封面
市场调查报告书
商品编码
1583749

中国乘用车线控制动/AEB市场(2024年)

Passenger Car Brake-by-Wire and AEB Market Research Report, 2024

出版日期: | 出版商: ResearchInChina | 英文 320 Pages | 商品交期: 最快1-2个工作天内

价格
简介目录

1. 预计2024年上半年EHB渗透率将超过40%,年内将达50%。

2024年上半年电液煞车(EHB)安装数量逼近400万个,较去年同期成长101%,安装率超过40%,较去年同期成长19.9个百分点与去年同期相比,EHB市场持续活跃。

线控制动市场的火热很大程度上是由新能源市场推动的。线控制动满足了新能源汽车的一系列要求,包括无真空供电、对系统响应速度的高要求、以及煞车能量回收能力等。

在EHB的技术分类中,一体机的占有率正在进一步扩大。2024年上半年,One Box市占率增至75.9%,年增17.4个百分点。

2.部分整车厂正率先完成线控制动产业链布局。

一些整车厂(主要是中国自主品牌)透过成立子公司或与其他製造商合资的方式进入线控制动市场。到2024年,许多整车厂将完成线控制动产品的量产。

Geely - VCS Technology

VCS Technology成立于2022年5月,专注于线控制动、线控转向、线控悬吊三大核心底盘系统和底盘域控制器的研发和生产。

2023年12月,VCS Technology一体式产品HDBS量产下线。该系统可实现煞车辅助、传统ESC功能和智慧驾驶辅助功能,反应时间可达150ms以内。其应用范围涵盖燃油车、纯电动车、混合动力车,也可应用于轻型商用车。据悉,VCS TechnologyHDBS量产后将首次搭载在Geely品牌上。

3. EMB预计最迟在2026年实现小规模量产。

业界一致认为 EMB 是真正的线控制动。EMB系统已经研究了20多年,但由于一系列难以克服的技术问题,包括 "电机要求高、缺乏故障安全备用制动能力、成本高等" ,许多系统至今仍未使用。然而,近年来,中外製造商显着推进了 EMB 的研发。根据各厂商的计划,预计最迟到2026年EMB即可实现小规模量产。

Beijing West Industries(BWI)的EMB将于2026年量产,首批将在Kaiyi Auto和U POWER上市。

2024年7月,BWI宣布 "2035 Full X-by-wire" 全球技术战略,将与Kaiyi Automobile和U POWER战略合作,于2026年为客户量产机电煞车系统(EMB)。产品特点如下。

BWI的EMB系统整合了ABS、ESC、TCS、ACC等。自主研发的双马达EMB系统,反应速度大幅提升,车轮锁死时间短至75ms。四轮独立控制最大限度地提高煞车稳定性。

BWI EMB 不使用伺服机构或 ESC 模组,是真正的线控。该系统完全没有煞车管,左右舵结构一体化,节省了空间,增加了减重和紧凑化的潜力。

采用插入式电子结构接口,无需填充或排出煞车油,简化了组装过程。

煞车结束时,BWI EMB系统立即释放卡钳,实现真正的零阻力,有效降低能耗,减少CO2和颗粒物排放。

本报告针对中国乘用车线控制动/AEB市场进行研究分析,提供产业问题及发展趋势、安装数量、供应商等资讯。

目录

第1章 线控制动产业概述

  • 煞车系统分类
  • 现有标准和法规中的煞车性能要求
  • 线控制动产品的演变史
  • 线控制动法规
  • EMB相关法规(欧洲)
  • EMB相关法规(中国)
  • 乘用车底盘智慧迭代
  • 线控制动主要发展目标(2025-2030年)
  • 线控制动产品分类
  • 电液製动器(EHB)
  • EHB技术路线
  • EHB结构比较
  • EHB发展层级分布
  • 机电煞车(EMB)
  • 线控制动的两条技术路线
  • 线控制动配件
  • ABS
  • Esc键
  • 环保署
  • 各大厂商线控制动冗余设计
  • 线控制动故障模式
  • 能量回收策略
  • 一箱和两箱煞车能量回收策略的选择
  • EHB数据分析

