Autonomy

AD Compute Platform Market Share

Every self-driving car needs a powerful onboard computer to crunch sensor data in real time. Market share among the three main chip suppliers: NVIDIA (DRIVE), Mobileye (EyeQ), and Qualcomm (Snapdragon Ride). (Sources: TechInsights, Strategy Analytics)

AD Compute Platform Market Share

Data coming soon

Lidar Supplier Market Share & Shipments

Lidar = a laser-based 3D sensor (Light Detection And Ranging) that builds a real-time depth map of the car's surroundings. Tesla famously doesn't use it; nearly everyone else does. Tracks units shipped and market share for the major suppliers. (Sources: Yole Intelligence, company filings)

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 logo
Waymo Driver (6th Gen)
L4134623Custom (Waymo)
Long-range, mid-range, short-range, and perimeter lidar. 360-degree coverage.
Baidu logo
Baidu Apollo RT6
L410851235Kunlun AI (custom)
Purpose-built robotaxi; production cost ~$37K per unit.
Tesla logo
Tesla FSD HW4
L2+88FSD HW4 (144 TOPS)
Vision-only approach. Removed ultrasonic (2022) and radar (2021), radar restored in HW4.
Mobileye logo
Mobileye SuperVision
L2+11112EyeQ6H (dual EyeQ6)
Camera-primary system. Optional lidar in Chauffeur (L3+) config.
NIO logo
NIO NAD (ET7)
L2+11151229NVIDIA Orin (1,016 TOPS)
Top-mounted 360-degree lidar (Innovusion Falcon). Full sensor fusion.
XPeng logo
XPeng XNGP (P7+)
L2+12251231NVIDIA Orin (508 TOPS)
Dual lidar on P7+. Newer models transitioning to vision-only.
Lucid logo
Lucid DreamDrive Pro
L2+14151232Mobileye EyeQ + NVIDIA
32-sensor suite; most sensors of any consumer vehicle.

AD Software Platforms & OEM Adoption

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 OEMs
OEMSystem / 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 OEMs
OEMSystem / IntegrationSince
BMWHighway Assistant2021
FordBlueCruise (Gen 1)2021
Volkswagen GroupIQ.Drive2022
Zeekr / GeelySuperVision2023
SAICPilot Assist2022
StellantisHighway Assist2023
NissanProPilot Assist2020
Qualcomm Snapdragon Ride(SA8295P, SA8775P)
4 OEMs
OEMSystem / IntegrationSince
GM / CadillacUltra Cruise2023
BMWNew Class ADAS (2025+)2025
HondaSENSING 360+2026
StellantisSTLA SmartCockpit2024

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