日本玻璃行业市场前景及投资研究报告-培训课件外文版2024.4

INDUSTRIES

&

MARKETSGlassindustryinJapanCHAPTER

01OverviewLeadingglassmanufacturersworldwidebasedonrevenuein2022(inbillionU.S.dollars)Globalglasscompaniesrankingbasedonrevenue2022RevenueinbillionU.S.dollars05101520253035404550Saint-Gobain(France)PPGIndustries(UnitedStates)KyoceraCorp.(Japan)*44.617.6516.37CorningInternationalCompany(UnitedStates)VitroGlass(Mexico)14.1912.6111.05AGC(Japan)ChinaGlassHoldings(China)NipponSheetGlassCo.(Japan)*PilkingtonGlassCompany(UK)GuardianIndustries(UnitedStates)**5.34.554.54.38FuyaoGlassIndustryGroup(China)1.894Description:TheFrenchmultinationalcorporationSaint-GobainS.A.hasbeentheleadingglassproducerintheworldbasedonrevenueforsometime.Asof2022,Saint-Gobain'srevenueamountedto44.6billionU.S.dollars,andwasaccordinglytheleadingglasscompanybyfarbasedonthismetric.ReadmoreNote(s):Worldwide;2022;*FigureprovidedbythesourceinJapaneseyenhasbeenconvertedintoU.S.dollarsbasedontheexchangerateofoneU.S.dollarequatingto131.89JapaneseyenasofDecember31,2022.**Approximatefigure.

ReadmoreSource(s):PWConsultingDistributionofglassandglasswareexportsworldwidein2022,byleadingcountryGlobaldistributionofglass&glasswareexports2022,byleadingcountryShareofexports15%0%5%10%20%25%30%35%ChinaGermanyUnitedStatesFrance28.7%8.6%6.6%3.9%3.7%3.2%3%ItalyJapanPolandBelgiumMexicoCzechia2.8%2.6%2.6%2.5%HongKongSouthKoreaMalaysia2.2%2%5Description:Chinawastheworld'sleadingexporterofglassandglasswareasof2022,withthecountry'sexportsamountingtoa28.7percentshareofworldwideglassandglasswareexports,atavalueof26.7billionU.S.dollars.InadistantsecondplacethatyearwasGermany,accountingforalmostninepercentofglobalglassandglasswareexports.ReadmoreNote(s):Worldwide;2022Source(s):CIA(TheWorldFactbook);Forbes(Global2000rankings);TradeMap;WTExNumberofpeopleworkingintheglassindustryinJapanfrom2017to2022(in1,000s)NumberofemployeesintheglassindustryJapan2017-202212,00010,27510,24410,06710,0379,9809,78010,0008,0006,0004,0002,00002017201820192020202120226Description:In2022,therewerearound10.24thousandemployeesintheglassindustryinJapan.Thefigureincreasedcomparedtoaround9.8thousandworkersin2017.

ReadmoreNote(s):Japan;2017to2022Source(s):METI(Japan)LeadingcompaniesintheglassindustryinJapanin2021and2022,bysales(inbillionJapaneseyen)MajorglassmanufacturingcompaniesJapan2021-2022,bysalesSalesinbillionJapaneseyen600

80002004001,0001,2001,4001,6001,8001,697.3AGCHoyaCorporationNihonItaGlass661.4600.5NipponElectricGlassCentralGlass292206.1IshizukaGlass69.364.2NihonYamamuraGlassOharaCorporationTechnoQuartz23.515.8OkamotoGlass5FujiGlass

2.5Kuramoto17Description:Withsalesworthapproximately1.7trillionJapaneseyen,AGCInc.representedthelargestglassmanufacturingcompanyinJapanintermsofsalesin2021and2022.HoyaCorporationfollowed,withasalesvalueofover661billionyen.

