市場調査レポート
商品コード
1070370
世界と中国のスケートボードシャーシ産業の分析 (2021年~2022年)Global and China Skateboard Chassis Industry Report, 2021-2022 |
世界と中国のスケートボードシャーシ産業の分析 (2021年~2022年) |
出版日: 2022年04月06日
発行: ResearchInChina
ページ情報: 英文 130 Pages
納期: 即日から翌営業日
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スケートボードシャーシをベースにした新しい自動車メーカーであるRivianは、市場でかなり人気があり、すでに自動車業界の注目の的となります。この他にも、CanooやArrival、REEといったスケートボードシャーシのメーカーが参入し、中国国内でも多数の同業他社 (UPower、PIX Moving、ECAR、IT BOXほか) が出現しています。世界の自動車業界から立ち遅れている中国企業にとって、スケートボードシャーシは起死回生のチャンスとなる可能性があります。
当レポートでは、世界と中国のスケートボードシャーシ産業の動向について分析し、製品の概要・特性や基本的なビジネスモデル、主要サプライヤーのプロファイルと開発・生産動向、自動車OEMやTier 1サプライヤーでの対応状況、といった情報を取りまとめてお届けいたします。
Rivian, a new carmaker based on skateboard chassis, is quite popular in the market and becomes the focus of the automotive industry when it makes its debut. Also, there emerge a number of skateboard chassis manufacturers like Canoo, Arrival and REE as well as the Chinese peers such as UPower, PIX Moving, ECAR, and IT BOX.
Similar to chassis essential to vehicle, skateboard chassis can broadly finds application in commercial vehicles of varied sizes and tonnage as well as passenger cars with different wheelbases.
Skateboard chassis can be divided by scenario into manned scenarios and non-manned ones, of which the former refers to the transportation of passengers and falls into civil use and commercial purpose; and the latter is complex in a relative sense where the use to carry goods take larger shares, such as trucks, vans and delivery vehicle.
The majority of chassis makers are exploring high-speed transportation of passengers and goods, and only Israeli REE and Chinese PIX Moving and ECAR are involved in low-speed scenarios.
Viewed from the influential skateboard chassis entrants in the market, only Canoo and Rivian chose to enter C-end vehicle market and confront Ford, GM and others. More chassis makers access to B-end market from various aspects, such as Arrival, which engages in both mobility/public transport market and logistics transportation market, I•T BOX with a focus on mobility market, and REE, UPower, etc. that set foot in autonomous driving scenario.
Once its target market is decided and R&D is in place, it is really a teaser for the manufacturers of skateboard chassis how to sell their products and make profit.
Three major business models for skateboard chassis makers:
When it comes to the profitability of products, chassis makers bring in profits in the early stage and the middle & later stage, spanning the lifecycle of products. In the early stage, they gain a handful of orders and make some profits by selling either vehicle or skateboard chassis; in the middle & later stage, chassis makers will give full play to its strength in software and seize sizable income through providing software subscription and value-added services for the sold vehicles or skateboard chassis.
Overall, chassis manufacturers have four types of customers:
Take the laggard OEMs and scenario service providers for example,
According to ResearchInChina, in 2021, there were 108 Chinese auto brands with more than 1 passenger car insured, including 79 Chinese car brands with less than 50,000 units insured (including 71 ones each with less than 20,000 units), with a total market sales share of just 5.5%, which can be truly described as survival in adversity and extremely fierce competition. Small scale, lack of funds, untimely transformation and other reasons make it even more difficult for many laggard automakers amid the COVID-19 pandemic. The emergence of skateboard chassis, shorter R & D cycle and less R & D capital investment seem to be a good way for behindhand carmakers to stage a comeback.
Public information shows that traditional automakers at home and abroad have begun to cooperate with chassis manufacturers about skateboard chassis.
In all scenarios, it is logistics transportation that needs a large number of vehicles to build a fleet, such as YTO Express, STO Express, ZTO Express, Yunda Express, JD Express, SF Express and China Post. In urban areas, a certain scale of van models is required for logistics transportation and distribution. Unlike ordinary van models, express delivery firms need to customize van cockpits and carriages to meet their delivery service needs.
Overseas, UPS and Amazon have placed custom-made orders to chassis makers about the development of pure electric logistics vehicle, which are being delivered successively.
In China, logistics transporters' attitudes towards skateboard chassis still remain unclear. However, the volume of express delivery in China registered 108.30 billion pieces cumulatively in 2021, a year-on-year spike of 29.9%, indicating a huge market scale. Correspondingly, the demand from enterprises for logistics vehicles is a sizable one.
The market is full of competitors. By the merit of not changing the chassis but changing the cockpit, the skateboard chassis can give birth to a variety of functional vehicles, with infinite potential. Besides the newly established chassis makers, there are also Tier 1 and OEMs competing to partake of the cake. But the cake is so big, how do the OEMs, Tier 1 suppliers and chassis makers divide it?
It seems that the time-honored conventional OEMs and Tier 1 suppliers enjoy more edges and a louder voice in chassis manufacturing. Rich technical knowhow and strong R&D strength, strong supply chain management and assembly & debugging capabilities are superior to chassis makers. The influential international giants like Bosch, Schaeffler, and ZF have frequently rolled out their concept models based on skateboard chassis over the recent years.
Entering 2022, Geely Farizon, IAT Automobile Technology and Ningbo Tuopu Group have successively announced their entry into skateboard chassis.
The time-honored Tier 1 suppliers branch out to skateboard chassis, which is a technical and strategic trend, and also to better serve customers. Service contents cover provision of full or partial skateboard chassis solutions, such as brake-by-wire/ steering/ throttle, suspension, 'battery + motor + electric control', etc.; and the service objects are: probably the powerful OEMs from which big orders come and with which deep cooperation have been constantly conducted. For small-batch orders, the quotation of Tier 1 is often too high, which is unbearable for general firms.
The OEM has always regarded chassis as the soul, and it will never be handed over to others, at least not for powerful OEMs. Based on the skateboard chassis, the OEM customers cover B-end and C-end, where the consumer market is basically dominated by OEMs. The painful facts of startups such as Byton, Singulato, and Qiantu Motor have proved that it is not easy for chassis manufacturers to directly build cars; in the to-B market, mobility service providers and logistics service providers hold considerable custom-made demand, a certain confrontation with chassis makers.
For chassis manufacturers, the cake is so big that they can partake of it. There are plenty of needs for autonomous vehicles in different self-driving scenarios, such as autonomous retailing vehicle/ delivery vehicle/ patrol car, etc. The demand for such orders is relatively scattered, which is suitably undertaken by chassis makers. What's more, mobility service providers, logistics service providers and laggard automakers are also bigger prospective customers.
Avoiding edges, attacking weaknesses, and taking a differentiated route have become the safest and most secure choice for chassis makers. With limited funds and strength, chassis manufacturers especially in Chinese market are exploring the fields where OEMs hardly engage, such as low-speed autonomous driving scenarios.