市场调查报告书
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1583750
中国汽车智慧玻璃市场(2024年)China Automotive Smart Glass Research Report, 2024 |
1.由于全景雨篷安装数量的增加,智慧光控玻璃的需求将会增加。
2024年,我国乘用车将配备全景天窗116万辆,年增6.5%,占总量的12.0%。
在这种情况下,全景天幕的广泛使用面临着光控和隔热的严峻课题。智慧调光玻璃凭藉其独特的优势,可以满足市场的严苛需求。越来越多的主机厂在推出全景天窗车型时将智慧调光玻璃作为高阶或选配功能,旨在为消费者提供更灵活、舒适、节能的乘坐环境。
案例一:Avatr 12配备前智慧调光变色挡风玻璃和智慧调光全景天篷。
Avatr 12高配版配备了智慧感光前挡风玻璃和智慧感光全景天篷,有效阻挡阳光、阻挡热量、提供隐私的同时,确保超宽视野得到保障。其中,智慧感光变色前挡风玻璃采用5层夹层玻璃,具有自适应感光功能,照射面积高达2.57平方米,能量透过率低,紫外线防护能力强。智慧感光全景天篷采用 7 层层压板天篷,具有区域控制功能,可在 90 秒内实现全色彩变化。 7层层压智慧感光全景天幕,支援分区控制,90秒变色。
案例2:蔚来ET7配备区域控制智慧调光全景天篷。
2024 ET7 的 Executive Signature 版本配备分区智慧调光全景顶篷。采用EC感光技术,智慧感知周围光线并主动调节遮光,提供防晒隔热,保护您的隐私。顶篷前后均可单独调整。前区和后区可分4级独立调节,可阻挡99.9%的紫外线和86.3%的热量。
目前,智慧调光玻璃主要应用于汽车天窗/顶篷。随着技术的成熟,调光玻璃逐渐融入车门玻璃、后角窗、前/后挡风玻璃等核心零件,玻璃天线技术也应用于天窗、前挡风玻璃、车门玻璃等,其表现出多功能性和高集成度。
案例一:新HongqiH9后窗具有无段调光功能。
新款HongqiH9配备无段LC调光玻璃,支援-20℃至85℃大温度范围智慧调光,可阻挡99.9%的紫外线及99.5%的可见光。开启调光功能后,可手动调整左右视窗的亮度并储存亮度。更重要的是,LC调光玻璃提供了极致的隐私,确保车外的任何人都无法看到您的车内,并且在车内的视野也不受阻碍。它超越了传统的灰色玻璃,即使在夜间开灯的情况下也能完美保护您的隐私。
案例2:ZEEKR 009在天窗上安装了卫星通讯天线玻璃。
ZEEKR 009的天窗采用金属镀膜技术的一体化天线,不仅能起到隔热、遮光的作用,还能实现高精度的汽车卫星通讯。当发生紧急情况时,例如地面网路损坏时,车辆可以透过卫星天线自主发出警报。
本报告对中国汽车智慧玻璃市场进行了研究分析,详细介绍了调光玻璃和玻璃天线技术的最新进展,分析了代表性车型,并提供了供应商布局和市场占有率,综上,我们预测了未来的发展趋势。
Research on automotive smart glass: How does glass intelligence evolve?
1.The increase in panoramic canopy installations drives higher demand for smart dimming glass
Driven by the demand for vertical space utilization of new energy vehicles and consumer demand for better cockpit experience, the panoramic canopy market is growing rapidly In the first half of 2024, 1.16 million passenger cars in China were equipped with panoramic canopies, representing a 6.5% increase compared to the same period last year and accounting for 12.0%.
Against this background, the widespread application of panoramic canopies has encountered a severe challenge - dimming and heat insulation. With its unique advantages, smart dimming glass can meet the rigid market demand. More and more OEMs are offering smart dimming glass as a high-end or optional feature when launching models equipped with panoramic canopies, aiming to provide consumers with a more flexible, comfortable and energy-saving riding environment.
