To become the global leader in the autonomous driving market, the Chinese government has paved the way for its automotive industry to leapfrog and develop autonomous solutions within the country. This has resulted in domestic original equipment manufacturers (OEMs) developing innovative features such as navigate-on-pilot and other L3/L4 solutions. The development has helped OEMs offer higher ADAS levels in their models while international players offer more mature L1 and L2 solutions.
To tackle this challenge, global OEMs and tier suppliers are formulating new strategies and looking to collaborate with local participants to stay competitive. On the regulatory front, while developed international markets continue to promulgate policies and standards, the Chinese market has been very slow in regulating and adopting the framework. This has hampered the ADAS market growth. The real driving force behind this market is the competition between the local and international car makers seeking to provide superior comfort and convenience.
With 2023–2030 as the study period, the base year is 2023 and the forecast period is 2024–2030. This forecast takes place at the feature level. Frost & Sullivan segments the analysis by level and their corresponding features as follows:
• L0: Blind spot detection, lane departure warning, forward collision warning, front cross traffic alert, rear cross traffic alert, and traffic sign recognition
• L1: Adaptive cruise control, autonomous emergency braking, and lane keep assist
• L2: Highway assist (HA) and automated parking assist II
• L2+: HA and city assist
Author: Kamalesh Mohanarangam
The Impact of the Top 3 Strategic Imperatives on the Chinese Advanced Driver-assistance System ADAS Industry Competitive Intensity
Why
Several new-age original equipment manufacturers (OEMs) have entered the market with feature-rich cars, prompting other OEMs to offer additional features to stay competitive.
Frost Perspective
OEMs are looking to create niches for themselves and are offering innovative solutions in terms of functionality, interiors, features, and overall value. Several OEMs have launched, or are launching, Level 2 (L2+) ADASs.
Disruptive Technologies
Why
Automotive development is shifting from creating hardware-defined products to software-defined products thanks to the emergence of software-defined vehicles (SDVs).
Frost Perspective
SDVs allow OEMs to decouple hardware and software and standardize hardware, while allowing them to implement over-the-air updates during a vehicle’s lifetime.
This development will enable OEMs to offer additional ADAS features while using the same hardware.
Transformative Megatrends
Why
Connected, autonomous, shared, and electric (CASE) convergence is sweeping the automotive industry. The resultant shift in market dynamics is making CASE vehicles a Mega Trend.
Frost Perspective
OEMs are looking to produce cars that conform to the CASE Mega Trend, driving them to build cars that offer comfort and convenient features, including ADAS, automated driving systems, and connectivity. New vehicles will offer ADAS and connectivity features.
Scope of Analysis
The Chinese ADAS market is growing, with many OEMs providing Level 0 (L0) and Level 1 (L1) ADAS features as options in most of their models.
The market for Navigate on Autopilot (NOA) is growing, with some Chinese OEMs offering it under their trademark names.
Competitive intensity will drive ADAS introduction in mass-market vehicles, and later to vehicles in lower segments.
Main Questions This Study Answers
Which ADAS features will OEMs introduce to the Chinese market by the end of the decade?
Which factors will affect ADAS introduction?
What is the penetration of L0 to L2+ ADAS features in the Chinese market?
How big will the market for ADAS features be in 2030?
Which ADASs are OEMs offering?
Major OEMs This Report Includes
BYD | Volkswagen | Toyota |
Changan | Chery | Honda |
Geely | Tesla | MG |
Segmentation
ADAS:
L0
Blind Spot Detection (BSD)
Lane Departure Warning (LDW)
Forward Collision Warning (FCW)
Front Cross Traffic Alert (FCTA)
Rear Cross Traffic Alert (RCTA)
Traffic Sign Recognition (TSR)
L1
Adaptive Cruise Control (ACC)
Autonomous Emergency Braking (AEB)
Lane Keep Assist (LKA)
L2
Highway Assist (HA)
Automated Parking Assist (APA) II
L2+
HA
City Assist (CA)
Competitive Environment
Competitive Environment | Details |
|---|---|
Number of Competitors | >30 OEMs, 5+ technology developers, 10+ system integrators |
Competitive Factors | Value proposition, cost, performance, support, technology, reliability, Tier I supplier relationships, OEM customer relationships, scalability |
Major End-user Industry Verticals | Automotive, mobility, research instruments, information technology, communication |
Leading Competitors | BYD, Volkswagen, Nio, Xpeng, GreatWall, Nio, Changan, BAIC, Li Auto, Mercedes-Benz, Tesla, BMW, Hyundai |
Distribution Structure | Tier II suppliers, technology developers, Tier I suppliers, OEMs |
Key Competitors OEMs
BYD Auto
Volkswagen
Toyota
Changan
Chery
Honda
Geely
Tesla
MG
BMW
Haval
Audi
Nissan
Mercedes-Benz
Wuling
Buick
GAC Aion
GAC
Li Auto
Hongqi
Weichai
Ford
Chevrolet
Hyundai
LYNK & CO
Roewe
Tier I Suppliers
Bosch
Continental
ZF
Valeo
Aptiv
Veoneer
Infineon
Denso
Technology Providers
Mobileye
Nvidia
Yihang.AI
Haomo.AI
DJI
ZongMu
Huawei
Neta
Freetech
HiRain
Why is it Increasingly Difficult to Grow?
