Rankings of ADAS component suppliers in China (Jan. - May 2026): Chin’s local suppliers gain momentum | Gasgoo Automotive Research Institute

According to data compiled by the Gasgoo Automotive Research Institute, China's passenger vehicle ADAS component market continued to grow rapidly from January to May 2026, with installation volumes steadily increasing across key segments and competitive landscapes undergoing further shifts. In areas such as air suspension, LiDAR, HD maps, and highprecision positioning, China's local suppliers have established clear dominance, with leading players further strengthening their market positions. Meanwhile, in segments including driving ADAS, forward-facing cameras, and APA solution, global suppliers remain influential, but China's local suppliers and OEM-developed solutions are gaining ground rapidly, with more local players entering the top rankings. Top air suspension system suppliers KH Automotive Technologies: 219,660 sets installed, 35.2% market share Tuopu Group: 188,869 sets installed, 30.3% market share Baolong Automotive: 157,818 sets installed, 25.3% market share Vibracoustic: 22,325 sets installed, 3.6% market share AUMOVIO: 18,490 sets installed, 3.0% market share Others: 16,640 sets installed, 2.6% market share In January–May 2026, China's air suspension system market expanded rapidly, with local suppliers entering a phase of accelerated growth. KH Automotive Technologies, Tuopu Group, and Baolong Automotive together accounted for 90.8% of the market, highlighting the strong dominance of local players. Specifically, KH Automotive Technologies ranked first with 219,660 sets installed (35.2% share). Its growth was mainly driven by increased production of popular models from Leapmotor and Zeekr, while its advantages in air spring control technologies and customer coverage further strengthened its market position. Tuopu Group and Baolong Automotive ranked second and third with 188,869 sets (30.3%) and 157,818 sets (25.3%), respectively. Tuopu's growth was primarily supported by higher volumes of key customer models from Xiaomi EV and AITO, while Baolong benefited from rising deliveries of NIO models, with new vehicles such as the XPENG G7 and NIO ES9 expected to further boost installation volumes. Top LiDAR suppliers Hesai Technology: 595,373 units installed, 34.2% market share Huawei Technologies: 533,509 units installed, 30.6% market share Seyond: 259,747 units installed, 14.9% market share RoboSense: 247,570 units installed, 14.2% market share Others: 107,042 units installed, 6.1% market share In January–May 2026, China's LiDAR market maintained strong growth, forming a competitive landscape characterized by two leading players and a steadily advancing second tier. Hesai Technology ranked first with 595,373 units installed (34.2% share), driven primarily by the growth of main LiDAR installations. Benefiting from increased deliveries of models from customers such as Li Auto and Xiaomi EV, Hesai has remained among the industry leaders. Its products have become a key choice for multiple automakers' high-level intelligent driving solutions, thanks to advantages in sensing accuracy, cost efficiency, and vehicle-grade reliability. Top driving-dedicated ADAS suppliers Bosch: 545,945 sets installed, 10.4% market share DENSO: 495,412 sets installed, 9.4% market share BYD: 478,120 sets installed, 9.1% market share ZF: 382,442 sets installed, 7.3% market share Freetech: 302,955 sets installed, 5.8% market share Huawei Technologies: 276,736 sets installed, 5.3% market share Valeo: 238,733 sets installed, 4.5% market share HiRain Technologies: 206,528 sets installed, 3.9% market share Momenta: 192,779 sets installed, 3.7% market share Tesla: 186,700 sets installed, 3.5% market share China's driving-dedicated ADAS market maintained a competitive landscape characterized by global suppliers holding the lead while China's local players continued to gain ground. Bosch ranked first with 545,945 sets installed (10.4%share), maintaining its leading position. DENSO followed with 495,412 sets installed and a 9.4% market share, while BYD ranked third with 478,120 sets installed (9.1% share), highlighting the strength of its vertically integrated approach. ZF, Freetech, Huawei Technologies, and Valeo ranked fourth through seventh, with market shares ranging from 7.3% to 4.5% and relatively close competition. Among them, China's local Tier 1 suppliers such as Freetech and Huawei Technologies have gradually entered the mainstream market, reflecting the rising competitiveness of local ADAS solutions. HiRain Technologies, Momenta, and Tesla ranked eighth through tenth with shares of 3.9%, 3.7%, and 3.5%, respectively, forming the third tier of the market. Top forward-facing camera suppliers Bosch: 549,422 sets installed, 10.4% market share Sunny Smartlead: 524,876 sets installed, 10.0% market share DENSO: 493,271 sets installed, 9.4% market share ZF: 386,782 sets installed, 9.0% market share BYD Semiconductor: 275,112 sets installed, 5.2% market share Freetech: 259,257 sets installed, 4.9% market share Ofilm Automotive: 254,290 sets installed, 4.8% market