Foreign Tier 1 ADAS Suppliers Industry Research Report 2025

Description

Research on Overseas Tier 1 ADAS Suppliers: Three Paths for Foreign Enterprises to Transfer to NOA

Foreign Tier 1 ADAS suppliers are obviously lagging behind in the field of NOA.

In 2024, Aptiv (2.6%) and ZF (2.1%) only had single-digit shares in the Chinese L2 and above market, and Tier 1 suppliers such as Bosch, Continental, and Denso accounted for less than 1% each.

According to ResearchInChina, there are three core paths for foreign Tier 1 ADAS suppliers to transfer to the NOA market: strengthening local research in China, establishing joint ventures with local companies, and investing in and integrating the technologies of local ADAS companies.

Core Path 1: Strengthen local research in China

The core of the local independent R&D strategy of foreign Tier 1 ADAS suppliers suppliers in China is to practice the concept of "in China, for China". They can establish independent R&D teams in China and grant them greater autonomy to independently develop NOA technologies suitable for the Chinese market based on China's unique traffic scenarios, driving habits and regulatory requirements. This path emphasizes technological independence and localized innovation.

Bosch, Aptiv, etc. follow this path. Aptiv takes "thorough localization" as its goal, comprehensively improves the supporting capabilities of the local supply chain, and has planned and prepared data centers and test centers in China. Bosch China has implemented urban NOA and plans to achieve global export of mapless NOA in 2026.

Bosch's latest achievement is the "Bosch ADAS Solution - Premium Edition". To accelerate the implementation of NOA technology, Bosch adopts the strategy of "phased mass production + localized adaptation + continuous iteration". The dual Orin-X solution was mass-produced at the end of 2023, and the mapless urban end-to-end function was launched in early 2025. The Orin-Y solution will be mass-produced in Q3 2025 to further expand its capabilities. At the same time, it is targeted at the Chinese market, covering complex road conditions in 20 cities, available in highways, viaducts, and urban scenarios, with functions being continuously optimized through OTA updates.

Bosch's NOA solution is equipped with dual Orin-X chips to provide 508TOPS of computing power. In the perception layer, it integrates 5 radars, 11 8-megapixel high-definition cameras, a forward lidar and 12 ultrasonic radars to achieve accurate detection up to 300 meters away.

The Premium Edition of the Bosch ADAS Solution covers all scenarios from urban areas to highways, with functions such as point-to-point assistance, ALC, AOT and APA. It is worth noting that Bosch ensures the reliability and safety of the system under extreme conditions through multiple redundant designs (such as multi-sensor fusion, dual controllers, and braking and steering control of dual motors and dual power supplies) at the perception, decision-making and actuation levels.

Although Bosch's independent R&D requires huge investment and a long cycle, the results are remarkable. It not only successfully launched NOA products that meet the needs of the Chinese market and obtained mass production orders, but more importantly, it rebuilt a complete and self-evolving R&D system in China. This frees it from dependence on the global headquarters and enables it to compete with local Chinese rivals on the same starting line.

Core Path 2: Develop NOA solutions with local Chinese companies

Continental is a typical example of this path.

Horizon Continental Technology, a joint venture between Continental and Horizon Robotics, launched Astra, a all-scenario assisted driving system. The solution aims to transfer advanced NOA functions from high-end models to the mainstream new energy vehicle market in the price range from RMB150,000 to RMB200,000, so as to achieve large-scale deployment.

Astra targets the mid-to-high-end market. At the hardware level, it adopts the basic configuration of "11 cameras + 1 radar" (supporting lidar expansion), and is equipped with dual Horizon Journey(R)6M computing platforms to meet the L2+ computing power requirements while achieving cost control.

Functions include urban NOA, highway NOA, autonomous on-ramp and off-ramp, all-scenario parking (HPA, APA) and active safety (AEB, LDW, TLR).

Joint ventures can quickly enter the market and improve localization capabilities. The cooperative R&D model can help foreign Tier 1 suppliers effectively utilize local resources and make up for their own shortcomings in certain specific areas (such as AI chips, localized algorithms, and data ecology), thereby gaining a place in the rapidly changing Chinese NOA market.

