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중국의 이륜차용 인텔리전스와 산업 체인(2024-2025년)
Two-wheeler Intelligence and Industry Chain Research Report, 2024-2025
상품코드 : 1652114
리서치사 : ResearchInChina
발행일 : 2025년 01월
페이지 정보 : 영문 470 Pages
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한글목차

1. 전동 자전거 : 자동차 등급 레이더를 탑재하여 인텔리전트 드라이빙 기능을 실현

과학과 기술의 급속한 발전에 따라 전동 자전거 분야에도 혁명이 일어나 점점 지능화가 진행되고 있습니다. 지능형 전기 자전거는 더 이상 단순한 이동 수단이 아니라 다양한 첨단 기술을 통합한 이동성 파트너가 되었습니다.

2. 오토바이 : IVI에 영혼을 불어넣는 AI 도입

전기 자전거의 지능형 분류 기준은 아직 확정되지 않았습니다. 이륜차 시장에 관해서는 2024년 9월 27일, China Electronics Chamber of Commerce가 세계 최초의 이륜차용 인텔리전스 분류 그룹 표준 「Riding Intelligence Classification of Motorcycles and Mopeds」(표준 번호 T/CECC 028-2024)을 발표하고, 2024년 11월 1일 시행되며, 오토바이와 모페드가 포함됩니다.

이 규격에서는 라이딩 인텔리전스를 6개의 레벨로 나눕니다. 통신 시스템, 상호 작용 시스템, 지각 시스템, 포지셔닝 시스템, 자세 시스템, 클라우드 플랫폼, 운전 지원 영역 컨트롤러, 차량 제어 시스템의 8 가지 측면에서 인텔리전스를 결정합니다. 이 규격은 Yadea, Dachangjiang, CFMOTO, Keeway에서 시험 운용되고 있으며, 2025년 초에 지능형 분류 마크를 가진 세계 최초의 이륜차 모델의 발매를 목표로 하고 있습니다.

오토바이 시장에서 보면, 2024년, 중국 시장 수요는 둔화하지만, 대배기량의 레저 및 엔터테인먼트용 이륜차 시장이 뜨거워지고, 인텔리전스가 새로운 개발 방향이 됩니다.

3. OEM 럭셔리 오토바이 시장 진입

최근 몇 년동안 많은 OEM이 이륜차 산업에 진출했습니다. 그 중 Wuling과 Great Wall Motors는 공식적으로 새로운 오토바이 브랜드를 출시하여 높은 출발 지점에서 시장에 진출했습니다.

이 보고서는 중국과 세계의 이륜차 시장을 조사했으며, 이륜차의 인텔리전스 업그레이드에 초점을 맞추고 시장 규모, 지능형 기능 특성, 지능형 부품의 산업 체인, 해외 시장, 경쟁 구도, 제조업체의 지능형 전략, 전동 이륜차 및 오토바이 개발 동향 등을 분석했습니다.

목차

제1장 이륜차 산업 시장 개요

제2장 이륜차용 인텔리전스의 개발 방향과 동향

제3장 해외의 이륜차용 인텔리전스의 동향

제4장 전동 이륜차용 인텔리전스 기업

제5장 오토바이용 인텔리전스 기업

제6장 이륜차용 지능형 산업 체인 기업

JHS
영문 목차

영문목차

Research on the two-wheeler intelligence: OEMs flock to enter the market, and the two-wheeler intelligence continues to improve

This report focuses on the upgrade of two-wheeler intelligence, analyzes and studies the market size, intelligent functional characteristics, industrial chain of intelligent components, overseas markets, competition landscape, manufacturers' intelligent strategies, and development trends of electric two-wheelers and motorcycles. The main research scope includes:

1) Market overview of two-wheelers: production and sales volume, competition landscape, industry policies, etc. of electric two-wheelers and motorcycles;

2) Overseas trends of two-wheelers: the global market size of two-wheelers and the characteristics of two-wheelers market in China, Europe, USA, and Southeast Asia, and the layout of Chinese manufacturers in various regions overseas;

3) Intelligent strategies of electric two-wheelers and motorcycle manufacturers;

4) Research on the intelligent industrial chain of two-wheelers;

5) The intelligent development trends of two-wheelers in power system, intelligent driving, communication system, HMI, etc.

1. Electric bicycles: Automotive-grade radar is installed to enable intelligent driving functions

With rapid development of science and technology, electric bicycle field is experiencing a revolution, and is becoming more and more intelligent. Intelligent electric bicycles are no longer just a simple means of transportation, but a mobility partner that integrates various advanced technologies.

