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1883970

全球线控转向市场（2024-2031年）

Steer-by-Wire Market, Global, 2024-2031

出版日期: 2025年10月10日 | 出版商:

Frost & Sullivan | 英文 54 Pages | 商品交期: 最快1-2个工作天内

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简介目录

线控转向技术面临实施上的挑战，主要原因是系统成本高和转向回馈不足。

线控转向（SbW）技术问世十余年，但全球市场仍蓄势待发，即将迎来成长。英菲尼迪和特斯拉等早期采用者，以及高阶电动车製造商，早在几年前就推出了线控转向系统，但在大众市场的普及速度却较为缓慢。这主要是由于系统成本高、需要强大的故障安全冗余机制、监管环境复杂，以及与现有系统相比，难以提供精准自然的转向回馈。线控转向系统摒弃了方向盘与前轴之间的传统机械连接，从而实现了重量减轻、能源效率提升、空间布局优化以及更大的座舱设计自由度。随着汽车製造商面临日益严格的二氧化碳排放和能源效率法规，以及消费者对更安静、更宽敞、更具沉浸感的数位化内装的期望不断提高，这些优势变得愈发重要。

根据弗若斯特沙利文公司的分析，线控转向（SbW）技术的应用正接近临界点，许多汽车製造商（OEM）正准备在2025年或2026年初推出搭载SbW技术的车型。包括采埃孚（ZF）、耐世特（Nexteer）、捷太格特（JTEKT）和蒂森克虏伯（Thyssenkrupp）在内的领先供应商正与汽车製造商合作，将SbW技术应用于新型电动车和自动驾驶平台。然而，挑战依然存在，供应商必须努力降低成本、提高可扩展性并符合安全标准。同时，他们也必须改进转向手感和回馈。与汽车製造商和内饰系统製造商的合作对于充分发挥先进驾驶座概念的潜力也至关重要，例如平坦的地板、伸缩式的方向盘和灵活的座椅布局。

展望未来，线控电池（SbW）市场预计将继续保持温和成长。消除机械连接不仅有助于模组化和轻量化车辆设计，还能让汽车製造商透过创新的内装和无缝的自动驾驶切换实现差异化。随着规模经济效益的提升和法规结构的日益成熟，成本竞争力不断增强，线控电池将从高端配置过渡到标准技术。随着量产车製造商计划在不久的将来引入线控电池系统，市场有望迎来转型，线控电池将成为电动车、共享出行汽车、无人出租车以及L3+级自动驾驶汽车生态系统的基础技术。

分析范围

由于维修成本高、可靠性问题以及消费者对道路回馈和转向感觉的接受度低，线控转向（SbW）的普及速度一直很慢。
此外，较高的初始开发成本也是推广应用的一大障碍，OEM 製造商担心所需的大量投资。
然而，SbW 提供了减轻重量、设计灵活性和个人化转向等多种优势，有可能为客户带来更多价值。
联网汽车、ADAS、电动车和未来自动驾驶汽车的日益普及将扩大这项技术的应用机会。
本研究检验了全球趋势、当前前景以及各地区市场参与企业的成长机会。

三大策略要务对SbW产业的影响

竞争加剧

原因：
- 竞争格局给汽车製造商带来了巨大的压力，他们需要保持竞争力并赢得大规模的基本客群。
- 顾客不断寻求新的车辆专属体验，而这些体验与成本绩效密不可分。
- 为了在 SbW 市场中占据主导，企业应该专注于创新和提供具有成本效益的解决方案，尤其是在它们可以利用先发优势的领域。
弗罗斯特的观点：
- 透过消除机械连接，SbW 可实现精确驱动、快速响应和高度智慧化操作，在设计灵活性、空间布局和成本节约方面具有明显优势，从而有助于缓解市场上的价格压力。
- 透过与 SbW 领域的 OEM 建立策略合作伙伴关係进行联合创新，将缩短产品上市时间，同时加强售后服务并展示安全性，将有助于在 OEM 和客户之间建立信任。