Core Path 3: Invest in and integrate the technologies of local ADAS companies

The typical representative of this path is ZF.

ZF first invested in CalmCar, a local technology startup in China, in 2021 and invested US$150 million in CalmCar's Series C financing as a lead investor. At the 2025 Auto Shanghai, CalmCar not only released its self-developed BEV+Transformer perception system, end-to-end urban NOA system and other core technologies, but also displayed a mass-produced and quasi-mass-produced product matrix covering APA, highway NOA, hardware and software integrated solutions and future mobility services. These core technologies are expected to provide strong support for ZF's NOA technology layout in the future.

ZF, Denso, Hyundai Mobis and other global Tier 1 suppliers have robust financial strength and a broad customer base. They are temporarily lagging behind in the NOA technology competition. In the future, they may acquire Chinese local Tier 1 ADAS suppliers to quickly catch up with market leaders. Companies that can be acquired include Deeproute.ai, PhiGent Robotics, Minieye, etc.

Product Code: WH005

1 Global Traffic Regulations and Development Planning for Assisted Driving

1.1 Laws and Regulations
Global Traffic Regulations for Assisted Driving
The UNECE Automated Lane Keeping System (ALKS) Regulation - Main Test Items
The UNECE Automated Lane Keeping System (ALKS) Regulation - System Safety and Fail-safe Response
The UNECE Automated Lane Keeping System (ALKS) Regulation - Human-machine Interface/Operator Information
The UNECE Automated Lane Keeping System (ALKS) Regulation - Object Detection, Data Storage
Assisted Driving Development Planning in Some Countries/Regions around the World
EU & Europe's Traffic Regulations on Assisted Driving (1)
EU & Europe's Traffic Regulations on Assisted Driving (2)
EU & Europe's Traffic Regulations on Assisted Driving (3)
Germany's Act on Autonomous Driving
The UK Parliament Passed the Automated Vehicles Act 2024
EU & Europe's Assisted Driving Development Plan (1)
EU & Europe's Assisted Driving Development Plan (2)
EU's Assisted Driving Roadmap and Outlook in 2040
U.S. Traffic Regulations on Assisted Driving (1)
U.S. Traffic Regulations on Assisted Driving (2)
U.S. Assisted Driving Development Plan
Japan's Traffic Regulations on Assisted Driving (1)
Japan's Traffic Regulations on Assisted Driving (2)
Japan's Action Plan for Realizing and Popularizing Assisted Driving 4.0 - Classification of Driving Environments for Assisted Vehicles
Japan's Assisted Driving Development Plan (1)
Japan's Assisted Driving Development Plan (2)
Japan's "RoAD to the L4 Project" - Four Themes
Japan Digital Agency Released "Mobility Roadmap 2024"
South Korea's Traffic Regulations on Assisted Driving (1)
South Korea's Traffic Regulations on Assisted Driving (2)
South Korea's Assisted Driving Development Plan
1.2 Global ADAS Market Status and Trends
Global ADAS Market Size
Global ADAS Market Trends and Prospects
Competitive Landscape of Global ADAS Market
ADAS Business Model
Global Governments' Higher Requirements on ADAS Safety
Global ADAS Market Dynamics
Mergers and Acquisitions of Major Tier 1 ADAS Suppliers in Europe and the United States

1.2.1 (Europe)

Status Quo of European ADAS Market
Status Quo of European ADAS Market Segments
Status Quo of European L2+ Market
European ADAS Market Drivers
UN Regulation No. 171 (UN R171) (1)
UN Regulation No. 171 (UN R171) (2)
UN Regulation No. 171 (UN R171) (3)
Regulation-based System Design Transformation
Mainstream European L2 ADAS OEMs - BMW
Mainstream European L2 ADAS OEMs - Mercedes-Benz
Mainstream European L2 ADAS OEMs - Volkswagen
Mainstream European L2 ADAS OEMs - Others
Future Trends and Overseas Strategy of European ADAS

