1、 2023 Boston Consulting Group1 The automotive industry is on the cusp of a major transformation driven by significant advances inautomotive soware.Historically,this soware primarily served as an enabler for hardware sales.Today,the industry is entering a new era in which soware takes center stage,tr

2、ansforming vehiclesinto“computers on wheels”and becoming a distinct value pool.Where Will Soware Drive the AutoIndustry Next?OCTOBER 06,2023 By Alex Koster,Nikolaus Lang,Markus Hagenmaier,Sophie Hohler,and Johannes WahlREADING TIME:12 MIN 2023 Boston Consulting Group2What does the transformation mea

3、n for the auto industry?Aer delving into the market context andemerging revenue pools,we present our five core beliefs about this impending shi and explain why“co-opetition”is essential for success.Soware Is Emerging as a Distinct Value PoolThe overall automotive soware and electronics market,includ

4、ing the supplier and consumersegments,is projected to grow to nearly$660 billion by 2030,more than doubling todays size of$320billion.(See Exhibit 1.)The supplier segment will grow to$411 billion by 2030(8%CAGR)while theconsumer segment will reach$248 billion(16%CAGR).From 2023 to 2035,we expect the

5、 overall market to experience 12%annual growth,reaching$1.2trillion.Of this amount,the soware and electronics supplier market will account for$600 billion,representing 25%of the general automotive supplier market.The soware and electronics consumersegment,consisting of revenues from soware-based ser

6、vices marketed to end consumers,willaccount for$550 billion,representing 15%of the general automotive consumer market.Adisproportionate share of the market growth will come from applications and the smart mobilityecosystem.(See“Under the Hood of Soware-Defined Vehicles.”)A soware-defined vehiclethat