ADAS Component Revenue from Top-11 Tier-1 Suppliers will almost double by 2020 as ADAS Content per Vehicle rises

ADAS content per vehicle, i.e. the fitment of radars, cameras, ultrasonics and other components necessary for driver assistance and higher levels of autonomy, will rise significantly in major car markets driven by changes in safety regulation and rating, competition to offer higher levels of autonomy and lower cost of sensors.

Auto2x expects that in 2020, 42 models capable of Level 3 autonomy (TJP, HP) and 94 models with Level 2 (TJA, CA) –mostly as optional equipment – will be offered in Europe, despite the regulatory hurdles of the latter.

What is more, ADAS Content per Vehicle in 2020 will range from €489 for Level 2, with 17 sensors per car, to €960-2,100 for Level 3 depending on the usage of lidar or not as sensor set redundancy.

Suppliers are well-positioned to monetise the strong demand for ADAS components

We assess that the manufacturers of these components and systems for ADAS and Automated Driving, are well-positioned to monetise the strong demand from carmakers and new entrants.
Already, Top ADAS Tier-1s such as Bosch, Continental, Aptiv and Autoliv, have recorded billions of ADAS Order Intake in the Annual Reports while they continue to invest to increase production capacity and shorten time-to-market.

ADAS penetration rates in new cars will increase significantly over the next 5 years 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.

Our research 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.

2019 marks the transition to Highly-automated vehicles 

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

In Europe, EuroNCAP extentsto protect for Cyclists in the 2018 rating, while changes in scoring push OEMs to offer either TSR or LKA as standards- on top of LDW and City and Pedestrian AEB.

In the U.S, 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 2015-17 and how they will develop over the next 3 years.

Table of Contents

1. Executive Summary (5 pages)

1. ADAS Suppliers’ ranking by ADAS revenues: 2015-2020
2. Suppliers’ ranking in ADAS Sensors in Europe, USA and China in 2017
3. ADAS Suppliers’ ranking in Europe in 2017: Leaders by key sensors: radar, camera
4. ADAS Suppliers’ ranking in radar and Lidar: Europe 2017 vs 2020
5. Snapshot of the ADAS market revenues from Top-11 Suppliers in 2020

2. Safety regulation, competition & consumer demand create opportunities for ADAS Suppliers (9 pages)

4. Leading suppliers of ADAS hardware components: analysis, portfolio & key figures (44 pages)   

1. APTIV
   1. Aptiv’s ADAS revenues
   2. Aptiv’s competitive position in ADAS
   3. Aptiv’s outlook in ADAS by 2020
2. Bosch
   1. Bosch’s key figures on revenues, sales and production of ADAS sensors
   2. Bosch’s competitive position in ADAS: components and customers
   3. Bosch’s outlook in ADAS for 2017-2020
3. Continental
   1. Continental’s key ADAS figures: revenues, sensor sales and production
   2. Continental’s ADAS portfolio: components and features
   3. Continental’s competitive position in ADAS
   4. Continental’s outlook in ADAS by 2020
4. Denso
   1. Denso’s key ADAS figures
   2. Denso’s competitive position in ADAS
   3. Denso’s outlook in ADAS by 2020
5. Hella
   1. Hella’s key ADAS figures and sensors
   2. Hella’s competitive position and outlook in ADAS for 2016-20
6. Hitachi
   1. Hitachi’s key ADAS figures and sensors
   2. Hitachi’s outlook in ADAS by 2020
7. Magna
   1. Magna’s ADAS revenues and portfolio of sensors and features
   2. Magna’s competitive position in ADAS sensors in Europe and USA
   3. Magna’s strategy & outlook in ADAS by 2020
8. Mobileye
   1. Mobileye’s ADAS revenues and portfolio of sensors and features
9. Valeo
   1. Valeo’s key figures on revenues and sales of ADAS sensors
   2. Valeo’s competitive position and outlook in the ADAS market
10. Veoneer (Ex-Autoliv)
    1. Veoneer’s key ADAS figures: revenues and sales of ADAS sensors
    2. Veoneer’s ADAS portfolio: components and features
    3. Veoneer’s competitive position in Europe
    4. Veoneer’s strategy and outlook in ADAS by 2020
11. Zenuity
12. ZF
    1. ZF’s ADAS revenues and portfolio of sensors and features
    2. ZF’s competitive position & outlook in ADAS by 2020

5. ADAS Suppliers’ Ranking in 2020 & Sensor outlook (10 pages)

For more information on this report, including sample pages and full Table of Contents, please contact us on (+44) (0)20 3286 4562 or using Contact us form