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中国の乗用車用電子制御サスペンション産業（2024年）

China Passenger Car Electronic Control Suspension Industry Research Report, 2024
出版日: | 発行: ResearchInChina | ページ情報: 英文 290 Pages | 納期: 即日から翌営業日

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中国の乗用車用電子制御サスペンション産業（2024年）
出版日: 2024年02月18日
発行: ResearchInChina
ページ情報: 英文 290 Pages
納期: 即日から翌営業日
  • 全表示
  • 概要
  • 目次
概要

1. 2023年、エアサスペンションの組立数は前年比113.1%増の60万台を超える

2023年、CDC油圧サスペンションの組立数は130万台に迫り、前年比52.7%増、組立率は前年比1.9ポイント上昇します。新興自動車ブランドに牽引され、2023年のエアサスペンションの組立数は60万台を超え、113.1％の急増となっています。

統計によると、2023年のエアサスペンション搭載モデルの初値は19万元台まで下がり、NIO、Li Auto、Xpeng、Voyah、Zeekrなどのブランドがエアスプリングを標準装備しており、2024年のエアサスペンション組立数は倍増が続くと予測されます。

2. 国内OEMはマジックカーペットサスペンションのブレークスルーを達成した

マジックカーペットサスペンションは、Mercedes-Benzのモデルに初めて搭載され、「マジックボディコントロールシステム」と呼ばれました。このシステムは、フロントガラス上部のステレオカメラで路面をスキャンする機能を実現しています。そのデータを計算し、アクティブサスペンションシステムを調整することで、車体を常に水平姿勢に保つという目的を達成することができます。

  • このシステムは、動的振動低減制御、全体的なアクティブステアリング、インテリジェント4輪駆動、4輪スピードセンサー、前後アクスル電動アクティブスタビライザーバー、双眼カメラ、エアーサスペンションなどのコンポーネントで構成されています。このシステムは、車両前方14メートルまでの道路情報をスキャンすることができ、でこぼこした路面では車体を20ミリ上昇させることができます。
  • Mercedes-Benz、BMW、Audiといった高級ブランドに加え、国内OEMメーカーも近年、マジックカーペットサスペンションの分野で躍進しています。
  • 2023年12月に市販されるVoyah Zhuiguangが搭載する「マジックカーペットシャーシ」は、4つのCDCショックアブソーバー、エアスプリング、共有ADASフロントビューカメラなどを主要コンポーネントとしています。前方カメラは車両前方5～15メートルの道路データをリアルタイムでスキャンし、アクティブサスペンションコントローラーに送信してサスペンションの状態を調整します。

Voyah ZhuiguangのPHEVのマジックカーペットシャーシは、走行距離を65mm、調整精度を2mmに調整することができます。システムは1秒間に500回の路面状態と車両状態を判断でき、ショックアブソーバーは1秒間に100回のリアルタイム制御を実現できます。

Voyahに加え、BYDが自社開発したYunnian-Xもマジックカーペットサスペンションに属します。Yunnian-Xシステムの主要コンポーネントは、前方双眼カメラ、アクティブ傾斜防止ロッド、ダブルバルブショックアブソーバー、エアスプリング、車高センサー、Yunnianインテリジェントコンピューティングセンターなどです。このシステムは、減衰制御技術、高さ制御技術、インテリジェント知覚技術、剛性制御技術、四輪連結技術、フルアクティブ制御技術に基づいています。Yunnian-Xは、従来のマジックカーペットの機能に加えて、車両の前輪が1つ脱落した場合でも、車両の走行能力を継続させることができます。さらに、キャンピングレベリング、四輪接地、サスペンション500mm/s高さ最大調整速度などの機能も備えています。

3. 現地サプライヤーの生産能力が開放され、規模効果により電子制御サスペンションの価格がさらに引き下げられる

  • Baolong Technologyは2021年と2023年の2回、その生産能力を拡大しました。2028年に建設中の生産能力を完全に解放した後、484万個のエアスプリングショックアブソーバー組立と独立エアスプリング、100万個のエアーサプライユニット（ASU）、104万個のサスペンションコントローラー、274万個のガス貯蔵タンクが実現する見込みです。

