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市場調查報告書
商品編碼
1583750

中國汽車智慧玻璃市場(2024年)

China Automotive Smart Glass Research Report, 2024

出版日期: | 出版商: ResearchInChina | 英文 120 Pages | 商品交期: 最快1-2個工作天內

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簡介目錄

1.由於全景雨篷安裝數量的增加,智慧光控玻璃的需求將會增加。

2024年,我國乘用車將配備全景天窗116萬輛,年增6.5%,佔總量的12.0%。

在這種情況下,全景天幕的廣泛使用面臨著光控和隔熱的嚴峻課題。智慧調光玻璃憑藉其獨特的優勢,可以滿足市場的嚴苛需求。越來越多的主機廠在推出全景天窗車型時將智慧調光玻璃作為高階或選配功能,旨在為消費者提供更靈活、舒適、節能的乘坐環境。

案例一:Avatr 12配備前智慧調光變色擋風玻璃和智慧調光全景天篷。

Avatr 12高配版配備了智慧感光前擋風玻璃和智慧感光全景天篷,有效阻擋陽光、阻擋熱量、提供隱私的同時,確保超寬視野得到保障。其中,智慧感光變色前擋風玻璃採用5層夾層玻璃,具有自適應感光功能,照射面積高達2.57平方米,能量透過率低,紫外線防護能力強。智慧感光全景天篷採用 7 層層壓板天篷,具有區域控制功能,可在 90 秒內實現全色彩變化。 7層層壓智慧感光全景天幕,支援分區控制,90秒變色。

案例2:蔚來ET7配備區域控制智慧調光全景天篷。

2024 ET7 的 Executive Signature 版本配備分區智慧調光全景頂篷。採用EC感光技術,智慧感知周圍光線並主動調節遮光,提供防曬隔熱,保護您的隱私。頂篷前後均可單獨調整。前區和後區可分4級獨立調節,可阻擋99.9%的紫外線和86.3%的熱量。

2.汽車智慧玻璃應用正在加速並從天窗擴展到所有汽車零件。

目前,智慧調光玻璃主要應用於汽車天窗/頂篷。隨著技術的成熟,調光玻璃逐漸融入車門玻璃、後角窗、前/後擋風玻璃等核心零件,玻璃天線技術也應用於天窗、前擋風玻璃、車門玻璃等,其表現出多功能性和高集成度。

案例一:新HongqiH9後窗具有無段調光功能。

新款HongqiH9配備無段LC調光玻璃,支援-20℃至85℃大溫度範圍智慧調光,可阻擋99.9%的紫外線及99.5%的可見光。開啟調光功能後,可手動調整左右視窗的亮度並儲存亮度。更重要的是,LC調光玻璃提供了極致的隱私,確保車外的任何人都無法看到您的車內,並且在車內的視野也不受阻礙。它超越了傳統的灰色玻璃,即使在夜間開燈的情況下也能完美保護您的隱私。

案例2:ZEEKR 009在天窗上安裝了衛星通訊天線玻璃。

ZEEKR 009的天窗採用金屬鍍膜技術的一體化天線,不僅能起到隔熱、遮光的作用,還能實現高精度的汽車衛星通訊。當發生緊急情況時,例如地面網路損壞時,車輛可以透過衛星天線自主發出警報。

本報告對中國汽車智慧玻璃市場進行了研究分析,詳細介紹了調光玻璃和玻璃天線技術的最新進展,分析了代表性車型,並提供了供應商佈局和市場佔有率,綜上,我們預測了未來的發展趨勢。

目錄

第一章汽車智慧玻璃概論

  • 汽車玻璃的功能分類
  • 汽車智慧調光玻璃概述
  • 汽車智慧玻璃整合位置
  • 汽車智慧調光玻璃:技術路徑與市場規模
  • 汽車智慧玻璃天線概要:技術路徑與解決方案
  • 2024 年 CES 上的汽車智慧玻璃天線技術
  • 汽車智慧玻璃產業鏈及成本分析
  • 汽車玻璃成本結構

