世界と中国のスケートボードシャーシ産業（2024年～2025年）

I. スケートボードシャーシは国外市場で衰退し、中国で台頭し始めます。

1. 大手ArrivalとCanooの撤退により、スケートボードシャーシは国外市場で冷え込みます。

2024年1月、英国のスケートボードシャーシの名門ArrivalがNASDAQ株式市場から上場廃止の通知を受けました。2024年2月、同社は破産法の適用を申請し、最終的に資産を別のスタートアップ、Canooに売却しました。しかし、Canooの自動車作りの夢もまた、今年突然終わりを告げました。スケートボードシャーシで自動車を作るモデルの世界的パイオニアとして、Canooはピックアップ、セダン、貨物用LDVを発売し、NASA、米国防総省、米国郵便公社といった有名機関への製品納入に成功しました。Walmartなどの企業とも協力協定を結びました。しかし、2025年1月17日、Canooは破産法の適用を申請し、直ちに事業を停止したと発表しました。

スケートボードシャーシのOEM大手であるArrivalとCanooの撤退は、自動車製造の夢の終わりを意味するだけでなく、スケートボードシャーシの開発が欧米市場で後退していることを示しています。

スケートボードシャーシは国外市場では冷え込んでいますが、中国の複数のOEMはまだスケートボードシャーシ技術の展開に取り組んでいます。彼らは、スケートボードシャーシ技術を搭載した複数の生産モデルを持っているだけでなく、2024年にこの技術を搭載した複数の新モデルを発表しました。

2. 中国の複数のOEMがスケートボードシャーシ技術を搭載、2025年～2026年に小型商用車の小規模生産が見込まれます。

不完全な統計によると、2024年にスケートボードシャーシ技術を採用した約14のモデルがデビューし、主に小型商用車が2025年～2026年に大量生産される予定です。乗用車セグメントでは、NIO S Liezhuang CIIC800Vというモデルが現在、スケートボードシャーシ技術の採用を計画しています。

中国では、すでに8種の生産モデルがスケートボードシャーシ技術を採用しており、そのほとんどがロジスティクス車両、小型バス、小型トラックなどの小型商用車であり、大型トラックと乗用車は少数です。以下は2つの応用例です。

（1）2023年6月に発売されるバッテリー電気小型トラック「Qingling EV M600」は、スケートボードシャーシを採用しています。この技術は、バッテリー、モーター、電子制御システムの3つの中核部品と、ブレーキバイワイヤ、ステアリング、熱管理システムをシャーシ上の3つの主要ドメインに統合するものです。これにより、冗長性を大幅に削減し、既存の技術的境界を突破し、パワー、ドライブ、コントロール、コックピット、上部構造などの先進の機能モジュールによってハードウェアとソフトウェアを切り離し、最終的にモジュール化された普遍的なシャーシプラットフォームアーキテクチャを構築します。

（2）2024年4月、Geely Farizonは正式にSuperVANを発表しました。この新型車両はGXA-M Drive-by-wire Intelligent Architectureで構築され、L4を超えるレベルの自動運転を可能にし、自動運転の将来の開発動向に追随します。ドライブバイワイヤインテリジェントアーキテクチャのモジュール技術により、ボディとシャーシは完全に切り離され、ホイールベース、フロントオーバーハング、リアオーバーハングの柔軟な調整、パワー、ブレーキ、サスペンション、ステアリングシステムの自由な組み合わせが可能です。その結果、ユーザーは必要に応じてボディを自由に設計し、車両構成を柔軟に選択することができます。Farizon SuperVANはバッテリー式小型商用車として位置づけられ、X-VANモデルは高いカスタマイズ性と上部構造への10kWの電力供給能力を特徴としており、スケートボードプラットフォームの優位性を存分に発揮しています。

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について調査分析し、スケートボードシャーシの現状、搭載状況、サプライヤーの製品レイアウトなどの情報を提供しています。

