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Rankings & Market Shares of the Top-20 ADAS Suppliers in Automated Driving

  • Report

  • 150 Pages
  • September 2022
  • Region: Global
  • Auto2x
  • ID: 5780810

ADAS Suppliers will almost double their revenues between 2021 and 2025 to reach €35 Billion due to the increase in sensor content for Level 3 and Level 4 autonomy. This market presents strong opportunities for incumbent suppliers and OEMs but also for new players with expertise in AI, compute, and cloud technologies.

Read the report to learn about the rankings and market shares of 13 major suppliers in ADAS & Automated Driving by revenues, sensors, and applications.

The companies examined include APTIV, Bosch, Continental, Denso, Hella, Hitachi, Hyundai Mobis, Magna, Mobileye, Valeo, Veoneer, Zenuity, ZF, Baidu, Huawei, Microsoft, Qualcomm, Samsung.

The report also provides forecasts by 2025-30 by key sensors and major geographies.

  • Learn about the suppliers’ automated driving technology capabilities with
    • In-depth analysis of their ADAS portfolio of sensors for Sense-Plan-Act: 77/24GHz radar, forward-looking and surround camera, Lidar, ultrasonics in major markets;
    • Assessment of their Lv.1-4 features, by Driving & Parking; and their future roadmap
    • Benchmarks against competitors in sensors and systems
  • Understand their value proposition, differentiation and competitive advantage from the assessment of their strategy and execution including
    • Investments, partnerships, M&A, Joint-Ventures and new facilities to build capacity;
    • Their organizational structure incl. key divisions for ADAS and key stakeholders;
    • Initiatives in Automated Driving: pilots and Policy
  • Assess their market leadership :
    • Rankings by global ADAS revenues 2015-2021 (overall revenues across their product lines)
    • Rankings by ADAS-to-Automotive Revenue up to 2021 to demonstrate that Automated Driving is a growing revenue pool;
    • By Market shares of ADAS Sensors in Europe, USA and China sensors: radar, camera, Lidar, ultrasonics
    • Competitive assessment in terms of Autonomous Driving Readiness to Level 4: Technology, Strategy and Market Position; a forward-looking metric of competitiveness
    • Benchmarking of radars, cameras and lidars across Suppliers

ADAS revenues from Top-11 Suppliers grew with a CAGR of 14% between 2018 and 2021 to €15.45 Billion. Most of this revenue comes from sensors (cameras, radars, lidar, ultrasonics and supercomputers) to support Level 1-2 features.

Revenues from ADAS & Automated Driving will almost double between 2021 and 2025 to reach €35 Billion due to the increase in sensor content.

Level 3 and 4 require enhanced redundancy, new centralized architecture, & driver-facing camera among others. This will drive demand for ADAS sensors, super-computers, AI, HD maps etc. It will also drive further collaboration between OEMs and Tier 1s-2s for the development of AD platforms.

Levels 3 and 4 require enhanced redundancy, new centralised architecture, & driver-facing camera among others. This will drive demand for ADAS sensors, supercomputers, AI, high-precision maps etc. It will also drive further collaboration between OEMs and Tier 1s-2s for the development of AD platforms.

The publisher assesses that in 2019 Bosch overtook Continental in terms of global ADAS revenues and maintained this position in 2020. This was attributed to the higher ADAS revenue growth Bosch recorded for the period 2015-2020 (Bosch CAGR: 32.9%) compared to Continental (CAGR 27.7%).

  • Continental led the ADAS market in the period 2015-2018 in terms of revenues, mainly by capitalising on its dominance in the camera market.
  • Bosch followed as second leveraging a strong position in radar and camera which can support Level 1 and L2 features.
  • As safety & convenience ADAS proliferate in Volume brands in major markets and premium OEMs shift to L3 from 2021, ADAS content will rise significantly. Positioning in camera, radar and lidar will be crucial to increasing ADAS & AD revenues.

The publisher expects that in 2022, 42 models capable of Level 3 autonomy (Traffic Jam Pilot, Highway Pilot) and 108 models with Level 2 (Traffic Jam Assist, Cruise Assist) -mostly as optional equipment -are being offered in Europe, as the regulatory hurdles gradually clear away.

Since many carmakers don’t manufacture ADAS features or sensors in-house, they rely on suppliers who are the leading manufacturers and distributors of components and features.