内部问题

原因：
- 当新科技出现时，员工和经营团队固守现状，偏好熟悉的系统和流程，这种情况并不少见。
- 不支持技术主导创新的组织文化会严重阻碍变革努力，最终影响公司的绩效和长期愿景。
- 公司害怕投资新技术带来的不确定性，因此往往从一开始就考虑投资回报率率 (ROI)。
弗罗斯特的观点：
- 公司应专注于使自身目标与行业趋势保持一致，例如向更数位化和软体主导的汽车生态系统转型，包括电动车和高级驾驶辅助系统 (ADAS)，其中线传软体 (SbW) 的整合至关重要。
- 这种一致性提供了竞争优势，使公司能够透过改进产品和用户体验来提高创新能力，同时还可以透过消除冗余部件来降低生产成本。
- 归根结底，製造商必须透过建立通用的合作标准来促进创新。

压缩客户价值链

原因：
- 传统的品质把关流程、漫长的开发週期和内部测试已不再必要。
- 为了满足客户对快速创新和最尖端科技的需求，必须快速开发和部署 SbW 等技术。
- 跨职能团队和基于平台的车辆开发正在压缩价值链，迫使原始设备製造商 (OEM) 要求一级供应商和软体供应商更快地交付可用于生产的软体。
弗罗斯特的观点：
- 为了在新能源汽车市场竞争中保持领先地位，供应商和整车製造商必须展现敏捷性，开发和交付能够适应压缩开发进度的解决方案。
- 供应商和原始设备製造商应该合作推动创新和促进解决方案，这将促进更紧密的合作、更快的上市时间和共用创新。
- SbW 将进一步增强供应商的能力，供应商将承担转向和安全功能，而 OEM 则专注于整合和使用者体验。

主要竞争对手

汽车製造商
- Nissan/Infiniti
- Tesla
- BYD
- Lexus
- Lotus
- GMC
- Chevrolet
- NIO
- Rolls Royce
- Ford
- Mercedes Benz
- Honda
- SAIC Motors
- Geely
- BMW
一级供应商和模组整合商
- Nexteer Automotive
- Bosch
- ZF Friedrichshafen
- JTEKT Corporation
- Continental
- Hyundai Mobis
- Mando Corporation
- Shaeffler
- Thyssenkrupp
- NSK Ltd
- Veoneer
- Denso Corporation

竞争环境

竞争对手数量
- 超过 20 家供应商和超过 10 家 OEM 製造商
竞争因素
- 成本、专案、支援、技术、可靠性、消费者信任度、扩充性、生产量
主要终端用户产业
- 汽车（乘用车）
主要竞争对手
- 特斯拉、日产/英菲尼迪、比亚迪、蔚来、丰田/雷克萨斯、劳斯莱斯、雪佛兰、GMC
其他主要竞争对手
- 吉利、福斯、宾士、宝马、Rivian、福特、本田
流通结构
- 供应商、OEM製造商

成长驱动因素

主动式转向系统和软体集成
轻巧且机械结构简单
设计灵活性和空间优化
不断发展的安全标准
专用车辆（PBV）的客製化转向系统

成长限制因素

使用者信任与安全感
初始系统成本高
监管复杂性和认证障碍
原始设备製造商不愿将SbW整合到大众市场
复杂的冗余和网路安全要求

The global steer-by-wire (SbW) market is expected to grow despite the technology itself being over a decade old. Early adopters, including Infiniti and Tesla, as well as premium segment EV manufacturers, introduced SbW systems years ago; however, penetration in the mass market has been slow. This is largely due to high system costs, the need for robust fail-operational redundancy, regulatory complexities, and difficulties in delivering precise, natural steering feedback compared to current systems. SbW eliminates the traditional mechanical linkage between the steering wheel and the front axle, unlocking weight savings, enhanced energy efficiency, improved packaging, and greater cabin design freedom. These attributes are increasingly vital as OEMs face stricter CO2 and efficiency regulations, as well as rising consumer expectations for quieter, more spacious, and digitally immersive interiors.

According to Frost & Sullivan's analysis, SbW adoption is at an inflection point, as many OEMs are preparing to launch SbW-equipped models in 2025 or early 2026. Leading suppliers, such as ZF, Nexteer, JTEKT, and Thyssenkrupp, are collaborating with OEMs to introduce SbW technology across new EV and autonomous platforms. Nevertheless, challenges persist-suppliers must work on reducing cost, scalability must be improved, and safety standards must be complied with, while refining steering feel and feedback. Collaborating with OEMs and interior system manufacturers is also essential to fully unlocking the potential of advanced cockpit concepts, including flat floors, retractable steering wheels, and flexible seating configurations.

