According to Gasgoo Automotive Research Institute‘s rankings of ADAS suppliers in H1 2025, China’s passenger vehicle ADAS component market showed a highly concentrated structure across several key domains, including air suspension system, LiDAR, driving-dedicated ADAS, forward-facing camera, APA solution, HD map, and high precision positioning system.
At the same time, the strong rise of Chinese suppliers such as BYD, Huawei, and Sunny Smartlead is challenging the traditional dominance of international giants like Bosch and Valeo, highlighting the growing competitiveness of China’s supply chain in both technological innovation and cost efficiency.
Top air suspension system suppliers
KH Automotive Technologies: 165,139 sets installed, 37.1% market share
Tuopu Group: 134,524 sets installed, 30.2% market share
Baolong Automotive: 91,717 sets installed, 20.6% market share
Vibracoustic: 40,040 sets installed, 9.0% market share
Continental: 13,139 sets installed, 3.0% market share
Others: 457 sets installed, 0.1% market share
The air suspension system market showed a highly concentrated structure. The top 3 players—KH Automotive Technologies (37.1%), Tuopu Group (30.2%), and Baolong Automotive (20.6%)—collectively secured 87.9% of the market share. KH Automotive Technologies led the market with 165,139 sets, while Baolong Automotive ranked third with 91,717 sets. The landscape reflected a clear tilt toward leading China’s local suppliers, highlighting their rise in critical technologies and underscoring the strong competitiveness of the local supply chain. Overall, the cost and technology iteration advantages of Chinese brands are expected to further accelerate market consolidation.
Top LiDAR suppliers
Huawei Technologies: 400,456 units installed, 40.0% market share
Hesai Technology: 284,399 units installed, 28.4% market share
RoboSense: 236,501 units installed, 23.6% market share
Seyond: 80,570 units installed, 8.0% market share
Others: 61 units installed, 0.01% market share
Huawei Technologies, Hesai Technology, and RoboSense together captured 92% of China’s LiDAR market, highlighting the sector’s high concentration. With the top 4 suppliers all being Chinese players, the supply chain advanced rapidly—shifting from early breakthroughs to establishing market dominance in core intelligent sensor technologies.
The ranking also included blind-spot LiDAR. In terms of primary LiDAR installations, Hesai Technology ranked first.
Top driving-dedicated ADAS suppliers
Bosch: 1,067,448 sets installed, 15.3% market share
BYD: 856,933 sets installed, 12.3% market share
DENSO: 617,441 sets installed, 8.8% market share
ZF: 491,731 sets installed, 7.0% market share
Freetech: 410,220 sets installed, 5.9% market share
Veoneer: 295,069 sets installed, 4.2% market share
Huawei: 290,548 sets installed, 4.2% market share
Valeo: 280,866 sets installed, 4.0% market share
Tesla: 264,907 sets installed, 3.8% market share
Aptiv: 243,909 sets installed, 3.5% market share
According to the rankings above, the market showed a clear concentration at the top. Bosch took the lead strongly with 1,067,448 sets (15.3% market share), followed by BYD with 856,933 sets (12.3%), together accounting for nearly 30% of the market. Notably, Huawei entered the top 7 with 290,548 sets (4.2%), highlighting the rapid penetration of tech companies into core ADAS hardware. Overall, while global giants still dominate, Chinese players like BYD and Huawei are gradually reshaping the supply chain landscape.
