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市場調查報告書
商品編碼
1979941
中國乘用車數位底盤市場(2026版)China Passenger Car Digital Chassis Research Report, 2026 |
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根據數位底盤各部件的線控程度和底盤協同控製程度,數位底盤的發展可分為以下三個階段:
階段1.0:部分線控底盤,尚未實現底盤協同控制。市場由國外供應商主導,OEM廠商正透過投資和設立子公司等方式推進線控底盤的部署。
階段2.0:底盤線控程度提高,XYZ方向2至3個方向已達到融合控制。中國供應商已進入市場並佔一定佔有率,OEM廠商也開始推出數位底盤品牌。
第三階段:實現全線控底盤,並實現了XYZ三個方向的底盤融合控制。隨著國內外供應商的公平競爭,OEM廠商正在完善數位底盤品牌的建設,並開始探索底盤、智慧駕駛和座艙融合的可能性。
目前,主要OEM廠商已完成2.0版本的配置,預計部分品牌將在2026年內實現3.0版本的飛躍。
AI在智慧座艙的應用顯著提升了語音互動和IVI互動的使用者體驗。繼座艙之後,AI正被引入智慧駕駛和底盤領域。在底盤方面,人工智慧主要用於底盤感知和決策環節。
在底盤感知環節,人工智慧處理來自外部感測器(例如攝影機和雷射雷達)的訊息,以確定車輛當前的路況。它還利用內部感測器(例如加速度計和懸吊行程感測器)來掌握車輛狀態。基於這些感知數據,即時分析“車輛狀態與路況的匹配程度”,從而產生最佳控制策略。
在控制環節,人工智慧調整懸吊、轉向、煞車、驅動和後輪轉向等致動器,以實現六自由度整合控制。以Zeekr的人工智慧數位底盤為例,控制環節即時調用自動駕駛的運算和感知能力,並透過ZF專有的底盤人工智慧演算法調整和控制底盤、動力系統和駕駛艙等多域執行器。
ZF推出AI路感系統-智慧型連結感測器資料與底盤資料
在2026年國際消費電子展(CES)上,ZF發布了名為AI路感系統的軟體解決方案。這是ZF底盤2.0策略的關鍵組成部分,進一步推動底盤向數位化時代轉型。
AI路感系統的高階配置採用雷射雷達(可掃描前方25公尺範圍內的路面輪廓,精度達2公分)、攝影機及底盤CAN匯流排訊號(輪胎滑移率、扭力增加等),能夠精準辨識前方路況,例如積雪深度/深度、坑洞、泥濘、沙地和岩石。該系統能夠智慧偵測路面深度和硬度,並自動選擇最佳駕駛策略。此外,ZF 的底盤軟體 "cubiX" 會處理並利用這些原始資料來控制智慧型執行器,例如半主動阻尼系統 "連續阻尼控制" (CDC)和主動阻尼系統 "sMOTION" 。未來,智慧執行器(例如線控轉向和線控制動)的整合將實現更先進的控制和功能。
本報告調查並分析了中國乘用車數位底盤市場,提供了有關發展趨勢、OEM廠商計劃和供應商解決方案的資訊。
報告觀點摘要整理
數位底盤的定義
數位底盤的關鍵組成部分(1)
數位底盤的關鍵組成部分(2)
數位底盤的功能特性
數位底盤的開發方向
數位底盤公司分類
各OEM廠商數位底盤佈局概覽(1-5)
各數位底盤供應商解決方案比較(1-13)
在EMB和SBW廣泛應用之前,懸吊是建構數位底盤差異化競爭優勢的關鍵
氣壓懸吊從單腔發展到雙腔
電控減震器經歷了三次產品形態改進
人工智慧在底盤虛擬製造的應用
Research on Digital Chassis: Leading OEMs Have Completed Configuration of Version 2.0
By the degree of wired control of each component of digital chassis and the degree of chassis coordinated control, the development of the digital chassis is divided into three stages:
Stage 1.0: Partial chassis-by-wire, with no chassis coordinated control yet; the market is dominated by overseas suppliers, and OEMs lay out chassis-by-wire by way of investment or establishment of subsidiaries.
Stage 2.0: Higher wired control degree of chassis, with fusion control realized in two or three of the XYZ directions; Chinese suppliers enter the market and seize a certain market share, and OEMs begin to launch digital chassis brands.
Stage 3.0: Full chassis-by-wire, with XYZ three-way fusion control of the chassis; Chinese and overseas suppliers compete on the same stage on an equal footing, and OEMs complete the construction of digital chassis brands and begin to explore the possibility of linkage between the chassis, intelligent driving and cockpit.
