Assessment of China’s Market for Special Glass
BEIJING- January 29th, 2012 – Low-E Glass, despite the general deceleration in residential and commercial construction, has experienced growth above 20% according to a report published by GCiS China Strategic Research. Primary reasons for the robust growth include the growing proportion of new projects which will use hollow glass, a processed form of low-e glass, as well as a current low-utilization rate.
Although downstream market pushes towards more green construction methods, upstream suppliers are still burdened by overcapacity, leading many in the industry to believe prices will continue to fall or remain the same. Despite such pressure on margins, suppliers have a positive assessment of the future considering the current low utilization rate of Low-E Glass in China’s buildings, and the government support for green building technologies.
The report also takes analyzes different sectors of the Low-E market, namely, the soft and hard coating sectors. Due to the adoption of hollow glass -- which primarily uses soft coating technologies-- the soft coating market is expected to expand faster.
About the GCIS China Special Glass Study
This GCiS market study draws on a three month, in-depth primary survey of 72 of the market’s players, also including interviews with industry experts. The report includes two product segments: Low-E Glass and PV Glass. It is essential reading for any professional needing accurate and detailed strategic information of this market. Major areas covered include: market size and shares, five-year projections, market structure, pricing trends, distribution, consumption, an assessment of key suppliers and more.
Although downstream market pushes towards more green construction methods, upstream suppliers are still burdened by overcapacity, leading many in the industry to believe prices will continue to fall or remain the same. Despite such pressure on margins, suppliers have a positive assessment of the future considering the current low utilization rate of Low-E Glass in China’s buildings, and the government support for green building technologies.
The report also takes analyzes different sectors of the Low-E market, namely, the soft and hard coating sectors. Due to the adoption of hollow glass -- which primarily uses soft coating technologies-- the soft coating market is expected to expand faster.
About the GCIS China Special Glass Study
This GCiS market study draws on a three month, in-depth primary survey of 72 of the market’s players, also including interviews with industry experts. The report includes two product segments: Low-E Glass and PV Glass. It is essential reading for any professional needing accurate and detailed strategic information of this market. Major areas covered include: market size and shares, five-year projections, market structure, pricing trends, distribution, consumption, an assessment of key suppliers and more.
CHAPTER 1: INTRODUCTION
I. INTRODUCTION
LPS Overview
Sections of the Study
Sampling
Figure 1.1: Total Sampling by Target Group
Supplier Sampling
Figure 1.2: Proportion of Suppliers in Sample, By Category
Channel Players Sampling & Segmentation Definition
Sampling – Suppliers and Distributors
Figure 1.3: Supplier Sample Representation
Open and Closed Questions
II. DEFINITIONS AND PROCESS
Abbreviations
Glossary
Figure 1.4: Glossary of Industry Terms in English and Chinese
Low-E Glass (Low-Emissivity Glass) Definitions
Product Definitions
Low-E Glass Application Scope
PV glass (Photovoltaic glass) Definitions
Product Definitions
PV Glass Application Scope
Target Market
By Geographic Location
Figure 1.6: GCiS Standard China Geographic Segmentation
Locations by Tier in China
III. FURTHER INFORMATION
Pearl River Delta
Figure 1.7: Overview: The Pearl River Delta
Yangtze River Delta
Figure 1.8: Overview: The Yangtze River Delta
Bohai Rim Economic Zone
Figure 1.9: Overview: The Bohai Rim
About Limited Publication Studies
CHAPTER 2: TOTAL ANALYSIS
I. EXECUTIVE SUMMARY
Market in Sum
Figure 2.1.1: Summary of Key Market Figures – Low-E Glass 2012
Figure 2.1.2: Summary of Key Market Figures – PV Glass 2012
Figure 2.1.3: Market Size and Share by Industry - Low-E Glass
Figure 2.1.4: Market Size and Share by Industry – PV Glass
Figure 2.1.5: Key Benchmark Data – Low Glass
Figure 2.1.6: Key Benchmark Data – PV Glass
Market Entry Issues
Figure 2.1.7: Snapshot of Key Market Entry Issues
Key Findings
Market Drivers and Inhibitors
Key Market Drivers
Key Market Inhibitors
Figure 2.1.8: Drivers and Inhibitors – Chart
Regulatory Factors
Figure 2.1.9: Relevant Government Bodies and Non-Government Associations
Opportunities in Target Market
Figure 2.1.10: GCiS China Market Opportunities Assessment by Market Segment
