조사회사 : MarketsandMarkets (마켓츠앤마켓츠) 출판년월 : 2024년08월
Autonomous Driving Software Market – Global Forecast to 2035
자율주행 소프트웨어 시장 – 자율성 수준(L2+, L3, L4), 차량 유형(승용차, 상용차), 추진 장치(ICE, 전기), 소프트웨어 유형(인식 및 계획, 운전자, 차내 감지, 모니터링) – 2035년까지 세계 예측
Autonomous Driving Software Market by Level of Autonomy (L2+, L3, L4), Vehicle Type (Passenger Cars, Commercial Vehicles), Propulsion (ICE, Electric), Software Type (Perception & Planning, Chauffeur, Interior Sensing, Monitoring) – Global Forecast to 2035
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Report Overview
The global autonomous driving software market is projected to grow from USD 1.8 billion in 2024 to USD 7.0 billion in 2035, at a CAGR of 13.3%.
전세계 자율주행 소프트웨어 시장은 2024년 18억 달러에서 2035년 70억 달러까지 CAGR 13.3%로 성장할 것으로 예상됩니다.
With the growing advancement and adoption of ADAS features, the complexity and significance of software in these vehicles is gaining consistent traction. Today, the passenger cars segment has already achieved 45-60% penetration in the L2/L2+ segment. As the automotive industry moves towards L3 and above autonomy levels, the cost of software in the vehicle is expected to rise to as high as 45% in the short term and fall consequently by 2035. Furthermore, the proliferation of electric vehicles and shared mobility services is increasing the demand for autonomous driving software. To stimulate demand, the new OEM wants to convert to a software-driven vehicle centralized architecture, develop modular vehicle skateboards, and increase spending on complementary technologies such as Al/Gen Al, intelligent cockpits, and higher levels of automation.
“L3 segment is expected to hold a significant share of autonomous driving software market during the forecast period.”
L3 autonomous vehicles employ cutting-edge software and hardware components that work together to build a precise, real-time map of the vehicle’s surroundings, allowing the system to make sound driving decisions. The software algorithms process the data, detect potential threats, and handle complex driving conditions. All of these technologies respond to the growing need for road safety, propelling the autonomous driving software sector. Multiple level 3 autonomous car models have been released in recent years. Mercedes-Benz, for example, launched the L3 S-Class and EQS autonomous passenger vehicles in 2023. BMW also offers L3 autonomy in the 7 Series G70. On the other hand, Stellantis plans to launch its L3 vans in 2024. During the forecast period, Asia Pacific is expected to hold the largest market size of autonomous driving software solutions in L3 autonomy. Asia Pacific countries are actively working on the development of higher autonomy in vehicles. Further, OEMs and technology providers in the region are actively collaborating to stay competitive in this evolving technological landscape. China and Japan are a few countries that have provided a testing ground for L3 autonomy. For instance, in December 2023, IM Motors (China) got a permit to test L3 self-driving vehicles in Shanghai. Previously, in September 2023, the Japanese government aimed for nationwide autonomous driving lanes. This means that the automated system can drive the vehicle under certain conditions, such as when the vehicle is in congested traffic on an expressway.
“Perception and planning software to lead the development in fully autonomous vehicles”
Perception and planning software allow vehicles to effectively perceive and plan their way through the environment. Running a complex program, the software converts input data from an array of sensors—cameras, radar, and lidar—into a detailed and accurate model of the environment; thus, it classifies items like other vehicles, pedestrians, traffic signs, and obstructions by processing such data. All this allows a self-driven vehicle to make informed decisions in real time. Complex algorithms and methodologies are used for identification of environment and assessment for distinction between objects and forecasting the movement of the same. These are the key factors to stay collision-free and travel safely in a variety of driving conditions. Planning software defines the route that is safest and most efficient for the vehicle to follow. Safe and efficient routing is created by combining environmental data that is collected in real time with traffic rules. This includes real-time analysis of dynamic events, such as merging into a busy road or avoiding unexpected barriers. Planning software changes the path that the vehicle takes in response to changes in the environment to ensure that the ride is both smooth and safe. This includes real-time analysis of dynamic events, for example, merging into busy highways, and avoiding unexpected bottlenecks. The planning software continuously modifies the path of the vehicle according to environmental changes to ensure a smooth and safe ride.
Companies such as NVIDIA, Aurora Innovation Inc., Mobileye, PlusAl, and Waymo offer perception and planning software meant for autonomous driving. For instance, NVIDIA Drive is an end-to-end platform for autonomous vehicles, which consists of in-car computing hardware, including the Orin system-on-a-chip, while also including the complete software stack for AV and AI cockpit applications. It also provides PlusVision, which is an AI program for perception used in advanced safety systems and ADAS applications, with increased levels of autonomy. It leverages the strongest deep neural networks, including transformer-based models, for best-in-class perceptual capabilities. PlusAl’s PlusDrive is also an advanced L2+ Driver Assist System utilizing Level 4 autonomous driving technologies. Plus Drive® permits supervised autonomy in order for the drivers to execute maneuvers appropriately and safely.
“Europe is expected to have significant growth during the forecast period.”
According to experts, Europe’s severe emission standards and zero-emission ambitions significantly impact passenger and commercial vehicle manufacturers. This led to most manufacturers working on ADAS and AD features for vehicles in the region. Countries such as Germany, France, and the UK have already allowed the use of autonomous vehicles on roads, with testing already being conducted over the years for the applicability of these vehicles on roads. Major automakers such as Audi, Volkswagen Group, Mercedes-Benz, Renault and BMW, provide these safety features in the region. The growth of the European autonomous driving software demand can be thus attributed to technological advancements in driver assistance features, and mandates for features such as traffic jam assist and blind-spot detection. Mandates for the adoption of features like as DMS, AEB, and LCW in passenger cars, which came into effect in July 2022, are expected to boost autonomous vehicle demand and, consequently, the European autonomous driving software sector. Since January 2023, the region has authorized Level 3 autonomous cars to travel at speeds of up to 130 km/h under specific traffic circumstances, including as on motorways and during lane changes.
In-depth interviews were conducted with CEOs, marketing directors, other innovation and technology directors, and executives from various key organizations operating in this market.
- By Company Type: OEMs – 24%, Tier I – 67%, and Tier II – 9%,
- By Designation: C- Level Executives – 33%, Directors – 52%, and Others – 15%
- By Region: North America – 26%, Europe – 36%, and Asia Pacific – 38%
The autonomous driving software market is dominated by major players including Mobileye (Israel), NVIDIA Corporation (US), Qualcomm Technologies, Inc. (US), Huawei Technologies Co, Ltd (China), and Aurora Innovation Inc. (US). These companies are expanding their operations in self driving technologies to strengthen their software ecosystem.
Research Coverage:
The report covers the autonomous driving software market, in terms of Level of Autonomy (L2+, L3, L4), Vehicle Type (Passenger Cars, Commercial Vehicles), Propulsion Type (ICE, Electric), Software Type, and Region (Asia Pacific, Europe, and North America). It covers the competitive landscape and company profiles of the major players in the autonomous driving software market ecosystem.
The study also includes an in-depth competitive analysis of the key market players, along with their company profiles, key observations related to product and business offerings, recent developments, and key market strategies.
Key Benefits of Buying the Report:
- The report will help market leaders/new entrants with information on the closest approximations of revenue numbers for the overall autonomous driving software market and its subsegments.
- This report will help stakeholders understand the competitive landscape and gain more insights to position their businesses better and plan suitable go-to-market strategies.
- The report also helps stakeholders understand the market pulse and provides information on key market drivers, restraints, challenges, and opportunities.
- The report also helps stakeholders understand the current and future pricing trends of autonomous driving software.
The report provides insight on the following pointers:
Analysis of key drivers (Increasing development and adoption of autonomous vehicles, Growing adherence to safety regulations for vehicles worldwide, Increasing advancements in ADAS technology, Integration of 5G technology for vehicle connectivity), restraints (Data privacy concerns, Lack of standardization in software architecture and hardware platforms), opportunities (Rising demand for safer and sustainable transportation solutions, Increasing adoption of ADAS in modern vehicles, Growing deployment of sensor fusion in automotive, Advancement in autonomous commercial vehicle technology), and challenges (High operational cost of cybersecurity measures, Compatibility and integration challenges in hardware and software components).
- Product Development/Innovation: Detailed insights on upcoming technologies, research & development activities, and new product & service launches in the autonomous driving software market.
- Market Development: Comprehensive information about lucrative markets – the report analyses the autonomous driving software market across varied regions.
- Market Diversification: Exhaustive information about new products & services, untapped geographies, recent developments, and investments in the autonomous driving software market.
- Competitive Assessment: In-depth assessment of market ranking, growth strategies, and service offerings of leading players like Mobileye (Israel), NVIDIA Corporation (US), Qualcomm Technologies, Inc. (US), Huawei Technologies Co, Ltd (China), and Aurora Innovation Inc. (US) among others in autonomous driving software market.