ReadmoreNote(s):Japan;2021to2022;basedonthesecuritiesreportsofthecompaniesSource(s):GyokaiSearchCHAPTER

02ProductionofglassProductionvolumeofglassinJapanin2022,bycommodity(inmillionsquaremeters)ProductionvolumeofglassJapan2022,bycommodityProduction

volume

in

square

metersFelt**169.73106.9250.6122.2218.4Choppedstrands**Roving**TemperedglassBoard**Plateglass*18.2313.4112.3712.298.17DoubleglazingLaminatedglassforautomobilesandrailwayvehiclesCloth**Mat**Thread**6.86Othershortglassfiberproducts**Otherlongglassfibers**Otherlaminatedglass11.799.852.299Description:In2022,theproductionvolumeofglassfeltinJapanamountedtoabout169.73millionkilograms,makingittheglasswiththehighestproductionvolumethatyear.Choppedglassstrandsfollowed,withaproductionvolumeofclosetoaround106.92millionkilograms.ReadmoreNote(s):Japan;2022;*Inmillionconversionboxes.**Inmillionkilograms.Figureshavebeenrounded.ReadmoreSource(s):METI(Japan)ProductionvolumeofglassfeltinJapanfrom2017to2022(inmillionkilograms)ProductionvolumeofglassfeltJapan2017-2022180169.87169.73167.34162.53160.88156.0916014012010080604020020172018201920202021202210Description:In2022,theproductionvolumeofglassfeltinJapanamountedtoalmost170millionkilograms.Thefigureincreasedcomparedtoaround161millionkilogramsinthepreviousyear..

ReadmoreNote(s):Japan;2017to2022Source(s):METI(Japan)ProductionvolumeofchoppedglassstrandsinJapanfrom2017to2022(inmillionkilograms)ProductionvolumeofchoppedglassstrandsJapan2017-2022140115.55120100806040200109.67106.92101.9695.4279.1520172018201920202021202211Description:In2022,theproductionvolumeofchoppedglassstrandsinJapanamountedtocloseto106.9millionkilograms.Thefiguredecreasedcomparedtoaround115.6millionkilogramsin2017.

ReadmoreNote(s):Japan;2017to2022Source(s):METI(Japan)ProductionvolumeofglassrovinginJapanfrom2017to2022(inmillionkilograms)ProductionvolumeofglassrovingJapan2017-20227059.357.63605040302010052.2350.6150.0445.6820172018201920202021202212Description:In2022,theproductionvolumeofglassrovinginJapanamountedtoover50.6millionkilograms.Thefiguredecreasedcomparedtoaround59.3millionkilogramsin2017.

ReadmoreNote(s):Japan;2017to2022Source(s):METI(Japan)CHAPTER

03ConsumptionofglassConsumptionvolumeofglassinJapanin2022,bycommodity(in1,000kilograms)ConsumptionvolumeofglassJapan2022,bycommodityConsumptionvolumeinthousandkilograms02,0004,0006,0008,00010,00012,00014,00016,000Thread14,367.34Roving7,583.17Sheetglass*4,058.91Choppedstrands1,292.87Felt547ClothBoard531.1890OtherlongglassfibersMat43.562.74Othershortglassfiberproducts323.1214Description:In2022,theconsumptionvolumeofglassthreadinJapanamountedtoaround14.37millionkilograms,makingittheglasswiththehighestconsumptionvolumethatyear.Glassrovingfollowed,withademandofabout7.58millionkilograms.ReadmoreNote(s):Japan;2022;*Inthousandconversionboxes.Valueshavebeenrounded.ReadmoreSource(s):METI(Japan)ConsumptionvolumeofglassthreadinJapanfrom2017to2022(inmillionkilograms)ConsumptionvolumeofglassthreadJapan2017-20221815.716141210814.3714.2113.5612.7611.79642020172018201920202021202215Description:In2022,theconsumptionvolumeofglassthreadinJapanamountedtoaround14.37millionkilograms.Thefigureincreasedcomparedtoaround12.76millionkilogramsinthepreviousyear.

ReadmoreNote(s):Japan;2017to2022Source(s):METI(Japan)ConsumptionvolumeofglassrovinginJapanfrom2017to2022(inmillionkilograms)ConsumptionvolumeofglassrovingJapan2017-202298.077.718765432107.67.587.086.8520172018201920202021202216Description:In2022,theconsumptionvolumeofglassrovinginJapanamountedtoabout7.58millionkilograms.Thefigureincreasedcomparedtoaroundsevenmillionkilogramsin2017.ReadmoreNote(s):Japan;2017to2022Source(s):METI(Japan)ConsumptionvolumeofsheetglassinJapanfrom2017to2022(inmillionconversionboxes)ConsumptionvolumeofsheetglassJapan2017-20224.54.03.53.02.54.062.32.242.22.092.032.01.51.00.50.020172018201920202021202217Description:In2022,theconsumptionvolumeofsheetglassinJapanamountedtoaround4.06millionconversionboxes.Thefigureincreasedcomparedtoaround2.2millionin2017.

