Automotive Software Business Models and Suppliers' Layout Research Report, 2023

Table of Content

1 Analysis of Automotive Software Business Model and Trend
1.1 Overview of Intelligent Vehicle Software Industry Chain
1.1.1 Intelligent Vehicle Software Architecture
1.1.2 Automotive Software Architecture Step Towards "Service-Oriented (SOA)" From "Signal-Oriented"
1.1.3 Transformation of Automobile Software Development Mode of OEMs
1.1.4 Types of Intelligent Vehicle Software
1.1.5 Automotive Software Supplier Categories
1.1.6 Software Empowers Automakers to Realize Value

1.2 Summary of Business Models of Intelligent Vehicle Software Related Suppliers
1.2.1 Main Business Types of Software Suppliers
1.2.2 Main Charging Models of Software Suppliers
1.2.3 Single Vehicle Software License Fee of Some Software Modules for Intelligent Vehicles
1.2.4 Automotive Software Sales Model
1.2.5 Summary of Business Models of Major Automotive Software Suppliers by Product (1)
1.2.6 Summary of Business Models of Major Automotive Software Suppliers by Product (2)
1.2.7 Summary of Business Models of Major Automotive Software Suppliers by Product (3)
1.2.8 Summary of Business Models of Major Automotive Software Suppliers by Product (4)
1.2.9 Summary of Business Models of Major Automotive Software Suppliers by Product (5)
1.2.10 Business Models of Major Automotive Software Products
1.2.11 Business Models of Major Automotive Software Suppliers
1.2.12 Evolution Trend of Role of Software Suppliers under SVD Trend
1.2.13 Software Development Strategies of OEMs
1.2.14 Software Value Realization Solution of Suppliers
1.2.15 Evolution Trend of Value Realization Mode of Intelligent Vehicle Software
1.2.16 Proportion of Value Realization Mode of Intelligent Vehicle Software

1.3 Development Trend of Smart Vehicle Software Business Model
1.3.1 Change of Role of Software Suppliers under SVD Trend
1.3.2 Automotive Software Market Size
1.3.3 Ecological Trend of Flattening and Joint Development of Automotive Supply
1.3.4 Software Suppliers Ecological Cooperation, Deep Binding with Upstream Partners
1.3.5 Exploration of Software Suppliers Cooperation Model
1.3.6 Charging Strategy of Software Suppliers
1.3.7 Exploration of Charging Model of Software Suppliers (1)
1.3.8 Exploration of Charging Model of Software Suppliers (2)
1.3.9 Exploration of Future Development Trends and Business Models of Automotive Software Product (1)
1.3.10 Exploration of Future Development Trends and Business Models of Automotive Software Product (2)


2. Analysis on OEMs’ Response to Software Innovation Strategy
2.1 OEMs’ Response to Software Innovation Strategy
2.1.1 OEMs’ Software Innovation Layout Strategy (1)
2.1.2 OEMs’ Software Innovation Layout Strategy (2)
2.1.3 OEMs’ Software Innovation Layout Strategy (3)
2.1.4 OEMs’ Software Innovation Layout Strategy (4)
2.1.5 OEMs’ Software Innovation Layout Strategy (5)
2.1.6 OEMs’ Software Innovation Layout Strategy (6)
2.1.7 OEMs’ Software Innovation Layout Strategy (7)
2.1.8 OEMs’ Software Innovation Layout Strategy (8)
2.1.9 OEMs’ Software Innovation Layout Strategy (9)
2.1.10 OEMs’ Software Innovation Layout Strategy (10)
2.1.11 OEMs’ Software Innovation Layout Strategy (11)
2.1.12 OEMs’ Software Innovation Layout Strategy (12)
2.2 Mercedes-Benz
2.2.1 Mercedes-Benz Software Business Layout
2.2.2 Mercedes-Benz Software Business Unit
2.2.3 Localized Software Business Layout in China
2.2.4 Software Layout Strategy
2.2.5 Mercedes-Benz Software Level Partners
2.3 BMW
2.3.1 BMW Software Business Layout (1)
2.3.2 BMW Software Business Layout (2)
2.3.3 Localized Software Business Layout in China (1)
2.3.4 Localized Software Business Layout in China (2)
2.4 VW
2.4.1 Software Platform Planning
2.4.2 Volkswagen Software Business Team Building
2.4.3 Organizational Structure Adjustment of Software Department and Software Talent Strategy
2.4.4 Software Team Layout in China
2.4.5 Software Platform System Planning of Chinese Team
2.4.6 Global Partners
2.5 Ford
2.5.1 Ford Software Business Layout
2.5.2 Ford Software Business Team (1)
2.5.3 Ford Software Business Team (2)
2.5.4 Software Business Layout Strategy
2.6 SAIC Motor Group
2.6.1 SAIC Software Business Layout
2.6.2 SAIC Software Business Layout Strategy (1)
2.6.3 SAIC Software Business Layout Strategy (2)
2.6.4 SAIC Software Business Layout Strategy (3)
2.6.5 SAIC Software Business Layout Strategy (4)
2.7 Great Wall Motors
2.7.1 Intelligent Business Layout
2.7.2 Forest Ecosystem Map
2.7.3 Software Team Building
2.7.4 Software Layout Strategy (1)
2.7.5 Software Layout Strategy (2)
2.7.6 Software Cooperation Ecosystem
2.8 Geely Automobile
2.8.1 Software Business Layout
2.8.2 Software Business Layout Strategy
2.8.3 Software Business Layout Planning
2.9 Changan Automobile
2.9.1 Software Business Layout
2.9.2 Software Business Planning
2.9.3 Software Business Team Construction (1)
2.9.4 Software Business Team Construction (1)
2.10 XPeng Motors
2.10.1 Software Business Layout
2.10.2 Software Business Strategy
2.10.3 R&D Center Distribution
2.10.4 Organization Structure
2.10.5 AI-oriented Transformation
2.10.6 Organizational reconstruction


