The Global ADAS and Autonomous Car Market - 2nd Edition

Table of Contents

List of Figures

Executive Summary

1 Introduction to ADAS and Automated Driving

• 1.1 Definitions and classifications
• 1.2 The history of ADAS and autonomous cars
• 1.3 ADAS functions
• 1.4 The global passenger car market
  • 1.4.1 Passenger cars in use by region
  • 1.4.2 New passenger car registration trends
  • 1.4.3 Battery electric and plug-in hybrid electric vehicle sales
• 1.5 Car manufacturers
  • 1.5.1 Passenger car registrations in Europe by manufacturer
  • 1.5.2 Passenger car registrations in North America by manufacturer
  • 1.5.3 Passenger car registrations in China by manufacturer
  • 1.5.4 Passenger car registrations in Japan by manufacturer
  • 1.5.5 Passenger car and light vehicle registrations in South Korea by manufacturer

2 The ADAS Technology Stack

• 2.1 The Sense-Plan-Act process and AI-based approaches
• 2.2 Sensors
  • 2.2.1 Cameras
  • 2.2.2 Radar
  • 2.2.3 LiDAR
  • 2.2.4 Ultrasonic and infrared sensors
  • 2.2.5 Inertial navigation system
• 2.3 Compute platforms
  • 2.3.1 Compute elements
  • 2.3.2 Integration and deployment of compute elements
• 2.4 The ADAS and automated driving software stack
  • 2.4.1 Perception layer
  • 2.4.2 Sensor fusion layer
  • 2.4.3 Localisation and mapping layer
  • 2.4.4 Motion planning layer
  • 2.4.5 Control layer
• 2.5 Execution and related technologies
  • 2.5.1 Electronic control units
  • 2.5.2 Human machine interfaces
  • 2.5.3 Driver monitoring systems
• 2.6 Connectivity and offboard enablement
  • 2.6.1 Location tracking
  • 2.6.2 Maps
  • 2.6.3 Vehicle-to-Everything (V2X) communications

3 OEM ADAS Offerings

• 3.1 BMW Group
  • 3.1.1 Overview of BMW passenger car models
  • 3.1.2 ADAS offerings
• 3.2 BYD Auto
  • 3.2.1 Overview of BYD passenger car models
  • 3.2.2 ADAS offerings
• 3.3 Changan Motors
  • 3.3.1 Overview of Changan Motors passenger car models
  • 3.3.2 ADAS offerings
• 3.4 Chery Group
  • 3.4.1 Overview of Chery passenger car models
  • 3.4.2 ADAS offerings
• 3.5 Ford Motor Company
  • 3.5.1 Overview of Ford passenger car models
  • 3.5.2 ADAS offerings
• 3.6 Geely
  • 3.6.1 Overview of Geely passenger car models
  • 3.6.2 ADAS offerings
• 3.7 General Motors
  • 3.7.1 Overview of the main GM passenger car brands
  • 3.7.2 ADAS offerings
• 3.8 Great Wall Motor
  • 3.8.1 Overview of Great Wall Motor passenger car models
  • 3.8.2 ADAS offerings
• 3.9 Honda Motor Company
  • 3.9.1 Overview of Honda and Acura passenger car models
  • 3.9.2 ADAS offerings
• 3.10 Hyundai Motor Group
  • 3.10.1 Overview of Hyundai and Kia passenger car models
  • 3.10.2 ADAS offerings
• 3.11 Jaguar Land Rover
  • 3.11.1 Overview of Jaguar Land Rover passenger car models
  • 3.11.2 ADAS offerings
• 3.12 Leapmotor
  • 3.12.1 Overview of Leapmotor passenger car models
  • 3.12.2 ADAS offerings
• 3.13 Li Auto
  • 3.13.1 Overview of Li Auto passenger car models
  • 3.13.2 ADAS offerings
• 3.14 Mazda Motor Corporation
  • 3.14.1 Overview of Mazda passenger car models
  • 3.14.2 ADAS offerings
• 3.15 Mercedes-Benz Group
  • 3.15.1 Overview of Mercedes-Benz passenger car models
  • 3.15.2 ADAS offerings
• 3.16 NIO
  • 3.16.1 Overview of NIO passenger car models
  • 3.16.2 ADAS offerings
• 3.17 Nissan Motor Company
  • 3.17.1 Overview of Nissan and Infiniti passenger car models
  • 3.17.2 ADAS offerings
• 3.18 Renault Group
  • 3.18.1 Overview of Renault and Dacia passenger car models
  • 3.18.2 ADAS offerings
• 3.19 SAIC Motor
  • 3.19.1 Overview of SAIC Motor passenger car models
  • 3.19.2 ADAS offerings
• 3.20 Stellantis
  • 3.20.1 Overview of Stellantis passenger car models
  • 3.20.2 ADAS offerings
• 3.21 Subaru
  • 3.21.1 Overview of Subaru passenger car models
  • 3.21.2 ADAS offerings
• 3.22 Tesla
  • 3.22.1 Overview of Tesla passenger car models
  • 3.22.2 ADAS offerings
• 3.23 Toyota Motor Corporation
  • 3.23.1 Overview of Toyota and Lexus passenger car models
  • 3.23.2 ADAS offerings
• 3.24 Volkswagen Group
  • 3.24.1 Overview of Volkswagen Group passenger car brands and models
  • 3.24.2 Volkswagen Group’s ADAS strategy
  • 3.24.3 Volkswagen’s ADAS offerings
  • 3.24.4 Audi’s ADAS offerings
  • 3.24.5 Porsche’s ADAS offerings
• 3.25 Volvo Cars
  • 3.25.1 Overview of Volvo passenger car models
  • 3.25.2 ADAS offerings
  • 3.25.3 Zenseact
• 3.26 XPeng
  • 3.26.1 Overview of XPeng passenger car models
  • 3.26.2 ADAS offerings

