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Microcap & Penny Stocks : REFR Since Gauzy
REFR 1.560-2.5%Nov 7 9:30 AM EST

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From: N. Dixon7/1/2025 11:31:48 AM
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I think Gauzy news today is pretty positive as it accelerates adoption of smart glass in automotive.

The ready-to-laminate smart glass stack combines dimmable smart glass films, conductive elements, and adhesive interlayers into a single, fully industrialized unit, engineered specifically for Tier-1 suppliers and OEM glass fabricators. By eliminating costly and time-consuming post-processing steps, the technology simplifies manufacturing, reduces space needs, and lowers financial barriers, enabling new players to enter the smart glass market with faster production timelines.

“This is a pivotal moment in the industrialization of smart glass,” said Eyal Peso, CEO of Gauzy. “By streamlining the production process and delivering a consistent, high-performance product, we’re empowering Tier-1s and OEMs to adopt smart glass at scale and speed, especially in key global markets.”

Unlocking New Opportunities in a Rapidly Growing Market

Smart glass is establishing itself as a critical technology for passenger vehicles and the evolving landscape of electric, autonomous, and connected mobility. The global automotive smart glass market is projected to reach $25 billion by 2028, growing at a CAGR of over 11%. More broadly, the global smart glass market is expected to exceed $20 billion by the end of the decade, driven by rising demand for dynamic glazing solutions that enhance user experience, reduce energy consumption, and increase design flexibility.

With annual production capabilities exceeding 180,000 square meters (more than 1.9 million square feet) of smart glass film, Gauzy’s prefabricated stacks are ideally positioned to support a broad spectrum of vehicle programs from niche models to large-scale OEM platforms. This scalable model improves operating leverage and unlocks predictable, high-margin revenue opportunities through Tier-1 and OEM B2B channels.

Strategic Foothold in the U.S. Market & OEM Adoption Momentum

Gauzy’s North American expansion is bolstered by a strategic collaboration with Hotlineglass-USA, a certified Tier-2 automotive supplier. The partnership supports localized manufacturing and aligns with domestic OEMs' push for innovation and supply chain resiliency. Multiple Tier-1 suppliers and vehicle programs are currently evaluating Gauzy’s prefabricated stacks for integration into late 2025 through 2027 production platforms, including electric and premium vehicle segments.
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