智通财经网·2025-06-18 03:28Core Viewpoint - The dimmable automotive glass industry is accelerating, with significant growth expected in the future, particularly in the application of dimmable skylights that address previous concerns regarding sun protection and privacy features [1][2]. Industry Trends - Dimmable glass is transitioning from high-end luxury vehicles to mainstream models, with predictions that it will become a popular trend in new cars by 2025, as seen in models like the Zhiji L6 and Xiaomi YU7 [3]. - The penetration rate of dimmable skylights is expected to increase, driven by consumer demand for enhanced features and differentiation in a homogenized automotive market [2][3]. Market Potential - The domestic automotive dimmable film market is projected to reach 2.1 billion yuan by 2025, with long-term potential estimated at 21.4 billion yuan, primarily for use in skylights, rear side windows, and rear windshields [4]. - The PDLC (Polymer Dispersed Liquid Crystal) technology is leading in domestic production, with significant cost advantages and the ability to meet design requirements for curved surfaces, positioning it to dominate the future dimmable skylight market [3][4]. Competitive Landscape - The market for dimmable films is characterized by high technical barriers, with international suppliers currently dominating. However, domestic manufacturers are making strides in PDLC technology, while other technologies like EC (Electrochromic) remain largely foreign-controlled [4].