More than 70 Chinese and global automakers are unveiling over 100 new or refreshed EV and hybrid models at Auto Shanghai 2025 this week—intensifying an already cutthroat battle for market share in the world’s top auto market. With China’s consumer price war dragging into another year, the focus has shifted sharply toward next-generation technology—particularly automated driving and intelligent in-vehicle features—as the new front in the fight for sales and margins. Amid this backdrop, Gauzy Ltd. (NASDAQ: GAUZ/quote">NASDAQ: GAUZ) made a major leap forward, with Mercedes-Benz selecting the company’s dual smart glass stack for its new Vision V electric van. Other companies shaping the future of smart mobility include Gentex Corporation (NASDAQ: GNTX/quote">NASDAQ: GNTX), Corning Inc. (NYSE: GLW/quote">NYSE: GLW), Vuzix Corporation (NASDAQ: VUZI/quote">NASDAQ: VUZI) and Mobileye Global Inc. (NASDAQ: MBLY/quote">NASDAQ: MBLY)—leaders in materials, vision, and autonomous tech that are redefining what the modern vehicle looks and feels like.
Gauzy Ltd. (NASDAQ: GAUZ/quote">NASDAQ: GAUZ) is a fully-integrated global pioneer in light and vision control technologies, specializing in the development and manufacturing of advanced materials that dynamically manage light and transparency. With more than 1,300 customers, including major brands, in over 60 countries spanning automotive, aeronautics, architecture, and public transit, Gauzy’s innovations are reshaping industries.
At Auto Shanghai 2025, Mercedes-Benz unveiled its all-electric Vision V concept van featuring Gauzy’s (NASDAQ: GAUZ/quote">NASDAQ: GAUZ) dual smart glass technology—marking a first for the German automaker. Approximately 75% of the vehicle’s glazing incorporates Gauzy’s advanced SPD and PDLC stack, enabling dynamic control over transparency, shading, and privacy. This milestone reinforces the growing partnership between Gauzy and Mercedes-Benz, while highlighting the accelerating adoption of smart glass as a core feature in next-generation electric vehicles.
This isn’t the company’s first collaboration with a major automaker. In October 2024, Ferrari selected Gauzy Ltd. (NASDAQ: GAUZ/quote">NASDAQ: GAUZ) as a strategic supplier, integrating the company’s SPD (Suspended Particle Device) smart glass technology into the panoramic roof of its first-ever four-seater, the Purosangue. This marked Ferrari’s inaugural use of smart glass in a mass-produced vehicle, enhancing passenger comfort and vehicle design by allowing electrical control over glass transparency to reduce glare and heat without traditional shading systems.
The partnership underscores Gauzy’s growing influence in the automotive sector, aligning with its collaborations with other luxury brands like McLaren, Mercedes, and Cadillac.
In addition to its collaborations with major automakers, Gauzy (NASDAQ: GAUZ/quote">NASDAQ: GAUZ) has partnered with Ambarella to enhance its Smart-Vision® camera monitoring system (CMS) using Ambarella’s CVflow® AI system-on-chip. This integration brings advanced AI capabilities to Gauzy’s CMS, improving road safety through features like real-time hazard detection and adaptive maneuver lines. This AI-powered CMS is already operational in Ford Trucks, marking a significant step in the adoption of advanced safety technologies in commercial vehicles.
Gauzy also recently secured a renewal of its exemption from the Federal Motor Carrier Safety Administration (FMCSA), allowing its Smart-Vision® CMS to replace traditional mirrors on public transit buses across all 50 U.S. states, pending state-level approvals. This development opens the potential for retrofitting over 900,000 buses nationwide, significantly expanding the reach of Gauzy’s safety technologies.
On top of that, Gauzy (NASDAQ: GAUZ/quote">NASDAQ: GAUZ) is expanding its presence in the safety tech sector through a partnership with the Capital District Transportation Authority (CDTA) in New York State. As of October 2024, CDTA became the first US public transit agency to fully replace traditional side mirrors with Gauzy’s Smart-Vision® Advanced Driver Assistance System (ADAS) across its bus fleet.
The system uses high-definition cameras and interior displays to provide drivers with expanded visibility, automatic risk alerts, and improved situational awareness — especially in poor weather or low-light conditions. With plans to expand further across the US, this deployment marks a major step toward modernizing transit safety and reinforces Gauzy’s growing footprint in the North American commercial vehicle market.
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Key Developments in Smart Mobility, Vision Tech, and Materials Innovation
Mobileye Global Inc. (NASDAQ: MBLY/quote">NASDAQ: MBLY) is strengthening its position in the advanced driver-assistance systems (ADAS) market through a strategic collaboration with Volkswagen Group and Valeo. This partnership aims to integrate Mobileye’s cutting-edge camera, radar, and mapping technologies into Volkswagen’s upcoming MQB-based vehicle lineup, enhancing safety and driving comfort. The collaboration will enable features such as hands-free driving under specific conditions, traffic jam assist, hazard detection, parking assist, and driver monitoring. By combining high-quality hardware and software, the initiative supports Volkswagen’s transformation efforts, streamlining procurement, reducing complexity, and delivering cost-effective, high-quality solutions to customers.
