In May, the automotive ADAS supply market showed the characteristics of high concentration and the rise of local manufacturers.
Gasso Automotive Research InstituteADAS supplier installed capacity ranking from January to May 2025It shows that in the field of lidar, Huawei, Hesai Technology, and Suteng Juchuang together occupy a market share of up to 91%, and the “Matthew effect” continues to be highlighted. The air suspension market is dominated by three local manufacturers, Kong Hui Technology, Tuopu Group and Baolong Technology, with a total share of 88.4%, showing the strong momentum of domestic substitution. At the same time, in the field of driving ADAS, front-view cameras and even automatic parking, independent forces represented by BYD, Huawei, Foretech, etc. are accelerating their penetration, challenging the traditional advantages of international giants such as Bosch and Denso, indicating that technical barriers and localized services will become the key to future competition.
The following is the detailed data:
LiDAR supplier installed capacity ranking
HuaweiTechnology, installed capacity of 259706 from January to May, with a market share of 35.6%.
Hesai Technology, with an installed capacity of 215865 from January to May, with a market share of 29.6%.
Suteng Juchuang, with an installed capacity of 187849 from January to May, with a market share of 25.8%.
Tudatong, with an installed capacity of 66,481 units from January to May, with a market share of 9.1%.
Others, the installed capacity from January to May was 50, with a market share of 0.01%.
In the lidar market, the market share is highly concentrated. Among them, Huawei Technology dominates with a market share of 35.6%, with an installed capacity of up to 259706, fully demonstrating its advantages in technology and supply chain. Hesai Technology and Suteng Juchuang formed a stable second echelon with a market share of 29.6% (installed capacity 215865) and 25.8% (installed capacity 187849) respectively. Tudatong ranked fourth with a market share of 9.1% (installed capacity of 66,481 pieces), forming the third echelon. It is worth noting that the top three on the list collectively occupy nearly 91% of the market share, with obvious Matthew effect and high barriers to entry in the industry.
Air suspension suppliers ranked by installed capacity
Kong Hui Technology, with an installed capacity of 125954 sets from January to May, with a market share of 37.7%.
Tuopu Group, with an installed capacity of 90,257 units from January to May, with a market share of 27.0%.
Baolong Technology, with an installed capacity of 79,068 units from January to May, with a market share of 23.7%.
Weybak, with an installed capacity of 28,021 sets from January to May, with a market share of 8.4%.
continent, from January to May, the installed capacity was 10,487 sets, with a market share of 3.1%.
Others, the installed capacity from January to May was 347 sets, with a market share of 0.1%.
In the air suspension market, local independent manufacturers have risen strongly. The three independent manufacturers of Konghui Technology, Tuopu Group and Baolong Technology together occupy 88.4% of the market share, dominating the industry pattern and reflecting their competitive advantages in technology, cost and localized services. Foreign brands include Weibak and Mainland, which together account for only 11.6% of the share, indicating that the rise of independent manufacturers is reshaping the market discourse, and is expected to further expand its influence in the future and promote industry innovation and domestic subsistence.
Ranking of installed capacity of driving ADAS suppliers
Bosch, with an installed capacity of 878558 sets from January to May, with a market share of 15.8%.
BYD, with 585803 sets installed from January to May, has a market share of 10.6%.
Denso, with an installed capacity of 491687 sets from January to May, with a market share of 8.9%.
ZF, with an installed capacity of 397,780 units from January to May, with a market share of 7.2%.
Fretek, with an installed capacity of 382849 sets from January to May, with a market share of 6.9%.
Vininger, with an installed capacity of 248596 sets from January to May, with a market share of 4.5%.
Valeo, with an installed capacity of 228,820 units from January to May, with a market share of 4.1%.
Huawei, with 216281 sets installed from January to May, with a market share of 3.9%.
Tesla, with 203541 sets installed from January to May, with a market share of 3.7%.
Aptiv, installed 199563 sets from January to May, with a market share of 3.6%.
The driving ADAS market presents a dual pattern of foreign dominance and accelerated penetration by independent brands. In terms of market share, Bosch ranked first with a 15.8% share (879,000 units), and BYD, as the only self-developed brand among the top three car companies in the industry, verified the vertical integration capabilities of OEMs with a 10.6% share (586,000 units). At the same time, independent technology vendors such as Huawei (3.9%) and Fretech (6.9%) are also continuing to make efforts to expand their market share. From the perspective of industry concentration, the share of the top five suppliers on the list totaled 49.4%, which reflects the characteristics of high technical barriers and significant scale effects in this field. However, it is worth noting that the total share of the top ten suppliers on the list only covers 68.4%, which means that small and medium-sized manufacturers still have opportunities to break through. Of course, if you want to achieve a breakthrough, you need to break through the two bottlenecks of algorithm iteration and automotive-grade reliability.
Front-view camera supplier installed capacity ranking
Bosch, with 874488 sets installed from January to May, has a market share of 16%.
Denso, with 498032 sets installed from January to May, with a market share of 9.1%.
BYD Semiconductor, with 434931 sets installed from January to May, with a market share of 7.9%.
