According to data from Gasgoo Research, from January to May 2026, the domestic passenger car core component market sustained rapid growth. Installation volumes across various sub-sectors climbed steadily, while the competitive landscape continued to evolve. In segments such as air suspension, LiDAR, HD maps, and high-precision positioning, local enterprises have established absolute dominance. Market concentration among top players has further increased, while the market shares of foreign-invested and small-to-medium-sized manufacturers continue to shrink. In the fields of driving ADAS, front-view cameras, and automated parking, international giants still hold a leading edge. However, domestic suppliers and OEM in-house solutions are accelerating their breakthroughs, rapidly gaining market share, resulting in a significant increase in the number of local players in the top ten rankings.
From a deeper industry perspective, driven by the comprehensive penetration of vehicle intelligence and advanced autonomous driving, the domestic core component supply chain is undergoing structural reshaping. Domestic substitution has transitioned from "point breakthroughs" to a deepening phase of "broad deployment." Local enterprises have made comprehensive advancements in technology iteration, cost control, mass production responsiveness, and scenario adaptation, gradually shifting from "followers" to "co-runners" and even "leaders." Notably, in the Automated Parking Assist (APA) segment, the OEM in-house camp—represented by BYD, Leapmotor, Li Auto, NIO, Xiaomi, and Changan—has collectively secured spots in the top ten, rewriting the original "Tier 1 oligopoly" supply landscape. This shift not only builds a more resilient local supply chain for the intelligent vehicle industry but also provides crucial data support and forward-looking insights for the subsequent large-scale deployment of advanced autonomous driving and the rewriting of competition rules in the component industry.
Air Suspension Supplier Installation Volume Rankings
Konghui Technology: From January to May 2026, the installation volume of air suspension in the domestic passenger car market was 219,660 sets, with a market share of 35.2%.
Tuopu Group: From January to May 2026, the installation volume of air suspension in the domestic passenger car market was 188,869 sets, with a market share of 30.3%.
Baolong Technology: From January to May 2026, the installation volume of air suspension in the domestic passenger car market was 157,818 sets, with a market share of 25.3%.
Vibracoustic: From January to May 2026, the installation volume of air suspension in the domestic passenger car market was 22,325 sets, with a market share of 3.6%.
Amow: From January to May 2026, the installation volume of air suspension in the domestic passenger car market was 18,490 sets, with a market share of 3.0%.
Others: From January to May 2026, the installation volume of air suspension in the domestic passenger car market was 16,640 sets, with a market share of 2.6%.
From January to May 2026, the domestic air suspension market expanded rapidly, and domestic manufacturers entered a harvest period. The three local suppliers, Konghui Technology, Tuopu Group, and Baolong Technology, collectively accounted for as high as 90.8% of the market share. Specifically, Konghui Technology ranked first with an installation volume of 219,660 sets and a market share of 35.2%. Its growth was mainly driven by the volume increase of hit models such as Leapmotor and Zeekr. Relying on its advantages in air spring control technology and customer coverage, it continued to consolidate its market position. Tuopu Group and Baolong Technology ranked second and third with installation volumes of 188,869 sets and 157,818 sets, and market shares of 30.3% and 25.3%, respectively. The growth of Tuopu Group mainly came from the volume increase of models from core customers such as Xiaomi and AITO. Baolong Technology mainly benefited from the volume increase of NIO models. Meanwhile, new models such as XPeng G7 and NIO ES9 are expected to further contribute to the increase in installation volume.
In contrast, the market shares of suppliers such as Vibracoustic and Amow in the domestic market continued to decline. Their installation volumes were 22,325 sets and 18,490 sets respectively, collectively accounting for only about 6.6% of the market share. The total installation volume of other suppliers was only 16,640 sets, with a market share of only 2.6%, making it difficult to break through. Overall, domestic suppliers have established a solid dominant position in this field. In the future, the focus of competition will shift from "domestic substitution" to the stock game among the top three. Capacity delivery capability, cost control level, and supporting R&D of next-generation intelligent chassis technology will become key variables determining the final rankings.
LiDAR Supplier Installation Volume Rankings
Hesai Technology: From January to May 2026, the installation volume of LiDAR in the domestic passenger car market was 595,373 units, with a market share of 34.2%.
