The Gasgoo Automotive Research Institute recently unveiled its latest rankings of top ADAS component suppliers by Q1 2025 installation volume in China, shedding light on the evolving competitive landscape within the sector. The report highlights the significant advancements made by China’s local suppliers in core components such as LiDAR, air suspension systems, and HD maps, challenging the dominance of global players in the market.
The integration of technology has become the industry standard, evident in the competition for computing power between forward-facing cameras and domain controller chips, the fusion of multi-source sensors in high-precision positioning systems, and the deployment of ADAS and APA solutions in specific driving scenarios. This shift towards a “hardware-embedded, software-iterated” development model is rapidly shaping the future of the automotive industry.
Market concentration and differentiation are coexisting trends, with key players solidifying their positions through technological innovation and economies of scale, while smaller suppliers focus on specialized niches. Together, they are propelling China’s automotive sector towards a new era of intelligent evolution.
Top LiDAR Suppliers: China’s local manufacturers are on the rise, reshaping the market landscape
The rapid growth of robotics, smart cities, and related fields has propelled the demand for LiDAR, a crucial component in the perception layer of ADAS systems. Market share among leading suppliers is consolidating, with innovation and cost optimization driving market expansion. Hesai Technology leads the LiDAR market with 104,687 units installed, followed closely by Huawei Technologies with 101,604 units. RoboSense ranks third with 96,128 units installed, collectively accounting for 91.4% of the market share.
Top Air Suspension System Suppliers: Leading players drive strong market growth
The Q1 2025 ranking of air suspension system suppliers in China showcases the rapid ascent of local suppliers such as KH Automotive Technologies, Baolong Automotive, and Tuopu Group. These companies hold over 90% of the market share, underscoring the advancements in advanced technologies within China’s auto-parts industry. KH Technologies leads the market with a 35.4% share and 57,322 units installed, followed by Baolong Automotive with 31.9% market share and 51,693 units installed. Tuopu Group ranks third with a 22.7% share (36,751 units installed).
Top HD Map Suppliers: AutoNavi leads the pack, shaping the market landscape
HD maps serve as the digital foundation for perception and decision-making in vehicles, playing a critical role in the competition for automotive intelligence. AutoNavi dominates the segment with a market share exceeding 40%, significantly outpacing its competitors. AutoNavi’s market share surpasses the combined volume of second to fourth-ranked suppliers, emphasizing the industry’s “Matthew Effect.”
Top Forward-Facing Camera Suppliers: Bosch maintains the lead, with local suppliers gaining ground
Forward-facing cameras are experiencing a surge in demand and technological advancements, with Bosch leading the market with 17.2% market share and 538,795 units installed. Local suppliers such as Freetech, BYD Semiconductor, and Sunny Smartlead have collectively surpassed 20% of the market share, intensifying competition with foreign players.
Top Driving-Dedicated ADAS Suppliers: All-in-one front-view machines remain mainstream choice, with local suppliers making rapid strides
As L2 ADAS adoption expands, all-in-one front-view machines remain the prevailing solution due to their cost-performance balance. Bosch maintains a significant lead in the market, with over 540,000 units installed. BYD, Freetech, and Huawei are gaining traction through customized collaboration, positioning themselves as strong contenders in the evolving ADAS landscape.
Top ADAS Domain Controller Suppliers: Customized collaboration leads market, with Desay SV at the forefront
ADAS domain controllers have emerged as a key differentiator for car companies, with Desay SV leading the market with a 27.8% share. The competitive landscape is evolving towards a scenario of “one dominant player among many strong contenders,” with BYD and Huawei making significant strides through tailored partnerships.
Top APA Solution Suppliers: China’s local suppliers surpass 40% market share, ushering in an era of accessible tech
As ADAS technology permeates mid- and entry-level vehicles, APA solutions have become pivotal for automotive intelligence. Bosch and Valeo continue to lead the market, while local suppliers including BYD, Huawei, Li Auto, and XPENG secure a 43.5% share, propelled by rising orders from Chinese car manufacturers and localized services.
Top ADAS Domain Controller Chips: NVIDIA leads the market, driving ADAS revolution through technology diversity
ADAS domain controller chips play a crucial role in determining the intelligence level of vehicles, with NVIDIA commanding a 51.8% market share. Tesla, Huawei, and Horizon Robotics are pursuing differentiated technology paths, contributing to the technological diversity within the market. NVIDIA’s Orin-X and Orin-N chips dominate the market, with Tesla’s FSD chip and solutions from Huawei and Horizon Robotics gaining traction.
Top High Precision Positioning System Suppliers: ASENSING leads the market, integrated solutions fueling rapid growth
High precision positioning systems are essential for vehicles to achieve accurate perception and decision-making. ASENSING holds a 45.1% market share, with Huawei and CHC Navigation witnessing rapid growth through integrated positioning solutions. The competitive landscape features a dominant player alongside several strong contenders, each offering diverse technologies to meet evolving industry demands.
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