Gai Shi Automotive Research InstituteADAS Supplier Installation Rankings for January to June 2025 show that the market for core components of ADAS in Chinese passenger vehicles exhibits a high degree of concentration in several key areas, including air suspension, LiDAR, driving ADAS, front-view cameras, automatic parking APA, high-precision maps, and high-precision positioning systems.
At the same time, the strong rise of local suppliers such as BYD, Huawei, and Sunny Optical has challenged the traditional dominance of international giants like Bosch and Valeo, highlighting the competitive advantages of the Chinese supply chain in terms of technological innovation and cost efficiency.
Detailed data is as follows:
Air Suspension Supplier Installation Rankings
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Konghui Technology, installation volume of 165,139 sets from January to June 2025, market share of 37.1%.
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Top Group, installation volume of 134,524 sets from January to June 2025, market share of 30.2%.
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Baolong Technology, installation volume of 91,717 sets from January to June 2025, market share of 20.6%.
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Weibake, installation volume of 40,040 sets from January to June 2025, market share of 9.0%.
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Continental, installation volume of 13,139 sets from January to June 2025, market share of 3.0%.
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Others, installation volume of 457 sets from January to June 2025, market share of 0.1%.
From the air suspension supplier installation rankings, the market shows a highly concentrated characteristic. The top three suppliers, Konghui Technology (37.1%), Top Group (30.2%), and Baolong Technology (20.6%), together occupy 87.9% of the market share. Among them, Konghui Technology ranks first with an installation volume of 165,000 sets, while Baolong Technology ranks third with 92,000 sets, indicating a trend towards leading local enterprises in the industry and reflecting the rise of domestic manufacturers in key technology areas, showcasing the strong competitiveness of the Chinese supply chain in the air suspension market. Overall, the advantages of domestic brands in cost and technological iteration are expected to continue driving market consolidation.
LiDAR Supplier Installation Rankings
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Huawei Technology, installation volume of 400,456 units from January to June 2025, market share of 40.0%.
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Hesai Technology, installation volume of 284,399 units from January to June 2025, market share of 28.4%.
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RoboSense, installation volume of 236,501 units from January to June 2025, market share of 23.6%.
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TuDatong, installation volume of 80,570 units from January to June 2025, market share of 8.0%.
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Other suppliers, installation volume of 61 units from January to June 2025, market share of 0.01%.
From the LiDAR supplier installation rankings, Huawei Technology (40%), Hesai Technology (28.4%), and RoboSense (23.6%) together occupy 92% of the market share. The top four suppliers are all domestic companies, indicating a comprehensive upgrade of the domestic supply chain from technological breakthroughs to market leadership in the core sensor field.
Additionally, this ranking includes blind spot radar. In the main LiDAR installation volume ranking, Hesai ranks first.
Driving ADAS Supplier Installation Rankings
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Bosch, installation volume of 1,067,448 sets from January to June 2025, market share of 15.3%.
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BYD, installation volume of 856,933 sets from January to June 2025, market share of 12.3%.
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Denso, installation volume of 617,441 sets from January to June 2025, market share of 8.8%.
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ZF, installation volume of 491,731 sets from January to June 2025, market share of 7.0%.
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Furukawa, installation volume of 410,220 sets from January to June 2025, market share of 5.9%.
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Veoneer, installation volume of 295,069 sets from January to June 2025, market share of 4.2%.
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Huawei, installation volume of 290,548 sets from January to June 2025, market share of 4.2%.
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Valeo, installation volume of 280,866 sets from January to June 2025, market share of 4.0%.
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Tesla, installation volume of 264,907 sets from January to June 2025, market share of 3.8%.
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Ambarella, installation volume of 243,909 sets from January to June 2025, market share of 3.5%.
From the driving ADAS supplier installation rankings, the market shows a significant concentration at the top. Bosch leads with an installation volume of 1.067 million sets (market share of 15.3%), followed closely by BYD with 857,000 sets (market share of 12.3%), together accounting for nearly 30% of the market. Notably, Huawei, with 291,000 sets (4.2%), ranks among the top seven, indicating the rapid penetration of technology companies in the core hardware field of ADAS. Overall, although foreign giants still dominate, local forces represented by BYD and Huawei are gradually rewriting the supply chain’s discourse power.
Front-View Camera Supplier Installation Rankings
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Bosch, installation volume of 1,067,824 sets from January to June 2025, market share of 15.3%.
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Denso, installation volume of 627,297 sets from January to June 2025, market share of 9.0%.
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Sunny Optical, installation volume of 609,187 sets from January to June 2025, market share of 8.7%.
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BYD Semiconductor, installation volume of 594,806 sets from January to June 2025, market share of 8.5%.
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ZF, installation volume of 501,398 sets from January to June 2025, market share of 7.2%.
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Furukawa, installation volume of 408,786 sets from January to June 2025, market share of 5.8%.
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Baolong Technology, installation volume of 381,329 sets from January to June 2025, market share of 5.5%.
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Veoneer, installation volume of 329,915 sets from January to June 2025, market share of 4.7%.
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Valeo, installation volume of 269,873 sets from January to June 2025, market share of 3.9%.
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Tesla, installation volume of 264,907 sets from January to June 2025, market share of 3.8%.
From the front-view camera supplier installation rankings, Bosch maintains its leading position with an installation volume of 1,067,824 sets and a market share of 15.3%, while domestic suppliers such as Sunny Optical (installation volume of 609,187 sets, market share of 8.7%) and BYD Semiconductor (installation volume of 594,806 sets, market share of 8.5%) show remarkable performance, with their considerable shares and upward trends highlighting breakthroughs and enhanced competitiveness of domestic enterprises in core technology areas. The overall market competition is fierce, with the top five suppliers collectively occupying 40.7% of the market share, reflecting a moderately high market concentration. The rapid rise of domestic manufacturers is reshaping the supply chain landscape, which not only reflects the cost advantages and localization service capabilities brought by technological progress but also indicates that the future market will accelerate towards high cost-performance and innovation-driven directions, promoting the transition of front-view cameras from optional to standard in intelligent systems.
