Gauzy is Proud to Announce Air France Selection of Gauzy’s Technology for its New 5-Window La Première First-Class Suites on Boeing 777 Models

Rhea-AI Summary

Gauzy (Nasdaq: GAUZ), a leader in vision and light control technologies, announces that Air France-KLM Group, the world's 6th-largest airline by revenue, has chosen Gauzy's electromechanical shading system for its new La Première first-class 5-window suites on Boeing 777 fleet.

The partnership targets the airline shading and lighting market, valued at $600 million annually with an expected 6.4% CAGR from 2023-2028. Gauzy's technology allows passengers to control light settings between translucent and blackout modes, while providing centralized control for crew members.

The company currently dominates the cockpit shading market with over 95% share and is in serial production for cabin shades with several airline OEMs, including Embraer, HondaJet, and Daher. Gauzy aims to expand this technology across architecture and automotive markets.

Positive

• Secured contract with Air France, world's 6th-largest airline by revenue
• Dominates cockpit shading market with 95% market share
• Operating in a $600M market with 6.4% CAGR (2023-2028)
• Established partnerships with multiple airline OEMs including Embraer, HondaJet, and Daher

Negative

• None.

Insights

Aerospace Industry Analyst

Gauzy's contract with Air France for premium cabin shading validates their technology and expands their foothold in a growing $600M aviation market.

Gauzy's selection by Air France-KLM Group, the world's 6th-largest airline by revenue, represents a significant win in the aviation components sector. The implementation of Gauzy's electromechanical shading system in Air France's new 5-window La Première first-class suites on select Boeing 777 aircraft positions the company in the ultra-premium segment of commercial aviation.

This contract expands Gauzy's presence in the cabin shading market, complementing its already dominant 95% market share in cockpit shading. The company has established relationships with aircraft manufacturers including Embraer, HondaJet, and Daher, creating a solid foundation in aviation.

The advanced double-pleated shading system offers both translucent and blackout settings, giving passengers personalized control while providing centralized management capabilities for crew members. This functionality reduces maintenance costs and streamlines aircraft cleaning operations.

What makes this particularly notable is the competitive landscape. As the article states, the "specialized expertise required for aviation-grade light control systems" is "confined to just a few qualified suppliers globally." This creates substantial barriers to entry and strengthens Gauzy's competitive position in the $600 million annual addressable market that's growing at a 6.4% CAGR through 2028, according to Frost & Sullivan data cited in the announcement.

Financial Analyst

Air France partnership validates Gauzy's premium positioning and growth strategy in a $600M market, significant for a $168M market cap company.

This partnership with Air France represents a meaningful commercial validation for Gauzy in the high-margin aviation sector. While specific contract value isn't disclosed, the selection by the world's 6th-largest airline by revenue for its premium first-class suites signals confidence in Gauzy's technology and positions the company for potential fleet-wide opportunities.

For context, Gauzy's current market capitalization of $168 million makes this contract with a global aviation leader particularly significant. The company is targeting an annual $600 million total addressable market that's projected to grow at a 6.4% CAGR through 2028, according to Frost & Sullivan data cited in the announcement.

Gauzy's existing 95% market share in cockpit shading demonstrates its ability to achieve dominant positions in specialized segments. This Air France contract could accelerate their penetration of the cabin shading market while providing reference customer validation for additional airline contracts.

The announcement also highlights Gauzy's strategy to leverage its aviation success into other high-growth markets, specifically architecture and automotive applications. This cross-sector expansion potential enhances the long-term growth outlook beyond aviation.

CEO Eyal Peso's statement about generating "sustained value for shareholders and customers" reinforces management's focus on translating these strategic wins into financial performance, critical for a smaller public company seeking to establish market leadership.