第二章 OEM智慧玻璃應用範例

  • 全景天幕在主流車款中的應用實例(一)
  • 全景天幕在主流車型中的應用實例(二)
  • 全景天幕在主流車型中的應用實例(三)
  • 全景天幕在主流車型中的應用實例(四)
  • 玻璃天線在主流車型中的應用實例

第 3 章智慧玻璃供應商解決方案

  • 汽車智慧玻璃供應商業務概要
  • Fuyao Glass
  • AGC
  • NSG
  • Saint-Gobain
  • Xinyi Glass
  • Shanghai Yaohua Pilkington Glass (SYP Glass)
  • Ambilight
  • J1 AI Glass
  • BOE

第四章汽車智慧玻璃專利

  • 汽車調光玻璃專利
  • 汽車玻璃天線專利
  • 汽車智慧車窗顯示專利

第五章汽車智慧玻璃發展趨勢

簡介目錄
Product Code: LYX009

Research on automotive smart glass: How does glass intelligence evolve?

  • ResearchInChina has released the Automotive Smart Glass Research Report 2024. The report details the latest advances in dimming glass and glass antenna technologies in automotive smart glass, analyzes typical vehicle models, summarizes the layout and market share of suppliers, and predicts future development trends.
  • As an important part of automotive intelligent technology, automotive smart glass (including dimming glass, glass antennas, window intelligent information displays and touch-responsive glass) is gradually changing people's riding experience. As per the installation of automotive smart glass, the Automotive Smart Glass Research Report 2024 focuses on "smart dimming glass" and "glass antennas".

1.The increase in panoramic canopy installations drives higher demand for smart dimming glass

Driven by the demand for vertical space utilization of new energy vehicles and consumer demand for better cockpit experience, the panoramic canopy market is growing rapidly In the first half of 2024, 1.16 million passenger cars in China were equipped with panoramic canopies, representing a 6.5% increase compared to the same period last year and accounting for 12.0%.

Against this background, the widespread application of panoramic canopies has encountered a severe challenge - dimming and heat insulation. With its unique advantages, smart dimming glass can meet the rigid market demand. More and more OEMs are offering smart dimming glass as a high-end or optional feature when launching models equipped with panoramic canopies, aiming to provide consumers with a more flexible, comfortable and energy-saving riding environment.

Case 1: Avatr 12 is equipped with a front intelligent light-sensitive color-changing windshield and an intelligent light-sensitive panoramic canopy

The top configuration version of Avatr 12 is equipped with an intelligent light-sensitive front windshield and an intelligent light-sensitive panoramic canopy, which can effectively block the sun, insulate heat and protect privacy while ensuring an ultra-wide field of view. Among them, the intelligent light-sensitive color-changing front windshield uses 5-layer laminated glass with adaptive light-sensitive function, with a lighting area of up to 2.57 square meters, low energy transmittance and strong ultraviolet defense; the intelligent light-sensitive panoramic canopy uses 7-layer laminated canopy, which supports Zone control enables full color change within 90 seconds. The 7-layer laminated intelligent light-sensitive panoramic canopy supports zonal control, and changes color within 90 seconds.

Case 2: NIO ET7 is equipped with a zoned smart dimming panoramic canopy

The 2024 ET7 executive signature version is equipped with a zoned smart dimming panoramic canopy, which uses EC light sensing technology to intelligently perceive ambient light, actively adjust shading, provide sun protection and heat insulation, and protect privacy. It can adjust the front and rear of the canopy separately. It supports four levels of independent adjustment for the front and rear zones, and can block 99.9% of ultraviolet rays and 86.3% of heat.

2. The application of automotive smart glass is accelerating and expanding from sunroofs to all auto parts.

At present, smart dimming glass is mainly used in automotive sunroofs/canopies. As the technology matures, dimming glass has gradually been integrated into core parts such as door glass, rear corner windows, front/rear windshields, etc.; and glass antenna technology has also been applied to sunroofs, front windshields, door glass, etc., demonstrating its versatility and high integration.

