Adjustments to customer production plans due to oversupply of solar cells in China and the global decline in prices
First written in FY2017-Q1. 3 of 5 entries say "Restated". Latest entry: FY2018.
The whole theme swung hardest in 2024: 3 of 6 companies on the "Worse" side.
2 other companies' latest entry also says "Dropped".
- FY2018DroppedAnnual report
「In the solar cell industry, our Group's main market, panel installations are gradually beginning following project bids not only in major markets such as the United States, China and India, but also in emerging countries in South America, the Middle East and Africa, driven by lower solar power generation system costs and greater environmental awareness.」
The individual statement concerning customers' review of capital investment plans in response to falling solar cell prices was removed and replaced with an explanation focused on the geographic expansion of the market and demand growth. - FY2017RestatedAnnual report
「While some of our customer solar cell manufacturers have been reviewing their capital investment plans to address cost competition, others have been introducing large-scale production lines to meet expanding demand.」
The company has reaffirmed the coexistence of customer manufacturers' reviews of their capital investment plans and their introduction of large-scale production lines. - FY2017-Q3RestatedAnnual report
「However, as solar cell prices are declining globally, some solar cell manufacturers that are our customers have been reviewing their capital investment plans to address cost competition.」
The company continues to describe customer manufacturers' efforts to review their capital investment plans in response to the global decline in solar cell prices. - FY2017-Q2RestatedAnnual report
「However, as solar cell prices declined globally, some solar cell manufacturers that are our customers began reviewing their capital investment plans to address cost competition.」
The company continues to describe customer manufacturers' efforts to review their capital investment plans in response to the global decline in solar cell prices. - FY2017-Q1First statedAnnual report
「However, as the excess supply of solar cells in China became apparent and solar cell prices declined globally, some solar cell manufacturers that are our customers began adjusting their production plans and other activities to address cost competition.」
Following the emergence of excess supply in China and the global decline in solar cell prices, a new statement was added concerning customer manufacturers' efforts to adjust their production plans and other activities to address cost competition.