Huawei Technologies: From January to May 2026, the installation volume of LiDAR in the domestic passenger car market was 533,509 units, with a market share of 30.6%.
Seyond: From January to May 2026, the installation volume of LiDAR in the domestic passenger car market was 259,747 units, with a market share of 14.9%.
RoboSense: From January to May 2026, the installation volume of LiDAR in the domestic passenger car market was 247,570 units, with a market share of 14.2%.
Others: From January to May 2026, the installation volume of LiDAR in the domestic passenger car market was 107,042 units, with a market share of 6.1%.
From January to May 2026, the domestic LiDAR market grew strongly, forming a competitive landscape led by two strong players, with the second echelon steadily following. Hesai Technology ranked first with a 34.2% share and an installation volume of 595,373 units. This was mainly driven by the installation volume increase of primary LiDARs, and it ranked at the forefront of the industry relying on the volume increase of models from customers such as Li Auto and Xiaomi. Hesai Technology's products, with advantages in perception accuracy, cost control, and automotive-grade reliability, have become a core choice for advanced autonomous driving solutions of multiple automakers. Huawei Technologies followed closely with an installation volume of 533,509 units and a market share of 30.6%. The growth of Huawei Technologies was contributed by both primary LiDARs and blind-spot supplement LiDARs, among which the "Four Realms" models under Harmony Intelligent Mobility made a large contribution. The two local head manufacturers collectively accounted for 64.8% of the market share, forming a significant dominant force.
Seyond and RoboSense, ranking third and fourth, had installation volumes of 259,747 units and 247,570 units respectively, corresponding to shares of 14.9% and 14.2%, jointly forming the market's second echelon. For Seyond, the contribution of blind-spot supplement LiDAR installations was slightly higher than that of its primary LiDARs, with major models under NIO becoming an important source of installation volume increase. RoboSense LiDARs have been installed in multiple models such as Zeekr, Denza, and Galaxy. Subsequently, models such as Buick Zhijing and Zeekr 8X are expected to bring significant volume increases. These two enterprises have their own focuses in segmented applications such as long-range detection and blind-spot supplementation, forming a situation of differentiated development and complementary synergy with the top two players. The total share of other tail suppliers is 6.1%, indicating that resources are still accelerating to concentrate on the leaders. Overall, domestic LiDAR manufacturers have established a complete layout in terms of technology and production capacity. As advanced autonomous driving functions become popular in models across a wider price range, the shipment volume of head enterprises is expected to continue to rise with the volume increase of supporting models, and industry concentration is expected to further improve.
Driving ADAS Supplier Installation Volume Rankings
Bosch: From January to May 2026, the installation volume of driving ADAS in the domestic passenger car market was 545,945 sets, with a market share of 10.4%.
Denso: From January to May 2026, the installation volume of driving ADAS in the domestic passenger car market was 495,412 sets, with a market share of 9.4%.
BYD: From January to May 2026, the installation volume of driving ADAS in the domestic passenger car market was 478,120 sets, with a market share of 9.1%.
ZF: From January to May 2026, the installation volume of driving ADAS in the domestic passenger car market was 382,442 sets, with a market share of 7.3%.
Freetech: From January to May 2026, the installation volume of driving ADAS in the domestic passenger car market was 302,955 sets, with a market share of 5.8%.
Huawei: From January to May 2026, the installation volume of driving ADAS in the domestic passenger car market was 276,736 sets, with a market share of 5.3%.
Valeo: From January to May 2026, the installation volume of driving ADAS in the domestic passenger car market was 238,733 sets, with a market share of 4.5%.
Hirain Technologies: From January to May 2026, the installation volume of driving ADAS in the domestic passenger car market was 206,528 sets, with a market share of 3.9%.
Momenta: From January to May 2026, the installation volume of driving ADAS in the domestic passenger car market was 192,779 sets, with a market share of 3.7%.
Tesla: From January to May 2026, the installation volume of driving ADAS in the domestic passenger car market was 186,700 sets, with a market share of 3.5%.
