해외 Tier 1 ADAS 공급업체 산업 연구 보고서(2025년)

Research on Overseas Tier 1 ADAS Suppliers: Three Paths for Foreign Enterprises to Transfer to NOA

Foreign Tier 1 ADAS suppliers are obviously lagging behind in the field of NOA.

In 2024, Aptiv (2.6%) and ZF (2.1%) only had single-digit shares in the Chinese L2 and above market, and Tier 1 suppliers such as Bosch, Continental, and Denso accounted for less than 1% each.

According to ResearchInChina, there are three core paths for foreign Tier 1 ADAS suppliers to transfer to the NOA market: strengthening local research in China, establishing joint ventures with local companies, and investing in and integrating the technologies of local ADAS companies.

Core Path 1: Strengthen local research in China

The core of the local independent R&D strategy of foreign Tier 1 ADAS suppliers suppliers in China is to practice the concept of "in China, for China". They can establish independent R&D teams in China and grant them greater autonomy to independently develop NOA technologies suitable for the Chinese market based on China's unique traffic scenarios, driving habits and regulatory requirements. This path emphasizes technological independence and localized innovation.

Bosch, Aptiv, etc. follow this path. Aptiv takes "thorough localization" as its goal, comprehensively improves the supporting capabilities of the local supply chain, and has planned and prepared data centers and test centers in China. Bosch China has implemented urban NOA and plans to achieve global export of mapless NOA in 2026.

Bosch's latest achievement is the "Bosch ADAS Solution - Premium Edition". To accelerate the implementation of NOA technology, Bosch adopts the strategy of "phased mass production + localized adaptation + continuous iteration". The dual Orin-X solution was mass-produced at the end of 2023, and the mapless urban end-to-end function was launched in early 2025. The Orin-Y solution will be mass-produced in Q3 2025 to further expand its capabilities. At the same time, it is targeted at the Chinese market, covering complex road conditions in 20 cities, available in highways, viaducts, and urban scenarios, with functions being continuously optimized through OTA updates.

Bosch's NOA solution is equipped with dual Orin-X chips to provide 508TOPS of computing power. In the perception layer, it integrates 5 radars, 11 8-megapixel high-definition cameras, a forward lidar and 12 ultrasonic radars to achieve accurate detection up to 300 meters away.

The Premium Edition of the Bosch ADAS Solution covers all scenarios from urban areas to highways, with functions such as point-to-point assistance, ALC, AOT and APA. It is worth noting that Bosch ensures the reliability and safety of the system under extreme conditions through multiple redundant designs (such as multi-sensor fusion, dual controllers, and braking and steering control of dual motors and dual power supplies) at the perception, decision-making and actuation levels.

Although Bosch's independent R&D requires huge investment and a long cycle, the results are remarkable. It not only successfully launched NOA products that meet the needs of the Chinese market and obtained mass production orders, but more importantly, it rebuilt a complete and self-evolving R&D system in China. This frees it from dependence on the global headquarters and enables it to compete with local Chinese rivals on the same starting line.

Core Path 2: Develop NOA solutions with local Chinese companies

Continental is a typical example of this path.

Horizon Continental Technology, a joint venture between Continental and Horizon Robotics, launched Astra, a all-scenario assisted driving system. The solution aims to transfer advanced NOA functions from high-end models to the mainstream new energy vehicle market in the price range from RMB150,000 to RMB200,000, so as to achieve large-scale deployment.

Astra targets the mid-to-high-end market. At the hardware level, it adopts the basic configuration of "11 cameras + 1 radar" (supporting lidar expansion), and is equipped with dual Horizon Journey(R)6M computing platforms to meet the L2+ computing power requirements while achieving cost control.

Functions include urban NOA, highway NOA, autonomous on-ramp and off-ramp, all-scenario parking (HPA, APA) and active safety (AEB, LDW, TLR).

Joint ventures can quickly enter the market and improve localization capabilities. The cooperative R&D model can help foreign Tier 1 suppliers effectively utilize local resources and make up for their own shortcomings in certain specific areas (such as AI chips, localized algorithms, and data ecology), thereby gaining a place in the rapidly changing Chinese NOA market.

Core Path 3: Invest in and integrate the technologies of local ADAS companies

The typical representative of this path is ZF.

