Rankings of smart cockpit component suppliers in China (Jan.-Sept. 2025): Technology upgrades accelerate

From January to September 2025, the Chinese automotive smart cockpit component market has seen increasing concentration, localization, and technological upgrades. China's local suppliers are leading key areas like cockpit domain controller, HUD, AR-HUD, and smart speech solution, with Desay SV dominating cockpit domain controller, integrated center console display, and  integrated LCD instrument cluster. Foryou Multimedia leads both HUD and AR-HUD, while iFLYTEK maintains its top position in smart speech solution. Though Qualcomm still leads in cockpit domain controller chips, Chinese chip manufacturers have made significant market share gains.

Meanwhile, the adoption of AR-HUD and large screens is accelerating, with competition intensifying as Tier 1 suppliers, tech firms, and emerging players drive the market towards clearer technology layers, deeper ecosystem integration, and more differentiated innovations, fueling growth in the smart cockpit sector.

Top cockpit domain controller suppliers

Desay SV: 1,052,822 sets installed, 15.8% market share

Bosch: 607,121 sets installed, 9.1% market share

ECARX: 467,967 sets installed, 7.0% market share

PEGATRON/Quanta (Tesla): 434,063 sets installed, 6.5% market share

Autolink: 409,426 sets installed, 6.2% market share

Megatronix: 387,017 sets installed, 5.8% market share

Huawei Technologies: 378,485 sets installed, 5.7% market share

Honeycomb Electronics: 369,317 sets installed, 5.6% market share

Foryou General Electronics: 359,014 sets installed, 5.4% market share

HARMAN: 323,625 sets installed, 4.9% market share

From January to September 2025, the cockpit domain control market grew rapidly, with Desay SV leading at 1.05 million sets (15.8% market share). Bosch followed with 9.1%, forming the top tier. Companies like ECARX, PEGATRON/Quanta (Tesla), and Autolink were in the second tier, with 6-7% market share. Huawei Technologies, Honeycomb Electronics, and Foryou General Electronics were in close competition, showing a fierce tech vs. Tier 1 battle.

Overall, as the penetration of cockpit domain controller increases and the demand for integration and intelligence accelerates, leading suppliers leverage scale and technology to dominate. China's local suppliers are gaining more influence, while international Tier 1s, tech companies, and new players drive the industry towards greater efficiency and intelligence. The market is concentrated but becoming increasingly diverse and competitive.

Top brands of smart cockpit domain controller chip

Qualcomm: 5,007,683 units installed, 73.8% market share

AMD: 440,414 units installed, 6.5% market share

Huawei Technologies: 403,355 units installed, 5.9% market share

SiEngine: 373,016 units installed, 5.5% market share

Renesas Electronics: 172,236 units installed, 2.5% market share

SemiDrive: 125,478 units installed, 1.8% market share

Samsung Semiconductor: 76,701 units installed, 1.1% market share

MediaTek: 75,431 units installed, 1.1% market share

Texas Instruments: 58,334 units installed, 0.9% market share

Intel: 14,477 units installed, 0.2% market share

From January to September 2025, the cockpit domain control chip market showed a pattern of Qualcomm leading with over 5 million units installed (73.8% market share), solidifying its dominant position. The technological and scale advantages in this field remained significant. Notably, China's local players such as Huawei Technologies, SiEngine, and SemiDrive steadily increased their market share, demonstrating the technological breakthroughs and growth potential of Chinese chipmakers in the automotive domain control chip sector.

Overall, Qualcomm's dominance is unlikely to be challenged short-term, but rapid progress in Chinese chips' installation and technology is making the path to domestic substitution in cockpit domain control chips clear and promising. As China's local manufacturers strengthen, market competition will diversify, and the industry will evolve towards greater innovation and vitality.

Top HUD suppliers

Foryou Multimedia: 662,556 sets installed, 22.8% market share

New Vision: 373,151 sets installed, 12.8% market share

DENSO: 347,933 sets installed, 12.0% market share

E-LEAD: 274,193 sets installed, 9.4% market share

FUTURUS: 247,672 sets installed, 8.5% market share

Huawei Technologies: 222,336 sets installed, 7.7% market share

FinDreams Precision: 204,402 sets installed, 7.0% market share

Continental AG: 166,865 sets installed, 5.7% market share

Hefei Jiangcheng Technology: 148,752 sets installed, 5.1% market share

Crystal-Optech: 139,228 sets installed, 4.8% market share

From January to September 2025, the HUD market displayed strong leadership and diverse competition. Foryou Multimedia led the pack with 662,556 sets installed (22.8% share). New Vision and DENSO followed closely, with intensifying competition among the top players. E-LEAD and FUTURUS competed in the 8%-10% range. China's local players like Huawei Technologies and FinDreams Precision competed alongside traditional Tier 1 suppliers like Continental AG, reflecting the market's diversity.

As competition in automotive displays intensifies, HUD is a core feature of smart cockpits. Suppliers must advance in AR-HUD, ecosystem integration, and mass delivery. The industry shows diverse competition: local players like Foryou Multimedia build agile, localized ecosystems; Tier 1 suppliers like DENSO focus on technical barriers; and tech giants like Huawei innovate through HarmonyOS integration. These efforts drive HUD toward smarter, more competitive solutions, fueling industry growth.