ReadmoreNote(s):Japan;2017to2022Source(s):METI(Japan)CHAPTER

04ProductionofglassproductsProductionvolumeofglassproductsinJapanin2022,bycommodity(inmetrictons)ProductionvolumeofglassproductsJapan2022,bycommodityProductionvolumeinmetrictons0

50,000

100,000150,000200,000250,000300,000350,000Liquorbottles322,617FoodandcondimentcontainersMedicinebottles244,384219,860Softdrinkbottles136,773BottlesfornourishingbeveragesOtherglassware74,91456,770Alkali-freeglasssubstrates*21,91519,67912,067CosmeticcontainersCupsGlassbulbsforlightbulbsandelectronictubesOtherkitchenandtableware(includingflowervasesandashtrays)GlasssubstratesforopticalapplicationsGlasslensesforlightingandsignalling10,56410,3142,17452719Description:In2022,theproductionvolumeofliquorbottlesinJapanamountedtoapproximately322.62thousandmetrictons,makingupthelargesttypeofglassproductsproduced.Foodandcondimentcontainersfollowed,withaproductionvolumeofaround244.38thousandtons.ReadmoreNote(s):Japan;2022;*In1,000squaremeters.Figureshavebeenrounded.ReadmoreSource(s):METI(Japan)ProductionvolumeofglassliquorbottlesinJapanfrom2017to2022(in1,000metrictons)ProductionvolumeofglassliquorbottlesJapan2017-2022400362.05354.9735030025020015010050328.82322.62296.55273.42020172018201920202021202220Description:In2022,theproductionvolumeofglassliquorbottlesinJapanamountedtoapproximately322.62thousandmetrictons.Thefiguredecreasedcomparedtoaround362thousandmetrictonsin2017.

ReadmoreNote(s):Japan;2017to2022Source(s):METI(Japan)ProductionvolumeofglassfoodandcondimentcontainersinJapanfrom2017to2022(in1,000metrictons)ProductionvolumeofglassfoodandcondimentcontainersJapan2017-2022350313.330025020015010050286.23269.93266.18256.74244.38020172018201920202021202221Description:In2022,theproductionvolumeofglassfoodandseasoningcontainersinJapanamountedtoapproximately244.38thousandmetrictons.Thefiguredecreasedcomparedtoaround313.3thousandmetrictonsin2017.

ReadmoreNote(s):Japan;2017to2022Source(s):METI(Japan)ProductionvolumeofglassmedicinebottlesinJapanfrom2017to2022(in1,000metrictons)ProductionvolumeofglassmedicinebottlesJapan2017-2022300247.48240.5625020015010050236.83219.33219.86207.68020172018201920202021202222Description:In2022,theproductionvolumeofglassmedicinebottlesinJapanamountedtoapproximately219.86thousandmetrictons.Thefiguredecreasedcomparedtoaround240.6thousandmetrictonsin2017.

ReadmoreNote(s):Japan;2017to2022Source(s):METI(Japan)CHAPTER

05GlasspackagingShipmentvalueofglassproductsforpackaginginJapanfrom2012to2022(inbillionJapaneseyen)ShipmentvalueofglassproductsforthepackagingindustryJapan2012-2022140129.58128.24126.17126.29124.74124.75119.5116.4116.5120100806040200107.6108.220122013201420152016201720182019202020212022*24Description:In2022,theestimatedshipmentvalueofglassproductsforpackaginginJapanamountedtoaround116.5billionJapaneseyen,thesecondlowestamountofthepastdecade.Withintheobservedperiod,theshipmentvalueforthispackagingmaterialpeakedin2015ataround129.6billionyen,butmorerecentfiguresindicateadownwardstrend.ReadmoreNote(s):Japan;2012to2022;*Includingestimatedvalues.100Japaneseyenequal0.69U.S.dollarsor0.64eurosasofJuly2023.Figureshavebeenrounded.Figurespriorto2020comefrompreviousreporting.Thesourcedoesnotprovidean[...]