Table of Contents
1 INTRODUCTION 26
1.1 STUDY OBJECTIVES 26
1.2 MARKET DEFINITION 27
1.3 STUDY SCOPE 29
1.3.1 MARKET SEGMENTATION 29
1.3.2 INCLUSIONS AND EXCLUSIONS 30
1.4 YEARS CONSIDERED 31
1.5 CURRENCY CONSIDERED 31
1.6 UNIT CONSIDERED 31
1.7 STAKEHOLDERS 32
2 RESEARCH METHODOLOGY 33
2.1 RESEARCH DATA 33
2.1.1 SECONDARY DATA 34
2.1.1.1 Key secondary sources 35
2.1.1.2 Key data from secondary sources 37
2.1.2 PRIMARY DATA 37
2.1.2.1 Breakdown of primary interviews 39
2.1.2.2 List of primary participants 39
2.2 MARKET SIZE ESTIMATION METHODOLOGY 40
2.2.1 BOTTOM-UP APPROACH 42
2.2.2 TOP-DOWN APPROACH 43
2.3 MARKET BREAKDOWN & DATA TRIANGULATION 44
2.3.1 MARKET GROWTH PROJECTIONS FROM DEMAND-SIDE DRIVERS AND OPPORTUNITIES 45
2.4 FACTOR ANALYSIS 46
2.5 RESEARCH ASSUMPTIONS 46
2.6 RESEARCH LIMITATIONS 48
2.7 RISK ANALYSIS 48
3 EXECUTIVE SUMMARY 49
4 PREMIUM INSIGHTS 54
4.1 ATTRACTIVE OPPORTUNITIES FOR PLAYERS IN AUTONOMOUS DRIVING
SOFTWARE MARKET 54
4.2 AUTONOMOUS DRIVING SOFTWARE MARKET, BY REGION 55
4.3 AUTONOMOUS DRIVING SOFTWARE MARKET, BY LEVEL OF AUTONOMY 55
4.4 AUTONOMOUS DRIVING SOFTWARE MARKET, BY VEHICLE TYPE 56
4.5 AUTONOMOUS DRIVING SOFTWARE MARKET, BY PROPULSION 56
5 MARKET OVERVIEW 57
5.1 INTRODUCTION 57
5.2 MARKET DYNAMICS 58
5.2.1 DRIVERS 59
5.2.1.1 Focus on development and adoption of autonomous vehicles 59
5.2.1.2 Need for adherence to safety regulations 60
5.2.1.3 Increasing advancements in ADAS technology 62
5.2.1.4 Integration of 5G technology for vehicle connectivity 63
5.2.2 RESTRAINTS 65
5.2.2.1 Data privacy concerns 65
5.2.2.2 Lack of standardization in software architecture and hardware platforms 66
5.2.3 OPPORTUNITIES 68
5.2.3.1 Rising demand for safe and sustainable transportation solutions 68
5.2.3.2 Revenue streams through subscription models 68
5.2.3.3 Growing deployment of sensor fusion in automotive sector 68
5.2.3.4 Advancements in autonomous commercial vehicle technology 70
5.2.4 CHALLENGES 71
5.2.4.1 High operational costs 71
5.2.4.2 Compatibility and integration challenges in hardware and software components 72
5.3 TRENDS/DISRUPTIONS IMPACTING CUSTOMERS 73
5.3.1 TRENDS/DISRUPTIONS IMPACTING CUSTOMERS 73
5.4 VALUE CHAIN ANALYSIS 74
5.5 TECHNOLOGY ANALYSIS 75
5.5.1 INTRODUCTION 75
5.5.2 KEY TECHNOLOGIES 76
5.5.2.1 V2X connected autonomous vehicles 76
5.5.2.2 Artificial intelligence for sensor fusion 77
5.5.2.3 Edge computing for data processing 78
5.5.3 COMPLEMENTARY TECHNOLOGIES 78
5.5.3.1 Solid-state LiDAR 78
5.5.3.2 Terrain sensing system for autonomous vehicles 79
5.5.3.3 Automated valet parking (AVP) 79
5.5.3.4 Night vision and thermal imaging 80
5.5.4 ADJACENT TECHNOLOGIES 80
5.5.4.1 Deep learning-based sensor fusion 80
5.5.4.2 Blockchain with sensor fusion data 81
5.5.4.3 Sensor fusion with Kalman filter 82
5.6 PRICING ANALYSIS 83
5.6.1 AVERAGE SELLING PRICE TREND FOR AUTONOMY LEVELS, BY REGION 83
5.6.2 AUTONOMOUS DRIVING SOFTWARE SUITE PRICE, BY LEADING OEM, 2023 85
5.7 ECOSYSTEM ANALYSIS 86
5.7.1 OEMS 86
5.7.2 COMPUTE UNIT PROVIDERS 86
5.7.3 SOFTWARE STACK PROVIDERS 87
5.7.4 MOBILITY PLATFORM PROVIDERS 87
5.8 KEY STAKEHOLDERS & BUYING CRITERIA 89
5.8.1 KEY STAKEHOLDERS IN BUYING PROCESS 90
5.8.2 BUYING CRITERIA 90
5.9 CASE STUDY ANALYSIS 91
5.9.1 CONTINENTAL AG DEVELOPED INNOVATIVE SOLUTIONS TO ADDRESS CHALLENGES OF AUTONOMOUS DRIVING IN URBAN AREAS 91
5.9.2 CONTINENTAL AG DEVELOPED INTELLIGENT AND SPECIALIZED SOFTWARE TO ENHANCE HUMAN-MACHINE INTERACTION 92
5.9.3 PLUSDRIVE IMPROVED SAFETY BY AUTONOMOUSLY MANAGING CHALLENGING DRIVING SCENARIOS 92
5.9.4 CAVFORTH INTRODUCED FUSION PROCESSING’S CAVSTAR AUTONOMOUS DRIVE SYSTEM INSTALLED ON ALEXANDER DENNIS SINGLE-DECKER BUSES 93
5.9.5 WAYMO INTEGRATED SOPHISTICATED PERCEPTION SYSTEM USING COMPREHENSIVE ARRAY OF SENSORS TO REDUCE TRAFFIC-RELATED FATALITIES 93
5.9.6 AMBARELLA’S MODULAR AD SOFTWARE AND HARDWARE SOLUTIONS EMPOWERED AUTOMOTIVE OEMS TO DEPLOY SCALABLE AUTONOMOUS DRIVING FEATURES ACROSS VEHICLE FLEETS 94
5.10 PATENT ANALYSIS 94
5.10.1 INTRODUCTION 94
5.10.2 LEGAL STATUS OF PATENTS 96
5.11 INVESTMENT & FUNDING SCENARIO 98
5.12 FUNDING, BY USE CASE 99
5.13 REGULATORY LANDSCAPE 101
5.13.1 REGULATIONS ON AUTONOMOUS VEHICLE USAGE, BY COUNTRY 101
5.13.2 REGULATIONS AND INITIATIVES ON ADAS, BY COUNTRY 102
5.13.3 REGULATORY BODIES, GOVERNMENT AGENCIES, AND OTHER ORGANIZATIONS 103
5.14 KEY CONFERENCES & EVENTS, 2024–2025 107
5.15 MNM INSIGHTS ON KEY OEMS’ INCLINATION TOWARD IN-HOUSE SOFTWARE DEVELOPMENT 107
5.16 MNM INSIGHTS ON CHALLENGES FACED IN AUTONOMOUS DRIVING 109
5.16.1 INFRASTRUCTURE AND TECHNOLOGY INTEGRATION 110
5.16.2 UNIVERSAL ACCURACY AND ADAPTABILITY IN AUTONOMOUS CARS 110
5.16.3 SECURING PRIVACY AND CYBERSECURITY 110
5.16.4 OPERATING AUTONOMOUS VEHICLES IN BAD WEATHER 110
5.16.5 NASCENT STAGE OF AI 111
5.16.6 REGULATORY AND LEGAL ISSUES 111
5.17 MNM INSIGHTS ON LIDAR UTILIZATION STRATEGIES FOR AUTONOMOUS DRIVING 111
5.17.1 LONG-RANGE LIDAR SYSTEMS 116
5.17.2 SHORT-RANGE LIDAR SYSTEMS 116
5.17.3 INTEGRATED MULTIPLE CAMERA-RADAR SYSTEMS AS ALTERNATIVE TO LIDAR 117
5.18 MNM INSIGHTS ON USE OF SIMULATORS BY OEMS 117
5.19 MNM INSIGHTS ON STRATEGIES EMPLOYED FOR UTILIZATION OF HD MAPS 118
5.20 IMPACT OF AI ON AUTONOMOUS VEHICLES 119
5.21 MNM INSIGHTS ON BUSINESS MODELS FOR AUTONOMOUS DRIVING MONETIZATION 120
6 AUTONOMOUS DRIVING SOFTWARE MARKET, BY LEVEL OF AUTONOMY 121
6.1 INTRODUCTION 122
6.2 L2+ 124
