温馨提示：本站仅提供公开网络链接索引服务，不存储、不篡改任何第三方内容，所有内容版权归原作者所有
AI智能索引来源：http://www.ms.com/ideas/software-defined-vehicles-outlook
点击访问原文链接

Software-Defined Vehicles: The Future of Cars | Morgan Stanley

进入原网站 导航首页
Software-Defined Vehicles: The Future of Cars | Morgan Stanley Investor Relations Media Relations Client Login Client Login Morgan Stanley Online Morgan Stanley at Work Research Portal Matrix

Morgan Stanley Online

Morgan Stanley at Work

Research Portal

Matrix

Our Insights Our Insights Personal Finance Market Trends Technology & Disruption Sustainability Diversity & Inclusion Morgan Stanley Institute STAY UP TO DATE Sign Up For the Five Ideas Newsletter Listen To Our Podcasts

At Morgan Stanley, we lead with exceptional ideas. Across all our businesses, we offer keen insight on today's most critical issues.

Personal Finance

Learn from our industry leaders about how to manage your wealth and help meet your personal financial goals.

At Morgan Stanley, we lead with exceptional ideas. Across all our businesses, we offer keen insight on today's most critical issues.

Market Trends

From volatility and geopolitics to economic trends and investment outlooks, stay informed on the key developments shaping today's markets.

At Morgan Stanley, we lead with exceptional ideas. Across all our businesses, we offer keen insight on today's most critical issues.

Technology & Disruption

Whether it’s hardware, software or age-old businesses, everything today is ripe for disruption. Stay abreast of the latest trends and developments.

At Morgan Stanley, we lead with exceptional ideas. Across all our businesses, we offer keen insight on today's most critical issues.

Sustainability

Our insightful research, advisory and investing capabilities give us unique and broad perspective on sustainability topics.

At Morgan Stanley, we lead with exceptional ideas. Across all our businesses, we offer keen insight on today's most critical issues.

Diversity & Inclusion

Multicultural and women entrepreneurs are the cutting-edge leaders of businesses that power markets. Hear their stories and learn about how they are redefining the terms of success.

At Morgan Stanley, we lead with exceptional ideas. Across all our businesses, we offer keen insight on today's most critical issues.

Morgan Stanley Institute

Signal that moves capital. The Morgan Stanley Institute delivers integrated insights on the defining questions for financial decision makers.

Featured 2026 Outlooks Insights Hard Lessons Insights Energy Markets Race to Solve the AI Power Bottleneck Morgan Stanley Institute What We Do What We Do Wealth Management Investment Banking & Capital Markets Sales & Trading Research Investment Management Morgan Stanley at Work Sustainable Investing Inclusive & Sustainable Ventures

Morgan Stanley helps people, institutions and governments raise, manage and distribute the capital they need to achieve their goals.

Wealth Management

We help people, businesses and institutions build, preserve and manage wealth so they can pursue their financial goals.

Morgan Stanley helps people, institutions and governments raise, manage and distribute the capital they need to achieve their goals.

Investment Banking & Capital Markets

We have global expertise in market analysis and in advisory and capital-raising services for corporations, institutions and governments.

Morgan Stanley helps people, institutions and governments raise, manage and distribute the capital they need to achieve their goals.

Sales & Trading

Global institutions, leading hedge funds and industry innovators turn to Morgan Stanley for sales, trading and market-making services.

Morgan Stanley helps people, institutions and governments raise, manage and distribute the capital they need to achieve their goals.

Research

We offer timely, integrated analysis of companies, sectors, markets and economies, helping clients with their most critical decisions.

Morgan Stanley helps people, institutions and governments raise, manage and distribute the capital they need to achieve their goals.

Investment Management

We deliver active investment strategies across public and private markets and custom solutions to institutional and individual investors.

Morgan Stanley helps people, institutions and governments raise, manage and distribute the capital they need to achieve their goals.

Morgan Stanley at Work

We provide comprehensive workplace financial solutions for organizations and their employees, combining personalized advice with modern technology.

Morgan Stanley helps people, institutions and governments raise, manage and distribute the capital they need to achieve their goals.

Sustainable Investing

We offer scalable investment products, foster innovative solutions and provide actionable insights across sustainability issues.

Morgan Stanley helps people, institutions and governments raise, manage and distribute the capital they need to achieve their goals.

Inclusive & Sustainable Ventures

From our startup lab to our cutting-edge research, we broaden access to capital for entrepreneurs and spotlight their success.

