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

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

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