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市場調查報告書
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1660086

全球和中國的滑板底盤產業(2024年～2025年)

Global and China Skateboard Chassis Industry Report, 2024-2025
出版日期: | 出版商: ResearchInChina | 英文 240 Pages | 商品交期: 最快1-2個工作天內

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簡介目錄

一、滑板底盤在海外市場下滑，國內開始回升。

1. 受Arrival、Canoo兩大廠商退出影響，海外滑板底盤市場降溫。

2024年1月，英國著名滑板底盤製造商Arrival收到了納斯達克股票市場下市的通知。 2024年2月，該公司申請破產，並最終將其資產出售給另一家新創公司Canoo。但Canoo的造車夢也在今年戛然而止。身為全球滑板底盤模型汽車製造的先驅，Canoo 已推出皮卡、轎車和貨運輕型貨車，並成功向美國國家航空暨太空總署、美國國防部和美國郵政局等知名組織交付產品。我們也與沃爾瑪等公司簽署了合作協議。然而，2025年1月17日，Canoo宣布申請破產並立即停止營運。

滑板底盤龍頭OEM廠商Arrival和Canoo的退出，不僅標誌著造車夢的終結，也預示著滑板底盤在西方市場發展的挫折。

雖然滑板底盤在海外市場已經降溫，但一些中國原始設備製造商仍在致力於推出滑板底盤技術。他們不僅擁有多款採用滑板底盤技術的量產車型，而且還宣布將在 2024 年推出多款採用該技術的新車型。

2. 預計2025-2026年中國多家OEM廠商將採用滑板底盤技術，生產少量輕型商用車。

根據不完全統計，2024年將有約14款採用滑板底盤技術的車型首次亮相，預計2025-2026年將實現量產，主要為輕型商用車。乘用車領域，蔚來S獵裝CIIC800V車型目前規劃採用滑板底盤技術。

在中國，已有8款量產車型採用滑板底盤技術，其中大部分為物流車、微客、微卡等輕型商用車，少量為大型貨車及乘用車。下面是兩個應用範例。

（1）2023年6月上市的純電動小卡“慶鈴EV M600”，採用滑板底盤。該技術將電池、馬達和電子控制系統三大核心部件以及線控制動、轉向和熱管理系統整合到底盤的三個主要領域。這將大幅減少冗餘，突破現有的技術界限，將動力、驅動、控制、座艙、上部結構等先進的功能模組，實現軟硬體解耦，最終建構模組化通用底盤平台架構。

（2）2024年4月，吉利FarizonSuperVAN正式上市。此款新車基於GXA-M線控智慧架構打造，能夠實現超越L4等級的自動駕駛，並跟上未來自動駕駛的發展趨勢。採用線控智慧架構模組化技術，將車身與底盤徹底分離，可靈活調整軸距、前懸、後懸以及動力、煞車、懸吊、轉向等系統的任意組合。因此，使用者可以自由地根據需要設計車身，並靈活地選擇車輛配置。 Farizon SuperVAN定位為電池驅動的輕型商用車，而X-VAN車型則具有高度客製化，並擁有10kW的上部供電能力，充分展現了滑板平台的優勢。

本報告提供全球和中國的滑板底盤產業調查分析，提供滑板底盤的現狀，裝載情形，供應商的產品設計等資訊。

目錄

第1章 滑板底盤產業概要

  • 序文
  • 相關定義
  • 滑板底盤定義
  • 滑板底盤的發展歷史
  • 滑板底盤與傳統底盤及線控底盤的比較
  • 滑板底盤配置
  • 滑板底盤的主要結構特點
  • 與滑板底盤相關的技術
  • 滑板底盤專利佈局
  • 滑板底盤、平台和架構的比較
  • 滑板底盤產品優勢
  • 實現滑板底盤的課題與困難
  • 滑板底盤業務、研發、生產及獲利模式
  • 滑板底盤公司的類型
  • 滑板底盤製造商近期融資
  • 滑板底盤的客戶類型
  • 滑板底盤產業鏈
  • 滑板底盤的發展機遇
  • 滑板底盤未來應用場景的課題與趨勢
  • OEM 滑板底盤佈局摘要
  • 供應商滑板底盤佈局摘要

