PitchBook-汽车信息娱乐（英）

1PitchBook Data, Inc.Nizar Tarhuni Executive Vice President of Research and Market IntelligencePaul Condra Global Head of Private Markets ResearchJames Ulan Director of Emerging Technology ResearchInstitutional Research GroupAnalysisJonathan Geurkink Senior Research Analyst, Mobility Tech and Supply Chain Tech jonathan.geurkink@pitchbook.compbinstitutionalresearch@pitchbook.comPublishingDesigned by Megan WoodardPublished on July 2, 2025ContentsKey takeaways1Infotainment overview2Infotainment component stack2More than a smartphone on wheels5Apple CarPlay Ultra’s meh reception5Chinese dynamism6Notable companies, startups, and deal activity8EMERGING TECH RESEARCHAutomotive InfotainmentPitchBook is a Morningstar company providing the most comprehensive, most accurate, and hard-to-find data for professionals doing business in the private markets.Key takeaways• The market is expected to grow from $34 billion in 2024 to $58 billion by 2032, fueled by connected cars, EVs, and ADAS integration.• Automakers and tech companies such as Apple and Google are competing for control of the digital cockpit, with OEMs wary of ceding brand and data ownership.• China’s automakers and tech firms (including Xiaomi and NIO) are advancing rapidly with AI voice assistants, smart home integration, and proprietary OS platforms—often outpacing Western rivals.• The shift from “smartphone on wheels” to deeply integrated systems raises safety, reliability, and development challenges, with legacy OEMs struggling to adapt.• Modern infotainment relies on a sophisticated stack: AI-powered UX, embedded OS, advanced SoCs, and high-speed connectivity, redefining the in-car experience.2Analyst Note: Automotive InfotainmentInfotainment overviewThe automotive infotainment market is experiencing significant growth, driven by technological advancements and evolving consumer expectations. Valued at approximately $34 billion in 2024, the market is projected to reach $58 billion by 2032.1 This expansion is fueled by the increasing demand for connected vehicles, integration of advanced driver-assistance systems (ADAS), and the proliferation of electric vehicles (EVs). Manufacturers are focusing on enhancing the user experience through features such as high-resolution touchscreens, voice recognition, and seamless smartphone integration. The Asia-Pacific region dominates the market, accounting for approximately 45% of the global share in 2024, attributed to rapid urbanization, rising disposable incomes, and a growing tech-savvy population.2Recent developments highlight a shift toward more immersive and integrated infotainment systems. Infotainment systems and screens, which increasingly capture drivers’ and passengers’ attention, represent a growing share of the overall driving experience. As such, infotainment real estate, systems, and software represent key strategic turf where automakers, suppliers, and third-party app developers are competing for driver attention and dollars. Apple’s int