Autonomy
Autonomous Driving Hardware
Tier-1 ADAS Supplier Scorecard
Annual comparison of the seven largest Tier-1 ADAS suppliers on revenue, group-revenue share, design wins, product lines, and R&D.
| Supplier | Country | ADAS Revenue ($B) |
|---|---|---|
| Bosch(private) | Germany | 8.5 |
| Continental Automotive(CON.DE) | Germany | 2.9 |
| Aptiv(APTV) | Ireland (USA HQ) | 5.6 |
| ZF Friedrichshafen(private) | Germany | 3.2 |
| Mobileye(MBLY) | Israel (USA HQ) | 1.9 |
| Denso(DNZOY) | Japan | 4.5 |
| Magna International(MGA) | Canada | 2.4 |
Sensor Suite Comparison by Platform
How many of each sensor type each self-driving system uses. Cameras see color, radar sees through fog, lidar (laser-based 3D sensing) builds precise depth maps, ultrasonics handle parking. Tesla uses cameras only; Waymo stacks all four.
PlatformSAECamLidarRadarUltrasonicTotalCompute
Waymo Driver (6th Gen)
Long-range, mid-range, short-range, and perimeter lidar. 360-degree coverage.
Baidu Apollo RT6
Purpose-built robotaxi; production cost ~$37K per unit.
Tesla FSD HW4
Vision-only approach. Removed ultrasonic (2022) and radar (2021), radar restored in HW4.
Mobileye SuperVision
Camera-primary system. Optional lidar in Chauffeur (L3+) config.
NIO NAD (ET7)
Top-mounted 360-degree lidar (Innovusion Falcon). Full sensor fusion.
XPeng XNGP (P7+)
Dual lidar on P7+. Newer models transitioning to vision-only.
Lucid DreamDrive Pro
32-sensor suite; most sensors of any consumer vehicle.
Self-driving software platforms and which carmakers use them
Off-the-shelf self-driving software platforms (NVIDIA DriveWorks, Mobileye SuperVision, Qualcomm Ride) and which automakers (OEMs: Original Equipment Manufacturers like Ford, BMW, Geely) have licensed each one. Shows the build-vs-buy split across the industry.
NVIDIA DRIVE(Orin, Thor)
9 OEMsOEMSystem / IntegrationSince
Mercedes-BenzDrive Pilot (L3)2022
JLRADAS Stack2023
BYDDiPilot2023
Hyundai / KiaHighway Driving Pilot2024
LucidDreamDrive Pro2022
XPengXNGP2021
NIONAD2022
Li AutoNOA2023
Volvo / PolestarPilot Assist+2024
Mobileye EyeQ / SuperVision(EyeQ5, EyeQ6H)
7 OEMsOEMSystem / IntegrationSince
BMWHighway Assistant2021
FordBlueCruise (Gen 1)2021
Volkswagen GroupIQ.Drive2022
Zeekr / GeelySuperVision2023
SAICPilot Assist2022
StellantisHighway Assist2023
NissanProPilot Assist2020
Qualcomm Snapdragon Ride(SA8295P, SA8775P)
4 OEMsOEMSystem / IntegrationSince
GM / CadillacSuper Cruise (next-gen)2023
BMWNew Class ADAS (2025+)2025
HondaSENSING 360+2026
StellantisSTLA SmartCockpit2024
Autonomous Driving Hardware Cost Trends
Per-unit cost trend for a self-driving car's three priciest sensors (lidar, AI compute chip, cameras): lidar fell from $75K+ in 2017 to under $500.
Disclosed ADAS Hardware ASP (Supplier Filings)
Mobileye Average System Price and Hesai implied lidar ASP from filings. Not a Tesla or Waymo vehicle BOM: Tesla does not publish HW4/HW5 module ASP in its 10-K, so that row is not invented.
Filed Auto and ADAS Supplier Revenue
Qualcomm QCT Automotive, NVIDIA Automotive, Mobileye, and Hesai product revenue from filings. Fiscal years are each company's own year. Qualcomm includes cockpit and connectivity. Not a Tesla or Waymo vehicle BOM.
Mobileye EyeQ and SuperVision Shipments
Annual systems from Mobileye's 10-K. 37.4 million in 2023, 29.0 million in 2024, 35.7 million in 2025. Volume is still mostly EyeQ SoCs. SuperVision is more than 350,000 cumulative systems through 2025.
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