Gentex Corporation (NASDAQ: GNTX/quote">NASDAQ: GNTX) reinforced its leadership in automotive smart glass and connected vehicle technologies at CES 2025, unveiling a suite of next-generation innovations designed to enhance driver safety, comfort, and connectivity. A highlight was the debut of film-based electrochromic sunroofs and dimmable sun visors. The sun visors feature integrated vanity mirrors and transparent displays capable of presenting key driver alerts and notifications, while the new film-based electrochromic sunroof glass offers a range of light transmission, lower current draw, and manufacturing flexibility for large panoramic roofs. Gentex also showcased its mirror-integrated driver and in-cabin monitoring systems, which track driver head pose, eye gaze, and other metrics to assess distraction, drowsiness, and sudden sickness.
Corning Inc. (NYSE: GLW/quote">NYSE: GLW) continues to solidify its leadership in advanced glass solutions with the launch of Corning® Gorilla® Glass Ceramic, a breakthrough material offering superior scratch resistance, drop protection, and aesthetic clarity. Originally engineered for premium mobile devices, this new glass ceramic has significant crossover potential in automotive applications—particularly for in-cabin displays, control panels, and smart surface integrations where both performance and visual quality are critical. As the automotive industry increasingly shifts toward digital cockpits and connected interiors, Corning’s innovations in durable, high-optic glass position it as a foundational supplier to next-generation vehicle design.
Vuzix Corporation (NASDAQ: VUZI/quote">NASDAQ: VUZI) is pushing the boundaries of augmented reality with the debut of its Ultralite™ Pro and Ultralite™ SLE OEM reference designs at CES 2025. These next-gen smart glasses offer lightweight, energy-efficient AR experiences powered by waveguide optics and microLED displays, with built-in AI capabilities like voice command and real-time translation. Designed as turnkey platforms for OEMs and ODMs, the Ultralite lineup positions Vuzix as a strategic enabler for hands-free, connected experiences—including potential applications in automotive, such as in-vehicle navigation, driver assistance, and real-time data visualization. As demand for seamless AR integration grows across mobility sectors, Vuzix is emerging as a key player in the evolution of intelligent interfaces and smart glass deployment.
In January 2025, Gauzy Ltd. (NASDAQ: GAUZ/quote">NASDAQ: GAUZ) introduced its first-ever black Suspended Particle Device (SPD) Smart Glass at CES 2025, addressing strong demand from the automotive, aeronautics, and architecture sectors for a darker, neutral-toned dimmable glass. This new product maintains the performance of existing SPD offerings while providing a sleek black appearance, enhancing design aesthetics and visual comfort. The black SPD Smart Glass is expected to be available for commercial orders and serial production in the future.
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6) This document contains forward-looking information and forward-looking statements, within the meaning of applicable Canadian securities legislation, (collectively, “forward-looking statements”), which reflect management’s expectations regarding Gauzy Ltd.s future growth, future business plans and opportunities, expected activities, and other statements about future events, results or performance. Wherever possible, words such as “predicts”, “projects”, “targets”, “plans”, “expects”, “does not expect”, “budget”, “scheduled”, “estimates”, “forecasts”, “anticipate” or “does not anticipate”, “believe”, “intend” and similar expressions or statements that certain actions, events or results “may”, “could”, “would”, “might” or “will” be taken, occur or be achieved, or the negative or grammatical variation thereof or other variations thereof, or comparable terminology have been used to identify forward-looking statements. These forward-looking statements include, among other things, statements relating to: (a) revenue generating potential with respect to Gauzy Ltd.s industry; (b) market opportunity; (c) Gauzy Ltd.’s business plans and strategies; (d) services that Gauzy Ltd. intends to offer; (e) Gauzy Ltd.’s milestone projections and targets; (f) Gauzy Ltd.s expectations regarding receipt of approval for regulatory applications; (g) Gauzy Ltd.’s intentions to expand into other jurisdictions including the timeline expectations relating to those expansion plans; and (h) Gauzy Ltd.’s expectations with regarding its ability to deliver shareholder value. Forward-looking statements are not a guarantee of future performance and are based upon a number of estimates and assumptions of management in light of management’s experience and perception of trends, current conditions and expected developments, as well as other factors that management believes to be relevant and reasonable in the circumstances, as of the date of this document including, without limitation, assumptions about: (a) the ability to raise any necessary additional capital on reasonable terms to execute Gauzy Ltd.’s business plan; (b) that general business and economic conditions will not change in a material adverse manner; (c) Gauzy Ltd.’s ability to procure equipment and operating supplies in sufficient quantities and on a timely basis; (d) the accuracy of budgeted costs and expenditures; (e) Gauzy Ltd.’s ability to attract and retain skilled personnel; (f) political and regulatory stability; (g) the receipt of governmental, regulatory and third-party approvals, licenses and permits on favorable terms; (h) changes in applicable legislation; (i) stability in financial and capital markets; and (j) expectations regarding the level of disruption to as a result of CV-19. Such forward-looking information involves a variety of known and unknown risks, uncertainties and other factors which may cause the actual plans, intentions, activities, results, performance or achievements of Gauzy Ltd. to be materially different from any future plans, intentions, activities, results, performance or achievements expressed or implied by such forward-looking statements. Such risks include, without limitation: (a) Gauzy Ltd.’s operations could be adversely affected by possible future government legislation, policies and controls or by changes in applicable laws and regulations; (b) public health crises such as CV-19 may adversely impact Gauzy Ltd.’s business; (c) the volatility of global capital markets; (d) political instability and changes to the regulations governing Gauzy Ltd.’s business operations (e) Gauzy Ltd. may be unable to implement its growth strategy; and (f) increased competition.
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