1、Automotive software and electronics 2030Mapping the sectors future landscapeAuthorsOndrej Burkacky,Munich Johannes Deichmann,Stuttgart Jan Paul Stein,MunichAcknowledgementsThis study was conducted by McKinsey&Company,Inc.We wish to express our appreciation and gratitude to GSA and its members for th

2、eir continued support and valuable contributions.Automotive software and electronics 2030Mapping the sectors future landscapeTable of contentsIntroduction and key insights 61.Software and electronics will outgrow the automotive market 91.1 The software and electronics architecture in vehicles will s

3、ee a major evolution 101.2 ACES trends and the architecture evolution will result in significant growth in the automotive electronics and software market 122.Key drivers of the automotive sectors changing landscape 152.1 Software:the global automotive software market will show dynamic growth 162.2 E

4、lectronic control units/domain control units:convergence of electronic control units will open up a new market for domain controllers 192.3 Sensors:autonomous driving will be the primary trigger for sensor demand 232.4 Power electronics and harnesses:transition to EVs will enable the formation of a

5、new market 263.Disruptive trends along the industrys long-established value chains 293.1 New technologies are breaking up the“power dynamic”of traditional relationships between OEMs and tier-1 suppliers 303.2 Separation of hardware and software is leading to new sourcing models 313.3 New companies a

6、re entering the playing field in nontraditional and automotive areas 313.4 New partnerships and cooperation models are emerging primarily for software-and electronics-related topics 344.Building blocks for mapping your automotive software and electronics strategy 354.1 Strategic considerations for e