상용차 ADAS 시장 : 시장 점유율 분석, 산업 동향 및 통계 데이터, 성장 예측(2026-2031년)

According to Mordor Intelligence, the commercial vehicle ADAS market size was valued at USD 15.60 billion in 2025, and is projected to grow from USD 18.50 billion in 2026 to USD 43.58 billion by 2031, growing at a CAGR of 18.69% from 2026 to 2031.

This report is Segmented by System (Adaptive Cruise Control, Blind Spot Detection, and More), Sensor (Radar, Lidar, and More), Vehicle Type (Light Commercial Vehicles, Medium and Heavy Commercial Vehicles), Distribution Channel (OEM-Fitment, Aftermarket), and Geography (North America, South America, and More). Market Forecasts are Provided in Terms of Value (USD).

Global Commercial Vehicle ADAS Market Trends and Insights

Increasing Road-Safety Regulations

The General Safety Regulation 2022/1426 mandates that all new commercial vehicles in the EU must feature driver-drowsiness alerts, automated braking, and blind-spot detection. This regulation aligns specifications across all 27 EU member states. India follows with AIS-162, AIS-186, and AIS-188 mandates, which took effect in April 2026 for new models and will take effect in October 2026 for existing platforms. These mandates will drive baseline inclusion, even in cost-sensitive segments. China's GB 39901-2025 will extend automatic emergency braking requirements to N1 vans from January 2028. In addition, its autonomous driving code will permit Level 3 operations from July 2027, effectively establishing a progressive performance ladder.. In the United States, NHTSA's proposed heavy-vehicle braking rule is under final review after the 2023 notice-and-comment period. UNECE regulations R131, R152, R171, and R157 provide harmonized technical criteria among signatories, reducing compliance fragmentation and facilitating cross-border fleet deployment.

Technological Advances in Autonomous/ADAS Stacks

Sensor fusion is converging on hybrid radar-camera-LiDAR formats that strike a cost-performance balance. PlusAI's SuperDrive 6.0 compresses a 10-billion-parameter foundation model into a 0.5-billion-parameter edge variant, enabling real-time object classification without cloud latency. Valeo won orders for imaging radar capable of supporting Level 3 highway pilot at 130 km/h, proving that 4D radar can substitute for LiDAR in structured use cases and significantly trim the bill of materials . By 2028, MicroVision's Movia S LiDAR aims to achieve competitive pricing, utilizing 905-nm MEMS scanning modules. This move expands its reach beyond just premium trucks. Early-fusion methods combine raw data from radar, LiDAR, and cameras, enhancing perception but requiring more computing power. In contrast, late fusion reduces latency but risks misalignment between modalities. OEMs are experimenting with both methods to find the right balance between performance and cost.

High Initial ADAS Component Cost

In India and Brazil, a baseline 77-GHz radar and mono-camera suite adds to the price of light trucks, accounting for a small percentage of their ex-factory price. While mechanical spinning LiDAR remains expensive, MicroVision's solid-state roadmap targets significant cost reductions over the next three years. Valeo's imaging radar claims to offer substantial savings in system costs by substituting LiDAR on structured highways. However, fleets are balancing the costs of ADAS with those of electrification and driver training. To ease the financial burden, leasing and insurance-linked financing are converting capital expenditures into operational expenditures. This strategy is helping to maintain momentum in the commercial vehicle ADAS market, even amidst broader economic fluctuations.

Other drivers and restraints analyzed in the detailed report include:

1. Fleet TCO Optimization Mandates
2. Insurance-Telematics-Linked ADAS Incentives
3. Retrofit Complexity for Pre-CAN Vehicles

For complete list of drivers and restraints, kindly check the Table Of Contents.

Segment Analysis

The commercial vehicle ADAS market segment for driver-monitoring systems is projected to expand at a CAGR of 20.05% through 2031, driven by regulatory mandates in the European Union and India. By comparison, adaptive cruise control is expected to account for 26.15% of the commercial vehicle ADAS market share in 2025, although unit margins are declining as the technology becomes commoditized. Automatic emergency braking is mandatory in many UNECE territories, shifting the focus toward perception algorithms with low false-positive rates. Blind-spot detection is gaining traction through retrofit kits, particularly among public transport fleets in the Asia-Pacific. Functions such as park assist and night vision remain niche, as thermal cameras continue to add high cost per truck, limiting adoption beyond premium tour bus segments.

Integrated domain controllers consolidate multiple ADAS functions into a single camera, reducing per-vehicle costs and simplifying over-the-air upgrades. This integration supports the Commercial Vehicle ADAS Market's shift from hardware-based revenue toward software-driven value capture. OEMs are bundling driver monitoring systems with lane-keeping assistance and forward-collision warning, significantly reducing incremental hardware spending.

