2025年商用車市場(chǎng)的軟件定義車輛報(bào)告

Software-DefinedVehicles

fortheCommercialVehiclemarket

Executivesummary

Software-DefinedVehiclesfortheCommercialVehiclemarket

Thesoftware-definedvehicle(SDV)conceptisperhapsevenmorecriticaltocommercialvehicles(CVs)thantopassengercarsbecauseofitspotentialtoaddressthe

CVsector’sgrowingoperatingcostpressures(arisingfrom,forexample,escalatingfuelpricesand

driverwages).

However,althoughthepassengercarsectorembarkedonitsSDVtransformationatleastfiveyearsago,ithasnotyetrealizedtheexpectedfinancialandtechnical

returnsonitsinvestments.Thisisduelargelytothecomplexityofthetransformation,whichinvolves

integratingstrategic,cultural,organizational,and

technologicalchanges.Highdevelopmentcostsareanotherobstacle,alongwiththeintrinsicdifficultyofcreatingbug-free,safe,andcompliantdigitalend-

to-endsolutions.

CVcompaniesmustleveragetheseexperiencesastheyrethinktheirfuturearoundcustomersusing

digitaltechnologies.Bydoingso,theycanovercomenotjusttechnicalchallenges(suchasenabling

over-the-air(OTA)updatesandharnessingAI)butalsocriticaltopmanagementchallengeslike

transformingaprescriptiveorganizationintoanadaptiveone,equippedtosucceedinthevolatileandhighlycompetitiveworldofSDVs.

Byleveragingpassengercarexperiencetogetherwithprovenapproacheslikesoftware-driventransformationframeworks,truckOEMsandsupplierscanoptimize

companystrategy,sovereignty,and–most

fundamentally–companyarchitecture.Inthis

way,CVcompaniescanexcelindeliveringSDVsand

servicesatscaleandatthesametimeachievegrowth.

,Software-DefinedVehiclesfortheCommercialVehiclemarketCapgemini

2Software-DefinedVehiclesfortheCommercialVehiclemarketCapgemini

Tableofcontents

1.Theincreasinglycomplexcontextofthegroundtransportationsector 3

2.TheCVsectorurgentlyneedstotransitiontoanSDVapproach 5

Multiplefactorsareintensifyingandcomplicatingthepressuresinthemobilitysector 5

Operationalefficiencyisawaytooffsettheoperationcostsandensurethattheassetisfullyutilized 6

AnSDVapproachistheonlyrealisticwaytomanagethislevelofcomplexity 7

SDVs:Ourdefinition 8

Asoftwarecentrictransformationprovidesmajoropportunities 9

Marketvariation 10

3.SDVtransformationisalreadyunderwayintheCVsector 11

SDVtransformationisalreadyunderwayintheCVsectorSoftwareandconnectivityintrucksarenothingnew 11

TheswitchtoSDVsgatheredmomentumin2024and2025 11

Majorannouncedinitiativestodate 12

4.CommercialvehiclecompaniesmustlearnfrompassengercarSDVexperience 13

Backin2020,SDVsseemedtoheraldapromisingbusinesseradrivenbynewcustomerexpectations 14

Lessonsfrompassengercarexperience 15

Nowisthetimetostartapplyingpassengercarlessons 16

5.TruckcompaniestransitioningtoSDVsfacecommonchallenges 17

Challenge1:MovingtoSDVsinfluenceseveryaspectofthebusiness 17

Challenge2:Innovationmustbebalancedagainstsupportforoldervehicles 17

Challenge3:Essentialresourcesarescarce–especiallytalent 18

Challenge4:Goalpostsarecontinuallyshifting 18

6.ThreeleversenableSDVsuccessforCVcompanies 19

Lever1:Getyourcompany’sstrategicpositioningright 19

Createthetechnicalvision,whilemovingtoanewadaptativewayofworking 20

Considercollaborationsbyindustryconsortia providedtheyare

compatiblewithyourstartofdevelopmentandstartofproduction 20

UnlockthepotentialofyourSDVbyfirstexploringeverypossiblecustomerusecaseandB2Bbusinessopportunity 21

