(8)
Recent Big News
Gauzy is building on its success with several recent massive developments:
🏗️ Expanded Production to Meet Demand: Gauzy has ramped up operations at its Lyon, France facility by adding a second shift, enabling it to meet surging global demand for its innovative
products. (4)
🏎️ Ferrari Partnership: Gauzy has been selected as a strategic supplier by Ferrari for its first-ever four seater, integrating Gauzy’s advanced Suspended Particle Device (SPD) Smart Glass technology into the vehicle’s panoramic roof. (14)
This marks Ferrari’s first use of smart glass in
mass production, solidifying Gauzy’s reputation as a go-to innovator for the world’s most prestigious automakers.
Beyond these milestones, Gauzy’s vision control systems are equipping cities around the world to focus on increasing public & road safety.
Its Smart-Vision® ADAS, already replacing traditional mirrors on public buses in Paris ahead of the 2024 Olympics and in New York through CDTA’s transit program, are revolutionizing road
safety by reducing blind spots and enhancing driver awareness. (13)(15)
These solutions are now deployed in over 80 cities worldwide, with continued expansion underway. (16)
With smart glass technology rapidly gaining adoption across luxury and mass-market vehicles, including inclusion in McLarens, Mercedes’, Cadillacs, and
now Ferrari, Gauzy is poised to capture a growing share of the $12.3 billion automotive smart glass market.
Simultaneously, Gauzy’s Smart-Vision® CMS is advancing vehicle safety through ADAS solutions, replacing traditional mirrors with state-of-the-art camera and display technologies. (14)
Whether in public transportation, passenger vehicles, aviation, or groundbreaking architectural
applications, Gauzy’s ability to replace traditional materials with smart, digitized solutions ensures its position as a key player in the industries of tomorrow, today. (13)(14)(15)
Key updates include:
🌱 Impressive Financial Growth: Gauzy achieved 24% year-over-year revenue growth in Q3 2024 and projects up to 41% growth in Q4 2024, driven by
demand across automotive, aeronautics, and architecture. (9)(10)
😎 Long-Term Revenue Potential: Gauzy anticipates generating an aggregated $240 million in cockpit shading revenue over the next 10 years, leveraging its commanding 95% market share in this segment. (9)(10)
✨ Expanding Capacity: A second production shift will accelerate delivery of innovative solutions to meet surging global demand.
Why Gauzy Matters
Today’s world demands solutions that are innovative, sustainable, and transformative.
Gauzy is delivering on all fronts:
🌿 Sustainability: Their smart glass
technologies reduces energy and HVAC consumption, earning credits under green initiatives like the Dynamic Glass Act, which offers 30% tax incentives for energy-saving technologies. (9)(10)
🚗 Safety: Gauzy’s AI-powered ADAS systems set new benchmarks in public safety, as reflected by the 68% revenue growth in its Safety Tech
division in Q3 2024. (9)(10)
✈️ Aviation Leadership: Gauzy has achieved a commanding 95% market share in cockpit shading for commercial aircraft and business jets, and continues to establish itself in commercial cabin shading as a major international airline is now equipping its Boeing 737 MAX fleet with the company's smart glass windows. (5)(7)(12)
With the smart glass market growing at nearly 10% annually and industry tailwinds such as rising air travel demand, Gauzy is positioned to capitalize on its $600 million aircraft shading and lighting market opportunity, delivering cutting-edge solutions that enhance functionality, glare reduction, and comfort for operators and passengers alike. (5)(7)(12)
Gauzy’s Advanced Driver Assistance Systems (ADAS) are setting new benchmarks in road safety with innovative solutions already deployed in over 80 cities worldwide, including London, Paris and New York.
These systems are helping to meet the growing demand for smarter, safer transit options.
With major orders like a 250% year-over-year increase in Q3 from
Yutong, the world’s largest bus OEM, Gauzy is rapidly expanding its footprint in the fast-growing ADAS market, further solidifying its position as a leader in advanced transportation technologies.
Gauzy’s Innovations Shaping the Future of Aeronautics
Gauzy’s expertise in cockpit shading systems for commercial aircraft and business jets has secured them a dominant 95% market share. (9)(10)
The company expects to generate $240 million in aggregated revenue over the next decade from this segment alone. (5)
Additional highlights from Gauzy’s aeronautics:
🛫 A 38.1% revenue increase in H1 2024 compared to the prior year, driven by new partnerships with Gulfstream, Embraer, and
Bombardier.
✈️ A $600 million total addressable market for aircraft shading and lighting, projected to grow at a 6.4% CAGR through 2028.
🪟 Ongoing serial production for cabin shading solutions, such as electronically dimmable glass, is setting Gauzy up for long-term growth in aviation. This growth is amplified by the significantly higher number of windows in commercial aircraft cabins compared to
business jets, driving both increased production volume and expanded market opportunities. (5)(9)(10)
Meeting stringent regulatory requirements for glare reduction, light control, and mandated replacement cycles, these innovations ensure consistent recurring revenue streams. (5)
Beyond compliance, they significantly enhance the pilot and passenger
experience by improving visibility, minimizing glare, and creating more comfortable cabin environments. (5)
Additionally, the advanced design and durability of these solutions reduce maintenance demands, offering long-term value to airlines and operators. (5)
