世界のADASおよび自動運転車市場　第2版

Berg Insight「世界のADASおよび自動運転車市場　第2版 – The Global ADAS and Autonomous Car Market – 2nd Edition」は世界各地で進行中のADASおよび自動運転車の主要プロジェクトについて詳細に最新動向等を詳細に解説しています。Berg Insightでは2031年には世界で販売されるすべての新車乗用車の76.9%が、SAEレベル1～3の運転自動化要件を満たすようになると予測しています。当レポートは全230ページにわたり、ベンダー、製品、市場に関する最新情報を提供します。

Berg Insight「世界のADASおよび自動運転車市場　第2版 – The Global ADAS and Autonomous Car Market – 2nd Edition」は、世界の自動運転車市場における最新動向を分析しています。当レポートでは、6年間の業界予測や専門家による解説など、ビジネスの意思決定に役立つ独自のビジネスインテリジェンスを230ページにわたって提供します。

主な掲載内容

• ADASと自動運転の概説
• ADAS技術スタック
  • センサ
    • カメラ
    • レーダー
    • LiDAR
    • 超音波＆赤外線センサ
    • 慣性航法システム
  • コンピューティングプラットフォーム
  • ADASと自動運転ソフトウェアスタック
  • 実行および関連技術
  • コネクティビティ＆オフボード・イネーブルメント
• OEMによるADAS
• 技術ベンダ
  • ティア１サプライヤー
  • 半導体ソリューションプロバイダー
  • ADASソフトウェア＆統合運転ソリューションプロバイダー
  • LiDAR プロバイダー
  • マッピング＆ナビゲーションプラットフォーム
• 市場予測＆動向
  • 自動車販売予測
  • ADAS搭載乗用車販売予測
  • 市場成長促進要因と阻害要因
  • バリューチェーン分析
  • 市場動向
  • M&A

Report Overview

How will the market for ADAS evolve in the next years? The report covers the latest trends and developments covering detailed descriptions about the major ADAS and self-driving car projects worldwide. Berg Insight forecasts that 76.9 percent of all new passenger cars sold globally in 2031 will fulfil requirements for SAE Level 1–3 driving automation. Get up to date with the latest information about vendors, products and markets in this new 230-page report.

The Global ADAS and Autonomous Car Market is the second consecutive report from Berg Insight analysing the latest developments on the autonomous car market worldwide. This strategic research report from Berg Insight provides you with 230 pages of unique business intelligence including 6-year industry forecasts and expert commentary on which to base your business decisions.

Berg Insight forecasts rapid growth for ADAS in new passenger cars

The introduction of more sophisticated ADAS functions in modern vehicles is one of the major technology trends affecting the automotive industry. Common ADAS functions range from more basic safety functions to advanced automated driving capabilities such as adaptive cruise control, lane centering, automated lane changes, automated parking and hands-free driver assistance systems. Such functions are no longer limited to premium vehicles. Mass-market manufacturers are also prioritising ADAS as safety ratings, regulatory requirements and competitive pressure make advanced driver assistance increasingly important across vehicle segments. The regulatory environment for ADAS and automated driving plays a major role in shaping the future for the industry. The field of automated driving is heavily regulated as the safety aspect is considered important by legal stakeholders.

In 2025, Berg Insight estimates that 55.6 percent of all new passenger cars sold globally fulfilled requirements for SAE Level 1–3 driving automation. About 20.0 percent of all vehicles sold in 2025 were categorised under the L1 segment while 35.6 percent were categorised under the L2 segment. Only a very small percentage of cars sold in 2025 could be categorised as L3. L3 availability was limited to a few premium models, including Mercedes-Benz S-Class and EQS models in Germany and in select US states, as well as select BMW 7 Series models in Germany. In 2031, Berg Insight forecasts that 76.9 percent of all new passenger cars sold globally will fulfil requirements for L1–L3 driving automation. About 14.8 percent of all new cars sold in 2031 are expected to be categorised as L1 and 57.3 percent as L2. As a subset of the L2 category, L2+ provides additional features compared to L2 systems. Berg Insight estimates that 8.0 million new passenger cars sold globally in 2025 were equipped with L2+ ADAS capabilities, corresponding to an attach rate of 9.2 percent. This number is expected to reach 28.4 million units in 2031, corresponding to an attach rate of 31.0 percent. About 4.8 percent of all new cars, corresponding to 4.4 million vehicles, are expected to be sold with L3 capabilities in 2031. Passenger car L4 vehicles are not expected to scale in meaningful volumes before 2031.

