中国の自動車用スマートガラス：2023年

スマート調光ガラスはより深い空間印象を与えるだけでなく、炎天下で紫外線・赤外線の透過率を下げ、室内の温度を下げることから、現在、パノラマキャノピーに多く採用されています。中国の新型乗用車へのパノラマキャノピーの搭載台数は2022年に163万6900台を示し、そのうちスマート調光キャノピーは0.5％でした。2025年には、368万4,100台の新型乗用車にパノラマキャノピーが搭載され、そのうち6.1％がスマート調光キャノピーになると予測されています。

当レポートでは、中国の自動車用スマートガラスの市場を調査し、自動車用スマートガラスの概要、産業チェーン、特許動向、主要企業、主要自動車モデルへの適用事例、調光キャノピーの搭載数の予測などをまとめています。

目次

第1章 自動車用スマートガラスの概要

• 自動車用ガラスの概要
• 自動車用スマート調光ガラスの概要
• 自動車用ガラスアンテナ

第2章 自動車用スマートガラスの産業チェーン

• 自動車用ガラス産業チェーン
• 自動車用ガラスのコスト構成
• 自動車用スマート調光ガラスの産業チェーン
• 世界のスマート調光ガラスの特許
• 自動車用スマート調光ガラス技術のサプライヤーとサポート対象顧客

第3章 自動車用スマートガラス産業チェーン企業

• 自動車用スマートガラス企業の比較
• 調光ガラスPDLCフィルム：Guoan Chiefway
• 調光ガラスPDLCフィルム：Zhonghe Technology
• 調光ガラスPDLCフィルム：Nanotec
• 調光ガラスSPD技術ライセンシング：Research Frontiers
• 調光ガラスDye LCフィルム：BOE
• 調光ガラスDye LCフィルム：Wicue
• 調光ガラスECフィルム：Ambilight
• 調光ガラスECフィルム：Weijin Technology
• 調光ガラスECフィルム：AQA
• 調光ガラスITO導電性フィルム：Riju Optoelectronics

第4章 自動車用スマートガラスメーカー

• 自動車用スマート調光ガラス製造業者の比較
• Fuyao
• AGC
• NSG
• Saint-Gobain
• Gauzy
• Webasto
• Gentex
• Continental
• Moben Technology

第5章 スマートグラスの主要モデルへの適用事例

• 主要モデルにおけるスマートグラスの適用事例の比較
• Voyah FREE
• FAW Toyota HARRIER
• GAC Toyota Venza
• ZEEKR 001
• Aion S PLUS
• BYD Seal
• Neta S
• NIO EC7
• Lotus Eletre
• Lexus LM
• Lexus RZ
• Porsche Taycan
• BMW iX

第6章 自動車用スマートガラスの市場規模・動向

• 中国の乗用車市場におけるパノラマおよび調光キャノピーの搭載数・普及率
• 中国の新型乗用車用調光キャノピーの市場規模
  • 中国の新型乗用車への調光キャノピーの搭載数：価格別
  • 中国の新型乗用車への調光キャノピーの搭載数：ブランド別
  • 中国の新型乗用車への調光キャノピーの搭載数：モデル別
• トレンド1
• トレンド2
• トレンド3

Smart glass research: the automotive smart dimming canopy market valued at RMB127 million in 2022 has a promising future.

Smart dimming glass is a new type of special optoelectronic glass formed by compounding a liquid crystal film into the middle of two layers of glass and bonding them under high temperature and high pressure. By implementation mode, it falls into electrically controlled, temperature-controlled, optically-controlled and pressure-controlled types.

In the automotive field, there are four major types of dimming glass: polymer dispersed liquid crystal (PDLC), suspended particle devices (SPD), electrochromic (EC) and dye liquid crystal (Dye LC). Wherein, PDLC, SPD and Dye LC feature physical dimming, and EC chemical dimming.

• PDLC appeared first. As the most mature and lowest cost technology, the majority of Chinese dimming glass manufacturers are using the solution;

• SPD is mainly used in high-end models such as Mercedes S/SL and yachts due to high power consumption and high cost;

• Dye LC spends a relatively short time on dimming using dichroic dye molecules;

• EC features low haze, low energy consumption, good thermal insulation effect, continuous dimming, relatively long dimming time (2min on average) and medium cost.