6.2.1 REGULATORY INITIATIVES TO DRIVE MARKET 124
6.3 L3 129
6.3.1 SURGE IN DEMAND FOR ROAD SAFETY TO DRIVE MARKET 129
6.4 L4 131
6.4.1 SHIFT TOWARD FULL AUTOMATION TO DRIVE MARKET 131
6.5 KEY INDUSTRY INSIGHTS 133
7 AUTONOMOUS DRIVING SOFTWARE MARKET, BY VEHICLE TYPE 134
7.1 INTRODUCTION 135
7.1.1 OPERATIONAL DATA 136
7.2 PASSENGER CARS 137
7.2.1 STRINGENT MANDATES FOR ADAS INTEGRATION TO DRIVE MARKET 137
7.3 COMMERCIAL VEHICLES 140
7.3.1 INNOVATIONS IN AUTOMATED DRIVING TECHNOLOGY TO DRIVE MARKET 140
7.4 KEY INDUSTRY INSIGHTS 141
8 AUTONOMOUS DRIVING SOFTWARE MARKET, BY PROPULSION 142
8.1 INTRODUCTION 143
8.2 ICE 144
8.2.1 IMPROVED AWARENESS REGARDING EMISSION-FRIENDLY TRANSPORTATION TO DRIVE MARKET 144
8.3 ELECTRIC 146
8.3.1 NEED FOR COMPLIANCE WITH STRINGENT EMISSION AND SAFETY REGULATIONS TO DRIVE MARKET 146
8.4 KEY INDUSTRY INSIGHTS 149
9 AUTONOMOUS DRIVING SOFTWARE MARKET, BY SOFTWARE TYPE 150
9.1 INTRODUCTION 150
9.2 PERCEPTION & PLANNING SOFTWARE 150
9.3 CHAUFFEUR SOFTWARE 151
9.4 INTERIOR SENSING SOFTWARE 152
9.5 SUPERVISION & MONITORING SOFTWARE 153
10 AUTONOMOUS DRIVING SOFTWARE MARKET, BY REGION 155
10.1 INTRODUCTION 156
10.2 ASIA PACIFIC 158
10.2.1 CHINA 160
10.2.1.1 Increasing autonomous vehicle testing by ride-hailing aggregators to drive market 160
10.2.2 JAPAN 164
10.2.2.1 Government’s push for development of autonomous vehicles to drive market 164
10.2.3 SOUTH KOREA 166
10.2.3.1 Government’s focus on autonomous vehicle deployment to drive market 166
10.2.4 INDIA 168
10.2.4.1 Growing emphasis on safety in automobile industry to drive market 168
10.3 EUROPE 169
10.3.1 GERMANY 172
10.3.1.1 Robust autonomous vehicle development ecosystem to drive market 172
10.3.2 FRANCE 174
10.3.2.1 Government’s mandates for road safety to drive market 174
10.3.3 UK 176
10.3.3.1 Increasing demand for advanced safety and luxury in vehicles to drive market 176
10.3.4 SPAIN 178
10.3.4.1 Evolving consumer preferences and technological advancements to drive market 178
10.3.5 SWEDEN 180
10.3.5.1 Advancements in autonomous driving technology coupled with supportive regulatory frameworks to drive market 180
10.4 NORTH AMERICA 181
10.4.1 US 183
10.4.1.1 Government’s support and presence of leading autonomous driving software providers to drive market 183
10.4.2 CANADA 185
10.4.2.1 Government’s investment in development of connected and autonomous ecosystems to drive market 185
11 COMPETITIVE LANDSCAPE 188
11.1 OVERVIEW 188
11.2 KEY PLAYER STRATEGIES/RIGHT TO WIN 188
11.3 MARKET RANKING ANALYSIS 190
11.4 REVENUE ANALYSIS 192
11.5 COMPANY VALUATION AND FINANCIAL METRICS 193
11.6 BRAND/PRODUCT COMPARISON 194
11.7 COMPANY EVALUATION MATRIX: KEY PLAYERS, 2023 194
11.7.1 STARS 195
11.7.2 EMERGING LEADERS 195
11.7.3 PERVASIVE PLAYERS 195
11.7.4 PARTICIPANTS 195
11.7.5 COMPANY FOOTPRINT: KEY PLAYERS, 2023 197
11.8 COMPANY EVALUATION MATRIX: STARTUPS/SMES, 2023 200
11.8.1 PROGRESSIVE COMPANIES 200
11.8.2 RESPONSIVE COMPANIES 200
11.8.3 DYNAMIC COMPANIES 201
11.8.4 STARTING BLOCKS 201
11.8.5 COMPETITIVE BENCHMARKING 202
11.9 COMPETITIVE SCENARIO 203
11.9.1 PRODUCT LAUNCHES & DEVELOPMENTS 203
11.9.2 DEALS 205
11.9.3 EXPANSION 207
11.9.4 OTHER DEVELOPMENTS 208
12 COMPANY PROFILES 210
12.1 KEY PLAYERS 210
12.1.1 MOBILEYE 210
12.1.1.1 Business overview 210
12.1.1.2 Products/Solutions/Services offered 213
12.1.1.3 Recent developments 214
12.1.1.3.1 Product launches & developments 214
12.1.1.3.2 Deals 214
12.1.1.3.3 Other developments 218
12.1.1.4 MnM view 219
12.1.1.4.1 Key strengths 219
12.1.1.4.2 Strategic choices 219
12.1.1.4.3 Weaknesses and competitive threats 219
12.1.2 NVIDIA CORPORATION 220
12.1.2.1 Business overview 220
12.1.2.2 Products/Solutions/Services offered 224
12.1.2.3 Recent developments 225
12.1.2.3.1 Product launches & developments 225
12.1.2.3.2 Deals 226
12.1.2.4 MnM view 227
12.1.2.4.1 Key strengths 227
12.1.2.4.2 Strategic choices 227
12.1.2.4.3 Weaknesses and competitive threats 227
12.1.3 QUALCOMM TECHNOLOGIES, INC. 228
12.1.3.1 Business overview 228
12.1.3.2 Products/Solutions/Services offered 231
12.1.3.3 Recent developments 232
12.1.3.3.1 Product launches & developments 232
12.1.3.3.2 Deals 233
12.1.3.4 MnM view 237
12.1.3.4.1 Key strengths 237
12.1.3.4.2 Strategic choices 237
12.1.3.4.3 Weaknesses and competitive threats 237
12.1.4 HUAWEI TECHNOLOGIES CO., LTD. 238
12.1.4.1 Business overview 238
12.1.4.2 Products/Solutions/Services offered 240
12.1.4.3 Recent developments 241
12.1.4.3.1 Deals 241
12.1.4.3.2 Expansion 241
12.1.4.3.3 Other developments 242
12.1.4.4 MnM view 242
12.1.4.4.1 Key strengths 242
12.1.4.4.2 Strategic choices 242
12.1.4.4.3 Weaknesses and competitive threats 242
12.1.5 AURORA INNOVATION, INC. 243
12.1.5.1 Business overview 243
12.1.5.2 Products/Solutions/Services offered 245
12.1.5.3 Recent developments 246
12.1.5.3.1 Product launches & developments 246
12.1.5.3.2 Deals 247
12.1.5.4 Other developments 250
12.1.5.5 MnM view 250
12.1.5.5.1 Key strengths 250
12.1.5.5.2 Strategic choices 251
12.1.5.5.3 Weaknesses and competitive threats 251
12.1.6 APTIV 252
12.1.6.1 Business overview 252
12.1.6.2 Products/Solutions/Services offered 254
12.1.6.3 Recent developments 254
12.1.6.3.1 Deals 254
12.1.6.3.2 Expansion 255
12.1.6.3.3 Other developments 256
12.1.7 BLACKBERRY LIMITED 257
12.1.7.1 Business overview 257
12.1.7.2 Products/Solutions/Services offered 259
12.1.7.3 Recent developments 260
