Silicon Valley start-ups inject AI tooling that shortens code-release cycles, and Detroit incumbents adopt DevOps pipelines mirroring consumer-electronics cadence. Together, these factors sustain high per-vehicle software content, cementing the region as a testbed for revenue-generation models in the automotive software market.

Europe maintains a formidable position anchored by stringent cybersecurity and OTA mandates under UN WP.29, driving uptake of certified software-update management systems. The Nordics, spearheaded by Sweden, are pegged for a 11% CAGR on the back of EV prevalence and digital-service readiness. Nonetheless, developer shortages, particularly AUTOSAR-certified talent, impose wage inflation and risk schedule slippage. Investment in dedicated training academies reflects a strategic pivot to home-grown capability, underscoring Europe's resolve to safeguard quality while scaling software output.

1. Robert Bosch GmbH
2. Continental AG
3. Elektrobit
4. BlackBerry Limited (QNX)
5. Google LLC (Alphabet Inc.)
6. Microsoft Corporation
7. Wind River Systems
8. NXP Semiconductors N.V.
9. NVIDIA Corporation
10. Aptiv PLC
11. TTTech Auto AG
12. Vector Informatik GmbH
13. Infineon Technologies AG
14. Intel Corporation
15. LG Electronics Vehicle Solutions
16. DENSO Corporation
17. Panasonic Automotive Systems
18. KPIT Technologies Ltd.
19. Intellias Ltd.
20. Tata Elxsi Ltd.
21. Airbiquity Inc.
22. MontaVista Software LLC
23. Renesas Electronics Corporation
24. HARMAN International
25. GlobalLogic Inc.

Additional Benefits:

• The market estimate (ME) sheet in Excel format
• 3 months of analyst support

TABLE OF CONTENTS

1 Introduction

• 1.1 Study Assumptions & Market Definition
• 1.2 Scope of the Study

2 Research Methodology

3 Executive Summary

4 Market Landscape

• 4.1 Market Overview
• 4.2 Market Drivers
  • 4.2.1 Level-2+ Autonomous Launches by Chinese OEMs Boosting ADAS Code Volume in Asia
  • 4.2.2 OEM Shift to Centralized Zonal E/E Architectures Raising Middleware Spend Globally
  • 4.2.3 EU WP.29 OTA-Update Mandate Accelerating Secure Software Stacks in Europe
  • 4.2.4 Subscription-Based 'Functions-on-Demand' Models Expanding Post-Sale Software Revenues in North America
  • 4.2.5 U.S. IRA EV Incentives Driving Battery-Management Software Demand
  • 4.2.6 Roll-out of 5G-V2X Networks Enabling Edge-Cloud Automotive Software Services in South Korea
• 4.3 Market Restraints
  • 4.3.1 Fragmented Middleware Standards Hindering Cross-OEM Re-use
  • 4.3.2 Shortage of AUTOSAR Classic & Adaptive Developers in Europe Inflating Costs
  • 4.3.3 R155/R156 Cyber-Homologation Testing Costs Delaying Program Timelines
  • 4.3.4 Legacy CAN Architectures in Emerging Markets Limiting SDV Adoption
• 4.4 Value / Supply-Chain Analysis
• 4.5 Regulatory Outlook (UNECE R155/R156, U.S. OTA Rules, EU Cyber Resilience Act)
• 4.6 Technological Outlook (Zonal Architecture, AI Tool-chains, Over-the-Air Pipelines)
• 4.7 Porter's Five Forces Analysis
  • 4.7.1 Bargaining Power of Buyers
  • 4.7.2 Bargaining Power of Suppliers
  • 4.7.3 Threat of New Entrants
  • 4.7.4 Threat of Substitutes
  • 4.7.5 Competitive Rivalry

5 Market Size and Growth Forecasts (Value (USD))

• 5.1 By Software Layer
  • 5.1.1 Application Software
  • 5.1.2 Middleware
  • 5.1.3 Operating System
  • 5.1.4 Firmware / Basic Input-Output Software
• 5.2 By Application
  • 5.2.1 ADAS and Safety Systems
  • 5.2.2 Infotainment and Telematics
  • 5.2.3 Powertrain and Battery-Management
  • 5.2.4 Body Control and Comfort
  • 5.2.5 Connected Vehicle Services
• 5.3 By Vehicle Type
  • 5.3.1 Passenger Cars
  • 5.3.2 Light Commercial Vehicles
  • 5.3.3 Heavy Commercial Vehicles
• 5.4 By Propulsion
  • 5.4.1 Internal Combustion Engine Vehicles (ICE)
  • 5.4.2 Battery Electric Vehicles (BEV)
  • 5.4.3 Hybrid Electric Vehicles (HEV/PHEV)
• 5.5 By Deployment
  • 5.5.1 On-Board (Embedded)
  • 5.5.2 Off-Board (Cloud / Edge)
• 5.6 By Geography
  • 5.6.1 North America
    • 5.6.1.1 United States
    • 5.6.1.2 Canada
    • 5.6.1.3 Rest of North America
  • 5.6.2 South America
    • 5.6.2.1 Brazil
    • 5.6.2.2 Argentina
    • 5.6.2.3 Rest of South America
  • 5.6.3 Europe
    • 5.6.3.1 Germany
    • 5.6.3.2 United Kingdom
    • 5.6.3.3 France
    • 5.6.3.4 Italy
    • 5.6.3.5 Spain
    • 5.6.3.6 Rest of Europe
  • 5.6.4 Asia-Pacific
    • 5.6.4.1 China
    • 5.6.4.2 Japan
    • 5.6.4.3 India
    • 5.6.4.4 South Korea
    • 5.6.4.5 Rest of Asia-Pacific
  • 5.6.5 Middle East and Africa
    • 5.6.5.1 United Arab Emirates
    • 5.6.5.2 Saudi Arabia
    • 5.6.5.3 Turkey
    • 5.6.5.4 Rest of the Middle East and Africa

6 Competitive Landscape

• 6.1 Market Concentration
• 6.2 Strategic Moves
• 6.3 Market Share Analysis
• 6.4 Company Profiles (Includes Global Level Overview, Market Level Overview, Core Segments, Financials as Available, Strategic Information, Market Rank/Share for Key Companies, Products and Services, SWOT Analysis, and Recent Developments)
  • 6.4.1 Robert Bosch GmbH
  • 6.4.2 Continental AG
  • 6.4.3 Elektrobit
  • 6.4.4 BlackBerry Limited (QNX)
  • 6.4.5 Google LLC (Alphabet Inc.)
  • 6.4.6 Microsoft Corporation
  • 6.4.7 Wind River Systems
  • 6.4.8 NXP Semiconductors N.V.
  • 6.4.9 NVIDIA Corporation
  • 6.4.10 Aptiv PLC
  • 6.4.11 TTTech Auto AG
  • 6.4.12 Vector Informatik GmbH
  • 6.4.13 Infineon Technologies AG
  • 6.4.14 Intel Corporation
  • 6.4.15 LG Electronics Vehicle Solutions
  • 6.4.16 DENSO Corporation
  • 6.4.17 Panasonic Automotive Systems
  • 6.4.18 KPIT Technologies Ltd.
  • 6.4.19 Intellias Ltd.
  • 6.4.20 Tata Elxsi Ltd.
  • 6.4.21 Airbiquity Inc.
  • 6.4.22 MontaVista Software LLC
  • 6.4.23 Renesas Electronics Corporation
  • 6.4.24 HARMAN International
  • 6.4.25 GlobalLogic Inc.

7 Market Opportunities and Future Outlook