Gasgoo Automotive Research Institute published installation figures for China’s passenger car advanced driver assistance supply chain covering January to September 2026, and the numbers show three very different competitive structures inside one industry.
Lidar: four suppliers, 95.9 per cent
Hesai led with 1,276,913 units and a 33.5 per cent share. Huawei Technology followed with 1,226,858 units and 32.2 per cent. The two are separated by 50,055 units and hold 65.7 per cent of the market between them.
RoboSense installed 575,250 units and Innovusion 575,161, both at 15.1 per cent, effectively tied. All other suppliers combined accounted for 161,675 units, or 4.2 per cent.
Chinese suppliers hold the top four positions outright. There is no international tier one in this table.
Driving ADAS: the carmaker as supplier
BYD ranked first with 1,084,825 units and 10.7 per cent, about 1.8 percentage points ahead of Bosch and Denso.
Bosch installed 906,936 units for 8.9 per cent and Denso 904,399 for 8.9 per cent, with the two effectively level. ZF followed at 625,182 units and 6.1 per cent, Freetech at 599,371 and 5.9 per cent, Huawei at 564,316 and 5.5 per cent, Valeo at 425,703 and 4.2 per cent, Momenta at 407,428 and 4.0 per cent, Tesla at 380,873 and 3.7 per cent, and Jingwei Hirain at 337,890 and 3.3 per cent.
Four international tier one suppliers remain in the top ten, alongside local suppliers and a carmaker that builds its own.
Forward cameras: nobody owns it
Sunny Smartlead installed 1,071,779 units for 10.5 per cent, the only supplier above 11 per cent in a field of ten. Bosch reached 930,727 units and 9.1 per cent, Denso 895,946 and 8.8 per cent, ZF 636,032 and 6.2 per cent.
BYD Semiconductor installed 541,811 units for 5.3 per cent, OFILM 505,820 for 5.0 per cent, Freetech 484,907 for 4.8 per cent, Hzvision 464,923 for 4.6 per cent, Desay SV 423,428 for 4.2 per cent and Valeo 418,611 for 4.1 per cent. The top three hold 28.4 per cent, well short of a monopoly.
Automated parking and air suspension
In automated parking, BYD led with 1,063,864 units and 17.2 per cent, 5.6 points clear of Bosch at 716,039 and 11.6 per cent. Huawei followed at 564,316 and 9.1 per cent. Five of the top ten are carmakers: BYD, Leapmotor, Nio, Li Auto and Xiaomi.
Air suspension is the most concentrated category of all. Konghui installed 415,890 units for 32.1 per cent, Baolong 410,217 for 31.7 per cent and Tuopu 335,777 for 25.9 per cent, a top three total of 89.7 per cent. Vibracoustic held 3.2 per cent and Gold 1.8 per cent.
Read together, the tables describe a market where the components that determine whether a feature functions have consolidated into two or three Chinese suppliers, while the components that can be sourced broadly remain fragmented. For European suppliers, the viable positions are in the fragmented categories, or in the certified software layer that sits above both.
Editor’s note: This is an adapted translation of the original Gasgoo report. It has been trimmed and restructured for readability for an international business audience. The full original (in Chinese) is at https://auto.gasgoo.com/news/202611/6I70477202C103.shtml.