目次

第1章 スケートボードシャーシ産業の概要

• 序文
• 関連する定義
• スケートボードシャーシの定義
• スケートボードシャーシの開発史
• スケートボードシャーシと従来のシャーシ、シャーシバイワイヤの比較
• スケートボードシャーシの構成
• スケートボードシャーシの主な構造的特徴
• スケートボードシャーシに関係する技術
• スケートボードシャーシ特許レイアウト
• スケートボードシャーシとプラットフォーム、アーキテクチャの比較
• スケートボードシャーシ製品の利点
• スケートボードシャーシ実現の課題と難しさ
• スケートボードシャーシのビジネス、研究開発、生産、収益モデル
• スケートボードシャーシ企業のタイプ
• スケートボードシャーシメーカーの近年の資金調達
• スケートボードシャーシの顧客のタイプ
• スケートボードシャーシの産業チェーン
• スケートボードシャーシの開発機会
• スケートボードシャーシの将来の応用シナリオにおける課題と動向
• OEMのスケートボードシャーシレイアウトのサマリー
• サプライヤーのスケートボードシャーシレイアウトのサマリー

第2章 OEMのスケートボードシャーシ技術レイアウト

• Rivian
• Canoo
• Foton
• King Long
• Sany Heavy Industry
• FAW Jiefang
• Dongfeng Motor
• Dongfeng Liuzhou Motor
• Farzion
• Changan Kaicene
• MiracoMotor
• Qingling Motors
• Gecko Motors
• Neta Auto
• JAC Groupのスケートボードシャーシ協力例
• BAICのスケートボードシャーシ協力例と直近の資金調達
• Avatrのスケートボードシャーシ協力例と直近の資金調達
• Weiqiaoの新エネルギー車向けスケートボードシャーシソリューション
• Neomorのスケートボードシャーシ協力例

第3章 中国と国外のスケートボードシャーシサプライヤー

• REE
• CATL
• U Power
• PIX Moving
• SuperPanther
• HLONG Technology
• ITBOX
• ECAR Tech
• TEEMO Technology
• Seektop Automobile

第4章 スケートボードシャーシの応用シナリオ・ソリューション

• スケートボードシャーシのラストマイル配送応用シナリオ・ソリューション
• スケートボードシャーシの商用車応用シナリオ・ソリューション
• 乗用車応用シナリオ・ソリューション1
• 乗用車応用シナリオ・ソリューション2

第5章 スケートボードシャーシの開発動向

Skateboard chassis research: already used in 8 production models, and larger-scale production expected beyond 2025

Global and China Skateboard Chassis Industry Report, 2024-2025 released by ResearchInChina combs through and summarizes the status quo, installation, and suppliers' product layout of skateboard chassis, and also predicts its future development trends. This article will interpret the status quo of the industry from three perspectives: OEMs, suppliers, and the capital market.

I. Skateboard chassis fades in overseas markets, while it begins to come to the fore in China.

1. As giants Arrival and Canoo exit, skateboard chassis cools down in overseas markets.

In January 2024, Arrival, a prominent British skateboard chassis player, received a delisting notice from the NASDAQ Stock Market. In February 2024, the company filed for bankruptcy protection and eventually sold its assets to another startup, Canoo. Yet Canoo's car making dreams also came to an abrupt end this year. As the global pioneer of the model of making cars with skateboard chassis, Canoo launched pickups, sedans, and LDVs for freight, and successfully delivered products to renowned institutions such as National Aeronautics and Space Administration (NASA), the US Department of Defense, and the US Postal Service. It signed cooperation agreements with companies like Walmart. However, on January 17, 2025, Canoo announced that it had filed for bankruptcy protection and ceased operations immediately.

The exits of Arrival and Canoo, two skateboard chassis OEM giants, not only signify the end of their car making dreams but also indicate the development of skateboard chassis has a setback in the Western market.

Although skateboard chassis has cooled in overseas markets, several Chinese OEMs are still working to deploy skateboard chassis technology. They not only have had multiple production models equipped with skateboard chassis technology, but unveiled several new models featuring this technology in 2024.

2. Multiple Chinese OEMs deploy skateboard chassis technology, small-scale production for light commercial vehicles expected during 2025-2026.

