Volume of carbon ceramic brake

At present, the application scope of carbon ceramic brake disc is small. It is estimated that the domestic market is expected to reach 7.81 billion yuan in 2025, and the domestic market scale is expected to exceed 20 billion yuan in 2030. With the acceleration of the electrification process and the consideration of automobile safety, once the breakthrough will become the selling point of automobile safety, the permeability increase speed of carbon ceramic brake disc will likely greatly exceed the expectation.

Market volume of Chinese carbon ceramic brake

Automotive lightweight trend

The lightweight of auto parts has become one of the most direct solutions to energy saving and emission reduction. With the rapid popularity of new energy vehicles, electric vehicles have more urgent requirements for driving range. Under the trend of intelligent networking, electric vehicles have been equipped with a large number of intelligent equipment, such as chips, radar, high-definition cameras and wiring harnesses for data transmission, which have increased a great burden on the "weight" of electric vehicles. The use of lightweight materials can reduce the weight of their own vehicles. While improving the performance of electric vehicles, energy conservation and emission reduction can be achieved.

Automotive lightweight development technology route

According to statistics, the vehicle weight reduced by 10%, fuel efficiency can be improved by 6%-8%; The fuel consumption of 100 km can be reduced by 0.3-0.6 liters per 100 kg reduction in vehicle mass. The mass of pure electric vehicle is reduced by 10kg, and the driving range is increased by 2.5km.

relationship between vehicle quality and range

According to statistics, Toyota's high-end sports car Lexus RCF has been through CFRP materials and carbon ceramic driving disc to reduce the weight of 70kg, 22kg of which is contributed by the carbon ceramic brake disc, so the carbon ceramic brake disc for the key parts of the car weight reduction.

Weight loss ratio of Toyota Lexus RCF sports car in each link (unit: %)

Analysis on the competitive pattern of carbon ceramic brake disc industry

1. Global layout

At present, the global suppliers of carbon ceramic composite brake discs mainly include Brembo in Italy, SurfaceTransformer SPLC in the UK and Fusionbrakes in the US, etc. There are few domestic enterprises that master the preparation technology of high-performance carbon/ceramic composite brake discs, so there is a large space for domestic replacement.

Global main carbon ceramic composite brake disc preparation enterprises and customers

2. Comparison of unit price

The main customers of overseas head carbon ceramic moving disc manufacturers are high-end sports car manufacturers with higher product unit price. Taking overseas head enterprise Brebo as an example, the price of a single carbon ceramic disc is more than 100,000￥. The value of domestic carbon disc bicycle is about 0.8-12,000￥, with a very high cost performance. With the continuous breakthrough of domestic enterprises in this field of technology, as well as the continuous evolution of the trend of "additional allocation, high allocation and intelligent" of new energy vehicles, the penetration rate of domestic new energy vehicle carbon ceramic plate is expected to continue to improve.

Main enterprises carbon pottery brake disc product unit price comparison

3. Domestic layout

Limited by many barriers such as complex technology, difficult production and long production cycle, there are few domestic enterprises capable of mass production of carbon ceramic disc. At present, the main domestic enterprises involved in the research and development of carbon ceramic brake disc are Tianyi Shangjia, Jinbo Shares, Shixin New Materials, Lemai Technology and Dao Pu 'an, etc.

Domestic carbon pottery brake disc is mainly involved in enterprises