<<<What is the obvious advantage SPD has over PDLC in exterior glass applications and how did SPD lose-out on this project?>>>
Sad reality is this the default. High temp PLDC supplied the demand thus far..
!IF! IRC, architects have been "spec'ing" in SPD for 20 years.
Value prop issues: Cost, performance, size, color.
I wonder if this cruise terminal is the cruise ship stuff JH was talking about just after BS died.
Gauzy has to crack the value proposition issues within their upsell/downsell PDLC-SPD model if REFR owners are ever to make money. Black SPD(whenever that is), wider films, lower prices, more demand, the obvious issues with high Temp PDLC scattering etc.
A decent story, but still only a story. IF we get 2 oems this year, if caddy puts it in more, ditto ferrari, it builds, maybe hits de minimis proifts, but in the right direction.
very glad to see Gauzy PR about the Tarrifs this am |