ZF, with 396725 units installed from January to May, with a market share of 7.2%.
Fretech, with an installed capacity of 387251 sets from January to May, with a market share of 7.1%.
Sunny Zhiling, with an installed capacity of 355819 sets from January to May, with a market share of 6.5%.
Vininger, with an installed capacity of 283181 sets from January to May, with a market share of 5.2%.
Baolong Technology, with an installed capacity of 229469 sets from January to May, with a market share of 4.2%.
Valeo, with 219756 units installed from January to May, with a market share of 4.0%.
Tesla, with 203541 sets installed from January to May, with a market share of 3.7%.
In the front-view camera market, there is a pattern of international giants and domestic manufacturers competing with each other. Among them, Bosch topped the list with a market share of 16%, while Denso ranked second with a share of 9.1%, contributing a total of 25.1% of the market share, highlighting the leading edge of international giants in this field. At the same time, the performance of domestic manufacturers is very impressive, with domestic suppliers such as BYD Semiconductor (7.9%), Foretech (7.1%) and Sunny Zhiling (6.5%) occupying the middle of the list. In addition, from the perspective of overall market concentration, the total share of the top ten suppliers is about 70.9%, which has been concentrated to a certain extent, but it has not yet formed an absolute pattern, which still leaves room for new players to cut in.
Ranking of commercial installed capacity of automatic parking APA solutions
BYD, with 497282 sets installed from January to May, with a market share of 17.9%.
Bosch, with 397257 units installed from January to May, with a market share of 14.3%.
Valeo, installed 325489 sets from January to May, with a market share of 11.7%.
Huawei, with 216281 units installed from January to May, with a market share of 7.8%.
Ideal, with 172443 sets installed from January to May, with a market share of 6.2%.
Xpeng, with 146378 sets installed from January to May, with a market share of 5.3%.
Tongzhi Electronics, with an installed capacity of 136165 sets from January to May, with a market share of 4.9%.
Xiaomi, with 132611 sets installed from January to May, with a market share of 4.8%.
Momen Tower, with an installed capacity of 95,189 units from January to May, with a market share of 3.4%.
Leapmotor, with an installed capacity of 93,820 units from January to May, with a market share of 3.4%.
In the automatic parking APA market, BYD led the market with a market share of 17.9%, with an installed capacity of 497282 sets, and domestic suppliers collectively performed well, occupying 7 seats in the top 10 (BYD, Huawei, Ideal, Xpeng, Tongzhi Electronics, Xiaomi, Leapmotor), with a total share of more than 50%, reflecting the accelerated breakthrough of domestic suppliers in technology research and development and industrial chain integration. However, international suppliers still account for a significant share (Bosch and Valeo 26% combined), and the future market pattern may continue to evolve due to technological upgrades, and domestic manufacturers need to consolidate cost advantages and localized services to maintain growth momentum.
Ranking of installed capacity of high-precision map suppliers
AutoNavi, with 414962 sets installed from January to May, with a market share of 55.5%.
Langge Technology, with an installed capacity of 80,103 sets from January to May, with a market share of 10.7%.
Tencent, with an installed capacity of 66,986 units from January to May, with a market share of 9.0%.
NavInfo, with an installed capacity of 58,029 units from January to May, with a market share of 7.8%.
In addition, the installed capacity from January to May was 128034 sets, with a market share of 17.1%.
In the high-precision map market, the industry concentration is at a high level. Specifically, the top four suppliers have a combined market share of 83%, showing strong market control. Among these four leading companies, AutoNavi is in an absolute leading position with a market share of 55.5%. Langge Technology ranked second with a share of 10.7%, followed by Tencent with a market share of 9.0%, and NavInfo ranked fourth with a share of 7.8%. The remaining vendors combined have a market share of only 17.1%.
Ranking of installed capacity of high-precision positioning system suppliers
Daoyuan Technology, with an installed capacity of 826131 sets from January to May, with a market share of 55.6%.
Huawei, with 216036 sets installed from January to May, with a market share of 14.6%.
CTI Navigation, with an installed capacity of 132848 sets from January to May, with a market share of 8.9%.
Xpeng, with an installed capacity of 73,446 units from January to May, with a market share of 4.9%.
Qianxun location, with an installed capacity of 20,555 sets from January to May, with a market share of 1.4%.
other suppliers, with 215622 sets installed from January to May, with a market share of 14.5%.
The high-precision positioning market also presents a highly concentrated competitive landscape. Daoyuan Technology achieved a fault lead with a market share of 55.6%, Huawei ranked second with a share of 14.6%, CTI Navigation ranked third with a share of 8.9%, and Xiaopeng, a representative of car companies, accounted for 4.9% of the share with its self-research capabilities, and Qianxun ranked fifth, occupying a share of 1.4%. The market share of the top three suppliers on the list reached 79.1%, with a significant head effect, and technical barriers and ecological collaboration are accelerating industry differentiation.
Data source: Gasgoo Automotive Research Institute ADAS configuration database
Click on the image belowYou can sign upGet it for freeConfigure data samples
——Related content recommendation——
(Click on the image to view details)