Opportunity Matrix
Figure 2.1.11: Market Opportunities for Foreign / Quality Suppliers by Industry – Low-E Glass
Figure 2.1.12: Opportunities Ratings, by Industry (1 to 10, with 10 highest)
Figure 2.1.13: Market Opportunities for Foreign / Quality Suppliers by Industry – PV Glass
Figure 2.1.14: Opportunities Ratings, by Industry (1 to 10, with 10 highest)
Corporate and Regulatory News
Figure 2.1.15: Upcoming Events – Low-E Glass
Figure 2.1.16: Upcoming Events – PV Glass
Expert Views
Recommendations
Particularly for Market Entrants
Particularly for Potential Investors
II. MARKET FIGURES
Key Findings
Market Figures Overview
Market Figures by Product Type
Figure 2.2.1: Low-E Glass Market by Product Type - 2012
Figure 2.2.2 Sales Revenues and Output – China Low-E Glass Market by Product
Figure 2.2.3: PV Glass Market by Product Type - 2012
Figure 2.2.4: Sales Revenues and Output – China PV Glass Market by Product
Market Size by Industry
Low E
Figure 2.2.5: Low-E Glass Market Size by Industry
Figure 2.2.6: Percentages of Total Revenue and Output by End User Industry 2012 - Low-E Glass
PV Glass
Figure 2.2.7: PV Glass Size by Industry
Figure 2.2.8: Percentages of Total Revenue and Output by End User Industry 2012 - Low-E Glass
Market by Product and Industry
Low-E
Figure 2.2.9: Total Revenues by End User Industry (RMB Mn) 2012 – Low-E Glass
Figure 2.2.10: Target Product Revenues by Industry Segment 2012 - Low-E Glass
Figure 2.2.11: Target Industry Revenues by Product Segment 2012 - Low-E Glass
PV Glass
Figure 2.2.12: Total Revenues by End User Industry (RMB Bn) 2012 – PV Glass
Figure 2.2.13: Target Product Revenues by Industry Segment 2012 - PV Glass
Figure 2.2.14: Target Industry Revenues by Product Segment 2012 - PV Glass
Market Shares
Low-E Glass
w-E Glass
Figure 2.2.15: Estimated Market Share of Low-E Glass Suppliers - Table
Figure 2.2.16: Estimated Market Share by Low-E Glass Suppliers – Chart
PV Glass
Figure 2.2.17: Estimated Market Share of PV Glass Suppliers - Table
Figure 2.2.18: Estimated Market Share of PV Glass Suppliers - Chart
Market Value Chain – Market in Numbers
Figure 2.2.19: China’s Domestic Low-E Glass Market Breakdown
Figure 2.2.20: China’s Domestic PV Glass Market Breakdown
Value Chain Explained
Exports
Figure 2.2.21: Domestic Sales and Exports (RMB Mn) 2012 – Low-E Glass
Figure 2.2.22: Domestic and Export Revenue Breakdown (RMB Mn) 2012 – Low - E Glass
Figure 2.2.23: Domestic Sales and Exports (RMB Mn) 2012 – PV Glass
Figure 2.2.24: Domestic and Export Revenue Breakdown (RMB Mn) 2012 - PV Glass
Regional Sales
Figure 2.2.25: Sales by Market Segment per Region 2012 (Mn RMB) – Low-E Glass
Figure 2.2.26: China Low-E Glass Sales Revenues by Region (2012) - Chart
Figure 2.2.27: Sales by Market Segment per Region 2012 (Mn RMB) – PV Glass
Figure 2.2.28: China PV Glass Sales Revenues by Region (2012) - Chart
Figure 2.2.29: Sales by Product and Region 2012 - Low-E Glass
Figure 2.2.30: Sales by Product and Region 2012 - PV Glass
Pricing Trends
Figure 2.2.31: Opinion of Suppliers Concerning Future Prices, by Response Rate - Low-E Glass
Figure 2.2.32: Opinion of Suppliers Concerning Future Prices, by Response Rate - PV Glass
Products and Average Prices
Figure 2.2.33: High-end Pricing by Product Segment (RMB/M2) – Low-E Glass
Figure 2.2.34: High-end Pricing by Product Segment (RMB/M2) – PV Glass
Growth Rates and Forecast
Market Growth
Figure 2.2.35: Weighted Growth Rate by Product Type (2012) – Low-E Glass
Forecast Methodology
Forecast
Figure 2.2.36: 2011 to 2016 Low-E Glass Market Size (Mn RMB) - Table
Figure 2.2.37: 2011 to 2016 Low-E Glass Market Size (Mn RMB) - Chart
Figure 2.2.38: 2011 to 2016 PV Glass Market Size (Mn RMB) - Table
Figure 2.2.39: 2011 to 2016 PV Glass Market Size (Mn RMB) - Chart
Forecast Analysis
III. COMPETITIVE ANALYSIS
Key Findings
Competitors in this Market
Competitors in this Market
Figure 2.3.1: Suppliers by Company Size (2012) – Low-E
Figure 2.3.2: Suppliers by Company Size (2012) – PV
Product Revenues – Top Suppliers
Figure 2.3.3: Top Suppliers by Revenues (Mn) Earned – Breakdown of Target Product Revenues – Low-E Glass – Table
Figure 2.3.4: Top Suppliers by Revenues Earned- Breakdown of Target Product Revenues – Low-E Glass – Chart
Figure 2.3.5: Top Suppliers by Revenues (Mn) Earned – Breakdown of Target Product Revenues – PV Glass – Table
Figure 2.3.6: Top Suppliers by Revenues Earned- Breakdown of Target Product Revenues – PV Glass – Chart
General Market Coverage
Figure 2.3.7: Top Suppliers by Revenues Earned- Breakdown of Target Product Revenues – Low-E Glass – Chart
Figure 2.3.8: Top Suppliers by Revenues Earned- Breakdown of Target Product Revenues – PV Glass – Chart
Foreign vs. Domestic Suppliers
