汽车信息娱乐（英）

EMERGING TECH RESEARCHAutomotive InfotainmentPitchBook is a Morningstar company providing the most comprehensive, mostaccurate, and hard-to-find data for professionals doing business in the private markets.Key takeaways•The market is expected to grow from $34 billion in 2024 to $58 billion by 2032,fueled by connected cars, EVs, and ADAS integration.•Automakers and tech companies such as Apple and Google are competingfor control of the digital cockpit, with OEMs wary of ceding brand anddata ownership.•China’s automakers and tech firms (including Xiaomi and NIO) are advancingrapidly with AI voice assistants, smart home integration, and proprietary OSplatforms—often outpacing Western rivals.•The shift from “smartphone on wheels” to deeply integrated systemsraises safety, reliability, and development challenges, with legacy OEMsstruggling to adapt.•Modern infotainment relies on a sophisticated stack: AI-powered UX,embedded OS, advanced SoCs, and high-speed connectivity, redefining thein-car experience. 1 1225568 Infotainment overviewThe automotive infotainment market is experiencing significant growth, drivenby technological advancements and evolving consumer expectations. Valued atapproximately $34 billion in 2024, the market is projected to reach $58 billionby 2032.1This expansion is fueled by the increasing demand for connectedvehicles, integration of advanced driver-assistance systems (ADAS), and theproliferation of electric vehicles (EVs). Manufacturers are focusing on enhancingthe user experience through features such as high-resolution touchscreens,voice recognition, and seamless smartphone integration. The Asia-Pacific regiondominates the market, accounting for approximately 45% of the global share in2024, attributed to rapid urbanization, rising disposable incomes, and a growingtech-savvy population.2Recent developments highlight a shift toward more immersive and integratedinfotainment systems. Infotainment systems and screens, which increasinglycapture drivers’ and passengers’ attention, represent a growing share of the overalldriving experience. As such, infotainment real estate, systems, and softwarerepresent key strategic turf where automakers, suppliers, and third-party appdevelopers are competing for driver attention and dollars. Apple’s introductionof CarPlay Ultra, which offers deeper integration with vehicle functions such asclimate control and instrument clusters, has been met with mixed reactions. Whileluxury brands such as Aston Martin have adopted the system, others such asMercedes-Benz and Audi have expressed concerns over data control and brandidentity. Simultaneously, automakers are investing in proprietary systems; forinstance, Volkswagen plans to incorporate ChatGPT into its IDA voice assistant,enhancing user interaction through AI-driven responses. These trends indicate acompetitive landscape where tech companies and automakers vie for control overthe in-car digital experience, aiming to offer personalized, safe, and connecteddriving environments.Infotainment component stackAutomotive infotainment systems are sophisticated integrations of hardware andsoftware that deliver entertainment, navigation, connectivity, and vehicle controlfunctionalities. The technology stack supporting these systems spans embeddedoperating systems, middleware frameworks, connectivity modules, applicationplatforms, and user interface layers.1: “Automotive Electrical & Electronics: Automotive Infotainment Market, Fortune Business Insights, June 9, 2025.2: Ibid. UI/UX technologiesApplication layerOperating systemDevelopment tools and standardsMiddleware and frameworksConnectivityHardware and SoCsAutomotive infotainment component stackUser interface (UI)/user experience (UX) technologies include:•Touchscreens, rotary knobs, gesture controls•Voice UI:Powered by embedded systems or cloud (Amazon Alexa Auto SDK,Google Assistant SDK)•UI engines:Qt/QML, HTML5, Unity, and Kanzi for dynamic andresponsive interfaces.•Augmented reality (AR), heads-up display:Startups such as Helsinki-basedBasemark are focused on AR interfaces for drivers.Applications provide services such as navigation, media playback, voice assistants,and vehicle diagnostics:•Embedded apps:Built-in media players, navigation (for example, HERE,TomTom), HVAC control.•Third-party apps:Spotify, Google Maps, Alexa, and others, especially in AndroidAutomotive OS.•Cloud-based services:For live traffic, weather, remote diagnostics, orsubscription-based content.Development tools include:•Automotive SPICE, ISO 26262:Safety and quality standards for development.•ROS 2 (robot operating system):Occasionally used in more advancedautomotive platforms.•Yocto Project:For building custom Linux distributions.•Hypervisors (for example, Xen, VirtualBox):For isolating infotainment fromsafety-critical components. 3 4The connectivity layer in modern infotainment systems supports multiple protocols:•Bluetooth, Wi-Fi, near-field communication:For personal device connectio