At present, smart dimming glass is often applied to panoramic canopies, not only giving a deeper spatial impression but also automatically reducing the transmittance of ultraviolet and infrared rays in the blazing sun for the purpose of lowering the temperature inside. According to the data from ResearchInChina, 1,636,900 units of new passenger cars in China were installed with panoramic canopies in 2022, 0.5% of which were smart dimming canopies. It is expected that panoramic canopies will be installed in 3,684,100 units of new passenger cars in 2025, 6.1% of which will be smart dimming canopies.

In this report, the panoramic canopy refers to: non-opening large-size sunroof without segmental structure; the dimming canopy means: enabling the smart dimming control function on the basis of panoramic canopy.

In the future, smart dimming glass may be applied to side windows and front windshield among others. For example, the side windows can display advertisements (displaying when the vehicle is stopped and becoming transparent when the vehicle is started and power on), and offers backseat graffiti function for children, human-computer interaction, entertainment and other capabilities; the front windshield incorporates AR HUD for anti-glare: combined with the front view camera, recognize the high beam of the oncoming vehicle, and automatically adjust the transmittance of the front windshield to eliminate glare and ensure safe driving.

At the CES 2023, BMW iVISION Dee Concept car that features Gauzy's PDLC and SPD smart glass technologies was showcased. The front windshield enables the HUD to provide wide viewing angles for a virtual image for all passengers; the side windows support dynamic privacy, shading, and ambiance management.

The segmented SPD-LCG® smart glass windshield for BMW iVISION Dee enables the HUD to provide wide viewing angles for a virtual image.

From the smart dimming glass industry chain, it can be seen that the upstream is mainly engaged in production of relevant dimming materials, films, glass substrates and PVBs; the midstream is responsible for integrating dimming glass that is applied to OEM markets and aftermarkets. The upstream and midstream manufacturers first started from deploying patents. Among the global top 1,000 companies by patent filings, the first five companies are BOE, Nitto Denko, Ricoh, Sony and Fuyao, of which most patents of BOE and Fuyao are filed during 2019-2022.

For example, in May 2019 BOE filed the CN 210514886 U Dimming Glass Patent, a display window technology patent in which the dimming glass layer is set up with basic dimming structure and functional dimming structure: the former is used to adjust the transmittance of light shining onto it, and the latter is used to reflect the light of a specific waveband shining onto it.

From the prospective of smart dimming glass supply, the key suppliers are Fuyao, AGC, NSG, Gauzy, Saint-Gobain, Ambilight, and Research Frontiers. Among them, Fuyao remains absolutely dominant, thanks to its stable supply relationships in the automotive glass market, as well as factors such as dimming glass technology R&D, cost balancing and occupant experience.

In the OEM market, the installed models include Toyota Venza, BYD Seal, Neta S, Lotus Eletre, NIO EC7, Porsche Taycan, Lexus RZ, and Cadillac CELESTIQ (not mass-produced). Among them, the dimming canopy glass surface of Porsche Taycan is split into nine individually controlled areas, and offers five dimming effects: transparent, matte, translucent, vivid, and user-defined. In the future, as consumers demand more beautiful, more comfortable and more intelligent vehicles, smart dimming glass will usher in a boom period in other fields in addition to panoramic canopy.

Table of Contents

1. Overview of Automotive Smart Glass

• 1.1. Overview of Automotive Glass
• 1.2. Overview of Automotive Smart Dimming Glass
  • 1.2.1. Classification of Automotive Smart Dimming Glass Technology
  • 1.2.2. Application of Automotive Smart Dimming Glass
  • 1.2.3. Functions of Automotive Smart Dimming Glass
  • 1.2.4. Automotive Smart Dimming Glass Process in China
• 1.3. Automotive Glass Antenna
  • 1.3.1. Automotive 5G Glass Antenna

2. Automotive Smart Glass Industry Chain

• 2.1. Automotive Glass Industry Chain
• 2.2. Cost Composition of Automotive Glass
• 2.3. Automotive Smart Dimming Glass Industry Chain
• 2.4. Global Smart Dimming Glass Patents
• 2.5. Automotive Smart Dimming Glass Technology Suppliers and Supported Customers

