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According to the “ADAS Supplier Installation Rankings from January to April 2025” released by GaiShi Automotive Research Institute, the competition in the core components market of ADAS in the first four months of 2025 shows a clear dual characteristic of “concentration of leading players” and “local rise”.
Significant head effect: In the LiDAR market, Hesai Technology (30.5%), Huawei (30.3%), and Suoteng Juchuang (29.0%) together occupy nearly 90% of the market share; the air suspension market is dominated by domestic manufacturers Konghui Technology (37.5%), Baolong Technology (27.5%), and Top Group (24.3%), with a combined share exceeding 89%; the leading high-precision positioning system company, Daoyuan Technology, has a market share of 50.5%.
At the same time, the localization trend is strong: not only do the aforementioned Hesai, Huawei, and Konghui lead in their respective fields, but BYD also holds a core position in driving ADAS (9.7%) and APA (14%), while Gaode occupies a significant share in high-precision maps (55.9%), showcasing strong competitiveness and breaking the traditional monopoly of foreign capital. Accelerated technological iteration, cost optimization pressure, and deep collaboration with automakers will become the core driving forces for future pattern evolution.
LiDAR Supplier Installation Rankings
Hesai Technology: Installation volume 148,507 units, market share 30.5%.
Huawei Technology: Installation volume 147,849 units, market share 30.3%.
Suoteng Juchuang: Installation volume 141,157 units, market share 29.0%.
Tudatong: Installation volume 49,648 units, market share 10.2%.
Others: Installation volume 41 units, market share 0.01%.
In the LiDAR market, the head effect is significant. Hesai, Huawei, and Suoteng Juchuang occupy over 89% of the market share, with technological and collaborative advantages helping them lead and drive industry technological iteration; Tudatong has a certain market presence, while “others” account for a very low proportion, indicating high industry concentration, with competition mainly occurring among the leading players. Future competition may revolve around technological optimization, cost control, and deepening collaboration with automakers, accelerating market pattern solidification or change.
Air Suspension Supplier Installation Rankings
Konghui Technology: Installation volume 86,021 sets, market share 37.5%.
Baolong Technology: Installation volume 63,019 sets, market share 27.5%.
Top Group: Installation volume 55,590 sets, market share 24.3%.
Weback: Installation volume 13,840 sets, market share 6.0%.
Continental: Installation volume 10,339 sets, market share 4.5%.
Others: Installation volume 295 sets, market share 0.1%.
In the air suspension market, domestic manufacturers perform impressively. Konghui, Baolong, and Top Group together account for over 89% of the market share, breaking the foreign monopoly, with technological breakthroughs and local adaptation advantages aiding their rise; Weback and Continental still hold a certain share but are being squeezed. The “others” category has a negligible share, indicating high industry concentration, with the dominance of domestic manufacturers beginning to emerge. Future trends may continue to strengthen local competition, driving technological iteration and cost optimization, while foreign capital needs to accelerate local adaptation.
Forward Camera Supplier Installation Rankings
Bosch: Installation volume 694,428 sets, market share 16.4%.
Denso: Installation volume 383,620 sets, market share 9.1%.
BYD Semiconductor: Installation volume 323,016 sets, market share 7.6%.
ZF: Installation volume 319,809 sets, market share 7.6%.
Furukawa: Installation volume 304,953 sets, market share 7.2%.
Sunway: Installation volume 273,268 sets, market share 6.5%.
Vineer: Installation volume 227,168 sets, market share 5.4%.
Valeo: Installation volume 174,764 sets, market share 4.1%.
Tesla: Installation volume 164,550 sets, market share 3.9%.
Ambarella: Installation volume 164,846 sets, market share 3.9%.
In the forward camera market, Bosch leads with a 16.4% share, consolidating its position through technological and supporting advantages. Foreign companies like Denso still hold shares, but domestic manufacturers such as BYD Semiconductor and Furukawa are rising, with BYD Semiconductor and ZF both at 7.6%, indicating domestic advancements in technology, cost, and local adaptation, accelerating import substitution. The competition among the top ten manufacturers is fierce, with the market showing a pattern of “leading foreign capital + domestic breakthroughs”. In the future, domestic players are expected to further increase their share through localization and collaboration with new energy vehicle companies, reshaping the industry landscape.
Driving ADAS Supplier Installation Rankings
Bosch: Installation volume 700,439 sets, market share 16.6%.
BYD: Installation volume 410,465 sets, market share 9.7%.
Denso: Installation volume 380,203 sets, market share 9.0%.
ZF: Installation volume 306,834 sets, market share 7.3%.
Furukawa: Installation volume 305,739 sets, market share 7.2%.
Vineer: Installation volume 197,615 sets, market share 4.7%.
Valeo: Installation volume 182,297 sets, market share 4.3%.