From January to May 2026, the domestic passenger car driving ADAS market exhibited the characteristics of "foreign dominance and continuously rising local share." Bosch retained the top spot with 545,945 sets and a 10.4% market share. Denso followed closely with an installation volume of 495,412 sets and a market share of 9.4%. BYD ranked third with 478,120 sets and a 9.1% share, demonstrating strong vertical integration capabilities.
ZF, Freetech, Huawei, and Valeo occupied the fourth to seventh positions respectively, with shares ranging from 7.3% to 4.5%, closely intertwined. Among them, Freetech and Huawei, as local Tier 1 suppliers, have gradually joined the mainstream camp, showing the continuously improving competitiveness of domestic ADAS solutions. Hirain Technologies, Momenta, and Tesla ranked eighth to tenth with shares of 3.9%, 3.7%, and 3.5% respectively, jointly forming the market's third echelon.
Overall, from January to May, the driving ADAS market showed a clear trend of foreign companies defending their positions and domestic companies breaking through. Relying on algorithm iteration, vertical integration, and cost-performance advantages, local manufacturers are accelerating the rewriting of the industry supply landscape and promoting the acceleration of the independent and controllable process of the supply chain.
Front-View Camera Supplier Installation Volume Rankings
Bosch: From January to May 2026, the installation volume of front-view cameras in the domestic passenger car market was 549,422 sets, with a market share of 10.4%.
Sunny SmartLead: From January to May 2026, the installation volume of front-view cameras in the domestic passenger car market was 524,876 sets, with a market share of 10.0%.
Denso: From January to May 2026, the installation volume of front-view cameras in the domestic passenger car market was 493,271 sets, with a market share of 9.4%.
ZF: From January to May 2026, the installation volume of front-view cameras in the domestic passenger car market was 386,782 sets, with a market share of 9.0%.
BYD Semiconductor: From January to May 2026, the installation volume of front-view cameras in the domestic passenger car market was 275,112 sets, with a market share of 5.2%.
Freetech: From January to May 2026, the installation volume of front-view cameras in the domestic passenger car market was 259,257 sets, with a market share of 4.9%.
OFILM Automotive: From January to May 2026, the installation volume of front-view cameras in the domestic passenger car market was 254,290 sets, with a market share of 4.8%.
Baolong Technology: From January to May 2026, the installation volume of front-view cameras in the domestic passenger car market was 236,264 sets, with a market share of 4.5%.
Valeo: From January to May 2026, the installation volume of front-view cameras in the domestic passenger car market was 233,628 sets, with a market share of 4.4%.
Hirain Technologies: From January to May 2026, the installation volume of front-view cameras in the domestic passenger car market was 206,525 sets, with a market share of 3.9%.
From January to May 2026, the domestic passenger car front-view camera market exhibited the distinct characteristic of "continuously rising shares of local manufacturers, gradually becoming the main force." Bosch temporarily ranked first with 549,422 sets and a 10.4% market share. Sunny SmartLead followed closely with 524,876 sets installed and a 10.0% share, only 0.4 percentage points behind the leader, demonstrating the strong catching-up momentum of domestic suppliers. Denso ranked third with 493,271 sets and a 9.4% share, with traditional foreign giants still maintaining strong competitiveness.
ZF, BYD Semiconductor, Freetech, OFILM Automotive, Baolong Technology, Valeo, and Hirain Technologies ranked fourth to tenth respectively, with shares ranging from 9.0% to 3.9%. Among them, four local manufacturers—BYD Semiconductor (5.2%), Freetech (4.9%), OFILM Automotive (4.8%), and Baolong Technology (4.5%)—formed a tight echelon in the mid-stream, with a combined share of nearly 20%, constituting a market force that cannot be ignored.
Notably, local manufacturers occupy six of the top ten spots for front-view cameras (Sunny SmartLead, BYD Semiconductor, Freetech, OFILM Automotive, Baolong Technology, and Hirain Technologies), with a combined share of about 33.3%, indicating that at the perception hardware level, the penetration speed of the domestic supply chain is faster and its foundation is more stable. Overall, relying on cost advantages, rapid response capabilities, and vehicle collaborative development advantages, local manufacturers are transforming from "substitutes" to the "main force," promoting the accelerated implementation of the independent and controllable process of core components for intelligent driving. As advanced autonomous driving sinks to mid-to-low-end models, domestic front-view camera suppliers are expected to further expand their market.
