The development of disc brakes began in England in the 1890s. The first caliper-type automobile disc brake was patented by Frederick William Lanchester in his Birmingham factory in 1902 and used successfully on Lanchester cars. However, the limited choice of metals in this period meant he used copper as the braking medium acting on the disc. The poor state of the roads at this time, no more than dusty, rough tracks, meant that the copper wore quickly, making the system impractical.[4][9]
In 1921, the Douglas motorcycle company introduced a form of disc brake on the front wheel of their overhead-valve sports models. Patented by the British Motorcycle & Cycle-Car Research Association, Douglas described the device as a "novel wedge brake" working on a "beveled hub flange". A Bowden cable operated the brake. Front and rear brakes of this type were fitted to the machine on which Tom Sheard rode to victory in the 1923 Senior TT.[10]
Successful application began on railroad streamliner passenger trains, airplanes, and tanks before and during World War II. In the US, the Budd Company introduced disc brakes on the General Pershing Zephyr for the Burlington Railroad in 1938. By the early 1950s, disc brakes were regularly applied to new passenger rolling stock.[11] In Britain, the Daimler Company used disc brakes on its Daimler Armoured Car of 1939. The disc brakes, made by the Girling company, were necessary because in that four-wheel drive (4×4) vehicle the epicyclic final drive was in the wheel hubs and therefore left no room for conventional hub-mounted drum brakes.[12]
At Germany's Argus Motoren, Hermann Klaue (1912-2001) had patented[13] disc brakes in 1940. Argus supplied wheels fitted with disc brakes e.g. for the Arado Ar 96.[14] The German Tiger I heavy tank, was introduced in 1942 with a 55 cm Argus-Werke disc[15] on each drive shaft.
The American Crosley Hot Shot had four-wheel disc brakes in 1949 and 1950. However, these quickly proved troublesome and were removed.[4] Crosley returned to drum brakes, and drum brake conversions for Hot Shots were popular.[16] Lack of sufficient research caused reliability problems, such as sticking and corrosion, especially in regions using salt on winter roads.[16] Crosley four-wheel disc brakes made the cars, and Crosley-based specials, popular in SCCA H-Production and H-modified racing in the 1950s.[citation needed] The Crosley disc was a Goodyear-Hawley design, a modern caliper "spot" type with a modern disc, derived from a design from aircraft applications.[4]
Chrysler developed a unique braking system, offered from 1949 until 1953.[17] Instead of the disc with caliper squeezing on it, this system used twin expanding discs that rubbed against the inner surface of a cast-iron brake drum, which doubled as the brake housing.[16] The discs spread apart to create friction against the inner drum surface through the action of standard wheel cylinders.[16] Because of the expense, the brakes were only standard on the Chrysler Crown and the Town and Country Newport in 1950.[16] They were optional, however, on other Chryslers, priced around $400, at a time when an entire Crosley Hot Shot retailed for $935.[16] This four-wheel disc brake system was built by Auto Specialties Manufacturing Company (Ausco) of St. Joseph, Michigan, under patents of inventor H.L. Lambert, and was first tested on a 1939 Plymouth.[16] Chrysler discs were "self-energizing," in that some of the braking energy itself contributed to the braking effort.[16] This was accomplished by small balls set into oval holes leading to the braking surface.[16] When the disc made initial contact with the friction surface, the balls would be forced up the holes forcing the discs further apart and augmenting the braking energy.[16] This made for lighter braking pressure than with calipers, avoided brake fade, promoted cooler running, and provided one-third more friction surface than standard Chrysler twelve-inch drums.[16] Today's owners consider the Ausco-Lambert very reliable and powerful, but admit its grabbiness and sensitivity.[16]
In 1953, 50 aluminum-bodied Austin-Healey 100S (Sebring) models, built primarily for racing, were the first European cars sold to the public to have disc brakes, fitted to all four wheels.[18]
First impact in racing
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Jaguar C TYPE similar to the 1953 "24 Heures du Mans" winner
