Gauzy's Smart Glass Tech in GM's Cadillac Celestiq: A New Era in Vehicle Transparency

Gauzy Ltd, an Israel-based company, is developing smart glass technology that can dim and tint windows without obstructing the view. Their technology is being used in the Cadillac Celestiq, a vehicle from General Motors. Gauzy's products are used in various sectors, including architecture, automotive, aeronautics, and safety tech. They have subsidiaries worldwide and operate in Israel.

Gauzy Ltd. (NASDAQ: GAUZ), an Israel-based company specializing in light and vision control technologies, has achieved a significant milestone with the first customer delivery of GM's Cadillac Celestiq featuring their patented SPD (Suspended Particle Device) smart glass technology in serial production. This marks a substantial commercial milestone for Gauzy, as well as its technology partner, Research Frontiers (NASDAQ: REFR).

The Cadillac Celestiq, GM's first fully electric vehicle sedan, incorporates the industry's largest multi-zone dimmable roof, divided into four independently controlled zones. The SPD technology can block up to 99.5% of visible light, 99% of UV rays, and 95% of IR radiation, potentially reducing HVAC energy consumption by up to 40% compared to traditional glass. This advanced feature is particularly valuable for electric vehicles (EVs), where HVAC systems can consume up to 30% of energy under extreme conditions, thereby extending the driving range.

The announcement of Gauzy's SPD smart glass entering serial production for the Cadillac Celestiq follows successful integrations with premium automakers such as Ferrari, McLaren, and Mercedes-Benz. This demonstrates Gauzy's cross-platform scalability and growing industry adoption. The global automotive smart glass market is projected to grow from $16 billion in 2024 to over $25 billion by 2028, driven by the rapid adoption of EVs and the increasing demand for intelligent in-cabin technologies. Gauzy's positioning at the premium end of this expanding market, with demonstrated production capabilities, suggests potential for revenue acceleration as the technology moves from luxury vehicles to broader applications.

The multi-zone control capability of Gauzy's SPD technology aligns with automotive industry trends toward customizable, software-defined vehicle experiences. This feature allows each occupant to tailor the tint level above them, enhancing passenger comfort and creating opportunities for recurring software revenue streams beyond initial hardware sales. As automakers increasingly differentiate vehicles through cabin experience rather than just powertrain, Gauzy's technology addresses a growing strategic priority for OEMs.

Eyal Peso, CEO and Co-founder of Gauzy, stated, "This collaboration with GM is a significant leap forward in bringing dynamic glass from concept to reality at a production scale. We're enabling more sustainable, high-performance vehicle cabins that meet the demands of modern EV platforms. Cadillac’s theme of providing a completely customizable experience for its drivers and passengers was made even further possible by our multi-zone SPD panoramic glass roof, and we are proud to be part of this unique model."

Joseph M. Harary, President and CEO of Research Frontiers, added, "We congratulate Gauzy, GM, and its Cadillac division and the robust supply chain for automotive SPD-SmartGlass on this milestone. For large surface areas like panoramic roofs, SPD-SmartGlass is the ideal variable tint technology thanks to its rapid switching speed, wide light transmission range, and uniform tinting, without the ‘iris effect’ seen in slower, less consistent alternative technologies. SPD switches in just one to two seconds regardless of size, draws minimal power at only 0.06 watts per square foot, and requires no energy to remain dark when the vehicle is parked."

With ongoing serial production, Gauzy's SPD SmartGlass is poised for broader integration across future vehicle platforms as automakers focus on energy-efficient, software-defined cabins and enhanced passenger experiences.

References

[1] https://www.stocktitan.net/news/GAUZ/gauzy-in-collaboration-with-research-frontiers-announces-its-spd-kvhc3sblmzk8.html