第2章 AEB(自动紧急煞车)概述

  • 自动包围曝光功能概述
  • AEB识别方案选择策略
  • 自动包围曝光操作范围
  • AEB国外法规/标准(1)
  • AEB国外法规/标准(2)
  • AEB国外法规/标准(三):中国与欧洲AEB法规比较
  • 中国AEB相关标准法规最新动向
  • 中国AEB相关标准法规解读
  • AEB 安装数量数据
  • AEB感测器解决方案及技术趋势分析
  • OEM AEB触发场景及特性分析
  • 近年来OEM对OTA中AEB功能的重视

第3章 乘用车线控制动系统供应商

  • 各厂商EHB产品彙总
  • 各厂商EMB产品彙总
  • Bosch
  • Continental
  • ZF
  • Hitachi Astemo
  • Brembo
  • Mando
  • Bethel
  • 7 Brake-by-Wire Product Capacity
  • 10 Vehicle Braking System Designation
  • NASN Automotive Electronics
  • LeeKr Technology
  • Global Technology
  • Trugo Tech
  • Bebest
  • TriNova
  • Tongyu Automotive
  • Tuopu Group
  • BYD
  • 其他

第4章 中国乘用车整车厂线控制动系统布局

  • Great Wall Motor
  • BYD
  • SAIC
  • Changan
  • Geely
  • Chery
  • Dongfeng
  • FAW Hongqi
  • BAIC
  • Xiaomi
  • Audi
  • JAC

第5章线控制动产业面临的课题及发展趋势

简介目录
Product Code: LMM027

1. EHB penetration rate exceeded 40% in 2024H1 and is expected to overshoot 50% within the year

In 2024H1, the installations of electro-hydraulic brake (EHB) approached 4 million units, a year-on-year increase of 101%; the installation rate exceeded 40%, up 19.9 percentage points compared with the same period last year, the EHB market has kept prosper.

The hot brake-by-wire market is largely driven by the new energy market. Brake-by-wire meets a series of requirements of new energy vehicles, such as no vacuum power source, high requirements for system response speed, and brake energy recovery. The following figure shows the sales and penetration rate of new energy vehicles from 2021 to June 2024. From the data, the growth trend of brake-by-wire installations and installation rate is highly consistent with that of new energy vehicle sales and penetration rate.

From the perspective of EHB technology classification, the share of One-Box has further expanded. In 2024H1, the share of One-Box increased to 75.9%, an increase of 17.4 percentage points from the same period last year.

2. Some OEMs have taken the lead in completing the layout of brake-by-wire industry chain

Some OEMs, mainly Chinese independent brands, have entered the brake-by-wire market by setting up subsidiaries or joint ventures with other manufacturers. By 2024, many OEMs have completed mass production of brake-by-wire products.

Geely - VCS Technology

Founded in May 2022, VCS Technology focuses on the R&D and production of 3 core chassis systems, namely brake-by-wire, steer-by-wire and suspension-by-wire, as well as chassis domain controllers.

In December 2023, VCS Technology's One-Box product HDBS was mass-produced and rolled off the production line, with an expected annual output of 600,000 sets. The system can realize brake assist, conventional ESC functions and intelligent driver assist functions, and the response time can reach within 150ms. Its application range can cover fuel, all-electric and hybrid models, and can also be applied to some light commercial vehicles. It is reported that VCS Technology HDBS will be the first to be equipped on Geely brands after mass production.

3. EMB expects to achieve small-scale mass production by 2026 at the latest

It is an industry consensus that EMB is truly brake-by-wire. Although the research history of EMB system has been more than 20 years, it is difficult to overcome a series of technical problems such as "high requirements for motors, no fail-safe backup braking function, and high cost", and EMB system has not been applied in large quantities so far. However, in recent years, Chinese and foreign manufacturers have made great progress in EMB research and development. According to the plans of various manufacturers, it is expected that EMB will be able to achieve small-scale mass production by 2026 at the latest.

Beijing West Industries (BWI)'S EMB will be mass-produced in 2026, with the first batch to be launched in Kaiyi Auto and U POWER

In July 2024, BWI released the "2035 Full X-by-wire" global technology strategy, which mentioned that BWI's electronic mechanical braking system (EMB) has obtained strategic cooperation with Kaiyi Automobile and U POWER, and will be mass-produced for customers in 2026. Its product features include:

BWI's EMB system integrates ABS, ESC, TCS, ACC, etc. The self-developed dual-motor EMB system dramatically accelerates the response speed, and the wheel locking time is as short as 75ms. Four-wheel independent control maximizes braking stability.