当レポートでは、中国の乗用車用電子制御サスペンション産業について調査分析し、電子制御サスペンションの産業チェーンとその用途、現在の市場情勢と将来の発展動向の予測などの情報を提供しています。

目次

第1章 電子制御サスペンション産業の概要

  • 自動車サスペンションシステム
  • 電子制御サスペンションシステムの定義と分類
  • セミアクティブサスペンション
  • アクティブサスペンション
  • マジックカーペットサスペンション
  • 電子制御サスペンションの比較
  • 電子制御サスペンションの主要メーカーとサポート顧客
  • 電子制御サスペンションの主要コンポーネントのメーカーとサポート顧客
  • 乗用車OEMにおける電動サスペンションの利用
  • CDC油圧サスペンション組立：組立数、組立率
  • CDC油圧サスペンション組立：価格帯別
  • CDC油圧サスペンション組立：ブランド別
  • エアサスペンション組立：組立数、組立率
  • エアサスペンション組立：価格帯別
  • エアサスペンション組立の状況：ブランド別

第2章 電子制御サスペンションサプライヤーの調査

  • Continental Group
  • Beijing West Industries
  • Vibracoustic
  • ZF
  • Mando
  • Baolong Technology
  • KH Automotive Technologies
  • Anhui Zhongding Sealing Parts Co., Ltd.
  • Ningbo Tuopu Group Co., Ltd.
  • Gates Electroncis
  • Nanyang CIJAN Auto Shock Absorber Co., Ltd.
  • Active Suspension System of Exquisite Automotive
  • Road Surface Pre-scanning System of Smart Eye
  • Air Suspension of Tianrun Industry Technology

第3章 電子制御サスペンションサプライチェーンの調査

  • ショックアブソーバー
    • Tenneco
    • Bilstein
    • LORD
    • Bohai New Material
    • Cosmartor Intelligent Suspension Tech
    • その他のメーカーのショックアブソーバー
  • コントローラー
    • ClearMotion
    • その他のベンダーのコントローラー
  • エアーサプライユニット
    • AMK China
    • WABCO
    • その他のメーカーのエアーサプライユニット

第4章 国内乗用車向けの電子制御サスペンションの用途に関する調査

  • BYD
  • AITO
  • NIO
  • Xpeng
  • Chery
  • Voyah
  • Li Auto
  • Mercedes Benz
  • BMW
  • Audi
  • Cadillac
  • Tesla
  • Zeekr
  • FAW Hongqi
  • Lynk

第5章 電子制御サスペンション産業のサマリーと発展動向

目次
Product Code: LMM022

Research on Electronic Control Suspension: The assembly volume of Air Suspension increased by 113% year-on-year in 2023, and the magic carpet suspension of independent brands achieved a breakthrough

ResearchInChina published "China Passenger Car Electronic Control Suspension Industry Research Report, 2024", which combs Electronic Control Suspension industry chain and its applications, reflects the current market development situation and forecast future development trend.

Electronic Control Suspension can be divided into full active suspension and semi-active suspension according to whether it contains power source. Full active suspension contains power source, usually refers to as "active suspension"; Semi-active suspension or passive active suspension does not contain power source. Active suspension can adjust two parameters of suspension damping and stiffness, while semi-active suspension can adjust one of the two parameters.

1. In 2023, the assembly volume of Air Suspension exceeded 600,000 units, up 113.1% year on year

In 2023, the assembly volume of CDC hydraulic suspension is close to 1.3 million vehicles, with a year-on-year growth of 52.7%, and the assembly rate increases by 1.9 percentage points year-on-year. Driven by emerging auto brands, the assembly volume of Air Suspension in 2023 exceeded 600,000 units, a surge of 113.1%.