Automated Parking Assist (APA) Supplier Installation Volume Rankings
BYD: From January to May 2026, the installation volume of Automated Parking Assist (APA) in the domestic passenger car market was 477,675 sets, with a market share of 15.7%.
Bosch: From January to May 2026, the installation volume of Automated Parking Assist (APA) in the domestic passenger car market was 416,738 sets, with a market share of 13.7%.
Huawei: From January to May 2026, the installation volume of Automated Parking Assist (APA) in the domestic passenger car market was 276,736 sets, with a market share of 9.1%.
Momenta: From January to May 2026, the installation volume of Automated Parking Assist (APA) in the domestic passenger car market was 187,200 sets, with a market share of 6.2%.
Leapmotor: From January to May 2026, the installation volume of Automated Parking Assist (APA) in the domestic passenger car market was 184,637 sets, with a market share of 6.1%.
Li Auto: From January to May 2026, the installation volume of Automated Parking Assist (APA) in the domestic passenger car market was 160,158 sets, with a market share of 5.3%.
Valeo: From January to May 2026, the installation volume of Automated Parking Assist (APA) in the domestic passenger car market was 157,919 sets, with a market share of 5.2%.
NIO: From January to May 2026, the installation volume of Automated Parking Assist (APA) in the domestic passenger car market was 154,124 sets, with a market share of 5.1%.
Xiaomi: From January to May 2026, the installation volume of Automated Parking Assist (APA) in the domestic passenger car market was 151,234 sets, with a market share of 5.0%.
Changan: From January to May 2026, the installation volume of Automated Parking Assist (APA) in the domestic passenger car market was 123,547 sets, with a market share of 4.1%.
From January to May 2026, the domestic passenger car Automated Parking Assist (APA) market exhibited the distinct characteristic of "continuously rising market share of domestic manufacturers and the sudden rise of the OEM in-house camp." BYD ranked first with 477,675 sets and a 15.7% market share. Bosch followed closely with 416,738 sets installed and a 13.7% share. Huawei ranked third with 276,736 sets and a 9.1% share, demonstrating its strong competitiveness in software-hardware integration in the autonomous driving field.
Momenta, Leapmotor, Li Auto, Valeo, NIO, Xiaomi, and Changan ranked fourth to tenth respectively, with market shares between 4% and 6.2%. Among them, Leapmotor achieved a rapid increase in installation volume relying on the hot sales of models such as Leapmotor A10 and Leapmotor D19, and its market ranking jumped to the 5th position. Notably, the OEM in-house camp occupies six of the top ten spots—BYD, Leapmotor, Li Auto, NIO, Xiaomi, and Changan—with a combined share as high as 41.3%, far exceeding the total share of traditional Tier 1 suppliers. This reflects that APA, as a parking assistance function, has a relatively low technical threshold and relatively fixed scenarios. OEMs are more likely to achieve software-hardware integration and differentiated experiences through in-house R&D, thereby accelerating the reconstruction of the supply chain.
Overall, local manufacturers have taken absolute dominance. Except for Bosch and Valeo, other traditional foreign suppliers have basically withdrawn from mainstream competition. With the deep integration of automated parking functions into advanced autonomous driving packages, and the gradual implementation of integrated cabin-parking and cabin-driving solutions, OEMs with full-stack in-house R&D capabilities are expected to further expand their advantages in the APA track, promoting parking functions from "optional" to "standard," and accelerating the final establishment of the industry competition landscape.
HD Map Supplier Installation Volume Rankings
AutoNavi: From January to May 2026, the installation volume of HD maps in the domestic passenger car market was 445,619 sets, with a market share of 43.5%.
Tencent: From January to May 2026, the installation volume of HD maps in the domestic passenger car market was 153,515 sets, with a market share of 15.0%.
Lange Technology: From January to May 2026, the installation volume of HD maps in the domestic passenger car market was 153,387 sets, with a market share of 15.0%.
NavInfo: From January to May 2026, the installation volume of HD maps in the domestic passenger car market was 75,779 sets, with a market share of 7.4%.
Others: From January to May 2026, the installation volume of HD maps in the domestic passenger car market was 197,057 sets, with a market share of 15.6%.