Without servo mechanism or ESC module, BWI EMB realizes truly x-by-wire. The system is completely free of braking pipe, while left and right rudder structures are unified, reducing space requirements and enhancing the possibility of lightweight and compactness.

Utilizes plug-in electronic structural interfaces, eliminating the need for filling or discharge brake fluid and simplifying the assembly process.

Once finished braking, the BWI EMB system releases calipers instantly, achieving true zero drag, effectively lowering energy consumption and reducing CO2 & particulate matter emissions.

Table of Contents

1 Overview of Brake-by-Wire Industry

  • 1.1 Classification of Braking Systems
  • 1.2 Requirements for Braking Performance in Existing Standards or Regulations
  • 1.3 Iteration History of Brake-by-wire Products
  • 1.4 Regulations related to Brake-by-wire
  • 1.5 EMB-related Regulations (Europe)
  • 1.6 EMB-related Regulations (China)
  • 1.7 Iteration of Intelligent Chassis for Passenger Cars
  • 1.8 Key Development Goals of Brake-by-Wire, 2025-2030E
  • 1.9 Classification of Brake-by-wire Products
  • 1.10 Electro-Hydraulic Brake (EHB)
  • 1.11 EHB Technical Route
  • 1.12 EHB Structural Comparison
  • 1.13 EHB Development Tier Distribution
  • 1.14 Electro-Mechanical Brake (EMB)
  • 1.15 Two Technology Routes of Brake-by-wire
  • 1.16 Brake-by-wire Accessories
  • 1.17 ABS
  • 1.18 ESC
  • 1.19 EPB
  • 1.20 Redundant Design of Brake-by-wire for Major Manufacturers
  • 1.21 Brake-by-wire Failure Modes
  • 1.22 Energy Recovery Strategy
  • 1.23 Energy Recovery Strategy Selection of One-Box and Two-Box Braking
  • 1.24 EHB Data Analysis
    • 1.24.1 Overall Installation of EHB
    • 1.24.2 EHB Installations & Installation Rate: by Energy Type
    • 1.24.3 EHB Installations & Installation Rate: by Price
    • 1.24.4 EHB Installations: By Technology Route
    • 1.24.5 Market Share of EHB Suppliers

2 Overview of AEB (Automatic Emergency Braking)

  • 2.1 Overview of AEB Function
  • 2.2 AEB Perception Solution Selection Strategy
  • 2.3 AEB Working Range
  • 2.4 AEB Overseas Regulations/Standards (1)
  • 2.4 AEB Overseas Regulations/Standards (2)
  • 2.4 AEB Overseas Regulations/Standards (3): Comparison of AEB Regulations in China and Europe
  • 2.5 Latest Dynamics of AEB-related Standards and Regulations in China
  • 2.6 Interpretation of AEB-related Standards and Regulations in China
  • 2.7 AEB Installation Data
    • 2.7.1 AEB Installations: Overall Installations and Installation Rate
    • 2.7.2 AEB Installations: by OEM Type
    • 2.7.3 AEB Installations: by Energy Type
    • 2.7.4 AEB Installations: by Price
    • 2.7.5 AEB Installations: by Brand and Model
    • 2.7.6 AEB Functional Segmentation: AEB-JA Installations
    • 2.7.7 AEB Functional Segmentation: Automatic Emergency Steering (AES) Installations
  • 2.8 Analysis of AEB Sensor Solutions and Technology Trends
    • 2.8.1 Proportion of AEB Sensor Solutions and Their Characteristics
    • 2.8.2 AEB Sensor Solution Trends
    • 2.8.3 AEB Function Trends
    • 2.8.4 AEB Function Trend Case 1
    • 2.8.5 AEB Function Trend Case 2
  • 2.9 Analysis of OEMs' AEB Triggering Scenarios and Functions
    • 2.9.1 Summary of AEB Triggering Scenarios for Some OEMs
    • 2.9.2 Model Case 1
    • 2.9.3 Model Case 2
    • 2.9.4 Model Case 3
    • 2.9.5 Model Case 4
    • 2.9.6 Model Case 5
    • 2.9.7 Model Case 6
  • 2.10 OEMs' Recent OTA Focus of AEB Function
    • 2.10.1 OTA Model Case 1
    • 2.10.2 OTA Model Case 2
    • 2.10.3 OTA Model Case 3