According to incomplete statistics, about 14 models featuring skateboard chassis technology debuted in 2024, mainly light commercial vehicles planned for mass production during 2025-2026. In the passenger car segment, the model NIO S Liezhuang CIIC800V is currently planned to adopt skateboard chassis technology.

In China, 8 production models have already adopted skateboard chassis technology, of which most are light commercial vehicles such as logistics vehicle, light bus, and light truck, and a few are heavy trucks and passenger cars. Below are two application cases:

1) Qingling EV M600, a battery electric light truck launched in June 2023, utilizes skateboard chassis, a technology that integrates the three core components-battery, motor, and electronic control system-along with brake-by-wire, steering, and thermal management systems into three major domains on the chassis. This significantly reduces redundancy, breaks through existing technical boundaries, and decouples hardware and software by advanced functional modules such as power, drive, control, cockpit, and upper structure, ultimately creating a modular and universal chassis platform architecture.

2) In April 2024, Geely Farizon officially rolled out SuperVAN. The new vehicle is built on the GXA-M Drive-by-wire Intelligent Architecture, enabling L4 and higher levels of autonomous driving to follow future development trends in autonomous driving. Thanks to the modular technology of the drive-by-wire intelligent architecture, the body and chassis are completely decoupled, allowing for flexible adjustments in wheelbase, front overhang, and rear overhang, and free combinations of power, braking, suspension, and steering systems. As a result, users can design the body freely as they need, and flexibly choose vehicle configurations. Farizon SuperVAN is positioned as a battery electric light commercial vehicle, with the X-VAN model featuring high customization and 10kW power supply capability for the upper structure, bringing the superiority of skateboard platform into full play.

II. 2023 to Early 2025: 7 suppliers secured 15 funding rounds, raising over RMB1.6 billion.

In addition to OEMs which vigorously make layout, the capital market has also shown strong enthusiasm, with high confidence in skateboard chassis:

Skateboard chassis technology solution suppliers making layout in low-speed autonomous vehicles: both TEEMO Technology and ECAR Tech closed three funding rounds between 2023 and 2025, and PIX Moving closed its B1 funding round in December 2024.

Skateboard chassis technology solution suppliers making layout in commercial vehicles: SuperPanther and HLONG Technology closed a total of four funding rounds between 2024 and 2025, three of which were secured by SuperPanther.

U Power, which covers passenger cars, commercial vehicles, and low-speed autonomous vehicles, closed two funding rounds between 2023 and 2024.

ITBOX, oriented to business mobility and creating exclusive models for taxi, ride-hailing, special vehicle, and rental markets, closed two funding rounds in 2023.

The train of financing events highlights the capital market's great attention to and support for the skateboard chassis segment. On one hand, the highly integrated and modular design of skateboard chassis can effectively shorten R&D cycles and reduce costs for automakers, aligning with the current trend towards intelligence and electrification in the automotive industry. On the other hand, its application potential in logistics, sanitation, public transport, and other fields is immense, making it a promising market. The influx of capital will further drive innovation and iteration in skateboard chassis technology, and accelerate commercialization of related companies, giving a big boost to the entire industry.

While skateboard chassis face challenges in overseas markets, it thrives in China. The reasons for this contrast include low penetration of new energy vehicles, insufficient policy support, and high supply chain costs overseas. The boom in China is credited to policy support, a mature supply chain, capital favor, and rapid technological iteration. Below is a comparative analysis table showing why skateboard chassis is hard to promote overseas but develop rapidly in China:

3. Skateboard chassis solution suppliers target end scenarios, with multiple models in operation.

Skateboard chassis technology suppliers such as REE, PIX Moving, TEEMO Technology, ECAR Tech, and Seektop Automobile primarily apply their products to last-mile scenarios, including autonomous retail vehicles, autonomous cleaning robots, and autonomous logistics vehicles. Take PIX Moving and TEEMO Technology as examples:

In December 2024, PIX Moving, TIS, and the Hot Okinawa Research Institute formed a partnership. In this collaboration, TIS is responsible for introduction and planning, PIX Moving provides autonomous vehicles and technology, the Hot Okinawa Research Institute operates autonomous retail services, and Kanucha Resort (a resort in Nago City, Okinawa) provides application scenarios. PIX's autonomous retail vehicle Robo-Shop (eagle wing door version) has been put into operation in Okinawa, Japan, offering innovative unmanned mobile retail services to tourists. It can be intelligently dispatched according to tourist flow, automatically moving to crowded areas to sell snacks, beverages, and other goods, and supporting cashless payments.