The Jaguar C-Type racing car won the 1953 24 Hours of Le Mans, the only vehicle in the race to use disc brakes, developed in the UK by Dunlop, and the first car at Le Mans ever to average over 100 mph.[19] "Rivals' large drum brakes could match discs' ultimate stopping, but not their formidable staying power."[5]
Before this, in 1950, a Crosley HotShot with stock four-wheel disc brakes won the Index of Performance in the first race at Sebring (six hours rather than 12) on New Year's Eve in 1950.[citation needed]
The Citroën DS was the first sustained mass production use of modern automotive disc brakes, in 1955.[4][9][20][21][22] The car featured caliper-type front disc brakes among its many innovations.[4] These discs were mounted inboard near the transmission and were powered by the vehicle's central hydraulic system. This model went on to sell 1.5 million units over 20 years with the same brake setup.[4]
Despite early experiments in 1902, from British Lanchester Motor Company, and in 1949 from Americans Chrysler and Crosley, the costly, trouble-prone technology was not ready for mass production.[4][17] Attempts were soon withdrawn.[4][17][16]
The Jensen 541, with four-wheel disc brakes, followed in 1956.[4][23] Triumph exhibited a 1956 TR3 with disc brakes to the public, but the first production cars with Girling front-disc brakes were made in September 1956.[24] Jaguar began to offer disc brakes in February 1957 on the XK150 model,[25] soon to follow with the Mark 1 sports saloon[26] and in 1959 with the Mark IX large saloon.[27]
Disc brakes were most popular on sports cars when they were first introduced since these vehicles are more demanding about brake performance. Discs have now become the more common form in most passenger vehicles. However, many (lightweight vehicles) use drum brakes on the rear wheels to keep costs and weight down as well as to simplify the provisions for a parking brake. This can be a reasonable compromise because the front brakes perform most of the braking effort.
Many early implementations for automobiles located the brakes on the inboard side of the driveshaft, near the differential, while most brakes today are located inside the wheels. An inboard location reduces the unsprung weight and eliminates a source of heat transfer to the tires.
Historically, brake discs were manufactured worldwide with a concentration in Europe and America. Between 1989 and 2005, the manufacturing of brake discs migrated predominantly to China.
In 1963, the Studebaker Avanti was factory-equipped with front disc brakes as standard equipment.[28] This Bendix system licensed from Dunlop was also optional on some of the other Studebaker models.[29] Front disc brakes became standard equipment on the 1965 Rambler Marlin.[30] The Bendix units were optional on all American Motors' Rambler Classic and Ambassador models as well as on the Ford Thunderbird, and the Lincoln Continental.[7][31][32] A four-wheel disc brake system was also introduced in 1965 on the Chevrolet Corvette Stingray.[33] Most U.S. cars switched from front drum brakes to front disk brakes in the late 1970s and early 1980s.
Motorcycles and scooters
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Lambretta introduced the first high-volume production use of a single, floating, front disc brake, enclosed in a ventilated cast alloy hub and actuated by cable, on the 1962 TV175.[34][35] This was followed by the GT200 in 1964.[36][37][38][39]
MV Agusta was the second manufacturer to offer a front disc brake motorcycle to the public on a small scale in 1965, on their expensive 600 touring motorcycle featuring cable-operated mechanical actuation.[40] In 1969, Honda introduced the more affordable CB750, which had a single hydraulically actuated front disc brake (and a rear drum brake), and which sold in huge numbers.[40][41]
Unlike cars, disc brakes that are located within the wheel, bike disc brakes are in the airstream and have optimum cooling. Although cast iron discs have a porous surface that provides superior braking performance, such discs rust in the rain and become unsightly. Accordingly, motorcycle discs are usually stainless steel, drilled, slotted, or wavy to disperse rainwater. Modern motorcycle discs tend to have a floating design whereby the disc "floats" on bobbins and can move slightly, allowing better disc centering with a fixed caliper. A floating disc also avoids disc warping and reduces heat transfer to the wheel hub.
