Overview
This report examines China's passenger vehicle ADAS supply chain, focusing on the three most representative technology pathways — BYD, Geely and Huawei — and deconstructing their solution matrices, perception hardware configurations, compute platform selections, supplier relationships and hardware ASP structures. Coverage spans the full product ladder, from BYD's DiPilot A/B/C and Geely's G-ASD H1–H9 through to Huawei's ADS SE/Pro/Max/Ultra, cutting across five sensor categories — LiDAR, millimeter-wave radar, cameras, ultrasonic sensors and high-precision positioning — while tracing upstream to the chip, domain controller and algorithm layers. The report distills three pathways — Manufacturing Scale Domination, Tech Company Transformation and ICT Capability Driven Disruption — and establishes hardware ASP benchmarks alongside industry trend assessments, serving as a quantitative reference for cost benchmarking, supplier evaluation and technology roadmap decisions.
What the Full Report Will Cover
The report is structured in five parts:
- Solution matrices and tier segmentation logic — sensor counts, SoC models, and feature availability at each tier.
- Model-by-model sensor configuration inventory — covering DiPilot 100/300/600, core Zeekr / Lynk & Co / Galaxy models, and Huawei's 18 partner brands.
- Supply chain mapping across five sensor categories.
- Tiered hardware ASP modeling.
- Cross-company methodology comparison and industry trend assessment.