Tesla: Installation volume 164,550 sets, market share 3.9%.
Ambarella: Installation volume 154,547 sets, market share 3.7%.
Huawei: Installation volume 154,359 sets, market share 3.7%.
In the driving ADAS market, Bosch leads with a 16.6% share, maintaining its advantage through technological accumulation and a wide range of compatible models. BYD demonstrates vertical integration capabilities with a 9.7% share, while Denso’s market share remains stable at 9%. Domestic suppliers like Furukawa are rising, with ZF and Furukawa both exceeding 7%, reflecting breakthroughs in cost-effectiveness and responsiveness to local demand. Tesla and Huawei leverage their intelligent features, each holding 3.9% and 3.7% respectively. Overall, the market shows a pattern of “foreign capital leading + domestic technology companies making diverse breakthroughs”, with the mainstream forward integration solution driving technological iteration (such as integrated perception), cost control, and deep collaboration with automakers, which will drive share redistribution, with domestic substitution and new players crossing over likely to continue reshaping the industry ecosystem.
Automatic Parking APA Solution Installation Rankings
Bosch: Installation volume 313,749 sets, market share 15.7%.
BYD: Installation volume 279,800 sets, market share 14%.
Valeo: Installation volume 255,444 sets, market share 12.8%.
Huawei: Installation volume 154,359 sets, market share 7.7%.
Li Auto: Installation volume 127,909 sets, market share 6.4%.
Xpeng: Installation volume 119,886 sets, market share 6%.
Tongzhi Electronics: Installation volume 107,748 sets, market share 5.4%.
Xiaomi: Installation volume 104,552 sets, market share 5.2%.
Leap Motor: Installation volume 72,153 sets, market share 3.6%.
MoMent: Installation volume 63,705 sets, market share 3.2%.
In the automatic parking APA solution market, Bosch and Valeo still lead, but domestic manufacturers such as BYD (14%), Huawei (7.7%), and Li Auto (6.4%) are rapidly rising, collectively driving the increase in domestic market share, reflecting the trend of “accelerated domestic substitution and diversified technological routes”. The top ten manufacturers cover traditional Tier 1, independent vehicle manufacturers, and technology companies, with clear competition stratification. In the future, local innovations (such as algorithm optimization and cost control) and deepening collaboration with automakers will help domestic manufacturers further squeeze foreign capital’s space and reshape the market pattern.
High-Precision Map Supplier Installation Rankings
Gaode: Installation volume 312,147 sets, market share 55.9%.
Langge Technology: Installation volume 52,714 sets, market share 9.4%.
Tencent: Installation volume 48,054 sets, market share 8.6%.
Four-Dimensional Map: Installation volume 46,367 sets, market share 8.3%.
Others: Installation volume 98,636 sets, market share 17.7%.
In the high-precision map market, Gaode leads with over half (55.9%) of the market share, consolidating its position through long-term data accumulation and ecological cooperation advantages. Langge Technology (9.4%), Tencent (8.6%), and Four-Dimensional Map (8.3%) follow closely, each showcasing their technological characteristics. The “others” category accounts for 17.7%.
High-Precision Positioning System Supplier Installation Rankings
Daoyuan Technology: Installation volume 488,729 sets, market share 50.5%.
Huawei: Installation volume 154,146 sets, market share 15.9%.
Huace Navigation: Installation volume 104,736 sets, market share 10.8%.
Xpeng: Installation volume 56,924 sets, market share 5.9%.
Qianxun Positioning: Installation volume 13,638 sets, market share 1.4%.
Others: Installation volume 150,138 sets, market share 15.5%.
In the high-precision positioning system market, Daoyuan Technology leads with a market share of 50.5%, dominating the market with its accumulated fusion positioning technology and first-mover advantage; Huawei (15.9%) and Huace Navigation (10.8%) follow closely; Xpeng (5.9%), as a vehicle manufacturer, reflects the trend of vertical integration among automakers. The “others” category accounts for 15.5%, including niche solution providers. Currently, the integration of fusion positioning solutions is accelerating, with the market showing a pattern of “concentration of leading players + participation of diverse players”. In the future, technological iteration and deep collaboration with automakers will determine the direction of market share, with leading players consolidating barriers and new forces breaking through through scenario customization.
Data source: GaiShi Automotive Research Institute ADAS Configuration Database
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About GaiShi Automotive Research Institute
1. GaiShi Automotive Research Institute is committed to becoming a leading industry think tank;
2. It possesses core data resources centered on supply chain information, vehicle and parts production and sales;
3. It focuses on development trends and applications in fields such as new energy, intelligent connected vehicles, new materials, and intelligent manufacturing;
4. It leverages the company’s platform advantages for in-depth analysis and research of the automotive industry chain;
5. It outputs research results and data resources to support users in making business decisions.
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