Rankings of ADAS component suppliers in China (Jan.-Apr. 2025): Market leaders solidify dominance, China’s local players surge

According to data compiled by the Gasgoo Automotive Research Institute, the ADAS component market in China from January to April 2025 shows two defining trends: increasing concentration among market leaders and the rapid rise of China's local players.

In the LiDAR market, Hesai Technology (30.5%), Huawei Technologies (30.3%), and RoboSense (29.0%) together secure nearly 90% of total share. China's local players KH Automotive Technologies (37.5%), Baolong Automotive (27.5%), and Tuopu Group (24.3%) dominate the air suspension system market with a combined share of over 89%. Meanwhile, ASENSING leads the high precision positioning system market with a commanding 50.5% share.

Localization is gaining momentum, with Chinese suppliers taking the lead across key segments. Hesai Technology, Huawei Technologies, and KH Automotive Technologies dominate their respective fields, while BYD plays a central role in driving-dedicated ADAS (9.7%) and APA solution (14.0%). AutoNavi holds a commanding 55.9% share in HD map market, highlighting the shift from global to local dominance. Looking ahead, market dynamics will be shaped by ongoing technological iteration, cost optimization pressures, and deeper collaboration with original equipment manufacturers (OEMs).

Top LiDAR suppliers 

Hesai Technology: 148,507 units installed, 30.5% market share.

Huawei Technologies: 147,849 units installed, 30.3% market share.

RoboSense: 141,157 units installed, 29.0% market share.

Seyond: 49,648 units installed, 10.2% market share.

Others: 41 units installed, 0.01% market share.

The LiDAR market is increasingly concentrated among a few dominant players. Hesai Technology, Huawei Technologies, and RoboSense together control over 89% of the market, backed by strong tech capabilities and partnerships. Seyond holds a modest share, while others are barely present, making it a highly consolidated landscape. Going forward, the competition will center on technological refinement, cost control and deepening OEM collaboration—either reinforcing the current hierarchy or paving the way for disruption.

Top air suspension system suppliers

KH Automotive Technologies: 86,021 sets installed, 37.5% market share.

Baolong Automotive: 63,019 sets installed, 27.5% market share.

Tuopu Group: 55,590 sets installed, 24.3% market share.

Vibracoustic: 13,840 sets installed, 6.0% market share.

Continental: 10,339 sets installed, 4.5% market share.

Others: 295 sets installed, 0.1% market share.

Chinese brands are reshaping the air suspension system market. KH Automotive Technologies, Baolong Automotive, and Tuopu Group together hold over 89% share, fueled by technological advances and strong local integration. Global players like Vibracoustic and Continental are steadily losing ground, while "others" barely register. As market concentration intensifies and local dominance solidifies, future competition will likely revolve around technology upgrades and cost control—forcing global brands to accelerate localization.

Top forward-facing camera suppliers

Bosch: 694,428 sets installed, 16.4% market share.

DENSO: 383,620 sets installed, 9.1% market share.

BYD Semiconductor: 323,016 sets installed, 7.6% market share.

ZF: 319,809 sets installed, 7.6% market share.

Freetech: 304,953 sets installed, 7.2% market share.

Sunny Smartlead: 273,268 sets installed, 6.5% market share.

Veoneer: 227,168 sets installed, 5.4% market share.

Valeo: 174,764 sets installed, 4.1% market share.

Tesla: 164,550 sets installed, 3.9% market share.

Aptiv: 164,846 sets installed, 3.9% market share.

Bosch leads the front-facing camera market with a 16.4% share, leveraging its strong technology and system integration capabilities. While global players like DENSO continue to hold significant positions, China's local companies such as BYD Semiconductor and Freetech are rapidly gaining ground. BYD Semiconductor and ZF each hold 7.6% share, highlighting strengths in technology, cost efficiency, and local adaptation that are accelerating import substitution. The market remains fiercely competitive, with global leaders dominating the top tier while local players rapidly close the gap. With strong local integration and growing ties to new energy vehicle (NEV) makers, Chinese brands are poised to gain further ground and reshape the competitive landscape.

