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Rankings and market shares of Top Tier-1 ADAS Suppliers in 2015 and forecast 2016-2020

ADAS penetration rates are expected to increase significantly due to regulation, safety rating systems, lower cost of sensors or implementation. Rising penetration will boost revenues for automotive suppliers and contribute significantly to their profitability. This report examines the rankings and market shares of ADAS hardware component suppliers (radar, cameras, Lidar, ultrasonic sensors) in 2014-15 by ADAS revenues and provides forecasts for 2016-2020.


London, May 2016

Over the next 5 years, ADAS penetration rates in new cars are expected to increase significantly driven primarily by changes in safety rating scoring and lower cost of sensors or implementation. Leading automotive suppliers expect that this will boost their revenues from ADAS and contribute significantly to their profitability as software plays an increasingly important role in the automotive industry.

This report examines the rankings and market shares of ADAS hardware component suppliers (radar, cameras, Lidar, ultrasonic sensors) in 2014-15 by ADAS revenues and provides forecasts for 2016-2020.

2017 is the year of transition from Level 2 (Partially) to Level 3 (Highly automated) vehicles 

Today, mid-way through 2016, Level 2 driving and parking features are available on the road from leading premium brands BMW (2017MY 7-series), Mercedes-Benz (2017MY E-class) and Tesla (Model S and X). What is more, both Volvo and Audi offer L2 driving features-but only Level 1 parking features- which enable convenience but require that the driver is ”always in the loop”, i.e. constantly monitoring the road and ready to take control immediately.

However, 2017 will see Audi becoming the first to introduce Level 3 driving features, which enable the vehicle to take control of steering, accelerating/braking, as well as monitoring the road. Therefore, the driver can be distracted but needs to be awake or alert to back-up the system. Also, by 2020, advanced car markets, such as Europe, North America and Japan, will have transitioned to Level 3 and the first C-segment car with L3 will be unveiled.

As OEMs race in the autonomous arena and ADAS evolve from discrete single-function systems, such as ACC and LDW, to integrate multiple functions (ACC+LDW+X) new challenges and market opportunities arise. OEMs need Tier 1s’ expertise to deliver innovative features. We assess that during this period, leading ADAS suppliers will be the ones to benefit the most from the transition towards AVs and SDCs.

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Changes in safety rating scoring, as well as new safety requirements, push car OEMs to fit ADAS as standard equipment

In Europe, changes to the allocation of points in the Safety Assist category of Euro NCAP’s rating scheme push OEMs to offer more ADAS as standard equipment in order to achieve and maintain high safety ratings. Apart from the extension of VRU AEB to protect for Cyclists in the 2018 EuroNCAP, changes in scoring push OEMs to offer either TSR or LKA as standards-on top of LDW and City and Pedestrian AEB.

Since many carmakers don’t design and manufacture ADAS features in-house, or more importantly, the cameras and radars for these features, they rely on automotive suppliers who are the leading manufacturers and distributors of ADAS components and features. Leading ADAS suppliers already offer multi-sensor ADAS with sensor fusion to meet the requirements of the stricter Euro NCAP’s 2020 Roadmap.

In the US, rear-visibility requirements coming into force in May 2018 require the installation of rear-view cameras in all vehicles to reduce back-over fatalities. What is more, rear pedestrian autobrake requirements by the NHTSA for the 2018 US NCAP push OEMs to develop new ADAS strategies.

ADAS are becoming cheaper and L1 features not exclusive to the premium car segment any more

Technological developments in ADAS, such as sensor fusion, economies of scale and system integration enable price reduction in ADAS.This has enabled safety and convenience ADAS features to expand to the mid and low-end car segments, particularly in safety-oriented Europe.

For example, Mercedes offers its whole Driver assistance package in the UK, which includes L1-L2 driving and parking features, for less than £2,000.

Carmakers and suppliers face the challenge of reducing production cost while increasing performance and complexity

However, ADAS suppliers face a series of important challenges which threaten their profitability from ADAS. Despite the increasing software complexity and requirements for greater computing power, ADAS suppliers need to achieve a healthy ‘’performance to cost ratio’’ in order for these technologies to reach mass-market adoption. New ADAS architectures and further collaborations with Tier 1s are expected in order to overcome these massive challenges.