The Strategic Imperative 8™
The Impact of the Top 3 Strategic Imperatives on the Chinese Advanced Driver-assistance System (ADAS) Industry
Scope of Analysis
Segmentation
Competitive Environment
Key Competitors
Growth Metrics
Growth Drivers
Growth Restraints
Forecast Considerations
L0 ADAS Features
BSD
Growth Metrics
Volume Forecast
LDW
Growth Metrics
Volume Forecast
FCW
Growth Metrics
Volume Forecast
FCTA
Growth Metrics
Volume Forecast
RCTA
Growth Metrics
Volume Forecast
TSR
Growth Metrics
Volume Forecast
L1 ADAS Features
ACC
Growth Metrics
Volume Forecast
AEB
Growth Metrics
Volume Forecast
LKA
Growth Metrics
Volume Forecast
L2 ADAS Features
HA
Growth Metrics
Volume Forecast
APA II
Growth Metrics
Volume Forecast
L2+ ADAS Features
HA
Growth Metrics
Volume Forecast
CA
Growth Metrics
Volume Forecast
Growth Opportunity 1—Restructuring and Localization
Growth Opportunity 1—Restructuring and Localization (continued)
Growth Opportunity 2—Shift Toward Vision-based Solutions
Growth Opportunity 2—Shift Toward Vision-based Solutions (continued)
Growth Opportunity 3—Focus on Independent Domestic OEMs
Growth Opportunity 3—Focus on Independent Domestic OEMs (continued)
Best Practices Recognition
Frost Radar
Benefits and Impacts of Growth Opportunities
Next Steps
List of Exhibits
List of Exhibits (continued)
Legal Disclaimer
List of Figures- ADAS: Growth Metrics, China, 2023
- ADAS: Growth Drivers, China, 2024–2030
- ADAS: Growth Restraints, China, 2024–2030
- BSD: Growth Metrics, China, 2023
- BSD: Volume Forecast, China, 2023–2030
- LDW: Growth Metrics, China, 2023
- LDW: Volume Forecast, China, 2023–2030
- FCW: Growth Metrics, China, 2023
- FCW: Volume Forecast, China, 2023–2030
- FCTA: Growth Metrics, China, 2023
- FCTA: Volume Forecast, China, 2023–2030
- RCTA: Growth Metrics, China, 2023
- RCTA: Volume Forecast, China, 2023–2030
- TSR: Growth Metrics, China, 2023
- TSR: Volume Forecast, China, 2023–2030
- ACC: Growth Metrics, China, 2023
- ACC: Volume Forecast, China, 2023–2030
- AEB: Growth Metrics, China, 2023
- AEB: Volume Forecast, China, 2023–2030
- LKA: Growth Metrics, China, 2023
- LKA: Volume Forecast, China, 2023–2030
- HA: Growth Metrics, China, 2023
- HA: Volume Forecast, China, 2023–2030
- APA II: Growth Metrics, China, 2023
- APA II: Volume Forecast, China, 2023–2030
- CA: Growth Metrics, China, 2023
- CA: Volume Forecast, China, 2023–2030
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| Deliverable Type | Market Research |
|---|---|
| Author | Kamalesh Mohanarangam |
| Industries | Automotive |
| No Index | No |
| Is Prebook | No |
| Keyword 1 | ADAS Market China |
| Keyword 2 | Advanced Driver Assistance Systems |
| Keyword 3 | Passenger Vehicle Safety |
| List of Charts and Figures | ADAS: Growth Metrics, China, 2023~ ADAS: Growth Drivers, China, 2024–2030~ ADAS: Growth Restraints, China, 2024–2030~ BSD: Growth Metrics, China, 2023~ BSD: Volume Forecast, China, 2023–2030~ LDW: Growth Metrics, China, 2023~ LDW: Volume Forecast, China, 2023–2030~ FCW: Growth Metrics, China, 2023~ FCW: Volume Forecast, China, 2023–2030~ FCTA: Growth Metrics, China, 2023~ FCTA: Volume Forecast, China, 2023–2030~ RCTA: Growth Metrics, China, 2023~ RCTA: Volume Forecast, China, 2023–2030~ TSR: Growth Metrics, China, 2023~ TSR: Volume Forecast, China, 2023–2030~ ACC: Growth Metrics, China, 2023~ ACC: Volume Forecast, China, 2023–2030~ AEB: Growth Metrics, China, 2023~ AEB: Volume Forecast, China, 2023–2030~ LKA: Growth Metrics, China, 2023~ LKA: Volume Forecast, China, 2023–2030~ HA: Growth Metrics, China, 2023~ HA: Volume Forecast, China, 2023–2030~ APA II: Growth Metrics, China, 2023~ APA II: Volume Forecast, China, 2023–2030~ CA: Growth Metrics, China, 2023~ CA: Volume Forecast, China, 2023–2030~ |
| Podcast | No |
| Predecessor | PA13-01-00-00-00 |
| WIP Number | PFK8-01-00-00-00 |
Growth Opportunities in Advanced Driver Assistance Systems for Passenger Vehicles, China, 2023 2030
Stiff Competition from Domestic Players is Driving Transformational Growth by Pushing International OEMs to Offer Higher Levels of ADAS Features
29-Aug-2024
Global
Market Research