3. Analysis on Automotive Operating System (OS) Innovation Requirements and Layout Model
3.1 Development Status Quo and Trend of Automotive OS Business Mode
3.1.1 Types of Automotive OS
3.1.2 OS in Narrow Sense and Generalized Sense Coexist
3.1.3 Types of Automotive OS Business Mode
3.1.4 Business Model of Each Module of Automotive OS in Generalized Sense
3.1.5 Business Model of Major Automotive OS Enterprises
3.1.6 Business Model of Smart Cockpit OS
3.1.7 Business Model of Autonomous Driving OS Suppliers
3.1.8 Automotive OS Development Trend and Business Model Exploration
3.2 Exploration of OEM OS Innovation Requirements and Layout Mode: Vehicle OS
3.2.1 OS Demand Changes under EEA Evolution
3.2.2 Automotive OS Requirements Step Towards Vehicle OS
3.2.3 Vehicle OS
3.2.4 Vehicle OS Architecture
3.2.5 Vehicle OS Purpose
3.2.6 Core Software Layer of Vehicle OS
3.2.7 Evolution of Vehicle OS Development Model
3.2.8 Main Layout Mode of OEM Vehicle OS
3.2.9 Main Limiting Factors of OEMs Self-developed Vehicle OS
3.2.10 Typical Case of OEM OS Layout (1)
3.2.11 Typical Case of OEM OS Layout (2)
3.2.12 Typical Case of OEM OS Layout (3)
3.2.13 Typical Case of OEM OS Layout (4)
3.2.14 Typical Case of OEM OS Layout (5)
3.2.15 Typical Case of OEM OS Layout (6)
3.2.16 Typical Case of OEM OS Layout (7)
3.2.17 Typical Case of OEM OS Layout (8)
3.2.18 Selection Strategy of Basic Software Module such as Underlying OS When Building Vehicle OS
3.2.19 Market Opportunities of Vehicle OS of Suppliers
3.2.20 Role Evolution of Automotive OS Software Vendors
3.2.21 Evolution of Business Model under Vehicle OS Trend
3.2.22 Automotive OS Market Development Trends in 2023 (1)
3.2.23 Automotive OS Market Development Trends in 2023 (2)
3.2.24 Vehicle OS Layout Case of Suppliers (1)
3.2.25 Vehicle OS Layout Case of Suppliers (2)
3.2.26 Vehicle OS Layout Case of Suppliers (3)
3.2.27 Vehicle OS Layout Case of Suppliers (4)
3.2.28 Vehicle OS Layout Case of Suppliers (5)
3.2.29 Vehicle OS Layout Case of Suppliers (6)
3.2.30 Vehicle OS Layout Case of Suppliers (7)
3.2.31 Vehicle OS Layout Case of Suppliers (8)
3.2.32 Vehicle OS Layout Case of Suppliers (9)
3.2.33 Vehicle OS Layout Case of Suppliers (10)
3.2.34 Vehicle OS Layout Case of Suppliers (11)
3.2.35 Vehicle OS Layout Case of Suppliers (12)
3.2.36 Vehicle OS Layout Case of Suppliers (13)
3.2.37 Vehicle OS Layout Case of Suppliers (14)
3.3 Major Automotive OS Suppliers and Business Model
3.3.1 Basic Automotive OS and Business Model
3.3.2 Automotive RTOS and Business Model (1?
3.3.3 Automotive RTOS and Business Model (2?
3.3.4 Automotive OS and Business Model (1)
3.3.5 Automotive OS and Business Model (2)
3.3.6 Automotive OS and Business Model (3)
3.3.7 Automotive OS and Business Model (4)

4. Analysis on Automotive Intelligent Cockpit Innovation Requirements and Layout Model
4.1 Business Model and Trend of Intelligent Cockpit Software System
4.1.1 Development and Evolution Trend of Intelligent Cockpit System
4.1.2 Four Supply Modes of Intelligent Cockpit System
4.1.3 Intelligent Cockpit Software Platform Suppliers and Business Models (1)
4.1.4 Intelligent Cockpit Software Platform Suppliers and Business Models (2)