According to statistics, the starting price of Air Suspension carrying models in 2023 has dipped to the range of 190,000 yuan, NIO, Li Auto, Xpeng, Voyah, Zeekr and other brands have equipped with air spring as standard configuration, it is expected that in 2024, the air spring assembly will continue to double.

2. Domestic OEMS have achieved a breakthrough in magic carpet suspension

Magic carpet suspension was first carried on Mercedes-Benz models, which called it "MAGIC BODY CONTROL system". The system realizes the road scanning function through stereo camera on the upper part of front windshield. After calculating the data, the adjustment of active suspension system can achieve the purpose of making body always maintain horizontal posture.

  • Later, BMW also launched the magic carpet intelligent Air Suspension system, which is composed of dynamic vibration reduction control, overall active steering, intelligent four-wheel drive, four-wheel speed sensors, front and rear axle electric active stabilizer bar, binocular camera, Air Suspension and other components. The system can scan the road information for up to 14 meters in front of the vehicle, and it can raise the car body by 20mm on a bumpy road surface.
  • In addition to luxury brands such as Mercedes-Benz, BMW and Audi, domestic OEMs have also made a breakthrough in the field of magic carpet suspension in recent years.
  • The "magic carpet chassis", carried by Voyah Zhuiguang which is available on market in December 2023, has key components including four CDC shock absorbers, air springs, and a shared ADAS front-view camera, etc. The front-facing camera scans the road data of 5-15 meters in front of the vehicle in real time, and transmits it to active suspension controller to adjust suspension status.

Voyah Zhuiguang PHEV magic carpet chassis can adjust mileage to 65mm, adjustment accuracy to 2mm. The system can judge the road surface condition and the vehicle state for 500 times per second, and the shock absorber can realize 100 times of real-time control per second.

In addition to Voyah, BYD's self-developed Yunnian-X also belongs to magic carpet suspension. The main components of Yunnian-X system include forward binocular camera, active anti-tilt rod, double valve shock absorber, air spring, height sensor, Yunnian intelligent computing center, etc. The system is based on damping control technology, height control technology, intelligent perception technology, stiffness control technology, four-wheel linkage technology and full active control technology. In addition to the traditional magic carpet function, Yunnian-X can still ensure that the vehicle continues to have driving ability when the single front wheel of the vehicle falls off. In addition, it also has the functions of camping leveling, four-wheel grounding, suspension 500mm/s height maximum adjustment speed.

3. The production capacity of local suppliers is released, and the scale effect drives to further lower the price of electronic control suspension

  • Baolong Technology expanded its production capacity twice in 2021 and 2023. It is expected that after the complete release of capacity under construction in 2028, 4.84 million air spring shock absorber assembly and independent air spring, 1 million air supply units (ASU), 1.04 million suspension controllers and 2.74 million gas storage tanks will be realized.

As of the orders disclosed in September 2023, the order value of Baolong Technology is more than 5 billion yuan, and it is expected to ship 3.16 million air spring shock absorber assembly and independent air spring, and 2.21 million gas storage tank and other products in 2026.

According to the forecast of Baolong Technology, the unit price of air spring shock absorber assembly in 2027 is 1120 yuan, compared with 2024, a decrease of nearly 9 percentage points, and the unit price of air supply unit in 2027 is 329 yuan, a decrease of nearly 8 percentage points.

  • In addition to Baolong Technology, KH Automotive Technologies has also obtained designated letters from more than 30 models of 14 mainstream OEMS, including Li Auto, Voyah, Zeekr, Lynk, Chery, BYD, Geely Englon, Avatr, Changan and others. It is expected that the total supply of models will reach 32 in 2024, and Air Suspension delivery volume of 0.8-1 million sets will be achieved within the year.

In September 2023, KH Automotive Technologies completed C round of financing of 300 million yuan, which will be mainly used for a series of capital expenditure such as plant and equipment involved in the new production capacity and supporting working capital support. At present, the annual capacity of KH Automotive Technologies is about 700,000 sets. In the future, new production lines will be opened in Suzhou, Chongqing and other places.