Figure 2.3.9: Foreign Vs Domestic Suppliers – Low E
Figure 2.3.10: Market Shares by Product Segment and Ownership – Low-E Glass
Figure 2.3.11: Foreign Vs Domestic Suppliers – PV Glass
Figure 2.3.11: Market Shares by Product Segment and Ownership – PV Glass
Capacity Utilization
Low E Glass
Figure 2.3.12: Used Low-E Glass Capacity in 2012 by Product Type
Figure 2.3.13: Used Low-E Glass Capacity in 2012 – Chart
PV Glass
Figure 2.3.14: Used PV Glass Capacity in 2012 by Product Type
Figure 2.3.15: Used PV Glass Capacity in 2012 – Chart
Capacity
Figure 2.3.16: Low-E Glass Production Line List
Figure 2.3.17: Low-E Glass Expansion Plans by Company
Figure 2.3.18: PV Glass -AR Production Line List
Figure 2.3.19: PV Glass -TCO Production Line List
Figure 2.3.20: PV Glass New Plan
Qualitative Summary of Top Special Glass Suppliers
Low-E Glass
PV Glass
Five-Forces Analysis
Figure 2.3.21: Five Forces Analysis
IV. DOWNSTREAM ANALYSIS
Key Findings
End-User Sales by Ownership
Figure 2.4.1: Revenues and Sales Penetration by Company Type – Low-E
Figure 2.4.2: Revenues and Sales Penetration by Company Type - PV
Figure 2.4.3: Percentages End-User Sales by Company Type – Low-E Glass
Figure 2.4.4: Percentages End-User Sales by Company Type – PV Glass
Purchase Criteria
Low E Glass
Figure 2.4.5: Purchase Criteria – Low - E Glass
Figure 2.4.6: Low-E Glass Purchase Criteria – Chart
PV Glass
Figure 2.4.7: Purchase Criteria – PV Glass - Table
Figure 2.4.8: Purchase Criteria – PV Glass - Chart
Market Value Chain
Figure 2.4.9: China Low-E Glass Market Value Chain
Figure 2.4.10: China PV Glass Market Value Chain
Summary of Special Glass Downstream Players
Figure 2.4.11: Key Channel Players Listed and Compared – Low-E Glass
Downstream Players
Figure 2.4.12: Some Key Channel Players by Total and Target Product Revenue, Channel Player Type and Exports -Low-E Glass
Figure 2.4.13: Some Key Downstream Players by Type, Total Revenue and Target Product Purchase Volume- PV Glass
Downstream-Supplier Relationships
Figure 2.4.14: Channel Player’s Supplier by Product – Low-E Glass
Figure 2.4.15: Channel Player’s Supplier by Product - PV Glass
Figure 2.4.16: Cooperative Years and Relationship with Low-E Glass Suppliers by Distributors
Figure 2.4.17: Cooperative years and Relationship with PV Glass Suppliers by OEMs
Channel Sales by Industry
Figure 2.4.18: Channel Vs Direct Sales Revenues by Industry – Low-E Glass
Scope of Services
Figure 2.4.19: Average Percentage of Services Provided – Low-E – Chart
CHAPTER 3: SEGMENT ANALYSIS
I. LOW-E GLASS - SOFT COATING
Key Findings
Figure 3.1.1: Revenues, Output, Growth and Pricing by Market Tier 2012- Soft Coating
Supplier Overview
Leading Suppliers
Figure 3.1.2: Leading Market Segment Players by Revenue and Output 2012 – Soft Coating
Market Breakdown by Application
Figure 3.1.3: Low-E Glass Market Breakdown by application-Soft Coating
Figure 3.1.4: Market Segment Leaders by Revenue 2012 (RMB Mn)- Soft Coating
Market Breakdown by Region
Figure 3.1.5: Low-E Glass Sales Revenues by Region –Soft Coating
Figure 3.1.6: Low-E Glass Sales Revenues by Region – Soft Coating
Channels and Influencers
Figure 3.1.7: Market Flow for Low-E Glass – Soft Coating Data
Figure 3.1.8: Market Flow for Low-E Glass – Soft Coating
Market Shares
Figure 3.1.9: Leading Suppliers’ Market Shares by Revenue (RMB Mn) and Output (‘000 M2)-Soft Coating
Figure 3.1.10: 2012 Low-E Glass Market Shares by Revenue and Output- Chart
Exports
Figure 3.1.11: Domestic vs Exports Soft Coating - 2012
Figure 3.1.12 shows the breakdown of each firm’s total revenue between exports and domestic sales, with CSG making the most export revenue
Figure 3.1.12: Domestic vs Exports Soft Coating - 2012
Capacity Vs Output
Figure 3.1.13: Capacity vs Output Soft Coating-2012
Figure 3.1.14: 2012 Low-E Glass Capacity vs Output
Projections
Figure 3.1.15: 2012 to 2017 Low-E Soft Coating Market Projections – Table
Figure 3.1.16: 2011 to 2016 Low-E Soft Coating Market Projections – Chart
Product and Price Comparison
Figure 3.1.17: Average Pricing – Soft Coating
Pricing Trends
Figure 3.1.18: Perceived Pricing Trends – Soft Coating
II. LOW-E GLASS – HARD COATING
Key Findings
Figure 3.2.1: Revenues, Output, Growth and Pricing by Market Tier 2012- Hard Coating
Supplier Overview
Leading Suppliers
Figure 3.2.2: Leading Market Segment Players by Revenue and Output 2012 – Hard Coating
Market Breakdown by Industry
Figure 3.2.3: Low-Glass Market Breakdown by Industry - Hard Coating
Figure 3.2.4: Market Segment Leaders by Revenue 2012 (RMB Mn)- Hard Coating
Market Breakdown by Region
Figure 3.2.5: Low-E Glass Sales Revenues by Region –Hard Coating
Figure 3.2.6: Low-E Glass Sales Revenues by Region – Hard Coating
Channels and Influencers
Figure 3.2.7: Market Flow for Low-E Glass – Hard Coating Data
