Core Insights - The launch of the Audi E5 Sportback marks the entry of China's smart material technology into the luxury automotive supply chain, featuring the EC smart dimming glass from Guangyi Technology [1][2] - The EC dimming glass technology has transitioned from niche applications to mainstream adoption, driven by advancements in material, structure, and process by Chinese companies [1][3] - Guangyi Technology has established itself as a leader in mass production of large-area curved electrochromic glass, with a monthly delivery capacity exceeding 10,000 sets from its Suzhou factory [2][3] Company Overview - Guangyi Technology, founded in 2017, has become the only global company capable of mass-producing large-area curved electrochromic glass [2] - The company has developed a complete vertical integration capability, covering raw material synthesis, electrochemical system design, and vehicle integration [2] - Guangyi has secured over 660 core patents across various fields, demonstrating its technological prowess and innovation [2] Industry Trends - The focus of in-car smart configurations is shifting towards environmental perception and experience management, with dimming glass playing a crucial role in this trend [3][4] - Dimming glass is expected to replace traditional sunshades and provide multiple benefits, including thermal control, privacy, visual integration, and energy efficiency [3] - The global smart dimming glass market is projected to exceed 100 billion RMB by 2030, with automotive applications accounting for over 60% of the market share [3] Market Positioning - The integration of Guangyi's dimming glass into Audi's offerings signifies a shift from niche to mainstream applications within luxury brands [2][4] - The successful collaboration with Audi highlights Guangyi's capability to co-develop and deliver stable supply chain solutions for luxury brands [2][4] - The rise of Chinese material technology companies like Guangyi is reshaping the global automotive supply ecosystem, establishing a new materials landscape [3][4]
中国智能材料进入豪华车产业链,光羿科技调光玻璃随奥迪纯电车型实现量产
Huan Qiu Wang Zi Xun·2025-09-19 10:16