4.1.5 Intelligent Cockpit Software Platform Suppliers and Business Models (3)
4.1.6 Automotive Cockpit Application Software Layer Industry Chain
4.1.7 Business Model of Main Cockpit Application Software Module
4.1.8 Business Model Trends of Main Cockpit Application Software Module
4.2 Innovation Requirements and Layout Model of OEM Cockpit Software (1)
4.2.1 OEMs Actively Promote Chat GPT and Other AI Large Model Platforms to Get on Smart Cockpit
4.2.2 Application Field of AI Large Model in Automotive
4.2.3 Layout and Business model of GPT Large Model of Major Suppliers (1): Generative AI Large Model
4.2.4 Layout and Business model of GPT Large Model of Major Suppliers (2): Generative AI Large Model
4.2.5 Layout and Business model of GPT Large Model of Major Suppliers (3): Generative AI Large Model
4.2.6 Business Model Exploration of AI Large Model
4.2.7 Layout Model of AI Large Model of OEMs
4.2.8 Typical Case of Layout Model of AI Large Model in Automotive (1)
4.2.9 Typical Case of Layout Model of AI Large Model in Automotive (2)
4.2.10 Typical Case of Layout Model of AI Large Model in Automotive (3)
4.2.11 Typical Case of Layout Model of AI Large Model in Automotive (4)
4.2.12 Typical Case of Layout Model of AI Large Model in Automotive (5)
4.2.13 Typical Case of Layout Model of AI Large Model in Automotive (6)
4.2.14 Typical Case of Layout Model of AI Large Model in Automotive (7)
4.2.15 Typical Case of Layout Model of AI Large Model in Automotive (8)
4.3 Innovation Requirements and Layout Model of OEM Cockpit Software (2)
4.3.1 More and More Automakers Apply 3D Engines to Intelligent Cockpit
4.3.2 Layout and Business Model of Automotive 3D Engine Application in Intelligent Cockpit
4.3.3 Typical Case of Layout Model of 3D Engine Application in Intelligent Cockpit (1)
4.3.4 Typical Case of Layout Model of 3D Engine Application in Intelligent Cockpit (2)
4.3.5 Typical Case of Layout Model of 3D Engine Application in Intelligent Cockpit (3)
4.3.6 Typical Case of Layout Model of 3D Engine Application in Intelligent Cockpit (4)
4.3.7 Typical Case of Layout Model of 3D Engine Application in Intelligent Cockpit (5)
4.3.8 Typical Case of Layout Model of 3D Engine Application in Intelligent Cockpit (6)
4.3.9 Typical Case of Layout Model of 3D Engine Application in Intelligent Cockpit (7)
4.3.10 Typical Case of Layout Model of 3D Engine Application in Intelligent Cockpit (8)
4.3.11 Typical Case of Layout Model of 3D Engine Application in Intelligent Cockpit (9)
4.3.12 Typical Case of Layout Model of 3D Engine Application in Intelligent Cockpit (10)
4.3.13 Typical Case of Layout Model of 3D Engine Application in Intelligent Cockpit (11)
4.3.14 Game Engine Business Model
4.3.15 Automotive HMI Software Business Model
4.3.16 Latest Products and Business Models of Major HMI Design Software Suppliers (1)
4.3.17 Latest Products and Business Models of Major HMI Design Software Suppliers (2)
4.3.18 Latest Products and Business Models of Major HMI Design Software Suppliers (3)
4.3.19 Latest Products and Business Models of Major HMI Design Software Suppliers (4)
4.3.20 Latest Products and Business Models of Major HMI Design Software Suppliers (5)