12.1.7.3.1 Product launches & developments 260
12.1.7.3.2 Deals 260
12.1.8 PLUSAI, INC. 263
12.1.8.1 Business overview 263
12.1.8.2 Products/Solutions/Services offered 266
12.1.8.3 Recent developments 267
12.1.8.3.1 Product launches & developments 267
12.1.8.3.2 Deals 268
12.1.8.3.3 Other developments 271
12.1.9 KODIAK ROBOTICS, INC. 273
12.1.9.1 Business overview 273
12.1.9.2 Products/Solutions/Services offered 275
12.1.9.3 Recent developments 275
12.1.9.3.1 Product launches & developments 275
12.1.9.3.2 Deals 276
12.1.10 OXA AUTONOMY LIMITED 277
12.1.10.1 Business overview 277
12.1.10.2 Products/Solutions/Services offered 278
12.1.10.3 Recent developments 279
12.1.10.3.1 Product launches & developments 279
12.1.10.3.2 Deals 279
12.1.10.3.3 Other developments 281
12.1.11 GREEN HILLS SOFTWARE 282
12.1.11.1 Business overview 282
12.1.11.2 Products/Solutions/Services offered 283
12.1.11.3 Recent developments 283
12.1.11.3.1 Deals 283
12.1.11.3.2 Other developments 286
12.1.12 CONTINENTAL AG 287
12.1.12.1 Business overview 287
12.1.12.2 Products/Solutions/Services offered 290
12.1.12.3 Recent developments 291
12.1.12.3.1 Product launches & launches 291
12.1.12.3.2 Deals 291
12.1.12.3.3 Expansion 293
12.1.12.3.4 Other developments 295
12.1.13 HITACHI ASTEMO, LTD. 296
12.1.13.1 Business overview 296
12.1.13.2 Products/Solutions/Services offered 296
12.1.13.3 Recent developments 297
12.1.13.3.1 Product launches & developments 297
12.1.13.3.2 Deals 297
12.1.13.3.3 Other developments 298
12.1.14 CARIAD 299
12.1.14.1 Business overview 299
12.1.14.2 Products/Solutions/Services offered 300
12.1.14.3 Recent developments 300
12.1.14.3.1 Deals 300
12.1.14.3.2 Expansion 302
12.1.14.3.3 Other developments 302
12.1.15 PONY.AI 303
12.1.15.1 Business overview 303
12.1.15.2 Products/Solutions/Services offered 304
12.1.15.3 Recent developments 305
12.1.15.3.1 Product launches & developments 305
12.1.15.3.2 Deals 306
12.1.15.3.3 Other developments 312
12.1.16 BAIDU, INC. 313
12.1.16.1 Business overview 313
12.1.16.2 Products/Solutions/Services offered 314
12.1.16.3 Recent developments 315
12.1.16.3.1 Product launches & developments 315
12.1.16.3.2 Deals 317
12.1.16.3.3 Expansion 319
12.1.16.3.4 Other developments 319
12.1.17 WAYMO LLC 321
12.1.17.1 Business overview 321
12.1.17.2 Products/Solutions/Services offered 322
12.1.17.3 Recent developments 323
12.1.17.3.1 Product launches & developments 323
12.1.17.3.2 Deals 323
12.1.17.3.3 Expansion 326
12.1.17.3.4 Other developments 326
12.2 OTHER PLAYERS 328
12.2.1 IMAGRY AUTONOMOUS DRIVING SOFTWARE COMPANY 328
12.2.2 WERIDE.AI 329
12.2.3 ZOOX, INC. 330
12.2.4 CRUISE LLC 331
12.2.5 ZF FRIEDRICHSHAFEN AG 332
12.2.6 TUSIMPLE HOLDINGS INC. 333
12.2.7 KPIT 334
12.2.8 LUXOFT, A DXC TECHNOLOGY COMPANY 335
12.2.9 EMBARK TRUCK, INC. 337
12.2.10 WAYVE TECHNOLOGIES LTD. 338
12.2.11 DRIVEBLOCKS 339
12.2.12 SENSETIME 340
12.2.13 EASYMILE 341
12.2.14 SCANIA 342
12.2.15 UISEE 343
12.2.16 COAST AUTONOMOUS, INC. 344
12.2.17 NAVISTAR 345
12.2.18 VECTOR INFORMATIK GMBH 346
12.2.19 APEX.AI, INC. 347
12.2.20 HORIZON ROBOTICS 348
12.2.21 TATA TECHNOLOGIES 349
12.2.22 ROBERT BOSCH GMBH 350
12.2.23 WOVEN BY TOYOTA, INC. 351
13 APPENDIX 352
13.1 INSIGHTS FROM INDUSTRY EXPERTS 352
13.2 DISCUSSION GUIDE 352
13.3 KNOWLEDGESTORE: MARKETSANDMARKETS’ SUBSCRIPTION PORTAL 355
13.4 CUSTOMIZATION OPTIONS 357
13.4.1 AUTONOMOUS DRIVING SOFTWARE MARKET, BY LEVEL OF AUTONOMY, AT REGIONAL LEVEL 357
13.4.2 AUTONOMOUS DRIVING SOFTWARE MARKET, BY VEHICLE TYPE, AT COUNTRY LEVEL 357
13.4.3 AUTONOMOUS DRIVING SOFTWARE MARKET, BY PROPULSION, AT COUNTRY LEVEL 357
13.4.4 PROFILING OF ADDITIONAL MARKET PLAYERS (UP TO THREE) 357
13.5 RELATED REPORTS 357
13.6 AUTHOR DETAILS 359
LIST OF TABLES
TABLE 1 MARKET DEFINITION, BY VEHICLE TYPE 27
TABLE 2 MARKET DEFINITION, BY LEVEL OF AUTOMATION 27
TABLE 3 MARKET DEFINITION, BY PROPULSION 28
TABLE 4 MARKET DEFINITION, BY SOFTWARE TYPE 28
TABLE 5 INCLUSIONS AND EXCLUSIONS 30
TABLE 6 USD EXCHANGE RATES, BY KEY COUNTRY, 2019–2023 31
TABLE 7 PRIMARY INTERVIEW PARTICIPANTS 38
TABLE 8 REGULATORY SAFETY FEATURES BY EUROPEAN COMMISSION 61
TABLE 9 ADAS FUNCTIONS PROVIDED BY OEMS 63
TABLE 10 IMPACT OF MARKET DYNAMICS ON AUTONOMOUS DRIVING SOFTWARE MARKET 72
TABLE 11 TYPES OF NIGHT VISION/THERMAL IMAGING 80
TABLE 12 AVERAGE SELLING PRICE ANALYSIS FOR L2+ AUTONOMY, BY REGION,
2021–2023 (USD) 84
TABLE 13 AVERAGE SELLING PRICE ANALYSIS FOR L3 AUTONOMY, BY REGION,
2021–2023 (USD) 84
TABLE 14 AVERAGE SELLING PRICE ANALYSIS FOR L4 AUTONOMY, BY REGION,
2021–2023 (USD) 84
TABLE 15 L2+/L3 AD SOFTWARE SUITE PRICE, BY LEADING OEM, 2023 (USD) 85
TABLE 16 ROLE OF PLAYERS IN ECOSYSTEM 87
TABLE 17 INFLUENCE OF STAKEHOLDERS ON BUYING PROCESS FOR KEY VEHICLE TYPES 90
TABLE 18 KEY BUYING CRITERIA FOR KEY VEHICLE TYPES 91
TABLE 19 INNOVATIONS AND PATENT REGISTRATIONS, 2020–2023 96
TABLE 20 NORTH AMERICA: REGULATORY BODIES, GOVERNMENT AGENCIES,
AND OTHER ORGANIZATIONS 103
TABLE 21 EUROPE: REGULATORY BODIES, GOVERNMENT AGENCIES,
AND OTHER ORGANIZATIONS 105
TABLE 22 ASIA PACIFIC: REGULATORY BODIES, GOVERNMENT AGENCIES,
AND OTHER ORGANIZATIONS 106
TABLE 23 KEY CONFERENCES & EVENTS, 2024–2025 107
TABLE 24 IN-HOUSE SOFTWARE DEVELOPMENT, BY KEY OEM 108
TABLE 25 MANUFACTURERS PROVIDING LIDAR TECHNOLOGY FOR AUTONOMOUS DRIVING 112
TABLE 26 AUTONOMOUS DRIVING SOFTWARE MARKET, BY LEVEL OF AUTONOMY,
2020–2023 (THOUSAND UNITS) 122