1.2.2 North America

Status Quo and Size of North American ADAS Market
Status Quo of North American ADAS Market Segments
Updates of the U.S. New Car Assessment Program (NCAP)
Summary of NCAP Updates (1)
Summary of NCAP Updates (2)
Summary of NCAP Updates (3)
Mainstream North American L2 ADAS OEMs - Tesla
Mainstream North American L2 ADAS OEMs - GM
Mainstream North American L2 ADAS OEMs - Ford
North American ADAS Market Drivers
Future Trends and Overseas Strategy of North American ADAS

1.2.3 Asia Pacific

Status Quo and Size of Asia-Pacific ADAS Market
Status Quo of Asia-Pacific ADAS Market Segments
Dynamics in Asia-Pacific ADAS Regulations
Mainstream Asia-Pacific L2 ADAS OEMs - Hyundai
Mainstream Asia-Pacific L2 ADAS OEMs - Hyundai - Toyota
Mainstream Asia-Pacific L2 ADAS OEMs - Hyundai - Honda
Asia-Pacific ADAS Market Drivers (excluding China)
Future Trends and Overseas Response of Asia Pacific (excluding China)

2 Development Trends of Products and Solutions of International Tier 1 Suppliers

Financial Performance Comparison of Foreign Tier 1 Suppliers in 2024
Sales Volume of Foreign Tier 1 Suppliers in China, 2023-2025
Strategic Resource Allocation of Foreign Tier 1 Suppliers in China (1)
Strategic Resource Allocation of Foreign Tier 1 Suppliers in China (2)
Comparison of the Latest ADAS Product Matrix (1)
Comparison of the Latest ADAS Product Matrix (2)
Product Trends of Foreign Tier 1 ADAS suppliers
Comparison of the Latest Generation of Front View Cameras (1)
Comparison of the Latest Generation of Front View Cameras (2)
Front View Camera Development Trends of Foreign Tier 1 ADAS Suppliers (1)
Front View Camera Development Trends of Foreign Tier 1 ADAS Suppliers (2)
Comparison of the Latest Generation of Surround View Cameras
Comparison of the Latest Generation of Radar (1)
Comparison of the Latest Generation of Radar (2)
Radar Development Trends of Foreign Tier 1 ADAS Suppliers
Comparison of the Latest Generation of Ultrasonic Radar
Comparison of the Latest Generation of OMS/DMS
Comparison of the Latest Generation of Domain Controllers/Central Computing Platforms (1)
Comparison of the Latest Generation of Domain Controllers/Central Computing Platforms (2)
Domain Controller Development Trends of Foreign Tier 1 ADAS Suppliers
Comparison of the Latest Advanced Assisted Driving Solutions (1)
Comparison of the Latest Advanced Assisted Driving Solutions (2)
Trends of Advanced Assisted Driving Solutions (1)
Trends of Advanced Assisted Driving Solutions (2)
Trends of Advanced Assisted Driving Solutions (3)
Trends of Advanced Assisted Driving Solutions (4)
Difficulties in the Current ADAS Business Development of Foreign Tier 1 Suppliers in China (1)
Difficulties in the Current ADAS Business Development of Foreign Tier 2 Suppliers in China (1)
Advantages of International Tier 1 Suppliers (1)
Advantages of International Tier 1 Suppliers (1)
Strategic Trends of International Tier 1 ADAS Suppliers

3 Development Trends of Products and Solutions of International Tier 1 Suppliers

3.1 Aptiv
- 3.1.1 Overview
Profile
Operation in 2024
Layout in the Field of Assisted Driving
Overall Strategic Layout in China
Localization Strategy in China
Localization Strategy in China (1)
Localization Strategy in China (2)
Localization Strategy in China (3)
Strategic Investment in MAXIEYE
Product Layout in China (1)
Product Layout in China (2)
Product Categories
Assisted Driving Product Layout

3.1.2 Software and Hardware Platforms

Wind River Software Platform
SVA Hardware Platform
Wind River Hypervisor
Wind River RTOS

