Automotive steering system research: EPS dominates the market, SBW prepares for fully autonomous driving
After hundreds of years of development, automotive steering systems have derived HPS, EHPS, EPS, SBW and other types. At present, HPS (hydraulic power steering) and EHPS (electronic hydraulic power steering) have been widely used in commercial vehicles, while EPS (electric power steering) is mainly applied to passenger cars, and SBW (Steer-by-Wire) has the lowest penetration rate.
EPS occupies the passenger car market, while HPS and EHPS dominate the commercial vehicle market
In Chinese passenger car steering system market, the share of EPS has increased from 80.1% in 2016 to 96.4% in 2020; only a small number of passenger cars adopt HPS and EHPS solutions. Relatively speaking, the higher the price of cars, the higher the proportion of EPS solutions applied.
Due to its small size, low power consumption, light weight and flexibility, EPS is the first choice for new energy vehicles. EPS accounted for 99.91% of the new energy passenger car market in 2020, and this proportion is expected to reach 100% in the future.
HPS and EHPS are usually seen in most commercial vehicles, especially heavy-duty vehicles, thanks to their high power and low prices. In 2020, China's commercial vehicle steering systems were still dominated by HPS and EHPS, of which EHPS made up for 40.1%. However, the market shares of HPS and EHPS will gradually be grabbed by EPS in the future because they not only consume lots of power, but also cause hydraulic oil leakage, which do not meet environmental protection requirements.
The EPS penetration rate of local passenger car brands is gradually increasing
In the Chinese passenger car market, the EPS penetration rate of Chinese passenger car brands is much lower than that of foreign passenger car brands. In 2020, the former was 90.7%, while the latter hit as high as 100%. However, with the gradual tightening of environmental protection, local brands will gradually abandon the polluting steering systems such as HPS and EHPS. By 2026, the EPS penetration rate of Chinese passenger car brands is expected to reach 100%.
Multinational companies dominate the market, while local companies strive to survive
At present, the global automotive steering system market is mainly occupied by vendors such as JTEKT, Bosch, ZF, ThyssenKrupp, NSK, Mando, Hitachi Astemo. These multinational companies have deployed the Chinese market through sole proprietorship or joint ventures, firmly occupied the supply channels of luxury and joint venture brand automakers, and penetrated into the supply system of local automakers.
There are more than 100 local companies in China, but most of them are small companies targeting the aftermarket with weak competitiveness. Zhejiang Shibao, CAAS, Elite, Nexteer Automotive, etc. which have relatively strong competitiveness can compete with multinational giants. For example, Nexteer Automotive and Zhejiang Shibao have entered the supply systems of American, German and Japanese automakers by virtue of their robust strength, and have taken places in the siege of multinational companies.
Major vendors and automakers have deployed SBW which will be promising in the future
The biggest difference between SBW and EPS is that the former removes the mechanical connection between the steering wheel and the rack and uses ECU to transmit commands instead. SBW features fast response, flexible installation, lighter weight, and improved collision safety.
SBW technology was proposed as early as 1950. After decades of development, it has now been mass-produced on Infiniti’s several models. Although SBW still has problems such as high cost, immature technology, limited user acceptance, low penetration rate, etc., some automotive steering vendors and automakers are very optimistic about SBW technology and are making efforts herein. There will be a number of production models using SBW.
China Automotive Engineering Research Institute Co., Ltd. (CAERI) has worked with Huawei, Baidu, Schaeffler and many other companies to jointly compile SBW and Brake System Communication Protocol Requirements and Test Specifications, which is conducive to promoting the development of SBW technology and its application in intelligent vehicles.
At present, the penetration rate of SBW in China is extremely low, and was estimated at 0.1% in 2020. In the next few years, the penetration rate will jump rapidly, and it is expected to reach 15% by 2026. Meanwhile, the market scale will gradually expand to RMB12.16 billion, with lucrative development prospects.
EPS is the key to ADAS functions, while SBW is one of the key technologies for fully autonomous driving
The automotive steering system is closely related to the development of autonomous driving. At present, EPS is the key to ADAS functions, serving different levels of autonomous driving with typical ADAS functions like APA, LDW&LKA and DSR. However, in essence, the steering signal of EPS still comes from the driver, while the steering signal of SBW stems from the algorithm. Therefore, SBW can be completely separated from the driver to control steering as one of the key technologies for fully automatic driving in the future.
At present, some automotive steering system companies have begun to deploy autonomous driving.
Chinese OEMs (Passenger Car) Going Overseas Report, 2024--Germany
Keywords of Chinese OEMs going to Germany: electric vehicles, cost performance, intelligence, ecological construction, localization
The European Union's temporary tariffs on electric vehicles in Chi...