TABLE 27 AUTONOMOUS DRIVING SOFTWARE MARKET, BY LEVEL OF AUTONOMY,
2024–2030 (THOUSAND UNITS) 123
TABLE 28 AUTONOMOUS DRIVING SOFTWARE MARKET, BY LEVEL OF AUTONOMY,
2031–2035 (THOUSAND UNITS) 123
TABLE 29 AUTONOMOUS DRIVING SOFTWARE MARKET, BY LEVEL OF AUTONOMY,
2020–2023 (USD MILLION) 123
TABLE 30 AUTONOMOUS DRIVING SOFTWARE MARKET, BY LEVEL OF AUTONOMY,
2024–2030 (USD MILLION) 123
TABLE 31 AUTONOMOUS DRIVING SOFTWARE MARKET, BY LEVEL OF AUTONOMY,
2031–2035 (USD MILLION) 124
TABLE 32 L2+ AUTONOMOUS VEHICLE MODELS 124
TABLE 33 OEM DEVELOPMENTS IN AUTONOMOUS DRIVING SOFTWARE 126
TABLE 34 L2+: AUTONOMOUS DRIVING SOFTWARE MARKET, BY REGION,
2020–2023 (THOUSAND UNITS) 127
TABLE 35 L2+: AUTONOMOUS DRIVING SOFTWARE MARKET, BY REGION,
2024–2030 (THOUSAND UNITS) 127
TABLE 36 L2+: AUTONOMOUS DRIVING SOFTWARE MARKET, BY REGION,
2031–2035 (THOUSAND UNITS) 128
TABLE 37 L2+: AUTONOMOUS DRIVING SOFTWARE MARKET, BY REGION,
2020–2023 (USD MILLION) 128
TABLE 38 L2+: AUTONOMOUS DRIVING SOFTWARE MARKET, BY REGION,
2024–2030 (USD MILLION) 128
TABLE 39 L2+: AUTONOMOUS DRIVING SOFTWARE MARKET, BY REGION,
2031–2035 (USD MILLION) 128
TABLE 40 L3 AUTONOMOUS VEHICLE MODELS 129
TABLE 41 L3: AUTONOMOUS DRIVING SOFTWARE MARKET, BY REGION,
2020–2023 (THOUSAND UNITS) 129
TABLE 42 L3: AUTONOMOUS DRIVING SOFTWARE MARKET, BY REGION,
2024–2030 (THOUSAND UNITS) 130
TABLE 43 L3: AUTONOMOUS DRIVING SOFTWARE MARKET, BY REGION,
2031–2035 (THOUSAND UNITS) 130
TABLE 44 L3: AUTONOMOUS DRIVING SOFTWARE MARKET, BY REGION,
2020–2023 (USD MILLION) 130
TABLE 45 L3: AUTONOMOUS DRIVING SOFTWARE MARKET, BY REGION,
2024–2030 (USD MILLION) 130
TABLE 46 L3: AUTONOMOUS DRIVING SOFTWARE MARKET, BY REGION,
2031–2035 (USD MILLION) 131
TABLE 47 L4: AUTONOMOUS DRIVING SOFTWARE MARKET, BY REGION,
2020–2023 (THOUSAND UNITS) 132
TABLE 48 L4: AUTONOMOUS DRIVING SOFTWARE MARKET, BY REGION,
2024–2030 (THOUSAND UNITS) 132
TABLE 49 L4: AUTONOMOUS DRIVING SOFTWARE MARKET, BY REGION,
2031–2035 (THOUSAND UNITS) 132
TABLE 50 L4: AUTONOMOUS DRIVING SOFTWARE MARKET, BY REGION,
2020–2023 (USD MILLION) 132
TABLE 51 L4: AUTONOMOUS DRIVING SOFTWARE MARKET, BY REGION,
2024–2030 (USD MILLION) 133
TABLE 52 L4: AUTONOMOUS DRIVING SOFTWARE MARKET, BY REGION,
2031–2035 (USD MILLION) 133
TABLE 53 AUTONOMOUS DRIVING SOFTWARE MARKET, BY VEHICLE TYPE,
2020–2023 (USD MILLION) 135
TABLE 54 AUTONOMOUS DRIVING SOFTWARE MARKET, BY VEHICLE TYPE,
2024–2030 (USD MILLION) 136
TABLE 55 AUTONOMOUS DRIVING SOFTWARE MARKET, BY VEHICLE TYPE,
2031–2035 (USD MILLION) 136
TABLE 56 OPERATIONAL AUTONOMOUS CAR MODELS 136
TABLE 57 L2+/L3 PASSENGER CAR MODELS 137
TABLE 58 PASSENGER CARS: AUTONOMOUS DRIVING SOFTWARE MARKET,
BY REGION, 2020–2023 (USD MILLION) 139
TABLE 59 PASSENGER CARS: AUTONOMOUS DRIVING SOFTWARE MARKET,
BY REGION, 2024–2030 (USD MILLION) 139
TABLE 60 PASSENGER CARS: AUTONOMOUS DRIVING SOFTWARE MARKET, BY REGION, 2031–2035 (USD MILLION) 140
TABLE 61 AUTONOMOUS DRIVING SOFTWARE MARKET, BY PROPULSION,
2020–2023 (USD MILLION) 143
TABLE 62 AUTONOMOUS DRIVING SOFTWARE MARKET, BY PROPULSION,
2024–2030 (USD MILLION) 144
TABLE 63 AUTONOMOUS DRIVING SOFTWARE MARKET, BY PROPULSION,
2031–2035 (USD MILLION) 144
TABLE 64 AUTONOMOUS ICE VEHICLE MODELS 145
TABLE 65 ICE: AUTONOMOUS DRIVING SOFTWARE MARKET, BY REGION,
2020–2023 (USD MILLION) 145
TABLE 66 ICE: AUTONOMOUS DRIVING SOFTWARE MARKET, BY REGION,
2024–2030 (USD MILLION) 145
TABLE 67 ICE: AUTONOMOUS DRIVING SOFTWARE MARKET, BY REGION,
2031–2035 (USD MILLION) 146
TABLE 68 AUTONOMOUS ELECTRIC VEHICLE MODELS 147
TABLE 69 ELECTRIC: AUTONOMOUS DRIVING SOFTWARE MARKET, BY REGION,
2020–2023 (USD MILLION) 148
TABLE 70 ELECTRIC: AUTONOMOUS DRIVING SOFTWARE MARKET, BY REGION,
2024–2030 (USD MILLION) 149
TABLE 71 ELECTRIC: AUTONOMOUS DRIVING SOFTWARE MARKET, BY REGION,
2031–2035 (USD MILLION) 149
TABLE 72 PERCEPTION AND PLANNING SOFTWARE, BY KEY PROVIDER 151
TABLE 73 CHAUFFEUR SOFTWARE, BY KEY PROVIDER 152
TABLE 74 INTERIOR SENSING SOFTWARE, BY KEY PROVIDER 153
TABLE 75 SUPERVISION AND MONITORING SOFTWARE, BY KEY PROVIDER 154
TABLE 76 PHASES IN AUTONOMOUS VEHICLE DEVELOPMENT AND
THEIR IMPACT ON MARKET 156
TABLE 77 AUTONOMOUS DRIVING SOFTWARE MARKET, BY REGION,
2020–2023 (USD MILLION) 157
TABLE 78 AUTONOMOUS DRIVING SOFTWARE MARKET, BY REGION,
2024–2030 (USD MILLION) 158
TABLE 79 AUTONOMOUS DRIVING SOFTWARE MARKET, BY REGION,
2031–2035 (USD MILLION) 158
TABLE 80 ASIA PACIFIC: AUTONOMOUS DRIVING SOFTWARE MARKET, BY COUNTRY,
2020–2023 (USD MILLION) 159
TABLE 81 ASIA PACIFIC: AUTONOMOUS DRIVING SOFTWARE MARKET, BY COUNTRY,
2024–2030 (USD MILLION) 160
TABLE 82 ASIA PACIFIC: AUTONOMOUS DRIVING SOFTWARE MARKET, BY COUNTRY,
2031–2035 (USD MILLION) 160
TABLE 83 KEY COMPANIES OFFERING AUTONOMOUS VEHICLE TECHNOLOGY AND THEIR PARTNERS IN CHINA 161
TABLE 84 LIST OF KEY AUTONOMOUS DRIVING SOFTWARE STARTUPS IN CHINA 162
TABLE 85 CHINA: AUTONOMOUS DRIVING SOFTWARE MARKET, BY LEVEL OF AUTONOMY, 2020–2023 (USD MILLION) 163
TABLE 86 CHINA: AUTONOMOUS DRIVING SOFTWARE MARKET, BY LEVEL OF AUTONOMY, 2024–2030 (USD MILLION) 163
TABLE 87 CHINA: AUTONOMOUS DRIVING SOFTWARE MARKET, BY LEVEL OF AUTONOMY, 2031–2035 (USD MILLION) 163
TABLE 88 LIST OF KEY AUTONOMOUS DRIVING SOFTWARE STARTUPS IN JAPAN 164
TABLE 89 JAPAN: AUTONOMOUS DRIVING SOFTWARE MARKET, BY LEVEL OF AUTONOMY, 2020–2023 (USD MILLION) 165
TABLE 90 JAPAN: AUTONOMOUS DRIVING SOFTWARE MARKET, BY LEVEL OF AUTONOMY, 2024–2030 (USD MILLION) 165
