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1、1The automotive software and electronics market through 2035Automotive&Assembly Practice The automotive software and electronics market through 2035Despite challenges such as advanced autonomous driving delays,our latest research reveals significant growth areassome powered by AIin the automotive so

2、ftware and electronics market through 2035.This article is a collaborative effort by Dominik Hepp,Martin Kellner,and Sren Jautelat,with Michael Guggenheimer and Toms Aloise,representing views from McKinseys Automotive&Assembly Practice and the McKinsey Center for Future Mobility.January 20262The aut

3、omotive software and electronics market through 2035The automotive software and electronics market is transitioning to zonal and central computing architectures that help enable more scalable,software-defined vehicles(SDVs)that support advanced features such as over-the-air updates,enhanced connecti

4、vity,and gen AI integration.1 Other factors influencing market growth and investment include changing customer preferences;regulations that prioritize safety and permit higher autonomous-driving(AD)levels;and technology innovations such as high-performance computers,advanced software,and light detec

5、tion and ranging(LiDAR)sensors.Gen AI is accelerating innovation as autonomous driving,connected vehicles,electrification,and shared mobility(ACES)continues to reshape the automotive industry.2 In fact,in contrast to the overall vehicle market,which is growing by around 1.0 percent CAGR annually,the

6、 global automotive software and electronics market could grow by 4.5 percent CAGR and reach$519 billion by 2035.This potential disparity in growth reflects how vital software and electronics may be to achieving differentiation amid electrification,nonownership models,and evolving consumer expectatio