In 2019, Bosch’s sales of driver assistance systems rose by 12% to around €2 billion. Apart from the leaders, other ADAS suppliers with smaller market shares in ADAS saw a substantial increase in ADAS business in the last 2 years. Bosch, the world’s largest supplier by automotive revenue, saw revenues down by 7.9% in 2020 to €71.6 Billion from €77.7Bn in 2019, according to its preliminary figures.

In 2019, ZF’s Electronics & ADAS division recorded sales of €1,848 million, up 10.9% from 2019 (€1.67 billion), according to their 2019 Annual report. The division accounted for 5% of ZF’s total sales. The main driver for the growth in ADAS was the rising demand for camera-based ADAS.

Supercomputers & Lidar fueled new growth for ADAS Suppliers

ADAS sensors such as cameras and radar for cruising, parking, and safety ADAS still account for the majority of ADAS sales for major Tier-1s.

ADAS suppliers introduced new functionalities in 2020, such as Bosch’s new MPC3 video camera with AI-based object detection.

But 2020 also saw new business lines grow in order intake, among them supercomputers and lidar.

  • In December 2020, Bosch announced they received more than €2.5 Billion worth of orders for vehicle super-computers for automated driving in 2020. Its central computers have been on the roads since 2019 to reduce the complexity of electronic systems. Bosch expects that vehicle super-computers will become a multi-billion market growing to €20Bn by 2030. The company claims its vehicle computers will increase computing power in vehicles by a factor of 1,000 by the start of the next decade enabling autonomous driving, electrification, and connectivity.
  • ZF announced new contracts won in Domain ECU (in million units).
  • According to the current TOP500 list of the world’s most powerful computer systems, Continental’s new supercomputer occupies the top spot in the automotive industry.

Suppliers are well-positioned to monetise the strong demand for ADAS components

Already, Top ADAS Tier-1s such as Bosch, Continental and Aptiv, have recorded billions in ADAS Order Intake while they continue to invest to increase production capacity and shorten time-to-market. To close the technological gap and accelerate time-to-market, partnerships and synergies gain momentum to share costs and knowledge.

Major Automotive Suppliers aim to secure their position as leading providers of automated driving solutions. They are also looking to become providers of Mobility solutions and focus on Software and AI. These forces sparked a strong uptake in the re-organization of ADAS segments of major Suppliers in 2020.

  • Bosch: To capitalize on the market opportunity for Automated Driving Software, Bosch created a new division called Cross-Domain Computing Solutions, which started operation in Jan’21. The division pulls together the company’s software experts.
  • Continental: New structure started in Jan’20 with the Chassis & Safety division transforming to the Autonomous Mobility & Safety (AMS) under the Automotive Technologies Group
  • ZF Group’s structure was adjusted as of January 1, 2019, with the Active & Passive Safety Technology Division divided into three Divisions: Passive Safety Systems, Active Safety Systems, and Electronics and ADAS.

Chinese Suppliers of ADAS have built a strong supply-chain relationship with Chinese carmakers and tech companies.

  • Alibaba’s high-precision maps are embedded in AutoX and XPENG’s smart-driving pilots,
  • Baidu’s Xiaodu in-car OS is embedded in Chery’s premium SUV brand Exeed.
  • GAC’s ADiGO driving assistant package is enhanced with Baidu’s cloud computing and intelligent digital marketing solutions;
  • Huawei Lidar technology is integrated into BAIC’s Arcfox S; Huawei’s new-generation Balong 5000 5G chipset that enables 5G and V2X communication for GAC’s BEVs;
  • Tencent’s SoC has been successfully integrated into several Geely models;

But a further transformation of suppliers is needed to capture software business models

As mobility shifts from product to service, the world’s biggest automotive suppliers are striving to develop capabilities in AI and software.

As new competitors enter the market, such as Qualcomm with the acquisition of Veoneer, legacy suppliers will need to protect existing contracts and expand to more carmakers and new business models to retain revenue growth.