On December 31, 2024, the mandatory national standard "Safety Technical Specification for Electric Bicycle" revised by the Ministry of Industry and Information Technology and other five departments, was officially released. The new national standard stipulates that electric bicycles must have Beidou positioning, communication and dynamic safety monitoring functions, and will be implemented on September 1, 2025.

The mandatory national standard "Safety Technical Specification of Lithium-ion Battery for Electric Bicycle" (GB 43854-2024), implemented on November 1, 2024, stipulates the safety requirements and test methods applicable to lithium batteries for electric bicycles from two levels: single cells and battery packs, providing a standard basis for battery safety management in the intelligent configuration of electric bicycles.

In terms of intelligent connectivity, well-known manufacturers such as Yadea, Aima, Segway-Ninebot, Niu Technologies, TAILG, and SUNRA have equipped their smart models with brand-exclusive APPs. Taking Niu Technologies as an example, its smart APP has functions such as IVI interconnection, vehicle control, real-time positioning, and key sharing.

In terms of battery management, Niu Technologies's self-developed intelligent BMS cloud manager uses years of battery management big data combined with different driving habits and optimizes SOC algorithm through AI to analyze the battery's voltage, current, temperature and other conditions, ensuring accurate estimation of battery's remaining power in multiple scenarios. Combined with the Niu Technologies smart APP, it can achieve 24-hour monitoring of the battery status.

All Segway-Ninebot electric vehicles on sale are equipped with its own BMS6.0 system, which monitors the battery discharge status 24 hours a day, and performs intelligent management and protection, extending the battery life. Users can view and manage the functions of BMS 6.0 system in the Segway-Ninebot APP, and can also set some battery usage habits in the App. In daily actual use, when the lithium battery is too low or charging is completed, the App will have responsive reminders and notifications.

In addition to intelligent connectivity and battery management, the application of inertial measurement units, radars, and high-computing power chips in electric bicycles are also particularly noteworthy.

In July 2024, DJI launched the Avinox electric power assist system, which is equipped with an inertial measurement unit (IMU) and wheel speed sensors, and can provide multiple assistance methods such as push assist, Auto Hold, hill start assist, and on-the-spot gear shifting. In any riding mode, long press the button with left dial arrow pointing down to turn on the power assist function.

The NXT electric bicycle released by Niu Technologies in February 2024 is priced from 6,299 yuan. It is equipped with automotive-grade radar, BSD system, and RCW system. It can automatically identify the vehicle distance and predict oncoming vehicles from the side and rear. It is equipped with an automotive-grade driving recorder to form all-round driving protection from riding warning to later stages, effectively avoiding accidents.

In January 2025, Segway-Ninebot launched Ninebot SIGHT (Ninebot AI Visual Assist System), which uses three high-performance AI chips in its cameras. Combined with powerful computing power of 2.4TOPS, it not only provides 2K high-definition driving record function, but also integrates intelligent warning capabilities such as forward collision warning, blind spot monitoring, and lane departure warning. In addition, Ninebot SIGHT also supports AI gesture recognition and cloud intercommunication, and realizes emergency recording, remote monitoring and other functions through the App.

2. Motorcycles: Introducing AI to inject soul into the IVI

There is no finalized intelligent classification standard for electric bicycles. As for the motorcycle market, on September 27, 2024, the China Electronics Chamber of Commerce issued the world's first two-wheeler intelligence classification group standard - "Riding Intelligence Classification of Motorcycles and Mopeds" (Standard No. T/CECC 028-2024), which came into effect on November 1, 2024, and the implementation objects include motorcycles and mopeds.

The standard divides riding intelligence into six levels: L0\L1\L1P\L2\L2P\L2U, and judges intelligence from eight aspects: communication system, interaction system, perception system, positioning system, attitude system, cloud platform, assisted driving domain controller, and vehicle control system. The standard has been piloted in Yadea, Dachangjiang, CFMOTO, and Keeway, aiming to launch the world's first two-wheeler model with an intelligent classification mark in early 2025.

From the perspective of motorcycle market, Chinese market demand slows down in 2024, but the market for large-displacement leisure and entertainment motorcycles will be hot, and intelligence will become a new development direction.

