智能汽车产业深度研究（十）：智驾新趋势，EMB带来线控制动新机遇

Investment Rating - The report indicates a positive outlook for the line control braking industry, particularly for the Electric Mechanical Brake (EMB) technology, which is expected to achieve mass production soon [1][4]. Core Insights - The line control braking technology is evolving, with domestic manufacturers likely to gain market share through technological advancements, particularly in EMB [1][4]. - EMB technology is aligned with the trends in smart driving, offering significant performance advantages such as faster response times and higher control precision, which are critical for active safety features [3][11]. - The line control braking market is projected to reach a scale of 25.75 billion yuan by 2030, with EMB expected to achieve a breakthrough in mass production by 2025, reaching a market size of 11.98 billion yuan by 2030 [4][63]. Summary by Sections 1. Core Insights - The report highlights three main technological paths for line control braking: EHB Two-box, EHB One-box, and EMB, with the One-box currently being the mainstream choice [1][10]. - EMB is transitioning from research and development to mass production, overcoming previous bottlenecks related to motor durability and regulatory frameworks [3][11][62]. 2. Line Control Braking - Line control braking is a crucial component of smart chassis systems, meeting the safety requirements of intelligent driving through rapid response and precise control capabilities [2][29]. - The evolution of braking systems has progressed from mechanical to hydraulic and now to line control systems, which utilize electronic signals for operation [20][24]. 3. EHB One-box and EMB - EHB One-box is currently the mainstream solution due to its compact size and low cost, with its market share expected to increase significantly by 2024 [52]. - EMB technology eliminates hydraulic structures, providing a fully electronic control system that enhances response speed and control accuracy, making it suitable for advanced driving assistance systems [47][56]. 4. Market Outlook - The line control braking market is anticipated to grow at a compound annual growth rate (CAGR) of 3.2% from 2024 to 2030, with significant contributions from the EMB segment [63]. - The report emphasizes the competitive landscape, noting that while foreign manufacturers dominate the EHB market, domestic companies are focusing on EMB development [4][61].