Foreign Tier 1 ADAS Suppliers Industry Research Report 2025
상품코드:1777127
리서치사:ResearchInChina
발행일:2025년 07월
페이지 정보:영문 420 Pages
라이선스 & 가격 (부가세 별도)
한글목차
해외 Tier 1 ADAS 공급업체들은 NOA 분야에서는 분명히 뒤쳐져 있습니다.
2024년 Aptiv(2.6%)와 ZF(2.1%)가 중국 L2 이상 시장에서 한 자릿수 점유율을 차지했고, Bosch, Continental, Denso 등 Tier 1 공급업체는 각각 1% 미만이었습니다.
ResearchInChina에 따르면, 해외 Tier 1 ADAS 공급업체가 NOA 시장에 진입할 수 있는 세 가지 핵심 경로가 있습니다.
핵심 경로 1 : 중국 현지 조사 강화
해외 ADAS Tier 1 공급업체의 중국 현지 독립 R&D 전략의 핵심은 'in China, for China' 개념을 실천하는 것입니다. 중국에 독립적인 연구개발팀을 설립하여 중국 고유의 교통 시나리오, 운전 습관, 규제 요건에 따라 중국 시장에 적합한 NOA 기술을 독자적으로 개발할 수 있는 자율성을 강화할 수 있습니다. 이 경로는 기술적 독립성과 현지에 뿌리를 둔 혁신을 중시하는 경로입니다.
Bosch, Aptiv 등이 이 길을 가고 있습니다. Aptiv는 '철저한 현지화'를 목표로 현지 공급망 지원 능력을 종합적으로 향상시키고, 중국에 데이터센터와 테스트 센터를 계획하고 준비하고 있습니다. 보쉬 차이나는 도시 NOA를 실시하여 2026년 맵리스 NOA의 세계 수출을 달성할 계획입니다.
보쉬의 최신 성과는 'Bosch ADAS Solution-Premium Edition'입니다. NOA 기술 탑재를 가속화하기 위해 보쉬는 '단계적 양산+현지 적응+지속적 반복' 전략을 채택하고 있습니다. 듀얼 Orin-X 솔루션은 2023년 말 양산될 예정이며, 맵리스 시티 엔드투엔드 기능은 2025년 초에 출시될 예정입니다. Orin-Y 솔루션은 2025년 3분기에 양산되어 그 기능을 더욱 확대할 예정입니다. 동시에 중국 시장을 대상으로 20개 도시의 복잡한 도로 상황을 커버하고 고속도로, 고가교, 도시 시나리오에서 사용할 수 있으며, OTA 업데이트를 통해 기능이 지속적으로 최적화됩니다.
Bosch의 NOA 솔루션은 듀얼 Orin-X 칩을 탑재하여 508 TOPS의 연산 능력을 제공합니다. 지각층에서는 5개의 레이더, 11개의 8메가픽셀 고화질 카메라, 전방 LiDAR, 12개의 초음파 레이더를 통합하여 최대 300미터 거리까지 정확하게 감지합니다.
핵심 경로 2 : 중국 현지 기업과의 NOA 솔루션 개발
Continental은 이 길의 전형적인 예입니다.
Continental과 Horizon Robotics의 합작회사인 Horizon Continental Technology는 전 시나리오 지원 운전 시스템인 Astra를 발표했습니다. 이 솔루션은 고급 모델의 고급 NOA 기능을 15만 위안에서 20만 위안의 가격대로 주류 신에너지 자동차 시장으로 이전하여 대규모 보급을 실현하는 것을 목표로 합니다.
핵심 경로 3 : 현지 ADAS 기업의 기술에 투자하고 통합합니다.
이 경로의 대표적인 기업은 ZF입니다.
ZF는 2021년 중국 현지 스타트업인 CalmCar에 처음으로 투자했으며, CalmCar의 Series C 자금 조달에 최고 투자자로서 1억 5,000만 달러를 투자했습니다. 2025 상하이 모터쇼에서 CalmCar는 자체 개발한 BEV+Transformer 인지 시스템, 엔드투엔드 도시 NOA 시스템 등 핵심 기술을 발표했을 뿐만 아니라 APA, 고속도로 NOA, 하드웨어와 소프트웨어 통합 솔루션, 미래 모빌리티 서비스를 아우르는 양산형 및 준양산형 제품 매트릭스를 공개했습니다. 이러한 핵심 기술은 향후 ZF의 NOA 기술 레이아웃을 강력하게 지원할 것으로 예상됩니다.
본 보고서에서는 중국 자동차 산업을 조사 분석하여 국내외 Tier 1 공급업체의 제품 및 솔루션 개발 동향, 세계 ADAS 시장 현황 등의 정보를 제공합니다.
목차
제1장 세계의 교통 규제와 운전 지원 시스템 개발 계획
법률과 규제
세계의 ADAS 시장 현황과 동향
유럽
북미
아시아태평양
제2장 국제 Tier 1 공급업체 제품과 솔루션 개발 동향
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
제3장 국제 Tier 1 공급업체 제품과 솔루션 개발 동향
Aptiv
Bosch
Continental
Denso
Hyundai Mobis
Magna
Valeo
ZF
Flextronics
ksm
영문 목차
영문목차
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