Read this report to get an understanding of their rankings and market shares in 2015 and how they will develop over the next 5 years.

ford-fusion-with-lidar

The list of companies examined for our ranking by ADAS revenues in 2014-15 includes:

  • AdasWorks
  • Aisin Seiki
  • Ambarella
  • Autoliv
  • Bosch
  • Continental
  • Delphi
  • Denso
  • Freescale Semiconductors
  • Gentex
  • Green Hills Software
  • Harman
  • Hella
  • Hitachi Automotive Systems
  • Hyundai Mobis
  • Infineon Technologies
  • Magna
  • Mobileye
  • NVIDIA
  • OmniVision
  • Panasonic
  • QNX
  • Renesas Electronics
  • Takata
  • Texas Instruments
  • Toshiba
  • Valeo
  • Vector
  • Velodyne LiDar
  • Wabco
  • ZF Group (ZF TRW)

ADAS components

Table of Contents

1. Rankings & market shares of ADAS component suppliers in 2015

  1. Read about the opportunities for suppliers in the ADAS market during 2015-2020
    1. Learn why suppliers are well-positioned to monetise ADAS growth
  2. Overview of the ADAS component supplier ecosystem: Tier-1s, 2s and their portfolio
  3. Ranking of suppliers by automotive revenue in 2015
  4. Ranking of suppliers by total ADAS revenue in 2014 and 2015
    1. ADAS revenue as percentage of automotive revenue in 2015
    2. Market shares of ADAS suppliers by total ADAS revenues in 2015
  5. ADAS sensor technology overview in 2015 by leading supplier: radars, cameras, Lidar, ultrasonic, sensor fusion, and processors
  6. Timeline of major news & developments in the ADAS market in 2014-15: regulation, M&A, mapping, initiatives and partnerships

2. Leading suppliers of ADAS hardware components: analysis, portfolio & key figures    

  1. Autoliv
    1. Autoliv’s key figures on revenues and sales of ADAS sensors
    2. Autoliv’s ADAS portfolio: components and features
    3. Autoliv’s competitive position and outlook in ADAS for 2016-2020
  2. Bosch
    1. Bosch’s key figures on revenues, sales and production of ADAS sensors
    2. Bosch’s ADAS portfolio: components and features
    3. Bosch’s competitive position and outlook in ADAS for 2016-2020
  3. Continental
    1. Continental’s key figures on revenues, sales and production of ADAS sensors
    2. Continental’s ADAS portfolio: components and features
    3. Continental’s competitive position and outlook in ADAS for 2016-2020
  4. Delphi
    1. Delphi’s key figures on ADAS revenues and sales of ADAS sensors
    2. Delphi’s ADAS portfolio: components and features
    3. Delphi’s competitive position and outlook in ADAS for 2016-2020
  5. Denso
    1. Denso’s key figures on revenues, sales and production of ADAS sensors
    2. Denso’s ADAS portfolio: components and features
  6. Hella
    1. Hella’s key figures on revenues, sales and production of ADAS sensors
    2. Hella’s ADAS portfolio: components and features
    3. Hella’s competitive position and outlook in ADAS for 2016-2020
  7. Valeo
    1. Valeo’s key figures on revenues, sales and production of ADAS sensors
    2. Valeo’s ADAS portfolio: components and features
    3. Valeo’s competitive position and outlook in ADAS for 2016-2020
  8. Other companies in the ADAS marketplace

3. ADAS market forecast 2016-2020 and ranking of suppliers by ADAS revenues in 2020                

  1. ADAS penetration in key geographies 2016-2020: roadmap of adoption
    1. Average ADAS feature penetration forecast 2014 & 2020 in key car markets (UK, Germany, North America, Japan, Asia-Pacific excl. Japan)
    2. ACC, AEB, FCW, LA-LDW, and PA penetration forecast 2014 & 2020 in key car markets
  2. ADAS sensor revenue forecast 2016 & 2020: radar, camera, Lidar, and ultrasonic
  3. Forecast of ADAS suppliers’ revenues in 2020

4. Conclusions & recommendations         

  1. Key findings from our research
  2. Read about the winning strategies in the ADAS marketplace

For more information on this report, including sample pages and full Table of Contents, please contact us on (+44) (0)20 3286 4562, info@auto2xtech.com.


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