Figure 3.2.8: Market Flow for Low-E Glass – Hard Coating
Market Shares
Figure 3.2.9: Leading Suppliers’ Market Shares by Revenue (RMB Mn) and Output (‘000 M2)-Hard Coating
Figure 3.2.10: 2012 Hard Coated Low-E Glass Market Shares by Revenue - Chart
Exports
Figure 3.2.11: Domestic vs Exports Hard Coating - 2012
Figure 3.2.12: Domestic vs Exports 2012 Revenue- Hard Coating
Capacity Vs Output
Figure 3.2.13: Capacity vs Output Hard Coating-2012
Figure 3.2.14: 2012 Low-E Glass Capacity vs Output
Projections
Figure 3.1.15: 2012 to 2017 Low E Hard Coating Market Projections – Table
Figure 3.1.16: 2012 to 2017 Low-E Hard Coating Market Projections – Chart
Product and Price Comparison
Figure 3.2.17: Average Pricing – Hard Coating
Pricing Trends
Figure 3.2.18: Perceived Pricing Trends – Low-E
III. PV GLASS – ULTRA
Figure 3.3.1: Revenues, Output, Growth and Pricing by Market Tier 2012- Ultra
Supplier Overview
Leading Suppliers
Figure 3.3.2: Leading Market Segment Players by Revenue and Output 2012 – Ultra
Market Breakdown by Industry
Figure 3.3.3: PV Glass Market Breakdown by Industry-Ultra
Figure 3.3.4: Market Segment Leaders by Revenue 2012 (RMB Mn)- Ultra
Market Breakdown by Region
Figure 3.3.5: PV Glass Sales Revenues by Region – Ultra
Figure 3.3.6: PV Glass Sales Revenues by Region – Ultra
Channels and Influencers
Figure 3.3.7: Market Flow for PV Glass – Ultra
Figure 3.3.8: Market Flow for PV Glass – Ultra
Market Shares
Figure 3.3.9: Leading Suppliers’ Market Shares by Revenue (RMB Mn) and Output (‘000 M2)- Ultra
Figure 3.3.10: 2012 Ultra PV Glass Market Shares by Revenue - Chart
Exports
Figure 3.3.11: Domestic vs Exports Ultra - 2012
Figure 3.3.12: Domestic vs Exports Ultra - 2012
Capacity vs Output
Figure 3.3.13: Capacity vs Output Ultra-2012
Figure 3.3.14: Capacity vs Output-2012 Ultra
Projections
Figure 3.3.15: 2012 to 2017 Ultra PV Market Projections – Table
Figure 3.3.16: 2012 to 2017 Ultra PV Market Projections – Chart
Product and Price Comparison
Figure 3.3.17: Average Pricing – Ultra
Pricing Trends
Figure 3.3.18: Perceived Pricing Trends – Ultra
IV. PV GLASS - AR
Key Findings
Figure 3.4.1: Revenues, Output, Growth and Pricing by Market Tier 2012- AR
Supplier Overview
Leading Suppliers
Figure 3.4.2: Leading Market Segment Players by Revenue and Output 2012 – AR
Market Breakdown by Industry
Figure 3.4.3: PV Glass Market Breakdown by Industry-AR
The table below presents a revenue breakdown for each of the top suppliers in this segment by application type
Figure 3.4.4: Market Segment Leaders by Revenue 2012 (RMB Mn)- AR
Market Breakdown by Region
Figure 3.4.5: PV Glass Sales Revenues by Region – AR
Figure 3.4.6: PV Glass Sales Revenues by Region – AR
Channels and Influencers
Figure 3.4.7: Market Flow for PV Glass – AR
Figure 3.4.8: Market Flow for PV Glass – AR
Market Shares
Figure 3.4.9: Leading Suppliers’ Market Shares by Revenue (RMB Mn) and Output (‘000 M2)- AR
Figure 3.4.10: 2012 AR PV Glass Market Shares by Revenue - Chart
Exports
Figure 3.4.11: Domestic vs Exports AR - 2012
Figure 3.4.12 shows the breakdown of each firm’s total AR PV glass revenue between exports and domestic sales, with AGC taking the lead in exports
Figure 3.4.12: Domestic vs Exports AR - 2012
Capacity Vs Output
Figure 3.4.13: Capacity vs Output AR-2012
Figure 3.4.14: Capacity vs Output-2012 AR
Projections
Figure 3.4.15: 2012 to 2017 AR PV Market Projections– Table
Figure 3.4.16: 2012 to 2017 AR PV Market Projections– Chart
Product and Price Comparison
Figure 3.4.17: Average Pricing – AR
Pricing Trends
Figure 3.4.18: Perceived Pricing Trends – AR
V. PV GLASS - TCO
Key Findings
Figure 3.5.1: Revenues, Output, Growth and Pricing by Market Tier 2012- TCO
Supplier Overview
Figure 3.5.2: Leading Market Segment Players by Revenue and Output 2012 – TCO
Market Breakdown by Industry
Figure 3.5.3 below presents a revenue breakdown for the two top suppliers in this segment by application type
Figure 3.5.3: Market Segment Leaders by Revenue 2012 (RMB Mn) - TCO
Figure 3.5.4: PV Market Breakdown by Industry-TCO
Market Breakdown by Region
Figure 3.5.5: PV Glass Sales Revenues by Region – TCO
Figure 3.5.6: PV Glass Sales Revenues by Region – TCO
Channels
Figure 3.5.7: Market Flow for PV Glass – TCO
Figure 3.5.8: Market Flow for PV Glass – TCO
Market Shares
Figure 3.5.9: Leading Suppliers’ Market Shares by Revenue (RMB Mn) and Output (‘000 M2)- TCO
Figure 3.5.10: 2012 TCO PV Glass Market Shares by Revenue - Chart
Exports
Figure 3.5.11: Domestic vs Exports TCO - 2012
Figure 3.5.12 shows the breakdown of each firm’s total TCO PV glass revenue between exports and domestic sales
Figure 3.5.12: Domestic vs Exports TCO - 2012
Capacity Vs Output
Figure 3.5.13: Capacity vs Output TCO-2012