第2章 OEM的滑板底盤技術設計

  • Rivian
  • Canoo
  • Foton
  • King Long
  • Sany Heavy Industry
  • FAW Jiefang
  • Dongfeng Motor
  • Dongfeng Liuzhou Motor
  • Farzion
  • Changan Kaicene
  • MiracoMotor
  • Qingling Motors
  • Gecko Motors
  • Neta Auto
  • JAC Group的滑板底盤合作案例
  • BAIC的滑板底盤合作案例和近期的資金籌措
  • Avatr的滑板底盤合作案例和近期的資金籌措
  • Weiqiao的面向新能源車滑板底盤解決方案
  • Neomor的滑板底盤合作案例

第3章 中國和國外的滑板底盤供應商

  • REE
  • CATL
  • U Power
  • PIX Moving
  • SuperPanther
  • HLONG Technology
  • ITBOX
  • ECAR Tech
  • TEEMO Technology
  • Seektop Automobile

第4章 滑板底盤的應用Scenario·解決方案

  • 滑板底盤的最後一哩發送應用Scenario·解決方案
  • 滑板底盤的商用車應用Scenario·解決方案
  • 小客車應用Scenario·解決方案1
  • 小客車應用Scenario·解決方案2

第5章 滑板底盤的開發趨勢

簡介目錄
Product Code: CX005

Skateboard chassis research: already used in 8 production models, and larger-scale production expected beyond 2025

Global and China Skateboard Chassis Industry Report, 2024-2025 released by ResearchInChina combs through and summarizes the status quo, installation, and suppliers' product layout of skateboard chassis, and also predicts its future development trends. This article will interpret the status quo of the industry from three perspectives: OEMs, suppliers, and the capital market.

I. Skateboard chassis fades in overseas markets, while it begins to come to the fore in China.

1. As giants Arrival and Canoo exit, skateboard chassis cools down in overseas markets.

In January 2024, Arrival, a prominent British skateboard chassis player, received a delisting notice from the NASDAQ Stock Market. In February 2024, the company filed for bankruptcy protection and eventually sold its assets to another startup, Canoo. Yet Canoo's car making dreams also came to an abrupt end this year. As the global pioneer of the model of making cars with skateboard chassis, Canoo launched pickups, sedans, and LDVs for freight, and successfully delivered products to renowned institutions such as National Aeronautics and Space Administration (NASA), the US Department of Defense, and the US Postal Service. It signed cooperation agreements with companies like Walmart. However, on January 17, 2025, Canoo announced that it had filed for bankruptcy protection and ceased operations immediately.

The exits of Arrival and Canoo, two skateboard chassis OEM giants, not only signify the end of their car making dreams but also indicate the development of skateboard chassis has a setback in the Western market.

Although skateboard chassis has cooled in overseas markets, several Chinese OEMs are still working to deploy skateboard chassis technology. They not only have had multiple production models equipped with skateboard chassis technology, but unveiled several new models featuring this technology in 2024.

2. Multiple Chinese OEMs deploy skateboard chassis technology, small-scale production for light commercial vehicles expected during 2025-2026.

According to incomplete statistics, about 14 models featuring skateboard chassis technology debuted in 2024, mainly light commercial vehicles planned for mass production during 2025-2026. In the passenger car segment, the model NIO S Liezhuang CIIC800V is currently planned to adopt skateboard chassis technology.

In China, 8 production models have already adopted skateboard chassis technology, of which most are light commercial vehicles such as logistics vehicle, light bus, and light truck, and a few are heavy trucks and passenger cars. Below are two application cases:

1) Qingling EV M600, a battery electric light truck launched in June 2023, utilizes skateboard chassis, a technology that integrates the three core components-battery, motor, and electronic control system-along with brake-by-wire, steering, and thermal management systems into three major domains on the chassis. This significantly reduces redundancy, breaks through existing technical boundaries, and decouples hardware and software by advanced functional modules such as power, drive, control, cockpit, and upper structure, ultimately creating a modular and universal chassis platform architecture.