TEEMO Technology's AutoBots-W7 mid-size intelligent skateboard chassis is designed for medium- and low-speed autonomous MPVs which are applicable to scenarios such as urban and campus delivery, unmanned logistics, factory logistics, and urban and rural sanitation. Its commercially produced skateboard chassis, AutoBots-W7, has been successfully installed on Zelos (Suzhou) Technology's urban autonomous distribution vehicles. Currently, Zelos has achieved large-scale deployment in over 20 provinces in China and more than 100 cities globally, covering scenarios like fresh food delivery, laundry delivery, cold chain distribution, and express delivery. Zelos finds broad application in express delivery, and partners with multiple express companies such as SF Express, China Post, YTO Express, ZTO Express, and STO Express.

Table of Contents

1 Overview of Skateboard Chassis Industry

Preface

Related Definitions

• 1.1 Definition of Skateboard Chassis
• 1.2 Development History of Skateboard Chassis
• 1.3 Comparison of Skateboard Chassis with Traditional Chassis and Chassis-by-wire
• 1.4 Composition of Skateboard Chassis
• 1.5 Main Structural Features of Skateboard Chassis
• 1.6 Technologies Involved in Skateboard Chassis
  • 1.6.1 Q&A 1: Relationship Between Skateboard Chassis and Body-on-frame?
  • 1.6.2 Q&A 2: Is CTC Technology A Standard Feature of Skateboard Chassis?
  • 1.6.3 Q&A 3: Relationship Between Skateboard Chassis and Integrated Die Casting?
  • 1.6.4 Q&A 4: Relationship Between Skateboard Chassis and Hub Motors?
  • 1.6.5 Q&A 5: Application of X-by-wire Technology in Skateboard Chassis?
  • 1.6.6 Q&A 6: Application of Skateboard Chassis EEA and Software Architecture?
• 1.7 Skateboard Chassis Patent Layout
• 1.8 Comparison of Skateboard Chassis with Platforms and Architectures
• 1.9 Advantages of Skateboard Chassis Products
• 1.10 Challenges and Difficulties in Realizing Skateboard Chassis
• 1.11 Business, R&D, Production, and Profit Models of Skateboard Chassis
• 1.12 Types of Skateboard Chassis Players
• 1.13 Financing of Skateboard Chassis Players in Recent Years
• 1.14 Types of Skateboard Chassis Customers
• 1.15 Skateboard Chassis Industry Chain
• 1.16 Development Opportunities for Skateboard Chassis
• 1.17 Challenges and Trends in Future Application Scenarios of Skateboard Chassis
• 1.18 Summary of Skateboard Chassis Layout of OEMs
• 1.19 Summary of Skateboard Chassis Layout of Suppliers