TABLE 91 JAPAN: AUTONOMOUS DRIVING SOFTWARE MARKET, BY LEVEL OF AUTONOMY, 2031–2035 (USD MILLION) 165
TABLE 92 LIST OF KEY AUTONOMOUS DRIVING SOFTWARE STARTUPS IN SOUTH KOREA 166
TABLE 93 SOUTH KOREA: AUTONOMOUS DRIVING SOFTWARE MARKET, BY LEVEL OF AUTONOMY, 2020–2023 (USD MILLION) 167
TABLE 94 SOUTH KOREA: AUTONOMOUS DRIVING SOFTWARE MARKET,
BY LEVEL OF AUTONOMY, 2024–2030 (USD MILLION) 167
TABLE 95 SOUTH KOREA: AUTONOMOUS DRIVING SOFTWARE MARKET,
BY LEVEL OF AUTONOMY, 2031–2035 (USD MILLION) 167
TABLE 96 INDIA: AUTONOMOUS DRIVING SOFTWARE MARKET, BY LEVEL OF AUTONOMY, 2020–2023 (USD MILLION) 168
TABLE 97 INDIA: AUTONOMOUS DRIVING SOFTWARE MARKET, BY LEVEL OF AUTONOMY, 2024–2030 (USD MILLION) 169
TABLE 98 INDIA: AUTONOMOUS DRIVING SOFTWARE MARKET, BY LEVEL OF AUTONOMY, 2031–2035 (USD MILLION) 169
TABLE 99 EUROPE: AUTONOMOUS DRIVING SOFTWARE MARKET, BY COUNTRY,
2020–2023 (USD MILLION) 170
TABLE 100 EUROPE: AUTONOMOUS DRIVING SOFTWARE MARKET, BY COUNTRY,
2024–2030 (USD MILLION) 171
TABLE 101 EUROPE: AUTONOMOUS DRIVING SOFTWARE MARKET, BY COUNTRY,
2031–2035 (USD MILLION) 171
TABLE 102 LIST OF AUTONOMOUS DRIVING SOFTWARE STARTUPS IN GERMANY 172
TABLE 103 GERMANY: AUTONOMOUS DRIVING SOFTWARE MARKET, BY LEVEL OF AUTONOMY, 2020–2023 (USD MILLION) 173
TABLE 104 GERMANY: AUTONOMOUS DRIVING SOFTWARE MARKET, BY LEVEL OF AUTONOMY, 2024–2030 (USD MILLION) 173
TABLE 105 GERMANY: AUTONOMOUS DRIVING SOFTWARE MARKET, BY LEVEL OF AUTONOMY, 2031–2035 (USD MILLION) 173
TABLE 106 LIST OF AUTONOMOUS DRIVING SOFTWARE STARTUPS IN FRANCE 174
TABLE 107 FRANCE: AUTONOMOUS DRIVING SOFTWARE MARKET, BY LEVEL OF AUTONOMY, 2020–2023 (USD MILLION) 175
TABLE 108 FRANCE: AUTONOMOUS DRIVING SOFTWARE MARKET, BY LEVEL OF AUTONOMY, 2024–2030 (USD MILLION) 175
TABLE 109 FRANCE: AUTONOMOUS DRIVING SOFTWARE MARKET, BY LEVEL OF AUTONOMY, 2031–2035 (USD MILLION) 175
TABLE 110 LIST OF AUTONOMOUS DRIVING SOFTWARE STARTUPS IN UK 176
TABLE 111 UK: AUTONOMOUS DRIVING SOFTWARE MARKET, BY LEVEL OF AUTONOMY,
2020–2023 (USD MILLION) 177
TABLE 112 UK: AUTONOMOUS DRIVING SOFTWARE MARKET, BY LEVEL OF AUTONOMY,
2024–2030 (USD MILLION) 177
TABLE 113 UK: AUTONOMOUS DRIVING SOFTWARE MARKET, BY LEVEL OF AUTONOMY,
2031–2035 (USD MILLION) 177
TABLE 114 LIST OF AUTONOMOUS DRIVING SOFTWARE STARTUPS IN SPAIN 178
TABLE 115 SPAIN: AUTONOMOUS DRIVING SOFTWARE MARKET, BY LEVEL OF AUTONOMY, 2020–2023 (USD MILLION) 179
TABLE 116 SPAIN: AUTONOMOUS DRIVING SOFTWARE MARKET, BY LEVEL OF AUTONOMY, 2024–2030 (USD MILLION) 179
TABLE 117 SPAIN: AUTONOMOUS DRIVING SOFTWARE MARKET, BY LEVEL OF AUTONOMY, 2031–2035 (USD MILLION) 179
TABLE 118 LIST OF AUTONOMOUS DRIVING SOFTWARE STARTUPS IN SWEDEN 180
TABLE 119 SWEDEN: AUTONOMOUS DRIVING SOFTWARE MARKET, BY LEVEL OF AUTONOMY, 2020–2023 (USD MILLION) 180
TABLE 120 SWEDEN: AUTONOMOUS DRIVING SOFTWARE MARKET, BY LEVEL OF AUTONOMY, 2024–2030 (USD MILLION) 181
TABLE 121 SWEDEN: AUTONOMOUS DRIVING SOFTWARE MARKET, BY LEVEL OF AUTONOMY, 2031–2035 (USD MILLION) 181
TABLE 122 NORTH AMERICA: AUTONOMOUS DRIVING SOFTWARE MARKET, BY COUNTRY, 2020–2023 (USD MILLION) 182
TABLE 123 NORTH AMERICA: AUTONOMOUS DRIVING SOFTWARE MARKET, BY COUNTRY, 2024–2030 (USD MILLION) 183
TABLE 124 NORTH AMERICA: AUTONOMOUS DRIVING SOFTWARE MARKET, BY COUNTRY, 2031–2035 (USD MILLION) 183
TABLE 125 LIST OF KEY AUTONOMOUS DRIVING SOFTWARE STARTUPS IN US 184
TABLE 126 US: AUTONOMOUS DRIVING SOFTWARE MARKET, BY LEVEL OF AUTONOMY,
2020–2023 (USD MILLION) 184
TABLE 127 US: AUTONOMOUS DRIVING SOFTWARE MARKET, BY LEVEL OF AUTONOMY,
2024–2030 (USD MILLION) 185
TABLE 128 US: AUTONOMOUS DRIVING SOFTWARE MARKET, BY LEVEL OF AUTONOMY,
2031–2035 (USD MILLION) 185
TABLE 129 AUTONOMOUS VEHICLE SENSOR AND SENSING PLATFORM STARTUPS IN CANADA 186
TABLE 130 CANADA: AUTONOMOUS DRIVING SOFTWARE MARKET, BY LEVEL OF AUTONOMY, 2020–2023 (USD MILLION) 186
TABLE 131 CANADA: AUTONOMOUS DRIVING SOFTWARE MARKET, BY LEVEL OF AUTONOMY, 2024–2030 (USD MILLION) 186
TABLE 132 CANADA: AUTONOMOUS DRIVING SOFTWARE MARKET, BY LEVEL OF AUTONOMY, 2031–2035 (USD MILLION) 187
TABLE 133 OVERVIEW OF STRATEGIES DEPLOYED BY KEY PLAYERS IN AUTONOMOUS DRIVING SOFTWARE MARKET 188
TABLE 134 COMPANY REGIONAL FOOTPRINT 198
TABLE 135 COMPANY VEHICLE TYPE FOOTPRINT 199
TABLE 136 COMPANY LEVEL OF AUTONOMY FOOTPRINT 200
TABLE 137 KEY STARTUPS/SMES 202
TABLE 138 COMPETITIVE BENCHMARKING OF KEY STARTUPS/SMES 202
TABLE 139 AUTONOMOUS DRIVING SOFTWARE MARKET: PRODUCT LAUNCHES & DEVELOPMENTS, JANUARY 2021–JULY 2024 203
TABLE 140 AUTONOMOUS DRIVING SOFTWARE MARKET: DEALS, JANUARY 2021–JULY 2024 205
TABLE 141 AUTONOMOUS DRIVING SOFTWARE MARKET: EXPANSION,
JANUARY 2021–JULY 2024 207
TABLE 142 AUTONOMOUS DRIVING SOFTWARE MARKET: OTHER DEVELOPMENTS, JANUARY 2021–JULY 2024 208
TABLE 143 MOBILEYE: COMPANY OVERVIEW 210
TABLE 144 MOBILEYE: PRODUCTS/SOLUTIONS/SERVICES OFFERED 213
TABLE 145 MOBILEYE: PRODUCT LAUNCHES & DEVELOPMENTS 214
TABLE 146 MOBILEYE: DEALS 214
TABLE 147 MOBILEYE: OTHER DEVELOPMENTS 218
TABLE 148 NVIDIA CORPORATION: COMPANY OVERVIEW 220
TABLE 149 NVIDIA CORPORATION: PRODUCTS/SOLUTIONS/SERVICES OFFERED 224
TABLE 150 NVIDIA CORPORATION: PRODUCT LAUNCHES & DEVELOPMENTS 225
TABLE 151 NVIDIA CORPORATION: DEALS 226
TABLE 152 QUALCOMM TECHNOLOGIES, INC.: COMPANY OVERVIEW 228
TABLE 153 QUALCOMM TECHNOLOGIES, INC.: PRODUCTS/SOLUTIONS/SERVICES OFFERED 231
TABLE 154 QUALCOMM TECHNOLOGIES, INC.: PRODUCT LAUNCHES & DEVELOPMENTS 232
