汽车调光玻璃行业专题：天幕玻璃带动调光玻璃需求 国产厂商突破瓶颈实现价格下探

Core Viewpoint - The smart dimming glass industry is experiencing an upward turning point due to both supply and demand factors, with increasing demand driven by the rising penetration of skylight glass and improved supply from domestic manufacturers [1][2]. Demand Factors - The demand for smart dimming glass is increasing as the penetration rate of skylight glass rises, which offers aesthetic and cost-effective advantages but also presents issues such as excessive light and poor insulation [1]. - As the penetration of skylight glass increases, automotive manufacturers are increasingly seeking better insulation solutions, leading to a higher demand for smart dimming glass [1]. Supply Factors - Domestic suppliers have overcome technical bottlenecks, enabling smart dimming glass to reach mass production standards and address previous technical challenges [1][2]. - The cost of smart dimming glass has decreased significantly, allowing it to transition from being a luxury feature in high-end vehicles to a more accessible option for a broader market [1][2]. Market Trends - Since 2021, the number of mass-produced vehicles featuring smart dimming glass has been steadily increasing, indicating growing recognition and acceptance of the product by downstream manufacturers [3]. - The current low penetration rate of smart dimming glass is expected to rise as production scales up and prices continue to decrease, marking a significant turning point for the industry [2].