3 Passenger Car Brake-by-Wire System Suppliers

  • 3.1 Summary of EHB Products by Manufacturers
  • 3.2 Summary of EMB Products by Manufacturers
  • 3.3 Bosch
    • 3.3.1 Development History of Braking Products
    • 3.3.2 Traditional Brake System Products: ABS
    • 3.3.3 Traditional Brake System Products: ESP
    • 3.3.4 Traditional Brake System Products: PEBS
    • 3.3.5 AEB Sensor Solution
    • 3.3.6 Brake-by-Wire Products
    • 3.3.7 Brake-by-Wire 1.0 Products
    • 3.3.8 Brake-by-Wire 2.0 Products
    • 3.3.9 Brake-by-Wire 3.0 Products
    • 3.3.10 Brake-by-Wire Redundancy Solution
    • 3.3.11 Vehicle Models with Brake-by-wire Products Applied
  • 3.4 Continental
    • 3.4.1 Development History of Brake-by-Wire
    • 3.4.2 Brake-by-Wire 1.0 Products
    • 3.4.3 Brake-by-Wire 2.0 Products
    • 3.4.4 Development Path of Brake-By-Wire Technology
    • 3.4.5 Brake-by-Wire Redundancy Solution
    • 3.4.6 Recall Due to Brake-By-Wire
    • 3.4.7 AEB System
    • 3.4.8 AEB System Sensor
  • 3.5 ZF
    • 3.5.1 Development History of Brake-by-Wire
    • 3.5.2 EBB
    • 3.5.3 EBB System for Aftermarket
    • 3.5.4 One-box Brake-by-Wire Products
    • 3.5.5 Braking Redundancy Solution
    • 3.5.6 Dry Brake-by-Wire
    • 3.5.7 AEB Solution
  • 3.6 Hitachi Astemo
    • 3.6.1 1st-generation X-by-wire Products
    • 3.6.2 2nd-generation of X-by-wire Products
    • 3.6.3 3rd-generation of X-by-wire Products
    • 3.6.4 Features of Third Generation of X-by-wire Products
    • 3.6.5 AEB Solution
  • 3.7 Brembo
    • 3.7.1 BbW
    • 3.7.2 Sensify
    • 3.7.3 Sensify Solution Combinations for Different Vehicle Types
  • 3.8 Mando
    • 3.8.1 Profile
    • 3.8.2 Solutions for New Energy Market
    • 3.8.3 Development Route of X-by-wire Products
    • 3.8.4 1st-generation Brake-by-wire Products
    • 3.8.5 2nd-generation Brake-by-wire Products
    • 3.8.6 3rd-generation Brake-by-wire Products
    • 3.8.7 Braking Performance of EMB in Failure State
    • 3.8.8 EMB's Advantages and Industry Challenges
    • 3.8.9 Comparison of 2nd and 3rd Generation Brake-by-Wire Products
    • 3.8.10 AEB Actuator
  • 3.9 Bethel
    • 3.9.1 Profile
    • 3.9.2 Vehicle Braking System Related Products
    • 3.9.3 Electronic Parking Brake System
    • 3.9.4 1st-generation Brake-by-Wire System
    • 3.9.5 Models of Brake-by-Wire System Applied
    • 3.9.6 2nd-generation Brake-by-Wire System
  • 3.9. 7 Brake-by-Wire Product Capacity
    • 3.9.8 New Brake-By-Wire Project and Technology Development
    • 3.9.9 Latest Brake-By- Wire Product Portfolio
  • 3.9. 10 Vehicle Braking System Designation
  • 3.10 NASN Automotive Electronics
    • 3.10.1 Profile
    • 3.10.2 Vehicle Braking System Related Products
    • 3.10.3 Vehicle Stability Control System
    • 3.10.4 Electronic Brake Booster System
    • 3.10.5 Integrated Intelligent Braking System
    • 3.10.6 NBC Redundancy Solution
    • 3.10.7 Integrated Intelligent Braking System Capacity Layout
    • 3.10.8 Models with Brake-by-Wire Products Applied
    • 3.10.9 Future Planning and Layout of Brake-by-Wire
  • 3.11 LeeKr Technology
    • 3.11.1 Profile
    • 3.11.2 Development Route of Intelligent Chassis
    • 3.11.3 Brake-by-Wire One-box Products
    • 3.11.4 Brake-by-Wire Two-box Products
    • 3.11.5 EMB Products
    • 3.11.6 Braking Redundancy Module
    • 3.11.7 Brake-by-Wire Redundancy Solution
    • 3.11.8 Product Capacity Planning
    • 3.11.9 Cooperation Events
  • 3.12 Global Technology
    • 3.12.1 Profile
    • 3.12.2 Vehicle Braking Systems
    • 3.12.3 Intelligent Brake Booster System
    • 3.12.4 Global Decoupled Brake Control System (GDBC)
    • 3.12.5 Global Integrated Brake Control System (GIBC)
    • 3.12.6 GIBC Multi-redundancy Solution
    • 3.12.7 Electro-Mechanical Brake System
    • 3.12.8 Vehicle Brake-by-Wire Partners
    • 3.12.9 Brake-by-wire Capacity Planning
    • 3.12.10 Intelligent Chassis Planning Route
    • 3.12.11 Vehicle Brake-by-wire System: Future Planning and Layout
  • 3.13 Trugo Tech
    • 3.13.1 Profile
    • 3.13.2 Layout of Vehicle Chassis-by-Wire
    • 3.13.3 Electric Hydraulic Booster-Integrated (EHBI) System
    • 3.13.4 EMB Solution
  • 3.14 Bebest
    • 3.14.1 Technical Solution Panorama
    • 3.14.2 Development History of Chassis Products
    • 3.14.3 Chassis Product Matrix
    • 3.14.4 Chassis Intelligent Braking Related Products
    • 3.14.5 Electronic Power Braking System
    • 3.14.6 BIBC
    • 3.14.7 Redundant Intelligent Braking System BRBM
    • 3.14.8 BDBS+BESC
  • 3.15 TriNova
  • 3.16 Tongyu Automotive
  • 3.17 Tuopu Group
  • 3.18 BYD
  • 3.19 Others
    • 3.19.1 Orient-motion Technology
    • 3.19.2 Asia-Pacific Mechanical and Electronic Company