ZF first invested in CalmCar, a local technology startup in China, in 2021 and invested US$150 million in CalmCar's Series C financing as a lead investor. At the 2025 Auto Shanghai, CalmCar not only released its self-developed BEV+Transformer perception system, end-to-end urban NOA system and other core technologies, but also displayed a mass-produced and quasi-mass-produced product matrix covering APA, highway NOA, hardware and software integrated solutions and future mobility services. These core technologies are expected to provide strong support for ZF's NOA technology layout in the future.

ZF, Denso, Hyundai Mobis and other global Tier 1 suppliers have robust financial strength and a broad customer base. They are temporarily lagging behind in the NOA technology competition. In the future, they may acquire Chinese local Tier 1 ADAS suppliers to quickly catch up with market leaders. Companies that can be acquired include Deeproute.ai, PhiGent Robotics, Minieye, etc.

Table of Contents

1 Global Traffic Regulations and Development Planning for Assisted Driving

• 1.1 Laws and Regulations
• Global Traffic Regulations for Assisted Driving
• The UNECE Automated Lane Keeping System (ALKS) Regulation - Main Test Items
• The UNECE Automated Lane Keeping System (ALKS) Regulation - System Safety and Fail-safe Response
• The UNECE Automated Lane Keeping System (ALKS) Regulation - Human-machine Interface/Operator Information
• The UNECE Automated Lane Keeping System (ALKS) Regulation - Object Detection, Data Storage
• Assisted Driving Development Planning in Some Countries/Regions around the World
• EU & Europe's Traffic Regulations on Assisted Driving (1)
• EU & Europe's Traffic Regulations on Assisted Driving (2)
• EU & Europe's Traffic Regulations on Assisted Driving (3)
• Germany's Act on Autonomous Driving
• The UK Parliament Passed the Automated Vehicles Act 2024
• EU & Europe's Assisted Driving Development Plan (1)
• EU & Europe's Assisted Driving Development Plan (2)
• EU's Assisted Driving Roadmap and Outlook in 2040
• U.S. Traffic Regulations on Assisted Driving (1)
• U.S. Traffic Regulations on Assisted Driving (2)
• U.S. Assisted Driving Development Plan
• Japan's Traffic Regulations on Assisted Driving (1)
• Japan's Traffic Regulations on Assisted Driving (2)
• Japan's Action Plan for Realizing and Popularizing Assisted Driving 4.0 - Classification of Driving Environments for Assisted Vehicles
• Japan's Assisted Driving Development Plan (1)
• Japan's Assisted Driving Development Plan (2)
• Japan's "RoAD to the L4 Project" - Four Themes
• Japan Digital Agency Released "Mobility Roadmap 2024"
• South Korea's Traffic Regulations on Assisted Driving (1)
• South Korea's Traffic Regulations on Assisted Driving (2)
• South Korea's Assisted Driving Development Plan
• 1.2 Global ADAS Market Status and Trends
• Global ADAS Market Size
• Global ADAS Market Trends and Prospects
• Competitive Landscape of Global ADAS Market
• ADAS Business Model
• Global Governments' Higher Requirements on ADAS Safety
• Global ADAS Market Dynamics
• Mergers and Acquisitions of Major Tier 1 ADAS Suppliers in Europe and the United States
• 1.2.1 (Europe)
• Status Quo of European ADAS Market
• Status Quo of European ADAS Market Segments
• Status Quo of European L2+ Market
• European ADAS Market Drivers
• UN Regulation No. 171 (UN R171) (1)
• UN Regulation No. 171 (UN R171) (2)
• UN Regulation No. 171 (UN R171) (3)
• Regulation-based System Design Transformation
• Mainstream European L2 ADAS OEMs - BMW
• Mainstream European L2 ADAS OEMs - Mercedes-Benz
• Mainstream European L2 ADAS OEMs - Volkswagen
• Mainstream European L2 ADAS OEMs - Others
• Future Trends and Overseas Strategy of European ADAS
• 1.2.2 North America
• Status Quo and Size of North American ADAS Market
• Status Quo of North American ADAS Market Segments
• Updates of the U.S. New Car Assessment Program (NCAP)
• Summary of NCAP Updates (1)
• Summary of NCAP Updates (2)
• Summary of NCAP Updates (3)
• Mainstream North American L2 ADAS OEMs - Tesla
• Mainstream North American L2 ADAS OEMs - GM
• Mainstream North American L2 ADAS OEMs - Ford
• North American ADAS Market Drivers
• Future Trends and Overseas Strategy of North American ADAS
• 1.2.3 Asia Pacific
• Status Quo and Size of Asia-Pacific ADAS Market
• Status Quo of Asia-Pacific ADAS Market Segments
• Dynamics in Asia-Pacific ADAS Regulations
• Mainstream Asia-Pacific L2 ADAS OEMs - Hyundai
• Mainstream Asia-Pacific L2 ADAS OEMs - Hyundai - Toyota
• Mainstream Asia-Pacific L2 ADAS OEMs - Hyundai - Honda
• Asia-Pacific ADAS Market Drivers (excluding China)
• Future Trends and Overseas Response of Asia Pacific (excluding China)

