In 2025, China’s automotive industry is undergoing a pivotal transformation from “electrification” to “intelligence”. From LiDAR, front-view cameras, and driving ADAS, to intelligent driving perception and decision-making systems such as automatic parking APA and high-precision maps, the installation volume data of major ADAS segments collectively outline a clear industrial landscape: the local supply chain is rising strongly, leading enterprises are accelerating concentration, independent and controllable capabilities are continuously improving, while international giants are facing new challenges in technological iteration and ecological competition.
This series of data is not only a direct reflection of market share, but also reflects the strong momentum of China’s automotive industry in the independence of core technologies, the popularization of high-end configurations, and the scenario-based implementation of intelligent assisted driving, providing an important reference coordinate for us to gain insight into the future development of the industry.
Ranking of Air Suspension Suppliers by Installation Volume
- Top Group: 475,941 units installed from January to December 2025, with a market share of 37.4%.
- Konghui Technology: 364,512 units installed from January to December 2025, with a market share of 28.6%.
- Baolong Technology: 291,493 units installed from January to December 2025, with a market share of 22.9%.
- Wibatech: 97,271 units installed from January to December 2025, with a market share of 7.6%.
- Continental: 34,865 units installed from January to December 2025, with a market share of 2.7%.
- Others: 8,246 units installed from January to December 2025, with a market share of 0.6%.
Based on the power battery installation volume data from January to December 2025, the domestic market presents a competitive landscape dominated by two leading players, highly concentrated, with absolute dominance by local enterprises. The combined market share of the top five suppliers reaches as high as 82%, marking a further increase in industry concentration. CATL ranks first steadily with a 41.6% share, with an installation volume of 235,088 MWh. Relying on its advantages in technological iteration, production capacity scale and global supporting capabilities, it remains an industry benchmark. FinDreams Battery follows closely with a 25.6% share and an installation volume of 144,864 MWh. Its vertically integrated model deeply tied to BYD demonstrates strong growth momentum. Local enterprises such as CALB, Guoxuan Hi-Tech and SVOLT Energy follow suit, engaging in differentiated competition with the two giants. Meanwhile, the market share of international giants such as LG Energy Solution has been significantly compressed, highlighting the core competitiveness of the local supply chain in cost control and response speed.
Ranking of LiDAR Suppliers by Installation Volume
1.Huawei Technologies Co., Ltd.: 1,406,294 units installed from January to December 2025, accounting for 41.5% of the market share.
2.Hesai Technology: 1,143,162 units installed from January to December 2025, accounting for 33.8% of the market share.
3.RoboSense: 575,661 units installed from January to December 2025, accounting for 17.0% of the market share.
4.Innovusion: 259,335 units installed from January to December 2025, accounting for 7.7% of the market share.
5.Others: 1,376 units installed from January to December 2025, accounting for 0.04% of the market share.
From January to December 2025, the domestic LiDAR market featured a competitive landscape characterized by high concentration among leading enterprises and dominance by local companies, confirming the industry judgment that “the LiDAR market is growing strongly”. Huawei Technologies secured the top position with a 41.5% market share and 1,406,294 installed units. Its products have become the core choice for advanced intelligent driving solutions of numerous automakers due to their advantages in sensing accuracy, cost control, and automotive-grade reliability. Hesai Technology followed closely with a 33.8% market share.
Ranking of Installed Volume of Automotive ADAS Suppliers
- Bosch: 2,311,647 units installed from January to December 2025, with a market share of 14.5%.
- BYD: 2,002,166 units installed from January to December 2025, with a market share of 12.5%.
- Denso: 1,268,267 units installed from January to December 2025, with a market share of 7.9%.
- ZF: 1,081,025 units installed from January to December 2025, with a market share of 6.8%.
- Freetech: 925,131 units installed from January to December 2025, with a market share of 5.8%.
- Huawei: 854,676 units installed from January to December 2025, with a market share of 5.4%.