At present, leading OEMs have completed configuration of Version 2.0, and it is expected that some brands will achieve the leap to Version 3.0 within 2026.
OEM Digital Chassis Case 1: Geely
In 2024, Geely's AI Digital Chassis made a debut at the Auto China. To date, this digital chassis solution has been applied to models such as Geely Boyue L, Xingyue L, Galaxy M9 and Zeekr 9X.
Geely AI Digital Chassis Architecture:
Current stage (Primary Digitalization): Road preview is realized with sensors such as lidar and cameras, combined with AI full-scenario perception and recognition. Then, the primary Geely Vehicle Motion Control (GVMC) center realizes XYZ coordinated control to improve vehicle response agility, comfort and stability. Finally, the chassis command actions are completed via drive-by-wire actuators.
Medium term (Intelligentization): With multi-channel lidar + high-definition cameras, combined with AI perception and recognition, XYZ three-way coordinated control with mid-level GVMC fusion perception, and high-precision preview, a super magic carpet is realized, and the action execution is finally completed via fully wire-controlled actuators.
Future (Chassis Agent): Global perception information fusion of vehicle + road + cloud, combined with high-level GVMC to realize full-scenario recognition + full-scenario coordination, creating a chassis agent tailored to individuals. On the chassis execution side, a fully decoupled and fully fused wheel-end integrated module is planned and configured.
Vehicle Model Case Based on Geely AI Digital Chassis - Zeekr 9X
Zeekr 9X is a representative model with the Haohan AI Digital Chassis. Through the deep integration of perception + AI and the digital chassis, combined with the industry-first dual-chamber air suspension + dual-valve CCD and active stabilizer bar, it offers intelligent adaptive all-terrain control and intelligent crosswind control functions for the first time.
"Hard" Power:
Suspension: Closed dual-chamber air suspension (maximum adjustment stroke of 110mm, maximum ground clearance of 288mm, 30mm lift in 7s) + dual-valve CCD damper (independent control of compression and rebound, damping bandwidth 2-3 times higher than single-valve CCD)
48V active stabilizer bar: 0.2s transient response, 1400N*m lift torque, 80mm lift height
Steering: Front wheel electric power steering + rear wheel steering (+-5°)
Braking: Brake-by-wire
Control: The self-developed chassis AI algorithm coordinates and commands multi-domain actuators such as chassis, powertrain and cockpit.
"Soft" Power:
Chassis XYZ three-way + powertrain domain fusion control
Intelligent crosswind prevention control: The body controller captures sudden wind direction change signals in real time, and instantly activates the cooperation between the active stabilizer bar and CCD electromagnetic damper to form a triple protection system of "anti-roll" - "posture stabilization" - "center of gravity lowering".
Full-scenario tire burst control: Simultaneous tire burst of two wheels on one side of a split road, stable braking at 120km/h.
Active chassis lift in side collision: The ABC control system can wake up the active stabilizer bar to urgently lift the body by 80mm within 0.5 seconds, making the strongest threshold beam of the body bear the impact and protecting the safety of occupants in the car.
OEM Digital Chassis Case 2: IM Motors
In November 2025, the VMC Lingxi Digital Chassis 3.0 was launched and equipped on the IM LS9. In terms of technical configuration, the IM LS9 is equipped with:
Front wheel steer-by-wire, rear wheel steering angle of +-12°
Closed dual-chamber air suspension with an adjustment stroke of 150mm
Continental MK C2 brake-by-wire
Vector four-wheel drive system
VMC 3.0, supporting XYZ three-way coordinated control
Based on the above technical capabilities, the IM LS9 has the following performance:
Extreme turning radius of 4.953 meters (IM LS9 body length of 5.279 meters)
The electronically controlled suspension is upgraded to dual-chamber with faster response, reducing the roll angle by 46% and avoiding the discomfort of "driving a large vehicle like a boat".
The chassis can perform up to 14 cross-domain control operations, and adjust vehicle dynamics in real time to suppress motion sickness by reducing the swing amplitude.
Tire burst stabilization system: the system intervenes in 200ms in the event of a tire burst.
Active Anti-roll 3.0: during emergency avoidance, the high-speed control of intelligent four-wheel steering can reduce the rollover risk by up to 54%.
