According to Gasgoo Research Institute, China's passenger vehicle core component market maintained steady growth in H1 2026, with installation volumes rising across seven key segments and competition becoming increasingly differentiated.
Local suppliers have established clear dominance in air suspension, LiDAR, HD map, and high-precision positioning, with market share increasingly concentrated among leading players. Meanwhile, international suppliers remain competitive in ADAS, front-view cameras, and automated parking assist (APA), but local suppliers and automakers' in-house solutions are rapidly gaining ground, driving further localization across these segments.
Top air suspension system suppliers
KH Automotive Technologies: 279,197 sets installed, 34.4% market share
Tuopu Group: 231,020 sets installed, 28.5% market share
Baolong Automotive: 230,896 sets installed, 28.5% market share
Vibracoustic: 27,961 sets installed, 3.4% market share
AUMOVIO: 25,753 sets installed, 3.2% market share
Others: 15,913 sets installed, 2.0% market share
In H1 2026, China's passenger vehicle air suspension market was dominated by local suppliers. KH Automotive Technologies ranked first with 279,197 sets installed and a 34.4% market share, driven by strong sales of models from Leapmotor and Zeekr. Its advantages in air spring control technology and broad customer base further strengthened its market position.
Tuopu Group and Baolong Automotive ranked second and third, with 231,020 and 230,896 sets installed, respectively, each holding a 28.5% share. Tuopu Group benefited mainly from higher volumes of key customer models from Xiaomi and AITO, while Baolong Automotive was supported by growing demand from NIO models. New models such as the XPeng GX and NIO ES9 are also expected to further boost its installation volume.
Top LiDAR suppliers
Huawei Technologies: 769,878 units installed, 34.2% market share
Hesai Technology: 700,466 units installed, 31.1% market share
Seyond: 344,396 units installed, 15.3% market share
RoboSense: 315,308 units installed, 14.0% market share
Others: 121,628 units installed, 5.4% market share
In H1 2026, China's passenger vehicle LiDAR market grew strongly, with two leading players clearly ahead of the second tier. Hesai Technology ranked first with 769,878 units installed and a 34.2% market share, driven mainly by growth in main LiDAR installations and higher volumes of models from key customers such as Li Auto and Xiaomi. Huawei Technologies followed closely with 700,466 units and a 31.1% share, with growth coming from both main and blind-spot LiDAR, particularly across models from the HarmonyOS ecosystem. Together, the two local leaders accounted for 65.3% of the market, establishing a clear duopoly.
Top driving-dedicated ADAS suppliers
Bosch: 649,525 sets installed, 9.9% market share
BYD: 621,035 sets installed, 9.4% market share
DENSO: 613,307 sets installed, 9.3% market share
ZF: 454,421 sets installed, 6.9% market share
Freetech: 380,886 sets installed, 5.8% market share
Huawei Technologies: 353,888 sets installed, 5.4% market share
Valeo: 297,808 sets installed, 4.5% market share
Momenta: 251,475 sets installed, 3.8% market share
HiRain Technologies: 242,011 sets installed, 3.7% market share
Tesla: 238,800 sets installed, 3.6% market share
In H1 2026, China's passenger vehicle ADAS market saw local suppliers continue to gain market share. Bosch ranked first with 649,525 sets installed and a 9.9% market share, followed by BYD with 621,035 sets and a 9.4% share. DENSO ranked third with 613,307 sets and a 9.3% share, with the gap among the top three narrowing further.
ZF, Freetech, Huawei Technologies, and Valeo ranked fourth through seventh, with shares ranging from 6.9% to 4.5%. As local Tier 1 suppliers, Freetech and Huawei are increasingly entering the mainstream market, highlighting the growing competitiveness of domestic ADAS solutions. Overall, the market is showing a clear trend of international suppliers defending their positions while local players gain ground, supported by faster algorithm iteration, vertical integration, and cost advantages.
Top forward-facing camera suppliers
Sunny Smartlead: 658,622 sets installed, 10.0% market share
Bosch: 657,477 sets installed, 10.0% market share
DENSO: 609,561 sets installed, 9.3% market share
ZF: 459,747 sets installed, 7.0% market share
BYD Semiconductor: 344,752 sets installed, 5.2% market share
Ofilm: 322,041 sets installed, 4.9% market share
Freetech: 317,304 sets installed, 4.8% market share
Valeo: 291,705 sets installed, 4.4% market share
Baolong Automotive: 282,525 sets installed, 4.3% market share
Hirige: 254,077 sets installed, 3.9% market share
In H1 2026, China's passenger vehicle front-view camera market saw local suppliers steadily increase their presence and emerge as major players. Sunny Smartlead ranked first with 658,622 sets installed and a 10.0% market share, narrowly ahead of Bosch, which recorded 657,477 sets and the same 10.0% share. DENSO ranked third with 609,561 sets and a 9.3% share, maintaining strong competitiveness among international suppliers.