Radar continues to anchor vehicle perception systems, accounting for 49.05% of the commercial vehicle ADAS market share in 2025. However, LiDAR is expected to register a 19.72% CAGR, reflecting strong growth potential as unit prices fall below USD 200. Imaging radar, which delivers point-cloud depth data, is blurring traditional sensor categories and enabling Level 3 autonomy on structured highways without the need for spinning LiDAR. Cameras remain the most cost-effective modality and are essential for driver monitoring, traffic sign recognition, and object classification. Early fusion of multimodal data improves system robustness in fog and low-light conditions but increases computing costs, creating opportunities for silicon-optimized inference engines.

Declining LiDAR prices will drive adoption of LiDAR from luxury motorcoaches to high-volume medium-duty trucks, expanding the commercial vehicle ADAS market. However, radar spectrum congestion in European metropolitan areas could create opportunities for higher-frequency 140 GHz radar after 2030.

Complete Report Scope:

• By System
  • Adaptive Cruise Control
  • Blind Spot Detection
  • Lane Departure Warning System
  • Automatic Emergency Braking
  • Forward Collision Warning
  • Night Vision System
  • Driver Monitoring
  • Tire-Pressure Monitoring System
  • Head-Up Display
  • Park Assist System
  • Others
• By Sensor
  • Radar
  • LiDAR
  • Ultrasonic
  • Image
  • Others
• By Vehicle Type
  • Light Commercial Vehicles
  • Medium and Heavy Commercial Vehicles
• By Distribution Channel
  • Original Equipment Manufacturer (OEM)-Fitment
  • Aftermarket
• By Geography
  • North America
    • United States
    • Canada
    • Rest of North America
  • South America
    • Brazil
    • Argentina
    • Rest of South America
  • Europe
    • Germany
    • United Kingdom
    • France
    • Italy
    • Spain
    • Rest of Europe
  • Asia-Pacific
    • China
    • Japan
    • India
    • South Korea
    • Australia
    • Rest of Asia-Pacific
  • Middle East and Africa
    • United Arab Emirates
    • Saudi Arabia
    • South Africa
    • Rest of Middle East and Africa

Geography Analysis

Asia-Pacific holds the largest Commercial vehicle ADAS market share at 39.26% and is expanding 18.97% annually. India's December 2025 commercial-vehicle sales rose 24.6% year-on-year to 83,666 units, and April 2026 mandates that ADAS be fitted to every new heavy truck and bus . China's GB 39901-2025 makes automatic braking compulsory on N1 vans by 2028, while its Level 3 framework legalizes partial autonomy from July 2027. The combined scale drives supplier localization, with camera, radar, and LiDAR plants expanding in Anhui, Maharashtra, and Nagoya.

Europe is enforcing tight timelines, driving the adoption of software-defined architectures. By 2028, TRATON's ONE OS aims to unify the truck stacks of MAN, Scania, and International. Meanwhile, IVECO's pilot in Madrid-Zaragoza, operating at Level 4, suggests the region may bypass widespread Level 3 adoption. Eastern Europe's older fleets remain heavily reliant on retrofitting, but weaker enforcement continues to hinder market penetration.

North America awaits NHTSA's final heavy-vehicle braking rule. Still, it is already commercializing Level 4 pilots. Bosch and Kodiak are deploying 100 driverless trucks in the Permian Basin by the end of 2026, demonstrating the potential of controlled-route autonomy ahead of broader deployment. In Canada, long-haul corridors reflect U.S. economic patterns, where maintenance-related downtimes significantly boost the ROI for ADAS. While South America and the Middle East-Africa regions are still in their infancy, Brazil's ambitious infrastructure initiatives and the UAE's aspirations as a logistics hub are paving the way for early experiments. Furthermore, insurance-telematics initiatives offer pay-per-kilometer discounts during active ADAS use, making these systems more affordable.

1. Robert Bosch GmbH
2. Continental AG
3. ZF Friedrichshafen AG
4. Autoliv Inc.
5. Valeo SA
6. Daimler Truck AG
7. Volvo Group
8. MAN Truck & Bus SE
9. HL Mando Corporation
10. Harman International
11. Applied Intuition
12. Imagination Technologies
13. Vignal Group
14. Gauzy Ltd.