Figure 3.5.14: Capacity vs Output-2012 TCO
Projections
Figure 3.5.15: 2012 to 2017 TCO PV Market Projections – Table
Figure 3.5.16: 2012 to 2017 TCO PV Market Projections– Chart
Product and Price Comparison
Figure 3.5.17: Average Pricing – TCO
APPENDIX I: SUPPLIER PROFILES
AGC
AVIC SanXin
Changzhou Almaden
CSG Group
Goldglass Group
Hebei Yingxin Glass
Henan Ancai Hi -Tech
Henan Succeed Photovoltaic Materials Corporation
Henan Yuhua Photovoltaic New Material
Jiangsu Xiuqiang Glasswork
Jin Jing Group
Nanjing Saint-Gobain
Pilkington Solar (Taicang)
Sinew Material
Suzhou Shengliang & Liangsheng Special Glass
SYP Glass
Taiwan Glass
Weihai Blue Star Glass
Xinyi Glass
Zhejiang East Asia Architectural
Zhongshan Grandglass Industrial
APPENDIX II: DISTRIBUTOR PROFILES
Beijing Huaxiang Boyuan Glass
Beijing Longerhui Trading
Guangzhou Huafeng Safety Glass
Nanjing Yaohua Glass
Qinhuangdao Aohong Glass
Qinhuangdao Everwill Industry & Trading
Qinhuangdao Yaodi Glass
Qinhuangdao Yaojing Glass
Shahe City Xinlongxin Trading
Shangdong Taishan Huayue Glass
Shanghai Haowei Glass
Suzhou Hengchang Longye Glass
Tengzhou Fenghua Glass
Weifang Anfeng New Building Materials
Appendix iii: PV OEM Profiles
Canadian Solar
CNPV
ENN Solar Energy
Hanergy Holding Group
Renesola
Shandong Sunvim Solar Technology
Suntech Power Holdings
Tianjin Jinneng Solar
Topray Solar
Trina Solar
Yingli Green Energy
Zhejiang Astronergy
Zhejiang Sunflower Light Energy
LIST OF CONTACTS
Suppliers
Low-E Glass Distributors
PV Glass OEMs
I. INTRODUCTION
LPS Overview
Sections of the Study
Sampling
Figure 1.1: Total Sampling by Target Group
Supplier Sampling
Figure 1.2: Proportion of Suppliers in Sample, By Category
Channel Players Sampling & Segmentation Definition
Sampling – Suppliers and Distributors
Figure 1.3: Supplier Sample Representation
Open and Closed Questions
II. DEFINITIONS AND PROCESS
Abbreviations
Glossary
Figure 1.4: Glossary of Industry Terms in English and Chinese
Low-E Glass (Low-Emissivity Glass) Definitions
Product Definitions
Low-E Glass Application Scope
PV glass (Photovoltaic glass) Definitions
Product Definitions
PV Glass Application Scope
Target Market
By Geographic Location
Figure 1.6: GCiS Standard China Geographic Segmentation
Locations by Tier in China
III. FURTHER INFORMATION
Pearl River Delta
Figure 1.7: Overview: The Pearl River Delta
Yangtze River Delta
Figure 1.8: Overview: The Yangtze River Delta
Bohai Rim Economic Zone
Figure 1.9: Overview: The Bohai Rim
About Limited Publication Studies
CHAPTER 2: TOTAL ANALYSIS
I. EXECUTIVE SUMMARY
Market in Sum
Figure 2.1.1: Summary of Key Market Figures – Low-E Glass 2012
Figure 2.1.2: Summary of Key Market Figures – PV Glass 2012
Figure 2.1.3: Market Size and Share by Industry - Low-E Glass
Figure 2.1.4: Market Size and Share by Industry – PV Glass
Figure 2.1.5: Key Benchmark Data – Low Glass
Figure 2.1.6: Key Benchmark Data – PV Glass
Market Entry Issues
Figure 2.1.7: Snapshot of Key Market Entry Issues
Key Findings
Market Drivers and Inhibitors
Key Market Drivers
Key Market Inhibitors
Figure 2.1.8: Drivers and Inhibitors – Chart
Regulatory Factors
Figure 2.1.9: Relevant Government Bodies and Non-Government Associations
Opportunities in Target Market
Figure 2.1.10: GCiS China Market Opportunities Assessment by Market Segment
Opportunity Matrix
Figure 2.1.11: Market Opportunities for Foreign / Quality Suppliers by Industry – Low-E Glass
Figure 2.1.12: Opportunities Ratings, by Industry (1 to 10, with 10 highest)
Figure 2.1.13: Market Opportunities for Foreign / Quality Suppliers by Industry – PV Glass
Figure 2.1.14: Opportunities Ratings, by Industry (1 to 10, with 10 highest)
Corporate and Regulatory News
Figure 2.1.15: Upcoming Events – Low-E Glass
Figure 2.1.16: Upcoming Events – PV Glass
Expert Views
Recommendations
Particularly for Market Entrants
Particularly for Potential Investors
II. MARKET FIGURES
Key Findings
Market Figures Overview
Market Figures by Product Type
Figure 2.2.1: Low-E Glass Market by Product Type - 2012
Figure 2.2.2 Sales Revenues and Output – China Low-E Glass Market by Product
Figure 2.2.3: PV Glass Market by Product Type - 2012
Figure 2.2.4: Sales Revenues and Output – China PV Glass Market by Product
Market Size by Industry
Low E
Figure 2.2.5: Low-E Glass Market Size by Industry
Figure 2.2.6: Percentages of Total Revenue and Output by End User Industry 2012 - Low-E Glass
PV Glass
Figure 2.2.7: PV Glass Size by Industry
Figure 2.2.8: Percentages of Total Revenue and Output by End User Industry 2012 - Low-E Glass
Market by Product and Industry
Low-E
Figure 2.2.9: Total Revenues by End User Industry (RMB Mn) 2012 – Low-E Glass
Figure 2.2.10: Target Product Revenues by Industry Segment 2012 - Low-E Glass
Figure 2.2.11: Target Industry Revenues by Product Segment 2012 - Low-E Glass