ReadmoreSource(s):JPIShipmentvolumeofglassproductsforpackaginginJapanfrom2012to2022(inmilliontons)ShipmentvolumeglassproductsforpackagingindustryJapan2012-20221.41.291.261.251.251.231.191.21.00.80.60.40.20.01.141.071.030.980.9820122013201420152016201720182019202020212022*25Description:In2022,approximately1.03millionmetrictonsofglassproductsforpackagingwereshippedinJapan.Figuresindicatedanincreasecomparedto0.98millionmetrictonsinthepreviousyear.

ReadmoreNote(s):Japan;2012to2022;*Estimated.Figureshavebeenrounded.Thesourcedoesnotprovideanexactpublicationdate.Dategivenhereisthedayofdataaccess.

ReadmoreSource(s):JPISalesvolumeofglassbottlesandpackaginginJapanin2022,bytype(in1,000metrictons)SalesvolumeofglassbottlesandpackagingJapan2022,bytypeSalesvolumeinthousandmetrictons100

150050200250300350325.02LiquorbottlesFoodandseasoningcontainersMedicinebottles252.35215.65Softdrinkbottles130.9GlassbottlesfornourishingbeveragesCosmeticcontainer83.1619.1626Description:In2022,thesalesvolumeofglassliquorbottlesinJapanamountedtoapproximately325thousandmetrictons,makingupthecategoryofglassbottlesandpackagingwiththelargestsalesvolume.Glasscontainersforfoodandseasoningfollowedwitharound252thousandmetrictons.ReadmoreNote(s):Japan;2022Source(s):METI(Japan)CHAPTER

06GlassrecyclingNumberofbusinessentitiesthatrecycleglassbottlesinJapanfromfiscalyear2013to2022(in1,000s)NumberofglassbottlesrecyclingbusinessentitiesJapanFY2013-20223.53.02.52.01.51.00.50.03.333.293.243.23.143.13.083.052.992.97201320142015201620172018201920202021202228Description:Infiscalyear2022,thenumberofbusinessentitiesthatrecycledglassbottlesinJapanamountedtoclosetothreethousand.Eventhoughplastics,PETbottles,glass,andpaperarecollectedseparatelyandrecycled,theoverallrecyclingrateinJapanhasstayedatcloseto20percentoverthepastdecade,constitutingoneofthelowestrecyclingratesamongOECDcountries.ReadmoreNote(s):Japan;fiscalyear2013to2022;thefiscalyearinJapanstartsonApril1andendsonMarch31ofthefollowingyearSource(s):JCPRADistributionoftheusageofrecycledglassbottlesinJapaninfiscalyear2022,byapplicationUtilizationshareofrecycledglassbottlesJapanFY2022,byapplicationShareofrecycledglassbottles30%

40%0%10%20%50%60%70%80%RawmaterialforbottlesCivilengineeringmaterialBuildingmaterialsOthers69.2%20.7%9.1%1%29Description:Inthefiscalyear2022,closeto69percentofrecycledglassbottleswereusedasrawmaterialtoproducenewglassbottles.Overall,around327thousandmetrictonsofglassbottleswererecycledbytheJapanContainerandPackagingRecyclingAssociation.ReadmoreNote(s):Japan;fiscalyear2022;thefiscalyearinJapanstartsonApril1standendsonMarch31stofthefollowingyear;recycledproductscollectedbytheJapanContainerandPackagingRecyclingAssociationSource(s):JCPRAExpenditurefortherecyclingofglassbottlespertoninJapanin2023,bycolor(in1,000Japaneseyen)RecyclingcostforglassbottlespertonJapan2023,bycolorRecyclingpricepertoninthousandJapaneseyen10

120246814161820OthercolorsAmberglassbottlesColorlessglassbottles17.56.44.630Description:In2023,theexpenditureforrecyclingofglassbottlescoloredotherthanamberinJapanamountedtoaround16.1Japaneseyenperton.Therecyclingcostsforamberandcolorlessglassbottlesweremuchlower.