Calipers have evolved from simple single-piston units to two-, four- and even six-piston items.[42] Compared to cars, motorcycles have a higher center of mass:wheelbase ratio, so they experience more weight transfer when braking. Front brakes absorb most of the braking forces, while the rear brake serves mainly to balance the motorcycle during braking. Modern sport bikes typically have twin large front discs, with a much smaller single rear disc. Bikes that are particularly fast or heavy may have vented discs.
Early disc brakes (such as on the early Honda Fours and the Norton Commando) sited the calipers on top of the disc, ahead of the fork slider. Although this gave the brake pads better cooling, it is now almost universal practice to site the caliper behind the slider (to reduce the angular momentum of the fork assembly). Rear disc calipers may be mounted above (e.g. BMW R1100S) or below (e.g. Yamaha TRX850) the swinging arm: a low mount provides for a marginally lower center of gravity, while an upper siting keeps the caliper cleaner and better-protected from road obstacles.
One problem with motorcycle disc brakes is that when a bike gets into a violent tank-slapper (high-speed oscillation of the front wheel) the brake pads in the calipers are forced away from the discs, so when the rider applies the brake lever, the caliper pistons push the pads towards the discs without actually making contact. The rider then brakes harder, forcing the pads onto the disc much more aggressively than standard braking. An example of this was the Michele Pirro incident at Mugello, Italy 1 June 2018.[43] At least one manufacturer has developed a system to counter the pads being forced away.
A modern development, particularly on inverted ("upside down", or "USD") forks is the radially mounted caliper. Although these are fashionable, there is no evidence that they improve braking performance or add to the fork's stiffness. (Lacking the option of a fork brace, USD forks may be best stiffened by an oversized front axle).[citation needed]
Bike disc brakes may range from simple, mechanical (cable) systems, to expensive and powerful, multi-piston hydraulic disc systems, commonly used on downhill racing bikes. Improved technology has seen the creation of vented discs for use on mountain bikes, similar to those on cars, introduced to help avoid heat fade on fast alpine descents. Discs are also used on road bicycles for all-weather cycling with predictable braking. By 2024, almost all road bikes are equipped with disc brakes, just like Mountain bikes. Drums are sometimes preferred as harder to damage in crowded parking, where discs are sometimes bent. Most bicycle brake discs are made of steel. Stainless steel is preferred due to its anti-rust properties.[44] Discs are thin, often about 2 mm. Some use a two-piece floating disc style, others use a one-piece solid metal disc. Bicycle disc brakes use either a two-piston caliper that clamps the disc from both sides or a single-piston caliper with one moving pad that contacts the disc first, and then pushes the disc against the non-moving pad.[45] Because energy efficiency is so important in bicycles, an uncommon feature of bicycle brakes is that the pads retract to eliminate residual drag when the brake is released.[clarification needed] In contrast, most other brakes drag the pads lightly when released to minimize initial operational travel.[clarification needed]
Disc brakes are increasingly used on very large and heavy road vehicles, where previously large drum brakes were nearly universal. One reason is that the disc's lack of self-assist makes brake force much more predictable, so peak brake force can be raised without more risk of braking-induced steering or jackknifing on articulated vehicles. Another is disc brakes fade less when hot, and in a heavy vehicle air and rolling drag and engine braking are small parts of total braking force, so brakes are used harder than on lighter vehicles, and drum brake fade can occur in a single stop. For these reasons, a heavy truck with disc brakes can stop in about 120% of the distance of a passenger car, but with drums, stopping takes about 150% of the distance.[46] In Europe, stopping distance regulations essentially require disc brakes for heavy vehicles. In the U.S., drums are allowed and are typically preferred for their lower purchase price, despite higher total lifetime cost and more frequent service intervals.[citation needed]
Still-larger discs are used for railroad cars, trams, and some airplanes. Passenger rail cars and light rail vehicles often use disc brakes outboard of the wheels, which helps ensure a free flow of cooling air. Some modern passenger rail cars, such as the Amfleet II cars, use inboard disc brakes. This reduces wear from debris and provides protection from rain and snow, which would make the discs slippery and unreliable. However, there is still plenty of cooling for reliable operation. Some airplanes have the brake mounted with very little cooling, and the brake gets hot when stopping. This is acceptable as there is sufficient time for cooling, where the maximum braking energy is very predictable. Should the braking energy exceed the maximum, for example during an emergency occurring during take-off, aircraft wheels can be fitted with a fusible plug[47] to prevent the tire bursting. This is a milestone test in aircraft development.[48]
For automotive use, disc brake discs are commonly made of grey iron.[6] The SAE maintains a specification for the manufacture of grey iron for various applications. For normal car and light-truck applications, SAE specification J431 G3000 (superseded to G10) dictates the correct range of hardness, chemical composition, tensile strength, and other properties necessary for the intended use. Some racing cars and airplanes use brakes with carbon fiber discs and carbon fiber pads to reduce weight. Wear rates tend to be high, and braking may be poor or grabby until the brake is hot.