Top AR-HUD suppliers

Foryou Multimedia: 227,602 sets installed, 22.3% market share

Huawei Technologies: 222,336 sets installed, 21.8% market share

E-LEAD: 213,080 sets installed, 20.9% market share

Crystal-Optech: 139,228 sets installed, 13.7% market share

New Vision: 59,268 sets installed, 5.8% market share

FinDreams Precision: 55,762 sets installed, 5.5% market share

FUTURUS: 34,982 sets installed, 3.4% market share

Hirain Technologies: 23,704 sets installed, 2.3% market share

Hefei Jiangcheng Technology: 18,681 sets installed, 1.8% market share

LG Electronics: 9,437 sets installed, 0.9% market share

From January to September 2025, the AR-HUD market was dominated by a "top-heavy, domestically led" competitive landscape. Foryou Multimedia, Huawei Technologies, and E-LEAD held over 65% of the market. Crystal-Optech ranked fourth with 13.7%, standing out in optical innovation and cost control. New Vision and FinDreams Precision focused on niche applications and ecosystem collaboration. The trend of China's local substitution became increasingly clear, with mass production capabilities and cost control serving as key competitive factors.

Top suppliers of integrated center console display

Desay SV: 2,758,483 sets installed, 17.6% market share

BYD: 2,464,860 sets installed, 15.7% market share

HSAE: 1,214,967 sets installed, 7.7% market share

Foryou General Electronics: 902,815 sets installed, 5.8% market share

BICV: 686,255 sets installed, 4.4% market share

Panasonic: 650,280 sets installed, 4.1% market share

Innolux: 639,015 sets installed, 4.1% market share

HIWAY: 557,496 sets installed, 3.6% market share

FULSCIENCE: 485,006 sets installed, 3.1% market share

Lens Technology: 434,063 sets installed, 2.8% market share

From January to September 2025, the integrated center console display became a standard feature in vehicle cockpits, with Chinese local suppliers clearly led the market. Desay SV remained at the top with 2,758,483 sets installed (17.6% share), consolidating its leadership. BYD followed with a 15.7% market share, demonstrating the strong supply-chain capabilities of OEMs. Together, the two accounted for over 33% of the market, forming a "domestic duopoly" in center console display integration.

Local players such as HSAE, Foryou General Electronics, and BICV held 4%–8% market share, while international brands like Panasonic and Innolux, along with emerging Chinese companies such as HIWAY and FULSCIENCE, added to the competition. The trend of China's local substitution remained strong, with mass production capabilities and cost control serving as key advantages.

Top suppliers of integrated LCD instrument cluster

Desay SV: 1,704,223 sets installed, 11.5% market share

Tianyouwei: 1,282,468 sets installed, 8.7% market share

Continental AG: 1,155,531 sets installed, 7.8% market share

DENSO: 1,143,151 sets installed, 7.7% market share

Foryou General Electronics: 1,125,630 sets installed, 7.6% market share

Visteon: 1,027,242 sets installed, 6.9% market share

BYD: 897,362 sets installed, 6.1% market share

HSAE: 699,633 sets installed, 4.7% market share

Li-Long Technology: 458,444 sets installed, 3.1% market share

LG Electronics: 447,645 sets installed, 3.0% market share

From January to September 2025, the integrated LCD instrument cluster market showed a "leading head, domestic and international competition" pattern. Desay SV took the lead with   1,704,223 sets installed (11.5% market share). Tianyouwei followed closely, with China's local companies continuing to demonstrate strength in mass production and market penetration. Continental AG, DENSO, and Foryou General Electronics competed fiercely in the 7%-8% market share range, highlighting the diverse competition in both technology and market strategies in the LCD instrument cluster sector.

Overall, the industry shows high concentration but diverse competition. China's local players like Desay SV, Tianyouwei, and Foryou General Electronics continue to break through in installation scale and market share, effectively competing with international Tier 1s like Continental AG, DENSO, and Visteon. This competitive landscape accelerates the technological iteration and adoption of high-definition LCD instrument clusters, reflecting the strong growth potential of domestic supply chains in key smart cockpit configurations.

Top smart speech solution suppliers

iFLYTEK: 5,821,513 sets installed, 41.5% market share

AISpeech: 2,953,580 sets installed, 21.1% market share

Cerence: 1,921,903 sets installed, 13.7% market share

Baidu: 1,009,717 sets installed, 7.2% market share

DreamSmart: 788,438 sets installed, 5.6% market share

Tesla: 434,063 sets installed, 3.1% market share

VW-Mobvoi: 271,853 sets installed, 1.9% market share

Xiaomi EV: 266,240 sets installed, 1.9% market share

Megatronix: 136,252 sets installed, 1.0% market share

XPENG: 134,471 sets installed, 1.0% market share

From January to September 2025, the automotive voice market was dominated by China's local players. iFLYTEK led the pack with 5,821,513 sets installed (41.5% share). AISpeech followed with 21.1%, and together, they accounted for over 62%. Cerence, Baidu, and DreamSmart competed in the 5%-14% range, while Tesla, Xiaomi EV, and XPENG had shares below 5%. Overall, technology iteration and scene adaptation were key factors, with domestic substitution remaining strong and domestic suppliers continuing to lead market growth.