The Rearview Mirror Is Dead—AI Cameras Are Taking Over

In the next phase of the automotive revolution, the biggest shift may not come from fully autonomous vehicles, but from the layer just beneath it: advanced driver assistance systems, or ADAS.

These are the technologies that help cars see, think, and react—long before full self-driving arrives. And they’re quietly becoming the new battleground for safety, compliance, and consumer trust.

Governments in the US, Europe, and Asia are mandating more advanced safety features in all vehicles, forcing automakers to rethink what comes standard. At the same time, insurers are beginning to reward vehicles with embedded ADAS, pushing adoption even further. The result: a projected $158 billion global market by 2034, according to Precedence Research.

But unlike the EV race, where a few big players dominate, the ADAS space is wide open and fragmented.

A Fragmented Race for Vision and Perception

Tesla continues to push a controversial camera-only system. Nvidia’s DRIVE platform powers dozens of OEMs. Mobileye, spun out of Intel, remains the vision leader in many mass-market cars. Others like Qualcomm (via its acquisition of Veoneer), Aptiv, and Innoviz are carving out market share with radar, LIDAR, and sensor fusion systems.

And then there are the lesser-known—but increasingly vital—players embedding intelligence into vehicle components not traditionally thought of as “smart.”

The Rise of Intelligent Materials

This is where innovation is accelerating. Automakers are now experimenting with embedding AI directly into the physical layers of the car—turning windows, mirrors, body panels, and even paint into sensing interfaces.

One example: Tel Aviv-based Gauzy Ltd. (NASDAQ: GAUZ/quote">NASDAQ: GAUZ), which began as a smart glass company and has moved into embedded AI camera systems for buses, commercial vehicles, and EVs. Its ADAS products aren’t just mounted on dashboards or bumpers—it’s an integrated system embedded into complex vehicles from both inside and out, offering a suite of capabilities. Gauzy’s systems are already being used across transit fleets in Europe and North America, where blind-spot detection and pedestrian alerts are crucial. The company operates manufacturing facilities in Israel, the US, France, and Germany, providing flexibility amid growing regulatory complexity.

But Gauzy Ltd. (NASDAQ: GAUZ/quote">NASDAQ: GAUZ) isn’t alone. Magna, Gentex, and Continental are also embedding intelligence into physical components. Magna has experimented with integrating radar into bumpers and body cladding. This signals a trend: the vehicle’s skin is becoming part of the computer.

Growth Indicators and Market Momentum

After a record-breaking fiscal 2024, Gauzy just delivered Q1 2025 results that point to a company hitting its stride. 

The quarter closed with a growing purchase order backlog of $35.7 million. While the markets and customers proceeded with caution in the face of tariff uncertainties, Gauzy moved quickly to align on production schedules and keep deliveries on track. That responsiveness is already paying off. 

Gauzy Ltd. (NASDAQ: GAUZ/quote">NASDAQ: GAUZ) reported full-year revenue of $103.5 million, representing 32.8% year-over-year growth. Gross margin reached a record 28.7%, and the company ended the year with total available liquidity of $40.6 million, including a $35 million undrawn credit facility.

Hardware + AI = The New Interface

As vehicle software stacks evolve, the challenge isn’t just writing code—it’s figuring out where intelligence should live. And increasingly, it’s not just in chips or central processors.

The decentralization of sensors is reshaping automotive architecture. Redundancy is key: if one input fails, others must compensate. That’s why we’re seeing a proliferation of overlapping systems: camera + radar, LIDAR + thermal imaging, ultrasonic + AI.

This overlap isn’t wasteful. It’s becoming essential as cars transition from assistance to autonomy.

Regulatory Pressure and Regional Complexity

In 2024, the European Union’s General Safety Regulation advanced new regulations requiring safety systems like Blind Spot Information Systems (BSIS) and Moving Off Information Systems (MOIS) in commercial vehicles – technologies that Gauzy supports.

Globally, companies developing ADAS and Camera Monitoring Systems (CMS) must also comply with evolving standards like UNECE R46 for indirect vision, ISO 16505 for CMS performance, and ISO 26262 for functional safety, with similar legislation under discussion in the U.S. and Asia.

This has made compliance a key differentiator for ADAS suppliers. Companies with the ability to manufacture regionally, meet local certifications, and adapt quickly to shifting mandates hold a major advantage.

Gauzy Ltd. (NASDAQ: GAUZ/quote">NASDAQ: GAUZ), for instance, aligns with ISO 16505—the highest standard for camera monitor performance—reinforcing its leadership in ADAS and CMS integration. The company also complies with key EU regulations such as UNECE R46 for indirect vision systems, R10 for electromagnetic compatibility, and R118 for flammability in commercial vehicles, as well as global standards like ISO 26262 for functional safety and ISO 16750 for environmental durability.

These benchmarks position Gauzy competitively in the evolving ADAS landscape, particularly in Europe. While others like Aptiv and Bosch are also building regional ADAS capabilities, Gauzy’s early alignment with these technical standards enhances its relevance across OEM supply chains.

From Cockpits to Concept Vans: Where It’s Headed

Across the industry, automakers are highlighting ADAS in their concept and production models. Ford Truck’s F-MAX, featuring Gauzy’s AI-based Advanced Driver Assistance System (ADAS), has officially entered series production and is now being delivered to end customers as part of Ford’s commercial vehicle lineup.

Elsewhere, Air France – the world’s sixth-largest airline by revenue – has deployed Gauzy’s electromechanical shading systems in its La Première first-class cabins. The integration highlights Gauzy’s smart glass as a proven, dual-use platform gaining traction across both aviation and automotive sectors.

Conclusion: The ADAS Platform War Is Just Getting Started

The next decade won’t be defined solely by who builds the first Level 5 autonomous vehicle. It will be defined by which companies turn everyday car components into active, intelligent safety systems.

That means cameras in mirrors. Sensors in windows. Intelligence embedded into every corner of the vehicle.

Companies like Mobileye and Nvidia will remain dominant in compute and vision. But the broader ADAS race – where compliance, integration, and physical design converge – is still wide open.

And in that space, the winners will be those who can think beyond silicon and see opportunity in glass, steel, and the road ahead.

Click here to dive into the latest news from Gauzy Ltd. (NASDAQ: GAUZ/quote">NASDAQ: GAUZ).

Featured Image @ Gauzy

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6) This document contains forward-looking information and forward-looking statements within the meaning of applicable Canadian and United States 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.

Except as required by law, Gauzy Ltd. undertakes no obligation to update or revise any forward-looking statements, whether as a result of new information, future event or otherwise, after the date on which the statements are made or to reflect the occurrence of unanticipated events. Neither does Gauzy Ltd. nor any of its representatives make any representation or warranty, express or implied, as to the accuracy, sufficiency or completeness of the information in this document. Neither Gauzy Ltd. nor any of its representatives shall have any liability whatsoever, under contract, tort, trust or otherwise, to you or any person resulting from the use of the information in this document by you or any of your representatives or for omissions from the information in this document.

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