태양광발전 유리 시장 : 점유율 분석, 업계 동향과 통계, 성장 예측(2026-2031년)

According to Mordor Intelligence, the solar photovoltaic glass market size is estimated at 32.24 Million tons in 2026, and is expected to reach 75.08 Million tons by 2031, at a CAGR of 18.42% during the forecast period (2026-2031).

This report is Segmented by Glass Type (Tempered, Anti-Reflective (AR) Coated Glass, and More), Manufacturing Process (Float, and Rolled), Solar Technology (Crystalline Silicon, Cadmium-Telluride (CdTe) Thin Film, and More), Application (Residential and Non-Residential), and Geography (Asia-Pacific, North America, Europe, and More). Market Forecasts are Provided in Terms of Volume (Tons).

Global Solar Photovoltaic Glass Market Trends and Insights

Government-Mandated Solar-Glass Quotas in Asia

Local-content quotas in China and India are pulling furnace capacity back onshore after a decade of offshoring that favored lower-cost Southeast Asian hubs. India's Directorate General of Trade Remedies imposed anti-dumping duties of USD 570-664 per ton on Chinese and Vietnamese imports in December 2024, instantly reversing landed-cost advantages for overseas suppliers. Simultaneously, China's Ministry of Industry and Information Technology issued draft rules in mid-2025 requiring that at least 60% of a module's glass be sourced within provincial borders, supporting employment in traditional glass-producing provinces. These measures shorten logistics chains, shelter domestic producers from import competition, and accelerate furnace-build decisions even during periods of soft module demand. Capacity growth decoupled from end-market fundamentals in late 2025, creating periodic regional oversupply but sustaining the overall solar photovoltaic glass market growth curve. Although logistics costs have risen, local players benefit from secure off-take and policy-driven margins.

Rapid Build-Out of Ultra-Low-Iron Float Lines in Middle-East and North Africa

Saudi Arabia, the United Arab Emirates, and Egypt are exploiting low-cost gas and strong solar resources to establish export-ready float-line clusters. ACWA Power's 2 GW Al Dhafra project in Abu Dhabi demonstrated regional self-sufficiency by sourcing tempered glass from nearby furnaces in 2025. Riyadh's Public Investment Fund earmarked USD 500 million for a 1,000-ton-per-day plant at Jubail, with commissioning set for 2026. Egypt's New and Renewable Energy Authority signed an MoU with Sisecam in 2025 to study a Suez-adjacent line aimed at European offtakers. These investments promise a structurally lower cash cost due to feedstock energy economics but face execution risks tied to equipment lead times and offtake agreements. If schedules slip, capital may be stranded in a market already contending with module oversupply, underscoring the importance of synchronized downstream demand.

Soda-Ash and Energy-Price Volatility

Soda ash made up 12-15% of raw-material costs in 2025 and spiked 38% Y/Y when natural-gas curtailments shuttered Turkish and Chinese plants. Glass furnaces themselves rely heavily on gas; European operators saw TTF prices average EUR 45/MWh in H1 2025, triple the long-term norm. Spanish and Italian lines opted for maintenance shutdowns over operating at negative margins, while Chinese mills, sheltered by state-controlled pricing, widened their cost advantage. Volatility compresses cash flows and delays investment decisions, tempering but not derailing the solar photovoltaic glass market expansion.

Other drivers and restraints analyzed in the detailed report include:

1. Rising Adoption of Bifacial and Glass-Glass Modules
2. Inflation Reduction Act-Fuelled United States PV-Glass Reshoring
3. Capital-Intensive Furnace Conversion to Low-Carbon Fuels

For complete list of drivers and restraints, kindly check the Table Of Contents.

