Today, with the rapid development of autopilot technology, the installed capacity of all kinds of core components has become an important index to measure the market position and technical strength of suppliers.
Recently, the Global Automotive Research Institute released the ranking of intelligent driving suppliers’ installed capacity from January to September 2024.
The list comprehensively reveals the latest competitive landscape in the field of intelligent driving technology, ranging from lidar and air suspension to high-precision maps and forward-looking cameras, to intelligent driving domain control and its chips, automatic parking APA solutions and intelligent driving domain control chip market data.
First, the installed capacity of lidar suppliers ranks, with the vigorous development of autopilot technology, lidar as the “eye” of autopilot system, its importance has become increasingly prominent.
Suiteng Juchuang, Huawei Technology, Wesai Technology and Tudatong are the main suppliers in the market, and they occupy the vast majority of the market share.
Suteng Juchuang tops the list with a market share of 35.
0% and an installed capacity of 342985.
Huawei technology followed closely, with 261221 units installed and a market share of 26.6%. It has achieved remarkable results in continuous investment and layout in the field of self-driving and intelligent driving.
Wesai Technology and Tudatong also accounted for 23.
0% and 15.
2% of the market share, respectively.
Lidar, as the key sensor of autopilot technology, has a broad market prospect.
Suppliers such as Suiteng Juchuang, Huawei Technology, Wesai Technology and Tudatong occupy a leading position in the market by virtue of their respective technological advantages and market strategies.
The market share of other suppliers is relatively small, only 0.
2%, which reflects the high concentration of the lidar market, and the main market share is occupied by a few suppliers.
(click to view the list of laser radar suppliers’ installed capacity), second, the installed capacity of air suspension suppliers ranks first with 231660 sets of installed capacity, with a market share of 42.7%. As a leader of independent manufacturers, Konghui Technology has successfully occupied half of the market by virtue of its deep technology accumulation and excellent product quality in the field of air suspension.
This was followed by Top Group, with 137156 units installed and a market share of 25.3%. Its performance in the air suspension market is also excellent.
With stable product quality and extensive market coverage, Top Group has successfully entered the forefront of the market, showing strong potential for development.
Baolong Technology ranked third with 93215 units, with a market share of 17.2%. Weibak and Continental ranked fourth and fifth with 49279 and 28824 units respectively, with a market share of 9.
1 per cent and 5.
3 per cent, respectively.
The remaining suppliers have a total installed capacity of only 2459 sets, with a market share of only 0.
5 per cent.
(click to view the list of air suspension suppliers’ installed capacity), third, the installed capacity of high-precision map suppliers ranks, from the list, we can see that Gaode is far ahead with 540032 sets of installed capacity, occupying 53.
1% of the market share.
This data not only shows Gao de’s strong strength in the field of high-precision maps, but also reflects its outstanding performance in technology research and development, market expansion and so on.
Tencent is not far behind, gaining 14.
7 per cent of the market with 149330 units, showing its deep accumulation in the areas of self-driving and smart travel.
Suppliers such as Lang GE Technology, Siwei Tuxin and Zhonghaiting also performed well, accounting for 11.6%, 7.3% and 4.
0% of the market, respectively.
It is worth noting that the “other” category accounts for 9.
4% of the market share, indicating that there is still fierce competition and the emergence of new players in the high-precision map market.
(click to view the list of installed capacity of high-precision map suppliers), fourth, the installed capacity of forward-looking camera suppliers ranks, Bosch ranks first with 1936191 sets of installed capacity, and its market share is as high as 21.
0%, continuing to lead the forward-looking camera market.
As a world-renowned auto parts supplier, Bosch’s technology accumulation and brand influence in the field of forward-looking cameras have undoubtedly won it wide recognition in the market.
Followed by Denso, with 914322 sets of installed capacity accounting for 9.
9% of the market share, also showing strong market competitiveness.
It is worth noting that Shunyu smart collar has an eye-catching performance in this list, with 731888 units installed and a market share of 7.
9%, which has improved significantly in recent months.
As a rising domestic auto parts supplier in recent years, the rapid rise of Shunyu Smart collar in the field of forward-looking cameras is not only due to technological innovation and the continuous improvement of product quality, but also inseparable from the keen insight and rapid response to the changes in market demand.
In addition, well-known companies such as Zaifu, Weininger and Fretak are also at the top of the list, accounting for 7.6%, 7.2% and 5.
8% of the market share, respectively.
These enterprises have profound technology accumulation and rich market experience in the field of forward-looking cameras, which provides a strong support for the diversified development of the market.