Featured Get Matched with a Financial Advisor Wealth Management Explore What We Offer E*TRADE from Morgan Stanley Watch Our Client Success Stories The Morgan Stanley Blueprint About Us About Us Core Values Leadership History Locations Diversity Sustainability Giving Back Technology Sponsorships

Since our founding in 1935, Morgan Stanley has consistently delivered first-class business in a first-class way. Underpinning all that we do are five core values.

Core Values

Everything we do at Morgan Stanley is guided by our five core values: Do the right thing, put clients first, lead with exceptional ideas, commit to diversity and inclusion, and give back.

Since our founding in 1935, Morgan Stanley has consistently delivered first-class business in a first-class way. Underpinning all that we do are five core values.

Leadership

Morgan Stanley leadership is dedicated to conducting first-class business in a first-class way. Our board of directors and senior executives hold the belief that capital can and should benefit all of society.

Since our founding in 1935, Morgan Stanley has consistently delivered first-class business in a first-class way. Underpinning all that we do are five core values.

History

From our origins as a small Wall Street partnership to becoming a global firm of more than 80,000 employees today, Morgan Stanley has been committed to clients and communities for 90 years.

Since our founding in 1935, Morgan Stanley has consistently delivered first-class business in a first-class way. Underpinning all that we do are five core values.

Locations

The global presence that Morgan Stanley maintains is key to our clients' success, giving us keen insight across regions and markets, and allowing us to make a difference around the world.

Since our founding in 1935, Morgan Stanley has consistently delivered first-class business in a first-class way. Underpinning all that we do are five core values.

Diversity

Morgan Stanley is differentiated by the caliber of our diverse team. Our culture of access and inclusion has built our legacy and shapes our future, helping to strengthen our business and bring value to clients.

Since our founding in 1935, Morgan Stanley has consistently delivered first-class business in a first-class way. Underpinning all that we do are five core values.

Sustainability

Our firm's commitment to sustainability informs our operations, governance, risk management, diversity efforts, philanthropy and research.

Since our founding in 1935, Morgan Stanley has consistently delivered first-class business in a first-class way. Underpinning all that we do are five core values.

Giving Back

At Morgan Stanley, giving back is a core value—a central part of our culture globally. We live that commitment through long-lasting partnerships, community-based delivery and engaging our best asset—Morgan Stanley employees.

Since our founding in 1935, Morgan Stanley has consistently delivered first-class business in a first-class way. Underpinning all that we do are five core values.

Technology

As a global financial services firm, Morgan Stanley is committed to technological innovation. We rely on our technologists around the world to create leading-edge, secure platforms for all our businesses.

Since our founding in 1935, Morgan Stanley has consistently delivered first-class business in a first-class way. Underpinning all that we do are five core values.

Sponsorships

At Morgan Stanley, we believe creating a more equitable society begins with investing in access, knowledge and resources to foster potential for all. We are committed to supporting the next generation of leaders and ensuring that they reflect the diversity of the world they inherit.

Careers Careers Students & Graduates Opportunities Experienced Professionals Opportunities Technology Professionals Experienced Financial Advisors

We believe our greatest asset is our people. We value our commitment to diverse perspectives and a culture of inclusion across the firm. Discover who we are and the right opportunity for you.

Students & Graduates

A career at Morgan Stanley means belonging to an ideas-driven culture that embraces new perspectives to solve complex problems. See how you can make meaningful contributions as a student or recent graduate at Morgan Stanley.

We believe our greatest asset is our people. We value our commitment to diverse perspectives and a culture of inclusion across the firm. Discover who we are and the right opportunity for you.

Experienced Professionals

At Morgan Stanley, you’ll find trusted colleagues, committed mentors and a culture that values diverse perspectives, individual intellect and cross-collaboration. See how you can continue your career journey at Morgan Stanley.

We believe our greatest asset is our people. We value our commitment to diverse perspectives and a culture of inclusion across the firm. Discover who we are and the right opportunity for you.

Experienced Financial Advisors

At Morgan Stanley, our premier brand, robust resources and market leadership can offer you a new opportunity to grow your practice and continue to fulfill on your commitment to deliver tailored wealth management advice that helps your clients reach their financial goals.

Featured Explore Our Culture Careers Yes, You Can Be a Tech Innovator at Morgan Stanley Technology CLEAR Research The Future of Cars Jan 9, 2024

How software-defined vehicles are changing the auto market and paving the way for the self-driving cars of the future.

Key Takeaways Software-defined vehicles could dominate the auto market by 2040 SDVs may account for 90% of total auto production by 2029 Wider adoption of intelligent cars could drive $15 billion in chip spending Will the next must-have mobile device come with four wheels? With advancements in computing and processing power, software-defined vehicles (SDVs) could disrupt the automotive market over the next decade and a half.