In racing and high-performance road cars, other disc materials have been employed. Reinforced carbon discs and pads inspired by aircraft braking systems such as those used on Concorde were introduced in Formula One by Brabham in conjunction with Dunlop in 1976.[49] Carbon–carbon braking is now used in most top-level motorsport worldwide, reducing unsprung weight, giving better frictional performance and improved structural properties at high temperatures, compared to cast iron. Carbon brakes have occasionally been applied to road cars, by the French Venturi sports car manufacturer in the mid-1990s for example, but need to reach a very high operating temperature before becoming truly effective and so are not well suited to road use. The extreme heat generated in these systems is visible during night racing, especially on shorter tracks. It is not uncommon to see the brake discs glowing red during use.
Ceramic discs are used in some high-performance cars and heavy vehicles.
The first development of the modern ceramic brake was made by British engineers for TGV applications in 1988. The objective was to reduce weight, and the number of brakes per axle, as well as provide stable friction from high speeds and all temperatures. The result was a carbon-fiber-reinforced ceramic process which is now used in various forms for automotive, railway, and aircraft brake applications.
Due to the high heat tolerance and mechanical strength of ceramic composite discs, they are often used on exotic vehicles where the cost is not prohibitive.[50] They are also found in industrial applications where the ceramic disc's lightweight and low-maintenance properties justify the cost. Composite brakes can withstand temperatures that would damage steel discs.
Porsche's Composite Ceramic Brakes (PCCB) are siliconized carbon fiber, with high-temperature capability, a 50% weight reduction over iron discs (hence reducing the vehicle's unsprung weight), a significant reduction in dust generation, substantially extended maintenance intervals, and enhanced durability in corrosive environments. Found on some of their more expensive models, it is also an optional brake for all street Porsches at added expense. They can be recognized by the bright yellow paintwork on the aluminum six-piston calipers. The discs are internally vented much like cast-iron ones, and cross-drilled.[citation needed]
Adjustment mechanism
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In automotive applications, the piston seal has a square cross-section, also known as a square-cut seal.
As the piston moves in and out, the seal drags and stretches on the piston, causing the seal to twist. The seal distorts approximately 1/10 of a millimeter. The piston is allowed to move out freely, but the slight amount of drag caused by the seal stops the piston from fully retracting to its previous position when the brakes are released, and so takes up the slack caused by the wear of the brake pads, eliminating the need for return springs.[51][52]
In some rear disc calipers, the parking brake activates a mechanism inside the caliper that performs some of the same functions.
Discs are usually damaged in one of four ways: scarring, cracking, warping, or excessive rusting. Service shops will sometimes respond to any disc problem by changing out the discs entirely, This is done mainly where the cost of a new disc may be lower than the cost of labor to resurface the old disc. Mechanically this is unnecessary unless the discs have reached the manufacturer's minimum recommended thickness, which would make it unsafe to use them, or vane rusting is severe (ventilated discs only). Most leading vehicle manufacturers recommend brake disc skimming (US: turning) as a solution for lateral run-out, vibration issues, and brake noises. The machining process is performed in a brake lathe, which removes a very thin layer off the disc surface to clean off minor damage and restore uniform thickness. Machining the disc as necessary will maximize the mileage out of the current discs on the vehicle.