2 Development Trends of Products and Solutions of International Tier 1 Suppliers

• Financial Performance Comparison of Foreign Tier 1 Suppliers in 2024
• Sales Volume of Foreign Tier 1 Suppliers in China, 2023-2025
• Strategic Resource Allocation of Foreign Tier 1 Suppliers in China (1)
• Strategic Resource Allocation of Foreign Tier 1 Suppliers in China (2)
• Comparison of the Latest ADAS Product Matrix (1)
• Comparison of the Latest ADAS Product Matrix (2)
• Product Trends of Foreign Tier 1 ADAS suppliers
• Comparison of the Latest Generation of Front View Cameras (1)
• Comparison of the Latest Generation of Front View Cameras (2)
• Front View Camera Development Trends of Foreign Tier 1 ADAS Suppliers (1)
• Front View Camera Development Trends of Foreign Tier 1 ADAS Suppliers (2)
• Comparison of the Latest Generation of Surround View Cameras
• Comparison of the Latest Generation of Radar (1)
• Comparison of the Latest Generation of Radar (2)
• Radar Development Trends of Foreign Tier 1 ADAS Suppliers
• Comparison of the Latest Generation of Ultrasonic Radar
• Comparison of the Latest Generation of OMS/DMS
• Comparison of the Latest Generation of Domain Controllers/Central Computing Platforms (1)
• Comparison of the Latest Generation of Domain Controllers/Central Computing Platforms (2)
• Domain Controller Development Trends of Foreign Tier 1 ADAS Suppliers
• Comparison of the Latest Advanced Assisted Driving Solutions (1)
• Comparison of the Latest Advanced Assisted Driving Solutions (2)
• Trends of Advanced Assisted Driving Solutions (1)
• Trends of Advanced Assisted Driving Solutions (2)
• Trends of Advanced Assisted Driving Solutions (3)
• Trends of Advanced Assisted Driving Solutions (4)
• Difficulties in the Current ADAS Business Development of Foreign Tier 1 Suppliers in China (1)
• Difficulties in the Current ADAS Business Development of Foreign Tier 2 Suppliers in China (1)
• Advantages of International Tier 1 Suppliers (1)
• Advantages of International Tier 1 Suppliers (1)
• Strategic Trends of International Tier 1 ADAS Suppliers

