14/12/2025
🤑 The software platform and vehicle OS race is on!
As always, please add your thoughts 💭 below. Just sharing my personal opinion.
👉 OEMs are in early stages of shifting their portfolio to SDVs, while selective Chinese and American OEMs are already on the AI-defined vehicle S-Curve.
👉 Abstraction of HW & SW is seen as the key enabler for max flexibility on the HW side and as leverage customization and localization on the application layer.
👉 This shift requires new software platforms / vehicle OSes to fill the layer between (compute) hardware and application software.
👉 Suppliers are fighting for the foundational layer, OEMs are turning into platform suppliers and OSS initiatives want to win with vendor-agnostic vehicle OS solutions.
👉 Reduced R&D spendings 🤑, lower maintenance costs and faster time to market are the buzz words that all camps are claiming.
Let’s dive into the different ecosystems:
1️⃣ Supplier camp is getting ready:
🔘 Suppliers and 3rd party vendors like QNX, TTTech Auto & VECTOR Informatik join forces to create a foundational SW platform for the SDV players.
🔘 Foxconn is working on multiple vehicle OSes, e.g., together with Elektrobit. Reference platforms could be used by existing OEMs and new players.
🔘 Huawei is the ultimate player in China 🇨🇳, multiple OEMs and new brands utilize the SW platforms to scale their SDV portfolio. It’s a benchmark for scale and time to market 🚀.
2️⃣ OEM camp: Becoming platform suppliers
🔘 New OEMs like XPENG, Rivian or NIO have invested huge R&D amounts to create the modern E/E architectures and SW platforms to power SDVs and AIDVs.
🔘 Volkswagen Group, Stellantis or smaller OEMs like Forseven are leveraging the smart vehicle platforms from XPENG, Rivian, Nio or Leapmotor.
🔘 Volkswagen and Rivian formed the Rivian and Volkswagen Group Technologies JV to develop solutions for Rivian, Volkswagen and 3rd party OEMs according to key executives: https://lnkd.in/dw9jKeEu
🔘 Renault Group and Volvo Cars are joining the camp: Ford Motor Company is using the Ampere platform for next gen EVs in Europe. Volvo is open for business to license the latest tech stack. Give Anders Bell a call ☎️ if you are interested.
3️⃣ Vendor-agnostic Open-Source ecosystem
🔘 Li Auto joined the Open-Source camp with Halo OS. It's the OSS version of the own SW platform, covering all domains on application layers, except IVI OS.
🔘 Multiple OEMs & suppliers joined forces to develop S-CORE, a vendor agnostic and non-differentiating middleware.
⚠️ It’s still a long way to profitable and sustainable businesses:
🔘 The margins are thin, SaaS and license prices are low 😬.
🔘 Previous attempts from ETAS or Microsoft and others failed.
🔘 To be announced platforms by Tier-1s or service providers heat up the competition.
🔘 OEMs might prefer the vertical integration, due to internal political reasons, control points & velocity.
🔘 It still open if Open-Source is a quiet kingmaker.
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