As the last piece of localization depression for the intelligence of the whole vehicle, the chassis wire-controlled track will undoubtedly be one of the hottest tracks in 2024. At the beginning of the new year, cooperation and investment and financing cases in the field of wire-controlled chassis have begun to take shape.
A few days ago, Yingchuang Huizhi announced that it had reached a cooperation with Guoxin Technology, and the local wire-controlled chassis first-class manufacturers cooperated with local automotive electronic chip companies, which will also further promote the localization and cost optimization of wire-controlled chassis products.
Not long before that, Baolong Technology invested in Bibost, and the two sides also announced that they would carry out in-depth cooperation in the field of automotive intelligent chassis. Bibost has just completed a 200 million yuan A+ round of financing, and Baolong Technology is also one of the investors.
Traditional first-class businessmen are also rapidly increasing the wire-controlled chassis business, not long ago Bethel announced that the proposed fund-raising does not exceed 283.2 billion yuan, part of the funds will be used to invest in the construction of an annual output of 600,000 sets of electronic mechanical brake (EMB) research and development and industrialization projects and an annual output of 1 million sets of wire-controlled chassis braking system projects.
In the view of Gaogong Intelligent Vehicle Research Institute, with the launch of the full wire-controlled chassis market, the market segments around braking, steering, suspension, domain controllers and software systems will become a new flashpoint of the intelligent track in the next few years.
Taking the brake-by-wire market as an example, data released by the Gaogong Intelligent Vehicle Research Institute shows that from January to November 2023, the installation rate of standard brake-by-wire systems (including two one boxes) for passenger cars in the Chinese market (excluding imports and exports) is 3840%；The year-on-year growth rate of carrying volume exceeded 50%, and it is worth mentioning that the proportion of localization has exceeded 25%.
According to the ** data of the Gaogong Intelligent Vehicle Research Institute, in the Chinese passenger car market alone, the annual scale of the brake-by-wire scheme will exceed 10 million sets by 2025 and 20 million sets by 2030.
Due to the advantages of higher integration and low cost, the One Box solution is gradually becoming the main technical solution, and the new models launched in 2023, especially the new energy models, basically adopt the One Box system.
In this market dominated by traditional giants such as Bosch, Continental, Mando, and ZF, local first-class companies are becoming a force that cannot be underestimated, including local third-party first-party companies such as Likr, Nathan Technology, Tongyu Automobile, and Glubo. In addition, there are Bethel, Wickensea, Fodi Power, Fige Intelligent Technology and other OEMs with a background in the layout of wire-controlled chassis products, some of which have been mass-produced.
Likr TechnologyThe IHB-LK (One-Box) products have been matched with Chery, Nezha, JAC and other OEMs, and it is the first science and technology innovation company in China to achieve large-scale mass production of One-Box. At present, Likr Technology's IHB-LK products have been designated by more than 10 domestic host platform projects, and more than 30 models are under simultaneous development.
For example, Likr Technology's IHB-LK (One-Box) products have been matched with Chery, Nezha, JAC and other OEMs, and it is the first science and technology company in China to achieve large-scale mass production of One-Box. On December 27, Wake West Technology announced that its One-Box brake-by-wire product, the hydraulic decoupling braking system HDBS, has been mass-produced and rolled off the production line, and the product will sign mass production and fixed-point agreements with a number of automobile brands, with an estimated annual output of 600,000 sets.
However, it cannot be ignored that the competitive situation in 2024 will also be severeOn the one hand, it is reflected in the upgrading of technology and product solutions, including the large-scale breakthrough of brake-by-wire products represented by One Box, the deployment of the next-generation brake-by-wire products EMB and chassis domain controllers, and the layout of full-stack system solutions for steering and braking suspensions, etc., and even the next high-end intelligent driving and intelligent chassis domain integration, which will likely become a watershed.
From the perspective of the market, the competition between foreign capital and local first-class businessmen will gradually enter the white heat, especially the strength of traditional giants such as Bosch in terms of product technology maturity, system solution diversity, mature and stable supply capacity, and cost advantages brought by scale.
Third, the current market is still in the window period of volume, the market is still in a relatively scattered and diversified state, the uncertainty factors are large, including the deployment of car companies from all walks of life, the rapid influx of leading companies, the next competitive pressure, especially the cost war, will intensify.
Many people in the industry believe that in 2024, the brake-by-wire market will begin to enter the stage of competition for large-scale landing, cost performance and mass production efficiency.
Nathan Tech OneBox 20 NBC's integrated intelligent braking system will roll off the assembly line in large quantities in the fourth quarter of 2023. As of now, OneBox 20 has been designated by a number of domestic first-tier OEMs for a number of benchmark models, and it is expected that the shipment volume will reach 1 million units in 2024.