3.1.3 Camera

A New Generation of Front View Smart Cameras Will Be Developed
Perception Product - Front View Camera
Front View All-in-one Based on Horizon J2

3.1.4 Radar

The Seventh-generation 4D Radar
Perception Product - 4D Front Radar
Perception Product - Corner Radar (1)
Perception Product - Corner Radar (2)
Front View All-in-one and Radar Integrated System
Parking Sensor Integrated Solution

3.1.5 Domain Controller

ZCU Software Architecture
Decision-making Product - Domain Controller/Multi-domain Computing Platform
Cockpit-driving Integrated Domain Controller: Cross-domain Fusion Computing Platform (1)
Cockpit-driving Integrated Domain Controller: Cross-domain Fusion Computing Platform (2)

3.1.6 Solutions

Assisted Driving Solution: Driving-parking Integration
Gen 6 ADAS Platform
Parameters of Gen 6 ADAS Platform
Assisted Driving Solution (Gen 5)
Sensor Fusion Solution of Gen 5 ADAS Solution
Predecessor of ADAS Platform
Assisted Driving Solution: APA
3.2 Bosch
- 3.2.1 Overview
Profile
Operation in 2024
Main Financial Data (2019-2024)
Layout in China
Organizational Architecture Adjustment: Smart Mobility Group
Strategic Layout in China (1)
Strategic Layout in China (2)
Strategic Layout in China (3)
Strategic Layout in China (4)
Strategic Layout in China (5)
Multi-domain Fusion Computing Layout
Strategic Layout in China (6)
Assisted Driving Product Matrix (1)
Assisted Driving Product Matrix (2)
Assisted Driving Partners

3.2.2 End-to-end

Intelligent Driving Algorithm Evolution Planning
DiffVLA
VLP
Based on the End-to-end Development Trend, Bosch Intelligent Driving initiates the Organizational Structure Reform
Mass Production of End-to-end Solutions

3.2.3 Camera

Perception Product - Front View All-in-one
Perception Product - Gen 4 Multifunctional Camera
Perception Product - evo Edition of Gen 3 Multifunctional Camera
Perception Product - Surround View System (1)
Perception Product - Surround View System (2)
Perception Product - Surround View System (3)
Perception Product - DMS
Perception Product - DMS/OMS

3.2.4 Radar

Perception Product - Gen 6 Radar (1)
Perception Product - New Technology of Gen 6 Radar (1)
Perception Product - New Technology of Gen 6 Radar (2)
Perception Product - Gen 6 Corner Radar
Perception Product - Gen 5 Forward Radar: Premium Edition
Perception Product - Gen 5 Forward Radar Industry Chain
Perception Product - Gen 5 Radar: Corner Radar (1)
Perception Product - Gen 5 Radar: Corner Radar (2)
Perception Product - Gen 7 Ultrasonic Sensor
Perception Product - In-cockpit Perception Radar

3.2.5 Domain Controller

Intelligent Cockpit Domain Controller: Gen 1~3 Product Portfolio and Features
Multi-domain Computing Product Layout
Intelligent Cockpit Domain Controller: Product Functions by Version
Gen 2 8295 Cockpit Domain Controller Platform
Gen 2 8295 Cockpit Domain Controller Platform: System Functions and Features
Gen 2 8255 Cockpit Domain Controller Platform
Gen 2 8255 Cockpit Domain Controller Platform: System Functions and Features
Decision-making Product - Domain Controller
Middleware

3.2.6 Assisted Driving Solutions

Assisted Driving Solution - Premium Edition
Assisted Driving Solution - Upgraded Edition
Urban NOA Solution Based on End-to-end Model
Gen 1 Cockpit-driving Integration Solution (1)
Gen 2 Cockpit-driving Integration Solution (1)
AI-CV Intelligent Driving Perception Data Closed-loop Technology
3.3 Continental
- 3.3.1 Overview
Profile
Operation in 2024
AUMOVIO: A New Brand Operated by the Automotive Group Independently
Layout in China (1)
Layout in China (2)
Layout in China (3)
Layout in China (4)
Layout in China (5)
Product Categories
Advanced Assisted Driving Product Layout