Expands Gauzy’s Growing Market Share in Airline Shading and Lighting, a $600 Million Annual Total Addressable Market

World’s 6^th-largest Airline by Revenue Chooses Gauzy’s Double-Pleated Shading Solution to Optimize Light and Temperature Control in Cabins

NEW YORK and TEL AVIV, Israel, April 22, 2025 (GLOBE NEWSWIRE) -- Gauzy Ltd. (Nasdaq: GAUZ), a global leader in vision and light control technologies, today announced that Air France-KLM Group (AF.PA), the 6^th-largest airline in the world by revenue, has selected Gauzy’s innovative electromechanical shading system to be a standard feature of its new La Première first-class suites that it recently unveiled on a select of its Boeing 777 fleet, one of the world’s most popular wide-bodies aircrafts. The luxurious La Première suites mark the first time Air France has offered 5-window suites aboard its aircrafts, providing Gauzy with a major opportunity to continue expanding its growing share in airline shading and lighting, currently estimated to be an annual $600 million total addressable market that is expected to grow at a compounded annual growth rate of 6.4% between 2023 and 2028, according to Frost & Sullivan.

Gauzy’s advanced light control technologies have continued to capture market share in airline cabin shading while solidifying its dominance in cockpit shading – now at more than 95%. The company is in serial production for cabin shades with several airline OEMs, either directly or indirectly, including Embraer, HondaJet and Daher, and expects to further advance the use of this shading technology across two of its other high-growth end markets: architecture and automotive.

"This partnership with Air France exemplifies our strategy of aligning with industry leaders who set the standard for passenger experience," said Eyal Peso, CEO of Gauzy. "By integrating our shading technology into Air France’s meticulously designed La Première's suites, we're enabling a seamless blend of privacy, comfort, and personalization that today's premium travelers demand. With the specialized expertise required for aviation-grade light control systems confined to just a few qualified suppliers globally, Air France's selection of Gauzy underscores our technical leadership in this growing segment and the type of clientele who chose to partner with us."

Gauzy’s award-winning electromechanical double-pleaded shading system is considered one of the leading solutions in the market for optimizing light and temperature control in airplane cabins. Passengers can choose either the translucent setting to allow light to enter their suite or the blackout setting for total darkness. Moreover, crew members will have centralized control of the shades, saving them valuable time, reducing replacement costs, and eliminating the need to manually open or close shades while cleaning the aircraft.

Peso continued, "We are seeking to apply the dominance we have in cockpit shading to cabin shading and believe that we can get there given the quality of our technology and our penchant for innovation. We have a passion for leveraging our expertise in light and vision control to transform the industries we serve and generate sustained value for our shareholders and customers. We will continue pushing the envelope as it relates to product advancement so that we can achieve our desired growth objectives and strategic priorities."

To read more about Air France La Première suites, click here.

About Gauzy
Gauzy Ltd. is a fully-integrated light and vision control company, focused on the research, development, manufacturing, and marketing of vision and light control technologies that are developed to support safe, sustainable, comfortable, and agile user experiences across various industries. Headquartered in Tel Aviv, Israel, the company has additional subsidiaries and entities based in Germany, France, the United States, Canada, China, Singapore, and the United Arab Emirates. Gauzy serves leading brands across aeronautics, automotive, and architecture in over 30 countries through direct fulfillment and a certified and trained distribution channel.