2 Skateboard Chassis Technology Layout of OEMs

• 2.1 Rivian
• Profile and Financing History
• Skateboard Chassis Application Cases
• R1T Skateboard Chassis Vehicle Architecture
• R1T Skateboard Chassis Structure
• R1T Electronic and Electrical Architecture
• R1T Chassis Architecture
• R1T Suspension System
• R1T Braking System
• R1T Steering System
• R1T Electric Drive System
• R1T Battery Structure
• Overview of Supply Chain
• 2.2 Canoo
• Profile and Products
• Skateboard Chassis
• Battery Structure of Skateboard Chassis
• Steering and Suspension Systems of Skateboard Chassis
• 2.3 Foton
• Skateboard Chassis Application Case 1
• Skateboard Chassis Application Case 2
• 2.4 King Long
• Skateboard Chassis Solution 1
• Skateboard Chassis Solution 2
• Kunlun Smart Electric/Electronic Architecture (SEA)
• Kunlun SEA Application Case 1
• Kunlun SEA Application Case 2
• Kunlun SEA Application Case 3
• Skateboard Chassis Cooperation Case
• 2.5 Sany Heavy Industry
• Intelligent Chassis Solution for Special Vehicles
• Expandable Vehicle Models with Intelligent Chassis
• Skateboard Chassis Application Case
• 2.6 FAW Jiefang
• Intelligent Skateboard Chassis Solution for Commercial Vehicles
• Skateboard Chassis Cooperation Case
• 2.7 Dongfeng Motor
• M-Hero Off-Road Architecture (MORA) Solution
• M-Hero Off-Road Architecture (MORA) Application Case
• Skateboard Chassis Solutions: 1st Generation
• Skateboard Chassis Solutions: 2nd Generation
• 2nd-Generation Skateboard Chassis Application Case
• 2.8 Dongfeng Liuzhou Motor
• Skateboard Chassis Solution 1
• Skateboard Chassis Solution 2
• Skateboard Chassis Solution 3
• 2.9 Farzion
• Profile
• GXA-M Drive-by-wire Intelligent Architecture
• GXA-M Drive-by-wire Intelligent Architecture Application Case
• 2.10 Changan Kaicene
• Commercial Vehicle K01 Architecture
• Intelligent Chassis Technology
• Skateboard Chassis Application Case
• Latest Financing
• 2.11 MiracoMotor
• Intelligent Chassis Solutions
• Intelligent Chassis Solution 1
• Intelligent Chassis Solution 2
• Intelligent Chassis Applied Vehicle 1
• Intelligent Chassis Applied Vehicle 2
• Intelligent Chassis Applied Vehicle 3
• Intelligent Chassis Applied Vehicle Cooperation and Delivery Cases
• 2.12 Qingling Motors
• Skateboard Chassis Application Case 1
• Skateboard Chassis Application Case 2
• Skateboard Chassis Cooperation Case
• 2.13 Gecko Motors
• Profile and Development History
• Highlights of Advanced Digital Chassis Technology
• Advanced Digital Chassis Solution
• CTC Implementation Roadmap
• Collaborative Development of Skateboard Platform
• Skateboard Chassis Application Case 1
• Skateboard Chassis Application Case 2
• 2.14 Neta Auto
• Skateboard Chassis Solution
• Skateboard Chassis Application Case
• 2.15 JAC Group's Skateboard Chassis Cooperation Case
• 2.16 BAIC's Skateboard Chassis Cooperation Case and Latest Funding
• 2.17 Avatr's Skateboard Chassis Cooperation Case and Latest Funding
• 2.18 Weiqiao's New Energy Commercial Vehicle Skateboard Chassis Solution
• 2.19 Neomor's Skateboard Chassis Cooperation Case