From January to May 2026, the domestic HD map market presented a competitive landscape of "AutoNavi leading, two giants competing for the runner-up, and continuously improving head concentration." AutoNavi firmly ranked first with 445,619 sets and a 43.5% market share. Relying on data update capabilities, automaker adaptation ecosystems, and mature implementation cases, it continues to monopolize the supporting of mainstream high-end and autonomous driving models, and its leading position is hard to shake.
The shares of Tencent and Lange Technology are highly close, ranking second and third with market shares of 15.0% and 15.0% respectively. The gap in installation volume between the two is only 128 sets, and the competition has entered a white-hot stage. NavInfo ranked fourth with 75,779 sets and a 7.4% share. The four mainstream map makers collectively account for 81.4% of the share, and market concentration remains at a high level. The combined proportion of other suppliers is 15.6%, further shrinking from 18.4% in January-April, indicating that resources are accelerating to converge on the head.
Overall, from January to May, the HD map market continued the pattern of the strong getting stronger. AutoNavi continues to lead relying on its first-mover advantage and ecological barriers, while the runner-up competition between Tencent and Lange Technology has become the biggest variable at present. With the accelerated popularization of advanced autonomous driving, the industry's dependence on HD maps is declining, and "mapless" and "light map" have become mainstream directions. The focus of map makers' competition has also shifted from a single map freshness to comprehensive capabilities such as basic map data, lane-level navigation, lightweight map priors, crowdsourcing updates, and vehicle-end adaptation efficiency. If small and medium-sized map makers cannot achieve breakthroughs in data closed-loop and cost control, their survival space will further narrow.
High-Precision Positioning Supplier Installation Volume Rankings
Asensing: From January to May 2026, the installation volume of high-precision positioning in the domestic passenger car market was 769,554 sets, with a market share of 35.3%.
Huawei: From January to May 2026, the installation volume of high-precision positioning in the domestic passenger car market was 276,476 sets, with a market share of 12.7%.
Geespace: From January to May 2026, the installation volume of high-precision positioning in the domestic passenger car market was 143,269 sets, with a market share of 6.6%.
Millimeter Intelligence: From January to May 2026, the installation volume of high-precision positioning in the domestic passenger car market was 138,876 sets, with a market share of 6.4%.
XPeng: From January to May 2026, the installation volume of high-precision positioning in the domestic passenger car market was 94,576 sets, with a market share of 4.3%.
Others: From January to May 2026, the installation volume of high-precision positioning in the domestic passenger car market was 669,365 sets, with a market share of 34.7%.
From January to May 2026, the domestic passenger car high-precision positioning market presented a competitive landscape of "one super power and multiple strong players, with a significant long tail." Asensing took a distant lead with 769,554 sets and a 35.3% market share, continuously consolidating its industry leading position. Huawei ranked second with 276,476 sets and a 12.7% market share. Geespace and Millimeter Intelligence ranked third and fourth with shares of 6.6% and 6.4% respectively. The gap in installation volume between the two is less than 5,000, and the competition is fierce.
Notably, XPeng, as a representative of the OEM in-house solution, ranked fifth with 94,576 sets installed and a 4.3% market share. Its growth was mainly driven by the continued hot sales of popular models such as MONA M03. The combined share of "Other" suppliers is as high as 34.7%, indicating that the current market is far from finalized. A large number of small and medium-sized manufacturers and in-house solutions are still competing for the remaining space, and the industry concentration is far lower than that of adjacent tracks such as HD maps.
Overall, from January to May, the high-precision positioning market showed a trend of accelerated adoption of fused positioning solutions. Asensing firmly sits in the top spot relying on its first-mover advantage and scaled mass production capabilities. Huawei is rapidly catching up relying on its autonomous driving ecosystem, while emerging players such as Geespace and Millimeter Intelligence are also striving to break through. In the long run, industry competition will focus on three major directions: multi-source perception fusion, low-cost scaled mass production, and full-scenario reliability adaptation. Local enterprises have completely dominated the domestic high-precision positioning supply market, but the long-tail pattern means that the rankings are far from finally settled.
Data Source: #Gasgoo Research ADAS Configuration Database