Forward-Looking Statements
This press release contains forward-looking statements. Forward-looking statements contained in this press release include, but are not limited to, statements regarding Gauzy’s strategic and business plans, technology, relationships, objectives and expectations for its business, growth, the impact of trends on and interest in its business, intellectual property, products and its future results, operations and financial performance and condition and may be identified by the use of words such as “may,” “seek,” “will,” “consider,” “likely,” “assume,” “estimate,” “expect,” “anticipate,” “intend,” “believe,” “do not believe,” “aim,” “predict,” “plan,” “project,” “continue,” “potential,” “guidance,” “objective,” “outlook,” “trends,” “future,” “could,” “would,” “should,” “target,” “on track” or their negatives or variations, and similar terminology and words of similar import, generally involve future or forward-looking statements. All statements other than statements of historical fact are forward-looking statements. Forward-looking statements reflect Gauzy’s current views, plans, or expectations with respect to future events and financial performance. They are inherently subject to significant business, economic, competitive, and other risks, uncertainties, and contingencies. Forward-looking statements are based on Gauzy’s current expectations and are subject to inherent uncertainties, risks and assumptions that are difficult to predict including, without limitation, the following: Gauzy invests significant effort and capital seeking validation of its light and vision control products with OEMs and Tier 1 suppliers, mainly in the aeronautics and automobile markets, and there can be no assurance that it will win production models, which could adversely affect its future business, results of operations and financial condition; failure to make competitive technological advances will put Gauzy at a disadvantage and may lead to a negative operational and financial outcome; Gauzy being an early growth-stage company with a history of losses and its anticipation that it expects to continue to incur significant losses for the foreseeable future; its operating results and financial condition have fluctuated in the past and may fluctuate in the future; it is exposed to high repair and replacement costs; it may not be able to accurately estimate the future supply and demand for its light and vision control products, which could result in a variety of inefficiencies in its business and hinder its ability to generate revenue; if it fails to accurately predict its manufacturing requirements, it could incur additional costs or experience delays; the estimates and forecasts of market opportunity and market growth it provides may prove to be inaccurate, and it cannot assure that its business will grow at similar rates, or at all; it may be unable to adequately control the capital expenditures and costs associated with its business and operations; it may need to raise additional capital before it can expect to become profitable from sales of its light and vision control products, which such additional capital may not be available on acceptable terms, or at all, and failure to obtain this necessary capital when needed may force it to delay, limit or terminate its product development efforts or other operations; shortages in supply, price increases or deviations in the quality of the raw materials used to manufacture its products could adversely affect its sales and operating results; its business, financial condition and results of operations could be adversely affected by disruptions in the global economy caused by the ongoing conflict between Russia and Ukraine; it is subject to, and must remain in compliance with, numerous laws and governmental regulations across various countries concerning the manufacturing, use, distribution and sale of its light and vision control products, and some of its customers also require that it complies with other unique requirements relating to these matters; if it is unable to obtain, maintain and protect effective intellectual property rights for its products throughout the world, it may not be able to compete effectively in the markets in which it operates; the market price of its ordinary shares may be volatile or may decline steeply or suddenly regardless of its operating performance, and it may not be able to meet investor or analyst expectations; its indebtedness could adversely affect its ability to raise additional capital to fund operations, limit its ability to react to changes in the economy or its industry and prevent it from meeting its financial obligations; it has limited operating experience as a publicly traded company in the United States; conditions in Israel could materially and adversely affect its business; and any other risks and uncertainties, including, but not limited to, the risks and uncertainties in the Company’s reports filed from time to time with the SEC, including, but not limited to, the risks detailed in the Company’s prospectus (Registration No. 333-278675), dated June 5, 2024 and filed with the SEC. Further, certain forward-looking statements are based on assumptions as to future events that may not prove to be accurate. The inclusion of forward-looking statements in this or any other communication should not be considered as a representation by Gauzy or any other person that current plans or expectations will be achieved. Forward-looking statements speak only as of the date on which they are made, and Gauzy undertakes no obligation to publicly update or revise any forward-looking statement, whether as a result of new information, future developments, or otherwise, except as otherwise required by law.

IR and Media Contact Info
For Gauzy:
Media – press@gauzy.com
Investors – ir@gauzy.com

FAQ

What is the market size for airline shading and lighting that Gauzy (GAUZ) is targeting?

The airline shading and lighting market is currently valued at $600 million annually, with an expected compound annual growth rate of 6.4% between 2023 and 2028, according to Frost & Sullivan.

Which airlines are currently using Gauzy's (GAUZ) cabin shading technology?

Gauzy is in serial production for cabin shades with several airline OEMs including Embraer, HondaJet, and Daher, and now Air France for its La Première first-class suites.

What is Gauzy's (GAUZ) current market share in cockpit shading?

Gauzy dominates the cockpit shading market with over 95% market share.

How does Gauzy's (GAUZ) shading system work in Air France's new La Première suites?

The electromechanical double-pleated shading system offers passengers control between translucent and blackout settings, while providing centralized control for crew members.