丰田宣布2030年前将全部约50款车型转为软件定义汽车（SDV），Arene平台年装车1000万辆

NAGOYA, Japan -- Toyota Motor has revealed plans to convert all 50 of its automobile models into software-defined vehicles by 2030, tapping its proprietary Arene software development platform for the effort.
The Japanese automaker disclosed the new strategy at a briefing for investors this month in Europe.
Arene was used for the redesigned RAV4 sport utility vehicle released in 2025. Under the plan, 10 million new vehicles a year will be powered by Arene. Toyota intends to provide the technology to partner automakers by 2035.
Arene will also be incorporated into communications devices attached to robots, homes, utility poles and other infrastructure. Linking vehicles to infrastructure will make it possible to turn on a house's lights when a vehicle approaches, or for devices on utility poles to alert cars to the presence of pedestrians, for example.
Toyota expects to increase operating profit outside new-auto sales to 3 trillion yen ($18.9 billion) by fiscal 2030, up 40% or so from current levels. The mass rollout of SDVs will make a contribution.
SDVs have their performance and functionality enhanced through software updates from paid subscriptions, so the vehicles continue to generate revenue even after delivery to the customer.
Automakers in the U.S., Europe and China have pioneered SDVs. Tesla offers over-the-air updates as a paid service for its electric vehicles. Mercedes-Benz provides a paid software update to improve acceleration. BMW charges for each update that adds a function, such as remote parking.
Such Chinese manufacturers as BYD and Xpeng also offer driving features via software updates, but these are often provided free of charge.
The global SDV market will reach $786.5 billion in 2030, according to a forecast from parties including Global Information -- double the 2025 scale.
The spread of SDVs will likely mean fewer visits to dealerships to add vehicle features, so there will be fewer opportunities to promote new vehicles to existing customers. Parts manufacturers may have to revise their development strategies as well if SDV-compatible parts can have their functionality changed via updates.
Toyota intends to maintain its production infrastructure and workforce in Japan, which produce 3 million units annually. The automaker faces a challenging environment alongside the wider adoption of SDVs. Toyota will need to deliver new services to attract dealerships and customers. The company will also be expected to boost the development capabilities of parts suppliers.
In the briefing, Toyota also revealed plans to roll out new engines for hybrids and gasoline vehicles and to sell the components to other manufacturers. The engine sales business aims to generate 250 billion yen in revenue by 2032.
Toyota's solid-state batteries are due to enter the market in 2027 or 2028. Commercial vehicles and drones will be among the first applications.