ADAS Supplier Rankings & Market Shares: Aptiv, Bosch, Continental, others

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  • Publication date: September 2021
  • Number of pages: 98
  • Number of tables: 67
  • Number of graphs: 82
  • Word count: 30,187

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Description

ADAS Suppliers are poised for growth in the 2020s as car safety mandates and rising demand for convenience features push for partial or full automation of driving scenarios. Learn how Top-ADAS Suppliers will monetize the favourable environment for growth of Advanced Driver Assistance Systems over the next decade.

  1. APTIV,
  2. Bosch,
  3. Continental,
  4. Denso,
  5. Hella
  6. Magna,
  7. Mobileye,
  8. Hitachi
  9. Valeo
  10. Veoneer
  11. ZF

This report examines the rankings and market shares of ADAS sensor suppliers in 2015-20.

ADAS Component Revenue from Top-11 Tier-1s will almost double between 2018 and 2020

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.

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 for redundancy.

Auto2x expects that in 2022, 42 models capable of Level 3 autonomy (Traffic Jam Pilot, Highway Pilot) and 108 models with Level 2 (Traffic Jam Assist, Cruise Assist) –mostly as optional equipment -will be offered in Europe, as the regulatory hurdles gradually clear away.

Since many carmakers don’t manufacture ADAS features or sensors in-house, they rely on suppliers who are the leading manufacturers and distributors of components and features.

Auto2x assessed that the Top-3 ADAS Suppliers, Continental, Bosch and Valeo, collectively recorded ADAS revenues of €6.13 billion in 2019, up 29.4% from 2018. The majority of these revenues come from the sales of ADAS sensors.

The leading 11 ADAS Suppliers will experience average ADAS revenue growth of CAGR 21.2% between 2018 and 2020 which will lead to changes in the global Ranking-by-ADAS Revenue.

Auto2x

In 2019, Bosch sales of driver assistance systems rose by 12% to around €2 billion. Apart from the leaders, other ADAS suppliers with smaller market shares in ADAS saw a substantial increase in ADAS business in the last 2 years. Bosch, the world’s largest supplier by automotive revenue, saw revenues down by 7.9% in 2020 to €71.6 Billion from €77.7Bn in 2019, according to its preliminary figures.

In 2019, ZF’s Electronics & ADAS division recorded sales of €1,848 million, up 10.9% from 2019 (€1.67 billion), according to their 2019 Annual report. The division accounted for 5% of ZF’s total sales. The main driver for the growth in ADAS was the rising demand for camera-based ADAS.

Supercomputers & Lidar fueled new growth for ADAS Suppliers

ADAS sensors such as cameras and radar for cruising, parking, and safety ADAS still account for the majority of ADAS sales for major Tier-1s. ADAS suppliers introduced new functionalities in 2020, such as Bosch’s new MPC3 video camera with AI-based object detection.

But 2020 also saw new business lines grow in order intake, among them supercomputers and lidar.

  • In December 2020 Bosch announced they received more than €2.5 Billion worth of orders for vehicle super-computers for automated driving in 2020. Its central computers have been on the roads since 2019 to reduce the complexity of electronic systems. Bosch expects that vehicle super-computers will become a multi-billion market growing to €20Bn by 2030. The company claims its vehicle computers will increase computing power in vehicles by a factor of 1,000 by the start of the next decade enabling autonomous driving, electrification, and connectivity.
  • ZF announced new contracts won in Domain ECU (in million units).
  • According to the current TOP500 list of the world’s most powerful computer systems, Continental’s new supercomputer occupies the top spot in the automotive industry.

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

Already, Top ADAS Tier-1s such as Bosch, Continental and Aptiv, have recorded billions in ADAS Order Intake while they continue to invest to increase production capacity and shorten time-to-market. To close the technological gap and accelerate time-to-market, partnerships and synergies gain momentum to share costs and knowledge.

Major Automotive Suppliers aim to secure their position as leading providers of automated driving solutions. They are also looking to become providers of Mobility solutions and focus on Software and AI. These forces sparked a strong uptake in the re-organization of ADAS segments of major Suppliers in 2020.

  • Bosch: To capitalize on the market opportunity for Automated Driving Software, Bosch created a new division called Cross-Domain Computing Solutions, which started operation in Jan’21. The division pulls together the company’s software experts.
  • Continental: New structure started in Jan’20 with the Chassis & Safety division transforming to the Autonomous Mobility & Safety (AMS) under the Automotive Technologies Group
  • ZF Group’s structure was adjusted as of January 1, 2019, with the Active & Passive Safety Technology Division divided into three Divisions: Passive Safety Systems, Active Safety Systems, and Electronics and ADAS.