TABLE 155 QUALCOMM TECHNOLOGIES, INC.: DEALS 233
TABLE 156 HUAWEI TECHNOLOGIES CO., LTD.: COMPANY OVERVIEW 238
TABLE 157 HUAWEI TECHNOLOGIES CO., LTD.: PRODUCTS/SOLUTIONS/SERVICES OFFERED 240
TABLE 158 HUAWEI TECHNOLOGIES CO., LTD.: DEALS 241
TABLE 159 HUAWEI TECHNOLOGIES CO., LTD.: EXPANSION 241
TABLE 160 HUAWEI TECHNOLOGIES CO., LTD.: OTHER DEVELOPMENTS 242
TABLE 161 AURORA INNOVATION, INC.: COMPANY OVERVIEW 243
TABLE 162 AURORA INNOVATION, INC.: PRODUCTS/SOLUTIONS/SERVICES OFFERED 245
TABLE 163 AURORA INNOVATION, INC: PRODUCT LAUNCHES & DEVELOPMENTS 246
TABLE 164 AURORA INNOVATION, INC.: DEALS 247
TABLE 165 AURORA INNOVATION, INC.: OTHER DEVELOPMENTS 250
TABLE 166 APTIV: COMPANY OVERVIEW 252
TABLE 167 APTIV: PRODUCTS/SOLUTIONS/SERVICES OFFERED 254
TABLE 168 APTIV: DEALS 254
TABLE 169 APTIV: EXPANSION 255
TABLE 170 APTIV: OTHER DEVELOPMENTS 256
TABLE 171 BLACKBERRY LIMITED: COMPANY OVERVIEW 257
TABLE 172 BLACKBERRY LIMITED: PRODUCTS/SOLUTIONS/SERVICES OFFERED 259
TABLE 173 BLACKBERRY LIMITED: PRODUCT LAUNCHES & DEVELOPMENTS 260
TABLE 174 BLACKBERRY LIMITED: DEALS 260
TABLE 175 PLUSAI, INC.: COMPANY OVERVIEW 263
TABLE 176 PLUSAI, INC.: PRODUCTS/SOLUTIONS/SERVICES OFFERED 266
TABLE 177 PLUSAI, INC.: PRODUCT LAUNCHES & DEVELOPMENTS 267
TABLE 178 PLUSAI, INC.: DEALS 268
TABLE 179 PLUSAI, INC.: OTHER DEVELOPMENTS 271
TABLE 180 KODIAK ROBOTICS, INC.: COMPANY OVERVIEW 273
TABLE 181 KODIAK ROBOTICS, INC.: PRODUCTS/SOLUTIONS/SERVICES OFFERED 275
TABLE 182 KODIAK ROBOTICS INC.: PRODUCT LAUNCHES & DEVELOPMENTS 275
TABLE 183 KODIAK ROBOTICS INC.: DEALS 276
TABLE 184 OXA AUTONOMY LIMITED: COMPANY OVERVIEW 277
TABLE 185 OXA AUTONOMY LIMITED: PRODUCTS/SOLUTIONS/SERVICES OFFERED 278
TABLE 186 OXA AUTONOMY LIMITED: PRODUCT LAUNCHES & DEVELOPMENTS 279
TABLE 187 OXA AUTONOMY LIMITED: DEALS 279
TABLE 188 OXA AUTONOMY LIMITED: OTHER DEVELOPMENTS 281
TABLE 189 GREEN HILLS SOFTWARE: COMPANY OVERVIEW 282
TABLE 190 GREEN HILLS SOFTWARE: PRODUCTS/SOLUTIONS/SERVICES OFFERED 283
TABLE 191 GREEN HILLS SOFTWARE: DEALS 283
TABLE 192 GREEN HILLS SOFTWARE: OTHER DEVELOPMENTS 286
TABLE 193 CONTINENTAL AG: COMPANY OVERVIEW 287
TABLE 194 CONTINENTAL AG: PRODUCTS/SOLUTIONS/SERVICES OFFERED 290
TABLE 195 CONTINENTAL AG: PRODUCT LAUNCHES & DEVELOPMENTS 291
TABLE 196 CONTINENTAL AG: DEALS 291
TABLE 197 CONTINENTAL AG: EXPANSION 293
TABLE 198 CONTINENTAL AG: OTHER DEVELOPMENTS 295
TABLE 199 HITACHI ASTEMO, LTD.: COMPANY OVERVIEW 296
TABLE 200 HITACHI ASTEMO, LTD.: PRODUCTS/SOLUTIONS/SERVICES OFFERED 296
TABLE 201 HITACHI ASTEMO, LTD.: PRODUCT LAUNCHES & DEVELOPMENTS 297
TABLE 202 HITACHI ASTEMO, LTD.: DEALS 297
TABLE 203 HITACHI ASTEMO, LTD.: OTHER DEVELOPMENTS 298
TABLE 204 CARIAD: COMPANY OVERVIEW 299
TABLE 205 CARIAD: PRODUCTS/SOLUTIONS/SERVICES OFFERED 300
TABLE 206 CARIAD: DEALS 300
TABLE 207 CARIAD: EXPANSION 302
TABLE 208 CARIAD: OTHER DEVELOPMENTS 302
TABLE 209 PONY.AI: COMPANY OVERVIEW 303
TABLE 210 PONY.AI: PRODUCTS/SOLUTIONS/SERVICES OFFERED 304
TABLE 211 PONY.AI: PRODUCT LAUNCHES & DEVELOPMENTS 305
TABLE 212 PONY.AI: DEALS 306
TABLE 213 PONY.AI: OTHER DEVELOPMENTS 312
TABLE 214 BAIDU, INC.: COMPANY OVERVIEW 313
TABLE 215 BAIDU, INC.: PRODUCTS/SOLUTIONS/SERVICES OFFERED 314
TABLE 216 BAIDU, INC.: PRODUCT LAUNCHES & DEVELOPMENTS 315
TABLE 217 BAIDU, INC.: DEALS 317
TABLE 218 BAIDU, INC.: EXPANSION 319
TABLE 219 BAIDU, INC.: OTHER DEVELOPMENTS 319
TABLE 220 WAYMO LLC: COMPANY OVERVIEW 321
TABLE 221 WAYMO LLC: PRODUCTS/SOLUTIONS/SERVICES OFFERED 322
TABLE 222 WAYMO LLC: PRODUCT LAUNCHES & DEVELOPMENTS 323
TABLE 223 WAYMO LLC: DEALS 323
TABLE 224 WAYMO LLC: EXPANSION 326
TABLE 225 WAYMO LLC: OTHER DEVELOPMENTS 326
TABLE 226 IMAGRY AUTONOMOUS DRIVING SOFTWARE COMPANY: COMPANY OVERVIEW 328
TABLE 227 WERIDE.AI: COMPANY OVERVIEW 329
TABLE 228 ZOOX, INC.: COMPANY OVERVIEW 330
TABLE 229 CRUISE LLC: COMPANY OVERVIEW 331
TABLE 230 ZF FRIEDRICHSHAFEN AG: COMPANY OVERVIEW 332
TABLE 231 TUSIMPLE HOLDINGS INC.: COMPANY OVERVIEW 333
TABLE 232 KPIT: COMPANY OVERVIEW 334
TABLE 233 LUXOFT, A DXC TECHNOLOGY COMPANY: COMPANY OVERVIEW 335
TABLE 234 EMBARK TRUCK, INC.: COMPANY OVERVIEW 337
TABLE 235 WAYVE TECHNOLOGIES LTD.: COMPANY OVERVIEW 338
TABLE 236 DRIVEBLOCKS: COMPANY OVERVIEW 339
TABLE 237 SENSETIME: COMPANY OVERVIEW 340
TABLE 238 EASYMILE: COMPANY OVERVIEW 341
TABLE 239 SCANIA: COMPANY OVERVIEW 342
TABLE 240 UISEE: COMPANY OVERVIEW 343
TABLE 241 COAST AUTONOMOUS, INC.: COMPANY OVERVIEW 344
TABLE 242 NAVISTAR: COMPANY OVERVIEW 345
TABLE 243 VECTOR INFORMATIK GMBH: COMPANY OVERVIEW 346
TABLE 244 APEX.AI, INC.: COMPANY OVERVIEW 347
TABLE 245 HORIZON ROBOTICS: COMPANY OVERVIEW 348
TABLE 246 TATA TECHNOLOGIES: COMPANY OVERVIEW 349
TABLE 247 ROBERT BOSCH GMBH: COMPANY OVERVIEW 350
TABLE 248 WOVEN BY TOYOTA, INC.: COMPANY OVERVIEW 351
LIST OF FIGURES
FIGURE 1 RESEARCH DESIGN 33
FIGURE 2 RESEARCH PROCESS FLOW 34
FIGURE 3 KEY INDUSTRY INSIGHTS 38
FIGURE 4 BREAKDOWN OF PRIMARY INTERVIEWS: BY COMPANY TYPE,
DESIGNATION, AND REGION 39
FIGURE 5 RESEARCH METHODOLOGY: HYPOTHESIS BUILDING 41
FIGURE 6 BOTTOM-UP APPROACH 42
FIGURE 7 TOP-DOWN APPROACH 43
FIGURE 8 RESEARCH DESIGN & METHODOLOGY 43
FIGURE 9 DATA TRIANGULATION 44
FIGURE 10 DEMAND-SIDE AND SUPPLY-SIDE FACTOR ANALYSIS 46
FIGURE 11 REPORT SUMMARY 50
FIGURE 12 AUTONOMOUS DRIVING SOFTWARE MARKET, BY REGION 51
FIGURE 13 AUTONOMOUS DRIVING SOFTWARE MARKET, BY PROPULSION, 2024 VS. 2035 (USD MILLION) 52
