2024自动驾驶线控底盘行业研究报告_40页_4mb

Line Control Chassis Industry Report Summary

Industry Overview

Line control chassis (X-by-wire) is a system where electronic signals replace mechanical components for precise vehicle control, enabling integration with autonomous driving. Core features include human-machine decoupling, fast response, and high integration, making it essential for advanced driving automation. Key advantages include improved reliability, cost efficiency, and support for over-the-air (OTA) updates, while challenges involve technical hurdles in braking and steering systems.

Market Analysis

The global market for line control chassis is projected to grow significantly, with China's market expected to reach CNY 282 billion by 2025 and CNY 1,267 billion by 2030. In 2025, passenger car chassis account for ~89% of the market, with low-speed vehicles contributing similarly in niche sectors. Key segments include line-controlled braking, steering, drive, and suspension, with varying penetration rates, costs, and development stages.

Key Technologies and Trends

A major trend is domain concentration and cross-domain fusion, moving from separate subsystems to integrated chassis domains with software-defined control. This supports autonomous driving capabilities like L3 and L4 levels, with many OEMs developing proprietary systems for faster iteration. National policies, such as China's emphasis on electric and autonomous technologies, are accelerating standardization and enabling mass production. Software-hardware decoupling is driving innovation, reducing costs and boosting OEM involvement.

Industry Players and Products

Leading companies include international Tier 1 suppliers like Bosch and ZF, alongside domestic firms such as Xpeng and BYD, focusing on components, integrated systems, and autonomous platforms. Products range from low-speed u-turn vehicles to high-end passenger cars, with platforms like Rivian's skateboard chassis offering full vehicle integration. Growth is seen in collaborations, OEM investments, and supply chain developments.

Policies and Future Outlook

Government policies encourage line control adoption through standards (e.g., GB/T 43947-2024) and incentives for reliability and safety. By 2030, full L4 automation is expected to scale, with domains maturing and new business models emerging. Challenges include technological immaturity, safety regulations, and high entry barriers, though opportunities lie in domestic substitution, low-speed use cases, and software-driven advancements.

Conclusion and Implications

Line control chassis is poised for widespread adoption, with OEMs set to lead market growth due to strategic control of core technologies. This shift promotes innovation, cost reduction, and market democratization, while underscoring the need for robust safety frameworks. Overall, it is foundational for intelligent mobility transition.