4 Technology Vendors

• 4.1 Tier 1 suppliers
  • 4.1.1 Aptiv
  • 4.1.2 Astemo
  • 4.1.3 Aumovio
  • 4.1.4 Bosch
  • 4.1.5 Denso
  • 4.1.6 Desay SV
  • 4.1.7 Forvia
  • 4.1.8 HL Klemove
  • 4.1.9 Hyundai Mobis
  • 4.1.10 Jingwei HiRain
  • 4.1.11 Magna International
  • 4.1.12 Valeo
  • 4.1.13 ZF Group
• 4.2 Semiconductor solution providers
  • 4.2.1 Advanced Micro Devices (AMD)
  • 4.2.2 Ambarella
  • 4.2.3 Black Sesame Technologies
  • 4.2.4 Horizon Robotics
  • 4.2.5 Infineon
  • 4.2.6 Mobileye
  • 4.2.7 NVIDIA
  • 4.2.8 NXP Semiconductors
  • 4.2.9 Qualcomm
  • 4.2.10 Renesas Electronics
  • 4.2.11 STMicroelectronics
  • 4.2.12 Texas Instruments
• 4.3 ADAS software and integrated driving solution providers
  • 4.3.1 Deeproute.ai
  • 4.3.2 Huawei
  • 4.3.3 Momenta
  • 4.3.4 QCraft
  • 4.3.5 Wayve
  • 4.3.6 WeRide
  • 4.3.7 Zhuoyu Technology (ZYT)
• 4.4 LiDAR providers
  • 4.4.1 Hesai Technology
  • 4.4.2 Innoviz
  • 4.4.3 RoboSense
  • 4.4.4 Seyond
• 4.5 Mapping and navigation platforms
  • 4.5.1 Amap (AutoNavi)
  • 4.5.2 Dynamic Map Platform
  • 4.5.3 HERE Technologies
  • 4.5.4 Mapbox
  • 4.5.5 NavInfo
  • 4.5.6 TomTom

5 Market Forecasts and Trends

• 5.1 Car sales forecast
• 5.2 ADAS passenger car sales forecast
  • 5.2.1 The ADAS passenger car market in EU27+EFTA+UK
  • 5.2.2 The ADAS passenger car market in North America
  • 5.2.3 The ADAS passenger car market in China
  • 5.2.4 The ADAS passenger car market in Japan
  • 5.2.5 The ADAS passenger car market in South Korea
  • 5.2.6 The ADAS passenger car market in RoW
  • 5.2.7 L2+ passenger car sales forecast
  • 5.2.8 Future outlook: Shipments of Level 4 and Level 5 personal vehicles
• 5.3 Market drivers and barriers
  • 5.3.1 Competitive environment
  • 5.3.2 Technology environment
  • 5.3.3 Regulatory environment
  • 5.3.4 Macroeconomic environment
• 5.4 Value chain analysis
  • 5.4.1 Automotive OEMs
  • 5.4.2 Tier 1 system integrators
  • 5.4.3 Semiconductor solution providers
  • 5.4.4 Sensor suppliers
  • 5.4.5 ADAS software and integrated driving solution providers
  • 5.4.6 Mapping and navigation platform vendors
• 5.5 Market trends
  • 5.5.1 OEMs shift focus from L3 to L2+ in the near term
  • 5.5.2 OEMs are expected to experiment with various sensor configurations
  • 5.5.3 End-to-end AI powers advanced ADAS development
  • 5.5.4 NCAP assessment programmes drive demand for ADAS
  • 5.5.5 OTA updates enable continuous ADAS improvement and monetisation
  • 5.5.6 Semiconductor companies move higher up in the value chain
  • 5.5.7 Automotive autonomy companies diversifying into robotics
  • 5.5.8 Automotive OEMs pursue different robotaxi strategies
• 5.6 Mergers and acquisitions