Case 1: The rear windows of the new Hongqi H9 feature stepless dimming

The new Hongqi H9 equipped with stepless LC dimming glass supports wide temperature intelligent dimming from -20°C to 85°C and can block 99.9% of ultraviolet rays and 99.5% of visible light. After the dimming function is turned on, the brightness of the left/right windows can be manually adjusted and the brightness can be stored. In addition, LC dimming glass offers ultimate privacy, ensuring that no one outside the car can peek into the car, while the view inside the car is unobstructed. It surpasses traditional gray glass to perfectly protect privacy even when the screen is always on at night.

Case 2: ZEEKR 009 installs satellite communication antenna glass on the sunroof

The antenna is integrated into the sunroof of ZEEKR 009 through metal coating technology, which not only achieves heat insulation and sun protection, but also enables high-precision automotive satellite communication. In emergency situations, such as when the ground network is damaged, the vehicle can autonomously alarm through the satellite antenna.

3. How do OEMs and suppliers expand intelligent glass?

The global automotive glass market is highly concentrated, with four leading companies accounting for approximately 90% of the market. According to public information, China-based Fuyao Glass ranked first with about 34% market share in 2023, followed by AGC with 23%, NSG with 18% (in FY2024) and Saint-Gobain with 14%.

With the accelerated development of automotive intelligence and connectivity, the manufacturing and research and development of automotive smart glass which is a core component of the vehicle is no longer limited to glass suppliers. OEMs are also actively involved, forming an ecosystem in which suppliers and OEMs participate. In this ecosystem, suppliers leverage their excellent manufacturing capabilities and professional technologies to produce high-performance smart glass products; OEMs vigorously join in the research and development process, gain insights into changes in market demand, and meet users' growing demand for personalization and customization, further broadening the application scope of automotive smart glass.

Case 1: Fuyao's panoramic canopies feature starry domes and projection functions

The starry dome can be customized with patterns and create a romantic atmosphere with gorgeous lights. The projection canopy can display high-definition images in full color, forging an exclusive "private cinema" in the cockpit.

Case 2: GAC Honda enables immersive somatosensory games on rear windows based on dimming glass technology

The window interactive display patent disclosed by GAC Honda in June 2023 uses double-layer dimming glass and double-sided OLED screen technology. Combined with the in-cockpit human recognition system, it brings an unprecedented immersive somatosensory gaming experience to rear passengers, significantly improving the interactivity and entertainment in the car.

Table of Contents

1 Overview of Automotive Smart Glass

  • 1.1 Classification of Automotive Glass Functions
  • 1.1 Classification of Automotive Glass Functions
  • 1.1 Classification of Automotive Glass Functions
  • 1.2 Overview of Automotive Smart Dimming Glass
  • 1.3 Integration Location of Automotive Smart Glass
  • 1.4 Automotive Smart Dimming Glass: Technology Route and Market Size
    • 1.4.1 Automotive Smart Dimming Glass: Technology Route
    • 1.4.2 Dimming Technology Route 1: PDLC
    • 1.4.3 Dimming Technology Route 2: EC
    • 1.4.4 Dimming Technology Route 3: SPD
    • 1.4.5 Dimming Technology Route 4: DLC
    • 1.4.6 Installations and Installation Rate of Dimming Sunroofs/Skylights for Passenger Cars in China
    • 1.4.7 Passenger Car Models Equipped with Dimming Sunroofs/Skylights in China
    • 1.4.8 Price Range of Dimming Sunroofs/Skylights for Passenger Cars in China
  • 1.5 Overview of Automotive Smart Glass Antennas: Technology Routes and Solutions
    • 1.5.1 Automotive Smart Glass Antenna Technology
  • 1.6 Automotive Smart Glass Antenna Technology at 2024CES
  • 1.7 Automotive Smart Glass Industry Chain and Cost Analysis
    • 1.7.1 Automotive Smart Glass Industry Chain
    • 1.7.2 Automotive Smart Dimming Glass Industry Chain
    • 1.7.4 Automotive Smart Dimming Glass Suppliers
  • 1.8 Cost Composition of Automotive Glass

