Looking at trends related to the development of SDVs in the global automotive industry, there is a general trend toward developing electric/electrical (E/E) architectures based on the basic premise of BEV proliferation.
BEV systems, with their simple structure and digital signaling, meet the optimum conditions for the various functions and services required by SDVs.

However, even though BEV sales in the global market are growing at several percent annually, they are not as strong as originally projected, forcing many automakers, especially Tier 1 suppliers, to revise their plans.
(The shift to BEVs has been negatively impacted by looser global environmental regulations and loopholes that have begun to appear in some of the regulations that encourage BEV sales).

Major global automakers (OEMs), which had been planning to respond to SDVs and add value with BEVs, have recently shown a clear trend of pushing back the introduction of mass-produced BEVs that are SDV-compatible, while continuing to develop new technologies.
Major OEMs such as GM, Ford, Stellantis, VW Gr., and Toyota have indicated that they have either stopped development of dedicated BEV platforms or postponed their commercialization.
Against this backdrop, Tesla and the emerging BEV makers (mainly Chinese) that are following Tesla’s lead continue to pursue R&D for SDVs, and there is a clear divide between legacy OEMs and Tesla/emerging BEV makers over SDVs on the basis of BEV promotion.

Legacy OEMs are often modifying their strategies in anticipation of the recent BEV market and taking a pragmatic approach, positioning BEVs as their long-term strategy while focusing on HEVs/PHEVs (+ EREVs) in the short to medium term to accommodate electrification, while Tesla/emerging BEV makers are focusing on SDVs,
In the short to medium term, while positioning BEVs as a long-term strategy, we will respond to electrification by focusing on HEVs and PHEVs (plus EREVs), and we are now in the process of proposing a limited SDV with limited functions for xEVs.

In other words, the industry is proposing the positioning of low to high level technologies in SDV as well as ADAS/automatic driving, but not BEVs that can support the full SDV standard,
However, there is a movement to challenge short- to medium-term competition with xEVs that can handle limited SDV, rather than BEVs that can handle full SDV standards.

Depending on the BEV market, we expect the market share of limited SDVs to remain in the majority after 2030.