3. Automotive Smart Glass Industry Chain Companies

• 3.1. Comparison between Automotive Smart Glass Companies
• 3.2. Dimming Glass PDLC Film: Guoan Chiefway
• 3.3. Dimming Glass PDLC Film: Zhonghe Technology
• 3.4. Dimming Glass PDLC Film: Nanotec
• 3.5. Dimming Glass SPD Technology Licensing: Research Frontiers
  • 3.5.1. Profile
  • 3.5.2. Products and Application
• 3.6. Dimming Glass Dye LC Film: BOE
  • 3.6.1. Profile
  • 3.6.2. Smart Window
  • 3.6.3. Smart Dimming Window
  • 3.6.4. Functions of Smart Dimming Window
  • 3.6.5. Smart Dimming Glass Patents
• 3.7. Dimming Glass Dye LC Film: Wicue
  • 3.7.1. Profile
  • 3.7.2. Stepless Dimming Flexible Liquid Crystal Automotive Film
• 3.8. Dimming Glass EC Film: Ambilight
  • 3.8.1. Profile
  • 3.8.2. Core Technologies
  • 3.8.3. Products
• 3.9. Dimming Glass EC Film: Weijin Technology
  • 3.9.1. Profile
  • 3.9.2. Application of SEC Products
• 3.10. Dimming Glass EC Film: AQA
• 3.11. Dimming Glass ITO Conductive Film: Riju Optoelectronics

4. Automotive Smart Glass Manufacturers

• 4.1. Comparison between Automotive Smart Dimming Glass Manufacturers
• 4.2. Fuyao
  • 4.2.1. Profile
  • 4.2.2. Patents
  • 4.2.3. PDLC Dimming Glass
  • 4.2.4. EC Dimming Glass
  • 4.2.5. Thermochromic Dimming Glass
  • 4.2.6. Printed Glass Antenna
  • 4.2.7. Wire Glass Antenna
  • 4.2.8. Coated Antenna, TAGA Glass Antenna
  • 4.2.9. Smart Glass Solutions
  • 4.2.10. Implementation of Cooperation
• 4.3. AGC
  • 4.3.1. Profile
  • 4.3.2. SPD Smart Dimming Glass Products
  • 4.3.3. PDLC Smart Dimming Glass Products
  • 4.3.4. Glass Antenna Products
• 4.4. NSG
  • 4.4.1. Profile
  • 4.4.2. NSG Dimming Glass
• 4.5. Saint-Gobain
  • 4.5.1. Profile
  • 4.5.2. Dimming Glass
  • 4.5.3. Glass Antenna
• 4.6. Gauzy
  • 4.6.1. Profile
  • 4.6.2. PDLC Products
  • 4.6.3. SPD Products
  • 4.6.4. Product Display
  • 4.6.5. Application of Typical Products
  • 4.6.6. Some Partners and Their Products
• 4.7. Webasto
  • 4.7.1. Profile
  • 4.7.2. Dimming Glass
• 4.8. Gentex
  • 4.8.1. Profile
  • 4.8.2. Dimming Glass
  • 4.8.3. Exhibition at the CES 2023
• 4.9. Continental
  • 4.9.1. Profile and SPD Smart Glass Control Products
  • 4.9.2. Development History of Dimming Glass Technology
• 4.10. Moben Technology
  • 4.10.1. Profile
  • 4.10.2. Automotive LC Dimming Film

5. Application Cases of Smart Glass in Mainstream Models

• 5.1. Comparison between Application Cases of Smart Glass in Mainstream Models
• 5.2. Voyah FREE
• 5.3. FAW Toyota HARRIER
• 5.4. GAC Toyota Venza
• 5.5. ZEEKR 001
• 5.6. Aion S PLUS
• 5.7. BYD Seal
• 5.8. Neta S
• 5.9. NIO EC7
• 5.10. Lotus Eletre
• 5.11. Lexus LM
• 5.12. Lexus RZ
• 5.13. Porsche Taycan
• 5.14. BMW iX

6. Automotive Smart Glass Market Size and Trends

• 6.1. Installations and Penetration of Panoramic and Dimming Canopies in China Passenger Car Market
• 6.2. Market Size of Dimming Canopies for New Passenger Cars in China
  • 6.2.1. Installations of Dimming Canopies in New Passenger Cars in China: by Price
  • 6.2.2. Installations of Dimming Canopies in New Passenger Cars in China: by Brand
  • 6.2.3. Installations of Dimming Canopies in New Passenger Cars in China: by Model
• 6.3. Trend 1
• 6.4. Trend 2
• 6.5. Trend 3