Analysis of the Active Suspension Industry Chain

The upstream of the active suspension industry chain mainly includes suppliers of key components such as air springs, ECUs, and air supply units. At present, the main solution for active suspension is still the air suspension + CDC solution, and the domestic solution is relatively mature. At present, the mainstream air suspension solution includes key components such as air springs, variable damping shock absorbers, and air compressors. The cost of these components accounts for about 78% of the total cost of the entire air suspension system. With the advancement of technology and the intensification of market competition, the cost of air suspension systems is declining year by year, and the overall cost is expected to drop by about 25% in the future. At the same time, domestic suppliers are working hard to break through key technical barriers and promote the implementation of domestic substitution solutions, thereby reducing the cost of the entire industry.