Advanced ADAS has become a major differentiator. Today, automakers mainly focus on L1 and L2/L2+ ADAS functions. BMW and Mercedes-Benz have both offered L3 systems, but have recently reduced their near-term emphasis on L3 and shifted focus towards more scalable L2+ systems. Chinese OEMs are among the most active in the deployment of sophisticated L2/L2+ ADAS. Leading Chinese OEMs include BYD Auto, Changan, Chery, Geely, GWM, Leapmotor, Li Auto, NIO, SAIC and XPeng. Other global OEMs offering sophisticated ADAS include for example Tesla with Full Self-Driving (Supervised), Ford with BlueCruise, General Motors with Super Cruise, Nissan with ProPILOT 2.0/2.1, Toyota with Teammate Advanced Drive, Hyundai Motor Group with Highway Driving Assist 2, Volkswagen with IQ.DRIVE/Travel Assist and Audi with Adaptive Driving Assistant Plus.

There are a number of categories of suppliers serving the market including Tier 1s, semiconductor solution providers, AD software companies, LiDAR suppliers and map providers. Leading global Tier 1 suppliers include Aptiv, Astemo, Aumovio (formerly Continental), Bosch, Denso, Desay SV, Forvia, HL Klemove, Hyundai Mobis, Jingwei Hirain, Magna International, Valeo and ZF Group.

Suppliers of SoCs and related technologies are at the core of the progress in automated driving, as they provide the high-performance computing, AI capabilities and related semiconductor content needed to power vehicles with advanced automated driving functions. Leading providers in this segment include AMD, Ambarella, Black Sesame Technologies, Horizon Robotics, Infineon, Mobileye, NVIDIA, NXP Semiconductors, Qualcomm, Renesas Electronics, STMicroelectronics and Texas Instruments. The automotive semiconductor ecosystem for automated driving includes vendors of high-performance compute platforms as well as suppliers of microcontrollers, sensors, power semiconductors and other enabling semiconductor technologies.

Automated driving software and integrated driving solution providers such as Deeproute.ai, Huawei, Momenta, QCraft, Wayve, WeRide and Zhuoyu Technology develop automated driving stacks, perception software and turnkey assisted driving systems for OEMs. There are moreover companies specialising in LiDAR sensors for higher-end ADAS and automated driving applications. Leading LiDAR sensor providers include Hesai Technology, Innoviz, RoboSense and Seyond. Mapping and navigation platform providers such as Amap (AutoNavi), Dynamic Map Platform, HERE Technologies, Mapbox , NavInfo and TomTom provide mapping, navigation and localisation solutions.

Table of Contents

Executive Summary

1 Introduction to ADAS and Automated Driving

1.1 Definitions and classifications
1.2 The history of ADAS and autonomous cars
1.3 ADAS functions
1.4 The global passenger car market
1.4.1 Passenger cars in use by region
1.4.2 New passenger car registration trends
1.4.3 Battery electric and plug-in hybrid electric vehicle sales
1.5 Car manufacturers
1.5.1 Passenger car registrations in Europe by manufacturer
1.5.2 Passenger car registrations in North America by manufacturer
1.5.3 Passenger car registrations in China by manufacturer
1.5.4 Passenger car registrations in Japan by manufacturer
1.5.5 Passenger car and light vehicle registrations in South Korea by manufacturer

2 The ADAS Technology Stack

2.1 The Sense-Plan-Act process and AI-based approaches
2.2 Sensors
2.2.1 Cameras
2.2.2 Radar
2.2.3 LiDAR
2.2.4 Ultrasonic and infrared sensors
2.2.5 Inertial navigation system
2.3 Compute platforms
2.3.1 Compute elements
2.3.2 Integration and deployment of compute elements
2.4 The ADAS and automated driving software stack
2.4.1 Perception layer
2.4.2 Sensor fusion layer
2.4.3 Localisation and mapping layer
2.4.4 Motion planning layer
2.4.5 Control layer
2.5 Execution and related technologies
2.5.1 Electronic control units
2.5.2 Human machine interfaces
2.5.3 Driver monitoring systems
2.6 Connectivity and offboard enablement
2.6.1 Location tracking
2.6.2 Maps
2.6.3 Vehicle-to-Everything (V2X) communications