3 Chinese and Foreign Skateboard Chassis Suppliers

• 3.1 REE
• Profile
• Technical Strength
• Technology 1
• Technology 2
• Technology 3
• Technology 4
• Chassis Architecture Solution
• Skateboard Chassis Solution 1
• Skateboard Chassis Solution 2
• Skateboard Chassis Application Case 1
• Skateboard Chassis Application Case 2
• Skateboard Chassis Application Case 3
• Skateboard Chassis Application Case 4
• Skateboard Chassis Application Fields
• 3.2 CATL
• Skateboard Chassis Layout of Subsidiaries
• Skateboard Chassis Solution 1
• Skateboard Chassis Solution 2
• Features and Technological Innovations of CATL Integrated Intelligent Chassis (CIIC) of CATL (Shanghai) Intelligent Technology
• CATL (Shanghai) Intelligent Technology's CIIC and CIIC-Toolkits Solution Suite
• CATL (Shanghai) Intelligent Technology's CIIC Product Matrix and Application Scenarios
• CATL (Shanghai) Intelligent Technology's CIIC Redundant Architecture Design
• CATL (Shanghai) Intelligent Technology's CIIC Vehicle Dynamics Model
• CATL (Shanghai) Intelligent Technology's CIIC Electronic and Electrical Interfaces
• Synland's CTC Electric Chassis Platform Solution
• Synland's Commercial Vehicle Skateboard Chassis Solution
• Summary of Skateboard Chassis Collaborations
• 3.3 U Power
• Profile
• Skateboard Chassis Vehicle Platform Planning
• Vehicle Models Covered by Skateboard Chassis Vehicle Platform
• Skateboard Chassis Solution
• UP SPACE
• Skateboard Chassis Application Case
• Strategic Cooperation
• 3.4 PIX Moving
• Profile
• Skateboard Chassis Solution
• Autonomous Driving Development Kit PIXKIT 3.0
• Autonomous Driving Development Kit Cooperation Case
• Skateboard Chassis Applied Vehicle 1
• Skateboard Chassis Applied Vehicle 2
• Skateboard Chassis Applied Vehicle 3
• Skateboard Chassis Cooperation Case
• Summary of Skateboard Chassis Collaborations
• 3.5 SuperPanther
• Profile
• Team Background
• Core Technologies for Wire-Controlled Skateboard Chassis
• Skateboard Chassis Solution
• Strategic Cooperation
• 3.6 HLONG Technology
• Profile
• Skateboard Chassis Solution
• Skateboard Chassis Application Case 1
• Skateboard Chassis Application Case 2
• Skateboard Chassis Application Case 3
• Skateboard Chassis Application Case 4
• Strategic Cooperation on Autonomous Freight Platform
• 3.7 ITBOX
• Profile and Product Pedigree
• Skateboard Chassis Solution
• "Octopus" Platform
• "Octopus" Platform Application Case
• 3.8 ECAR Tech
• Technology Architecture of Autonomous Skateboard Chassis
• Standard Chassis Solution
• Standard Chassis Application Case
• Partners and Financing History
• 3.9 TEEMO Technology
• Profile
• Skateboard Chassis Layered Structure
• Summary of Skateboard Chassis Solutions
• Skateboard Chassis Kit Solution 1
• Skateboard Chassis Kit Solution 2
• Skateboard Chassis Application Case
• Skateboard Chassis Cooperation Case
• 3.10 Seektop Automobile
• Core Technologies
• Skateboard Chassis
• Skateboard Chassis Solution 1
• Skateboard Chassis Solution 2
• Skateboard Chassis Application Case

4 Application Scenarios and Solutions for Skateboard Chassis

• 4.1 Last-Mile Delivery Application Scenarios and Solutions for Skateboard Chassis
  • 4.1.1 Last-Mile Delivery Application Scenario Case 1
  • 4.1.2 Last-Mile Delivery Application Scenario Case 2
  • 4.1.3 Last-Mile Delivery Application Scenario Case 3
  • 4.1.4 Last-Mile Delivery Application Scenario Case 4
  • 4.1.5 Last-Mile Delivery Application Scenario Solution 1
  • 4.1.6 Last-Mile Delivery Application Scenario Solution 2
• 4.2 Commercial Vehicle Application Scenarios and Solutions for Skateboard Chassis
  • 4.2.1 Commercial Vehicle Application Scenario Case 1
  • 4.2.2 Commercial Vehicle Application Scenario Case 2
  • 4.2.3 Commercial Vehicle Application Scenario Case 3
  • 4.2.4 Commercial Vehicle Application Scenario Case 4
  • 4.2.5 Commercial Vehicle Application Scenario Solution 1
  • 4.2.6 Commercial Vehicle Application Scenario Solution 2
  • 4.2.7 Commercial Vehicle Application Scenario Solution 3
• 4.3 Passenger Car Application Scenario and Solution 1
• 4.3 Passenger Car Application Scenario and Solution 2

5 Development Trends of Skateboard Chassis

• 5.1 Trend 1
• 5.2 Trend 2
• 5.3 Trend 3
• 5.4 Trend 4
• 5.5 Trend 5