Tesla China's online store shows that the Model S Plaid carbon ceramic brake kit is available for sale at a price of 109494 yuan. According to Tesla, this kit is only applicable to Model S Plaid vehicles produced in 2022 and onwards, and only applies to 21 inch spider web wheels. This kit can be used in conjunction with wheels and tires suitable for the corresponding speed, achieving a maximum speed of 322 kilometers per hour.
The Tesla Model S Plaid carbon ceramic brake kit starts at a selling price of 109494 yuan
The product description shows that by purchasing a carbon ceramic brake kit exclusive to Model S Plaid, the Model S Plaid model can achieve better performance. During the driving process on the track, it provides stronger braking force and heat resistance, enhances the stability of the vehicle on the track, and improves the lap speed on the track. With the optional carbon ceramic brake kit, the vehicle will also be able to unlock its maximum speed of 322 km/h. This kit includes a brand new integrated forged caliper, carbon ceramic brake discs, high-performance brake pads, and track specific brake fluid. The brake disc adopts a 3D matrix design and continuous carbon fiber material to increase strength and improve thermal management efficiency.
In order to improve durability, the entire surface of the brake disc is covered with a ceramic friction coating, which can reduce particulate matter, corrosion, and wear generated during braking, while improving the pedal feel of daily driving.
This kit includes:
Two 410 x 40mm carbon ceramic front brake discs
Two 410 x 32mm carbon ceramic rear brake discs
6-piston integrated forged front brake caliper, paired with 2 high-performance brake pads
4-piston integrated forged rear brake caliper, paired with 2 high-performance brake pads
2 parking brake systems integrated with rear brake calipers
Track specific brake fluid
Updating firmware for optimal performance tuning
In addition, the purchase price of 109494 yuan includes modification costs, and installation services are provided by Tesla Service Center. The kit is only applicable to Model S Plaid vehicles produced in 2022 and onwards, and only applies to 21 inch spider web wheels.
An important part of car braking! Institution: The carbon ceramic brake market can reach a scale of tens of billions of yuan
Brake materials are an important component of automotive brake execution systems, which are crucial for driving safety and handling experience. Carbon ceramic brake discs are a type of brake disc made of carbon fiber reinforced silicon carbide matrix composite material. The discs are divided into long fiber discs and short fiber discs, which can match the needs of different grades of customers.
The main components of the carbon ceramic brake disc matrix are silicon carbide (SiC), silicon (Si), and graphite. The function of carbon fiber is to provide the required mechanical strength and fracture toughness of the material, while the hardness of the composite material is determined by the silicon carbide in the matrix, and silicon and graphite are used to improve the friction coefficient of the brake disc.
According to calculations by Zhongtai Securities, the total market size of carbon ceramic brake materials in 2025 can reach tens of billions. It is estimated that the C-class new car, new energy commercial vehicle, and automotive modification markets will respectively contribute 3.704 billion, 2.161 billion, and 5.72 billion market sizes to the carbon ceramic brake material market in 2025. Domestic enterprises such as Jinbo Co., Ltd. and Tianyi Shangjia already have low-cost preparation technology reserves, which can significantly reduce costs compared to overseas enterprises. They have also started to establish targeted cooperative relationships with downstream car manufacturers and have the ability to produce carbon ceramic brake discs in large quantities. Zhongtai Securities stated that it is optimistic that the automotive carbon ceramic brake disc market will usher in a turning point in the industry from 0 to 1 driven by the joint efforts of intelligent, lightweight, high-end, and cost reduction in electric vehicles. It is optimistic that domestic enterprises will take the lead in the billion dollar blue ocean market.
China Merchants Securities believes that the blue ocean market space for carbon ceramic brakes is large, and the domestic competition pattern is good. 2023 is expected to become the first year of volume expansion, with an expected domestic market space of 7.8 billion yuan in 2025 and 20.3 billion yuan in 2030. China Merchants Securities believes that in the current context of electrification, intelligence, and upgrading of automotive products in the automotive industry, the performance requirements for brake systems are gradually increasing. Carbon ceramic brake discs have obvious advantages and are expected to benefit.
A-share related listed companies are already in the layout
At present, with the rapid development of the domestic electric vehicle industry in recent years, more and more listed companies have also turned their attention to the blue ocean of carbon ceramic brakes for automobiles. According to incomplete statistics, companies such as Jinbo Co., Ltd., Tianyi Shangjia, and Sotong Development have made forward-looking layouts in patents, car enterprise cooperation, and production capacity in the A-share market.
Jinbo Co., Ltd. recently stated on the interactive platform that its carbon/ceramic brake discs have excellent performance such as short braking distance, high temperature resistance, wear resistance, stable friction coefficient, and heat aging resistance, and have a significant cost-effectiveness advantage compared to competitors. The company has recently released a series of short fiber carbon/ceramic friction discs and provided customers with high-performance carbon/ceramic friction pair solutions, marking a significant breakthrough in low-cost, diversified product categories, and differentiation of the company's carbon/ceramic friction discs.
In July of this year, Tianyi Shangjia stated on the interactive platform that based on its years of accumulation in the field of brake materials, the company has forward-looking layout for the research and development of new generation brake materials. In 2016, the Carbon Ceramic Business Unit was established, and currently has technical capabilities such as carbon ceramic brake disc preform weaving, vapor deposition, and ceramic infiltration. It can achieve positive design and development of carbon ceramic brake disc performance, and has developed into a high-performance carbon ceramic brake disc automotive business sector. As of now, the company has established cooperation relationships with 19 automobile host manufacturers and supply chain customers for carbon ceramic brake disc projects, and has been designated as a key model carbon ceramic disc mass production project for a leading new energy vehicle enterprise. It has started supplying small and multiple batches of samples, and has obtained qualifications as a qualified supplier for two automobile enterprises and a trial production supplier for one automobile enterprise; The company has signed strategic cooperation agreements with two automobile OEMs, relying on their brands and platforms to carry out the research and development of high-performance carbon ceramic brake material core components for commercial and special vehicles, and jointly promote the application of carbon ceramic brake discs in the field of commercial vehicles.
At the beginning of this year, Sotong Development stated that the company participated as an LP in the establishment of Jinan Industrial Development Yuanchuang Semiconductor Equity Investment Fund Partnership Enterprise (Limited Partnership) in December 2020. The fund subsequently invested in Shandong Tianyue Advanced Technology Co., Ltd. (securities code: 688234), which is a technology-based enterprise specializing in the research and development, production, and sales of semiconductor silicon carbide substrate materials. According to the company's development strategy of "dual drive two wings, low-carbon intelligent manufacturing", the right wing in the "future two wings" refers to the development direction of "green electricity+new carbon materials" based on the advantages of the company's petroleum coke raw materials. The company uses green new energy such as photovoltaic, wind energy, hydrogen energy as the foundation stone to create a new carbon material production platform represented by lithium battery negative electrode, special carbon, carbon ceramic, silicon carbide, etc.