Looking ahead, the SbW market will continue to grow slowly. The removal of mechanical linkages not only supports modularity and lightweight vehicle designs but also enables OEMs to differentiate through innovative interiors and seamless autonomous driving transitions. As economies of scale improve cost competitiveness and regulatory frameworks mature, SbW will shift from a premium feature to a standard technology. With high-volume OEMs now on track to launch SbW systems in the near term, the market is set to witness a transformation by establishing SbW as a cornerstone of the EVs, SDVs, robotaxis, and L3+ autonomous vehicles ecosystem.

Scope of Analysis

Steer by wire (SbW) is experiencing slow adoption due to high maintenance costs, reliability concerns, and low consumer acceptance of road feedback and steering feel.
Adoption has also been low due to the high initial development costs, raising concerns for OEMs regarding large investments.
However, SbW offers various benefits, including reduced weight, design flexibility, and personalized steering, potentially providing more value to customers.
The growing adoption of connected vehicles, ADAS, EVs, and future SDVs will expand opportunities for the technology.
This study examines global trends, current outlook, and growth opportunities for market participants across different regions.

Questions This Study Will Answer

What is SbW? What is the distribution channel structure?
What are the primary drivers and restraints for this market?
How will this market grow? What is the adoption trend among regions? Who are the technology companies?
How do automotive SbW market sizes differ among the leading developed markets?
What are the growth avenues for the global SbW market until 2031?

The Impact of the Top 3 Strategic Imperatives on the SbW Industry

Competitive Intensity

Why:
- The competitive landscape exerts significant pressure on OEMs to remain competitive to capture a large customer base.
- Customers are constantly seeking new experiences with vehicles, essentially translating to value for money.
- To lead in the SbW market, companies should focus on innovation and providing cost-effective solutions, especially those that can benefit from an early mover advantage.
Frost Perspective:
- SbW offers precise actuation, faster response times, and high-level intelligent driving by eliminating mechanical connections, bringing clear advantages in design flexibility, space layout, and cost reduction, which help alleviate the price pressure in the market.
- Forming strategic partnerships with OEMs for SbW, co-innovation will enable faster time to market. In addition, strengthening after-sales support and demonstrating safety will help build trust with both OEMs and customers.

Internal Challenges

Why:
- It is common for employees and management to cling to the status quo during the emergence of new technologies, preferring familiar systems and processes.
- An organizational culture that does not support technology-driven innovation can significantly hinder change efforts, ultimately impacting a company's performance and long-term vision.
- Companies often fear the uncertainties associated with investing in new technology, leading them to consider ROI from day one.
Frost Perspective:
- Companies should focus on aligning their goals with industry trends, such as the shift to a more digital, software-driven automotive ecosystem, including EVs and ADAS, where SbW integration is essential.
- This alignment provides a competitive advantage, allowing companies to become more innovative by enhancing their products and user experiences, as well as potentially reducing production costs by eliminating redundant components.
- Eventually, manufacturers must compel advancements by establishing common standards for collaboration.

Customer Value Chain Compression

Why:
- Traditional quality gate processes, lengthy development cycles, and in-house testing are no longer required.
- Technologies such as SbW must be developed and deployed rapidly to meet customer demands for faster innovation and cutting-edge technology.
- Cross-functional teams and platform-based vehicle development compress the value chain, pushing OEMs to require Tier I suppliers and software providers to deliver production-ready SbW faster.
Frost Perspective:
- Suppliers and OEMs must be agile, developing and offering solutions that can adapt to compressed development timelines to remain competitive in the race to dominate the new energy vehicle market.
- Suppliers and OEMs should work together to drive advances and fostered solutions, fostering closer collaboration, faster time to market, and shared innovation.
- SbW will become more powerful in enabling vendors, with suppliers becoming responsible for steering and safety functions, while OEMs focus on integration and user experience.

