Chinese suppliers have strengthened their hold on the country's advanced driver assistance system (ADAS) component market, with domestic firms taking more than 90% of the air suspension segment and four local lidar makers controlling over 95% of that market, according to new installation rankings for January-August 2026 from Gasgoo Auto Research Institute, as reported by D1EV.
In the air suspension category, Konghui Technology led with 379,850 units installed, a 33.6% share, followed closely by Baolong Technology with 346,391 units (30.7%) and Tuopu Group with 297,447 units (26.3%). The three Chinese companies together accounted for more than 90% of installations, squeezing legacy foreign suppliers such as Vibracoustic, which fell to just 3.2% of the market. Air suspension, once reserved for premium models, is now moving down to mainstream mid-to-high-end vehicles as new-energy cars demand better ride comfort and adjustable chassis, the report said.
Lidar and camera competition intensifies
In lidar, Hesai Technology topped the ranking with 1,094,789 units (33.6%), just ahead of Huawei with 1,055,637 units (32.4%). Innovusion and RoboSense followed with 15.0% and 14.4% shares respectively. The market has shifted from single forward-facing main lidar to multi-radar setups that add blind-spot sensors, improving full-surround perception for higher-level autonomous driving, the institute noted. Competition now centres on cost control, automotive-grade reliability and algorithm integration, where local firms benefit from close ties to Chinese automakers.
The driving ADAS segment remains fragmented, with BYD leading at 917,857 installations (10.3%), followed by Bosch at 818,942 (9.2%) and Denso at 803,844 (9.0%). The list mixes self-developing automakers and tech firms like BYD and Huawei with traditional international Tier-1 suppliers such as Bosch, Denso and ZF, plus Chinese startups including Freetech, Momenta and Jingwei Hirain. Competition is moving beyond basic adaptive cruise control and Level 2 assistance toward NOA (navigation on autopilot) mass production, integrated parking and driving functions, and cockpit-driving fusion architectures, the report said.
In front-view cameras, Sunny Optical's Smart Eye unit led with 924,178 installations (10.4%), ahead of Bosch at 839,020 (9.4%) and Denso at 796,507 (8.9%). BYD Semiconductor took fifth place with 474,516 units (5.3%), while O-Film and Freetech also ranked in the top eight. The data underscores how domestic substitution has spread from sensing hardware to algorithm integration, positioning services and chassis actuation, reshaping competition around NOA deployment and full-stack self-development capabilities.