3 Development Trends of Products and Solutions of International Tier 1 Suppliers

• 3.1 Aptiv
  • 3.1.1 Overview
• Profile
• Operation in 2024
• Layout in the Field of Assisted Driving
• Overall Strategic Layout in China
• Localization Strategy in China
• Localization Strategy in China (1)
• Localization Strategy in China (2)
• Localization Strategy in China (3)
• Strategic Investment in MAXIEYE
• Product Layout in China (1)
• Product Layout in China (2)
• Product Categories
• Assisted Driving Product Layout
• 3.1.2 Software and Hardware Platforms
• Wind River Software Platform
• SVA Hardware Platform
• Wind River Hypervisor
• Wind River RTOS
• 3.1.3 Camera
• A New Generation of Front View Smart Cameras Will Be Developed
• Perception Product - Front View Camera
• Front View All-in-one Based on Horizon J2
• 3.1.4 Radar
• The Seventh-generation 4D Radar
• Perception Product - 4D Front Radar
• Perception Product - Corner Radar (1)
• Perception Product - Corner Radar (2)
• Front View All-in-one and Radar Integrated System
• Parking Sensor Integrated Solution
• 3.1.5 Domain Controller
• ZCU Software Architecture
• Decision-making Product - Domain Controller/Multi-domain Computing Platform
• Cockpit-driving Integrated Domain Controller: Cross-domain Fusion Computing Platform (1)
• Cockpit-driving Integrated Domain Controller: Cross-domain Fusion Computing Platform (2)
• 3.1.6 Solutions
• Assisted Driving Solution: Driving-parking Integration
• Gen 6 ADAS Platform
• Parameters of Gen 6 ADAS Platform
• Assisted Driving Solution (Gen 5)
• Sensor Fusion Solution of Gen 5 ADAS Solution
• Predecessor of ADAS Platform
• Assisted Driving Solution: APA
• 3.2 Bosch
  • 3.2.1 Overview
• Profile
• Operation in 2024
• Main Financial Data (2019-2024)
• Layout in China
• Organizational Architecture Adjustment: Smart Mobility Group
• Strategic Layout in China (1)
• Strategic Layout in China (2)
• Strategic Layout in China (3)
• Strategic Layout in China (4)
• Strategic Layout in China (5)
• Multi-domain Fusion Computing Layout
• Strategic Layout in China (6)
• Assisted Driving Product Matrix (1)
• Assisted Driving Product Matrix (2)
• Assisted Driving Partners
• 3.2.2 End-to-end
• Intelligent Driving Algorithm Evolution Planning
• DiffVLA
• VLP
• Based on the End-to-end Development Trend, Bosch Intelligent Driving initiates the Organizational Structure Reform
• Mass Production of End-to-end Solutions
• 3.2.3 Camera
• Perception Product - Front View All-in-one
• Perception Product - Gen 4 Multifunctional Camera
• Perception Product - evo Edition of Gen 3 Multifunctional Camera
• Perception Product - Surround View System (1)
• Perception Product - Surround View System (2)
• Perception Product - Surround View System (3)
• Perception Product - DMS
• Perception Product - DMS/OMS
• 3.2.4 Radar
• Perception Product - Gen 6 Radar (1)
• Perception Product - New Technology of Gen 6 Radar (1)
• Perception Product - New Technology of Gen 6 Radar (2)
• Perception Product - Gen 6 Corner Radar
• Perception Product - Gen 5 Forward Radar: Premium Edition