4.4 Innovation Requirements and Layout Model of OEM Cockpit Software (3)
4.4.1 Deep Integration of Head Unit and Mobile Phone
4.4.2 Barriers of Head Unit and Mobile Phone Integration
4.4.3 Direction of Deep Integration of Head Unit and Mobile Phone (1)
4.4.4 Direction of Deep Integration of Head Unit and Mobile Phone (2)
4.4.5 Direction of Deep Integration of Head Unit and Mobile Phone (3)
4.4.6 Direction of Deep Integration of Head Unit and Mobile Phone (4)
4.4.7 Direction of Deep Integration of Head Unit and Mobile Phone (5)
4.4.8 Direction of Deep Integration of Head Unit and Mobile Phone (6)
4.4.9 OEMs’ Layout in Deep Integration of Head Unit and Mobile Phone (1)
4.4.10 OEMs’ Layout in Deep Integration of Head Unit and Mobile Phone (2)
4.4.11 OEMs’ Layout in Deep Integration of Head Unit and Mobile Phone (3)
4.4.12 OEMs’ Layout in Deep Integration of Head Unit and Mobile Phone (4)
4.4.13 OEMs’ Layout in Deep Integration of Head Unit and Mobile Phone (5)
4.4.14 OEMs’ Layout in Deep Integration of Head Unit and Mobile Phone (6)
4.4.15 Exploration of Business Model of Deep Integration of Head Unit and Mobile Phone
4.4.16 Typical Case of Deep Integration of Head Unit and Mobile Phone (1)
4.4.17 Typical Case of Deep Integration of Head Unit and Mobile Phone (2)
4.4.18 Typical Case of Deep Integration of Head Unit and Mobile Phone (3)
4.4.19 Typical Case of Deep Integration of Head Unit and Mobile Phone (4)
4.4.20 Typical Case of Deep Integration of Head Unit and Mobile Phone (5)

4.5 Innovation Requirements and Layout Model of OEM Cockpit Software (4)
4.5.1 New Requirement of Automotive Acoustics
4.5.2 Status Quo of Acoustic Software Business Models
4.5.3 Summary of Acoustic Software Vendors Business Model
4.5.4 Evolution of Acoustic Software Procurement Model of Automakers
4.5.5 Exploration of Acoustic Software Business Model
4.5.6 Acoustic Software Vendors Business Model (1)
4.5.7 Acoustic Software Vendors Business Model (2)
4.5.8 Acoustic Software Vendors Business Model (3)
4.5.9 Acoustic Technology Layout and Business Models of Major Suppliers
4.5.10 Typical Case (1)
4.5.11 Typical Case (2)
4.5.12 Typical Case (3)
4.5.13 Typical Case (4)
4.5.14 Typical Case (5)
4.6 Innovation Requirements and Layout Model of OEM Cockpit Software (5)
4.6.1 AR-HUD Becomes a Hot Spot
4.6.2 Core Technology of AR HUD Industry
4.6.3 Main Direction of AR-HUD Software Upgrade
4.6.4 AR Creator becomes the core element of AR-HUD, software capabilities are particularly important
4.6.5 AR Creator integrated Head Unit System
4.6.6 Supply Mode of AR HUD Software (1)
4.6.7 Supply Mode of AR HUD Software (2)
4.6.8 Business Models of AR HUD Software Suppliers (1)
4.6.9 Business Models of AR HUD Software Suppliers (2)
4.6.10 Business Models of AR HUD Software Suppliers (3)
4.6.11 Typical Case (1)
4.6.12 Typical Case (2)
4.6.13 Typical Case (3)
4.7 Innovation Requirements and Layout Model of OEM Cockpit Software (6)
4.7.1 Advanced Evolution of HMI Driven by New technologies such as AI Large Model
4.7.2 Multimodal Interactive Software Supply Trend: Shift from Single Module to Integrated Supply
4.7.3 Product Layout Strategy of HMI Suppliers (1)
