Created in China: ADAS Innovation Reshapes the Global Mobility Landscape

This June 2025 report by Allianz Global Investors highlights China’s rapid leadership in Advanced Driver Assistance Systems (ADAS) and the investment implications of its vertically integrated smart mobility ecosystem.

• China's ADAS market is projected to grow nearly 50% annually, surpassing RMB 400 billion (USD 55 billion) by 2030, with over 80% vehicle adoption expected.

• Domestic champions like BYD and Huawei are scaling LiDAR and AI-based systems across affordable models, challenging U.S. and European peers on cost and performance.

• Policy support and smart infrastructure integration give Chinese firms a first-mover advantage in data-driven autonomous mobility solutions.

Explore the full report to understand how China’s ADAS ecosystem is setting new global standards—and opening doors to thematic investment opportunities in technology and manufacturing.