The low-speed unmanned vehicle market is in the stage of energy storage
before mass production
At present, domestic autonomous driving vehicles are still in their infancy,
but low-speed autonomous driving technology is already in the energy storage
stage on the eve of mass production. According to the conservative estimate of
Zosi, including low-speed manned autonomous vehicles, low-speed cargo autonomous
vehicles and unmanned operation vehicles, the sales volume of low-speed
autonomous vehicles in China will reach 11,000 units in 2020 and 104,000 units
in 2023, with the market size reaching 33 billion yuan.
Basically, the performance and maturity of the product determine the
extension of the application scenario. If the cars are not as athletic, they may
be confined to areas with low slopes and good road conditions. If the shock
absorption is not good, then the ride with people will be poor.
From the perspective of architecture, low-speed unmanned vehicles mainly
include three layers: perception layer (sensing equipment), decision layer
(decision algorithm), and execution layer (chassis, motion control system). For
the whole low-speed unmanned driving industry, the first thing to go through is
the cost barrier if you want to promote and apply it on a large scale. In the
demo stage, the cost of small-scale production of each enterprise is very high,
and the real gap can be opened only after mass production. At present, the
domestic automobile manufacturing technology has been very mature. Due to the
reference of the automobile structure, production process line, and matching the
use of vehicle-level parts, after the real mass production, the vehicle parts
manufacturing and assembly cost will be in a low controllable range.
Market potential exploded, braking and steering into focus
At the same time, from the current car market, the penetration rate of
intelligent and electrified vehicles is increasing. Especially since 2021, new
energy vehicles have been climbing at a high speed. From January to April this
year, under the condition that the overall car market was seriously affected,
the sales volume of new energy vehicles still achieved a year-on-year growth of
1.1 times, and the market share reached 20.2%. And intelligent snatched in a new
cart PeiZhiLv also went into a state of rapid growth, according to the China
passenger car automatic driving market data tracking report, the first quarter
of 2022 each big factory production data, domestic L2 level automatic driving
the new car in the passenger car market penetration is as high as 23.2%, the new
energy vehicle market penetration is higher, reaching 35.0%.
In terms of subdivision, the current industry divides the intelligent chassis
into five systems: steering by wire, moving by wire, shifting by wire, oil
control gate by wire and suspension by wire.
Due to the early development of the technology, the wire control gate and the
wire control shift are commonly used in various automobile enterprises, and the
permeability is stable. Among them, the permeability of the line control gate is
basically close to 100%, and the future growth space is limited. Shift-by-wire
is the basis for intelligent driving or intelligent parking in the future. At
present, the market penetration rate is about 25%. With the improvement of these
configurations, the penetration rate will also be relatively high.
Drive-by-wire chassis for low-speed automatic driving
From the technical point of view, the wire control chassis system eliminates
a large number of mechanical connection devices and hydraulic/pneumatic
auxiliary devices of the traditional chassis. On the premise of considering
safety redundancy, all the links between execution units are transmitted through
signal interaction. This gives it two advantages over conventional chassis:
1, help to improve the safety of vehicles, with the characteristics of fast
response speed and high control accuracy. In terms of the division of labor, the
automatic driving system can be divided into three parts: perception, decision
making and execution. The chassis system belongs to the "execution" mechanism in
automatic driving and is the main functional module to realize automatic
driving. The realization of L3 and higher level automatic driving is inseparable
from the fast response and accurate execution of chassis actuator, so as to
achieve a high degree of coordination with the upper level of perception and
decision-making. Therefore, as the execution cornerstone of higher level
autonomous driving, intelligent chassis is the specific starting point for the
development of autonomous driving.
2. It reduces the energy loss in the process of force transmission, and can
improve the energy utilization efficiency of new energy vehicles and strengthen
the endurance capacity. At the same time, the chassis of new energy vehicles
designed and produced based on the new energy platform has been redesigned,
which can better adapt to the layout of each control device by wire.
In general, as the key execution end of automatic driving, intelligent
vehicle drive-by-wire chassis needs to cooperate with sensing and
decision-making to realize various intelligent functions of automotive products.
From the industry scale, the wire - controlled chassis industry is in the early
stage of explosive growth.
Jiyu Technology focuses on providing R&D, design, production and product
application solutions of intelligent drive-by-wire chassis. The main products
are positioned in the unmanned general chassis, with a standardized and
universal architecture platform, bearing the body that can be set freely, and
landing in different industries and scenarios.
In the field of low-speed autonomous driving, Jiyu Technology has realized
the production and delivery of driverless material transport vehicles,
driverless distribution vehicles, driverless retail vehicles and driverless
disinfection vehicle chassis. Jointly created by Jiyu Technology and Yuanrong
Qihang, the unmanned light truck has a maximum speed of 120Km/h and an effective
load of 4 tons, which is at the forefront of the industry.
www.jiyudrivebywire.com
Shanghai Jiyu Technology Co., Ltd.