Run-out is measured using a dial indicator on a fixed rigid base, with the tip perpendicular to the brake disc's face. It is typically measured about 1⁄2 in (12.7 mm) from the outside diameter of the disc. The disc is spun. The difference between the minimum and maximum value on the dial is called lateral run-out. Typical hub/disc assembly run-out specifications for passenger vehicles are around 0.002 in (0.0508 mm). Runout can be caused either by deformation of the disc itself or by runout in the underlying wheel hub face or by contamination between the disc surface and the underlying hub mounting surface. Determining the root cause of the indicator displacement (lateral runout) requires the disassembly of the disc from the hub. Disc face runout due to hub face runout or contamination will typically have a period of 1 minimum and 1 maximum per revolution of the brake disc.
Discs can be machined to eliminate thickness variation and lateral run-out. Machining can be done in situ (on-car) or off-car (bench lathe). Both methods will eliminate the thickness variation. Machining on-car with the proper equipment can also eliminate lateral run-out due to hub-face non-perpendicularity.
Incorrect fitting can distort (warp) discs. The disc's retaining bolts (or the wheel/lug nuts, if the disc is sandwiched in place by the wheel) must be tightened progressively and evenly. The use of air tools to fasten lug nuts can be bad practice unless a torque wrench is used for final tightening. The vehicle manual will indicate the proper pattern for tightening as well as a torque rating for the bolts. Lug nuts should never be tightened in a circle. Some vehicles are sensitive to the force the bolts apply and tightening should be done with a torque wrench.
Often uneven pad transfer is confused for disc warping.[53] The majority of brake discs diagnosed as "warped" are the result of uneven transfer of pad material. Uneven pad transfer can lead to thickness variation of the disc. When the thicker section of the disc passes between the pads, the pads will move apart and the brake pedal will raise slightly; this is pedal pulsation. The thickness variation can be felt by the driver when it is approximately 0.17 mm (0.0067 in) or greater (on automobile discs).
Thickness variation has many causes, but three primary mechanisms contribute to the propagation of disc thickness variations. The first is the improper selection of brake pads. Pads that are effective at low temperatures, such as when braking for the first time in cold weather, often are made of materials that decompose unevenly at higher temperatures. This uneven decomposition results in the uneven deposition of material onto the brake disc. Another cause of uneven material transfer is the improper break-in of a pad/disc combination. For proper break-in, the disc surface should be refreshed (either by machining the contact surface or by replacing the disc) every time the pads are changed. Once this is done, the brakes are heavily applied multiple times in succession. This creates a smooth, even interface between the pad and the disc. When this is not done properly the brake pads will see an uneven distribution of stress and heat, resulting in an uneven, seemingly random, deposition of pad material. The third primary mechanism of uneven pad material transfer is "pad imprinting." This occurs when the brake pads are heated to the point that the material begins to break down and transfer to the disc. In a properly broken-in brake system (with properly selected pads), this transfer is natural and is a major contributor to the braking force generated by the brake pads. However, if the vehicle comes to a stop and the driver continues to apply the brakes, as is customary in cars with an automatic transmission, the pads will deposit a layer of material in the shape of the brake pad. This small thickness variation can begin the cycle of uneven pad transfer.