3.3.2 Camera

Perception Product - Long-range Satellite Camera
Perception Product - Front View Camera
Perception Product - Rear View Camera (1)
Perception Product - Rear View Camera (2)
Perception Product - Rear View Camera (3)
Perception Product - Surround View System (1)
Perception Product - Hidden Biometric Display Monitoring
Perception Product - DMS (1)
Perception Product - DMS (2)
Perception Product - DMS (3)

3.3.3 Radar
3.3.14 Perception Product - Gen 6 Radar (1)
3.3.14 Perception Product - Gen 6 Radar (2)
3.3.14 Perception Product - Gen 6 Radar (3)

Four Major Technical Features of Gen 6 Radar
Perception Product - Radar
Perception Product - Forward Radar
Perception Product - LiDAR (1)
Perception Product - LiDAR (2)
Perception Product - LiDAR (3)
Perception Product - Ultrasonic Radar
Perception Product - OMS (1)
Perception Product - OMS (2)

3.3.4 Domain Controller

Decision-making Product - Domain Controller
Decision-making Product - Central Computing Platform

3.3.5 Assisted Driving Solutions

Xelve - Scalable ADAS/AD System Settings
Full-stack Solution Based on Ambarella's Chip
Solution - Advanced assisted driving
Solution - APA
Solution - Road Data Solution
Advanced Assisted Driving Technology

3.3.6 Horizon Continental Technology

Horizon Robotics and Continental established a joint venture - Horizon Continental Technology
Market Strategy
Assisted Driving Product
All-scenario Assisted Driving System
High-performance Assisted Driving Solution
3.4 Denso
- 3.4.1 Overview
Profile
Operation in 2024

2025 Mid-term Strategy and 2030 Long-term Strategy

Future Development Strategy - Software-defined Vehicle (SDV)
Future Development Strategy - Software-defined Transformation (SDx)
Digital Transformation Deepening with Supply Chain
Strategic Cooperation with Horizon Robotics in Develop Assisted Driving Products
Strategic Development Plan for ADAS Business
Product Categories
Advanced Assisted Driving Product Layout

3.4.2 Camera

Perception Product - Front View Camera All-in-one
Perception Product - Forward Image Sensor
Perception Product - Stereo Vision Sensor
Perception Product - Front View Camera (1)
Perception Product - Front View Camera (2)

3.4.3 Radar

Perception Product - Radar
Perception Product - Forward Radar
Next-generation LiDAR Platform
Perception Product - LiDAR
Perception Product - Ultrasonic Radar

3.4.4 Assisted Driving Solutions

Concept SDV
Combined Assisted Driving AI Development Platform
Assisted Assisted Driving Development Roadmap
Solution - ADAS
Solution - Advanced Assisted Driving
ADAS - Global Safety Package 3
Layout in the Field of Assisted Assisted Driving
3.5 Hyundai Mobis
- 3.5.1 Overview
Profile
Global Layout
Operation in 2024
Cooperation with MORELITE
Future Strategic Route
2025 Strategy in China
Strategic Planning for the Next-generation Advanced Assisted Driving Product
Product Categories
Advanced Assisted Driving Product Layout

3.5.2 Camera

Perception Product - Front View Camera
Perception Product - Surround View System
Perception Product - DMS
Cockpit Detection System

3.5.3 Radar

Perception Product - Radar (1)
Perception Product - Radar (2)
Perception Product - LiDAR & Ultrasonic Radar

3.5.4 Assisted Driving Solutions

L3 Assisted Driving System
Vehicle-in-the-Loop (VIL) Testing (1)
Vehicle-in-the-Loop (VIL) Testing (2)
Novel Advanced Assisted Driving Rear Safety Technology
Assisted Driving Solution
Solution - Advanced Assisted Driving & APA
Solution - APA
Concept Autonomous Vehicle
Development Plan for Advanced Assisted Driving
3.6 Magna
- 3.6.1 Overview
Profile
Operation in 2024
Acquisition of Veoneer's Active Safety Business
V2V and V2X Development
Strategic Upgrade in China Enables Global Growth of OEMs
Help Chinese Companies Enter the European Market
Strategic Planning for the Field of Advanced Assisted Driving
Product Categories
Advanced Assisted Driving Product Layout