Additional Benefits:

• The market estimate (ME) sheet in Excel format
• 3 months of analyst support

TABLE OF CONTENTS

1 Introduction

• 1.1 Study Assumptions & Market Definition
• 1.2 Scope of the Study

2 Research Methodology

3 Executive Summary

4 Market Landscape

• 4.1 Market Overview
• 4.2 Market Drivers
  • 4.2.1 Increasing Road-Safety Regulations
  • 4.2.2 Technological Advances in Autonomous/ADAS Stacks
  • 4.2.3 Fleet TCO Optimization Mandates
  • 4.2.4 Insurance-Telematics-Linked ADAS Incentives
  • 4.2.5 EU Driver-Monitoring Mandate Post-2026
  • 4.2.6 Standardized Retrofit Kits for Legacy Fleets
• 4.3 Market Restraints
  • 4.3.1 High Initial ADAS Component Cost
  • 4.3.2 Retrofit Complexity for Pre-CAN Vehicles
  • 4.3.3 Urban Radar-Spectrum Congestion
  • 4.3.4 Driver Disengagement and Skills Gap
• 4.4 Value / Supply-Chain Analysis
• 4.5 Supplier Landscape
• 4.6 Regulatory Landscape
• 4.7 Technological Outlook
• 4.8 Porter's Five Forces
  • 4.8.1 Threat of New Entrants
  • 4.8.2 Bargaining Power of Suppliers
  • 4.8.3 Bargaining Power of Buyers
  • 4.8.4 Threat of Substitutes
  • 4.8.5 Competitive Rivalry

5 Market Size & Growth Forecasts (Value (USD))

• 5.1 By System
  • 5.1.1 Adaptive Cruise Control
  • 5.1.2 Blind Spot Detection
  • 5.1.3 Lane Departure Warning System
  • 5.1.4 Automatic Emergency Braking
  • 5.1.5 Forward Collision Warning
  • 5.1.6 Night Vision System
  • 5.1.7 Driver Monitoring
  • 5.1.8 Tire-Pressure Monitoring System
  • 5.1.9 Head-Up Display
  • 5.1.10 Park Assist System
  • 5.1.11 Others
• 5.2 By Sensor
  • 5.2.1 Radar
  • 5.2.2 LiDAR
  • 5.2.3 Ultrasonic
  • 5.2.4 Image
  • 5.2.5 Others
• 5.3 By Vehicle Type
  • 5.3.1 Light Commercial Vehicles
  • 5.3.2 Medium and Heavy Commercial Vehicles
• 5.4 By Distribution Channel
  • 5.4.1 Original Equipment Manufacturer (OEM)-Fitment
  • 5.4.2 Aftermarket
• 5.5 By Geography
  • 5.5.1 North America
    • 5.5.1.1 United States
    • 5.5.1.2 Canada
    • 5.5.1.3 Rest of North America
  • 5.5.2 South America
    • 5.5.2.1 Brazil
    • 5.5.2.2 Argentina
    • 5.5.2.3 Rest of South America
  • 5.5.3 Europe
    • 5.5.3.1 Germany
    • 5.5.3.2 United Kingdom
    • 5.5.3.3 France
    • 5.5.3.4 Italy
    • 5.5.3.5 Spain
    • 5.5.3.6 Rest of Europe
  • 5.5.4 Asia-Pacific
    • 5.5.4.1 China
    • 5.5.4.2 Japan
    • 5.5.4.3 India
    • 5.5.4.4 South Korea
    • 5.5.4.5 Australia
    • 5.5.4.6 Rest of Asia-Pacific
  • 5.5.5 Middle East and Africa
    • 5.5.5.1 United Arab Emirates
    • 5.5.5.2 Saudi Arabia
    • 5.5.5.3 South Africa
    • 5.5.5.4 Rest of Middle East and Africa

6 Competitive Landscape

• 6.1 Market Concentration
• 6.2 Strategic Moves
• 6.3 Market Share Analysis
• 6.4 Company Profiles (Includes Global Level Overview, Market Level Overview, Core Segments, Financials as Available, Strategic Information, Market Rank/Share for Key Companies, Products and Services, SWOT Analysis, and Recent Developments)
  • 6.4.1 Robert Bosch GmbH
  • 6.4.2 Continental AG
  • 6.4.3 ZF Friedrichshafen AG
  • 6.4.4 Autoliv Inc.
  • 6.4.5 Valeo SA
  • 6.4.6 Daimler Truck AG
  • 6.4.7 Volvo Group
  • 6.4.8 MAN Truck & Bus SE
  • 6.4.9 HL Mando Corporation
  • 6.4.10 Harman International
  • 6.4.11 Applied Intuition
  • 6.4.12 Imagination Technologies
  • 6.4.13 Vignal Group
  • 6.4.14 Gauzy Ltd.

7 Market Opportunities & Future Outlook

• 7.1 White-Space & Unmet-Need Assessment