4 Brake-by-Wire System Layout of Chinese Passenger Car OEMs

  • 4.1 Great Wall Motor
    • 4.1.1 "Forest Ecosystem" Technology Layout
    • 4.1.2 Chassis-by-Wire Integrated with brake-by-Wire
    • 4.1.3 Intelligent Brake Subsidiary --Figure Intelligent Technology
    • 4.1.4 Overall Layout of Figure Intelligent Technology's Brake-by-Wire Solutions
    • 4.1.5 Figure Intelligent Technology's Braking Development History
    • 4.1.6 Figure Intelligent Technology's Braking Product Layout
    • 4.1.7 Figure Intelligent Technology's Brake-by-Wire Solution 1
    • 4.1.8 Figure Intelligent Technology's Brake-by-Wire Solution 2
    • 4.1.9 Figure Intelligent Technology's Brake-by-Wire Solution 3
    • 4.1.10 Figure Intelligent Technology's Brake-by-Wire Cooperation Case
    • 4.1.11 Figure Intelligent Technology's Braking-related Patents
  • 4.2 BYD
    • 4.2.1 BYD Establishes Wholly-Owned Brake-by-Wire Subsidiary - FinDreams Powertrain
    • 4.2.2 Self-development History of Braking Products
    • 4.2.3 Self-Developed Brake-by-Wire Solution
  • 4.3 SAIC
    • 4.3.1 SAIC's Brake-by-Wire R&D Subsidiary - DIAS Automotive Electronic
    • 4.3.2 Overall Layout of DIAS Braking Solutions
    • 4.3.3 DIAS Braking Products for L0-L5
    • 4.3.4 DIAS Brake-by-Wire Solution 1
    • 4.3.5 DIAS Brake-by-Wire Solution 2
    • 4.3.6 DIAS Brake-by-Wire System Innovative Features
    • 4.3.7 DIAS Brake-by-Wire Application Cases
  • 4.4 Changan
  • 4.5 Geely
  • 4.6 Chery
  • 4.7 Dongfeng
  • 4.8 FAW Hongqi
  • 4.9 BAIC
  • 4.10 Xiaomi
  • 4.11 Audi
  • 4.12 JAC

5 Challenges and Development Trends of Brake-by-wire Industry

  • 5.1 Trend 1
  • 5.2 Trend 2
  • 5.3 Trend 3
  • 5.4 Trend 4
  • 5.5 Trend 5
  • 5.6 Development of Key Components of Electro-mechanical Braking System (EMB)
  • 5.7 Trend 7
  • 5.8 Trend 8