Autonomous Driving Wire-Controlled Chassis Industry Research Report

【Main content】

1. Industry Overview

Definition of drive-by-wire chassis: A chassis that uses electrical signals instead of mechanical devices to achieve precise control of the vehicle. Its core is human-machine decoupling and it is the cornerstone of autonomous driving.

Development stage: It is in a rapid development stage. It is estimated that the market size of China's wire-controlled chassis will reach 28.2 billion yuan in 2025 and 126.7 billion yuan in 2030.

System composition: It consists of five major systems: drive, steering, braking, suspension, and shifting, which realize the longitudinal, lateral and vertical control of the vehicle.

Industry chain structure: covers five major links: parts, components, chassis integration, vehicle/machine manufacturing, and application scenarios, involving many companies.

Policy standards: National policies clearly support the development of wire-controlled chassis, and the formulation and revision of relevant standards have been accelerated to provide guarantees for the development of the industry.

2. Market structure

Market size: China's wire-controlled chassis market is expected to continue to grow rapidly, accounting for approximately 89% of the automotive wire-controlled chassis market size.

Application areas: Mainly used in low-speed unmanned vehicles, unmanned special-purpose vehicles, self-driving commercial vehicles, self-driving passenger vehicles and other fields.

Technical route: Wire-controlled steering, braking, and suspension are core systems. They are currently difficult to develop and foreign capital dominates.

Business model: Mainly based on "chassis sales + OEM manufacturing + sales of unmanned vehicles", and the monetization paths for companies with different backgrounds are very different.

3. Enterprise and products

Product classification: Mainly divided into three categories: low-speed wire-controlled chassis (suitable for non-motor vehicles and special vehicles), commercial vehicle wire-controlled chassis, and passenger car wire-controlled chassis.

Major companies: including Jiyu Technology, Shangyuan Intelligent Driving, Tongling Technology, REE, Geely Remote, Suba Power, and Easycontrol Intelligent Driving, etc.

Representative products: Magic Carpet M chassis of Jiyu Technology, AutoBots series skateboard chassis of Shangyuan Zhixing, small chassis of Tongling Technology, P7 fully modular electric chassis platform of REE, GXA super-sensing architecture of Geely Yuancheng, Black King Kong electric heavy truck of Speed ​​Leopard Power, "Yushi" wire control platform of Easy Control Intelligent Driving, etc.

4. Development Trends

Popularization of wire-controlled chassis: It is an inevitable trend to popularize from specific scenarios to open scenarios, from high-end market to mass market, and from electric vehicles to fuel vehicles.

The rise of domestic substitution: With the advantages of China's electrification and intelligent market, local companies are expected to conquer the "automobile chassis", the last stronghold controlled by foreign capital.

Domain concentration and cross-domain integration: The four major subsystems of the chassis will be integrated and coordinated, and the integration of the chassis domain and the intelligent driving domain will provide support for the realization of autonomous driving.

OEM is still the protagonist: Chassis is the basis of OEM vehicle integration, and in the future OEM will dominate the automotive-grade wire-controlled chassis market.

5. Market opportunities

Domestic substitution of wire-controlled components: There is huge potential for domestic substitution of wire-controlled braking, steering and suspension.

Low-speed unmanned wire-controlled chassis: Low-speed unmanned equipment wire-controlled chassis has taken the lead in large-scale commercial use and will usher in a new round of large-scale mass production and delivery in the future.

Building cars based on skateboard chassis: The skateboard chassis may reshape the existing vehicle development model and has promising prospects.

Chassis layered architecture: The chassis layered control architecture will effectively meet the OEM's "software and hardware decoupling" requirements and accelerate software and hardware decoupling.

6. Challenges

Breakthroughs are needed in brake-by-wire and steering technologies: Brake-by-wire is still in its early stages and steering-by-wire technology is immature.

Safety risks and strong regulatory constraints: The wire-controlled chassis involves driving safety, and has great safety risks and regulatory constraints.

High OEM entry threshold: Wire-controlled chassis involves core technology, and the OEM entry threshold is high.

7. Future Outlook

OEMs dominate the automotive-grade wire-controlled chassis market: In the future, OEMs will dominate the automotive-grade wire-controlled chassis market and independently control core capabilities.

Building cars based on skateboard chassis: The skateboard chassis may reshape the existing vehicle development model and has great potential.

Low-speed unmanned equipment companies: The low-speed wire-controlled chassis will grow into an independent market, and unmanned equipment companies will most likely independently control the "chassis + superstructure".

8. Inspire thinking

The drive-by-wire chassis is the cornerstone of autonomous driving, and autonomous control is crucial.

The development of chassis-by-wire technology needs to overcome challenges such as safety and regulations.

Domestic substitution is an important trend in the development of wire-controlled chassis.

Skateboard chassis manufacturing and chassis layered architecture will reshape the vehicle development model.

In summary, the autonomous driving by-wire chassis industry is in a rapid development stage with broad market prospects, but it also faces challenges in technology, safety and regulations. In the future, OEMs will dominate the automotive-grade by-wire chassis market, domestic substitution will accelerate, and skateboard chassis manufacturing and chassis layered architecture will reshape the vehicle development model.

【Report Summary】