• Perception Product - Gen 5 Forward Radar Industry Chain
• Perception Product - Gen 5 Radar: Corner Radar (1)
• Perception Product - Gen 5 Radar: Corner Radar (2)
• Perception Product - Gen 7 Ultrasonic Sensor
• Perception Product - In-cockpit Perception Radar
• 3.2.5 Domain Controller
• Intelligent Cockpit Domain Controller: Gen 1~3 Product Portfolio and Features
• Multi-domain Computing Product Layout
• Intelligent Cockpit Domain Controller: Product Functions by Version
• Gen 2 8295 Cockpit Domain Controller Platform
• Gen 2 8295 Cockpit Domain Controller Platform: System Functions and Features
• Gen 2 8255 Cockpit Domain Controller Platform
• Gen 2 8255 Cockpit Domain Controller Platform: System Functions and Features
• Decision-making Product - Domain Controller
• Middleware
• 3.2.6 Assisted Driving Solutions
• Assisted Driving Solution - Premium Edition
• Assisted Driving Solution - Upgraded Edition
• Urban NOA Solution Based on End-to-end Model
• Gen 1 Cockpit-driving Integration Solution (1)
• Gen 2 Cockpit-driving Integration Solution (1)
• AI-CV Intelligent Driving Perception Data Closed-loop Technology
• 3.3 Continental
  • 3.3.1 Overview
• Profile
• Operation in 2024
• AUMOVIO: A New Brand Operated by the Automotive Group Independently
• Layout in China (1)
• Layout in China (2)
• Layout in China (3)
• Layout in China (4)
• Layout in China (5)
• Product Categories
• Advanced Assisted Driving Product Layout
• 3.3.2 Camera
• Perception Product - Long-range Satellite Camera
• Perception Product - Front View Camera
• Perception Product - Rear View Camera (1)
• Perception Product - Rear View Camera (2)
• Perception Product - Rear View Camera (3)
• Perception Product - Surround View System (1)
• Perception Product - Hidden Biometric Display Monitoring
• Perception Product - DMS (1)
• Perception Product - DMS (2)
• Perception Product - DMS (3)
• 3.3.3 Radar
• 3.3.14 Perception Product - Gen 6 Radar (1)
• 3.3.14 Perception Product - Gen 6 Radar (2)
• 3.3.14 Perception Product - Gen 6 Radar (3)
• Four Major Technical Features of Gen 6 Radar
• Perception Product - Radar
• Perception Product - Forward Radar
• Perception Product - LiDAR (1)
• Perception Product - LiDAR (2)
• Perception Product - LiDAR (3)
• Perception Product - Ultrasonic Radar
• Perception Product - OMS (1)
• Perception Product - OMS (2)
• 3.3.4 Domain Controller
• Decision-making Product - Domain Controller
• Decision-making Product - Central Computing Platform
• 3.3.5 Assisted Driving Solutions
• Xelve - Scalable ADAS/AD System Settings
• Full-stack Solution Based on Ambarella's Chip
• Solution - Advanced assisted driving
• Solution - APA
• Solution - Road Data Solution
• Advanced Assisted Driving Technology
• 3.3.6 Horizon Continental Technology
• Horizon Robotics and Continental established a joint venture - Horizon Continental Technology
• Market Strategy
• Assisted Driving Product
• All-scenario Assisted Driving System
• High-performance Assisted Driving Solution
• 3.4 Denso
  • 3.4.1 Overview
• Profile
• Operation in 2024