ReadmoreNote(s):Japan;2023;withoutconsumptiontaxSource(s):JCPRARecyclingrateofglassbottlesinJapanfrom2018to2022RecyclingrateofglassbottlesJapan2018-202280%73.4%70.2%68.9%69%67.6%70%60%50%40%30%20%10%0%2018201920202021202231Description:In2022,therecyclingrateofglassbottlesinJapanamountedtoover70percent.Thefigureincreasedcomparedtoaround69percentin2018.

ReadmoreNote(s):Japan;2018to2022Source(s):Glassbottle3RPromotionAssociationCHAPTER

07TradeExportvalueofglassandglasswarefromJapanfrom2017to2022(inbillionJapaneseyen)ExportvalueofglassandglasswarefromJapan2017-2022400345.3337.0435030025020015010050322.19321.79320.56284.92020172018201920202021202233Description:In2022,theexportvalueofglassandglasswarefromJapanamountedtoaround345billionJapaneseyen.Thefigureincreasedcomparedtoaround322billionyenin2017.

ReadmoreNote(s):Worldwide,Japan;2017to2022Source(s):JapanCustomsExportvalueofglassandglasswarefromJapanin2022,byregion(inmillionU.S.dollars)ExportvalueofglassandglasswarefromJapan2022,byregionExportvalueinmillionU.S.dollars0100200300400500600700800ChinaSouthKoreaOtherAsiaUSA672.71491.16463.82368.05SingaporeGermanyHongKongThailand148.3103.05101.86101.84Malaysia73.0434/statistics/1361060/japan-export-value-glass-glassware-by-countryIn2022,theexportvalueofglassandglasswarefromJapantoChinaamountedtoaround672.7millionU.S.dollars,makingChinathelargestexportpartnerforglassfromJapan.SouthKoreafollowed,withanexportvalueofcloseto491.2milliondollars.ReadmoreNote(s):Worldwide,Japan;2022;onlyliststhetenlargestexportpartnersSource(s):UNComtradeImportvalueofglassandglasswaretoJapanfrom2017to2022(inbillionU.S.dollars)ImportvalueofglassandglasswaretoJapan2017-20223.02.472.422.52.01.51.00.50.02.322.32.262.2320172018201920202021202235Description:In2022,theimportvalueofglassandglasswarefromJapanamountedtoaround2.32billionU.S.dollars.Thefiguredecreasedcomparedtoaround2.32billiondollarsinthepreviousyear.

ReadmoreNote(s):Worldwide,Japan;2017to2022Source(s):UNComtradeImportvalueofglassandglasswaretoJapanin2022,byregion(inmillionU.S.dollars)ImportvalueofglassandglasswaretoJapan2022,byregionImportvalueinmillionU.S.dollars400

5000100200300600700800900853.04ChinaUSA456.05ThailandOtherAsiaSouthKoreaGermanyMalaysiaVietnamFrance279.38184.21164.93104.3296.0288.3964.9636Description:In2022,theimportvalueofglassandglasswarefromChinatoJapanamountedtoaround853millionU.S.dollars,makingChinathelargestimportpartnerforglasstoJapan.TheUSAfollowed,withanimportvalueofoverto456milliondollars.

ReadmoreNote(s):Worldwide,Japan;2022;onlyliststhetenlargestimportpartnersSource(s):UNComtradeCHAPTER

08MajorcompaniesNetsalesofAGCInc.fromfiscalyear2016to2023(intrillionJapaneseyen)AGC'snetsalesFY2016-20232.52.042.022.01.51.00.50.01.71.521.521.461.411.282016201720182019202020212022202338Description:Infiscalyear2023,thenetsalesofAGCInc.amountedtoaroundtwotrillionJapaneseyen.AGCtoppedtherankingofthelargestglassmanufacturersinJapaninrecentyears.TheJapaneseglassmanufacturerwasfoundedin1907andspecializesinarchitecturalandautomotiveglass,aswellaselectronics,chemicals,andceramics.ReadmoreNote(s):Japan;fiscalyears2016to2023;thefiscalyearofthecompanystartsonJanuary1andendsonDecember31ofeachyearSource(s):AGCInc.RevenueofHoyaCorporationfromfiscalyear2017to2022(i