Software Defined Vehicle (SDV) Ecosystem Forecast
A comprehensive, end‑to‑end view of the global automotive software supply chain. Understand who builds what, how software is sourced, and where the market is moving.
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Get complete mapping of the automotive software stack
The SDV Ecosystem Forecast provides a complete mapping of the automotive software stack—from Cloud to Hypervisor—across all OEMs, brands, and nameplates.
It reveals in‑house vs. outsourced development, supplier market share, and evolving OEM strategies tied to electrification, autonomy, and next‑generation E/E architectures.
Built on S&P Global Mobility’s forecasting engine, the SDV Ecosystem delivers quarterly‑updated data and analytics covering 2023–2037, enabling OEMs, suppliers, chipmakers, and investors to make informed, confident decisions.
Built on S&P Global Mobility's forecasting engine, the SDV Ecosystem delivers quarterly‑updated data and analytics covering 2023-2037, enabling OEMs, suppliers, chipmakers, and investors to make informed, confident decisions.
How It Works
The SDV Ecosystem forecast uses Mobility Global’s multi‑layered forecasting methodology:
- Over 16 million monthly‑updated forecast data points.
- 200 analysts globally contributing OEM insights, supplier research, and market validation.
- Integrated datasets across E/E architectures, autonomy, propulsion, and connected services.
- Supplier partnerships, Make‑or‑Buy decisions, and software deployment patterns tracked across 2023–2037.
- Normalized across global taxonomies for consistent analysis.
What’s Included
Mapping of software suppliers across Cloud, Platform Services, Cybersecurity, Middleware, Operating System, Hypervisor, and Complete SW Stack.
- In‑house vs. outsourced software development share for each OEM.
- Top three suppliers per software layer and per OEM.
- Cross‑domain correlations integrating propulsion, autonomy, production, and E/E architecture data.
- Quarterly updates with access to both Nameplate‑level and OEM‑level views.
- 7‑year and 12‑year forecast horizons.
Benefits
Uniquely trusted, comprehensive view of SDV ecosystem
Supplier mapping
Understand the top suppliers across Cloud, Platform Services, Cybersecurity, Middleware, OS, Hypervisor, and the Complete SW Stack, with visibility into supplier penetration and OEM alignment.
Development insights
Evaluate in‑house vs. outsourced software development strategies for every OEM and identify Make‑or‑Buy patterns that signal partnership, sourcing, or competitive opportunities.
Integrated data
Leverage cross‑domain intelligence combining E/E architecture, propulsion, autonomy, and connected services to create a unified view of SDV ecosystem dynamics.
Strategic overview
Access a holistic, data‑driven perspective of the global SDV landscape to support investment decisions, product planning, competitive benchmarking, and long‑range SDV strategy.
FAQs
Which services are included in the Cloud software layer?
The Cloud layer includes backend and connected-vehicle services such as data storage and analytics, OTA update management, fleet management, digital twin, cybersecurity monitoring, and developer platforms (IDE / CI‑CD / DevOps integration).
How does the SDV Ecosystem relate to the SDV Readiness forecast?
The SDV Ecosystem forecast maps who supplies what and how software is sourced and deployed. The SDV Readiness forecast evaluates how mature each vehicle or OEM is in implementing SDV principles. Together they provide both supply‑side and demand‑side visibility of the SDV landscape.
Which domains are covered by the Hypervisor software layer?
The Hypervisor layer supports central compute, ADAS, infotainment, and body/chassis controllers. It enables virtual machines to run on shared processors, supporting functional safety and ECU consolidation.
What indicates the percentage of in house development for each software layer?
It represents the portion of software functionality developed or controlled directly by the OEM versus sourced externally. This reflects the OEM’s vertical integration and software independence strategy.
Why is the Application software layer not included?
The Application layer is excluded because it is highly vehicle‑specific and rapidly evolving across ADAS, HMI, energy, comfort, and other functions. The SDV Ecosystem focuses on foundational software layers that can be benchmarked consistently across OEMs.
What is the definition of Software Supplier in this forecast?
A Software Supplier is any company providing software integrated into the vehicle software stack—directly to OEMs or through Tier‑1s—across Cloud, Platform Services, Cybersecurity, Middleware, OS, Hypervisor, or Full Stack.
What is the meaning of Unified Auto OS?
A consolidated operating system used across multiple vehicle domains (cockpit, ADAS, body, powertrain). It supports cross‑domain data exchange, common APIs, central updates, and unified security management.
Why do we display Supplier 1, Supplier 2, and Supplier 3 for each software layer?
These represent the top three suppliers by volume or penetration for each software layer, OEM, and nameplate. This provides insight into market concentration, supplier dominance, and diversification trends.