Case 1: Avatr 12 is equipped with a front intelligent light-sensitive color-changing windshield and an intelligent light-sensitive panoramic canopy
The top configuration version of Avatr 12 is equipped with an intelligent light-sensitive front windshield and an intelligent light-sensitive panoramic canopy, which can effectively block the sun, insulate heat and protect privacy while ensuring an ultra-wide field of view. Among them, the intelligent light-sensitive color-changing front windshield uses 5-layer laminated glass with adaptive light-sensitive function, with a lighting area of up to 2.57 square meters, low energy transmittance and strong ultraviolet defense; the intelligent light-sensitive panoramic canopy uses 7-layer laminated canopy, which supports Zone control enables full color change within 90 seconds. The 7-layer laminated intelligent light-sensitive panoramic canopy supports zonal control, and changes color within 90 seconds.
Case 2: NIO ET7 is equipped with a zoned smart dimming panoramic canopy
The 2024 ET7 executive signature version is equipped with a zoned smart dimming panoramic canopy, which uses EC light sensing technology to intelligently perceive ambient light, actively adjust shading, provide sun protection and heat insulation, and protect privacy. It can adjust the front and rear of the canopy separately. It supports four levels of independent adjustment for the front and rear zones, and can block 99.9% of ultraviolet rays and 86.3% of heat.
At present, smart dimming glass is mainly used in automotive sunroofs/canopies. As the technology matures, dimming glass has gradually been integrated into core parts such as door glass, rear corner windows, front/rear windshields, etc.; and glass antenna technology has also been applied to sunroofs, front windshields, door glass, etc., demonstrating its versatility and high integration.
Case 1: The rear windows of the new Hongqi H9 feature stepless dimming
The new Hongqi H9 equipped with stepless LC dimming glass supports wide temperature intelligent dimming from -20°C to 85°C and can block 99.9% of ultraviolet rays and 99.5% of visible light. After the dimming function is turned on, the brightness of the left/right windows can be manually adjusted and the brightness can be stored. In addition, LC dimming glass offers ultimate privacy, ensuring that no one outside the car can peek into the car, while the view inside the car is unobstructed. It surpasses traditional gray glass to perfectly protect privacy even when the screen is always on at night.
Case 2: ZEEKR 009 installs satellite communication antenna glass on the sunroof
The antenna is integrated into the sunroof of ZEEKR 009 through metal coating technology, which not only achieves heat insulation and sun protection, but also enables high-precision automotive satellite communication. In emergency situations, such as when the ground network is damaged, the vehicle can autonomously alarm through the satellite antenna.
The global automotive glass market is highly concentrated, with four leading companies accounting for approximately 90% of the market. According to public information, China-based Fuyao Glass ranked first with about 34% market share in 2023, followed by AGC with 23%, NSG with 18% (in FY2024) and Saint-Gobain with 14%.
With the accelerated development of automotive intelligence and connectivity, the manufacturing and research and development of automotive smart glass which is a core component of the vehicle is no longer limited to glass suppliers. OEMs are also actively involved, forming an ecosystem in which suppliers and OEMs participate. In this ecosystem, suppliers leverage their excellent manufacturing capabilities and professional technologies to produce high-performance smart glass products; OEMs vigorously join in the research and development process, gain insights into changes in market demand, and meet users' growing demand for personalization and customization, further broadening the application scope of automotive smart glass.
Case 1: Fuyao's panoramic canopies feature starry domes and projection functions
The starry dome can be customized with patterns and create a romantic atmosphere with gorgeous lights. The projection canopy can display high-definition images in full color, forging an exclusive "private cinema" in the cockpit.
Case 2: GAC Honda enables immersive somatosensory games on rear windows based on dimming glass technology
The window interactive display patent disclosed by GAC Honda in June 2023 uses double-layer dimming glass and double-sided OLED screen technology. Combined with the in-cockpit human recognition system, it brings an unprecedented immersive somatosensory gaming experience to rear passengers, significantly improving the interactivity and entertainment in the car.