2) In April 2024, Geely Farizon officially rolled out SuperVAN. The new vehicle is built on the GXA-M Drive-by-wire Intelligent Architecture, enabling L4 and higher levels of autonomous driving to follow future development trends in autonomous driving. Thanks to the modular technology of the drive-by-wire intelligent architecture, the body and chassis are completely decoupled, allowing for flexible adjustments in wheelbase, front overhang, and rear overhang, and free combinations of power, braking, suspension, and steering systems. As a result, users can design the body freely as they need, and flexibly choose vehicle configurations. Farizon SuperVAN is positioned as a battery electric light commercial vehicle, with the X-VAN model featuring high customization and 10kW power supply capability for the upper structure, bringing the superiority of skateboard platform into full play.

II. 2023 to Early 2025: 7 suppliers secured 15 funding rounds, raising over RMB1.6 billion.

In addition to OEMs which vigorously make layout, the capital market has also shown strong enthusiasm, with high confidence in skateboard chassis:

Skateboard chassis technology solution suppliers making layout in low-speed autonomous vehicles: both TEEMO Technology and ECAR Tech closed three funding rounds between 2023 and 2025, and PIX Moving closed its B1 funding round in December 2024.

Skateboard chassis technology solution suppliers making layout in commercial vehicles: SuperPanther and HLONG Technology closed a total of four funding rounds between 2024 and 2025, three of which were secured by SuperPanther.

U Power, which covers passenger cars, commercial vehicles, and low-speed autonomous vehicles, closed two funding rounds between 2023 and 2024.

ITBOX, oriented to business mobility and creating exclusive models for taxi, ride-hailing, special vehicle, and rental markets, closed two funding rounds in 2023.

The train of financing events highlights the capital market's great attention to and support for the skateboard chassis segment. On one hand, the highly integrated and modular design of skateboard chassis can effectively shorten R&D cycles and reduce costs for automakers, aligning with the current trend towards intelligence and electrification in the automotive industry. On the other hand, its application potential in logistics, sanitation, public transport, and other fields is immense, making it a promising market. The influx of capital will further drive innovation and iteration in skateboard chassis technology, and accelerate commercialization of related companies, giving a big boost to the entire industry.

While skateboard chassis face challenges in overseas markets, it thrives in China. The reasons for this contrast include low penetration of new energy vehicles, insufficient policy support, and high supply chain costs overseas. The boom in China is credited to policy support, a mature supply chain, capital favor, and rapid technological iteration. Below is a comparative analysis table showing why skateboard chassis is hard to promote overseas but develop rapidly in China:

3. Skateboard chassis solution suppliers target end scenarios, with multiple models in operation.

Skateboard chassis technology suppliers such as REE, PIX Moving, TEEMO Technology, ECAR Tech, and Seektop Automobile primarily apply their products to last-mile scenarios, including autonomous retail vehicles, autonomous cleaning robots, and autonomous logistics vehicles. Take PIX Moving and TEEMO Technology as examples:

In December 2024, PIX Moving, TIS, and the Hot Okinawa Research Institute formed a partnership. In this collaboration, TIS is responsible for introduction and planning, PIX Moving provides autonomous vehicles and technology, the Hot Okinawa Research Institute operates autonomous retail services, and Kanucha Resort (a resort in Nago City, Okinawa) provides application scenarios. PIX's autonomous retail vehicle Robo-Shop (eagle wing door version) has been put into operation in Okinawa, Japan, offering innovative unmanned mobile retail services to tourists. It can be intelligently dispatched according to tourist flow, automatically moving to crowded areas to sell snacks, beverages, and other goods, and supporting cashless payments.