(click to view the ranking of the installed capacity of forward-looking camera suppliers), fifth, the installed capacity of ADAS suppliers ranks first, Bosch ranks first with 1949342 sets of installed capacity, and its market share is as high as 21.1%. This was followed by Denso and ZF, which ranked second and third with 916211 and 684331 units respectively, with a market share of 9.
9 per cent and 7.
4 per cent, respectively.
As a leader of domestic independent brands, BYD also ranked fourth on the list, with 637194 units installed and a market share of 6.
9 per cent.
In addition, suppliers such as Vennin, Fretek, Tesla, Valeo, ideal and Amboft are also in the top 10, with market shares ranging from 6.
5 to 3.
7 per cent.
Judging from the current data, international giants such as Bosch and Denso still maintain a leading position by virtue of their advantages in technology research and development, product quality and market layout.
At the same time, BYD and other domestic independent brands are also actively involved in research and development, continue to enhance their competitiveness, and gradually narrow the gap with international giants.
(click to view the ranking of the installed capacity of ADAS suppliers), 6.
The installed capacity of intelligent driving domain control suppliers ranks first with 512677 sets of installed capacity, and its market share is as high as 24.
7%, demonstrating its leading position in the field of intelligent driving domain control.
It was closely followed by Pegatron / Quanta (Tesla), with Tesla’s strong market influence, the installed capacity reached 465156 sets, accounting for 22.4%. Huawei Technology ranks third with 326508 units, with a market share of 15.
7 per cent.
Other suppliers, such as Flextronics, BYD, Hua Ruijie, Zhixing Technology, Maomo Zhixing and Weiner, although their installed capacity is not as large as that of the top three, they have all made achievements in specific areas.
It constitutes a diversified market competition pattern.
It is worth noting that the total market share of head suppliers is more than 60%, which shows the high concentration of smart driving domain control market.
This trend reflects that with the continuous maturity of technology and the gradual expansion of the market, the advantages of leading suppliers in technology research and development, market layout and customer service are becoming more and more obvious.
(click to view the ranking of the installed capacity of intelligent driving domain control suppliers), 7, automatic parking APA program installed capacity ranking, Valeo with 688418 sets of installed capacity, occupying 21.
6% of the market share, as the industry leader, Valeo has profound technical accumulation and market experience in the field of automatic parking APA.
Bosch is not far behind, with 605593 sets installed, accounting for 19.0%. As a world-renowned auto parts supplier, Bosch’s automatic parking APA program also has excellent performance and stability.
In addition, Bosch’s comprehensive layout in the field of intelligent driving also provides it with strong technical support and market competitiveness.
Ideal and Huawei ranked third and fourth with 345502 and 325873 units respectively, with a market share of 10.
8 per cent and 10.
2 per cent respectively.
These data not only reflect the current competition pattern of automatic parking APA market, but also reveal the technical strength and market recognition of various solutions.
(click to view the ranking of automatic parking APA solutions), 8, smart driving domain control chip installed ranking, Nvidia Drive Orin-X firmly ranked first with 37.
8% market share, its installed capacity is as high as 1315479, showing a strong market dominance.
Tesla FSD was not far behind with a market share of 26.
7%, with 930312 units installed.
Brands such as Huawei Teng 610 and Horizon Expedition 5 also occupy a significant market share, ranking third and fourth respectively.
As the core component of intelligent driving technology, the importance of intelligent driving domain control chip is self-evident.
It not only determines the intelligent level and driving experience of the car, but also directly affects the development prospect of the intelligent transportation field.
With the continuous maturity and popularization of intelligent driving technology, the demand for intelligent driving domain control chips will continue to grow, and the market prospect is broad.
(click to view the ranking of intelligent driving domain control chip suppliers), 9, high-precision positioning system suppliers installed ranking, Daoyuan technology and Huawei occupy a leading position in the high-precision positioning system market, their installed capacity far exceeds other suppliers.
Daoyuan ranked first with 390566 units installed and 34.
3% market share, followed by Huawei with 28.
6% market share.
China test navigation, Bosch and Xiaopeng ranked third to fifth, accounting for 7.7%, 6.1% and 5.
4% of the market share, respectively.
It is worth noting that other suppliers also account for 14.
3% of the market share and 162284 sets of installed capacity.
These data not only reflect the competition pattern of the current high-precision positioning system market, but also reveal the technical strength and market recognition of various suppliers.
,– intelligent driving related content recommendation–, return to the first electric network home page >.