2 OEM Application Cases of Smart Glass

  • 2.1 Application Cases of Panoramic Canopy in Mainstream Models (1)
  • 2.1 Application Cases of Panoramic Canopy in Mainstream Models (2)
  • 2.1 Application Cases of Panoramic Canopy in Mainstream Models (3)
  • 2.1 Application Cases of Panoramic Canopy in Mainstream Models (4)
    • 2.1.1 Models Equipped with Dimming Canopies (1): Zeekr 001
    • 2.1.1 Models Equipped with Dimming Canopies (2):
    • 2.1.1 Models Equipped with Dimming Canopies (3):
    • 2.1.1 Models Equipped with Dimming Canopies (4):
    • 2.1.1 Models Equipped with Dimming Canopies (5): l
    • 2.1.1 Models Equipped with Dimming Canopies (6):
    • 2.1.1 Models Equipped with Dimming Canopies (7):
    • 2.1.1 Models Equipped with Dimming Canopies (8):
    • 2.1.1 Models Equipped with Dimming Canopies (9):
    • 2.1.2 Dimmable canopy & front windshield application model:
    • 2.1.3 Models Equipped with Dimming Side Windows (1):
    • 2.1.3 Models Equipped with Dimming Side Windows (2):
    • 2.1.4 Models Equipped with Dimming Side Windows & Corner Windows:
    • 2.1.5 Models Equipped with Dimming Rearview Mirrors:
  • 2.2 Application Cases of Glass Antennas in Mainstream Models

3 Solution of Smart Glass Suppliers

  • 3.1 Business Summary of Automotive Smart Glass Suppliers
  • 3.1 Business Summary of Automotive Smart Glass Suppliers
  • 3.2 Fuyao Glass
    • 3.2.1 Industry Chain & Production Base Layout
    • 3.2.1 Industry Chain & Production Base Layout
    • 3.2.2 Automotive Glass Business in Recent Years
    • 3.2.3 Smart Dimming Glass Products
    • 3.2.4 Smart Glass Antenna Products
    • 3.2.5 Smart Connected Antenna Glass Products
    • 3.2.6 Release of A New-generation of Smart Heat-insulating Panoramic Skylight Products
    • 3.2.7 Application Scenarios of Other Extended Functions of Panoramic Skylight
    • 3.2.8 Smart Glass Application Cases in Recent Years
    • 3.2.9 Partners and Dynamics in Automotive Glass Business
  • 3.3 AGC
    • 3.3.1 Dynamics in Automotive Glass Production Bases in Recent Years
    • 3.3.2 Automotive Glass Business in Recent Years
    • 3.3.3 Medium-term Business Strategy for Automotive Glass Business
    • 3.3.4 Smart Dimming Glass Product: Digital Curtain (TM)
    • 3.3.5 Smart Glass Antenna Products
    • 3.3.5 Smart Glass Antenna Products
    • 3.3.6 Japan Mobility Show 2023: Smart Glass Exhibits
  • 3.4 NSG
    • 3.4.1 Layout of Automotive Glass Production Bases
    • 3.4.2 Automotive Glass Business in Recent Years
    • 3.4.3 Medium-term Business Strategy for Automotive Glass Business (1): RP24 Strategic Review
    • 3.4.3 Medium-term Business Strategy for Automotive Glass Business (2): 2030 Vision and Strategic Pillars
    • 3.4.4 Smart Dimming Glass Products
    • 3.4.5 Japan Mobility Show 2023: Smart Glass Exhibits
  • 3.5 Saint-Gobain
    • 3.5.1 Layout of Automotive Glass Production Bases
    • 3.5.1 Layout of Automotive Glass Production Bases
    • 3.5.2 Automotive Glass Business in Recent Years and Planning
    • 3.5.3 Smart Dimming Glass Products
    • 3.5.4 Smart Glass Antenna Products
    • 3.5.5 2023 Munich Auto Show: Smart Glass Exhibits
  • 3.6 Xinyi Glass
    • 3.6.1 Production Base Layout
    • 3.6.1 Production Base Layout
    • 3.6.2 Development History
    • 3.6.3 Business and Smart Glass Products
  • 3.7 Shanghai Yaohua Pilkington Glass (SYP Glass)
    • 3.7.1 Operation Modes and Production Bases
    • 3.7.2 Operations
    • 3.7.2 Operations
    • 3.7.3 Smart Dimming Glass Products and Cases
  • 3.8 Ambilight
    • 3.8.1 Production Bases
    • 3.8.2 Development History
    • 3.8.3 Core Technology of Smart Dimming Glass
    • 3.8.4 Products of Smart Dimming Glass
    • 3.8.5 Application Cases of Smart Dimming Glass
  • 3.9 J1 AI Glass
    • 3.9.1 Industry Chain & Production Base Layout
    • 3.9.2 Smart Dimming Glass Product: J1 AI Nano-Dimming Glass
    • 3.9.3 Vehicle Control System
    • 3.9.4 Application Cases of Smart Dimming Glass
  • 3.10 BOE
    • 3.10.1 Production Base Layout
    • 3.10.2 Operations
    • 3.10.3 Smart Glass Product: Smart Window
    • 3.10.4 Smart Dimming Glass Product (1): Smart Dimming
    • 3.10.5 Application Cases of Smart Glass
    • 3.10.5 Application Cases of Smart Glass
    • 3.10.6 Automotive Glass Business Partners And Trends

