The Platform for Light

Kriya Materials is the only company globally offering a complete PFAS-free refractive index platform from RI 1.16 to 2.00. We are positioned at the intersection of four multi-billion-dollar megatrends: PFAS phase-out, EV adoption, AR/VR mass market, and displification of our future.

Market opportunity

$16B*Optical coatings TAM
$5B+*PFAS transition opportunity
$4.2B*AR waveguide market (2028)
$3.1B*Metalens market (2032)

$450M SAM (2025)

Chinese functional optical film coatings

Growing functional optical film coatings market. Kriya enables high-performance coating solutions for polarizer and display film applications.

$7.6B by 2030

Chinese optical film market (CAGR 8.6%)

Growth driven by 4K/8K TV adoption, OLED transition, automotive display integration, and foldable devices. Kriya addresses the coating materials layer across all segments.

EU penalty exposure

Automotive CO2 compliance (up to EUR 2.28B per OEM)

Every 1 g/km fleet-average reduction over 800k vehicles avoids EUR 76M in penalties. Kriya ATO solar heat control is eligible for eco-innovation credit (up to 6 g/km until 2029).

Regulatory tailwind

EU PFAS restriction forcing $5B+ market transition

Fluorinated coatings are being phased out across all industries. Kriya offers a complete PFAS-free alternative across the full RI range, with demonstrated performance parity or superiority vs fluorinated incumbents in most applications.

Competitive moat

Four barriers that protect the business

1.16-2.00

Widest RI range from a single supplier

No other company globally offers a complete PFAS-free platform covering this range. Competitors typically cover 1.3-1.7 from fragmented suppliers. This eliminates multi-supplier qualification costs for customers.

100%

PFAS-free across all products

Not a transition story. Not a roadmap. Every product shipping today is PFAS-free with demonstrated performance matching or exceeding fluorinated alternatives (WCA >100 deg, comparable to PFAS coatings at >110 deg).

Bottom-up

Proprietary nanoparticle synthesis

Kriya synthesises nanoparticles from atoms up via proprietary chemistry. Competitors ball-mill bulk material down. Result: Kriya ATO haze <0.3% vs >1.7% for ground competitors. 5x more effective at equal performance levels.

20 years

Continuous manufacturing since 2006

Philips Research heritage. 500,000 kg supplied to a single display OEM. ISO 9001 certified. From sample to supply, >500 companies served, including many Fortune 500. >10% of corporate budget allocated to annual R&D. This cannot be replicated quickly.

Scale readiness

1M kgDesigned annual coating capacity
100k kgNanoparticle dispersion capacity
500k kgDelivered track record
ISO 9001Certified quality system

Production infrastructure

  • 1,000,000 kg/year masterbatch plant fully engineered, execution-ready
  • Location option adjacent to Tier-1 PVB partner at Chemelot Industrial Park
  • ATEX compliant safety design for nanoparticle handling
  • Flexible batch sizes from 40 kg lab to full production scale
  • Every batch filtered to 0.8 um, tested on up to 10 CTQ parameters

Quality & reliability

  • ISO 9001:2015 certified quality management system
  • 6-month guaranteed product shelf life (unopened)
  • 2,000-hour weathering validated by Tier-1 partner (ATO in PVB)
  • Haze <0.3% at production scale (automotive grade)
  • Demonstrated 0 to 120 metric tons production ramp in a single year

Team

Dedicated R&D team. Philips heritage.

Kriya's core team combines deep nanoparticle synthesis expertise, optical thin-film design knowledge, and industrial-scale manufacturing experience. The company allocates >10% of corporate budget to annual R&D.

Founded 2006

Philips Research spin-off with heritage in display materials and optical coatings

Located Nuth, NL (since 2022)

Expanded to larger facility following Holland Capital investment. Previously at Chemelot, Geleen (2006-2022).

>500 companies served

From sample to supply, including many Fortune 500 OEMs across three continents

Investors

Backed by industrial specialists

Holland Capital

Lead investor

Growth equity partner focused on Dutch technology companies. Invested to accelerate production scale-up and international commercial expansion.

Shift Invest

Investor since 2017

Impact investor focused on sustainable technology and materials innovation.

Chemelot Ventures

Investor since 2017

Venture arm of Chemelot Industrial Park, where Kriya was founded and operated until 2022.

Henkel

Strategic investor (2018)

Global adhesives and coatings leader. Strategic investment providing access to global distribution and application expertise.

Growth drivers

Five independent tailwinds

PFAS ban

EU PFAS restriction proposal forcing global transition away from fluorinated coatings. Kriya is the production-ready alternative with proven performance parity.

EV adoption

Electric vehicles amplify demand for thermal management (every kWh saved extends range). EU CO2 penalties create economic urgency for OEMs to adopt ATO glazing.

AR/VR mass market

Consumer AR glasses entering mass market require low-cost waveguide materials compatible with R2R manufacturing. Kriya enables significant cost reduction vs wafer-based.

Autonomous driving

Level 3+ autonomy requires AR-coated LIDAR windows and sensor covers on every vehicle. High-value, design-critical niche with long qualification cycles.

Displification of our future

More displays, bigger displays, higher-differentiated displays — in a widening range of form factors from foldables to automotive HUDs to AR glasses. Every new display surface needs optical coatings.

Competitive position

Why Kriya wins

AttributeKriya MaterialsConventional alternatives
RI range (single supplier)1.16-2.00Typically 1.3-1.7, fragmented
PFAS status100% free (shipping today)Contains PFAS or on roadmap
ATO haze (automotive)<0.3%>1.7% (ground particle)
ATO effectiveness vs ITO5x at equal SHGC, 60% cost1x (reference), higher cost
ULR haze (polarizer film)0.41% (no curl, 4H)0.68% (strong curl, 3H)
Foldable display durability200,000 fold cycles passed<10,000 (sputtered AR)
Supplier postureNeutral (materials only)Vertically integrated (compete with own customers)

Company timeline

20 years of materials innovation

2006Philips spin-off. Founded on Chemelot, Geleen.
2008First OEM customer: a major Korean display manufacturer.
20090 to 120 metric tons antistatic coating in a single year for PDP.
2010-2014Sole global supplier of antistatic colour-filter coating for PDP.
2013-2015Launch HRI/LRI nanoparticles enhancing OLED.
2018Henkel strategic investment.
2019Launch mass-scaled multi-functional AR coatings.
2022Holland Capital investment. Move to larger facility in Nuth.
2025Launch PFAS-free LRI down to RI 1.16. 100% solids UV-curable platform.
2026+XR / metalenses / photonics systems. China market entry.

* Market size figures are based on industry analyst estimates and are cited for contextual reference only. Sources include publicly available market research reports.

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