4.7.4 Product Layout Strategy of HMI Suppliers (2)
4.7.5 Product Layout Strategy of HMI Suppliers (3)
4.7.6 Multimodal Fusion Interactive Layout (1)
4.7.7 Multimodal Fusion Interactive Layout (2):
4.7.8 Multimodal Fusion Interactive Software Suppliers and Business Models (1)
4.7.9 Multimodal Fusion Interactive Software Suppliers and Business Models (2)
4.7.10 Multimodal Fusion Interactive Software Suppliers and Business Models (3)
4.7.11 Voice Software Suppliers and Business Models (1)
4.7.12 Voice Software Suppliers and Business Models (2)
4.7.13 Voice Software Suppliers and Business Models (3)
4.7.14 Voice Software Suppliers and Business Models (4)
4.7.15 DMS Visual Perception Algorithm Suppliers and Business Models (1)
4.7.16 DMS Visual Perception Algorithm Suppliers and Business Models (2)
4.7.17 DMS Visual Perception Algorithm Vendors and Business Models (3)

5. Analysis on Autonomous Driving Innovation Requirements and Layout Model
5.1 Business Model and Trend of Autonomous Driving System Software
5.1.1 Autonomous Driving Supply Chain Model
5.1.2 Layout of OEM Autonomous Driving: Cooperation + Establishment of Subsidiaries + Self-research (1)
5.1.3 Layout of OEM Autonomous Driving: Cooperation + Establishment of Subsidiaries + Self-research (2)
5.1.4 Autonomous Driving Business Model
5.1.5 OEMs’ Ecological Layout of Autonomous Driving Software
5.1.6 Autonomous Driving Commercial Landing Scenarios and Autonomous Driving Enterprise Business Models
5.1.7 Autonomous Robotaxi Business Model Exploration
5.1.8 Autonomous Driving Software Layer Industry Chain
5.1.9 Business Model of Autonomous Driving Corresponding Software Module
5.1.10 Autonomous Driving System Suppliers and Business Models (1)
5.1.11 Autonomous Driving System Suppliers and Business Models (2)
5.1.12 Autonomous Driving System Suppliers and Business Models (3)
5.1.13 Autonomous Driving System Suppliers and Business Models (4)
5.1.14 Autonomous Driving System Suppliers and Business Models (5)
5.1.15 Business Model of ADAS System aftermarket Suppliers
5.2 Innovation Requirements and Layout Model of OEM Autonomous Driving Software (1)
5.2.1 Accelerated Installation Realization of NOA Function
5.2.2 OEMs NOA Layout (1)
5.2.3 OEMs NOA Layout (2)
5.2.4 OEM NOA Layout Case (1)
5.2.5 OEM NOA Layout Case (2)
5.2.6 OEM NOA Layout Case (3)
5.2.7 OEM Urban NOA Charging Model
5.2.8 NOA Supplier Competition
5.2.9 Supply Strategies of Major NOA Suppliers (1)
5.2.10 Supply Strategies of Major NOA Suppliers (2)
5.2.11 Trend of "Off Map" NOA
5.2.12 Layout of NOA without HD Map
5.2.13 Supply Strategies of Major NOA Suppliers (3)
5.3 Innovation Requirements and Layout Model of OEM Autonomous Driving Software (2)
5.3.1 AI Large Model fully Empowers Autonomous Driving (1)
5.3.2 AI Large Model fully Empowers Autonomous Driving (2)
5.3.3 Intelligent Driving Car Equipped with AI Large Model
5.3.4 AI Model to Promote Profitable Development of OEM Software
5.3.5 GPT Large Model and Business Model of Major Suppliers (1)
5.3.6 GPT Large Model and Business Model of Major Suppliers (2)
5.3.7 GPT Large Model and Business Model of Major Suppliers (3)
5.3.8 Layout of OEM GPT Large Model
