Long-Term Growth in Solar Power Generation Glass
First written in FY2016. 14 of 31 entries say "Restated". Latest entry: 2026-08-07.
No other company in this theme has enough history to compare yet.
- FY2026AdvancedAnnual report
「First Solar, Inc. is a major customer. Sales to the company were ¥96,462 million in the fiscal year ended March 2026 (¥85,013 million in the previous fiscal year ended March 2025), accounting for 11.0% of total sales in the fiscal year ended March 2026 (10.1% in the previous fiscal year).」
For solar power generation glass, sales to First Solar increased from ¥85,013 million to ¥96,462 million, and their share of total sales rose from 10.1% to 11.0%. The company explained that the decline in demand caused by tariff policies in the first half improved in the second half. - 2026-05-11MitigatedEarnings presentation
「Demand for solar-panel glass is showing signs of improvement, although the impact of customers' production adjustments in response to U.S. tariff policies and other factors continues.」
The company explained that demand for solar-panel glass was improving even as the impact of customers' production adjustments due to U.S. tariff policies and other factors continued. - FY2026-H1WorsenedAnnual report
「Sales volumes decreased because demand for glass for solar panels declined as customers adjusted production in response to US tariff policies and other factors.」
For glass for solar panels, which the Group has positioned as a long-term growth area, demand and sales volumes declined in the interim period as customers adjusted production against the backdrop of US tariff policies and other factors. - FY2025AdvancedAnnual report
「First Solar, Inc. is a major customer. Sales to the company were ¥85,013 million in the fiscal year ended March 2025 (¥64,860 million in the previous fiscal year ended March 2024), accounting for 10.1% of total sales in the fiscal year ended March 2025 (7.8% in the previous fiscal year).」
For solar power generation glass, sales to First Solar increased from ¥64.8 billion to ¥85.0 billion, and their share of total sales rose from 7.8% to 10.1%. - FY2025-H1RestatedAnnual report
「Glass for solar panels remained firm.」
Even as the architectural glass market as a whole remained sluggish, demand for solar power generation glass remained firm, once again confirming the view that it is a long-term growth area. - FY2024-Q3RestatedAnnual report
「Demand for glass for solar panels was strong in the architectural glass market.」
The strong demand for solar power generation glass once again confirmed the view that it is a long-term growth area. - FY2024-Q1RestatedAnnual report
「Demand for glass for solar panels also remained firm.」
The first quarter once again confirmed the view that solar power generation glass is a long-term growth area, with demand remaining firm. - FY2023AdvancedAnnual report
「・Started a demonstration project using transparent solar power generation window panels at Takanawa Gateway Station」
In the growth area of solar power generation glass, the Group progressed as far as launching a demonstration project for transparent solar power generation window panels. - FY2022AdvancedAnnual report
「The Group continues to develop products for solar power generation, a growth area, as well as BIPV (building-integrated photovoltaics) and products using electrochromic technology.」
In addition to products for solar power generation, the Group continues to pursue the development of BIPV and electrochromic products as initiatives in growth areas. - FY2022-Q3RestatedAnnual report
「Demand for glass for solar panels also remained firm.」
The third quarter once again confirmed the view that solar power generation glass is a long-term growth area, with demand remaining firm. - FY2022-Q2RestatedAnnual report
「Demand for glass for solar panels also remained firm.」
The second quarter once again confirmed the view that solar power generation glass is a long-term growth area, with demand remaining firm. - FY2022-Q1RestatedAnnual report
「Demand for glass for solar panels was also strong.」
The strong demand for solar power generation glass was reconfirmed as part of the long-term growth outlook. - FY2021-Q3RestatedAnnual report
「Demand for glass for solar panels remained firm, largely unaffected by the spread of COVID-19.」
The firm demand for solar power generation glass even during COVID-19 was reconfirmed in the view that it is a long-term growth area. - FY2021-Q1RestatedAnnual report
「Meanwhile, demand for glass for solar panels remained firm.」
The firm demand for solar power generation glass was reconfirmed in the view that it is a long-term growth area. - FY2020AdvancedAnnual report
「The equipment in Vietnam was installed, and operations began in February 2020.」