Table of Contents

1 Overview of Electronic Control Suspension Industry

  • 1.1 Automotive Suspension System
  • 1.2 Definition and Classification of Electronic Control Suspension System
  • 1.3 Semi-active Suspension
    • 1.3.1 Mainstream Solution of Semi-active Suspension
    • 1.3.2 CDC (Continuously Damping Control)
    • 1.3.3 MRC (Magnetic Ride Control)
    • 1.3.4 Magnetic Rheological Effect
  • 1.4 Active Suspension
    • 1.4.1 Definition of Air Suspension
    • 1.4.2 Main Components of Air Suspension
    • 1.4.3 Technology Evolution of Air Suspension
    • 1.4.4 Advantages and Disadvantages of Air Suspension
    • 1.4.5 Raw Materials and Suppliers of Air Suspension
    • 1.4.5 Main Configuration Models of Air Suspension
    • 1.4.6 Main components of Oil & Gas Suspension
  • 1.5 Magic Carpet Suspension
    • 1.5.1 Definition and Working Principle of Magic Carpet Suspension
  • 1.6 Comparison of Several Electronic Control Suspension
  • 1.7 Main Manufacturers of Electronic Control Suspension and its Supporting Customers
  • 1.8 Manufacturers of Key Components of Electronic Eontrol Suspension and Their Supporting Customers
  • 1.9 Application of Electric Suspension in Passenger Car OEMs
  • 1.10 CDC Hydraulic Suspension Assembly: Assembly Volume and Assembly Rate
  • 1.11 CDC Hydraulic Suspension Assembly: by Price Range
  • 1.12 CDC Hydraulic Suspension Assembly: by Brand
  • 1.13 Air Suspension Assembly: Assembly Volume and Assembly Rate
  • 1.14 Air Suspension Assembly: by Price Range
  • 1.15 Air Suspension Assembly status: by Brand