Once the disc has some level of variation in thickness, uneven pad deposition can accelerate, sometimes resulting in changes to the crystal structure of the metal that composes the disc. As the brakes are applied, the pads slide over the varying disc surface. As the pads pass by the thicker section of the disc, they are forced outwards. The foot of the driver applied to the brake pedal naturally resists this change, and thus more force is applied to the pads. The result is that the thicker sections see higher levels of stress. This causes uneven heating of the surface of the disc, which causes two major issues. As the brake disc heats unevenly it also expands unevenly. The thicker sections of the disc expand more than the thinner sections due to seeing more heat, and thus the difference in thickness is magnified. Also, the uneven distribution of heat results in the further uneven transfer of pad material. The result is that the thicker-hotter sections receive even more pad material than the thinner-cooler sections, contributing to a further increase in the variation in the disc's thickness. In extreme situations, this uneven heating can cause the crystal structure of the disc material to change. When the hotter sections of the discs reach extremely high temperatures (1,200–1,300 °F or 649–704 °C ), the metal can undergo a phase transformation and the carbon which is dissolved in the steel can precipitate out to form carbon-heavy carbide regions known as cementite. This iron carbide is very different from the cast iron the rest of the disc is composed of. It is extremely hard, brittle, and does not absorb heat well. After cementite is formed, the integrity of the disc is compromised. Even if the disc surface is machined, the cementite within the disc will not wear or absorb heat at the same rate as the cast iron surrounding it, causing the uneven thickness and heating characteristics of the disc to return.
Scarring (US: Scoring) can occur if brake pads are not changed promptly when they reach the end of their service life and are considered worn out. Once enough of the friction material has worn away, the pad's steel backing plate (for glued pads) or the pad retainer rivets (for riveted pads) will bear upon the disc's wear surface, reducing braking power and making scratches on the disc. Generally, a moderately scarred or scored disc, which operated satisfactorily with existing brake pads, will be equally usable with new pads. If the scarring is deeper but not excessive, it can be repaired by machining off a layer of the disc's surface. This can only be done a limited number of times as the disc has a minimum rated safe thickness. The minimum thickness value is typically cast into the disc during manufacturing on the hub or the edge of the disc. In Pennsylvania, which has one of the most rigorous auto safety inspection programs in North America, an automotive disc cannot pass a safety inspection if any scoring is deeper than .015 inches (0.38 mm), and must be replaced if machining will reduce the disc below its minimum safe thickness.
To prevent scarring, it is prudent to periodically inspect the brake pads for wear. A tire rotation is a logical time for inspection, since rotation must be performed regularly based on vehicle operation time and all wheels must be removed, allowing ready visual access to the brake pads. Some types of alloy wheels and brake arrangements will provide enough open space to view the pads without removing the wheel. When practical, pads that are near the wear-out point should be replaced immediately, as complete wear-out leads to scarring damage and unsafe braking. Many disc brake pads will include some sort of soft steel spring or drag tab as part of the pad assembly, which drags on the disc when the pad is nearly worn out. This produces a moderately loud squealing noise, alerting the driver that service is required. This will not normally scar the disc if the brakes are serviced promptly. A set of pads can be considered for replacement if the thickness of the pad material is the same or less than the thickness of the backing steel. In Pennsylvania, the standard is 1/32″.
Cracking is limited mostly to drilled discs, which may develop small cracks around the edges of holes drilled near the edge of the disc due to the disc's uneven rate of expansion in severe-duty environments. Manufacturers that use drilled discs as OEM typically do so for two reasons: appearance, if they determine that the average owner of the vehicle model will prefer the look while not overly stressing the hardware; or as a function of reducing the unsprung weight of the brake assembly, with the engineering assumption that enough brake disc mass remains to absorb racing temperatures and stresses. A brake disc is a heat sink, but the loss of heat sink mass may be balanced by increased surface area to radiate away heat. Small hairline cracks may appear in any cross-drilled metal disc as a normal wear mechanism, but in severe cases, the disc will fail catastrophically. No repair is possible for the cracks, and if the cracking becomes severe, the disc must be replaced. These cracks occur due to the phenomenon of low cycle fatigue as a result of repeated hard braking.[54]
The discs are commonly made from cast iron and a certain amount of surface rust is normal. The disc contact area for the brake pads will be kept clean by regular use, but a vehicle that is stored for an extended period can develop significant rust in the contact area that may reduce braking power for a time until the rusted layer is worn off again. Rusting can also lead to disc warping when brakes are re-activated after storage because of differential heating between unrusted areas left covered by pads and rust around the majority of the disc area surface. Over time, vented brake discs may develop severe rust corrosion inside the ventilation slots, compromising the strength of the structure and needing replacement.[55]