Our report examines the portfolio, strategy and roadmap of leading ADAS Suppliers to deliver:

  1. Rankings and Market shares by ADAS Component Revenue in 2015-2020 (€);
  2. Ranking by ADAS-to-Automotive Revenue;
  3. 2017 market shares in 77/24GHz radar, camera, Lidar, ultrasonics in major markets;
  4. Competitive assessment & outlook for 2020;
  5. Market shares of ADAS Suppliers in sales of L3 radar and Lidar in Europe in 2020.

Our Tier-1 Supplier Ranking by ADAS revenues (EUR Bn) includes: Aptiv, Bosch, Continental, Denso, Hella, Hitachi, Magna, Mobileye, Valeo, Veoneer and ZF. However, the companies examined include:

AdasWorks Harman International Industries Renesas Electronics Corporation
Aisin Seiki Co Hella KGaA Hueck & Co Takata Corporation
Ambarella Inc. Hitachi Automotive Systems Texas Instruments
Autoliv Hyundai Mobis TRW Automotive
Bosch Group Infineon Technologies AG Valeo SA
Continental AG Magna International Inc. Vector Informatik
Delphi Automotive Systems LLC Mobileye N.V Velodyne LiDAR, Inc.
Denso Corporation NVIDIA Visteon
Freescale Semiconductors OmniVision Technologies Wabco
Gentex Corporation Panasonic Corporation ZF Group (incl. ZF TRW)
Green Hills Software QNX

 

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
  1. Safety regulation & competition create opportunities for ADAS Suppliers (9 pages)
    1. ADAS penetration is rising in key car markets enhancing safety & convenience
    2. Changes in safety requirements push ADAS into standard equipment
    3. ADAS are not exclusive to the premium car segment any more
    4. As the auto industry shifts from HW to SW, suppliers tailor their strategy to lead the ADAS market
    5. Learn why suppliers are well-positioned to monetize ADAS growth
    6. Challenges for ADAS suppliers
  1. Rankings & market shares of ADAS component Suppliers in 2015-18 & ‘20 (17 pages)
    1. Ranking of suppliers by Automotive Revenue during 2015-17
    2. Ranking of suppliers by total ADAS revenue between 2015 & 2018 & Forecast up to 2020
      1. Learn which Suppliers have recorded the stronger ADAS revenue growth during 2015-17
      2. Suppliers’ Shares in combined Top-11 ADAS Revenue in 2016-17
    3. ADAS-to-Automotive Revenue in 2015-18 & 2020 for leading Suppliers
    4. Ranking of Leading Tier-1s by ADAS Sensor in Europe in 2017
      1. ADAS sensor technology overview in 2017 by leading supplier
      2. Forward-looking radar at 77GHz for ACC & TJA features
      3. Corner radar at 24GHz for Blind Spot Monitoring
      4. Front-facing camera for AEB, LDW and LKA features
      5. Infrared camera for Night Vision systems
      6. Driver monitoring camera
      7. Lidar for Collision Avoidance redundancy
      8. Ultrasonics
    5. Ranking of Leading Tier-1s by radar and camera in China in 2017
      1. Forward-looking Radar shares in China in 2017
      2. Front-facing Camera shares by leading Tier-1s in China 2017
    6. Ranking of Leading Tier-1s by radar, camera and ultrasonics in the U.S in 2017
      1. Radar shares in USA in 2017: front & corner
      2. Front-facing Camera shares by leading Tier-1s in USA 2017
      3. Supplier shares in Ultrasonics in USA in 2017
  1. Leading ADAS suppliers: analysis, portfolio & key figures (44 pages)
    1. Aptiv (ex-Delphi Automotive)
      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 2016-2020
    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’s Electronics Segment)
      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
  1. ADAS Suppliers’ Ranking in 2020 & ADAS Sensor outlook (10 pages)    
    1. Forecast of ADAS suppliers’ revenues in 2020
    2. ADAS-to-Automotive Revenue Forecast for major Suppliers in 2020
    3. ADAS & Automated Driving adoption outlook up to 2025
    4. OEM & Supplier Consortiums for L3-5 platforms, AMoD and HD maps
    5. Outlook for ADAS radar, camera, Lidar, and ultrasonic components
      1. Lidar forecast up to 2020 in passenger cars
      2. ADAS sensor outlook up to 2020
    6. Overview of the ADAS component supplier ecosystem: Tier-1s, 2s and their portfolio