2 Research on Electronic Control Suspension Suppliers

  • 2.1 Continental Group
    • 2.1.1 Electronic Air Suspension
    • 2.1.2 Electronic Air Supply Unit
    • 2.1.3 Advantage of Air Supply Unit Products
    • 2.1.4 Air Suspension Damper
    • 2.1.5 Open-loop / Closed-loop Double Solution of Air Supply Unit
    • 2.1.6 Electronic Control Suspension Solution for Different Models
    • 2.1.7 Electronic Suspension Software Solution
    • 2.1.8 Combination Solution of Electronic Control Suspension System
    • 2.1.9 Global Production and Development Layout of Electronic Control Suspension System
    • 2.1.10 Electronic Control Suspension Production Line
  • 2.2 Beijing West Industries
    • 2.2.1 Global R&D and Production Layout
    • 2.2.2 Production Layout in China
    • 2.2.3 Suspension-related Products
    • 2.2.4 MRD Suspension System
    • 2.2.5 Air Suspension System
    • 2.2.6 New Active Suspension
  • 2.3 Vibracoustic
    • 2.3.1 Air Suspension products
    • 2.3.2 Air Spring Classification
    • 2.3.3 Air Spring
    • 2.3.4 Three-chamber Air Spring
    • 2.3.5 New Air Suspension Air Supply Device
    • 2.3.6 Production Layout in China
  • 2.4 ZF
    • 2.4.1 Development Route of Suspension Technology
    • 2.4.2 Comparison of Active Suspension System Capability
    • 2.4.3 New Active Vibration Reduction System
    • 2.4.4 Composition Solution of New Active Vibration Reduction System
    • 2.4.5 Electronic Elevation System
    • 2.4.6 High Pressure MPU
    • 2.4.7 Pre-control Damping System
    • 2.4.8 Double-Cylinder Air Compressor
    • 2.4.9 SACHS Single-cylinder Shock Absorber
    • 2.4.10 SACHS Double-cylinder Shock Absorber
    • 2.4.11 SACHS CDC
  • 2.5 Mando
    • 2.5.1 Electronic Control Suspension Products
    • 2.5.2 Intelligent Frequency Conversion Damper
    • 2.5.3 Hydraulic Compression Stop
    • 2.5.4 Intelligent Damping Control System
    • 2.5.5 Self Levelizer
  • 2.6 Baolong Technology
    • 2.6.1 Global Layout
    • 2.6.2 Layout of Electronic Control Suspension Related Products
    • 2.6.3 Composition of Electronic Control Air Suspension System
    • 2.6.4 Electronic Control Air Suspension Controller
    • 2.6.5 Function List of Electronic Control Air Suspension
    • 2.6.6 Control Strategy of Electronic Control Air Suspension System
    • 2.6.7 Active Suspension Road Surface Pre-Scanning System
    • 2.6.8 Active Suspension Road Surface Pre-Scanning System and ADAS Combined Solution
    • 2.6.9 Designated Projects of Air Suspension Products
    • 2.6.10 Shipment Estimate
    • 2.6.11 Capacity Expansion
  • 2.7 KH Automotive Technologies
    • 2.7.1 Development History
    • 2.7.2 Production and R&D Base
    • 2.7.3 Product Layout
    • 2.7.4 Product R&D Rhythm
    • 2.7.5 Double-cavity Air Spring
    • 2.7.6 Shipments and Future Forecast
    • 2.7.7 Designated Models and Supply Products
    • 2.7.8 Upstream Partners
  • 2.8 Anhui Zhongding Sealing Parts Co., Ltd.
    • 2.8.1 Profile
    • 2.8.2 Designated Projects
    • 2.8.3 Layout of Air Suspension System Integration R&D of wholly-owned Subsidiary
    • 2.8.4 Air Spring Development
  • 2.9 Ningbo Tuopu Group Co., Ltd.
    • 2.9.1 Closed Air Suspension System
    • 2.9.2 Air Supply Unit (ASU)
    • 2.9.3 Technical Route of Closed ASU
    • 2.9.4 Comparison between Open System and Closed System
    • 2.9.4 Development and Production Capacity of Key Components of Air Suspension
    • 2.9.5 Composition of Air Spring
    • 2.9.6 Air Suspension Solution
    • 2.9.7 Capacity Planning
  • 2.10 Gates Electroncis
    • 2.10.1 Profile
    • 2.10.2 Iterative Route of Suspension
    • 2.10.3 CDC Continuous Damping Adjustable Dampers
  • 2.10.4, Air Suspension System
    • 2.10.5 Intelligent Chassis Suspension Control System Technical Route
    • 2.10.6 800V Hydraulic Suspension Electronic Control System
    • 2.10.7 Hardware Architecture of 800V Hydraulic Suspension Electronic Control System Domain Controller
    • 2.10.8 Zonal Controller Software Function of 800V Hydraulic Suspension Electronic Control System
    • 2.10.9 Intelligent Chassis Suspension Integrated Domain Control Technology Route
    • 2.10.10 Integrated Domain Control System of Intelligent Suspension
    • 2.10.11 Software Functions of Intelligent Suspension Integrated Domain Control System
    • 2.10.12 Application Scenario
  • 2.11 Nanyang CIJAN Auto Shock Absorber Co., Ltd.
    • 2.11.1 Suspension Products and Controllers
    • 2.11.2 Adaptive Damping Shock Absorber System
    • 2.11.3 Electronic Control Air Spring Suspension System
    • 2.11.4 Composition of Electronic Control Air Suspension System
    • 2.11.5 Intelligent Electronic Control Suspension System
    • 2.11.6 Full Active Suspension System
    • 2.11.7 Electronic Control Suspension Sensor Configuration Solution
  • 2.12 Active Suspension System of Exquisite Automotive
  • 2.13 Road Surface Pre-scanning System of Smart Eye
  • 2.14 Air Suspension of Tianrun Industry Technology