Top driving-dedicated ADAS suppliers

Bosch: 700,439 sets installed, 16.6% market share.

BYD: 410,465 sets installed, 9.7% market share.

DENSO: 380,203 sets installed, 9.0% market share.

ZF: 306,834 sets installed, 7.3% market share.

Freetech: 305,739 sets installed, 7.2% market share.

Veoneer: 197,615 sets installed, 4.7% market share.

Valeo: 182,297 sets installed, 4.3% market share.

Tesla: 164,550 sets installed, 3.9% market share.

Aptiv: 154,547 sets installed, 3.7% market share.

Huawei: 154,359 sets installed, 3.7% market share.

Bosch leads the driving-dedicated ADAS market with a 16.6% share, supported by strong technology and broad model compatibility. BYD holds a 9.7% market share, reflecting its strength in vertical integration, while DENSO maintains a 9% share. Chinese suppliers like Freetech and ZF each exceed 7% in share, driven by high cost performance and strong local adaptability. Tesla and Huawei leverage smart tech, each holding around 4% market share. The market is marked by global leaders alongside a wave of local innovation. As front-facing integrated solutions become mainstream, technological upgrades, cost control, and deeper OEM collaboration will be key drivers—reshaping the competitive landscape in favor of local brands and emerging players.

Top APA solution suppliers

Bosch: 313,749 sets installed, 15.7% market share.

BYD: 279,800 sets installed, 14.0% market share.

Valeo: 255,444 sets installed, 12.8% market share.

Huawei: 154,359 sets installed, 7.7% market share.

Li Auto: 127,909 sets installed, 6.4% market share.

XPENG: 119,886 sets installed, 6.0% market share.

TungThih Electronic: 107,748 sets installed, 5.4% market share.

Xiaomi: 104,552 sets installed, 5.2% market share.

Leapmotor: 72,153 sets installed, 3.6% market share.

Momenta: 63,705 sets installed, 3.2% market share.

Global players Bosch and Valeo continue to lead the APA solution market. Chinese brands such as BYD (14%), Huawei (7.7%), and Li Auto (6.4%) are rapidly expanding their market shares, reflecting the acceleration of domestic substitution and diversified technology strategies. The top 10 players include Tier 1 suppliers, independent automakers, and tech firms, highlighting distinct competitive tiers. Ongoing local innovation—such as algorithm optimization and cost control—along with deeper OEM collaboration, is expected to further boost the presence of Chinese players and reshape the overall market structure.

Top HD map suppliers

AutoNavi: 312,147 sets installed, 55.9% market share.

Langge Technology: 52,714 sets installed, 9.4% market share.

Tencent: 48,054 sets installed, 8.6% market share.

NavInfo: 46,367 sets installed, 8.3% market share.

Others: 98,636 sets installed, 17.7% market share.

AutoNavi dominates the HD map market with a 55.9% share, driven by extensive data accumulation and strong ecosystem partnerships. Langge Technology (9.4%), Tencent (8.6%), and NavInfo (8.3%) follow, each with distinct technological advantages. The remaining players collectively account for 17.7% of the market.

Top suppliers of high precision positioning system

ASENSING: 488,729 sets installed, 50.5% market share.

Huawei: 154,146 sets installed, 15.9% market share.

CHC Navigation: 104,736 sets installed, 10.8% market share.

XPENG: 56,924 sets installed, 5.9% market share.

Qianxun SI: 13,638 sets installed, 1.4% market share.

Others: 150,138 sets installed, 15.5% market share.

ASENSING leads the high precision positioning market with 50.5% share, followed by Huawei (15.9%) and CHC Navigation (10.8%). XPENG holds 5.9% market share, partly thanks to its vertical integration. The remaining players together account for 15.5%. The market is highly concentrated among leading players, yet remains open to diverse participants. Future share changes will hinge on technological advances and deeper OEM collaboration, with incumbents consolidate their positions and new entrants breaking through via scenario-specific customization.