3 OEM ADAS Offerings

3.1 BMW Group
3.1.1 Overview of BMW passenger car models
3.1.2 ADAS offerings
3.2 BYD Auto
3.2.1 Overview of BYD passenger car models
3.2.2 ADAS offerings
3.3 Changan Motors
3.3.1 Overview of Changan Motors passenger car models
3.3.2 ADAS offerings
3.4 Chery Group
3.4.1 Overview of Chery passenger car models
3.4.2 ADAS offerings
3.5 Ford Motor Company
3.5.1 Overview of Ford passenger car models
3.5.2 ADAS offerings
3.6 Geely
3.6.1 Overview of Geely passenger car models
3.6.2 ADAS offerings
3.7 General Motors
3.7.1 Overview of the main GM passenger car brands
3.7.2 ADAS offerings
3.8 Great Wall Motor
3.8.1 Overview of Great Wall Motor passenger car models
3.8.2 ADAS offerings
3.9 Honda Motor Company
3.9.1 Overview of Honda and Acura passenger car models
3.9.2 ADAS offerings
3.10 Hyundai Motor Group
3.10.1 Overview of Hyundai and Kia passenger car models
3.10.2 ADAS offerings
3.11 Jaguar Land Rover
3.11.1 Overview of Jaguar Land Rover passenger car models
3.11.2 ADAS offerings
3.12 Leapmotor
3.12.1 Overview of Leapmotor passenger car models
3.12.2 ADAS offerings
3.13 Li Auto
3.13.1 Overview of Li Auto passenger car models
3.13.2 ADAS offerings
3.14 Mazda Motor Corporation
3.14.1 Overview of Mazda passenger car models
3.14.2 ADAS offerings
3.15 Mercedes-Benz Group
3.15.1 Overview of Mercedes-Benz passenger car models
3.15.2 ADAS offerings
3.16 NIO
3.16.1 Overview of NIO passenger car models
3.16.2 ADAS offerings
3.17 Nissan Motor Company
3.17.1 Overview of Nissan and Infiniti passenger car models
3.17.2 ADAS offerings
3.18 Renault Group
3.18.1 Overview of Renault and Dacia passenger car models
3.18.2 ADAS offerings
3.19 SAIC Motor
3.19.1 Overview of SAIC Motor passenger car models
3.19.2 ADAS offerings
3.20 Stellantis
3.20.1 Overview of Stellantis passenger car models
3.20.2 ADAS offerings
3.21 Subaru
3.21.1 Overview of Subaru passenger car models
3.21.2 ADAS offerings
3.22 Tesla
3.22.1 Overview of Tesla passenger car models
3.22.2 ADAS offerings
3.23 Toyota Motor Corporation
3.23.1 Overview of Toyota and Lexus passenger car models
3.23.2 ADAS offerings
3.24 Volkswagen Group
3.24.1 Overview of Volkswagen Group passenger car brands and models
3.24.2 Volkswagen Group’s ADAS strategy
3.24.3 Volkswagen’s ADAS offerings
3.24.4 Audi’s ADAS offerings
3.24.5 Porsche’s ADAS offerings
3.25 Volvo Cars
3.25.1 Overview of Volvo passenger car models
3.25.2 ADAS offerings
3.25.3 Zenseact
3.26 XPeng
3.26.1 Overview of XPeng passenger car models
3.26.2 ADAS offerings

