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Opportunities for Smart Auto Glass NanoMarkets, LC March 2014

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Š 2014 NanoMarkets, LC


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ABOUT NANOMARKETS • NanoMarkets provides industry analysis of advanced materials markets in the energy and electronics sectors. We have been covering these activities for a decade. • Our work includes market, company and technology analysis, market forecasting and due diligence.

• Offerings include reports, custom consulting, seminars/webinars and in-house training. NanoMarkets is based in US, with extensive contacts all over the world.

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© 2014 NanoMarkets, LC


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ABOUT THE REPORT This report provides an in-depth analysis of the worldwide market for smart glass used in cars and trucks identifying the main opportunities that smart glass presents for glass and coatings makers as well as for the car firms themselves. In addition, the report includes an eight-year (volume and value) forecast of smart auto glass with breakouts by materials technology and functionality. The report incorporates a technology assessment of the latest smart glass technologies for the automotive sector including self-tinting glass, self-cleaning glass, self-healing glass, and automotive display glass. Applications covered are windshields, mirrors, sunroofs, other automotive windows and dashboards. The report also discusses the glass-related opportunities that NanoMarkets sees emerging as the result of the latest trends in automotive infotainment systems.

This report pinpoints the main trends that will shape the revenue potential of smart auto glass in the next decade. Noting that many of the smart glass technologies used in cars and trucks have low performance and short lifetimes, this report analyzes how performance will be improved and how this can lead to enhanced revenue streams for the firms involved with smart auto glass, both as technology providers and as OEMs.

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Š2014 NanoMarkets, LC


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RELATED REPORTS Smart Mirrors Markets 2013 Smart Glass in the Automotive Sector 2013 Smart Windows Materials Markets: 2014-2021 Smart Glass Opportunities in the Automotive Industry -2014

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SMART AUTO GLASS: MEANING

Electronics-embedded glass:Antennas and heaters have been embedded in-or laminated on-glass for decades, but now, we can also see potential market for other kinds of embedded glass .

Smart privacy glass:-

Smart mirrors:-

Here, it refers to PDLC glass, which is just another type of self-dimming glass. There is not much clarity about use of this product for general window applications.

A mature market for smart auto glass. Gentex has been selling smart mirrors for decades and the business still continues.

Self-cleaning glass:Various coatings are available but wiper less windshield still far from reality.

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S Self-dimming windows:For this, SPD technology seems to score better over electrochromic, photochromic and thermochromic

Self-healing glass:Are possible with coating capable of removing cracks from glass and mirrors but, more advanced products in this category are not yet available

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FACTORS INFLUENCING THE USE OF SMART AUTO GLASS Glass Type Self-Cleaning

Self-Repairing

Self-Tinting

DeviceEmbedded Glass

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Safety

Comfort

Design/style

Cleaner windshields make for safer driving. But at present these coatings are not ready for auto applications

Clear view enhances the driving experience for both the driver and passengers

Even though they are primarily introduced for their functionalities, they do add onto the style features of a vehicle

It might make auto glass more protected from scratches and cracks, but conventional auto glass do possess such features to some extent

Fuel Economy Not much clarity on impact on fuel economy

Even though they are primarily introduced for their functionalities, they do add onto the style features of a vehicle

Well deployed for auto mirrors and could add more controls to tinted windows

Glare and bright sunlight can be controlled, making it more comfortable for drivers and passengers

These features add onto coolness of vehicles

Self-dimming glass can enhance the capability of keeping inside of vehicles cool

Touch screen and HUDs may be the safest way to interact with complex dash display-or not

Touch screen and entertainment features may make some contribution to comfort

Dashboard being the key focus of design in cars, embedded sensors and other devices may help in this regard

May have some impact in the area of environmental control systems


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SELF-TINTED GLASS IN AUTOMOTIVE SECTOR AND THEIR TYPES Electrochromic

Status

Materials

Opportunities

Advantage

Future

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Photochromic

Thermochromic

PDLC

SPD

Dominant smart windows materials platform

Niche

Niche with limited dimming capabilities

Limited to privacy glass only

Niche products mainly used in autos

Polymers and transition metal oxides

Photochromic film Hybrid materials Catalytic platforms

Enormous potential, Vanadium dioxide is often referenced

Liquid crystals of various kinds

Polydiode and similar materials

More materials in this class that can be commercialized

New sales territories and more hybrid solutions

New materials platforms have considerable opportunities

Better power consumption, PDLC/EC, reverse PDLC, hybrids etc

Limited by RFI franchise, but better materials are being sought out

Low power consumption, good switching times

Unclear – maybe price

Low price and ease of integration into IGUS

Switching time and level of light blocking for large panels

Better manufacturing options, lower prices

Opportunity for innovations

Competition for conventional retrofit window film

Not much clarity on its ability to breakout from this niche as PDLC is just a form of privacy glass

Could be more widely used perhaps in a version using new materials. RFI seems open to new products

Š2014 NanoMarkets, LC


OTHER TYPES OF AUTOMOTIVE SMART GLASS

PDLC Privacy Glass:Just another kind of self-tinted technology, but as it never gets all that clear, not suitable for standard windows applications. More suitable for buildings but still finds its application as privacy glass in cars too. Most likely to be used in limousines and taxies.

