Confidentiality of thesis data: PhD with industrial partner
The standard for a Ph.D. thesis is simple and universal: it must make a contribution to the sum of human knowledge.

As such, all results in a thesis should be public and presented in enough details to allow another researcher with sufficient background to reproduce them.

It's fine for some of the work that you are doing to not be public, just so long as enough of the material is public to make up a Ph.D. thesis.  For example, if you have figures scaled to unknown values or missing geometry information, then you need to ask: is there significant scientific value even without this information?  For example, if the proprietary figure is an example of how a method was applied, that's probably OK as long as there are other forms of verification elsewhere.  If the proprietary figure is the verification, however, and it's missing critical information, then that is not OK.