Concrete progress in the long-term growth strategy for glass for solar panels was demonstrated by the completion of installation and the start of operations at the Vietnam facility. - FY2020-Q2RestatedAnnual report
「In Asia, although domestic construction market conditions in Japan were below the previous year, sales volumes of glass for solar panels continued to increase.」
While construction market conditions in Japan were weakening, continued growth in sales volumes of glass for solar panels in Asia was reconfirmed. - FY2020-Q1AdvancedAnnual report
「Sales volumes of glass for solar panels increased, resulting in higher revenue.」
In Asia's Architectural Glass business, increased sales volumes of glass for solar panels contributed to higher revenue. - FY2019-Q3AdvancedAnnual report
「In Asia, including Japan, the architectural glass market was broadly in line with the previous year, while demand for glass for solar panels increased from the previous year.」
Demand for glass for solar panels increased from the previous year in Asia. - FY2019-Q2AdvancedAnnual report
「In Asia, including Japan, the architectural glass market was flat year on year, while demand for glass for solar panels increased from the previous year.」
Demand for glass for solar panels increased from the previous year in Asia. - FY2019-Q1AdvancedAnnual report
「In Asia, including Japan, the architectural glass market as a whole was flat year on year, while demand for glass for solar cells increased substantially.」
Demand for glass for solar cells increased substantially in Asia. - FY2018AdvancedAnnual report
「In April 2018, the Group entered into a long-term supply agreement for coated glass with First Solar, Inc. (US), a leading provider of solar power generation equipment, and decided to increase glass production capacity in the United States and Vietnam.」
The solar power generation glass growth strategy progressed through a long-term supply agreement with First Solar, Inc. and plans to increase production capacity in the United States and Vietnam. - FY2018-Q3RestatedAnnual report
「While shipments of existing architectural glass products were strong, revenue from glass for solar cells was weak because of equipment changes at a major customer.」
The impact of equipment changes at a major customer on revenue from glass for solar cells was reconfirmed. - FY2018-Q2RestatedAnnual report
「While shipments of existing architectural glass products were strong, revenue from glass for solar cells was affected by equipment changes at a major customer.」
The impact of equipment changes at a major customer on revenue from glass for solar cells was reconfirmed. - FY2018-Q1Solar power generation glass revenue temporarily affectedAnnual report
「Revenue from glass for solar cells was affected by equipment changes at a major customer.」
The company explained that revenue from solar power generation glass was affected by equipment changes at a major customer. - FY2017RestatedAnnual report
「The Group also continues to develop products for solar power generation. Improvements to substrate glass with a conductive film are contributing to higher power generation efficiency in solar power generation.」
Solar power generation glass is positioned as an area for continued growth and development, and improvements to substrate glass with a conductive film are being advanced. - FY2017-Q3RestatedAnnual report
「In Southeast Asia, results improved from the same period of the previous year because demand for the domestic market continued to increase and shipments of glass for solar cells remained firm.」
The firm performance of solar power generation glass shipments and the business improvement in Southeast Asia were reconfirmed. - FY2017-Q2RestatedAnnual report
「In Southeast Asia, results improved from the same period of the previous year because demand for the domestic market continued to increase and shipments of glass for solar cells remained firm.」
The firm performance of solar power generation glass shipments and the business improvement in Southeast Asia were reiterated. - FY2017-Q1AdvancedAnnual report
「In Southeast Asia, results improved from the same period of the previous year because demand for the domestic market continued to increase and shipments of glass for solar cells remained firm.」
In Southeast Asia, shipments of glass for solar cells remained firm, and the Architectural Glass business improved from the same period of the previous year. - FY2016First statedAnnual report
「The Group considers its solar power generation glass business to be an area with continued long-term growth potential as clean renewable energy.」
Solar power generation glass is positioned as a long-term growth area, while the Group has withdrawn from some businesses in China.