List of Figures

• Figure 1.1: SAE International levels of driving automation
• Figure 1.2: Examples of key ADAS functions
• Figure 1.3: Car park by region (World 2018–2024)
• Figure 1.4: Passenger car density per 1,000 inhabitants (EU27+EFTA+UK 2024)
• Figure 1.5: New car registration data (World 2018–2025)
• Figure 1.6: Top 10 countries by new passenger car and light truck registrations (2025)
• Figure 1.7: Registered highway-capable BEVs and PHEVs (World 2025)
• Figure 1.8: New registrations of highway-capable BEVs and PHEVs (World 2025)
• Figure 1.9: Top 20 passenger car manufacturers by revenues (World 2025)
• Figure 1.10: Passenger car registrations by manufacturer (EU27+EFTA+UK 2025)
• Figure 1.11: Passenger car registrations by manufacturer (North America 2025)
• Figure 1.12: Passenger car registrations by manufacturer (China 2025)
• Figure 1.13: Passenger car registrations by manufacturer (Japan 2025)
• Figure 1.14: Passenger cars and light vehicle registrations by OEM (South Korea 2025)
• Figure 2.1: The Sense-Plan-Act process
• Figure 2.2: Overview of sensors for ADAS in a passenger car
• Figure 2.3: Typical LiDAR 3D depiction integrated with a digital map
• Figure 2.4: Examples of sensors in a passenger car
• Figure 2.5: Overview of the ADAS software stack
• Figure 2.6: Overview of the sensor-fusion architecture for automated driving
• Figure 2.7: Example of an HD map for ADAS
• Figure 2.8: V2X infrastructure overview
• Figure 3.1: Overview of Automotive OEMs’ ADAS offerings (World Q2-2026)
• Figure 3.2: BMW’s ADAS offerings (Germany Q2-2026)
• Figure 3.3: Overview of Changan’s ADAS offerings
• Figure 3.4: Honda Sensing 360+ sensor overview
• Figure 4.1: Overview of the ADAS supplier ecosystem
• Figure 4.2: Overview of Aptiv’s software architecture (2026)
• Figure 4.3: Overview of Aptiv’s hardware architecture (2026)
• Figure 4.4: Forvia’s eMirror solution
• Figure 4.5: Overview of semiconductor solution providers (World Q2-2026)
• Figure 4.6: Ambarella’s CV3-AD family of automated driving domain controllers
• Figure 4.7: Overview of Mobileye’s ADAS and autonomous vehicle platforms (Q1-2026)
• Figure 4.8: QCT revenues by segment (2023–2025)
• Figure 4.9: Qualcomm’s Snapdragon automated driving products (Q1-2026)
• Figure 4.10: Examples of compute and sensor configurations (March 2026)
• Figure 4.11: Hesai Technology’s LiDAR shipment data (World 2023–2025)
• Figure 4.12: The InnovizThree LiDAR
• Figure 4.13: RoboSense’s LiDAR shipment data (World 2024–2025)
• Figure 4.14: HERE Technologies’ ISA Map
• Figure 4.15: TomTom’s ADAS SDK
• Figure 5.1: New car sales, by region (World 2025–2031)
• Figure 5.2: SAE International levels of driving automation
• Figure 5.3: Sales of passenger cars by SAE Level 0–3 (World 2025–2031)
• Figure 5.4: Sales of passenger cars by SAE Level 0–3 (EU27+EFTA+UK 2025–2031)
• Figure 5.5: Sales of passenger cars by SAE Level 0–3 (North America 2025–2031)
• Figure 5.6: Sales of passenger cars by SAE Level 0–3 (China 2025–2031)
• Figure 5.7: Sales of passenger cars by SAE Level 0–3 (Japan 2025–2031)
• Figure 5.8: Sales of passenger cars by SAE Level 0–3 (South Korea 2025–2031)
• Figure 5.9: Sales of passenger cars by SAE Level 0–3 (RoW 2025–2031)
• Figure 5.10: Sales of passenger cars with L2+ functions (World 2025–2031)
• Figure 5.11: M&As in the automated driving industry (2016–2026)