Capgemini-软件驱动的移动时代：超越车辆（英）

#GetTheFutureYouWantThe software-driven mobility eraBeyond vehiclesTable of contents2Capgemini Research Institute 2025The software-driven mobility era: Beyond vehicles Executive summary05Glossary17Who should read this report and why? 16The expanding impact of software-driven mobility18SDM demands an organizational overhaul 323Capgemini Research Institute 2025The software-driven mobility era: Beyond vehicles Research methodology77Conclusion76Preparing for a software-first future44Partnerships and ecosystems are driving SDM58How the automotive industry can forge a software-first future62Defining software-driven mobility (SDM)By SDM, we mean the full realization of opportunities provided by software for automotive products and services, and the means to achieve it. It is expected to deliver, on one hand, significantly enhanced mobility experiences and value for customers and users, and on the other hand, much better control of the overall complexity of vehicles and across the value chain.SDM focuses on: • Setting the foundation of a “software platform,” that defines all products and services. This includes Software-Defined Vehicles (SDVs), all in-vehicle software, digital user services for mobility and all related backend systems (incl. those ensuring safety, cybersecurity and compliance)• Streamlining “software delivery” to craft the products and services. It relies on a “software engineering framework” i.e., an integrated and industrialized set of processes, methods, and tools to design, build, operate, and maintain, with a specific focus on testing, quality, and performance.• Accelerating to transform into a “software company.” It covers the transition of business strategy, execution of change management, and addresses culture and talent.Our definition of SDM, as used in this study, extends to any software related to vehicles and mobility product and services, but excludes other types of software systems such as manufacturing and supply chain, finance, or marketing.4Capgemini Research Institute 2025The software-driven mobility era: Beyond vehicles Executive summary Software is powering a shift to holistic mobility solutions The automotive industry is undergoing a transformation in which software is emerging as a strategic imperative. Consumer expectations of seamlessly connected and continuously evolving digital experiences are accelerating this evolution. In parallel, digital-native organizations are disrupting the market by tapping into revenue streams from software-defined products and services. Traditional automotive players are under immense pressure to adopt a more software-centric approach across the entire value chain. This positions software as a core enabler of innovation, agility, and long-term competitiveness. Our survey of automotive organizations reveals:• 92% of automotive organizations believe that every automotive organization will evolve into a software company to support software-defined vehicles (SDV) and mobility servic