With the evolution of the vehicle's electronic and electrical architecture, along with advancements in autonomous driving and digital cockpit applications, intelligent driving hardware has increasingly become standard. Consequently, vehicle value-add, and automaker profits are shifting toward software. Automotive software technology is gradually emerging as a key strategic battleground for automakers in the future.

This Mobility Paper will cover:

• Decoding the Holistic Shift in Vehicle Intelligence
• Advanced autonomous driving market forecast
• Autonomous driving supply chain outlook
• The human-centered evolution of AI-driven interaction
• The future of the digital cockpit
• OEMs (Original Equipment Manufacturers)' services and new business models
• Key takeaways
  
  

Key Takeaways

• The official launch of BYD's "Di Pilot Eye" and related developments mark the beginning of a new era of accessible intelligent driving.
• Scalable and sustained software investment, including the rollout of new features and continuous updates across multiple domains, has become the central focus in the next phase of smart mobility competition.
• Cost control is a key prerequisite for the large-scale deployment of robotaxis, while technological maturity is equally essential for gaining consumer acceptance.
• The rise of accessible intelligent driving is creating new opportunities for domestic suppliers of in-vehicle cameras, LiDAR, and intelligent driving domain controllers.
• Empowered by AI technologies, human-vehicle interaction functions will continue to evolve, ultimately enabling natural and efficient intelligent agent experiences.
• Infotainment systems, navigation, and voice assistants are currently the focus areas for OTA updates. In the future, OTA coverage is expected to expand rapidly in driver assistance systems and extend into vehicle body, powertrain, and chassis domains.
• Among emerging business models such as paid OTA upgrades, advanced driver assistance systems show the greatest commercial potential.
  
  

Contributing Editors

• Daokuan Lu, Senior Research Analyst, Automotive Insights, S&P Global Mobility.
• Fanni Li, Principal Research Analyst, Automotive Supply Chain & Technology, S&P Global Mobility.