Wedoany.com Report on Mar 11th, According to the latest installation data for 2025 released by Gasgoo Research Institute, against the backdrop of deep integration of electrification and intelligence in the automotive industry, the competitive landscape in key auto parts sectors such as power batteries, autonomous driving chips, and lidar has begun to take shape. This agglomeration effect is not only a reflection of the industry's increasing maturity but also signals a redistribution of power within the supply chain.
In the field of hardware related to autonomous driving, the annual installation volume of lidar in the Chinese market in 2025 exceeded 3 million units, with Huawei Technologies and Hesai Technology jointly accounting for over 70% of the share. Meanwhile, the dimensions of technological competition in auto parts are evolving. RoboSense took the lead in mass-producing and delivering the EM4, which supports customization up to 2160 lines, in 2025. In the ADAS domain, Horizon Robotics has topped the market share ranking for two consecutive years. In the cockpit domain controller market, Desay SV Automotive leads with over 1.56 million units installed, followed by Bosch in second place, highlighting the significant advantages of core suppliers in large-scale deployment.
Behind the concentration of resources towards leading players is the continuous investment by suppliers in overcoming technological barriers. Horizon Robotics stated that it recognized early on that the essence of competition in intelligent driving lies in the synergy efficiency between chips and algorithms, thus achieving underlying compatibility. However, to ensure supply chain stability, automakers are also actively nurturing second-tier suppliers. Chen Hui, General Manager of Sunwoda's Li Auto Business Unit, stated, "Li Auto is both our strategic customer and our shareholder." This model is altering the traditional supply-demand dynamics in the auto parts industry. Simultaneously, with the democratization of technology, chassis components such as air suspension, once exclusive to high-end configurations, are accelerating their adoption in mainstream vehicle models.
To secure a stable foothold in this complex interplay, leading suppliers are strengthening their ecosystems through capital operations. CATL continued in 2025 to lock in resources and customers by investing in upstream mineral resources and downstream automakers; Horizon Robotics signed a strategic cooperation agreement with Chery and participated in its Hong Kong IPO in 2025. This model of "building an ecosystem and becoming capital" is transforming the relationship between auto parts suppliers and OEMs from simple buyer-seller transactions to shared interests and risks. In March 2026, as related investment tentacles extend into the robotics sector, this industrial logic is being replicated in broader fields.