4 Technology Vendors

4.1 Tier 1 suppliers
4.1.1 Aptiv
4.1.2 Astemo
4.1.3 Aumovio
4.1.4 Bosch
4.1.5 Denso
4.1.6 Desay SV
4.1.7 Forvia
4.1.8 HL Klemove
4.1.9 Hyundai Mobis
4.1.10 Jingwei HiRain
4.1.11 Magna International
4.1.12 Valeo
4.1.13 ZF Group
4.2 Semiconductor solution providers
4.2.1 Advanced Micro Devices (AMD)
4.2.2 Ambarella
4.2.3 Black Sesame Technologies
4.2.4 Horizon Robotics
4.2.5 Infineon
4.2.6 Mobileye
4.2.7 NVIDIA
4.2.8 NXP Semiconductors
4.2.9 Qualcomm
4.2.10 Renesas Electronics
4.2.11 STMicroelectronics
4.2.12 Texas Instruments
4.3 ADAS software and integrated driving solution providers
4.3.1 Deeproute.ai
4.3.2 Huawei
4.3.3 Momenta
4.3.4 QCraft
4.3.5 Wayve
4.3.6 WeRide
4.3.7 Zhuoyu Technology (ZYT)
4.4 LiDAR providers
4.4.1 Hesai Technology
4.4.2 Innoviz
4.4.3 RoboSense
4.4.4 Seyond
4.5 Mapping and navigation platforms
4.5.1 Amap (AutoNavi)
4.5.2 Dynamic Map Platform
4.5.3 HERE Technologies
4.5.4 Mapbox
4.5.5 NavInfo
4.5.6 TomTom

5 Market Forecasts and Trends

5.1 Car sales forecast
5.2 ADAS passenger car sales forecast
5.2.1 The ADAS passenger car market in EU27+EFTA+UK
5.2.2 The ADAS passenger car market in North America
5.2.3 The ADAS passenger car market in China
5.2.4 The ADAS passenger car market in Japan
5.2.5 The ADAS passenger car market in South Korea
5.2.6 The ADAS passenger car market in RoW
5.2.7 L2+ passenger car sales forecast
5.2.8 Future outlook: Shipments of Level 4 and Level 5 personal vehicles
5.3 Market drivers and barriers
5.3.1 Competitive environment
5.3.2 Technology environment
5.3.3 Regulatory environment
5.3.4 Macroeconomic environment
5.4 Value chain analysis
5.4.1 Automotive OEMs
5.4.2 Tier 1 system integrators
5.4.3 Semiconductor solution providers
5.4.4 Sensor suppliers
5.4.5 ADAS software and integrated driving solution providers
5.4.6 Mapping and navigation platform vendors
5.5 Market trends
5.5.1 OEMs shift focus from L3 to L2+ in the near term
5.5.2 OEMs are expected to experiment with various sensor configurations
5.5.3 End-to-end AI powers advanced ADAS development
5.5.4 NCAP assessment programmes drive demand for ADAS
5.5.5 OTA updates enable continuous ADAS improvement and monetisation
5.5.6 Semiconductor companies move higher up in the value chain
5.5.7 Automotive autonomy companies diversifying into robotics
5.5.8 Automotive OEMs pursue different robotaxi strategies
5.6 Mergers and acquisitions

