The Brake Revolution: Who Controls the Wire-Controlled Braking Market?

🚗 Size & Growth: The global wire-controlled brake market hit ¥170B (≈$23.4B) in 2024, surging toward ¥180B (≈$24.8B) by 2026.EMB systems (pure electric braking) will grow at 5.7% CAGR (2024–2031), driven by EV demand and autonomy.

📈 Market Share Shifts:Foreign giants Bosch (53.7%), Continental, and ZF dominate 96% of the global market but are losing ground in China.Chinese suppliers like Bethel (12%), BYD's Fudi Power (8%), and LiKe Tech (5%) now hold 32.6% of China's market-up from near-zero five years ago.

⚙️ EHB (Electro-Hydraulic Brake): Current leader: Combines motors with hydraulic backups for safety.

   Integration wars:

• Two-Box (e.g., Bosch iBooster): Dominates 63% of 2024 sales due to redundancy and compatibility.
• One-Box (e.g., Bethel WCBS): Rising fast (63.4% share in 2024) for 20% lower cost and lighter weight.

⚡ EMB (Electro-Mechanical Brake):

• The future: Replaces hydraulics with direct motor-to-caliper control.
• Advantages: 30% faster response, 8–12 kg weight savings, and precision for autonomy.
• Race to market:

1. Global: Brembo (Porsche 2025), Bosch (2025), Continental (2026).
2. China: Bethel and LiKe Tech targeting 2026 launches but lag in safety certification57.

 

🏭 Global Leaders:

• Bosch: Leads with Two-Box (iBooster) and One-Box (IPB) systems. Controls 53.7% of China's market.
• Brembo/Continental: Focused on high-performance EMB for luxury EVs.

 

🇨🇳 Chinese Challengers:

• Bethel: China's top EMB innovator; One-Box system used in Geely/Chery EVs.
• Fudi Power (BYD): Mass-producing One-Box for BYD's EVs; cost 15–20% below Bosch.
• LiKe Tech: Hybrid "Front EMB + Rear EHB" system for 2025 trials.

🔮 Short-Term (2025–2027):

• One-Box EHB dominates, especially in mid-range EVs. Cost will drop to ¥1,200 ($165) perunit.
• EMB enters luxury cars (e.g., Porsche Taycan) at ¥8,000 ($1,100)/unit.

🔮 Long-Term (2028–2033):

• EMB grabs 46.5% market share by 2030 as autonomy demands millisecond braking.
• Synergy with autonomy: EMB enables "crab walking" and predictive energy recovery.

💡 Biggest Opportunity: China's EMB push could erase the West's hydraulic legacy advantage-Bethel already co-drafts global safety standards.