Capitalizeonexistingadvantages 22

Lever2:Collaborateforcompetitiveadvantage 23

Enablingmanagementofheterogenousfleets 24

Buildandusethebestpossibleecosystem 25

Embracepartnershipstoaddressanincreasinglydynamicenvironment 25

Givecarefulattentiontomake-or-buydecisions 26

Lever3:Useprovenmethodologiesandacceleratorsbackedbyexperience 26

Adoptastructuredapproachtosoftwaredelivery 26

Applypassengercarexperienceandassets 27

Considerbuildinganend-to-endsystemassoftwarecombinedwithservices 28

Advantagesof“softwaretocloud”approachcombiningvehicleengineeringandoff-boardservices 28

7.Launch–oraccelerate–yourSDVjourneywithCapgemini 29

Oursoftwareapproach 29

8.Credentials 30

9.Withthanks 31

10.Keycontributors 32

3Software-DefinedVehiclesfortheCommercialVehiclemarketCapgemini

Theincreasinglycomplexcontext

ofthegroundtransportationsector

Acombinationofenvironmental,technological,and

regulatorytrendshavecometogethertocreateanimpetusfortransformationinthecommercialvehiclesector

Transportationcompaniesareincentivizedtoadoptlow-carbonmobilitysolutions.Manymanufacturershavedevelopednewvehiclestoreduceemissionsandcomplywithenvironmentalregulations.Alltruckandbusmanufacturersnowofferbatteryelectricvehicles(BEVs)andsomeareexperimentingwithhydrogen

powerunits.Thecoming5to10yearswillsee

widescaleadoptionofbiofuel,naturalgas,hydrogen,orelectricCVs.

ThistrendaffectsOEMs,suppliers,infrastructure

operators,fleetoperators,andinvestorslikecitiesandtransportationcompanies.Smartenergymanagementisthereforebecomingessentialforallcustomers,

becauseofincreasingenergyprices.Thiswillmakeabigdifferencetototalcostofownership(TCO)payback.

Thedevelopmentofconnectivityandtelematictechnologiesincommercialvehicleshasenabled

real-timedatacollectionandanalysistoimprovefleet

management,predictivemaintenance,androute

optimization.However,fleetandtransportation

companiesurgentlyneedtooptimizetheiroperationsthroughbettermanagementofrollingstockandassets,andtoimprovefuelefficiencyby10-15%.

Thereareadditionalopportunitiestotransfer

technologiesthathavealreadybeenwidelyadoptedforpassengercars–forexample,drivingassistance

–acrosstotrucks.AssistedCVscouldhelpreduce

operatingcostsbyimprovingthesafetyoftheasset.

TheriseofE-commercehastransformedlogisticsanddeliveryservices.Commercialvehiclesareincreasinglybeingusedforlast-miledelivery,leadingtoinnovationsinvehicledesign,routingservices,andsmart

deliverysystems.

ThereisacriticallackofCVdrivers,witharoundhalfamillionvacanciesinEurope,and48%ofEuropean

companiesareexpectingtofacemoredifficultiesfillingtruckdriverpositionsnextyear.Theycouldberight:

Morethanathirdoftruckdriversareatleast55yearsold,whileonly5%areyoungerthan25.Around50%oftripsareover100miles,whichmeansdriversareoftenawayfromhome,makingthejoblessdesirableand

contributingtodrivershortages.Thissituationmeanstransportationcompaniesmusthelptomakethejobmoreattractivebymeetingnewexpectationsaboutimprovedconditionsonboard,includingbetter

wellbeing,comfort,andsecurity.

Withthecostpermilegoingupeveryyear,operatorsarefeelingthepressure,especiallysincefuel(~40%)

anddriverwages(~40%)aretwoofthebiggestexpenses.

Improvingsecurityandsafetyisalsomandatory.IntheUS,Australia,andtheEuropeanUnion,roadcrashesareestimatedtoaccountforbetweenaquarterandathirdofallwork-relateddeaths–perhapsmore.The

automotiveindustryhasdevelopedmanysolutionstopreventandanticipatevehicleincidentsbasedoncameras,radars,andsimilartechnologies.