PV Glass
Figure 2.2.12: Total Revenues by End User Industry (RMB Bn) 2012 – PV Glass
Figure 2.2.13: Target Product Revenues by Industry Segment 2012 - PV Glass
Figure 2.2.14: Target Industry Revenues by Product Segment 2012 - PV Glass
Market Shares
Low-E Glass
w-E Glass
Figure 2.2.15: Estimated Market Share of Low-E Glass Suppliers - Table
Figure 2.2.16: Estimated Market Share by Low-E Glass Suppliers – Chart
PV Glass
Figure 2.2.17: Estimated Market Share of PV Glass Suppliers - Table
Figure 2.2.18: Estimated Market Share of PV Glass Suppliers - Chart
Market Value Chain – Market in Numbers
Figure 2.2.19: China’s Domestic Low-E Glass Market Breakdown
Figure 2.2.20: China’s Domestic PV Glass Market Breakdown
Value Chain Explained
Exports
Figure 2.2.21: Domestic Sales and Exports (RMB Mn) 2012 – Low-E Glass
Figure 2.2.22: Domestic and Export Revenue Breakdown (RMB Mn) 2012 – Low - E Glass
Figure 2.2.23: Domestic Sales and Exports (RMB Mn) 2012 – PV Glass
Figure 2.2.24: Domestic and Export Revenue Breakdown (RMB Mn) 2012 - PV Glass
Regional Sales
Figure 2.2.25: Sales by Market Segment per Region 2012 (Mn RMB) – Low-E Glass
Figure 2.2.26: China Low-E Glass Sales Revenues by Region (2012) - Chart
Figure 2.2.27: Sales by Market Segment per Region 2012 (Mn RMB) – PV Glass
Figure 2.2.28: China PV Glass Sales Revenues by Region (2012) - Chart
Figure 2.2.29: Sales by Product and Region 2012 - Low-E Glass
Figure 2.2.30: Sales by Product and Region 2012 - PV Glass
Pricing Trends
Figure 2.2.31: Opinion of Suppliers Concerning Future Prices, by Response Rate - Low-E Glass
Figure 2.2.32: Opinion of Suppliers Concerning Future Prices, by Response Rate - PV Glass
Products and Average Prices
Figure 2.2.33: High-end Pricing by Product Segment (RMB/M2) – Low-E Glass
Figure 2.2.34: High-end Pricing by Product Segment (RMB/M2) – PV Glass
Growth Rates and Forecast
Market Growth
Figure 2.2.35: Weighted Growth Rate by Product Type (2012) – Low-E Glass
Forecast Methodology
Forecast
Figure 2.2.36: 2011 to 2016 Low-E Glass Market Size (Mn RMB) - Table
Figure 2.2.37: 2011 to 2016 Low-E Glass Market Size (Mn RMB) - Chart
Figure 2.2.38: 2011 to 2016 PV Glass Market Size (Mn RMB) - Table
Figure 2.2.39: 2011 to 2016 PV Glass Market Size (Mn RMB) - Chart
Forecast Analysis
III. COMPETITIVE ANALYSIS
Key Findings
Competitors in this Market
Competitors in this Market
Figure 2.3.1: Suppliers by Company Size (2012) – Low-E
Figure 2.3.2: Suppliers by Company Size (2012) – PV
Product Revenues – Top Suppliers
Figure 2.3.3: Top Suppliers by Revenues (Mn) Earned – Breakdown of Target Product Revenues – Low-E Glass – Table
Figure 2.3.4: Top Suppliers by Revenues Earned- Breakdown of Target Product Revenues – Low-E Glass – Chart
Figure 2.3.5: Top Suppliers by Revenues (Mn) Earned – Breakdown of Target Product Revenues – PV Glass – Table
Figure 2.3.6: Top Suppliers by Revenues Earned- Breakdown of Target Product Revenues – PV Glass – Chart
General Market Coverage
Figure 2.3.7: Top Suppliers by Revenues Earned- Breakdown of Target Product Revenues – Low-E Glass – Chart
Figure 2.3.8: Top Suppliers by Revenues Earned- Breakdown of Target Product Revenues – PV Glass – Chart
Foreign vs. Domestic Suppliers
Figure 2.3.9: Foreign Vs Domestic Suppliers – Low E
Figure 2.3.10: Market Shares by Product Segment and Ownership – Low-E Glass
Figure 2.3.11: Foreign Vs Domestic Suppliers – PV Glass
Figure 2.3.11: Market Shares by Product Segment and Ownership – PV Glass
Capacity Utilization
Low E Glass
Figure 2.3.12: Used Low-E Glass Capacity in 2012 by Product Type
Figure 2.3.13: Used Low-E Glass Capacity in 2012 – Chart
PV Glass
Figure 2.3.14: Used PV Glass Capacity in 2012 by Product Type
Figure 2.3.15: Used PV Glass Capacity in 2012 – Chart
Capacity
Figure 2.3.16: Low-E Glass Production Line List
Figure 2.3.17: Low-E Glass Expansion Plans by Company
Figure 2.3.18: PV Glass -AR Production Line List
Figure 2.3.19: PV Glass -TCO Production Line List
Figure 2.3.20: PV Glass New Plan
Qualitative Summary of Top Special Glass Suppliers
Low-E Glass
PV Glass
Five-Forces Analysis
Figure 2.3.21: Five Forces Analysis
IV. DOWNSTREAM ANALYSIS
Key Findings
End-User Sales by Ownership
Figure 2.4.1: Revenues and Sales Penetration by Company Type – Low-E
Figure 2.4.2: Revenues and Sales Penetration by Company Type - PV
Figure 2.4.3: Percentages End-User Sales by Company Type – Low-E Glass
Figure 2.4.4: Percentages End-User Sales by Company Type – PV Glass
Purchase Criteria
Low E Glass
Figure 2.4.5: Purchase Criteria – Low - E Glass
Figure 2.4.6: Low-E Glass Purchase Criteria – Chart
PV Glass
Figure 2.4.7: Purchase Criteria – PV Glass - Table
Figure 2.4.8: Purchase Criteria – PV Glass - Chart
Market Value Chain