- Tesla: 626,989 units installed from January to December 2025, with a market share of 3.9%.
- Valeo: 613,401 units installed from January to December 2025, with a market share of 3.8%.
- Veoneer: 582,434 units installed from January to December 2025, with a market share of 3.6%.
- Aptiv: 536,508 units installed from January to December 2025, with a market share of 3.4%.
According to the ranking data of Tier 1 suppliers for automotive ADAS algorithms from January to December 2025, the domestic market features a competitive landscape where international giants take the lead, local manufacturers are accelerating their catch-up, and the share of domestic brands continues to rise. Bosch ranks first with a 14.5% market share, having installed 2,311,647 units, with its relevant solutions still dominated by forward-looking integrated units. BYD follows closely with a 12.5% share and 2,002,166 installed units. Its Heavenly Eye ADAS solution is deeply adapted to its own vehicle models, demonstrating strong advantages in vertical integration and also confirming the industry judgment that “the share of domestic manufacturers keeps rising”. Local enterprises such as Freetech and Huawei have ranked among the top of the list. Relying on their advantages in algorithm iteration and cost control, they have become core choices for many automakers, engaging in differentiated competition with international giants including Bosch, Denso, and ZF.
Ranking of Installed Volume of Forward Facing Camera Suppliers
- Bosch: 2,067,215 units installed from January to December 2025, accounting for 13.2% of the market share.
- Sunny Intelligent Leadership: 1,447,724 units installed from January to December 2025, accounting for 9.2% of the market share.
- BYD Semiconductor: 1,298,822 units installed from January to December 2025, accounting for 8.3% of the market share.
- DENSO: 1,271,680 units installed from January to December 2025, accounting for 8.1% of the market share.
- ZF: 1,073,345 units installed from January to December 2025, accounting for 6.8% of the market share.
- Bolong Technology: 1,006,027 units installed from January to December 2025, accounting for 6.4% of the market share.
- Futai Tech: 866,497 units installed from January to December 2025, accounting for 5.5% of the market share.
- OFILM Auto: 670,504 units installed from January to December 2025, accounting for 4.3% of the market share.
- Veoneer: 628,260 units installed from January to December 2025, accounting for 4.0% of the market share.
- Tesla: 626,989 units installed from January to December 2025, accounting for 4.0% of the market share.
- Based on the front-view camera installation volume data from January to December 2025, the domestic market presents a competitive landscape where international giants take the lead, local manufacturers accelerate penetration, and the share of domestic brands continues to rise. Bosch firmly ranks first with a 13.2% market share, installing 2,067,215 units. Relying on its profound technological accumulation and global supporting capabilities, it remains an industry benchmark. Local enterprises such as Sunny Intelligent Leadership and BYD Semiconductor follow closely and rank among the top three on the list, demonstrating technological breakthroughs and production capacity advantages in the field of optical perception. Local companies including Baolong Technology, Freetech, and OFILM Auto also hold important positions on the list. With their advantages in cost control, algorithm iteration and scenario adaptation capabilities, they have become core suppliers for many automakers, engaging in differentiated competition with international giants such as Bosch, Denso and ZF. Tesla, on the other hand, continues to drive technological upgrading in the industry with its unique route in visual perception solutions.
- Ranking of Installed Volume of Automatic Parking Assist (APA) Suppliers
- 1.BYD: 1,846,635 units installed from January to December 2025, accounting for 20.8% of the market share.
- 2.Bosch: 1,112,402 units installed from January to December 2025, accounting for 12.5% of the market share.
- 3.Huawei: 854,676 units installed from January to December 2025, accounting for 9.6% of the market share.
- 4.Valeo: 733,703 units installed from January to December 2025, accounting for 8.3% of the market share.
- 5.Momenta: 438,741 units installed from January to December 2025, accounting for 4.9% of the market share.
- 6.Leapmotor: 429,315 units installed from January to December 2025, accounting for 4.8% of the market share.