FIGURE 14 AUTONOMOUS DRIVING SOFTWARE MARKET, BY LEVEL OF AUTONOMY, 2024 VS. 2035 (USD MILLION) 52
FIGURE 15 KEY PLAYERS IN AUTONOMOUS DRIVING SOFTWARE MARKET 53
FIGURE 16 INCREASING DEVELOPMENT OF AUTONOMOUS VEHICLES TO DRIVE MARKET 54
FIGURE 17 ASIA PACIFIC TO BE FASTEST-GROWING MARKET FOR AUTONOMOUS DRIVING SOFTWARE DURING FORECAST PERIOD 55
FIGURE 18 L2+ SEGMENT TO BE DOMINANT DURING FORECAST PERIOD 55
FIGURE 19 DEMAND FOR USE OF AUTONOMOUS DRIVING SOFTWARE IN PASSENGER CARS TO GROW SUBSTANTIALLY DURING FORECAST PERIOD 56
FIGURE 20 ELECTRIC SEGMENT TO LEAD MARKET DURING FORECAST PERIOD 56
FIGURE 21 SAE LEVELS OF AUTONOMY SHOWING SHIFT IN PREFERENCE FROM ADAS TO AUTONOMOUS SYSTEMS 57
FIGURE 22 OVERVIEW OF SOFTWARE STRUCTURE FOR AUTONOMOUS DRIVING 58
FIGURE 23 AUTONOMOUS DRIVING SOFTWARE MARKET: DRIVERS, RESTRAINTS, OPPORTUNITIES, AND CHALLENGES 59
FIGURE 24 L2+/L3 VEHICLE MODELS, BY REGION, 2023 60
FIGURE 25 EVOLUTION OF AUTOMATED SAFETY TECHNOLOGIES 61
FIGURE 26 DEPLOYMENT OF 5G TECHNOLOGY IN CONNECTED VEHICLES: USE CASES 64
FIGURE 27 EXPECTED TIMELINE FOR MASS DEPLOYMENT OF C-V2X: USE CASES 64
FIGURE 28 VEHICLE ATTACK VECTOR 65
FIGURE 29 AUTOSAR SOFTWARE ARCHITECTURE 67
FIGURE 30 TYPES OF SENSORS USED IN AUTOMOBILES 69
FIGURE 31 BASELABS DATA FUSION TECHNOLOGY 70
FIGURE 32 TRENDS/DISRUPTIONS IMPACTING CUSTOMERS 73
FIGURE 33 VALUE CHAIN ANALYSIS 74
FIGURE 34 ROLE OF CONNECTIVITY IN MODERN VEHICLES 76
FIGURE 35 RENESAS ELECTRONICS CORPORATION: AI-BASED SENSOR FUSION 77
FIGURE 36 EDGE COMPUTING SYSTEM ARCHITECTURE 78
FIGURE 37 TERRAIN SENSING SYSTEM IN JAGUAR LAND ROVER 79
FIGURE 38 RENESAS ELECTRONICS CORPORATION: SENSOR FUSION
SYSTEM WITH DEEP LEARNING 81
FIGURE 39 BLOCKCHAIN IN AUTONOMOUS VEHICLES 82
FIGURE 40 KALMAN FILTER FOR SENSOR FUSION IN AUTONOMOUS VEHICLES 83
FIGURE 41 ECOSYSTEM ANALYSIS 86
FIGURE 42 INFLUENCE OF STAKEHOLDERS ON BUYING PROCESS FOR
KEY VEHICLE TYPES 90
FIGURE 43 KEY BUYING CRITERIA FOR KEY VEHICLE TYPES 90
FIGURE 44 PATENT ANALYSIS, 2014–2023 95
FIGURE 45 PATENTS FILED FOR AUTONOMOUS DRIVING SOFTWARE,
BY LEGAL STATUS, 2014–2023 96
FIGURE 46 INVESTMENT & FUNDING SCENARIO, 2021–2024 99
FIGURE 47 NAVIGATION TECHNOLOGIES HEATMAP FOR AUTOMOTIVE INDUSTRY 118
FIGURE 48 IMPACT OF AI ON AUTOMOTIVE TECHNOLOGY 119
FIGURE 49 BUSINESS MODELS FOR AV MONETIZATION 120
FIGURE 50 AUTONOMOUS DRIVING SOFTWARE MARKET, BY LEVEL OF AUTONOMY,
2024–2030 (USD MILLION) 122
FIGURE 51 AUTONOMOUS DRIVING SOFTWARE MARKET, BY VEHICLE TYPE,
2024–2030 (USD MILLION) 135
FIGURE 52 AUTONOMOUS DRIVING SOFTWARE MARKET, BY PROPULSION,
2024–2030 (USD MILLION) 143
FIGURE 53 AUTONOMOUS DRIVING SOFTWARE MARKET, BY REGION,
2024–2030 (USD MILLION) 157
FIGURE 54 ASIA PACIFIC: AUTONOMOUS DRIVING SOFTWARE MARKET SNAPSHOT 159
FIGURE 55 EUROPE: AUTONOMOUS DRIVING SOFTWARE MARKET, BY COUNTRY,
2024–2030 (USD MILLION) 170
FIGURE 56 NORTH AMERICA: AUTONOMOUS DRIVING SOFTWARE MARKET SNAPSHOT 182
FIGURE 57 MARKET RANKING OF KEY PLAYERS, 2023 190
FIGURE 58 REVENUE ANALYSIS OF KEY PLAYERS, 2019–2023 192
FIGURE 59 COMPANY VALUATION OF KEY AUTONOMOUS VEHICLE SOFTWARE PROVIDERS 193
FIGURE 60 EV/EBIDTA OF KEY AUTONOMOUS VEHICLE SOFTWARE PROVIDERS, 2024 193
FIGURE 61 BRAND/PRODUCT COMPARISON OF TOP FIVE PLAYERS 194
FIGURE 62 AUTONOMOUS DRIVING SOFTWARE MARKET:
COMPANY EVALUATION MATRIX (KEY PLAYERS), 2023 196
FIGURE 63 COMPANY FOOTPRINT 197
FIGURE 64 AUTONOMOUS DRIVING SOFTWARE MARKET: COMPANY EVALUATION MATRIX (STARTUPS/SMES), 2023 201
FIGURE 65 MOBILEYE: COMPANY SNAPSHOT 211
FIGURE 66 MOBILEYE: PRODUCT PORTFOLIO 211
FIGURE 67 MOBILEYE EYEQ 6 HIGH PLATFORM 212
FIGURE 68 MOBILEYE EYEQ 6 LIGHT PLATFORM 212
FIGURE 69 TECHNOLOGY BEHIND MOBILEYE CHAUFFEUR 213
FIGURE 70 NVIDIA CORPORATION: COMPANY SNAPSHOT 221
FIGURE 71 NVIDIA DRIVE PLATFORM 222
FIGURE 72 NVIDIA DRIVE OS 222
FIGURE 73 DEVELOPING SOFTWARE FOR DRIVE OS 223
FIGURE 74 NVIDIA DRIVE 223
FIGURE 75 NVIDIA DRIVE THOR 224
FIGURE 76 QUALCOMM TECHNOLOGIES, INC.: COMPANY SNAPSHOT 229
FIGURE 77 QUALCOMM’S SNAPDRAGON RIDE SOFTWARE PLATFORM FOR AV 230
FIGURE 78 QUALCOMM TECHNOLOGIES INC.: SNAPDRAGON DIGITAL CHASSIS 230
FIGURE 79 HUAWEI TECHNOLOGIES CO., LTD.: COMPANY SNAPSHOT 239
FIGURE 80 HUAWEI ADS 2.0 AUTOPILOT 239
FIGURE 81 AURORA INNOVATION, INC.: COMPANY SNAPSHOT 243
FIGURE 82 AURORA HORIZON ROADMAP 244
FIGURE 83 AURORA DRIVER: MULTIPLE USE CASES 244
FIGURE 84 BENEFITS OF AURORA DRIVER 245
FIGURE 85 APTIV: COMPANY SNAPSHOT 253
FIGURE 86 APTIV: FULL SYSTEM SOLUTIONS FOR ADVANCED SAFETY 253
FIGURE 87 BLACKBERRY LIMITED: COMPANY SNAPSHOT 258
FIGURE 88 SECURE LIFECYCLE MANAGEMENT 258
FIGURE 89 PLUSDRIVE: AUTONOMOUS DRIVING SOLUTION 264
FIGURE 90 PLUSAI’S INITIATIVES TO DRIVE INTELLIGENT SOFTWARE DEVELOPMENT 265
FIGURE 91 ENHANCING EFFICIENCY WITH SCALABLE AI MODELS 265
FIGURE 92 KODIAK ROBOTICS, INC.: AUTONOMOUS DRIVING SOLUTIONS 273
FIGURE 93 KODIAK DRIVER: MULTIPLE USE CASES 274
FIGURE 94 FEATURES OF KODIAK TRUCKS 274
FIGURE 95 OXA AUTONOMY LIMITED: PRODUCT OFFERINGS 277
FIGURE 96 FEATURES OF OXA DRIVER SOFTWARE STACK 278
FIGURE 97 ARCHITECTURE FOR DEVELOPMENT OF AUTOMATED DRIVING SYSTEMS 282
FIGURE 98 CONTINENTAL AG: COMPANY SNAPSHOT 288
FIGURE 99 CONTINENTAL AG: FEATURES OF ADAS SYSTEM 288
FIGURE 100 CONTINENTAL AG: DRIVING PLANNER SOFTWARE 289
FIGURE 101 CONTINENTAL AG: COLLABORATION FOR AUTOMATED DRIVING 289
FIGURE 102 CARIAD: AUTOMATED DRIVING SOLUTION 299
FIGURE 103 BAIDU, INC.: COMPANY SNAPSHOT 314
