| | | Just posting a FWIW. Especially interesting to me is the projected growth in the auto smart glass sector from 2024 to 2028. 2.5 billion a year. Hope SPD has a great percentage of it.
Gauzy's SPD glass technology hits commercial milestone with GM's Cadillac CELESTIQ, signaling revenue growth and market position strengthening.
The announcement of Gauzy's SPD smart glass entering serial production for GM's Cadillac CELESTIQ represents a significant commercial milestone for both Gauzy (NASDAQ: GAUZ) and its technology partner Research Frontiers (NASDAQ: REFR). This isn't merely a concept showcase but actual revenue-generating serial production with first customer deliveries now occurring.
The technical specifications highlight why this technology is valuable for electric vehicles: the ability to block up to 99.5% of visible light while reducing HVAC energy consumption by up to 40% directly addresses a critical EV pain point. Since climate control can consume up to 30% of an electric vehicle's energy in extreme conditions, this technology potentially extends driving range – a key competitive differentiator in the EV market.
What's particularly noteworthy is Gauzy's expanding OEM footprint. Beyond this GM implementation, the company has already integrated its technology with premium automakers including Ferrari, McLaren, and Mercedes-Benz. This demonstrates cross-platform scalability and growing industry adoption.
The market opportunity is substantial, with the automotive smart glass sector projected to grow from $16 billion in 2024 to $25 billion by 2028. Gauzy's positioning at the premium end of this expanding market, with demonstrated production capabilities, suggests potential for revenue acceleration as the technology moves from luxury vehicles to broader applications.
The multi-zone control capability also aligns with automotive industry trends toward customizable, software-defined vehicle experiences, potentially creating opportunities for recurring software revenue streams beyond the initial hardware sales. As automakers increasingly differentiate vehicles through cabin experience rather than just powertrain, Gauzy's technology addresses a growing strategic priority for OEMs.
07/14/2025 - 08:00 AMFirst Customer Delivery Debuts Industry’s Largest Multi-Zone Dimmable Roof Powered by SPD Smart Variable Tint Technology
NEW YORK, July 14, 2025 (GLOBE NEWSWIRE) -- Gauzy Ltd. (NASDAQ: GAUZ), a global leader in light and vision control technologies, joined by Research Frontiers (NASDAQ: REFR), today announced the first customer delivery of General Motors’ Cadillac CELESTIQ, their first fully electric vehicle sedan featuring patented SPD (Suspended Particle Device) smart glass technology supplied by Gauzy. As part of Gauzy’s ongoing production program with GM and longstanding involvement in bringing SPD technology to market, this milestone marks the first customer delivery of the CELESTIQ with serially produced electronically dimmable SPD smart glass. This milestone underscores Gauzy’s continued leadership in advanced smart materials for the automotive sector and its broad collaboration with Research Frontiers to supply the highest-performing smart glass technology in serial production.
The CELESTIQ’s roof features the industry’s largest piece of dimmable smart glass ever used in a production vehicle, segmented into four independently controlled zones, allowing each occupant to tailor the tint level above them, enabled by SPD. Powered by Gauzy’s dynamic SPD technology, the glass switches in seconds to block up to 99.5% of visible light, 99% of harmful ultraviolet (UV) rays, and 95% of infrared (IR) radiation, which can help reduce HVAC energy consumption by up to 40% compared to traditional fixed-tint glass. These performance benefits also help to increase the effective driving range of electric vehicles.
This advanced light control system not only enhances passenger comfort but also supports broader EV performance goals. HVAC systems can consume up to 30% of an electric vehicle’s energy under extreme conditions, making smart glass a strategic technology to increase driving range and improve in-cabin efficiency.
“This collaboration with GM is a significant leap forward in bringing dynamic glass from concept to reality at a production scale,” said Eyal Peso, CEO and Co-founder of Gauzy. “We're enabling more sustainable, high-performance vehicle cabins that meet the demands of modern EV platforms. Cadillac’s theme of providing a completely customizable experience for its drivers and passengers was made even further possible by our multi-zone SPD panoramic glass roof, and we are proud to be part of this unique model. We continue to ramp up shipments for this model, further deepening our relationship with GM.”
Backed by a robust portfolio of patents in SPD light control and related advanced material technologies by Gauzy and Research Frontiers, Gauzy offers a scalable smart materials platform that provides OEMs with a competitive edge in both performance and sustainability. The CELESTIQ program demonstrates Gauzy’s ability to bring advanced materials to serial production while meeting the high standards of global automotive leaders. With large and replicable SPD film coating capabilities, Gauzy is well positioned to support both niche vehicle models and large-scale OEM platforms.
The commercial launch with GM follows SPD integrations in vehicle models from Ferrari, McLaren, and Mercedes-Benz, expanding Gauzy’s presence across premium and performance vehicle segments. With ongoing serial production, Gauzy’s SPD SmartGlass is primed for broader integration across future vehicle platforms as automakers focus on energy-efficient, software-defined cabins and enhanced passenger experiences.
Joseph M. Harary, President and CEO of Research Frontiers, added: “We congratulate Gauzy, GM and its Cadillac division and the robust supply chain for automotive SPD-SmartGlass on this milestone. For large surface areas like panoramic roofs, SPD-SmartGlass is the ideal variable tint technology thanks to its rapid switching speed, wide light transmission range, and uniform tinting, without the ‘iris effect’ seen in slower, less consistent alternative technologies. SPD switches in just one to two seconds regardless of size, draws minimal power at only 0.06 watts per square foot, and requires no energy to remain dark when the vehicle is parked.” |
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