PUBLISHER: ResearchInChina | PRODUCT CODE: 1396037
PUBLISHER: ResearchInChina | PRODUCT CODE: 1396037
Commercial Vehicle Intelligent Chassis Industry Report, 2023, released by ResearchInChina, combs through and researches status quo and related product layout of OEMs and suppliers, and predicts future development trends of commercial vehicle intelligent chassis.
China-SAE defines intelligent chassis as a platform that provides bearing for autonomous driving system, cockpit system, and power system, with capabilities of cognition, prediction, control of interaction between wheels and the ground, and management of its own operating state, and specifically a system implementing vehicle intelligent driving tasks. Referring to the Electric Vehicle Intelligent Chassis Technology Roadmap, currently the development of commercial vehicle intelligent chassis in China focuses on four components, namely, brake-by-wire, steer-by-wire, drive-by-wire, and intelligent suspension. In the trend for commercial vehicle electrification, connection and intelligence, intelligent chassis, as a development cornerstone of vehicle intelligence, has become a development priority of the industry.
Driven by national policies and market demand, OEMs and suppliers have quickened their pace of deploying intelligent chassis to solve the current problem of "insufficiently flexible limbs" in commercial vehicle chassis and support intelligent upgrade of commercial vehicle chassis.
In 2023, a light commercial vehicle based on skateboard chassis of Farizon Auto (Top 2 in new energy light trucks) will be launched on market in small batches. SuperVAN, Farizon Auto develops using skateboard chassis technology, covers vehicles with gross mass of 2.5 to 5.5 tons, length of 4.5 to 6 meters, and height ranging from flat roof (1.98 meters) and medium roof (2.18 meters, capable of entering underground garages) to high roof (2.5 meters).
In May 2023, Qingling Motors first introduced its new-generation light electric truck, M600. The commercial vehicle skateboard chassis technology used in the new vehicle integrates three major components of battery, motor, and ECU, as well as drive/steer-by-wire and thermal management in the chassis according to three major domains, bringing much lower redundancy.
In March 2023, U POWER released UP Super Board, a skateboard chassis-by-wire which provides support for building small trucks, light buses, vans and light trucks, with length of 4.5-6 meters and load capacity of 2.5-4.5 tons.
Commercial vehicles with large loads have high requirements for braking systems: large braking force, high system reliability requirements, and high control difficulty due to large variation in load. Originally commercial vehicles mainly used air brake systems, but hydraulic brakes find ever broader application in light commercial vehicles, for offering benefits of quick braking response, short braking distance, low cost, a small number of parts, lighter weight, and low maintenance.
Application of brake-by-wire in commercial vehicles started from electronic braking system (EBS). As early as 1996, WABCO's EBS was used in Mercedes-Benz ACTROS series commercial vehicles. In recent years, electronic hydraulic brake-by-wire systems have also been mass-produced and installed in commercial vehicles. In China, typical suppliers are Tongyu Auto, Trinova Auto, and Tsintel Technology.
Tongyu Auto is incubated by Tongji University, and its core team has independently developed core chassis-by-wire technologies since 2012. It has gained capital investment from OEMs such as Dongfeng, BAIC, China South Industries Group Corporation (CSGC), and Xiaomi. Among them, Xiaomi has successively participated in its A+ and B funding rounds.
In Tongyu Auto's commercial vehicle products, large EHB platform products are applicable to 3t to 7.5t mini trucks, mini coaches, pickups, light trucks, light buses and minibuses; combined braking system solutions can also cover vehicles with load capacity of 12t, further meeting the application requirements of medium-sized trucks and coaches. At present, Tongyu Auto's products have supported dozens of Chinese OEMs, such as FAW Jiefang, Dongfeng, JAC, JMC, SANY Heavy Industry, BAIC Foton, Yutong Group, XCMG, and King Long. Tongyu Auto ranks first in the Chinese commercial vehicle brake-by-wire EHB market.
Standardized intelligent chassis matching intelligent cabins and scenario-based upper bodies at random meets the requirements of different commercial vehicle scenarios.
Chassis standardization also facilitates technical development of chassis sub-components. The first is X-by-wire technology. Electronic control replaces mechanical control, completing the process of chassis intelligence 1.0. Once steer-by-wire and brake-by-wire technologies are mature, corner modules may be developed by referring to passenger car chassis to put steering and braking close to wheels. Schaeffler is developing related products. The second is structured battery pack, with battery cells directly integrated into vehicle frame/body to reduce weight and simplify structure. Currently all-electric heavy and light trucks already implement CTP (Cell to PACK) technology, while CTC (Cell to Chassis) technology develops with skateboard chassis as the carrier.
Both OEMs and suppliers now have made layout of standardized intelligent chassis:
In the wave of commercial vehicle electrification, batteries have become another critical component on chassis. At present all-electric commercial vehicles have been promoting CTP and CTC technology, and power battery core technologies are held by major battery manufacturers which have a bigger say in promoting battery-chassis integration.
In CATL's case, it set up CATL (Shanghai) Intelligent Technology Co., Ltd., its wholly-owned subsidiary specializing in design, production, sales and service of CIIC (CATL Integrated Intelligent Chassis), and has laid out an integrated intelligent chassis production base construction project in Yichun in January 2023.
Conventional battery manufacturers are transforming into integrated suppliers of batteries and chassis. According to relevant research, in the future more than 70% of profits from new energy commercial vehicles will be taken by battery companies. Battery companies are extending downward to the chassis. Commercial vehicle OEMs need to further consider how to have the initiative in development of new energy technologies in the future.