- 7.Xiaomi: 410,391 units installed from January to December 2025, accounting for 4.6% of the market share.
- 8.Li Auto: 407,986 units installed from January to December 2025, accounting for 4.6% of the market share.
- 9.XPeng: 382,753 units installed from January to December 2025, accounting for 4.3% of the market share.
- 10.NIO: 327,038 units installed from January to December 2025, accounting for 3.7% of the market share.
- From the perspective of the automatic parking APA supplier landscape from January to December 2025, the domestic market presents a distinct pattern dominated by localautomakers, with the market share of domestic manufacturers continuing to rise. BYD ranks first with a 20.8% share, with an installed volume of 1,846,635 units. Its self-developed APA system is deeply adapted to its own models, demonstrating a strong advantage of vertical integration. International giants such as Bosch and Valeo still hold significant market shares by virtue of their profound technological accumulation. The market structure is highly concentrated, with the top three suppliers (BYD, Bosch, Huawei) accounting for a combined market share of over 40%, showing a prominent head effect. Overall, competition in the automatic parking APA market has shifted from mere function realization to a comprehensive contest of scenario coverage, user experience and algorithm iteration. The accelerated rise of local manufacturers is driving new breakthroughs in technological independence and ecosystem construction in the domestic intelligent driving and parking industry.
- Ranking of Installed Volume by High-Definition Map Suppliers
- Amap: 1,329,230 units installed from January to December 2025, accounting for 51.1% of the market share.
- Longge Technology: 351,491 units installed from January to December 2025, accounting for 13.5% of the market share.
- Tencent: 327,038 units installed from January to December 2025, accounting for 12.6% of the market share.
- NavInfo: 152,377 units installed from January to December 2025, accounting for 5.9% of the market share.
- Others: 438,727 units installed from January to December 2025, accounting for 16.9% of the market share.
From January to December 2025, the domestic high-precision map market exhibited a highly concentrated competitive landscape dominated by local enterprises. Amap held the first position firmly with a 51.1% share and an installed volume of 1,329,230 units. Relying on its advantages in data accuracy, update frequency and automotive-grade adaptability, it became the core choice for advanced intelligent driving solutions of numerous automakers, accounting for more than half of the market share. Local enterprises such as Longge Technology, Tencent and NavInfo followed closely, engaging in differentiated competition with Amap. Meanwhile, “other” suppliers collectively accounted for 16.9% of the market share, indicating that there remained certain long-tail potential in the market. In the high-precision map sector, leading enterprises consolidated their advantages through continuous R&D investment, and the overall rise of the local supply chain also provided solid support for the independent and controllable development of the domestic ADAS industry.
Ranking of Installation Volume of High-Precision Positioning Suppliers
1.DaoYuan Technology: 2,708,191 units installed from January to December 2025, accounting for 47.1% of the market share.
2.Huawei: 854,020 units installed from January to December 2025, accounting for 14.9% of the market share.
3.Huace Navigation: 410,736 units installed from January to December 2025, accounting for 7.1% of the market share.
4.XPeng: 279,486 units installed from January to December 2025, accounting for 4.9% of the market share.
5.Haoli Intelligent: 191,143 units installed from January to December 2025, accounting for 3.3% of the market share.
6.Others: 1,306,298 units installed from January to December 2025, accounting for 22.7% of the market share.
Based on the high-precision positioning installation volume data from January to December 2025, DaoYuan Technology ranked first with a market share of 47.1%, with an installation volume of 2,708,191 units, accounting for nearly half of the market share, demonstrating its scale advantage and deep customer coverage in the automotive-grade high-precision positioning sector. Domestic enterprises such as Huawei, Huace Navigation, XPeng and Maoli Intelligent followed, forming differentiated layouts in various segmented scenarios. Meanwhile, “other” suppliers collectively held a 22.7% market share, indicating that the high-precision positioning market still maintains a diversified supply structure, leaving room for development for new entrants and segmented technical routes.
