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Cracking the SDV code – not a cakewalk; legacy OEMs are struggling: While there are many definitions of advanced SDV, we find Nio’s definition as the most simplistic. To quote, Benjamin Steinmertz, Production Experience Director, Nio Europe, “…SDV is a vehicle that can be shaped or changed via software than hardware. So, the characteristics of a vehicle can be changed via software. While the term SDV today is used for almost all vehicles, there are different levels, and as the SDV level moves higher, vehicle architecture becomes critical. For L3 and above, the adoption of zonal architecture becomes critical to its functionality and efficient “over the air” (OTA) updates. Tesla was the pioneer of SDV, but today Chinese OEMs are catching up fast, as per S&P Mobility. However, legacy OEMs continue to struggle, especially in the software piece (e.g., Volkswagen) albeit catching up at a slower pace.
Zonal vs domain architecture advantages: In domain architecture, electronic control units (ECU) are categorized into domains based on functions while zonal classifies ECU by their physical location inside the vehicle, leveraging a central gateway to manage communications; adds a vehicular compute module. This module is a computer with a large processing capacity to perform computations regardless of function. Some advantages of adopting zonal are: 1) reduction in wiring and hence cut in weight of vehicles, 2) scalability and modularity, 3) higher levels of SDV and OTA updates, and 4) improved reliability & maintenance. For e.g., Tesla’s Model 3 was able to reduce wiring content by 50% while BMW is talking about cutting ~600m wiring and ~30% of vehicle weight after adopting zonal architecture.
A high-level delegation from GJC, led by Chairman Rajesh Rokde, Vice Chairman Avinash Gupta, Director Salim Daginawala, ZCM Avi Shah, Bharat Zaveri, and National Secretary Mitesh Dhorda, met with Shri Harsh Sanghavi ji, Honourable Deputy Chief Minister of Gujarat, to present the proposal.
The meeting was described as extremely positive, with GJC expressing confidence in receiving strong support from the Honourable Minister and the Government of Gujarat for the swift implementation of the committee.
The 2.9 per cent rise on Wednesday indicates that the upmove in the stock could be gaining momentum. That increases the chances of seeing a bullish breakout of the current consolidation above ₹540 in the coming days. Such a break can take Apollo Tyres share price higher towards ₹575 in the short term.
Stock to buy today: Apollo Tyres (₹535) – BUY
Recommended buy: Apollo Tyres at ₹535, targeting ₹575 with strategic stop-loss adjustments for traders.
Published on December 4, 2025