3.6.2 Camera

Perception Product - Gen 5 Monocular Camera
Perception Product - Thermal Sensing Camera
Perception Product - Remote Camera Module
Perception Product - Surround View System
Perception Product - CMS
DMS
Perception Product - DMS

3.6.3 Radar

Perception Product - Imaging Radar
Perception Product - In-vehicle Perception
Perception Product - 4D Forward/Corner Radar
Perception Product - LiDAR & Ultrasonic Radar

3.6.4 Domain Controller

Domain Controller Portfolio
Decision-making Product - Domain Controller & Multi-domain Platform

3.6.5 Assisted Driving Solutions

Next-generation Solution Based on NVIDIA DRIVE AGX Thor SoC
Solution - Advanced Assisted Driving
Solution - APA
3.7 Valeo
- 3.7.1 Overview
Profile
Global Operation in 2024
Upgrade of Guangzhou Huadu Manufacturing Base
Collaboration between Volkswagen and Mobileye
Strategic Upgrade
Strategic Layout in China: Continue to Strengthen Investment and R&D in China
New Trends in Advanced Assisted Driving, 2023~2024
Advanced Assisted Driving Product Matrix (1)
Advanced Assisted Driving Product Matrix (2)

3.7.2 Camera

Perception Product - Thermal Imaging Camera
Perception Product - Front View Camera
Perception Product - Surround View Camera
Perception Product - In-vehicle Monitoring System
Perception Product - DMS
Perception Product - CMS

3.7.3 Radar

Perception Product - Ultrasonic Radar
Perception Product - 4D Imaging Radar
Perception Product - Radar
Perception Product - Generation 3 LiDAR (1)
Perception Product - LiDAR (1)
Perception Product - LiDAR (2)

3.7.4 Domain Controller

ADAS Domain Controller

3.7.5 Solutions

Smart Safety 360
Machine Vision Algorithm
Solution - APA (1)
Solution - APA (2)
Solution - APA (6)
Solution - Advanced Assisted Driving
Autonomous Delivery Vehicle
3.8 ZF
- 3.8.1 Overview
Profile
Operation in 2024
Status Quo in China
Strategic Cooperation in China
Strategic Cooperation with Horizon Robotics
ADAS Turnkey Solution
The Chinese Team Leads the Development of L3 Assisted Driving System
Advanced Assisted Driving Strategy (1)
Advanced Assisted Driving Strategy (2)
Advanced Assisted Driving Strategy (3)
Recent Changes in Business Division Structure
Product Categories
Advanced Assisted Driving Product Layout

3.8.2 Camera

Perception Product - Front View Camera (1)
Perception Product - Front View Camera (2)
Perception Product - Surround View System
Perception Product - OMS

3.8.3 Radar

Perception Product - 4D Forward Radar
Perception Product - Forward Radar
Perception Product - LiDAR & Sound Sensor

3.8.4 Domain Controller

ProAI (1)
ProAI (2)
ProAI (3)
Decision-making Product - Domain Controller & Middleware

3.8.5 Solutions

Solution - The Latest L2 Assisted Driving System
Solution - Highway NOA
Solution (3)
Solution (4)
Solution (5)
Solution (6)
Solution - Advanced Assisted Driving & Driving-parking Integration
3.9 Flextronics
- 3.9.1 Overview
Profile
Operation in 2024
Global Layout
Layout and Strategy in China
Industry 4.0 - Digital Transformation Strategy
Deep Integration of ACES Strategy and Supply Chain Management
Pulse Center
- 3.9.2 Domain Controller
ADAS Domain Controller (1)
ADAS Domain Controller (2)
Advanced Assisted Driving Computing Platform
Cooperation with Horizon Robotics in Developing L2+ Central Domain Controllers
L4 APA Controller in Cooperation with Baidu