TEEMO Technology's AutoBots-W7 mid-size intelligent skateboard chassis is designed for medium- and low-speed autonomous MPVs which are applicable to scenarios such as urban and campus delivery, unmanned logistics, factory logistics, and urban and rural sanitation. Its commercially produced skateboard chassis, AutoBots-W7, has been successfully installed on Zelos (Suzhou) Technology's urban autonomous distribution vehicles. Currently, Zelos has achieved large-scale deployment in over 20 provinces in China and more than 100 cities globally, covering scenarios like fresh food delivery, laundry delivery, cold chain distribution, and express delivery. Zelos finds broad application in express delivery, and partners with multiple express companies such as SF Express, China Post, YTO Express, ZTO Express, and STO Express.

Table of Contents

1 Overview of Skateboard Chassis Industry

Preface

Related Definitions

  • 1.1 Definition of Skateboard Chassis
  • 1.2 Development History of Skateboard Chassis
  • 1.3 Comparison of Skateboard Chassis with Traditional Chassis and Chassis-by-wire
  • 1.4 Composition of Skateboard Chassis
  • 1.5 Main Structural Features of Skateboard Chassis
  • 1.6 Technologies Involved in Skateboard Chassis
    • 1.6.1 Q&A 1: Relationship Between Skateboard Chassis and Body-on-frame?
    • 1.6.2 Q&A 2: Is CTC Technology A Standard Feature of Skateboard Chassis?
    • 1.6.3 Q&A 3: Relationship Between Skateboard Chassis and Integrated Die Casting?
    • 1.6.4 Q&A 4: Relationship Between Skateboard Chassis and Hub Motors?
    • 1.6.5 Q&A 5: Application of X-by-wire Technology in Skateboard Chassis?
    • 1.6.6 Q&A 6: Application of Skateboard Chassis EEA and Software Architecture?
  • 1.7 Skateboard Chassis Patent Layout
  • 1.8 Comparison of Skateboard Chassis with Platforms and Architectures
  • 1.9 Advantages of Skateboard Chassis Products
  • 1.10 Challenges and Difficulties in Realizing Skateboard Chassis
  • 1.11 Business, R&D, Production, and Profit Models of Skateboard Chassis
  • 1.12 Types of Skateboard Chassis Players
  • 1.13 Financing of Skateboard Chassis Players in Recent Years
  • 1.14 Types of Skateboard Chassis Customers
  • 1.15 Skateboard Chassis Industry Chain
  • 1.16 Development Opportunities for Skateboard Chassis
  • 1.17 Challenges and Trends in Future Application Scenarios of Skateboard Chassis
  • 1.18 Summary of Skateboard Chassis Layout of OEMs
  • 1.19 Summary of Skateboard Chassis Layout of Suppliers