share Baolong Automotive: 236,264 sets installed, 4.5% market share Valeo: 233,628 sets installed, 4.4% market share HiRain Technologies: 206,525 sets installed, 3.9% market share From January to May 2026, China's passenger vehicle forward-facing camera market was characterized by the rising presence of local suppliers, which are gradually becoming a major market force. Bosch ranked first with 549,422 sets installed and a 10.4% market share. Sunny Smartlead followed closely with 524,876 sets installed and a 10.0% share, narrowing the gap with the market leader to just 0.4 percentage points and demonstrating the strong momentum of China's local suppliers. DENSO ranked third with 493,271 sets installed (9.4% share), maintaining its competitiveness as a traditional global supplier. ZF, BYD Semiconductor, Freetech, Ofilm Automotive, Baolong Automotive, Valeo, and HiRain Technologies ranked fourth through tenth, with market shares ranging from 9.0% to 3.9%. Among them, domestic suppliers including BYD Semiconductor (5.2%), Freetech (4.9%), Ofilm Automotive (4.8%), and Baolong Automotive (4.5%) formed a closely competitive mid-tier group, collectively accounting for nearly 20% of the market and emerging as an increasingly influential force in the forward-facing camera segment. Top APA solution suppliers BYD: 477,675 sets installed, 15.7% market share Bosch: 416,738 sets installed, 13.7% market share Huawei Technologies: 276,736 sets installed, 9.1% market share Momenta: 187,200 sets installed, 6.2% market share Leapmotor: 184,637 sets installed, 6.1% market share Li Auto: 160,158 sets installed, 5.3% market share Valeo: 157,919 sets installed, 5.2% market share NIO: 154,124 sets installed, 5.1% market share Xiaomi EV: 151,234 sets installed, 5.0% market share Changan Auto: 123,547 sets installed, 4.1% market share In January–May 2026, China's APA solution market was characterized by rising market shares of domestic suppliers and the rapid expansion of OEM in-house development. BYD ranked first with 477,675 sets installed and a 15.7% market share, followed by Bosch with 416,738 sets installed and a 13.7% share. Huawei Technologies ranked third with 276,736 sets installed and a 9.1% market share, highlighting its strong competitiveness in intelligent driving through integrated hardware and software capabilities. Momenta, Leapmotor, Li Auto, Valeo, NIO, Xiaomi EV, and Changan Auto ranked fourth through tenth, with market shares ranging from 4.0% to 6.2%. Among them, Leapmotor significantly increased its installation volume driven by the strong sales performance of models such as the Leapmotor A10 and Leapmotor D19, rising to fifth place in the rankings. Top HD map suppliers AutoNavi: 445,619 sets installed, 43.5% market share Tencent: 153,515 sets installed, 15.0% market share Langge Technology: 153,387 sets installed, 15.0% market share NavInfo: 75,779 sets installed, 7.4% market share Others: 197,057 sets installed, 15.6% market share In January–May 2026, China's passenger vehicle high-definition map market featured a competitive landscape of AutoNavi leading the market, Tencent and Langge Technology competing closely for second place, and further concentration among top players. AutoNavi maintained its dominant position with 445,619 sets installed (43.5% share). Leveraging its advantages in data update capabilities, OEM adaptation ecosystem, and large-scale deployment experience, AutoNavi continued to secure a leading position in high-end intelligent driving and advanced vehicle applications. Tencent and Langge Technology ranked second and third with identical 15.0% market shares, with only 128 sets separating their installation volumes, highlighting increasingly intense competition between the two suppliers. NavInfo ranked fourth with 75,779 sets installed and a 7.4% market share. The four major map providers collectively accounted for 81.4% of the market, keeping industry concentration at a high level. Meanwhile, the combined share of other suppliers declined further to 15.6% from 18.4% in January–April, indicating that resources and market opportunities are increasingly consolidating toward leading players. Top Suppliers of high precision positioning system ASENSING: 769,554 sets installed, 35.3% market share Huawei Technologies: 276,476 sets installed, 12.7% market share GEESPACE: 143,269 sets installed, 6.6% market share MCT: 138,876 sets installed, 6.4% market share XPENG: 94,576 sets installed, 4.3% market share Others: 669,365 sets installed, 34.7% market share China's high precision positioning market presented a competitive landscape characterized by one dominant player for the Jan. - May period, multiple strong contenders, and a significant long tail. ASENSING ranked first with 769,554 sets installed (35.3% share), further strengthening its leading position in the industry. Huawei Technologies ranked second with 276,476 sets installed (12.7% share). GEESPACE and MCT ranked third and fourth with market shares of 6.6% and 6.4%, respectively. The installation volume gap between the two suppliers was less than 5,000 sets, reflecting intense competition within the second tier.