Figure 2.4.9: China Low-E Glass Market Value Chain
Figure 2.4.10: China PV Glass Market Value Chain
Summary of Special Glass Downstream Players
Figure 2.4.11: Key Channel Players Listed and Compared – Low-E Glass
Downstream Players
Figure 2.4.12: Some Key Channel Players by Total and Target Product Revenue, Channel Player Type and Exports -Low-E Glass
Figure 2.4.13: Some Key Downstream Players by Type, Total Revenue and Target Product Purchase Volume- PV Glass
Downstream-Supplier Relationships
Figure 2.4.14: Channel Player’s Supplier by Product – Low-E Glass
Figure 2.4.15: Channel Player’s Supplier by Product - PV Glass
Figure 2.4.16: Cooperative Years and Relationship with Low-E Glass Suppliers by Distributors
Figure 2.4.17: Cooperative years and Relationship with PV Glass Suppliers by OEMs
Channel Sales by Industry
Figure 2.4.18: Channel Vs Direct Sales Revenues by Industry – Low-E Glass
Scope of Services
Figure 2.4.19: Average Percentage of Services Provided – Low-E – Chart
CHAPTER 3: SEGMENT ANALYSIS
I. LOW-E GLASS - SOFT COATING
Key Findings
Figure 3.1.1: Revenues, Output, Growth and Pricing by Market Tier 2012- Soft Coating
Supplier Overview
Leading Suppliers
Figure 3.1.2: Leading Market Segment Players by Revenue and Output 2012 – Soft Coating
Market Breakdown by Application
Figure 3.1.3: Low-E Glass Market Breakdown by application-Soft Coating
Figure 3.1.4: Market Segment Leaders by Revenue 2012 (RMB Mn)- Soft Coating
Market Breakdown by Region
Figure 3.1.5: Low-E Glass Sales Revenues by Region –Soft Coating
Figure 3.1.6: Low-E Glass Sales Revenues by Region – Soft Coating
Channels and Influencers
Figure 3.1.7: Market Flow for Low-E Glass – Soft Coating Data
Figure 3.1.8: Market Flow for Low-E Glass – Soft Coating
Market Shares
Figure 3.1.9: Leading Suppliers’ Market Shares by Revenue (RMB Mn) and Output (‘000 M2)-Soft Coating
Figure 3.1.10: 2012 Low-E Glass Market Shares by Revenue and Output- Chart
Exports
Figure 3.1.11: Domestic vs Exports Soft Coating - 2012
Figure 3.1.12 shows the breakdown of each firm’s total revenue between exports and domestic sales, with CSG making the most export revenue
Figure 3.1.12: Domestic vs Exports Soft Coating - 2012
Capacity Vs Output
Figure 3.1.13: Capacity vs Output Soft Coating-2012
Figure 3.1.14: 2012 Low-E Glass Capacity vs Output
Projections
Figure 3.1.15: 2012 to 2017 Low-E Soft Coating Market Projections – Table
Figure 3.1.16: 2011 to 2016 Low-E Soft Coating Market Projections – Chart
Product and Price Comparison
Figure 3.1.17: Average Pricing – Soft Coating
Pricing Trends
Figure 3.1.18: Perceived Pricing Trends – Soft Coating
II. LOW-E GLASS – HARD COATING
Key Findings
Figure 3.2.1: Revenues, Output, Growth and Pricing by Market Tier 2012- Hard Coating
Supplier Overview
Leading Suppliers
Figure 3.2.2: Leading Market Segment Players by Revenue and Output 2012 – Hard Coating
Market Breakdown by Industry
Figure 3.2.3: Low-Glass Market Breakdown by Industry - Hard Coating
Figure 3.2.4: Market Segment Leaders by Revenue 2012 (RMB Mn)- Hard Coating
Market Breakdown by Region
Figure 3.2.5: Low-E Glass Sales Revenues by Region –Hard Coating
Figure 3.2.6: Low-E Glass Sales Revenues by Region – Hard Coating
Channels and Influencers
Figure 3.2.7: Market Flow for Low-E Glass – Hard Coating Data
Figure 3.2.8: Market Flow for Low-E Glass – Hard Coating
Market Shares
Figure 3.2.9: Leading Suppliers’ Market Shares by Revenue (RMB Mn) and Output (‘000 M2)-Hard Coating
Figure 3.2.10: 2012 Hard Coated Low-E Glass Market Shares by Revenue - Chart
Exports
Figure 3.2.11: Domestic vs Exports Hard Coating - 2012
Figure 3.2.12: Domestic vs Exports 2012 Revenue- Hard Coating
Capacity Vs Output
Figure 3.2.13: Capacity vs Output Hard Coating-2012
Figure 3.2.14: 2012 Low-E Glass Capacity vs Output
Projections
Figure 3.1.15: 2012 to 2017 Low E Hard Coating Market Projections – Table
Figure 3.1.16: 2012 to 2017 Low-E Hard Coating Market Projections – Chart
Product and Price Comparison
Figure 3.2.17: Average Pricing – Hard Coating
Pricing Trends
Figure 3.2.18: Perceived Pricing Trends – Low-E
III. PV GLASS – ULTRA
Figure 3.3.1: Revenues, Output, Growth and Pricing by Market Tier 2012- Ultra
Supplier Overview
Leading Suppliers
Figure 3.3.2: Leading Market Segment Players by Revenue and Output 2012 – Ultra
Market Breakdown by Industry
Figure 3.3.3: PV Glass Market Breakdown by Industry-Ultra
Figure 3.3.4: Market Segment Leaders by Revenue 2012 (RMB Mn)- Ultra
Market Breakdown by Region
Figure 3.3.5: PV Glass Sales Revenues by Region – Ultra
Figure 3.3.6: PV Glass Sales Revenues by Region – Ultra
Channels and Influencers
Figure 3.3.7: Market Flow for PV Glass – Ultra
Figure 3.3.8: Market Flow for PV Glass – Ultra
Market Shares