4 Automotive Smart Glass Patents

  • 4.1 Automotive Dimming Glass Patents
    • 4.1.1 Number of Automotive Dimming Glass Patents
    • 4.1.2 Automotive Dimming Glass Patent Ranking of Suppliers and OEMs
    • 4.1.3 Automotive Dimming Glass Patent Case (1):
    • 4.1.3 Automotive Dimming Glass Patent Case (2):
    • 4.1.3 Automotive Dimming Glass Patent Case (3):
    • 4.1.3 Automotive Dimming Glass Patent Case (4):
    • 4.1.3 Automotive Dimming Glass Patent Case (5):
    • 4.1.3 Automotive Dimming Glass Patent Case (6):
    • 4.1.3 Automotive Dimming Glass Patent Case (7):
    • 4.1.3 Automotive Dimming Glass Patent Case (8):
  • 4.2 Automotive Glass Antenna Patents
    • 4.2.1 Statistics on Number of Automotive Glass Antenna Patents
    • 4.2.2 Ranking of Suppliers and OEMs by Number of Automotive Glass Antenna Patents
    • 4.2.3 Automotive Glass Antenna Patent Cases (1):
    • 4.2.3 Automotive Glass Antenna Patent Cases (2):
    • 4.2.3 Automotive Glass Antenna Patent Cases (3):
  • 4.3 Automotive Smart Window Display Patents
    • 4.3.1 Statistics on Number of Automotive Smart Window Display Patents
    • 4.3.2 Ranking of Suppliers and OEMs by Number of Automotive Smart Window Display Patents
    • 4.3.3 Automotive Smart Window Display Patent Cases (1):
    • 4.3.3 Automotive Smart Window Display Patent Cases (2):
    • 4.3.3 Automotive Smart Window Display Patent Cases (3):

5 Automotive Smart Glass Development Trend

  • 5.1 Trend 1: The Increase in Panoramic Canopy Installations Drives Higher Demand for
  • Dimming Glass
  • 5.2 Trend 2: Dimming Glass Spreads to Front Windshields/Side Windows
  • 5.3 Trend 3:
  • 5.4 Trend 4:
  • 5.5 Trend 5:
  • 5.6 Trend 6:
  • 5.7 Conclusions and Suggestions on Automotive Smart Glass