In November 2024, Kawasaki and Cerence reached a cooperation agreement. Kawasaki will integrate Cerence Ride platform designed for two-wheelers. Using this platform, riders can access navigation, vehicle control and cloud applications through AI voice assistants. The Cerence Ride two-wheeler platform is compatible with Android and iOS systems and can be embedded in smartphones and vehicle dashboards. It provides pre-integrated voice AI software development kit (SDK) and service support. In addition, Yadea also uses Cerence's AI voice technology.

Besides voice interaction, AI's concept of emotional interaction has given motorcycles a new lease of life. Yamaha has launched the AI-enable MOTOROiD 2 (concept car). The MOTOROiD 2 incorporates advanced AI technology and can achieve autonomous driving and intelligent interaction by sensing the rider's movements and intentions. Specifically:

Facial recognition and gesture control: Equipped with AI system, it has facial recognition and gesture control functions. The rider can control the vehicle's start, stop, follow movement, etc. through facial expressions and gestures.

Emotional interactive experience: Identify riders' instructions and automatically adjust driving performance based on their movements and emotions. For example, riders' facial expressions are captured by smart cameras to determine their emotional state, and then adjust parameters such as vehicle speed and suspension hardness.

Full range of interactive interfaces: Most of vehicle exterior components can be used as interactive interfaces to interact with the rider. The "leaf" structure can communicate with the rider through tactile feedback, allowing the rider to feel vehicle's status and intent.

In terms of driving assistance, in September 2024, Bosch launched a new generation of radar-based rider assistance system, which includes six major functions: Adaptive Cruise Control Stop & Go (ACC S&G), Group Ride Assist (GRA), Rider Distance Assist (RDA), Emergency Brake Assist (EBA), Rear Distance Warning (RDW), Rear Collision Warning (RCW).

3. OEMs cross over into the high-end two-wheelers market

In recent years, a number of OEMs have entered the motorcycle industry. Among them, Wuling and Great Wall Motors have officially launched new motorcycle brands and entered the market with a high starting point.

In terms of intelligent driving, GWM SOUO S2000 introduces a large number of automotive-grade electronic safety measures, such as fatigue driving reminder, tire pressure monitoring, hill assist, electronic handbrake, etc. as standard. In addition to the hatchback version, the other two versions even add a series of electronic auxiliary safety measures to ensure driving safety, such as lane change assistance, blind spot monitoring (equipped with radar), rear collision warning, rear crossing warning, SOS rescue, etc.

As for intelligent cockpit, based on the software and hardware architecture of Great Wall Motors' automotive-grade intelligent cockpit, GWM SOUO has made exclusive adaptation and optimization for motorcycle products to create GWM SOUO motorcycle intelligent cockpit architecture. The vehicle is equipped with Qualcomm Snapdragon 8155 chip, with a 12.3-inch LCD touch instrument and intelligent voice control function, realizing an interactive experience of "touchable when still, talkable when moving, smarter and more comprehensive" in riding scenarios.

In addition to GWM, Wuling, Chery, Changan, BYD and Geely also have corresponding layouts in the motorcycle field.

In September 2024, China South Industries Group Corporation held a special meeting on professional management of motorcycle industry at the China Changan headquarters, announcing that the management of motorcycle industry would be formally transferred to China Changan. Chen Wei, President and Deputy Secretary of the Party Committee of China Changan, said that China Changan will make every effort to enable the coordinated integrated development of automotive industry and motorcycle industry.

In August 2024, Chery Group recruited various motorcycle-related positions, including but not limited to production and marketing, and the job requirements cover management, technology, laws and regulations, etc. At present, in terms of fuel vehicle technology, Chery has been able to develop its own 2.0T engine.

In early January 2024, Singapore electric motorcycle startup Scorpio Electric partnered with BYD to launch electric motorcycles in Southeast Asia. In addition , FinDreams Battery is also one of major drafting units of electric bicycle national standards, and participated in the compilation of mandatory national standard "Safety Technical Specification of Lithium-ion Battery for Electric Bicycle" approved and issued by the State Administration for Market Regulation (Standardization Administration of China), and also became one of the first companies to pass the "Mandatory National Standard Evaluation of Lithium-ion Battery for Electric Bicycle".

Table of Contents

1 Market Overview of Two-wheeler Industry

2 Development Direction and Trend of Two-wheeler Intelligence

3 Trends of Overseas Two-wheeler Intelligence

4 Intelligence of Electric Two-wheeler Companies

5 Intelligence of Motorcycle Companies

6 Two-wheeler Intelligent Industry Chain Companies

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