Under the trend of intelligence and other trends, my country\’s automobile electric door market demand continues to be released, and the penetration rate continues to increase.

1. Industry-related definitions

According to the \”China‌‌‌‌‌‌‌‌‌‌‌Automotive Electric Door Industry Development Trend Analysis and Investment Prospects Research Report (2024-2031)\” released by Guanyan Report Network, The electric car door uses a combination of door-opening actuators, electric door locks, radars, ECUs and other parts installed on the car door to electrically open the door. It does not require manual push and pull to complete the door opening and closing operation, which is very labor-saving. Vehicle electric doors can be divided into electric tailgates, electric side door openings, electric scissor doors, gull-wing doors, automobile electric sliding doors, etc. according to the opening method.

Car side door electric opening system, generally referred to as Smart doors use a combination of door-opening actuators, electric door locks, radars, ECUs and other parts installed on the car door to open and close the car door electrically or remotely without manual push and pull. One of the car configuration functions.

Data source: Compiled by Guanyan Tianxia Data Center

Car electric tailgate drive system consists of struts, ECU, self-priming locks, kicks, brackets, pneumatic springs and other components. It is divided into single drive, dual drive, electric suction and kick. Among them, single drive The drive system refers to a single electric strut that drives the tailgate to open or close, and the other one is driven by a gas spring or mechanical spring. The balance bar is composed of the core; the dual-drive system consists of two electric struts with motors and screw rods and a pneumatic spring; the electric suction system relies on the electric suction lock to automatically close the door; the kick system only needs to kick through the leg The rear trunk can be opened or closed. The main principle is that the kick sensor senses the kicking action and uses the ECU to Send instructions to the tailgate electric stay and tailgate self-priming lock to execute the automatic opening and closing of the tailgate.

Data source: Compilation of public information

Most of the models currently on the market equipped with electric tailgates adopt single drive or dual drive configurations. Single drive has more advantages in optimizing and controlling costs; while dual drive has more advantages in performance reliability. This This is because the unbalanced force of the single-drive system can easily lead to uneven gaps on the left and right sides of the tailgate, and even the failure of the electric tailgate system; while the coordinated force of the left and right side braces of the dual-drive system is more balanced than that of a single lever.

2. Current Development Status of the Industry

1. Market size

The electric door system is simple to operate and highly intelligent. It can not only realize automatic closing, but also can achieve \”anti-pinch\”, \”anti-collision\”, \”kick control\” and other functions with sensors. It is increasingly popular among the following. Approval from game users. Under the general trend of the development of intelligence and automation in the automotive industry and the acceleration of the localization of automotive supporting facilities, domestic companies have strengthened their independent development and production of vehicle electric door products, and more and more companies have entered the industry. As the penetration rate of automobile electric doors in the vehicle field continues to increase, the market size of my country\’s automobile electric door industry continues to grow. The industry market size has reached 43.648 billion yuan in 2023, and has reached 20.203 billion yuan in the first half of 2024.

Data source: Compiled by Guanyan Tianxia Data Center

2. Supply scale

In recent years, the output of my country\’s automobile electric door industry has generally maintained a rapid growth trend. In 2021, due to the sluggish performance of the automobile market, output has decreased. After 2022, it will resume its upward trend. In 2023, my country\’s automobile electric door industry The output of electric tailgates was 10.2406 million units, and the output of electric side doors was 4.8923 million units in the first half of 2024.

Data source: compiled by Guanyan Tianxia Data Center

Automotive electric doors are mainly used in foreign-invested/joint venture mid- to high-end models, so the market space is small. Automobile companies have often formed relatively stable supply relationships with international giants, such as Brose, Stabilus and other major With imported and joint venture brands tied up in the international market, the domestic market space is small and it is in the blue ocean market, with no leading companies emerging with new energy. The production and sales of automobiles continue to expand, and the market demand in the automotive electric door industry continues to be released, which benefits domestic electric door manufacturers. At present, the main listed companies in my country that make electric door assemblies include Dongjian Technology, Bethel, Kaidi Co., Ltd., Zhaowei Electromechanical, and Top Group, etc., among which Bethel received 5 orders for automobile electric doors, mainly for new energy vehicles.

