The Market Reports

Synopsis
The global market for Automated Driving System was estimated to be worth US$ 32478 million in 2024 and is forecast to a readjusted size of US$ 114881 million by 2031 with a CAGR of 16.0% during the forecast period 2025-2031.
Automated Driving System, also known as an autonomous vehicle (AV or auto), driverless car, or robotic car (robo-car), is a vehicle that is capable of sensing its environment and moving safely with little or no human input. The future of this technology may have an impact on multiple industries and other circumstances. Self-driving cars combine a variety of sensors to perceive their surroundings, such as radar, lidar, sonar, GPS, odometry and inertial measurement units. Advanced control systems interpret sensory information to identify appropriate navigation paths, as well as obstacles and relevant signage.
Global core automated driving system players include Bosch, Waymo (Alphabet), GM Cruise etc. The top 2 companies hold a share about 24%. North America is the largest market, with a share about 37%, followed by Europe and Asia-Pacific with the share about 30% and 28%. In terms of product, hardware is the largest segment, with a share over 60%. And in terms of application, the largest application is commercial car, followed by passager car.
The main market drivers include the following:
Technological innovation and breakthroughs
AI chips and computing power improvement: China's growth rate leads the world, with a high annual compound growth rate. The performance of domestic chips such as Huawei Ascend and Cambrian is gradually approaching the international mainstream level, providing strong computing power support for autonomous driving.
Advances in sensor technology: The cost of lidar has dropped significantly, and the cost of Hesai Technology's ATX series has been reduced to less than US$200, a drop of more than 98%, making it possible for 200,000-level models to be equipped with lidar as standard. Sensor technologies such as cameras and millimeter-wave radars are also constantly improving to improve perception capabilities.
Algorithm optimization and end-to-end models: Xiaopeng XNGP 3.0 introduces the BEV+Transformer model, and the night recognition accuracy rate is increased to 98%. Zhiji Auto and other companies promote the application of end-to-end large models to improve decision-making capabilities and response speed.
Policy support and regulatory improvement
Policy promotion of various countries: China's "Autonomous Driving Vehicle Regulations" and other regulations have been issued to provide legal protection for the commercialization of L3 autonomous driving. The European Union, the United States and other regions are also accelerating the formulation of autonomous driving regulations.
Clear division of responsibilities: The Chinese model clearly states that car companies must assume product liability when the system is activated, and requires high liability insurance and the establishment of an EDR data lock mechanism. EU standards stipulate that accident liability in L3 mode is entirely borne by car companies, but the German court also defined the driver's responsibility in the case.
Market demand upgrade
Changes in consumer demand: Consumers are more receptive to autonomous driving technology, and their demand for safe and convenient travel is growing. Services such as autonomous driving taxis are accelerating in North America, China and other regions, and user payment standards are comparable to conventional online car-hailing services, with a significant increase in market penetration.
Logistics automation demand: The market size of the intelligent logistics equipment industry is expected to exceed 200 billion yuan, and the application of autonomous driving technology in the logistics field is constantly expanding, such as unmanned logistics vehicles, cross-border logistics networks, etc., to reduce logistics costs and improve logistics efficiency.
Industry chain collaboration and ecological construction
Hardware-software-service closed loop: Leading companies build barriers through "medical certification + cross-device collaboration + data closed loop". For example, Apple's watchOS system is linked with iPhone and AirPods, and Huawei's sports health ecosystem integrates more than 200 partners.
Subscription service model: Muse membership plan, Huawei health service annual fee and other models reduce the initial cost of users and improve long-term stickiness. The field of autonomous driving is also exploring subscription service models, such as Baidu's "Carrot Run" and other companies' fully unmanned services.
This report aims to provide a comprehensive presentation of the global market for Automated Driving System, focusing on the total sales revenue, key companies market share and ranking, together with an analysis of Automated Driving System by region & country, by Type, and by Application.
The Automated Driving System market size, estimations, and forecasts are provided in terms of sales revenue ($ millions), considering 2024 as the base year, with history and forecast data for the period from 2020 to 2031. With both quantitative and qualitative analysis, to help readers develop business/growth strategies, assess the market competitive situation, analyze their position in the current marketplace, and make informed business decisions regarding Automated Driving System.
Market Segmentation
By Company
Bosch
Waymo (Alphabet)
GM Cruise
Apollo (Baidu)
Tesla
Continental
Aptiv
ZF Group
NVIDIA
Denso
Hitachi Automotive Systems
Mobileye
WRD WeRide, Inc.
Jiushi (Suzhou) Intelligent Technology
PonyPilot
Segment by Type
Hardware
Software
Segment by Application
Commercial Car
Passenger Car
By Region
North America
United States
Canada
Asia-Pacific
China
Japan
South Korea
Southeast Asia
India
Australia
Rest of Asia-Pacific
Europe
Germany
France
U.K.
Italy
Netherlands
Nordic Countries
Rest of Europe
Latin America
Mexico
Brazil
Rest of Latin America
Middle East & Africa
Turkey
Saudi Arabia
UAE
Rest of MEA
Chapter Outline
Chapter 1: Introduces the report scope of the report, global total market size. This chapter also provides the market dynamics, latest developments of the market, the driving factors and restrictive factors of the market, the challenges and risks faced by manufacturers in the industry, and the analysis of relevant policies in the industry.
Chapter 2: Detailed analysis of Automated Driving System company competitive landscape, revenue market share, latest development plan, merger, and acquisition information, etc.
Chapter 3: Provides the analysis of various market segments by Type, covering the market size and development potential of each market segment, to help readers find the blue ocean market in different market segments.
Chapter 4: Provides the analysis of various market segments by Application, covering the market size and development potential of each market segment, to help readers find the blue ocean market in different downstream markets.
Chapter 5: Revenue of Automated Driving System in regional level. It provides a quantitative analysis of the market size and development potential of each region and introduces the market development, future development prospects, market space, and market size of each country in the world.
Chapter 6: Revenue of Automated Driving System in country level. It provides sigmate data by Type, and by Application for each country/region.
Chapter 7: Provides profiles of key players, introducing the basic situation of the main companies in the market in detail, including product revenue, gross margin, product introduction, recent development, etc.
Chapter 8: Analysis of industrial chain, including the upstream and downstream of the industry.
Chapter 9: Conclusion.

Index