Self-Cleaning Glass:There is a big safety-driven potential market for smart glass in automotive sector. There are limited simple coatings available which can enable self-cleaning properties in glass. Mostly used by small suppliers but again they are not really effective or long lasting.

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Smart Mirrors:Also called a self-tinted mirror, seems to be a mature part of smart auto glass market. But we see limited opportunities ahead, as this market is dominated by one company, Gentex. Some limited opportunities exists where these mirrors can be integrated with additional embedded functionality of some kind.

Self-Healing Glass:Very much similar to self-cleaning glass in regards to its development, but has huge market potential. From technical perspective they are much more difficult to create. However there are plenty of reasons, aesthetics and safety to name a few, for selfhealing glass to gain recognition.

Š2014 NanoMarkets, LC


EMBEDDED INTELLIGENCE IN SMART AUTO GLASS Heads-up displays:- Have been used in cars for many years

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in the form of systems to project images onto the windshield. However more sophisticated Heads-up displays likely to emerge, where windshield may become a transparent display.

Other Displays:-Gentex already offers a mirror with a video

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display that can be used for information delivery, alerts and notifications and owner’s manual information. This can be a model for the future of car displays.

Lighting:-Map lights or soft cabin lights can be embedded in glass. Functionality of windows and lighting could be merged together.

Solar panels as windows:-Solar panels can be integrated in windows that could run heating and lighting in cars.

Touch and gesture controls:-Touch controls are already present in cars, we expect to see more on touch controls followed by gesture control. There are big glass related opportunities but not in the immediate future.

Š2014 NanoMarkets, LC


FIRMS THAT WILL SHAPE SMART AUTO GLASS INDUSTRY Firms

Description Leading supplier of conventional window films with a strong brand name. Quite active in the auto windows space with many different kinds of products.

3M

Being a materials firm, 3M has the resources that can be a major influencer in the smart windows market. Dominant player in the auto mirror space and continues adding value through enhancements.

Gentex

May extend its electrochromic technology expertise into smart auto windows. Has already gone into smart aircraft windows business.

NSG/ Pilkington

RFI SWITCH Materials

NSG being a licensee of RFI’s SPD technology, also a supplier of self-cleaning windows through its Pilkington’s subsidiary, a company worth watching in smart windows segment Only company producing SPD technology but licenses more than 40 firms, Hitachi being one such material manufacturers Strong interest in auto glass and develops hybrid photochromic/ electrochromic glass Active in smart windows through a number of ways, one being ownership of Sage

Saint- Gobain

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Also offers SPD, self-cleaning glass and retrofit window products and a major supplier of auto glass

©2014 NanoMarkets, LC


OPPORTUNITIES FOR GLASS MAKERS

Large glass firms are the obvious beneficiaries from the trend towards the use of smart auto glass

AGC, Corning, Saint-Gobain, Guardian Industries, NSG/Pilkington and PPG are a few glass firms to watch in this space

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Several of these glass firms are involved in alliance with technical firms in order to make use of this trend

Š2014 NanoMarkets, LC


OPPORTUNITIES FOR SPECIALTY CHEMICAL COMPANIES

None of the big chemical companies other than 3 M seems to play an active role in the smart windows market at present

Other than 3M , BASF, DuPont, Eastman Chemical/Solutia, Solvay and Toray are other key firms to watch

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3M, world’s leading supplier of films has numerous non-dynamic solar films in its portfolio

©2014 NanoMarkets, LC


MARKET FORECAST: SMART AUTO GLASS BY GLASS TYPE 3,500

Smart mirrors seems to be the main driver and will continue driving demand for auto smart glass CAGR in coming eight is more years

In near future, we don’t see much growth for any particular type of glass, but selfcleaning, selfhealing and active self-dimming definitely have potential

Device-embedded and related 2,500

Self-repairing glass Self-cleaning glass

$ Millions

than 45%

3,000

2,000 Smart mirrors 1,500

PDLC privacy glass Active self-dimming windows

1,000

Passive self-dimming windows 500

0 2014 2015 2016 2017 2018 2019 2020 2021

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Š2014 NanoMarkets, LC


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CONTACT US Address: NanoMarkets, LC PO Box 3840 Glen Allen, VA 23058 Telephone / Fax 804-270-1718 804-360-7259

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Smart auto glass  

Information provided in this presentation are taken from NanoMarkets' report:-"Smart Glass Opportunities in the Automotive Industry—2014." I...

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