4Software-DefinedVehiclesfortheCommercialVehiclemarketCapgemini

IntheEU,advanceddriverassistancesystemsarenowmandatoryforallroadvehicles,withintelligentspeedassistance,camerasorsensorstoaidreversing,alertsincaseofdriverdrowsinessordistraction,eventdatarecorders,andemergencystopsignals.Forbusesandtrucks,therearetechnologiesfortirepressure

monitoringsystemsandforbetterrecognitionof

possibleblindspots,aswellaswarningstopreventcollisionswithpedestriansorcyclists.Inthiscontext,trucksandbusescannolongerbeconsideredas

standalonesolutionsforserviceprovision.

InaworldofcontinuousimprovementsarounddataandAI,thevehicleisoneelementofthebusiness

equationandmustbeaugmentedbydigitalsolutionstomaximizecustomersatisfaction.

Digitaltechnologiesandsoftwarearetherefore

keyenablersofasuccessfulfutureforCVcompanies,andwebelievethatasoftware-definedvehicle(SDV)approachistheonlyfeasiblewaytomanagethe

complexitythatfollowsfromincreasinguseofsoftware.

AreCVsaneasierandquickerusecaseforSDV

adoption?Howmuchcanbereusedfromthe

passengercar,andwheredoCVsdiffersignificantly?Therearehugeopportunities,butalsomajor

responsibilitiesformanagers.

5Software-DefinedVehiclesfortheCommercialVehiclemarketCapgemini

TheCVsectorurgentlyneedstotransitiontoanSDVapproach

Multiplefactorsareintensifying–andcomplicating–thepressuresinthemobilitysector

Ontheonehandmarketactorsoperatingcommercialvehiclesmustoptimizetheusageoftheirvehiclestominimizelifecyclecosts.Theentirevaluechainis

affected.Theprovidersoftransport,logistics,andmobilityservicesshouldoptimizevehicleusage,byreducingmaintenancetimeandcostsandensuringcompliancewithsustainabilityregulations.

Inaddition,theyneedtomakedrivingeasierandcreatemoreattractiveworkplaceswithhelpfulsystemsandimprovedin-vehicleexperiences.

Ontheotherhand,themanufacturersmustarchitectthesoftware-definedoperatingmodel,cutcosts,andspeedupsoftwaredeployment.Toachievethis,theymuststartatthecore,adoptcentralizedarchitectures,

decouplethesoftwarefromthehardware,andreinventtheirmanagementofsoftwaredevelopment,despite

limitedresourcesduetolowerproductionvolumesthanthoseforpassengercars.

Inaddition,OEMsandsupplierswillfacetechnical

challengeslikeshiftingtosoftware-basedorganizationsandbuildingnewplatformsinachangingpartner

network.Theymustbreakdowninternalbarriersand

updateoldwaysofworkingtosucceed.Thischangewillalsobringculturalchallenges.

Playersintheautomotiveaftermarketfacesimilar

challenges.Integratingdataandservicesthroughoutthevehiclelifeandtryingtomakethe“asaservice”businessmodelprofitablewillremainachallenge.

Clusteredpainpointshighlighttheneedfordigitalcentricbusinessapproach

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OEM&Tier1

Mobilityserviceprovider

serviceprovider

Logisticsserviceprovider

SWServiceintegration

(acrosstheeco-system)

Dataavailability

Serviceintegration(onbaord)

Charging

locationfactor

Urban

Digitaltechnologyadoption

Assetutilization

Time-to-maket

AIusage

Reduced

assessorcosts

Fleetusecases

Re-distribution/re-exploitation

Digital

transformation

In-vehicleexperience

Fragmentationofpaymentsystems

Re-furbishment

LCVrental

pick-up/return

INTERGRATION&ECOSYSTEM

Charginginfrastructure

Insurancecompanies

Workshops

Transport

Decentralizedmarkets

Passenger

transportlaws

Business-2-

Government

Fullvehiclelife-cycle

Datamgmt.andsharing

Customizedsolutions

Re-manufacturing

Platformbusiness

Re-furbishment

restrictions

Laborcosts

Partnerships

Regulation

Operationalefficiencyisawaytooffsetoperatingcostsandensurethattheassetisfullyutilized