Figure 3.3.9: Leading Suppliers’ Market Shares by Revenue (RMB Mn) and Output (‘000 M2)- Ultra
Figure 3.3.10: 2012 Ultra PV Glass Market Shares by Revenue - Chart
Exports
Figure 3.3.11: Domestic vs Exports Ultra - 2012
Figure 3.3.12: Domestic vs Exports Ultra - 2012
Capacity vs Output
Figure 3.3.13: Capacity vs Output Ultra-2012
Figure 3.3.14: Capacity vs Output-2012 Ultra
Projections
Figure 3.3.15: 2012 to 2017 Ultra PV Market Projections – Table
Figure 3.3.16: 2012 to 2017 Ultra PV Market Projections – Chart
Product and Price Comparison
Figure 3.3.17: Average Pricing – Ultra
Pricing Trends
Figure 3.3.18: Perceived Pricing Trends – Ultra
IV. PV GLASS - AR
Key Findings
Figure 3.4.1: Revenues, Output, Growth and Pricing by Market Tier 2012- AR
Supplier Overview
Leading Suppliers
Figure 3.4.2: Leading Market Segment Players by Revenue and Output 2012 – AR
Market Breakdown by Industry
Figure 3.4.3: PV Glass Market Breakdown by Industry-AR
The table below presents a revenue breakdown for each of the top suppliers in this segment by application type
Figure 3.4.4: Market Segment Leaders by Revenue 2012 (RMB Mn)- AR
Market Breakdown by Region
Figure 3.4.5: PV Glass Sales Revenues by Region – AR
Figure 3.4.6: PV Glass Sales Revenues by Region – AR
Channels and Influencers
Figure 3.4.7: Market Flow for PV Glass – AR
Figure 3.4.8: Market Flow for PV Glass – AR
Market Shares
Figure 3.4.9: Leading Suppliers’ Market Shares by Revenue (RMB Mn) and Output (‘000 M2)- AR
Figure 3.4.10: 2012 AR PV Glass Market Shares by Revenue - Chart
Exports
Figure 3.4.11: Domestic vs Exports AR - 2012
Figure 3.4.12 shows the breakdown of each firm’s total AR PV glass revenue between exports and domestic sales, with AGC taking the lead in exports
Figure 3.4.12: Domestic vs Exports AR - 2012
Capacity Vs Output
Figure 3.4.13: Capacity vs Output AR-2012
Figure 3.4.14: Capacity vs Output-2012 AR
Projections
Figure 3.4.15: 2012 to 2017 AR PV Market Projections– Table
Figure 3.4.16: 2012 to 2017 AR PV Market Projections– Chart
Product and Price Comparison
Figure 3.4.17: Average Pricing – AR
Pricing Trends
Figure 3.4.18: Perceived Pricing Trends – AR
V. PV GLASS - TCO
Key Findings
Figure 3.5.1: Revenues, Output, Growth and Pricing by Market Tier 2012- TCO
Supplier Overview
Figure 3.5.2: Leading Market Segment Players by Revenue and Output 2012 – TCO
Market Breakdown by Industry
Figure 3.5.3 below presents a revenue breakdown for the two top suppliers in this segment by application type
Figure 3.5.3: Market Segment Leaders by Revenue 2012 (RMB Mn) - TCO
Figure 3.5.4: PV Market Breakdown by Industry-TCO
Market Breakdown by Region
Figure 3.5.5: PV Glass Sales Revenues by Region – TCO
Figure 3.5.6: PV Glass Sales Revenues by Region – TCO
Channels
Figure 3.5.7: Market Flow for PV Glass – TCO
Figure 3.5.8: Market Flow for PV Glass – TCO
Market Shares
Figure 3.5.9: Leading Suppliers’ Market Shares by Revenue (RMB Mn) and Output (‘000 M2)- TCO
Figure 3.5.10: 2012 TCO PV Glass Market Shares by Revenue - Chart
Exports
Figure 3.5.11: Domestic vs Exports TCO - 2012
Figure 3.5.12 shows the breakdown of each firm’s total TCO PV glass revenue between exports and domestic sales
Figure 3.5.12: Domestic vs Exports TCO - 2012
Capacity Vs Output
Figure 3.5.13: Capacity vs Output TCO-2012
Figure 3.5.14: Capacity vs Output-2012 TCO
Projections
Figure 3.5.15: 2012 to 2017 TCO PV Market Projections – Table
Figure 3.5.16: 2012 to 2017 TCO PV Market Projections– Chart
Product and Price Comparison
Figure 3.5.17: Average Pricing – TCO
APPENDIX I: SUPPLIER PROFILES
AGC
AVIC SanXin
Changzhou Almaden
CSG Group
Goldglass Group
Hebei Yingxin Glass
Henan Ancai Hi -Tech
Henan Succeed Photovoltaic Materials Corporation
Henan Yuhua Photovoltaic New Material
Jiangsu Xiuqiang Glasswork
Jin Jing Group
Nanjing Saint-Gobain
Pilkington Solar (Taicang)
Sinew Material
Suzhou Shengliang & Liangsheng Special Glass
SYP Glass
Taiwan Glass
Weihai Blue Star Glass
Xinyi Glass
Zhejiang East Asia Architectural
Zhongshan Grandglass Industrial
APPENDIX II: DISTRIBUTOR PROFILES
Beijing Huaxiang Boyuan Glass
Beijing Longerhui Trading
Guangzhou Huafeng Safety Glass
Nanjing Yaohua Glass
Qinhuangdao Aohong Glass
Qinhuangdao Everwill Industry & Trading
Qinhuangdao Yaodi Glass
Qinhuangdao Yaojing Glass
Shahe City Xinlongxin Trading
Shangdong Taishan Huayue Glass
Shanghai Haowei Glass
Suzhou Hengchang Longye Glass
Tengzhou Fenghua Glass
Weifang Anfeng New Building Materials
Appendix iii: PV OEM Profiles
Canadian Solar
CNPV
ENN Solar Energy
Hanergy Holding Group
Renesola
Shandong Sunvim Solar Technology
Suntech Power Holdings
Tianjin Jinneng Solar
Topray Solar
Trina Solar
Yingli Green Energy
Zhejiang Astronergy
Zhejiang Sunflower Light Energy
LIST OF CONTACTS
Suppliers
Low-E Glass Distributors
PV Glass OEMs
