To: dimtint who wrote (1301 ) 8/28/2025 10:57:44 AM From: N. Dixon 1 RecommendationRecommended By JoAnnBarbour
Read Replies (1) | Respond to of 1542 Not sure what JH meant in this answer, but what I think he meant by "Kosher or Kosher Style" means SPD is Kosher and another tech which appears to be SPD but isn't is "Kosher Light" Chinese SPD? Gentex EC? Gauzy PDLC? Glimmer of hope is in red bold. Maybe supplier who took on AGP production has not met its minimum royalty, so would not include Corvette,Unidentified Analyst Okay. In terms of the Corvette, I was glad you willing to mention it. It has an intermediate state. I noticed that Toyota Crown now has an intermediate PDLC state, but it looks like it just varies behaves. It sounds from what you're saying that you're guiding against the Corvette even though it's a General Motors product. Is that the takeaway that we should not expect the Corvette to be using SPD [indiscernible] I would say. Joseph M. Harary Like I said, it's a mystery. I'm hearing different things out in the industry about it. The GM Authority had an article where they said it's a technology similar to what's in the Cadillac, which can mean it's the same thing or it can mean it's a different one, but sort of looks like it. It's like the difference between Kosher and Kosher Style. And then I guess the other part of it is probably I would have seen in our royalty reports some mention of this unless it's such a small amount that it didn't hit the reporting thresholds . But I don't think it's us. I think that will be in other cars outside of Cadillac within GM, but I don't think that's us. And as far as the intermediate states, yes, just to go back to the other question, you can do intermediate states with PDLC too. It doesn't look good at all because what you're doing with PDLC is increasing the haze levels and the light scatter. So an intermediate state would look like a dirty window. You know what I mean.