ZF, BYD Semiconductor, Ofilm, Freetech, Valeo, Baolong Automotive, and Hirige ranked fourth through tenth, with shares ranging from 7.0% to 3.9%. Five local suppliers—BYD Semiconductor, Ofilm, Freetech, Baolong Automotive, and Hirige—formed a closely matched mid-tier, collectively accounting for 24.1% of the market, highlighting the accelerating penetration of domestic suppliers in automotive perception hardware.
Top APA solution suppliers
BYD: 615,108 sets installed, 15.9% market share
Bosch: 503,766 sets installed, 13.0% market share
Huawei Technologies: 353,888 sets installed, 9.2% market share
Leapmotor: 254,077 sets installed, 6.6% market share
Momenta: 244,301 sets installed, 6.3% market share
NIO: 195,545 sets installed, 5.1% market share
Valeo: 193,191 sets installed, 5.0% market share
Li Auto: 191,275 sets installed, 4.9% market share
Xiaomi: 186,002 sets installed, 4.8% market share
Changan: 159,995 sets installed, 4.1% market share
In H1 2026, China's passenger vehicle automated parking assist (APA) market showed a clear trend of rising local supplier share and rapid growth of automakers' in-house solutions. BYD ranked first with 615,108 sets installed and a 15.9% market share, followed by Bosch with 503,766 sets and a 13.0% share. Huawei Technologies ranked third with 353,888 sets and a 9.2% share, highlighting its strong competitiveness in integrated intelligent driving solutions.
Leapmotor, Momenta, NIO, Valeo, Li Auto, Xiaomi, and Changan ranked fourth through tenth, with shares ranging from 4.1% to 6.6%. Notably, automakers and their in-house teams accounted for six of the top 10 positions, reflecting the relatively focused application scenarios of APA and automakers' growing preference for in-house development to achieve deeper software-hardware integration and differentiated user experiences.
Top HD map suppliers
Amap: 555,183 sets installed, 43.1% market share
Tencent: 194,326 sets installed, 15.1% market share
Langge Technology: 188,567 sets installed, 14.7% market share
NavInfo: 94,440 sets installed, 7.3% market share
Others: 254,250 sets installed, 19.8% market share
In H1 2026, China's high-definition (HD) map market remained highly concentrated, with leading players maintaining a clear advantage. Amap ranked first with 555,183 sets installed and a 43.1% market share, far ahead of the competition. Tencent and Langge Technology followed with 194,326 sets (15.1%) and 188,567 sets (14.7%), respectively, forming a closely matched second tier. NavInfo ranked fourth with 94,440 sets and a 7.3% share.
The four leading map providers collectively accounted for 80.2% of the market, highlighting the high level of concentration. Overall, Amap continued to benefit from its first-mover and ecosystem advantages, while the competition between Tencent and Langge Technology remained a key focus of the market.
Top Suppliers of high precision positioning system
ASENSING: 986,038 sets installed, 35.1% market share
Huawei Technologies: 362,275 sets installed, 12.9% market share
Xiaomi: 183,770 sets installed, 6.5% market share
GEESPACE: 182,477 sets installed, 6.5% market share
MCT: 169,724 sets installed, 6.0% market share
Others: 925,702 sets installed, 32.9% market share
In H1 2026, China's passenger vehicle highprecision positioning market showed a "one clear leader and multiple strong players" competitive landscape. ASENSING ranked first with 986,038 sets installed and a 35.1% market share, maintaining a clear lead. Huawei Technologies followed with 362,275 sets and a 12.9% share, highlighting the strong deployment capabilities of leading technology companies in integrated positioning solutions.
Xiaomi, GEESPACE, and MCT ranked third through fifth with market shares of 6.5%, 6.5%, and 6.0%, respectively, forming a closely matched second tier. Notably, other suppliers collectively accounted for 32.9%, reflecting the significant presence of smaller suppliers and automakers' in-house solutions. Compared with adjacent intelligent driving segments such as HD maps, the high-precision positioning market remains more fragmented, with its competitive landscape yet to fully consolidate.
