1.Interaction between Internet of ebike and AI
High-end models are equipped with intelligent bike systems as standard, supporting OTA upgrades (such as Gazelle Eclipse using Bosch Flow application to achieve firmware updates and dynamic adjustment of riding modes).
AI technology is integrated into riding scenarios, such as Urtopia's localized GPTs model to provide personalized riding suggestions, and optimize power feedback through dynamic response encoders.
Enhanced safety functions: millimeter-wave radar active warning and automatic braking systems are gradually becoming popular, and some models are equipped with ADAS assisted driving technology
Data-driven user experience
Smart displays (such as AMFLOW) automatically switch display data (speed, altitude, remaining battery life, etc.) according to terrain, improving riding decision-making efficiency.
Anti-theft and remote management: GPS tracking, electronic locks and fault self-checking functions (such as COWBOY Cross's "Check My Bike") become standard.
2. Lightweight and energy system innovation
Material and structural innovation
Lightweight materials: bikebon fiber, 3D printed titanium alloy (such as Urtopia Titanium Zero weighs only 10kg) and magnesium alloy are widely used to reduce the weight of the whole vehicle while maintaining strength.
Modular design: removable batteries and folding frames (such as DYU's foldable models) improve portability and adapt to shared battery replacement and home storage needs.
Battery technology breakthrough
Sodium-ion batteries have been commercialized, with costs 30% lower than lithium batteries, and the penetration of the mid- and low-end markets has accelerated; the solid-state battery prototype has a range of more than 150 kilometers and is expected to be mass-produced after 2026.
Battery and motor synergy optimization: The mid-mounted motor (such as Urtopia Quark DM 1.2) achieves a balance between power and energy efficiency through high torque (65Nm) and low weight (1.18kg).
3. Scenario-based design and style differentiation
Market segmentation drives product differentiation
Urban commuting: streamlined body, integrated bikego rack (such as COWBOY Cross) and anti-theft function-dominated design, suitable for short-distance travel.
Outdoor adventure: wide tires (fat tires), high-torque motors (such as RAD POWER BIKE's 750W hub motor) and waterproof design meet the needs of mountain and beach riding.
Leisure and entertainment: Retro style (such as Super73's Café Racer shape) and bionic design (such as DYU's dolphin bionic frame) attract young consumers.
Functional and aesthetic integration
Retro motorcycle elements: Separate handlebars, hump seats, and metal matte paint (such as COWBOY Cross's "mushroom" gradient color) have become trend symbols.
Personalized customization: OEM/ODM services support brand joint painting and accessory combinations (such as Emma and Rizoma's joint model VENICE) to enhance brand recognition.
4. Compliance and sustainability enhancement
Safety and regulatory adaptation
Fire-retardant materials (non-metallic proportion ≤ 5.5%) and tamper-proof circuit design meet EU EN 15194 and other standards to reduce fire risks.
Compatible with regulations in multiple countries: Export models must adapt to differentiated requirements such as the EU CCS charging interface and the US Level 3 speed (45km/h).
Circular economy orientation
The proportion of recyclable materials (bio-based plastics, magnesium alloys) has increased, and companies have built their own battery recycling networks to cope with the needs of retired battery processing.bikebon neutrality policy promotion: E-Bike is included in the bikebon credit system to encourage low-bikebon design (such as Tezeus's AI energy consumption management technology).
5. Market competition and supply chain reconstruction
Technical barriers and differentiated competition
Mid-to-high-end brands (such as Urtopia and Tezeus) have built a technological moat through self-developed motors and electronic control systems to break the monopoly of Bosch and Shimano.
Cost-effective route: Traditional manufacturers (such as Emma) rely on mature supply chains to launch low-priced models (≤ US$2,000), but face the challenge of saturated low-price competition in the North American market.
Global layout and risk response
Regional production avoids tariffs (such as Urtopia building a factory in Jiaxing, Zhejiang), while exploring emerging markets such as Southeast Asia and the Middle East.
Supply chain resilience optimization: localized procurement and diversified suppliers reduce geopolitical risks.
Summary
In 2025, the design of European and American electric bicycles will present a diversified pattern of "intelligent drive, scene segmentation, light weight and high efficiency, compliance and sustainability". Enterprises need to find a balance between technological innovation (such as AI and material science), cultural adaptation (retro and casual style) and supply chain flexibility to cope with the fierce competition and policy uncertainty. In the future, E-Bike will not only be a means of transportation, but also a "mobile ecological entrance" that integrates technology, culture and environmental protection concepts.