TCUmainbuildingblocks

+

+

+

Transportationcompaniesaregraduallybeing

TCU

TCO

=

+

+

ACQUISITION

MAINTENANCE

OPERATIONS

Refuelling

infrastructurecost

Activitytimelost

TIMESAVING

pressuredtooptimizetheirreturnoninvestment

+

(ROI)onassets,forexamplebyadjustingthewaytheyoperatetheircommercialvehicles,orenablingfleet

ownerstoprovideadditionalservices.Buthowcan

FLEET&COSTSOPTIMIZATION

Access

restrictioncost

Globalfleetsize

theygoaboutcomparingandidentifyingthemobilitysolutionbestsuitedtotheirspecificoperations?

Capgeminihasdevelopedatotalcostofusage(TCU)modeltosupplementconventionalTCOcalculation

Citybanandaccessrestrictions

Fleetsizeandmixofvehicletypes

Maintenanceatfleetlevel

Fleetfinancingsolutions

Operationalconstraints

FLEETPROFILE

Drivercapabilities

methods,whichdemonstrateshowtogeneratemoreinsightfulconclusionsfromabusinesscase,comparingmultiplemobilitysolutionsinthecontextof

fleetoperations.Vehicleprofile

Vehicleregulatoryclassification,e.g.impactof

thevehicledesignoninsurancecostsovertime.

Vehicleloadprofile,e.g.costsofacquiringadditionaloperationalassetsifthevehicleisnotdesignedforspecificusages.Vehiclepowertraincategory,e.g.

Geographical

impactson

energyaccess

Energytrading

(V2G)

ENERGYMANAGEMENT

Privateenergyinfrastructure

Energyaccesscosts

costsofacquiringadditionalvehiclesduetotherangelimitationsofvehiclesinthefleet.

Fleetprofile

Fleetsizeandmixofvehicletypes,e.g.costsarisingfromhavinganinappropriatemixofvehicletypes

suchasasurplusofdieselpick-uptrucksandalack

“Ourcustomersarenowconvinced

byaservice-basedapproachwith

optimizationofuptime,predictive

maintenanceandanticipationoffailures.

Ourdealernetworkunderstandsthesenewcustomerexpectationsandis

motivatedtomeetthem.SDVswill

enabledealerstoimprovetheiroffer,buttheywillneedadditionaltrainingonsoftwareanddatatobeableto

sellservices.”

LauΓentBianchini

VicePresidentCustomerUptime&Productivity,RenaultTrucks,VolvoGroup

ofelectricpeoplecarriers.Fleetfinancingsolutions,e.g.ifthefleetisundervariablefinancingdealsbasedonusage,costsarisingfromoveruseofthefleet.

Energymanagement

Energyaccesscosts,e.g.doesthefleetincurcosts

relatedtoaccessingrefuelingandchargepoints?

Vehicle-to-grid,e.g.revenuegeneratedbyvehicles

transferringpowertothegrid.Designcriteria

refinementforanautomotiveOEMbuildingavehiclespecificallydesignedforlast-miledeliverymarkets.

AugmentingtraditionalTCOinformation,theTCU

modelintegratesthecostsgeneratedbythreefactors:

vehicledesign,fleetprofile,andenergymanagement.Thesefactorsmakeitpossibletocalculatethetotalcostsincurredbyafleetwhenoperatingmultiple

mobilitysolutions.

6Software-DefinedVehiclesfortheCommercialVehiclemarketCapgemini

7Software-DefinedVehiclesfortheCommercialVehiclemarketCapgemini

AnSDVapproachistheonly

realisticwaytomanagethislevelofcomplexity

Thecomplexityofthesoftwareanddigitallandscapeisescalating,bothinsideandoutsidethevehicle.