3.Demand scale

my country\’s automotive electric The demand for doors has also maintained a growth trend in recent years. In the first half of 2024, the sales volume of electric tail doors was 10.4496 million units, and the sales volume of electric side doors was 2.6149 million units. The details are as follows:

Data source: Compiled by Guanyan Tianxia Data Center

Consumers\’ requirements for intelligent and convenient cars are constantly increasing, which has promoted the continuous innovation and upgrading of car electric door technology. The emergence of smart electric doors such as automatic side doors, induction opening, remote control and other functions satisfy consumers\’ pursuit of high-quality driving experience.

Currently, my country\’s automobile electric door industry The penetration rate of electric tailgates has maintained a rapid upward trend, among which the penetration rate of electric tailgates is relatively higher, reaching 42% in the first half of 2024, and the penetration rate of electric side doors has also exceeded 20%.

Data source: Compiled by Guanyan Tianxia Data Center

3. Industry segments

1. Electric tailgate

Car electric tailgate drive system consists of struts, ECU, self-priming locks, kicks, brackets, pneumatic springs and other components. It is divided into single drive, dual drive, electric suction and kick. Among them, single drive The drive system refers to a single electric strut that drives the tailgate to open or close, and the other one is driven by a gas spring or mechanical spring. The balance bar is composed of the core; the dual-drive system consists of two electric struts with motors and screw rods and a pneumatic spring; the electric suction system relies on the electric suction lock to automatically close the door; the kick system only needs to kick through the leg The rear trunk can be opened or closed. The main principle is that the kick sensor senses the kicking action and uses the ECU to Send instructions to the tailgate electric stay and tailgate self-priming lock to execute the automatic opening and closing of the tailgate.

The market size of my country\’s electric tailgate industry will be 21.265 billion yuan in 2023, and will reach 9.874 billion yuan in the first half of 2024.

Data source: Compiled by Guanyan Tianxia Data Center

2. Electric side door

With the continuous advancement of automobile intelligence, automobiles are showing a significant trend of functional integration. The same is true for the design of car doors, with more and more functions being integrated into the door system. At the same time, with the evolution of automotive electronic and electrical architecture, OEMs can use pre-control architecture to intelligently link car doors with sensors, ambient lights, etc. to redefine the user\’s entry and exit experience.

The traditional door structure includes three parts: door body, door accessories and interior cover. Nowadays, smart doors are equipped with more sensors, control units, drive motors, etc. on this basis to achieve With functions such as APP control, obstacle sensing, automatic opening and closing, smart locks, and biometric identification, the installation rate of new cars with these functions has experienced rapid growth in the past few years.

In addition to hardware, based on domain controllers, software and related control algorithms also need to match the growing needs of users to achieve more user-friendly functions.

Electric side doors have grown rapidly in recent years. The market size of my country\’s electric side door industry will be 22.383 billion yuan in 2023 and 10.329 billion yuan in the first half of 2024.

Data source: Compiled by Guanyan Tianxia Data Center

4. Industry competition pattern

Automotive electric doors are mainly used in foreign-invested/joint venture mid- to high-end models, so the market space is small. Automobile companies have often formed relatively stable supply relationships with international giants, such as Brose, Stabilus, etc., mainly through The international market is bound to imported and joint venture brands

As the production and sales of new energy vehicles continue to expand, market demand in the automobile electric door industry continues to be released, which is good for domestic electric door manufacturers. At present, the main listed companies in my country that produce electric door assemblies include Dongjian Technology, Bethel, Kaidi Co., Ltd., Zhaowei Electromechanical, Top Group, etc.

At present, domestic automotive electric door companies are divided into three echelons: Brose, Stabilus and Edsha are in the first echelon, Magna, Heidesch and Kaicheng (a subsidiary of Kaidi Co., Ltd.) are In the second echelon, companies in the first and second echelons are mainly in the pre-installation market, while in the third echelon are localized small businesses, mainly in the post-installation market.

Data source: Compiled by Guanyan Tianxia Data Center (WWTQ)