Industry Overview - The automotive chassis is a critical component for vehicle operation, consisting of the transmission system, running system, steering system, and braking system, which work together to ensure safe driving [4][6] - X-by-wire technology replaces mechanical connections with electrical signals, enhancing control precision, response speed, and lightweight design, which are essential for high-level autonomous driving [6][8] - X-by-wire chassis technology significantly improves control performance, reduces latency, and supports OTA upgrades, making it indispensable for advanced autonomous driving [8][9] Market Status - The X-by-wire chassis industry is in its early development stage, with emerging startups leading innovation and addressing application challenges [13] - The penetration rate of L2 autonomous driving in China reached 34.9% in the first half of 2023, with a higher rate of 50.4% in new energy vehicles [14] - X-by-wire braking and air suspension are maturing, while X-by-wire steering is entering a critical development phase [15][19] Driving Factors - The development of L4 autonomous driving in commercial vehicles is reshaping the automotive supply chain, creating new opportunities for X-by-wire chassis [22][24] - National policies support the development of X-by-wire chassis technologies, encouraging breakthroughs in X-by-wire steering and braking systems [25][27] - Technological advancements in five major systems and domain controllers are laying the foundation for X-by-wire chassis applications [31][33] Industry Chain Analysis - The X-by-wire chassis industry chain covers five major segments: components, parts, chassis integration, vehicle manufacturing, and application scenarios [34][35] - In the X-by-wire braking sector, domestic suppliers like Bethel and Tongyu are accelerating breakthroughs, challenging the dominance of foreign Tier 1 suppliers [43][44] - Domestic manufacturers are gaining traction in the air suspension market, with companies like Zhongding and Baolong securing significant orders [46][48] Market Opportunities - The X-by-wire chassis aligns with the trends of vehicle intelligence, electrification, and lightweight design, offering significant growth potential [53][55] - The smart chassis market is expected to exceed 50 billion yuan by 2025, driven by the rapid growth of X-by-wire braking and air suspension systems [58][59] Key Companies - Bethel, a leading domestic brake system manufacturer, achieved a 61% year-on-year increase in lightweight brake product sales in the first half of 2024, with its X-by-wire braking system WCBS 2.0 entering small-scale production [61]
智能汽车系列三：高级别自动驾驶进程加速，线控底盘迎来多场景落地
慧博资讯·2024-09-29 02:09