TheneedtomanagethiscomplexityisamajorreasonforthemovetoSDVs.BycreatingcomprehensiveSDVplatformsandacoherentapproachtobuildingthem,manufacturersandoperatorscanbringdifferent

softwareinitiativestogetherandmanagethemmoreeffectively.

Inouropinion,SDVplatformsforCVswillneedto

gowellbeyondwhatisavailableforpassengercars.Theyneedtoprovideacomprehensivesolutionformaximizingefficiencyandoptimizingtransportationandlogisticscompanies’valuechains.

“Westartedalongtimeagototransitiontoaservice-basedmodel,beforetheSDVtrend,bymeasuringandmanaginglotsofdataandprovidingservicestoour

customers.WithtoomanyECUsinthe

vehicle,wehavetoomanymanagementissueswhichcanleadtoqualityrisks.Thatiswhyweneedanewapproachbasedonasimplerarchitecture.SDVadoptionwillfacilitateconfigurationmanagementandleadtorealqualityimprovements.”

LauΓentBianchini

VicePresidentCustomerUptime&Productivity,RenaultTrucks,VolvoGroup

8Software-DefinedVehiclesfortheCommercialVehiclemarketCapgemini

SDVs:Ourdefinition

TheEclipseSoftwareDefinedVehicleworkinggroupdefinesasoftware-definedvehicleasone“wherethephysicalanddigitalcomponents…aredecoupled,

andfeatures,functionality,andoperationsaredefinedthroughsoftware.Inafullyprogrammablecar,digitalcomponents–suchasmodulesforsafety,comfort/

infotainment,andvehicleperformance–wouldberegularlydevelopedanddeployedthroughover-the-airupdates.”

Inaddition,CapgeminibelievesallSDVswillfeature:

1.Hardwareconsolidation–Tensorhundredsof

electroniccontrolunitsarereplacedbyjustafew

single-boardcomputers,alsoknownashigh-

performancecomputersandzonalcontrollers.Manyfunctionspreviouslyhandledbyspecialized

microcontrollersarecodedassoftwaremodules.

2.Softwareabstraction–Softwareinfrastructure

handlesdeployment,roll-out,androll-backofcodeviaOTAupdates,withtransparentcommunication.

SoftwareabstractioninSDVslimitscomplexity,

increasesflexibilityandmaintainability,andsmoothlybridgesonboardandoffboardenvironments.

3.Convergenceofon-boardandoff-boardsoftwaretoaugmentthevehiclewithecosystemservices.

“AmajordriverforSDVsistheconceptofkeepingatruck‘fresh’throughoutits

lifecycle.Thegoalistotransformthe

truckintoarollingassetwithinadigitalecosystem.Thisinvolvescontinuous

monitoring,control,andoptimizationofthetruck,integratingbackend,on-board,andoff-boardsystemsinadynamiccloudenvironment.Traditionaldevelopment

methodswouldresultinoverlycomplexinterfaces,makingtransformation

impractical.Therefore,thevalue

propositionofSDVsliesintheirabilitytointerlinkonboardandoffboard

technologydomains.”

MichaMuenzenmay

DepartmentHeadSystemDevelopmentCommercialVehicleandOff-RoadRobertBoschGmbH

“Today’struckscanhavemorethan

60ECUsfrommanydifferentsuppliers.Bymovingtoacentralizedarchitecture,withoneortwoECUsthataremanagedandupdatedthroughthesoftware,

OEMscanreducecostandcomplexity.Butbeforetheycandothat,theyneedtojustifythecostofchangingthe

architectureinanestablishedrange.”

ThieΓΓySimonin

GroupCustomerVicePresidentCommercialVehicles,Valeo

9Software-DefinedVehiclesfortheCommercialVehiclemarketCapgemini

Asoftware-centrictransformationprovidesmajoropportunities

Advanceddriverassistancesystems(ADAS),

autonomousdriving(AD),personalization,

andelectrificationarealldependentonsoftware.

Newarchitecturesandplatformswillallowusto

manageincreasingcomplexityoverthenextdecade.

Theyprovidetheflexibility,adaptability,andmodularityrequiredtomeetmarketdemands,environmental

challenges,andcustomerexpectationsindenseurbanareasresultingfromthegrowthoflast-miledelivery.

