As the high-end competition in the New Energy Vehicle (NEV) sector continues to escalate, chassis intelligence has become a key battleground for differentiated competition. As the core carrier for realizing the transition of the chassis from passive response to active control, the air suspension is experiencing a dual turning point of technology iteration and market volume surge. On the one hand, multi-chamber air springs and closed air supply architectures are accelerating their adoption, driving the suspension from "adjustable" to "intelligently controlled". On the other hand, domestic suppliers have achieved breakthroughs in scale in air springs, air supply units, and other links. The system cost has dropped to under 10,000 RMB, resonating with the increase in terminal penetration rate and driving the industry into a cycle of high-quality growth.
Against this backdrop, Gasgoo Research Institute conducts research and analysis on the air suspension supply chain from dimensions including overview of air suspension, corporate competitive landscape and typical enterprises, and representative suppliers of major components.
Partial contents of the report are as follows:
Air suspension achieves dynamic control of vehicle height, stiffness, and posture by adjusting the air pressure of air springs, balancing handling stability and ride comfort, and serving as the core carrier for realizing active suspension control. Compared with traditional coil spring suspensions, air suspension has significant advantages such as load self-adaptation, free adjustment of vehicle height, and reduction of high-frequency vibration transmission, and is becoming a standard option for mid-to-high-end intelligent NEV models.
Core viewpoints of this report:
▶ Air suspension is iterating towards two major directions: multi-chamber and closed systems. Multi-chamber springs broaden the stiffness adjustment range, and closed air supply reduces energy consumption through gas recovery, which has become an important upgrade direction for a new generation of high-end models.
▶ The three core components of air springs, variable damping shock absorbers, and air supply units account for more than three-quarters of the system value; the per-vehicle value of domestic solutions has dropped to under 10,000 RMB, and electronically controlled shock absorbers remain a key breakthrough point for domestic substitution.
▶ The market penetration rate has jumped from 2.7% in 2023 to 11.6% in April 2026, with monthly installation volume breaking through 150,000 sets, accelerating penetration into models priced between 200,000 and 300,000 RMB.
▶ Technical barriers are concentrated in three major links: air bladder materials, electronically controlled shock absorbers, and intelligent control algorithms, which respectively determine the durability boundary, damping response, and the upper limit of system collaborative efficiency.
According to the Gasgoo configuration database, the domestic air suspension installation volume continues to rise, reaching 1.306 million sets for the whole year of 2025. The overall penetration rate has increased from 2.7% in 2023 to 5.7% in 2025, indicating rapid market growth.
The upstream of the air suspension industry chain consists of core components such as air springs, variable damping shock absorbers, air supply units, sensors, and ECUs. Among them, the localization of air springs and air supply units is progressing rapidly, while electronically controlled shock absorbers are still accelerating their breakthroughs. The midstream of the industry chain comprises system integration manufacturers. Local enterprises such as Konghui Technology, Baolong Technology, and Tuopu Group have the capability of system-level supply. As localization deepens and system costs continue to drop, air suspension is expected to transition from a high-end standard to mainstream popularization, and the market will achieve significant growth in the coming years.