With the development of automobile intelligence, all kinds of automobile parts are becoming more and more intelligent and "advanced". In recent years, many newly released cars have been equipped with dimming I. Event Background
" On December 23, 2022, at the launch of Huawei's winter flagship new products, The first Hongmeng automobile "AITO M5", which Huawei cooperated with Celis, made a collective appearance and attracted a lot of attention. With the concept of automobile intellectualization warming up, the increase of bicycle glass consumption has become a major trend in the automotive industry. In addition to the original safety function, automotive glass has been endowed with new functions such as intelligence, comfort and energy saving under the background of the new four modernizations of automobiles. It is reported that in 2025, the use area of bicycle supporting glass is expected to increase by 9%, the value per square meter is expected to increase by 24%, and the overall value of bicycle supporting glass is expected to increase by 35%.
2. According to the classification of automobile dimming glass
, intelligent dimming glass can be divided into electronic control, temperature control, light control, pressure control and other types according to the different ways of realization, among which the electronic control type is the most mainstream. Specific to the automotive field, there are three main types of dimming glass, according to the time of mass production, they are PDLC (polymer dispersed liquid crystal), SPD (suspended particles) and EC (electrochromic), all of which belong to electrically controlled dimming glass, but there are differences in principle and effect.
2) privacy: the dimming glass can intelligently adjust the transparency of the glass, so that it has an excellent privacy protection function, and there is no need to install a sunshade;
3) Practicality: the dimming glass has a high heat insulation effect, can block more than 99% of ultraviolet rays and more than 98% of infrared rays, shield part of the infrared rays to reduce heat radiation and transmission, and in addition, the dimming film and the film in the middle of the dimming glass have a sound damping effect and can partially block noise;
4) Entertainment: The dimming glass is a very good projection screen, with projection, the imaging effect is clear and outstanding, the car immediately into a mobile movie hall, anytime, anywhere to enjoy the film and television blockbuster; And
5) safety: the dimming film and the film in the middle of the dimming glass also improve the impact resistance of the glass, can prevent breakage and prevent splashing of fragments, has good impact resistance, and enhances the safety performance of the automobile.
2. The continuous penetration of panoramic skylight is
the evolution path of automobile skylight roof, the most obvious feature of which is the increase in quantity and the key step of price reduction. First of all, the volume increases, from the roof without skylight to the roof with small skylight to the roof with panoramic skylight to the panoramic skylight. The panoramic skylight is 2-3 times the size of the traditional panoramic skylight, and the glass area of the automobile glass bicycle increases "absolutely"; The second is the key step of price reduction, that is, from the panoramic skylight roof to the panoramic skylight glass, the price is reduced from more than 3000 yuan to 1000-2000 yuan, which is equivalent to the price close to the small skylight roof, enjoying the effect of the panoramic skylight, and Fuyao glass is also switched from Tier2 to Tier1.
4. Subdivision track
1. PDLC dimming glass
PDLC dimming glass structure mainly includes glass, PVB, conductive layer, PDLC liquid crystal film, etc. It can be understood that PDLC dimming glass is made of two pieces of glass, two pieces of PVB film and one piece of PDLC liquid crystal dimming film through high temperature and high pressure, so its price is related to glass, PVB film and PDLC liquid crystal dimming, and the most influential factors are glass and dimming film.
The automotive glass market is oligopolistic, and Fuyao Glass leads the industry. The global automotive glass leader reduces production costs through self-supply of float glass, and forms an oligopoly pattern in the automotive glass industry under economies of scale. In 2020, the top five global suppliers of automotive glass were Fuyao Glass (28%), Asahi Glass (26%), Plate Glass (17%), Saint-Gobain (15%) and Xinyi Glass (8%), and China Fuyao Glass became the global leader in the automotive glass industry.
2. Midstream analysis
Midstream is a manufacturer that can provide automotive dimming glass. Generally speaking, the global glass leaders represented by Fuyao Glass, Plate Glass, Asahi Glass, Saint-Gobain and Webasto have a layout in the field of dimming glass. Fuyao Glass is in the leading position with its comprehensive glass products (PDLC, thermochromism, EC), faster and newer production progress (Geely Polar Helium 001, Guangzhou Automobile AION S PLUS, Lantu FREE).
3. The increase in the penetration rate of panoramic skylight glass has given birth to the trend of intelligent automobile demand
for dimming glass. Glass is the core visual output carrier of intelligent automobile data flow, in which panoramic skylight glass improves the appearance, space and experience of the whole vehicle, in the era of differentiated selling points. It has been adopted by Tesla Model 3/Y/S, Xiaopeng P7, Weilai EC6/ET7, Changan UNIT, Geely Xingrui and other mainstream new forces and independent brands. Panoramic Sky Curtain, with its great coverage, is expected to become the "fourth screen" in the car. The importance of the heat insulation problem caused by the strong sunshine of the
panoramic sky curtain glass is highlighted, and the dimming glass emerges as the times require by virtue of its functions of heat insulation, sound insulation and privacy. Heavy electric smart cars such as Lantu FREE, GAC Ean AION S PLUS, and polar helium 001 begin to carry the dimming sky curtain glass, and the development prospects are promising.
In recent years, panoramic skylight glass has been continuously penetrated, and the penetration rate is expected to exceed 5% this year. According to the statistics of models sold or about to be sold by mainstream brands, It is estimated that the penetration rate of glass roof in China in 2020H1/2020/2021 will be about 2.5%/3.24%/5 respectively.
VII. Market space
Considering that the models with panoramic skylight glass with dimming function on the market are concentrated in polar helium 001, Lantu FREE, Electric smart cars, represented by AION S PLUS, are expected to account for about 5% of panoramic skylight glass models at present (sales of dimming glass models are expected to be less than 50000 in 2021 and 150000 in 2022), and the proportion is expected to reach 30% in 2025, taking into account the willingness of the main engine factory to carry them in the future. The corresponding global market size of automotive dimming glass will increase from 430 million yuan in 2021 to 14.78 billion yuan in 2025, with a CAGR of 143%; The size of the domestic automotive dimming glass market will increase from RMB 150 million in 2021 to RMB 56 million in 2025.
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