Remotemonitoringenablesbothpredictiveandscheduledmaintenance,andmeansthevehicleisreturnedtothecustomerfaster.

OEMswillofferawiderangeofserviceswithSDVs,transformingfromtrucksellerstotransportationplatformproviders.Thisshiftwillunlockefficiency,requiringfewertruckstodothesameworkbut

creatinggreatervalue.

Vehicleswillbeupdatedthroughouttheirlifecycle

asefficient,cost-effectiveproductsthatcanrunfor

20yearsandtakeadvantageofnewfunctionalities

forsafety,datatransparency,batterymanagement,

regulatorycomplianceandsoon.Continuouslylogging,tracking,andoptimizingsupportsproductivity,uptime,anddriverwelfare.

“Weaimtoimprovethevehicle’suptime,with‘update,upgrade,integrate’asourkeydrivers.Wewillcontinuouslyupdatethevehicle,upgradeitwithmore

services,andintegrateitintoanextendedecosystem.”

PieΓΓeSiΓolli

HeadofServicesandSolutions,Flexis

Marketvariation

OEMswithinternationalmarketsneedtocaterto

differentneeds.IntheUS,owner-operatorsvalue

personalizationanduserexperience,whileinEurope,

fleetoperatorsfocusstronglyontotalcostofusage

(TCU).SDVcustomerscanconfigurethein-truck

experiencethroughparameter-setting.Inlargelogisticscompanies,itwillbethefleetmanagerthatdefines

thoseparameters,whileforanowner-operatoritwillbeuptotheindividualdriver.

“ForSDVstomakesense,OTA

updatesareessential.Timespentintheworkshoptofixerrorsmeansthatyouhaveanexpensivepieceofequipmentstandingidle–and

recallsareevenworse.Ifyoucanupdatethetruckremotely,youcanmaximizeitsuptime.”

ThieΓΓySimonin

GroupCustomerVicePresidentCommercialVehicles,Valeo

“SDVswillbringusthefoundationsonwhichtoevolveourproduct.

Thesefoundationswilllimittime-to-marketrisksforusandforour

customersbyenablingustokeep

addingnewfeatures.Wealways

havetofindacompromisebetweentime-to-marketandcomplex

features,butOTAupdateswillconsiderablyextendthe

opportunities.”

PieΓΓeSiΓolli

HeadofServicesandSolutions,Flexis

Despitethesedifferences,bothlargetransportationcompaniesandowner-operatorsaimtoreduce

operatingcosts,suchasminimizingdowntimeduetobatterycharging.

CustomerswillpayforSDVservicesifOEMsupdateCVswithnewfunctionsovertheair,providingROIwithimproveduptimeandvehiclelongevity.

Vehicleswillbecomemorecomponentized,enabling

newownershipmodelslikeleasingbatteries,whichcanberecycledandreused.Thistrendwilllikelybecome

clearerinthenextfewyears.

SDVsalsoofferauniquewaytotapintotalentfromdiverselocations.Beingsoftware-centric,theyalignwithasoftwareculturethatcanthriveanywhereintheworld.

Therewillbeopportunitiestoreachnewcustomers.

Somecustomersoflogisticscompanies–retailers

andmanufacturersforexample–maydecidetotakecontrolofend-to-enddeliverythemselves.Weare

alreadyseeingthisinthecaseofChinesemanufacturerswhoarebuildinggiantships,andAmazonwhichhas

boughtseveralairlines.OEMshaveanopportunitytoappealdirectlytothesecompanies.

AstheSDVecosystemmatures,additional

opportunitieswillappear.Forexample,afullproductlifecyclemanagementapproachwillbecomepossible,withbenefitsforthewayOEMsandTier1sdoR&D.

Vehiclesmayneverreallybecomeoutdatedbecause

theywillbeconstantlyupdated.Theonlyreasonto

replaceavehiclewillbemechanicalfailureoroutdatedperformanceproperties–nottheITorplatform

becomingobsolete.Andwithcontinuousmonitoringofthephysicalparts,mechanicalfailuremaybe

deferredtoo.