2 Skateboard Chassis Technology Layout of OEMs

  • 2.1 Rivian
  • Profile and Financing History
  • Skateboard Chassis Application Cases
  • R1T Skateboard Chassis Vehicle Architecture
  • R1T Skateboard Chassis Structure
  • R1T Electronic and Electrical Architecture
  • R1T Chassis Architecture
  • R1T Suspension System
  • R1T Braking System
  • R1T Steering System
  • R1T Electric Drive System
  • R1T Battery Structure
  • Overview of Supply Chain
  • 2.2 Canoo
  • Profile and Products
  • Skateboard Chassis
  • Battery Structure of Skateboard Chassis
  • Steering and Suspension Systems of Skateboard Chassis
  • 2.3 Foton
  • Skateboard Chassis Application Case 1
  • Skateboard Chassis Application Case 2
  • 2.4 King Long
  • Skateboard Chassis Solution 1
  • Skateboard Chassis Solution 2
  • Kunlun Smart Electric/Electronic Architecture (SEA)
  • Kunlun SEA Application Case 1
  • Kunlun SEA Application Case 2
  • Kunlun SEA Application Case 3
  • Skateboard Chassis Cooperation Case
  • 2.5 Sany Heavy Industry
  • Intelligent Chassis Solution for Special Vehicles
  • Expandable Vehicle Models with Intelligent Chassis
  • Skateboard Chassis Application Case
  • 2.6 FAW Jiefang
  • Intelligent Skateboard Chassis Solution for Commercial Vehicles
  • Skateboard Chassis Cooperation Case
  • 2.7 Dongfeng Motor
  • M-Hero Off-Road Architecture (MORA) Solution
  • M-Hero Off-Road Architecture (MORA) Application Case
  • Skateboard Chassis Solutions: 1st Generation
  • Skateboard Chassis Solutions: 2nd Generation
  • 2nd-Generation Skateboard Chassis Application Case
  • 2.8 Dongfeng Liuzhou Motor
  • Skateboard Chassis Solution 1
  • Skateboard Chassis Solution 2
  • Skateboard Chassis Solution 3
  • 2.9 Farzion
  • Profile
  • GXA-M Drive-by-wire Intelligent Architecture
  • GXA-M Drive-by-wire Intelligent Architecture Application Case
  • 2.10 Changan Kaicene
  • Commercial Vehicle K01 Architecture
  • Intelligent Chassis Technology
  • Skateboard Chassis Application Case
  • Latest Financing
  • 2.11 MiracoMotor
  • Intelligent Chassis Solutions
  • Intelligent Chassis Solution 1
  • Intelligent Chassis Solution 2
  • Intelligent Chassis Applied Vehicle 1
  • Intelligent Chassis Applied Vehicle 2
  • Intelligent Chassis Applied Vehicle 3
  • Intelligent Chassis Applied Vehicle Cooperation and Delivery Cases
  • 2.12 Qingling Motors
  • Skateboard Chassis Application Case 1
  • Skateboard Chassis Application Case 2
  • Skateboard Chassis Cooperation Case
  • 2.13 Gecko Motors
  • Profile and Development History
  • Highlights of Advanced Digital Chassis Technology
  • Advanced Digital Chassis Solution
  • CTC Implementation Roadmap
  • Collaborative Development of Skateboard Platform
  • Skateboard Chassis Application Case 1
  • Skateboard Chassis Application Case 2
  • 2.14 Neta Auto
  • Skateboard Chassis Solution
  • Skateboard Chassis Application Case
  • 2.15 JAC Group's Skateboard Chassis Cooperation Case
  • 2.16 BAIC's Skateboard Chassis Cooperation Case and Latest Funding
  • 2.17 Avatr's Skateboard Chassis Cooperation Case and Latest Funding
  • 2.18 Weiqiao's New Energy Commercial Vehicle Skateboard Chassis Solution
  • 2.19 Neomor's Skateboard Chassis Cooperation Case