5.3.9 Typical Case (1)
5.3.10 Typical Case (2)
5.3.11 Typical Case (3)
5.3.12 Typical Case (4)
5.4 Innovation Requirements and Layout Model of OEM Autonomous Driving Software (3)
5.4.1 Current Mainstream Autonomous Driving Algorithm is a Modular Architecture
5.4.2 Types of Autonomous Driving Algorithm Suppliers
5.4.3 Supply Mode of Autonomous Driving Algorithm
5.4.4 Software 2.0 Drives Autonomous Driving Algorithms to Evolve End-to-End
5.4.5 End-to-end Autonomous Driving Algorithm becomes Long-term Consensus
5.4.6 Development Roadmap of End-to-end Autonomous Driving Model
5.4.7 End-to-end Autonomous Driving Model Layout (1)
5.4.8 End-to-end Autonomous Driving Model Layout (2)
5.4.9 Suppliers’ Layout of End-to-end Autonomous Driving Algorithm (1)
5.4.10 Suppliers’ Layout of End-to-end Autonomous Driving Algorithm (2)
5.4.11 BEV + Transformer Delivers High-quality Perception Data to End-to-end
5.4.12 OEMs BEV + Transformer Applications
5.4.13 Tesla’s self-developed End-to-end Autonomous Driving Model


6. Analysis on Automotive Cloud Platform Innovation Requirements and Layout Model
6.1 Business Model and Trend of Cloud Platform Layer Software
6.1.1 Business Model of Corresponding Modules of Cloud Platform Layer
6.1.2 vehicle to everything business model
6.1.3 V2X payment model exploration
6.1.4 Cloud Platform Service Provider and OEM Cooperation Model
6.1.5 Cloud Platform Service Forms and Charging Models
6.1.6 Service Form of Main Cloud Platform Providers
6.1.7 Development Trend of Automotive Cloud Service
6.1.8 Three Development Directions of Automotive Cloud Service Requirements
6.1.9 Five Features of Automotive Cloud Service Requirements
6.1.10 Key Decisions of OEMs to Procure Cloud Service
6.1.11 Cloud Application of OEMs
6.1.12 Automotive Cloud Business Model
6.1.13 Cloud Layout Strategy
6.1.14 Development Trend of Vehicle Cloud Integration
6.1.15 Cloud Service Business Model for Future Vehicles
6.2 Innovation Requirements and Layout Model of OEM Cloud Related Software (1)
6.2.1 Cloud Native Development Course
6.2.2 Application of Cloud Native Architecture Gradually Realize Concept of Cloud Empowering Car and Car Serving People
6.2.3 Cloud Native Technology Development
6.2.4 Combination of Data Lake and Cloud Native has become a hot spot for Cloud Platform Enterprises to Explore
6.2.5 Cloud Native Technology Business Model
6.2.6 OEMs Cloud Native Layout
6.2.7 OEM Cloud Native Layout Case (1)
6.2.8 OEMs Cloud Native Layout Cases (2)
6.2.9 OEMs Cloud Native Layout Cases (3)
6.2.10 OEMs Cloud Native Layout Cases (4)
6.2.11 Cloud Native Supply Strategy
6.2.12 Cloud Native Product Case (1)
6.2.13 Cloud Native Product Case (2)
6.2.14 Cloud Native Product Case (3)
6.3 Innovation Requirements and Layout Model of OEM Cloud Related Software (2)
6.3.1 OTA Industry Chain
6.3.2 OTA Business Model
6.3.3 OTA Operating Business Model
6.3.4 Evolution Trend of OTA Technology Complying with Intelligent Vehicle Development
6.3.5 OTA Supplier Supply Strategy (1)
6.3.6 OTA Supplier Supply Strategy (2)
6.3.7 OTA-related Suppliers Business Model (1)
6.3.8 OTA-related Suppliers Business Model (2)
6.3.9 OTA-related Suppliers Business Model (3)