Table of Contents

1. Executive summary
  • ADAS Suppliers’ ranking by ADAS revenues up to H1 2022
  • ADAS-to-Automotive-Revenue for major Suppliers rose in 2021
  • Suppliers’ ranking in ADAS Sensors in Europe, USA & China
  • ADAS Suppliers’ Ranking in Europe: Leaders by key sensors
  • ADAS Suppliers’ Ranking in radar & Lidar: Europe 2017 vs 2020
  • Ranking of Top ADAS Suppliers by Readiness for Level-4 Autonomy
  • Key Partnerships in H1 2022
  • Emerging Trends in Funding and Investments in H1 2022
2. Rankings & market shares of ADAS component Suppliers in 2015-21
  • Ranking of suppliers by Automotive Revenue during 2015-2021 & H1 2022
  • Ranking of suppliers by total ADAS revenue between 2015-2021 & H1 2022
    • Learn which Suppliers have recorded the stronger ADAS revenue growth during 2015-2021 & H1 2022
    • Suppliers’ Shares in combined Top-11 ADAS Revenue in 2015-2021 & H1 2022
  • ADAS-to-Automotive Revenue in 2015-21 for Leading Suppliers
  • Ranking of Leading Tier-1s by ADAS Sensor in Europe
    • ADAS sensor technology overview in 2017 by leading supplier
    • Forward-looking radar at 77GHz for ACC & TJA features
    • Corner radar at 24GHz for Blind Spot Monitoring
    • Front-facing camera for AEB, LDW, and LKA features
    • Infrared cameras for Night Vision systems
    • Driver monitoring camera
    • Lidar for Collision Avoidance redundancy
    • Ultrasonics
  • Ranking of Leading Tier-1s by Radar and camera in China
    • Forward-looking Radar Shares in China
    • Front-facing Camera shares by leading Tier-1s in China
  • Ranking of Leading Tier-1s by Radar, camera, and ultrasonics in the U.S
    • Radar shares in the USA: front & corner
    • Front-facing Camera shares by leading Tier-1s in the USA
    • Supplier shares in Ultrasonics in the USA
3. Safety regulation & competition create opportunities for ADAS Suppliers
  • ADAS penetration is rising in key car markets enhancing safety & convenience
  • Changes in safety requirements push ADAS into standard equipment
  • ADAS is not exclusive to the premium car segment anymore
  • As the auto industry shifts from HW to SW, suppliers tailor their strategy to lead the ADAS market
  • Learn why suppliers are well-positioned to monetize ADAS growth
  • Challenges for ADAS suppliers
4. Leading ADAS suppliers: analysis, portfolio of ADAS and sensors & key figures (ADAS revenues, market shares, sensor sales, strategy)
  • Aptiv (ex-Delphi Automotive)
  • Bosch
  • Continental
  • Denso
  • Hella
  • Hitachi Automotive Systems
  • Hyundai Mobis
  • Magna
  • Mobileye
  • Valeo
  • Veoneer (ex-Autoliv’s Electronics Segment)
  • Zenuity
  • ZF
  • Alibaba
  • Baidu
  • Huawei
  • Microsoft
  • Qualcomm
  • Samsung
  • Tencent
5. ADAS Sensor outlook & Automated Driving adoption
  • ADAS & Automated Driving adoption outlook up to 2025
  • OEM & Supplier Consortiums for L3-5 platforms, AMoD, and HD maps
  • Outlook for ADAS radar, camera, Lidar, and ultrasonic components
  • Overview of the ADAS component supplier ecosystem: Tier-1s, 2s, and their portfolio

Companies Mentioned

  • AdasWorks
  • Aeva
  • AEye
  • AImotive
  • Aisin Seiki Co
  • Alibaba
  • Ambarella
  • Ambarella Inc.
  • Aptiv
  • Autoliv
  • Baidu
  • Bosch Group
  • Continental AG
  • Cruise
  • Delphi Automotive Systems LLC
  • Denso Corporation
  • EyeSight
  • Freescale Semiconductors
  • Gentex Corporation
  • Green Hills Software
  • Harman International Industries
  • Hella KGaA Hueck & Co
  • HERE
  • Hitachi Automotive Systems
  • Huawei
  • Hyundai Mobis
  • Ibeo
  • Infineon Technologies AG
  • Innoviz
  • Kostal
  • Luminar
  • Magna International Inc.
  • Microsoft
  • Mobileye N.V
  • OmniVision Technologies
  • OTTO
  • Panasonic Corporation
  • QNX
  • Qualcomm
  • Renesas Electronics Corporation
  • Samsung
  • Takata Corporation
  • Tencent
  • Texas Instruments
  • TRW Automotive
  • TTTech
  • UBER
  • Valeo SA
  • Vector Informatik
  • Velodyne LiDAR, Inc.
  • Veoneer
  • Visteon
  • Wabco
  • Waymo
  • Zenuity
  • ZF Group