 

Although the use of technology in cars is not new, with features like entertainment and navigation having been around for some time, SDVs are different. More sophisticated software could dramatically increase computing power in a car’s cockpit, allowing for vehicles that can be upgraded remotely with new features, like apps on smartphone, without a trip to a dealership or mechanic.

 

“The car is evolving from a static network of software systems that are encased in moving hardware to be an intelligent, super-connected mobile electronic device,” says Lee Simpson, Morgan Stanley’s head of technology hardware research in Europe.

 

SDVs could account for 90% of total auto production by 2029, up from just 3.4% in 2021, driven by navigation, infotainment and comfort features.1 Simpson notes, “A wider set of services and applications, all automated by software, could drive an additional $15 billion in spending on semiconductors in the next five to six years.”

 

Navigating the Future of Cars In a software-defined future, automakers could manage capabilities and roll out upgrades over a car’s lifetime, putting up for grabs a relationship with the customer—along with increased brand loyalty, advanced analytics via onboard data parsing, and fine-tuned subscription sales—well beyond the initial point of sale.

 

“The future will be dominated by automakers that successfully place software at the center of their design decisions and pioneer car-to-cloud computing that paves the way for over-the-air upgrades of new, best-in-class features as well as autonomous driving,” says Simpson.

 

A handful of forward-looking carmakers, especially in the electric vehicle market, have already developed some of these capabilities, leaving many legacy players in various stages of catchup. Some are building their own proprietary software while others are partnering with chip makers, tech firms and software systems designers.

 

The other big beneficiaries of SDVs’ growth could be the suppliers that help design, manufacture and program the onboard systems needed to make new features work.

 

“Central to the long-term promise of this is safety, from data management that helps drivers stay on top of preventative maintenance to cloud-connected driver assistance that gets better and better over time,” says Simpson. “Investors should especially note companies, from makers of hardware to fine components, that are leading this incremental shift.”

 

Are We There Yet? The road to widespread adoption of SDV will be long and circuitous. Automakers need to convince drivers—and regulators—that SDVs are just as safe, or safer, than their analog precursors.

 

Consumers have already embraced features like autonomous parking, emergency braking, blind spot detection and lane-line recognition. But the expansion of software and firmware updates will make the process of ensuring safety much more complex. Recently, SDVs have suffered a string of high-profile setbacks, including fatal crashes, layoffs and massive recalls, that may hinder carmakers’ efforts to build consumer confidence.

 

“If drivers are going to let computers behind the wheel, they’ll first want to be assured that those computers aren’t vulnerable to hackers,” says Simpson.

 

Another significant challenge is related to design. Automakers will have to rethink the traditional architecture of a vehicle's electrical and electronic system: essentially consolidating a car’s brains into a handful of high-performance processors from more than a hundred microcontrollers dedicated to discreet tasks like raising or lowering windows, for instance.

 

Centralizing functions to a small number of powerful processors would also streamline wiring and reduce the need for multiple, redundant control units leading to a faster innovation cycle.

 

“From there, carmakers could begin to transition toward centralized computing, paving the way for increased automation, and eventually widespread adoption of self-driving cars.”

 

 

For detailed insights on the future of software-defined vehicles, ask your Morgan Stanley representative or Financial Advisor for the full report, “The Migration to SDVs” (Oct. 5, 2023), which existing Morgan Stanley clients can access directly here.

7275232 63766 3CD19151-F46C-4595-84CF-8EEC3E05FD19

Sign up to get Morgan Stanley Ideas delivered to your inbox.

Email Address Email Address (Required) Invalid Email Address Subscribe

Thank You for Subscribing!

Would you like to help us improve our coverage of topics that might interest you? Tell us about yourself.

default-msdotcom-options true Submit Thank You for Taking the Survey! Thank you for taking the survey to help improving our newsletter. We value your feedback. Sources 1 Gartner Inc.

More Insights Research Don’t Count on a March Rate Cut Inflation will be stickier than expected, delaying the start of long-awaited interest rate cuts. Research Generative AI Is Set to Shake Up Education While educators debate the risks and opportunities of generative AI as a learning tool, some education technology companies are using it to increase revenue and lower costs. Research 2024 Investment Outlook: Threading the Needle Investors face tough choices in an imperfect world, but can look for opportunities in fixed income while remaining cautious on emerging markets and commodities. Research Don’t Count on a March Rate Cut Research Generative AI Is Set to Shake Up Education Research 2024 Investment Outlook: Threading the Needle Disclosures Investor Relations Corporate Governance Newsroom Careers Contact Us Global Offices Equal Employment Opportunity Cybersecurity Terms of Use Privacy & Cookies Your Privacy Choices

© 2026 Morgan Stanley. All rights reserved.

智能索引记录