AD Compute Platform Market Share
Autonomous driving compute chip market share by supplier — NVIDIA DRIVE, Mobileye EyeQ, Qualcomm Snapdragon Ride (Sources: TechInsights, Strategy Analytics)
AD Compute Platform Market Share
Data coming soon
Lidar Supplier Market Share & Shipments
Automotive lidar unit shipments and market share by supplier — Hesai, Luminar, Valeo, RoboSense (Sources: Yole Intelligence, company filings)
Sensor Suite Comparison by Platform
Number and type of sensors (cameras, radar, lidar, ultrasonics) used by each AV platform
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.
AD Software Platforms & OEM Adoption
Autonomous driving software stacks and which OEMs have adopted them — NVIDIA DriveWorks, Mobileye SuperVision, Qualcomm Ride, etc.
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 / CadillacUltra Cruise2023
BMWNew Class ADAS (2025+)2025
HondaSENSING 360+2026
StellantisSTLA SmartCockpit2024
Autonomous Driving Hardware Cost Trends
Cost trajectory of key autonomous driving components — lidar, compute chips, cameras — over time (Sources: industry estimates, company filings)
Indicative per-unit costs at volume. Sources: industry estimates (Yole Intelligence, analyst reports, company filings).