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시장보고서
상품코드
1979941
중국의 승용차용 디지털 섀시 시장(2026년판)China Passenger Car Digital Chassis Research Report, 2026 |
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디지털 섀시의 각 구성 요소의 배선 제어 정도와 섀시 조정 제어 정도에 따라 디지털 섀시의 개발은 다음과 같은 3단계로 나뉩니다.
1.0 단계: 부분적인 섀시 바이 와이어이며, 섀시 협동 제어는 아직 실현되지 않았습니다. 시장은 해외 공급업체가 주도하고 있으며, OEM은 투자 및 자회사 설립을 통해 섀시 바이 와이어(Chassis by Wire)를 전개하고 있습니다.
2.0 단계: 섀시의 배선 제어도가 높아져 XYZ 방향 중 2-3개 방향에서 융합 제어가 가능해졌습니다. 중국 공급업체가 시장에 진입하여 일정한 점유율을 확보하고, OEM은 디지털 섀시 브랜드를 출시하기 시작합니다.
3.0 단계: 완전한 섀시 바이 와이어, 섀시의 XYZ 삼방향 융합 제어가 실현되었습니다. 국내외 공급업체가 동등한 위치에서 경쟁하고, OEM은 디지털 섀시 브랜드 구축을 완료하고 섀시-지능형 주행 조종석의 연계 가능성을 모색하기 시작합니다.
현재 주요 OEM은 버전 2.0의 구성을 완료했으며, 2026년 내에 일부 브랜드가 버전 3.0으로 도약할 것으로 예측됩니다.
지능형 조종석에 AI를 적용함으로써 음성 대화 및 IVI 상호 작용의 사용자 경험이 크게 향상되었습니다. 조종석에 이어 AI는 지능형 주행과 섀시에도 도입되고 있습니다. 섀시에서는 주로 섀시 인식과 의사결정 링크에 AI가 활용됩니다.
섀시 인지 링크는 카메라, LiDAR 등 외부 센서에서 얻은 정보를 AI로 처리하여 차량의 현재 도로 상황을 판단합니다. 또한 가속도 센서, 서스펜션 스트로크 센서 등 내부 센서를 통해 차체 상태를 파악합니다. 이러한 인지 데이터를 기반으로 '차체 상태와 도로 상황의 적합도'를 실시간으로 분석하여 최적의 제어 전략을 생성합니다.
제어 링크에서는 AI가 서스펜션, 조향, 브레이크, 구동, 후륜 조향 등의 액추에이터를 조정하여 6자유도 통합 제어를 실현합니다. Zeekr의 AI 디지털 섀시의 경우, 제어 링크에서 자동 운전의 연산 능력과 인지 능력을 실시간으로 호출하여 자체 개발한 섀시 AI 알고리즘을 통해 섀시, 파워트레인, 조종석 등 멀티 도메인 액추에이터를 조정 및 제어합니다.
ZF, AI Road Sense 추가 - 센서 데이터와 섀시 데이터를 지능적으로 연결
2026년 CES에서 ZF는 AI Road Sense라는 소프트웨어 시스템 솔루션을 발표했습니다. 이는 ZF의 섀시 2.0 전략의 중요한 구성요소로서 섀시의 디지털 시대로의 전환을 더욱 촉진할 것입니다.
프리미엄 구성의 AI Road Sense는 LiDAR(25미터 전방의 노면 프로파일을 2센티미터의 정확도로 스캔), 카메라, 섀시 CAN 버스 신호(타이어 슬립률, 토크 증가 등)를 통해 깊은 눈/얕은 눈, 도로의 구멍, 진흙, 모래, 바위 등 전방 노면 상황을 정확하게 식별합니다. 정확하게 식별합니다. 이 시스템은 지반의 깊이와 경도를 지능적으로 감지하여 최적의 구동 전략을 자동으로 선택합니다. 또한, 이 원시 데이터는 ZF의 섀시 소프트웨어 'cubiX'에서 처리 및 활용되어 세미 액티브 댐핑 시스템 'Continuous Damping Control'(CDC) 및 액티브 댐핑 시스템 'sMOTION'과 같은 스마트 액추에이터 제어를 제어합니다. 제어합니다. 향후에는 스티어 바이 와이어 및 Brake-by-wire와 같은 스마트 액추에이터의 통합을 통해 더욱 진보된 제어 및 기능을 구현할 수 있습니다.
중국의 승용차용 디지털 섀시 시장에 대해 조사 분석했으며, 개발 동향, OEM사의 계획, 공급업체별 솔루션 등의 정보를 전해드립니다.
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