Key Competitors

OEMs
- Nissan/Infiniti
- Tesla
- BYD
- Lexus
- Lotus
- GMC
- Chevrolet
- NIO
- Rolls Royce
- Ford
- Mercedes Benz
- Honda
- SAIC Motors
- Geely
- BMW
Tier I Suppliers and Module Integrators
- Nexteer Automotive
- Bosch
- ZF Friedrichshafen
- JTEKT Corporation
- Continental
- Hyundai Mobis
- Mando Corporation
- Shaeffler
- Thyssenkrupp
- NSK Ltd
- Veoneer
- Denso Corporation

Competitive Environment

Number of Competitors
- 20+ suppliers and 10+ OEMs
Competitive Factors
- Cost, programs, support, technology, reliability, consumer trust, scalability, volume
Key End-user Industry Verticals
- Automotive-passenger vehicles
Leading Competitors
- Tesla, Nissan/Infiniti, BYD, NIO, Toyota/Lexus, Rolls Royce, Chevrolet, GMC
Other Notable Competitors
- Geely, Volkswagen, Mercedes Benz, BMW, Rivian, Ford, Honda
Distribution Structure
- Suppliers, OEMs

Growth Drivers

Adaptive Steering and Software Integration
Weight Reduction and Mechanical Simplification
Design Flexibility and Space Optimization
Safety Standard Evolution
Tailored Steering for Purpose-built Vehicles (PBVs)

Growth Restraints

User Trust and Safety Perception
High Initial System Cost
Regulatory Complexities and Certification Barriers
OEM Hesitance to Integrate SbW in the Mass Market
Complex Redundancies and Cybersecurity Demands

Research Scope

Scope of Analysis
By-Wire System Segmentation
Regional Segmentation

Growth Environment: SbW Market

Key Findings
Penetration Forecast
OEM and Supplier Snapshot
Key Strategic Partnerships and Recent Initiatives

Growth Environment: Transformation in the SbW Market

Why is it Increasingly Difficult to Grow?
The Strategic Imperative 8
The Impact of the Top 3 Strategic Imperatives on the SbW Industry

Growth Environment: Ecosystem in the SbW Market

Market Definition
Distribution Channels
Competitive Environment
Key Competitors

Growth Generator in the SbW Market

Growth Metrics
Growth Drivers
Growth Restraints
Forecast Considerations
Revenue and Unit Shipment Forecast
Revenue Forecast by Region
Revenue Forecast Analysis
Unit Shipment Forecast by Region
Pricing Trends Forecast
Pricing Trends and Forecast Analysis

Growth Environment: SbW Regulations

Chinese Regulations
North American Regulations
European Regulations

Growth Environment: SbW Ecosystem, Trends, and Future Roadmap

Different Types of SbW Configurations in the Evolving Automotive Landscape
Steering System Technologies: Feature-Based Comparison
Key Parameters that Define and Characterize an SbW System
Major Safety Benefits of Replacing Mechanical Steering with SbW Technology
Major Trends Impacting Growth and Adoption of SbW Technology
CASE Impact
Future Roadmap

Growth Opportunity Analysis: Growth Generator SbW, China

Growth Metrics
Revenue and Unit Shipment Forecast
Penetration Forecast
Forecast Analysis

Growth Opportunity Analysis: Growth Generator SbW, Europe

Growth Metrics
Revenue and Unit Shipment Forecast
Penetration Forecast
Forecast Analysis

Growth Opportunity Analysis: Growth Generator SbW, North America

Growth Metrics
Revenue and Unit Shipment Forecast
Penetration Forecast
Forecast Analysis

Supplier Profiling

ZF Friedrickshafen AG
JTEKT Corporation
Nexteer Automotive
Bosch
Thyssenkrupp

Growth Opportunity Universe

Growth Opportunity 1: Integration with Autonomous Driving
Growth Opportunity 2: Space Optimization and Interior Redesign
Growth Opportunity 3: Lightweighting and Efficiency Gains

Appendix & Next Steps

Benefits and Impacts of Growth Opportunities
Next Steps
List of Exhibits
Legal Disclaimer

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License/价格

全球线控转向市场（2024-2031年）

Steer-by-Wire Market, Global, 2024-2031

分析范围

三大策略要务对SbW产业的影响

主要竞争对手

目录

调查范围

成长环境：SbW市场

成长环境：SbW市场的转型

成长环境：SbW 市场生态系统

SbW市场成长驱动因素

成长环境：SbW法规

成长环境：SbW 生态系统、趋势与未来蓝图

成长机会分析：成长驱动因素：SbW（中国）

成长机会分析：成长驱动因素：SbW、欧洲

成长机会分析：成长驱动因素：SbW，北美

供应商概况

发展机会

附录与后续步骤