Recently, the Gaishi Automotive Research Institute released the ADAS supplier installation rankings for January to March 2025. The list comprehensively reveals the latest competitive landscape in the field of ADAS technology, with domestic manufacturers rising strongly in core areas such as LiDAR, air suspension, and high-precision maps, breaking the monopoly of international giants; technology integration has become mainstream, from the computing power competition between front-view cameras and domain control chips, to multi-source perception fusion in high-precision positioning systems, and the scenario-based implementation of driving ADAS and automatic parking solutions, the industry chain is accelerating the construction of an “intelligent foundation of hardware embedding + software iteration.” Market concentration and differentiation coexist, with leading manufacturers consolidating their advantages through technological barriers and scale effects, while small and medium players focus on niche markets to seek breakthroughs, collectively pushing the Chinese automotive industry into the deep waters of intelligence.
LiDAR Supplier Installation Rankings
Domestic manufacturers rise strongly, reshaping the market landscape
With the rapid development of fields such as robotics and smart cities, LiDAR, as the core hardware of the perception layer, is experiencing a demand explosion. The market share of leading manufacturers is further concentrated, with technological iteration and cost optimization becoming the core drivers of market expansion. According to the data analysis, Hesai Technology ranks first with an installation volume of 104,687 units, followed closely by Huawei Technology with 101,604 units, and Suton Juchuang with 96,128 units, with the top three manufacturers collectively occupying 91.4% of the market share. Meanwhile, the survival space for tail-end manufacturers is compressed, with the “others” category having only 28 units installed.
Air Suspension Supplier Installation Rankings
Leading manufacturers are in the lead, with strong market growth momentum
According to the latest data, the installation rankings for domestic passenger car air suspension suppliers for January to March 2025 show that domestic manufacturers represented by Konghui Technology, Baolong Technology, and Top Group have risen strongly, not only taking the top three spots but also accounting for over 90% of the market share. This data reflects breakthroughs in the high-end technology field of China’s automotive parts industry and the profound changes occurring in the air suspension market.
From the specific data, Konghui Technology maintains the top position with a market share of 35.4% and an installation volume of 57,322 units; Baolong Technology follows closely with a market share of 31.9% and an installation volume of 51,693 units; Top Group ranks third with a market share of 22.7% and an installation volume of 36,751 units. In contrast, the market shares of traditional international giants Wabco (5.2%) and Continental (4.7%) have been compressed to single digits, with other manufacturers collectively accounting for only 0.1%.
High-Precision Map Supplier Installation Rankings
Gaode leads, with the market showing a pattern of “one strong and many strong”
High-precision maps, as the “digital foundation” for perception and decision-making, are becoming a core resource for automotive companies in the competition for intelligence. According to the data analysis, Gaode Map continues to lead with over 40% market share. From the specific data, Gaode stands out, with its market share exceeding three times that of the combined second to fourth places, and its installation volume is 5.9 times that of the second place, Four-Dimensional Map, showing a significant “Matthew effect” in the industry.
Front-View Camera Supplier Installation Rankings
Bosch remains at the top, with domestic manufacturers accelerating their rise
The front-view camera, as a core sensor of ADAS, is experiencing a dual cycle of demand explosion and technological iteration. According to the data analysis, Bosch continues to lead with an installation volume of 538,795 units and a market share of 17.2%, nearly double that of the second place, Denso. Furitek ranks fourth with an installation volume of 239,038 units and a market share of 7.6%, while BYD Semiconductor ranks fifth with 220,630 units and a market share of 7.1%. Sunny Optical ranks sixth with 199,023 units and a market share of 6.4%, with domestic manufacturers’ share exceeding 20%, forming a competitive landscape of “foreign capital dominance, local chasing”.
Driving ADAS Supplier Installation Rankings
Front-view integrated machines dominate the market, with local manufacturers accelerating breakthroughs
As assisted driving technology is widely adopted at the L2 level, driving ADAS has become a standard feature in new cars. According to the data analysis, Bosch’s advantage is solid, with its market share nearly double that of the second place, Denso, and an installation volume exceeding 540,000 units. BYD, Furitek, and Huawei collectively account for 19.6%, mainly benefiting from the explosive orders from domestic brand car companies and the advantages of localized services.
The front-view integrated machine solution, with its balance of cost and performance, will remain the mainstream in the driving ADAS market in the short term, but in the long run, domain control solutions will be the mainstream choice for the future ADAS market. For manufacturers, finding a balance in technology route selection, cost control, and global layout will be the key to victory.
ADAS Domain Control Supplier Installation Rankings
Collaborative customization dominates the market, with Desay SV leading
ADAS domain controllers have become the core carrier for automotive companies to achieve differentiated competition. According to the data analysis, Desay SV maintains the top position with a market share of 27.8%, while manufacturers like BYD and Huawei are rapidly rising through collaborative customization models, with the market showing a pattern of “one strong and many strong.” Specifically, Desay SV’s advantage is significant: its market share is 1.5 times that of the second place, BYD, with an installation volume exceeding 240,000 units, covering more than 30 models from leading car companies such as Li Xiang, Xiaopeng, and Chery.
Automatic Parking APA Solution Installation Rankings
Domestic manufacturers’ market share exceeds 40%, ushering in an era of technological accessibility
As ADAS functions accelerate their penetration into mid- to low-end models, automatic parking assistance systems (APA) have become an important benchmark for intelligent configurations in new cars. According to the data analysis, domestic solution providers have achieved a market share of 43.5%, with manufacturers like BYD, Huawei, and Li Xiang achieving breakthroughs through technological accessibility and localized innovation. Bosch and Valeo stand as dual leaders, collectively accounting for 31%; domestic manufacturers have collectively broken through: BYD, Huawei, Li Xiang, Xiaopeng, and eight other manufacturers collectively account for 43.5%, mainly benefiting from explosive orders from domestic brand car companies and the advantages of localized services.
ADAS Domain Control Chip Installation Rankings
NVIDIA leads, with diverse technology routes accelerating the transformation of assisted driving
ADAS domain control chips have become the core hardware determining the level of vehicle intelligence. According to the data analysis, NVIDIA maintains the top position with a market share of 51.8%, while manufacturers like Tesla, Huawei, and Horizon are rapidly rising through differentiated technology routes, with the market showing a pattern of “one strong and many strong, with diverse coexistence.”
NVIDIA’s dual flagship products lead: Orin – X and Orin – N collectively account for 51.8%, with an installation volume exceeding 650,000 units. Tesla’s self-developed FSD chip has an installation volume exceeding 270,000 units, all used for Model 3/Y/S/X vehicles. Huawei and Horizon collectively account for over 10%, mainly benefiting from explosive orders from domestic brand car companies and the advantages of localized services.
High-Precision Positioning System Supplier Installation Rankings
Daoyuan Technology leads, with integrated positioning solutions accelerating adoption
High-precision positioning systems have become the core module for vehicles to achieve precise perception and decision-making. According to the data analysis, Daoyuan Technology maintains the top position with a market share of 45.1%, while manufacturers like Huawei and Huace Navigation are rapidly rising through integrated positioning solutions, with the market showing a pattern of “one strong and many strong, with technology integration.”
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