In May 2026, the installation volume of ADAS domain controller SoCs for passenger vehicles in China reached 788,000 units, a year-on-year decrease of 0.4% and a month-on-month increase of 11.5%.
In terms of ADAS domain controller SoC supplier rankings, the top 5 manufacturers held a combined market share of 83.5% in May 2026, indicating a highly concentrated market. Among them, NVIDIA maintained the first position with a 38.2% market share, although it declined compared to both the same period last year and the previous month.
The market share of in-house developed chips reached 17.3%, an increase of 7.2 percentage points year-on-year. Specifically, Tesla held a 12.1% market share, rising from fifth place last month to second. Meanwhile, domestic in-house development continues to achieve breakthroughs. In May 2026, BYD released its in-house developed intelligent driving chip "Xuanji A3", built on a 4nm process node, with a single-chip computing power of over 700 TOPS. It supports L3 and L4 autonomous driving and is planned to be first deployed on mass-produced new vehicles under the Denza brand in 2027.
In terms of market share growth, Qualcomm and Renesas showed significant growth. Specifically, Qualcomm's market share reached 10.9%, an increase of 6.1 percentage points year-on-year.
May: Below 200,000 RMB Segment is the Primary Growth Area
By price segment, the below 200,000 RMB segment is the primary growth area for ADAS domain controller SoC installations in Chinese passenger vehicles. The installation volume in this segment totaled 386,000 units, a year-on-year increase of 33.5%. Among them, the installation volume below 100,000 RMB reached 50,000 units, a year-on-year increase of 58.9%, mainly driven by the Song Pro NEV, Deepal L06, and Leapmotor C10.
May: NVIDIA Faces Share Pressure Below 400,000 RMB, While Qualcomm, Horizon Robotics, Renesas, and Other Players Break Through
By price range, the competitive landscape of the ADAS domain controller SoC market is as follows:
Below 100,000 RMB Passenger Vehicle Market: Qualcomm Achieves Leapfrog Growth
In May 2026, NVIDIA's market share dropped from 94.2% in the same period last year to 50.0%, nearly halving. Qualcomm achieved leapfrog growth, with its market share surging from 0.7% in the same period last year to 44.2% (an increase of 43.5 percentage points); Horizon Robotics held a 5.7% market share, an increase of 3.1 percentage points year-on-year, ranking third.
100,000-200,000 RMB Passenger Vehicle Market: Renesas Ranks Fourth
In May 2026, NVIDIA's market share fell from 53.8% in the same period last year to 35.7%, still ranking first. Horizon Robotics increased by 7.2 percentage points year-on-year to 23.8%, firmly holding second place. Qualcomm grew by 2.5 percentage points year-on-year to 16.4%, ranking third. Renesas captured a 10.9% market share, ranking fourth.
200,000-400,000 RMB Passenger Vehicle Market: Tesla Shows Significant Market Share Growth
In May 2026, NVIDIA's market share dropped from 52.3% in the same period last year to 38.1%, a decrease of 14.2 percentage points. Tesla rose from 19.5% in the same period last year to 28.8%, an increase of 9.3 percentage points, firmly holding second place and being the player with the largest growth in this segment. HiSilicon increased by 3.8 percentage points year-on-year to 19.1%, ranking third.
Above 400,000 RMB Passenger Vehicle Market: NIO Leads in Growth
In May 2026, NVIDIA's market share increased from 37.2% in the same period last year to 42.3%, firmly ranking first. Mobileye's market share slightly contracted, dropping by 3.0 percentage points year-on-year to 17.2%, ranking second. NIO showed significant share growth, surging by 15.6 percentage points year-on-year to 16.9%, ranking third.
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