Automatic Parking APA Solution Supplier Installation Rankings
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BYD, installation volume of 701,767 sets from January to June 2025, market share of 19.6%.
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Bosch, installation volume of 494,825 sets from January to June 2025, market share of 13.8%.
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Valeo, installation volume of 405,750 sets from January to June 2025, market share of 11.3%.
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Huawei, installation volume of 290,548 sets from January to June 2025, market share of 8.1%.
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Li Auto, installation volume of 208,314 sets from January to June 2025, market share of 5.8%.
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Xpeng, installation volume of 178,812 sets from January to June 2025, market share of 5.0%.
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Tongzhi Electronics, installation volume of 167,635 sets from January to June 2025, market share of 4.7%.
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Xiaomi, installation volume of 158,104 sets from January to June 2025, market share of 4.4%.
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MoMentum, installation volume of 128,806 sets from January to June 2025, market share of 3.6%.
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Leapmotor, installation volume of 119,739 sets from January to June 2025, market share of 3.3%.
From the automatic parking APA solution supplier installation rankings, the market is led by BYD with an installation volume of 701,767 sets and a market share of 19.6%, highlighting the leading advantage of domestic manufacturers. Bosch (installation volume of 494,825 sets, market share of 13.8%) and Valeo (installation volume of 405,750 sets, market share of 11.3%) follow closely as international giants, but the overall competitive landscape shows an accelerated rise of local enterprises, with BYD, Huawei, Li Auto, and Xpeng contributing over 45.8% of the market share among the top five. The strong performance of domestic suppliers in the core APA field is gradually reshaping the discourse power of the supply chain and promoting the standardization of automatic parking functions in the popularization of new energy vehicles. Although intensified market competition may bring price pressures, the growth potential driven by domestic players will continue to strengthen the competitiveness of the local industrial chain.
High-Precision Map Supplier Installation Rankings
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Gaode, installation volume of 522,694 sets from January to June 2025, market share of 55.2%.
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Tencent, installation volume of 116,922 sets from January to June 2025, market share of 12.3%.
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Langge Technology, installation volume of 107,209 sets from January to June 2025, market share of 11.3%.
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Four-Dimensional Map, installation volume of 72,138 sets from January to June 2025, market share of 7.6%.
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Other suppliers, installation volume of 127,996 sets from January to June 2025, market share of 13.5%.
From the high-precision map supplier installation rankings, Gaode leads with an installation volume of 522,694 sets (market share of 55.2%), reflecting the deep barriers of leading enterprises in data accumulation, cooperation with car manufacturers, and technological iteration. Tencent (116,922 sets, 12.3%), Langge Technology (107,209 sets, 11.3%), and Four-Dimensional Map (72,138 sets, 7.6%) form the second tier, with a total share of 31.2%. Emerging technology companies still have room for localized breakthroughs, but the overall competitive situation in the market has shifted from decentralization to dominance by giants—the top four suppliers collectively occupy 86.4% of the market share, which will accelerate the standardization process of industry technology and compel small and medium-sized manufacturers to explore differentiated technological routes. The consideration of supply chain security by car manufacturers may further strengthen the ecological binding advantages of leading enterprises, promoting high-precision maps from “functional modules” to intelligent “infrastructure” transformation.
High-Precision Positioning System Supplier Installation Rankings
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Daoyuan Technology, installation volume of 1,135,021 sets from January to June 2025, market share of 56.7%.
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Huawei, installation volume of 290,263 sets from January to June 2025, market share of 14.5%.
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Huace Navigation, installation volume of 158,388 sets from January to June 2025, market share of 7.9%.
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Xpeng, installation volume of 100,220 sets from January to June 2025, market share of 5.0%.
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Qianxun Positioning, installation volume of 21,434 sets from January to June 2025, market share of 1.1%.
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Other suppliers, installation volume of 295,676 sets from January to June 2025, market share of 14.8%.
From the high-precision positioning system supplier installation rankings, Daoyuan Technology leads significantly with an installation volume of 1,135,021 sets (market share of 56.7%), highlighting its deep capabilities in integrated positioning technology. Huawei ranks second with an installation volume of 290,263 sets and a market share of 14.5%. Notably, the top three companies (Daoyuan, Huawei, Huace Navigation) collectively occupy 79.1% of the market share, indicating a very high concentration. In the future, as car manufacturers’ requirements for positioning accuracy increase and cost pressures are transmitted, manufacturers with advantages in multi-sensor fusion algorithms and automotive-grade mass production experience will continue to squeeze the survival space of tail-end players.
Data Source: Gai Shi Automotive Research Institute ADAS Configuration Database
Focusing on the 2025 Seventh Golden Award
“Golden Award” initiated by Gai Shi Automotive aims to “discover good companies, promote good technologies, and achieve automotive professionals”, focusing on the theme of “Top 100 New Supply Chains in Chinese Automotive” and emphasizing ADAS/AD, intelligent cockpit, automotive software and artificial intelligence, powertrain and charging, thermal management, intelligent chassis, body and interior/exterior trim, automotive-grade chips, new materials, intelligent manufacturing & smart logistics ten sub-sectors. The Golden Award is dedicated to discovering and selecting outstanding enterprises and advanced technological solutions, showcasing these excellent companies and industry leaders to promote the sustainable development and progress of the Chinese automotive industry.
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Cover image source: Shetu Network
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