3 Chinese and Foreign Skateboard Chassis Suppliers

  • 3.1 REE
  • Profile
  • Technical Strength
  • Technology 1
  • Technology 2
  • Technology 3
  • Technology 4
  • Chassis Architecture Solution
  • Skateboard Chassis Solution 1
  • Skateboard Chassis Solution 2
  • Skateboard Chassis Application Case 1
  • Skateboard Chassis Application Case 2
  • Skateboard Chassis Application Case 3
  • Skateboard Chassis Application Case 4
  • Skateboard Chassis Application Fields
  • 3.2 CATL
  • Skateboard Chassis Layout of Subsidiaries
  • Skateboard Chassis Solution 1
  • Skateboard Chassis Solution 2
  • Features and Technological Innovations of CATL Integrated Intelligent Chassis (CIIC) of CATL (Shanghai) Intelligent Technology
  • CATL (Shanghai) Intelligent Technology's CIIC and CIIC-Toolkits Solution Suite
  • CATL (Shanghai) Intelligent Technology's CIIC Product Matrix and Application Scenarios
  • CATL (Shanghai) Intelligent Technology's CIIC Redundant Architecture Design
  • CATL (Shanghai) Intelligent Technology's CIIC Vehicle Dynamics Model
  • CATL (Shanghai) Intelligent Technology's CIIC Electronic and Electrical Interfaces
  • Synland's CTC Electric Chassis Platform Solution
  • Synland's Commercial Vehicle Skateboard Chassis Solution
  • Summary of Skateboard Chassis Collaborations
  • 3.3 U Power
  • Profile
  • Skateboard Chassis Vehicle Platform Planning
  • Vehicle Models Covered by Skateboard Chassis Vehicle Platform
  • Skateboard Chassis Solution
  • UP SPACE
  • Skateboard Chassis Application Case
  • Strategic Cooperation
  • 3.4 PIX Moving
  • Profile
  • Skateboard Chassis Solution
  • Autonomous Driving Development Kit PIXKIT 3.0
  • Autonomous Driving Development Kit Cooperation Case
  • Skateboard Chassis Applied Vehicle 1
  • Skateboard Chassis Applied Vehicle 2
  • Skateboard Chassis Applied Vehicle 3
  • Skateboard Chassis Cooperation Case
  • Summary of Skateboard Chassis Collaborations
  • 3.5 SuperPanther
  • Profile
  • Team Background
  • Core Technologies for Wire-Controlled Skateboard Chassis
  • Skateboard Chassis Solution
  • Strategic Cooperation
  • 3.6 HLONG Technology
  • Profile
  • Skateboard Chassis Solution
  • Skateboard Chassis Application Case 1
  • Skateboard Chassis Application Case 2
  • Skateboard Chassis Application Case 3
  • Skateboard Chassis Application Case 4
  • Strategic Cooperation on Autonomous Freight Platform
  • 3.7 ITBOX
  • Profile and Product Pedigree
  • Skateboard Chassis Solution
  • "Octopus" Platform
  • "Octopus" Platform Application Case
  • 3.8 ECAR Tech
  • Technology Architecture of Autonomous Skateboard Chassis
  • Standard Chassis Solution
  • Standard Chassis Application Case
  • Partners and Financing History
  • 3.9 TEEMO Technology
  • Profile
  • Skateboard Chassis Layered Structure
  • Summary of Skateboard Chassis Solutions
  • Skateboard Chassis Kit Solution 1
  • Skateboard Chassis Kit Solution 2
  • Skateboard Chassis Application Case
  • Skateboard Chassis Cooperation Case
  • 3.10 Seektop Automobile
  • Core Technologies
  • Skateboard Chassis
  • Skateboard Chassis Solution 1
  • Skateboard Chassis Solution 2
  • Skateboard Chassis Application Case

4 Application Scenarios and Solutions for Skateboard Chassis

  • 4.1 Last-Mile Delivery Application Scenarios and Solutions for Skateboard Chassis
    • 4.1.1 Last-Mile Delivery Application Scenario Case 1
    • 4.1.2 Last-Mile Delivery Application Scenario Case 2
    • 4.1.3 Last-Mile Delivery Application Scenario Case 3
    • 4.1.4 Last-Mile Delivery Application Scenario Case 4
    • 4.1.5 Last-Mile Delivery Application Scenario Solution 1
    • 4.1.6 Last-Mile Delivery Application Scenario Solution 2
  • 4.2 Commercial Vehicle Application Scenarios and Solutions for Skateboard Chassis
    • 4.2.1 Commercial Vehicle Application Scenario Case 1
    • 4.2.2 Commercial Vehicle Application Scenario Case 2
    • 4.2.3 Commercial Vehicle Application Scenario Case 3
    • 4.2.4 Commercial Vehicle Application Scenario Case 4
    • 4.2.5 Commercial Vehicle Application Scenario Solution 1
    • 4.2.6 Commercial Vehicle Application Scenario Solution 2
    • 4.2.7 Commercial Vehicle Application Scenario Solution 3
  • 4.3 Passenger Car Application Scenario and Solution 1
  • 4.3 Passenger Car Application Scenario and Solution 2

5 Development Trends of Skateboard Chassis

  • 5.1 Trend 1
  • 5.2 Trend 2
  • 5.3 Trend 3
  • 5.4 Trend 4
  • 5.5 Trend 5