In order to ensure that the products are put into production in a stable, safe and high-quality manner, Nasen has invested nearly 100 million yuan to introduce and build OneBox 20 production line, its automation rate, data monitoring and error-proofing capabilities have reached the international advanced level.
According to the information, Nathan OneBox 20 product NBC has the advantages of high integration, high security, high performance, and high cost performance. Based on the innovative structure, the transmission efficiency of the product is improved by more than 30%; The volume is reduced by nearly 18%, and the weight of the entire braking system is reduced by more than 2kg, which is smaller in size, lighter in weight, and easier to arrange, which can well help OEMs reduce costs and increase efficiency.
It is worth mentioning that Nathan OneBox 20NBC adopts fully decoupled braking technology, which is powerful and has a wide range of applications.
At present, autonomous driving is rapidly evolving from ADAS to high-level autonomous driving, and OEMs are constantly putting forward new requirements for the chassis-by-wire in terms of safety redundancy0 is also equipped with redundant braking module RBC to provide solutions and key support for the implementation of L3 and higher levels of autonomous driving, and at the same time provides a variety of EPB integrated control methods to integrate different redundant parking brake solutions to meet different customer needs.
Another major advantage is that Nasen Technology has the ability to provide comprehensive solutions for the chassis by wire, which can better rely on the perfect product portfolio and integrated solutions to improve product scalability to meet the differentiated needs of different customers and different positioning models.
From another point of view, the current wire-controlled chassis market is still in the volume period, technology and product solutions are still in the diversification stage, and the demand for the vehicle end is also diversified, and the first business through multi-line technology and product layout, based on modular, diversified combination of solutions to quickly adapt to market demand, is undoubtedly a good effective way to balance cost and scale of the current major enterprises.
In the view of the Gaogong Intelligent Vehicle Research Institute, the core components of the three intelligent chassis will have a huge synergistic effect in the next few years, and drive the large-scale operation of supporting products such as chassis domain and control domain.
For wire-controlled chassis players, the path to victory mainly focuses on several major trends, one is the direction of chassis domain integration; The second is the integration of chassis and ADAS, with the chassis domain and advanced control architecture, to achieve the full integration of intelligent driving and chassis; The third is XYZ full-stack integration, and traditional chassis manufacturers have moved in this direction.
At present, there are several new forces in China that have entered the pre-installation fixed-point or large-scale delivery cycle in the braking, steering, air suspension and chassis domains.
For the major wire-controlled chassis players, it is very important to improve the product layout of the wire-controlled chassis and gather a longer-term strategic layout from 1 to N. XYZ's diversified layout is undoubtedly the main goal of the major leading businessmen in the next cycle.
Likr Technology revealed that it is cooperating deeply with a new car-making force to lay out a new generation of brake-by-wire products (EMB and chassis domain controllers). And enter the intelligent chassis 2At stage 0, Likr Technology will also lay out wire-controlled steering, and realize the trinity of vertical, horizontal and vertical control. At the same time, in 3.In the 0 stage, based on the platformization of a new generation of electronic and electrical architecture of car companies, an integrated intelligent chassis with active control, self-adaptation, and self-learning capabilities will be created.
Globo has launched a new self-developed intelligent chassis domain controller ICDS, which has been upgraded to a "five-in-one" 2Version 0 can provide a more intelligent drive-by-wire chassis domain integration solution for a new generation of domain-integrated vehicle network architecture.
At the same time, the ICDS integrates the air spring height ECAS control, shock absorber CDC control, EPS steering control function, and dual-way redundant EPB electronic parking function, and has integrated vehicle motion control VMC (DMC), ESC and other algorithms, which can coordinate and control the longitudinal, transverse and vertical actuators of the chassis in an all-round way.
Tongyu Technology has laid out the overall solutions and product camps including braking system, steering system and chassis domain controller, among which the chassis domain control scheme integrates active suspension controller (air suspension + active shock absorber) through dual MCU redundancy architecture and EPB dual-control redundancy design, and can also integrate vehicle positioning function and wheel speed sensor acquisition, which will realize the integrated control of the four major systems of drive, braking (driving + parking), steering and suspension, and the chassis domain function software is all self-developed. It can quickly meet the different needs of customers.
To do a single chassis product, in the next few years, for the enterprise, means that the competitiveness will be relatively weak, "in the view of Shu Qiang, chairman of Tongyu Automobile Technology, only in advance of the layout of XYZ, and really proficient, in order to have the opportunity to participate in the next ten years, twenty years of chassis track competition."
In the view of the Gaogong Intelligent Vehicle Research Institute, the comprehensive localization breakthrough from perception, regulation and control to execution, and the experience upgrade around vehicle intelligence, especially intelligent driving, is an excellent time window.