Glossary

List of Figures

Figure 1.1: SAE International levels of driving automation .. .. .. .. .. .. .. .. … 5
Figure 1.2: Examples of key ADAS functions .. .. .. .. .. .. .. .. .. .. .. .. 9
Figure 1.3: Car park by region (World 2018–2024) .. .. .. .. .. .. .. .. .. ….. 12
Figure 1.4: Passenger car density per 1,000 inhabitants (EU27+EFTA+UK 2024) .. .. …. 13
Figure 1.5: New car registration data (World 2018–2025) .. .. .. .. .. .. .. .. .. 14
Figure 1.6: Top 10 countries by new passenger car and light truck registrations (2025) .. … 15
Figure 1.7: Registered highway-capable BEVs and PHEVs (World 2025) .. .. .. .. ….. 16
Figure 1.8: New registrations of highway-capable BEVs and PHEVs (World 2025) .. .. …. 17
Figure 1.9: Top 20 passenger car manufacturers by revenues (World 2025) .. .. .. .. 18
Figure 1.10: Passenger car registrations by manufacturer (EU27+EFTA+UK 2025) .. .. .. 20
Figure 1.11: Passenger car registrations by manufacturer (North America 2025) .. .. .. 21
Figure 1.12: Passenger car registrations by manufacturer (China 2025) .. .. .. .. .. 23
Figure 1.13: Passenger car registrations by manufacturer (Japan 2025) .. .. .. .. …… 24
Figure 1.14: Passenger cars and light vehicle registrations by OEM (South Korea 2025) .. . 25
Figure 2.1: The Sense-Plan-Act process.. .. .. .. .. .. .. .. .. .. .. .. . 27
Figure 2.2: Overview of sensors for ADAS in a passenger car .. .. .. .. .. .. .. .. 29
Figure 2.3: Typical LiDAR 3D depiction integrated with a digital map .. .. .. .. .. …. 31
Figure 2.4: Examples of sensors in a passenger car .. .. .. .. .. .. .. .. .. … 32
Figure 2.5: Overview of the ADAS software stack .. .. .. .. .. .. .. .. .. .. . 35
Figure 2.6: Overview of the sensor-fusion architecture for automated driving .. .. .. …… 36
Figure 2.7: Example of an HD map for ADAS .. .. .. .. .. .. .. .. .. .. .. 42
Figure 2.8: V2X infrastructure overview.. .. .. .. .. .. .. .. .. .. .. .. … 44
Figure 3.1: Overview of Automotive OEMs’ ADAS offerings (World Q2-2026) .. .. .. …… 48
Figure 3.2: BMW’s ADAS offerings (Germany Q2-2026) .. .. .. .. .. .. .. .. …. 51
Figure 3.3: Overview of Changan’s ADAS offerings .. .. .. .. .. .. .. .. .. …. 56
Figure 3.4: Honda Sensing 360+ sensor overview .. .. .. .. .. .. .. .. .. ….. 70
Figure 4.1: Overview of the ADAS supplier ecosystem .. .. .. .. .. .. .. .. …. 110
Figure 4.2: Overview of Aptiv’s software architecture (2026).. .. .. .. .. .. .. … 113
Figure 4.3: Overview of Aptiv’s hardware architecture (2026) .. .. .. .. .. .. .. . 114
Figure 4.4: Forvia’s eMirror solution .. .. .. .. .. .. .. .. .. .. .. .. ….. 124
Figure 4.5: Overview of semiconductor solution providers (World Q2-2026) .. .. .. ….. 134
Figure 4.6: Ambarella’s CV3-AD family of automated driving domain controllers.. .. …… 137
Figure 4.7: Overview of Mobileye’s ADAS and autonomous vehicle platforms (Q1-2026) …… 147
Figure 4.8: QCT revenues by segment (2023–2025) .. .. .. .. .. .. .. .. .. . 155
Figure 4.9: Qualcomm’s Snapdragon automated driving products (Q1-2026) .. .. .. … 156
Figure 4.10: Examples of compute and sensor configurations (March 2026) .. .. .. …. 173
Figure 4.11: Hesai Technology’s LiDAR shipment data (World 2023–2025) .. .. .. .. 176
Figure 4.12: The InnovizThree LiDAR.. .. .. .. .. .. .. .. .. .. .. .. …. 177
Figure 4.13: RoboSense’s LiDAR shipment data (World 2024–2025) .. .. .. .. .. … 179
Figure 4.14: HERE Technologies’ ISA Map .. .. .. .. .. .. .. .. .. .. .. . 184
Figure 4.15: TomTom’s ADAS SDK .. .. .. .. .. .. .. .. .. .. .. .. …… 189
Figure 5.1: New car sales, by region (World 2025–2031) .. .. .. .. .. .. .. .. . 191
Figure 5.2: SAE International levels of driving automation .. .. .. .. .. .. .. …… 192
Figure 5.3: Sales of passenger cars by SAE Level 0–3 (World 2025–2031) .. .. .. .. . 193
Figure 5.4: Sales of passenger cars by SAE Level 0–3 (EU27+EFTA+UK 2025–2031).. … 194
Figure 5.5: Sales of passenger cars by SAE Level 0–3 (North America 2025–2031) .. .. . 195
Figure 5.6: Sales of passenger cars by SAE Level 0–3 (China 2025–2031) .. .. .. .. . 197
Figure 5.7: Sales of passenger cars by SAE Level 0–3 (Japan 2025–2031) .. .. .. .. 198
Figure 5.8: Sales of passenger cars by SAE Level 0–3 (South Korea 2025–2031) .. .. …. 199
Figure 5.9: Sales of passenger cars by SAE Level 0–3 (RoW 2025–2031) .. .. .. .. .. 200
Figure 5.10: Sales of passenger cars with L2+ functions (World 2025–2031).. .. .. …. 201
Figure 5.11: M&As in the automated driving industry (2016–2026) .. .. .. .. .. …… 228