10Software-DefinedVehiclesfortheCommercialVehiclemarketCapgemini

,,Software-DefinedVehiclesfortheCommercialVehiclemarketCapgemini

SDVtransformationisalready

underwayintheCVsector

SDVtra∩sformatio∩isalreadyu∩derwayi∩theCVsector

Softwarea∩dco∩∩ectivityi∩trucksare∩othi∩9∩ew

Softwarehasbee∩prese∩ti∩bothCVsa∩dpasse∩9ercarssi∩cethei∩ceptio∩ofECUsa∩dthefu∩ctio∩stheysupport.Moreover,CV-speci?csoftwarea∩dfu∩ctio∩ssuchastelematicshavebee∩promi∩e∩ti∩theCV

marketfor8to10years,drive∩,forexample,byMANTruck&Busa∩dtheRIOplatform,acloud-baseddi9italHeetma∩a9eme∩tserviceavailablesi∩ce2015.Whilesomema∩ufacturers?ttedtelematicsequipme∩tto

theirow∩trucks,thisequipme∩twasalsoo阡eredtootherbra∩ds“asaservice.”However,thesetelematicssolutio∩swereofte∩addedtothevehiclesafterstartofproductio∩(SOP).

Arou∩d?veyearsa9o,westartedtoseei∩creaseduseofco∩∩ectivitytoe∩ableremotemo∩itori∩9a∩d

tracki∩9ofbothtrucksa∩ddrivers.Thiswasthe?rstwaveofsmarttrucks.Lar9ecompa∩iesare∩owusi∩9thistech∩olo9ytomo∩itorhetero9e∩eousHeetsofvehiclesacrosswholeco∩ti∩e∩ts.

TheswitchtoSDVs9atheredmome∩tumi∩2024a∩d2025

Itis∩oteasytopi∩poi∩twhe∩thei∩dustrystartedtofocuso∩SDVs,butitar9uablyhappe∩edwhe∩

compa∩iesrealizedthatthey∩eededadedicatedapproachtoma∩a9i∩9tech∩ical–a∩dother–

complexity.Thatswitchhasbee∩taki∩9place

overthepasttwoyears,withthe?rsti∩vestme∩tsappeari∩9fromthestartof2024.Severalsoftware-ce∩trici∩itiativesfromCVplayersareexpectedto9rowduri∩92025,forli9htcommercialvehiclesa∩dheavy-dutytrucks.

12Software-DefinedVehiclesfortheCommercialVehiclemarketCapgemini

MajoΓannouncedinitiativestodate

“ThepassengeΓcaΓsegmentisaheadwithSDVtechnology.ThankstothepositioningoflightcommeΓcial

vehiclesbetweenpassengeΓcaΓsandheavy-dutytΓucks,wewillgetthe

benefitofthesenewtechnologiesandwillbΓingEuΓope’sfiΓstSDVLCVtomaΓket.”

PieΓΓeSiΓolli

HeadofSeΓvicesandSolutions,Flexis

Flexis:ThisjointventuΓebetweenRenault,VolvoGΓoup,andCMACGMisaimedatthelightcommeΓcialsegmentofthemaΓket,andisoneofthemostconcΓete

examplestodateofanSDVinitiativeintegΓatedintoamodulaΓvehicleplatfoΓmtoaddΓessseveΓaluΓbancommeΓcialmobilityusecases.

Kia:TheHyundaibΓandisintendingtoΓeleaseanSDVtΓuckusingaplatfoΓmcalled“platfoΓmbeyondvehicle”

一meaningthatthevehicleitselfissecondaΓytotheplatfoΓm.

Tesla:TeslaisknowntobebΓingingtothemaΓket

adisΓuptiveheavy-dutymobilitysolution.TheTesla

SEMlheavy-dutytΓuckisintendedtoΓeplacediesel

atloweΓopeΓatingcosts,withhigh-efficiencyeneΓgymanagement,combinedwithmegawattchaΓgingthatwillΓemovetheneedfoΓdedicatedchaΓgingstops.

lvecoGΓoup:lvecoGΓo