AutoTechInsight
Understanding the software-defined vehicle (SDV) ecosystem
The S&P Global Mobility SDV Ecosystem Report 2025 provides a comprehensive, end‑to‑end view of the global automotive software supply chain.
The report is built around the S&P Global Mobility SDV Ecosystem Forecast that provides a complete mapping of the automotive software stack—from Cloud to Hypervisor—across all OEMs, brands, and nameplates. It reveals in‑house vs. outsourced development, supplier market share, and evolving OEM strategies tied to electrification, autonomy, and next‑generation E/E architectures.
By reading this report, users can understand who builds what, how software is sourced, and where the market is moving.
Key focus of this report:
•Understand the top suppliers across cloud, platform services, cybersecurity, middleware, OS, hypervisor, and the complete software stack, with visibility into supplier penetration and OEM alignment.
•Evaluate in‑house vs. outsourced software development strategies for every OEM and identify Make‑or‑Buy patterns that signal partnership, sourcing, or competitive opportunities.
•Leverage cross‑domain intelligence combining E/E architecture, propulsion, autonomy, and connected services to create a unified view of SDV ecosystem dynamics.
•Access a holistic, data‑driven perspective of the global SDV landscape to support investment decisions, product planning, competitive benchmarking and long‑range SDV strategy.
