深度 | 智能驾驶系列专题：线控转向加速落地，线控底盘大势所趋【国信汽车】

Core Viewpoint - The article emphasizes the rapid evolution of steering systems towards electronic and drive-by-wire technologies, highlighting the transition from traditional mechanical systems to advanced electronic control systems, which are essential for higher levels of autonomous driving [1][2][3]. Group 1: Steering System Current Status - The current mainstream steering solution is Electric Power Steering (EPS), which has a domestic penetration rate expected to reach over 99% by 2024, with a market size of approximately 38 billion yuan [3][48]. - The ASP (Average Selling Price) of steering systems is increasing, with C-EPS priced around 1000 yuan, R-EPS at 2000 yuan, and SBW (Steer-by-Wire) expected to reach 4000 yuan [3][23]. - The market is currently dominated by foreign joint ventures, with Bosch and Huayu holding a 27% market share, followed by domestic players like Nissin and Zhejiang Seabow rapidly increasing their market presence [3][29][56]. Group 2: Transition to Drive-by-Wire Systems - The transition to drive-by-wire systems is marked by the introduction of SBW, which replaces mechanical connections with electronic signals, allowing for faster response times and more compact vehicle designs [5][20][95]. - The penetration rate of SBW is currently below 1%, but it is projected to exceed 30% by 2030, with a market size exceeding 35 billion yuan [5][20][26]. - Major automotive manufacturers, including NIO and BYD, are accelerating the adoption of SBW systems, with NIO's ET9 being the first to implement this technology [5][20][26]. Group 3: Future Outlook and Market Potential - The overall EPS market is expected to grow from 38 billion yuan in 2023 to 48 billion yuan by 2028, driven by the increasing adoption of advanced steering technologies [53][54]. - The global market for SBW systems is anticipated to exceed 800 billion yuan by 2030, reflecting the growing demand for higher levels of autonomous driving capabilities [5][20][26]. - The regulatory environment is becoming more favorable for the deployment of autonomous vehicles, with new regulations in China and the U.S. facilitating the testing and commercialization of robotaxi services [76][78][81].