Analysis on DJI Automotive’s Autonomous Driving Business, 2024
Research on DJI Automotive: lead the NOA market by virtue of unique technology route.
In 2016, DJI Automotive’s internal technicians installed a set of stereo sensors + vision fusion positioning syst...
BYD’s Layout in Electrification, Connectivity, Intelligence and Sharing and Strategy Analysis Report, 2023-2024
Insight: BYD deploys vehicle-mounted drones, and the autonomous driving charging robot market is expected to boom.
BYD and Dongfeng M-Hero make cross-border layout of drones.
In recent years,...
Great Wall Motor’s Layout in Electrification, Connectivity, Intelligence and Sharing and Strategy Analysis Report, 2023-2024
Great Wall Motor (GWM) benchmarks IT giants and accelerates “Process and Digital Transformation”.
In 2022, Great Wall Motor (GWM) hoped to use Haval H6's huge user base to achieve new energy transfo...
Cockpit AI Agent Research Report, 2024
Cockpit AI Agent: Autonomous scenario creation becomes the first step to personalize cockpits
In AI Foundation Models’ Impacts on Vehicle Intelligent Design and Development Research Report, 2024, Res...
Leading Chinese Intelligent Cockpit Tier 1 Supplier Research Report, 2024
Cockpit Tier1 Research: Comprehensively build a cockpit product matrix centered on users' hearing, speaking, seeing, writing and feeling.
ResearchInChina released Leading Chinese Intelligent Cockpit ...
Global and China Automotive Wireless Communication Module Market Report, 2024
Communication module and 5G research: 5G module installation rate reaches new high, 5G-A promotes vehicle application acceleration
5G automotive communication market has exploded, and 5G FWA is evolv...
ADAS and Autonomous Driving Tier 1 Suppliers Research Report, 2024 – Chinese Companies
ADAS Tier1s Research: Suppliers enter intense competition while exploring new businesses such as robotics
In China's intelligent driving market, L2 era is dominated by foreign suppliers. Entering era...
Automotive Gateway Industry Report, 2024
Automotive gateway research: 10BASE-T1S and CAN-XL will bring more flexible gateway deployment solutions
ResearchInChina released "Automotive Gateway Industry Report, 2024", analyzing and researching...
Global and China Electronic Rearview Mirror Industry Report, 2024
Research on electronic rearview mirrors: electronic internal rearview mirrors are growing rapidly, and electronic external rearview mirrors are facing growing pains
ResearchInChina released "Global a...
Next-generation Zonal Communication Network Topology and Chip Industry Research Report, 2024
The in-vehicle communication architecture plays a connecting role in automotive E/E architecture. With the evolution of automotive E/E architecture, in-vehicle communication technology is also develop...
Autonomous Delivery Industry Research Report, 2024
Autonomous Delivery Research: Foundation Models Promote the Normal Application of Autonomous Delivery in Multiple Scenarios
Autonomous Delivery Industry Research Report, 2024 released by ResearchInCh...
Global Autonomous Driving Policies & Regulations and Automotive Market Access Research Report, 2024
Intelligent driving regulations and vehicles going overseas: research on regional markets around the world and access strategies. "Going out”: discussion about regional markets aroun...
China Passenger Car HUD Industry Report, 2024
HUD research: AR-HUD accounted for 21.1%; LBS and optical waveguide solutions are about to be mass-produced. The automotive head-up display system (HUD) uses the principle of optics to display s...
Ecological Domain and Automotive Hardware Expansion Research Report, 2024
Automotive Ecological Domain Research: How Will OEM Ecology and Peripheral Hardware Develop? Ecological Domain and Automotive Hardware Expansion Research Report, 2024 released by ResearchInChina ...
C-V2X and CVIS Industry Research Report, 2024
C-V2X and CVIS Research: In 2023, the OEM scale will exceed 270,000 units, and large-scale verification will start.The pilot application of "vehicle-road-cloud integration” commenced, and C-V2X entere...
Automotive Intelligent Cockpit Platform Configuration Strategy and Industry Research Report, 2024
According to the evolution trends and functions, the cockpit platform has gradually evolved into technical paths such as cockpit-only, cockpit integrated with other domains, cockpit-parking integratio...
Analysis on Huawei's Electrification, Connectivity, Intelligence and Sharing,2023-2024
Analysis on Huawei's Electrification, Connectivity, Intelligence and Sharing: Comprehensive layout in eight major fields and upgrade of Huawei Smart Selection
The “Huawei Intelligent Driving Business...