2025 Mid-term Strategy and 2030 Long-term Strategy

• Future Development Strategy - Software-defined Vehicle (SDV)
• Future Development Strategy - Software-defined Transformation (SDx)
• Digital Transformation Deepening with Supply Chain
• Strategic Cooperation with Horizon Robotics in Develop Assisted Driving Products
• Strategic Development Plan for ADAS Business
• Product Categories
• Advanced Assisted Driving Product Layout
• 3.4.2 Camera
• Perception Product - Front View Camera All-in-one
• Perception Product - Forward Image Sensor
• Perception Product - Stereo Vision Sensor
• Perception Product - Front View Camera (1)
• Perception Product - Front View Camera (2)
• 3.4.3 Radar
• Perception Product - Radar
• Perception Product - Forward Radar
• Next-generation LiDAR Platform
• Perception Product - LiDAR
• Perception Product - Ultrasonic Radar
• 3.4.4 Assisted Driving Solutions
• Concept SDV
• Combined Assisted Driving AI Development Platform
• Assisted Assisted Driving Development Roadmap
• Solution - ADAS
• Solution - Advanced Assisted Driving
• ADAS - Global Safety Package 3
• Layout in the Field of Assisted Assisted Driving
• 3.5 Hyundai Mobis
  • 3.5.1 Overview
• Profile
• Global Layout
• Operation in 2024
• Cooperation with MORELITE
• Future Strategic Route
• 2025 Strategy in China
• Strategic Planning for the Next-generation Advanced Assisted Driving Product
• Product Categories
• Advanced Assisted Driving Product Layout
• 3.5.2 Camera
• Perception Product - Front View Camera
• Perception Product - Surround View System
• Perception Product - DMS
• Cockpit Detection System
• 3.5.3 Radar
• Perception Product - Radar (1)
• Perception Product - Radar (2)
• Perception Product - LiDAR & Ultrasonic Radar
• 3.5.4 Assisted Driving Solutions
• L3 Assisted Driving System
• Vehicle-in-the-Loop (VIL) Testing (1)
• Vehicle-in-the-Loop (VIL) Testing (2)
• Novel Advanced Assisted Driving Rear Safety Technology
• Assisted Driving Solution
• Solution - Advanced Assisted Driving & APA
• Solution - APA
• Concept Autonomous Vehicle
• Development Plan for Advanced Assisted Driving
• 3.6 Magna
  • 3.6.1 Overview
• Profile
• Operation in 2024
• Acquisition of Veoneer's Active Safety Business
• V2V and V2X Development
• Strategic Upgrade in China Enables Global Growth of OEMs
• Help Chinese Companies Enter the European Market
• Strategic Planning for the Field of Advanced Assisted Driving
• Product Categories
• Advanced Assisted Driving Product Layout
• 3.6.2 Camera
• Perception Product - Gen 5 Monocular Camera
• Perception Product - Thermal Sensing Camera
• Perception Product - Remote Camera Module
• Perception Product - Surround View System
• Perception Product - CMS
• DMS
• Perception Product - DMS
• 3.6.3 Radar
• Perception Product - Imaging Radar
• Perception Product - In-vehicle Perception
• Perception Product - 4D Forward/Corner Radar
• Perception Product - LiDAR & Ultrasonic Radar
• 3.6.4 Domain Controller
• Domain Controller Portfolio
• Decision-making Product - Domain Controller & Multi-domain Platform
• 3.6.5 Assisted Driving Solutions
• Next-generation Solution Based on NVIDIA DRIVE AGX Thor SoC
• Solution - Advanced Assisted Driving
• Solution - APA
• 3.7 Valeo
  • 3.7.1 Overview
• Profile
• Global Operation in 2024
• Upgrade of Guangzhou Huadu Manufacturing Base
• Collaboration between Volkswagen and Mobileye
• Strategic Upgrade
• Strategic Layout in China: Continue to Strengthen Investment and R&D in China
• New Trends in Advanced Assisted Driving, 2023~2024
• Advanced Assisted Driving Product Matrix (1)
• Advanced Assisted Driving Product Matrix (2)
• 3.7.2 Camera
• Perception Product - Thermal Imaging Camera
• Perception Product - Front View Camera
• Perception Product - Surround View Camera
• Perception Product - In-vehicle Monitoring System
• Perception Product - DMS
• Perception Product - CMS
• 3.7.3 Radar
• Perception Product - Ultrasonic Radar
• Perception Product - 4D Imaging Radar
• Perception Product - Radar
• Perception Product - Generation 3 LiDAR (1)
• Perception Product - LiDAR (1)
• Perception Product - LiDAR (2)
• 3.7.4 Domain Controller
• ADAS Domain Controller
• 3.7.5 Solutions
• Smart Safety 360
• Machine Vision Algorithm
• Solution - APA (1)
• Solution - APA (2)
• Solution - APA (6)
• Solution - Advanced Assisted Driving
• Autonomous Delivery Vehicle
• 3.8 ZF
  • 3.8.1 Overview
• Profile
• Operation in 2024
• Status Quo in China
• Strategic Cooperation in China
• Strategic Cooperation with Horizon Robotics
• ADAS Turnkey Solution
• The Chinese Team Leads the Development of L3 Assisted Driving System
• Advanced Assisted Driving Strategy (1)
• Advanced Assisted Driving Strategy (2)
• Advanced Assisted Driving Strategy (3)
• Recent Changes in Business Division Structure
• Product Categories
• Advanced Assisted Driving Product Layout
• 3.8.2 Camera
• Perception Product - Front View Camera (1)
• Perception Product - Front View Camera (2)
• Perception Product - Surround View System
• Perception Product - OMS
• 3.8.3 Radar
• Perception Product - 4D Forward Radar
• Perception Product - Forward Radar
• Perception Product - LiDAR & Sound Sensor
• 3.8.4 Domain Controller
• ProAI (1)
• ProAI (2)
• ProAI (3)
• Decision-making Product - Domain Controller & Middleware
• 3.8.5 Solutions
• Solution - The Latest L2 Assisted Driving System
• Solution - Highway NOA
• Solution (3)
• Solution (4)
• Solution (5)
• Solution (6)
• Solution - Advanced Assisted Driving & Driving-parking Integration
• 3.9 Flextronics
  • 3.9.1 Overview
• Profile
• Operation in 2024
• Global Layout
• Layout and Strategy in China
• Industry 4.0 - Digital Transformation Strategy
• Deep Integration of ACES Strategy and Supply Chain Management
• Pulse Center
  • 3.9.2 Domain Controller
• ADAS Domain Controller (1)
• ADAS Domain Controller (2)
• Advanced Assisted Driving Computing Platform
• Cooperation with Horizon Robotics in Developing L2+ Central Domain Controllers
• L4 APA Controller in Cooperation with Baidu