3 Research on Electronic Control Suspension Supply Chain

  • 3.1 Shock Absorber
    • 3.1.1 Tenneco
      • 3.1.1.1 Monroe Damper
      • 3.1.1.2 Variable Suspension Product Line
    • 3.1.2 Bilstein
    • 3.1.3 LORD
    • 3.1.4 Bohai New Material
      • 3.1.4.1 Magnetorheological Fluid
      • 3.1.4.2 MRD Damper
      • 3.1.4.3 MRD Vehicle Controller
    • 3.1.5 Cosmartor Intelligent Suspension Tech
      • 3.1.5.1 Magnetorheological Fluid
      • 3.1.5.2 MRD Damper
      • 3.1.5.3 ECU
      • 3.1.5.4 MRD Intelligent Suspension System
      • 3.1.5.5 MRD Intelligent Suspension System Architecture
      • 3.1.5.7 MRD Intelligent Suspension System Control Function
    • 3.1.6 Shock Absorber of Other Manufacturers
      • 3.1.6.1 Shock Absorber of ADD Indutry (Zhejiang) Co., Ltd.
      • 3.1.6.2 MRD Suspension of Chaoshang Technology
  • 3.2 Controller
    • 3.2.1 ClearMotion
      • 3.2.1.1 ClearMotion1
      • 3.2.1.2 RoadMotion
      • 3.2.1.3 China Layout in China of ClearMotion
    • 3.2.2 Controllers of Other Vendors
      • 3.2.2.1 Electronic Control Unit of Active Suspension of Chengdu Mingran Intelligent Technology
      • 3.2.2.2 Intelligent Suspension Controller of SDrive Technology
      • 3.2.2.3 Chassis-by-wire Domain Controller of HiRain
      • 3.2.2.4 Suspension Controller of UAES
      • 3.2.2.4 Suspension Damping Control Solenoid Valve of UAES
  • 3.3 Air Supply Unit
    • 3.3.1 AMK China
    • 3.3.2 WABCO
    • 3.3.3 Air Supply Units of Other Manufacturers
      • 3.3.3.1 Air Suspension Electronic Air Pump Unit LeeKr Technology
      • 3.3.3.2 Gas Storage Tank of Wabco

4 Research on Application of Electronic Control Suspension for Domestic Passenger Cars

  • 4.1 BYD
    • 4.1.1 Electronic Control Suspension Products
    • 4.1.2 Comparison of BYD Yunnian system
    • 4.1.3 Yunnian-C
    • 4.1.4 Yunnian-A
    • 4.1.5 Yunnian-A Real Vehicle Layout
    • 4.1.6 Yunnian-P
    • 4.1.7 Yunnian-X
    • 4.1.8 Yunnian Perception System
    • 4.1.9 Damping Control technology
    • 4.1.10 Damping Control technology
    • 4.1.11 Hydraulic Stiffness Control technology
    • 4.1.12 Yunnian Control technology
  • 4.2 AITO
    • 4.2.1 Huawei Tuling Intelligent Chassis
    • 4.2.2 MFSS System
    • 4.2.3 HUAWEI DATS 3.0 Dynamic Adaptive Torque Control System
    • 4.2.4 XMotion Intelligent Body Collaborative Control System
    • 4.2.5 AITO M9 Tuling Intelligent Chassis Parameters Improvement
    • 4.2.6 Tuling Chassis Performance Improvement Performance
  • 4.3 NIO
  • 4.4 Xpeng
  • 4.5 Chery
  • 4.6 Voyah
  • 4.7 Li Auto
  • 4.8 Mercedes Benz
  • 4.9 BMW
  • 4.10 Audi
  • 4.11 Cadillac
  • 4.12 Tesla
  • 4.13 Zeekr
  • 4.14 FAW Hongqi
  • 4.15 Lynk

5 Summary and Development Trend of Electronic Control Suspension Industry

  • 5.1 Trend 1
  • 5.2 Trend 2
  • 5.3 Trend 3
  • 5.4 Trend 4
  • 5.5 Trend 5
  • 5.6 Trend 6
  • 5.7 Trend 7