Top forward-facing camera suppliers
Bosch: 1,067,824 sets installed, 15.3% market share
DENSO: 627,297 sets installed, 9.0% market share
Sunny Smartlead: 609,187 sets installed, 8.7% market share
BYD Semiconductor: 594,806 sets installed, 8.5% market share
ZF: 501,398 sets installed, 7.2% market share
Freetech: 408,786 sets installed, 5.8% market share
Baolong: 381,329 sets installed, 5.5% market share
Veoneer: 329,915 sets installed, 4.7% market share
Valeo: 269,873 sets installed, 3.9% market share
Tesla: 264,907 sets installed, 3.8% market share
Bosch remained the leader in forward-facing camera installations with 1,067,824 sets (15.3% share). China’s local players like Sunny Smartlead (609,187 sets, 8.7%) and BYD Semiconductor (594,806 sets, 8.5%) showed strong growth, underlining the rising competitiveness of Chinese suppliers in core technologies. The top 5 suppliers together accounted for 40.7% of the market, indicating a moderately high level of concentration. The rapid ascent of local manufacturers is reshaping the supply chain, driven by technological innovation, cost efficiency, and localized service capabilities, while also pushing forward-facing cameras toward becoming standard rather than optional features in intelligent vehicle systems.
Top APA solution suppliers
BYD: 701,767 sets installed, 19.6% market share
Bosch: 494,825 sets installed, 13.8% market share
Valeo: 405,750 sets installed, 11.3% market share
Huawei: 290,548 sets installed, 8.1% market share
Li Auto: 208,314 sets installed, 5.8% market share
XPENG: 178,812 sets installed, 5.0% market share
TungThih Electronic: 167,635 sets installed, 4.7% market share
Xiaomi: 158,104 sets installed, 4.4% market share
Momenta: 128,806 sets installed, 3.6% market share
Leapmotor: 119,739 sets installed, 3.3% market share
BYD topped the APA solution market with 701,767 sets installed (19.6% share). International giants Bosch (494,825 sets, 13.8%) and Valeo (405,750 sets, 11.3%) followed, yet local players are rapidly gaining ground. Among the top 5, BYD, Huawei, Li Auto, and XPENG together held over 45.8% of the market. The strong performance of Chinese suppliers in core APA technologies is gradually shifting the supply chain landscape and accelerating the move toward making automated parking a standard feature in new energy vehicles (NEVs). Despite mounting competition and potential pricing pressure, growth driven by Chinese players is set to reinforce the strength and competitiveness of China’s automotive industry.
Top HD map suppliers
AutoNavi: 522,694 sets installed, 55.2% market share
Tencent: 116,922 sets installed, 12.3% market share
Langge Technology: 107,209 sets installed, 11.3% market share
NavInfo: 72,138 sets installed, 7.6% market share
Others: 127,996 sets installed, 13.5% market share
AutoNavi led the HD map market with 522,694 sets installed, holding a 55.2% share, due to its strong data resources, OEM partnerships, and ongoing technology upgrades. Tencent (116,922 sets, 12.3%), Langge Technology (107,209 sets, 11.3%), and NavInfo (72,138 sets, 7.6%) formed the second tier, together accounting for 31.2% of the market. While smaller suppliers still have room to grow in niche areas, the market is now dominated by the top players, with the four largest controlling 86.4% of installations. This concentration is speeding up technology standardization and reinforcing the leading suppliers’ position, turning HD maps into essential infrastructure for intelligent vehicles rather than just optional features.
Top suppliers of high precision positioning system
ASENSING: 1,135,021 sets installed, 56.7% market share
Huawei: 290,263 sets installed, 14.5% market share
CHC Navigation: 158,388 sets installed, 7.9% market share
XPENG: 100,220 sets installed, 5.0% market share
Qianxun SI: 21,434 sets installed, 1.1% market share
Others: 295,676 sets installed, 14.8% market share
ASENSING dominated the high precision positioning system market with 1,135,021 sets installed (56.7% share), highlighting its strong capabilities in multi-sensor fusion technologies. Huawei followed with 290,263 sets (14.5% share). Notably, the top 3 suppliers—ASENSING, Huawei, and CHC Navigation—together secured 79.1% of the market, reflecting a highly concentrated landscape. Looking ahead, as automakers demand higher positioning accuracy and cost pressures intensify, suppliers with advanced multi-sensor fusion algorithms and automotive-grade mass production experience are expected to further squeeze smaller competitors.