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Passenger Vehicle OEM Strategies for Automotive Operating Systems
OEMs to Rely on Tier Suppliers’ Embedded Hardware and Software Solutions Until Capable of Delivering In-house Standardized OS for Future Software-defined Vehicles
12-Oct-2023
Global
Market Research
MGEF-01-00-00-00
AU_2023_210
The automotive industry is undergoing a major transition and redefining the vehicle development process. To include numerous technologies tied to the concept of connected, autonomous, shared, and electric (CASE) mobility, OEMs have chosen to adopt the software-defined vehicle (SDV) development approach. With the SDV approach, OEMs extend features and function that they can update throughout the vehicle life cycle, which provides opportunities for recurring and sustainable revenue.
To achieve an SDV, OEM are redesigning vehicle electrical/electronic (EE) architecture by consolidating functions in domains and zones. They are making huge investments in software development, and specifically in a base software platform, that will enable them to extend software-driven features and functions called the vehicle operating system (OS).
Key Issues Addressed
- What is a vehicle OS, and how are OEMs defining it?
- What are the OEMs’ strategies in developing vehicle OSs?
- What are the key trends in the vehicle OS market?
- What challenges are OEMs facing in OS development?
- How will the Tier I suppliers’ role change in the value chain?
- What are the top growth opportunities in this market?
Author: Varun Murthy
Why Is It Increasingly Difficult to Grow?
The Strategic Imperative 8™
The Impact of the Top 3 Strategic Imperatives on the Vehicle Operating System (OS) Industry
Growth Opportunities Fuel the Growth Pipeline Engine™
Scope of Analysis
Growth Drivers
Growth Drivers (continued)
Growth Restraints
Growth Restraints (continued)
Key Trends in the Vehicle OS Market
What is an OS?
Evolution of Vehicle OSs
Future Vehicle OSs: Definition and Key Functions
High-level Generic Vehicle OS Architecture
Types of Vehicle OSs
Vehicle OS Sourcing Strategies
OEMs’ Challenges in SW Platform Development
Change of Tier I Suppliers’ Role in the Value Chain
Vehicle OS Ecosystem
CARIAD VW.OS
CARIAD VW.OS (continued)
Hyundai Connected Car OS (ccOS)
Hyundai ccOS (continued)
Toyota Arene OS
Toyota Arene OS (continued)
MB.OS
MB.OS (continued)
Nio
Nio (continued)
Tesla
Tesla (continued)
Ford
Ford (continued)
GM Ultifi
BMW Neue Klasse
BMW Neue Klasse (continued)
Typical OEM.OS Strategies
Key Insights from OEM.OS Strategies
OEM.OS Strategy Benchmarking
OEM.OS Strategy Benchmarking (continued)
OEM.OS Strategy Benchmarking (continued)
OEM.OS Strategy Benchmarking (continued)
OEM Benchmarking
AAOS
OEMs Adopting AAOS
AUTOSAR and AGL
Cooperative Approach to OS and SW Development
Cooperative Approach to OS and SW Development (continued)
Blackberry
Elektrobit
Red Hat
Green Hills Software
Wind River
Vector Informatik
OS Solution Benchmarking
Growth Opportunity 1: SDVs Opening New Avenues for Repeatable Revenue Generation
Growth Opportunity 1: SDVs Opening New Avenues for Repeatable Revenue Generation (continued)
Growth Opportunity 2: Collaboration between OEMs and SW Companies for OS Development
Growth Opportunity 2: Collaboration between OEMs and SW Companies for OS Development (continued)
Growth Opportunity 3: Cloud Computing and Functional Virtualization will Open Opportunities for Cloud Technology Developers
Growth Opportunity 3: Cloud Computing and Functional Virtualization will Open Opportunities for Cloud Technology Developers (continued)
The Last Word
Your Next Steps
Why Frost, Why Now?
List of Exhibits
Legal Disclaimer
List of Figures
- Vehicle OS Market: Growth Drivers, Global, 2023–2028
- Vehicle OS Market: Growth Restraints, Global, 2023–2028
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