OEM Digital Chassis Case 3: MAEXTRO
For example, based on Huawei Tuling Longxing Platform, the MAEXTRO S800 has realized the coordinated control of the chassis in X, Y and Z directions. The platform integrates a perception and prediction network. With vehicle surrounding environment information obtained by the ADS sensors, as well as cloud data information and the owner's driving intention information, combined with the out-of-control reasoning suspension and full-dimensional coordinated control model, it realizes "active perception, central control, intelligent reasoning and autonomous learning" for chassis.
The Huawei XMC Digital Chassis Engine has a built-in self-developed vehicle control module and adopts a full-domain fusion architecture to realize 6-in-1 central control (body control, powertrain control, suspension control, steering control, braking control, and thermal management control). The technologies first launched include:
Spatiotemporal intelligent suspension network: Introduce intelligent reasoning into vehicle motion control, and adjust the intelligent suspension according to the road reasoning model to make the vehicle drive as smoothly as on flat ground.
Vehicle-road status prediction network: Construct a vehicle status network to accurately predict the vehicle's status and road surface environment (body posture, road gradient, adhesion coefficient) based on real-time data from vehicle sensors.
Full-dimensional coordinated control model: Unified scheduling of steering, braking, driving and suspension systems to realize integrated control of the body in X, Y and Z directions and six-degree-of-freedom coordination to achieve the overall optimal state of the vehicle.
The differential advantage of Huawei Tuling Longxing Platform lies in its "cross-domain fusion architecture", which enables full-dimensional fusion control of the three major domains and six actuators of a vehicle: body domain, powertrain domain (driving, thermal management) and chassis domain (suspension, steering, braking). It changes the traditional situation where each domain and each actuator are controlled independently without interference. In addition, combined with the parameter input (radar, camera, etc.) of sensors in the intelligent driving domain, it constructs a road space model in real time, realizing the evolution of control and decision from post-event to pre-event.
The application of AI in intelligent cockpits has significantly improved the user experience of cockpit voice interaction and IVI interaction. Following cockpit, AI is introduced into intelligent driving and chassis. In chassis, AI is often used for chassis perception and decision links.
In the chassis perception link, AI is used to process information from external sensors such as cameras and lidar to judge the current road condition of the vehicle. AI also judges the current body status with internal sensors such as acceleration sensor and suspension stroke sensor. Based on the above perception data, the "matching degree between body status and road condition" is analyzed in real time, and the optimal control strategy is generated.
In the control link, AI coordinates suspension, steering, braking, driving, rear wheel steering and other actuators to realize six-degree-of-freedom integrated control. In the case of Zeekr's AI digital chassis, in the control link, it real-timely calls the computing power and perception capability of intelligent driving, and coordinates and commands multi-domain actuators such as chassis, powertrain and cockpit via the self-developed chassis AI algorithm.
ZF Adds AI Road Sense - Intelligently Linking Sensor Data with Chassis Data
At the 2026 CES, ZF launched AI Road Sense, a software system solution, as an important part of ZF's Chassis 2.0 strategy, further driving the transformation of the chassis into the digital age.
The Premium configuration version of AI Road Sense can accurately identify the road conditions ahead, such as deep snow/shallow snow, road potholes, mud, sand, and rocks, with lidar (which scans the road profile up to 25 meters ahead with an accuracy of two centimeters), cameras and chassis CAN bus signals (tire slip rate, torque increase, etc.). The system intelligently detects the depth and firmness of the ground and automatically selects the optimal drive strategy. In addition, this raw data is then processed and utilized by ZF's chassis software cubiX to coordinate the control of smart actuators such as our semiactive damping system Continuous Damping Control (CDC) or the active damping system sMOTION. Future smart actuator integration will include steer- and brake-by wire for even more advanced control and capability.
In addition to chassis perception, for a premium and customized driving experience, the software can also enable Driver Behavior Recognition, analyzing throttle, brake and steering inputs along with in-vehicle and external conditions to predict driving style and preferences for enhanced comfort. This capability enables a highly personalized and adaptive driving experience across chassis and powertrain systems.
Executive Summary of Report Opinions
Definition of Digital Chassis
Key Components of Digital Chassis (1)
Key Components of Digital Chassis (2)
Functional Characteristics of Digital Chassis
Development Course of Digital Chassis
Classification of Digital Chassis Players
Summary of Digital Chassis Layout of OEMs (1-5)
Solution Comparison between Digital Chassis Suppliers (1-13)
Before Wide Adoption of EMB and SBW, the Suspension Has Become A Key to Building Differentiated Competitive Edges in Digital Chassis
Air Suspension Iterates from Single-chamber to Dual-chamber
Electronic Control Dampers Have Undergone Three Product Form Iterations
Application of AI in Chassis VMC