Segment Analysis

Anti-reflective coated glass held 57.12% of 2025 volume, cementing its role as the performance baseline for crystalline-silicon modules. Transparent conductive oxide glass, though a smaller slice of the solar photovoltaic glass market size, is set for a rapid 22.43% CAGR as thin-film demand scales. Tempered substrates continue in rooftop markets because building codes emphasize impact resistance, but growth is slower as utility projects shift to lighter heat-strengthened variants. First Solar's inline-TCO float process trims production time by 15%, making vertically integrated CdTe lines less exposed to spot glass pricing.

Premium dual-layer AR coatings from AGC cut reflectance below 1%, translating into module-level efficiency gains of up to 0.5 percentage points. The coating space is bifurcating: tier-one manufacturers pay USD 2-3/m2 extra for anti-soiling layers, while price-sensitive developers opt for uncoated glass. Specialty products for agrivoltaics and building-integrated photovoltaics, including semi-transparent options, form niche avenues that lift overall value per ton, reinforcing the solar photovoltaic glass market growth narrative.

Float-line technology controlled 67.78% of 2025 output owing to superior flatness (<0.1 mm/m) critical for high-efficiency cells. Rolled glass, historically confined to thin film, is forecast to rise at a 19.56% CAGR as CdTe and CIGS lines multiply. A solar photovoltaic glass market size advantage stems from float's scale economics - Xinyi operates 14 lines with cash costs below USD 180/ton - but its 24/7 nature locks in high fixed energy demand. Rolled production offers demand-responsive flexibility and textured surfaces that aid light trapping, narrowing the quality gap through automated thickness control systems.

Guardian's retrofitted Kingsburg float line aims to tap domestic-content premiums in the United States, showing policy can offset float operating rigors. Meanwhile, Taiwan Glass is tightening rolled-glass tolerance to +-0.15 mm, making it suitable for bifacial modules. Incremental process shifts could redistribute share but leave float structurally dominant through 2031.

Complete Report Scope:

• By Glass Type
  • Tempered Glass
  • Anti-Reflective (AR) Coated Glass
  • Transparent Conductive Oxide (TCO) Glass
  • Others
• By Manufacturing Process
  • Float Glass
  • Rolled Glass
• By Solar Technology
  • Crystalline Silicon
  • Cadmium-Telluride (CdTe) Thin Film
  • Amorphous Silicon (a-Si)
  • Copper-Indium-Gallium-Diselenide (CIGS)
  • Other Technologies
• By Application
  • Residential
  • Non-Residential
    • Commercial
    • Industrial/Institutional
    • Other Applications
• By Geography
  • Asia-Pacific
    • China
    • India
    • Japan
    • South Korea
    • Rest of Asia-Pacific
  • North America
    • United States
    • Canada
    • Mexico
  • Europe
    • Germany
    • United Kingdom
    • France
    • Italy
    • Spain
    • Netherlands
    • Rest of Europe
  • South America
    • Brazil
    • Argentina
    • Rest of South America
  • Middle-East and Africa
    • Saudi Arabia
    • United Arab Emirates
    • Turkey
    • South Africa
    • Egypt
    • Rest of Middle-East and Africa

Geography Analysis

Asia-Pacific held 61.14% of global volume in 2025 and is on pace for a 19.34% CAGR, the fastest regional climb. China's Xinyi and CSG operated more than 32,000 TPD of capacity but paused new furnace ignitions in early 2026 as glass prices dipped below cash cost. India's December 2024 anti-dumping duties triggered domestic expansions by Borosil Renewables and HNG Float Glass, insulating the local solar photovoltaic glass market from import pressure. Japan and South Korea remain smaller in tonnage yet focus on high-efficiency TCO lines linked to tandem-cell research and development. Southeast Asian exporters, once cost leaders, now face margin pressure from rising protectionism in end-markets.

North America records a lower absolute share but commands the steepest percentage capacity growth because of Section 45X credits. First Solar's Ohio and Alabama complexes, plus Guardian's California retrofit, anchor a reshoring wave that rewards integrated players with bonus tax incentives. Canada's upcoming 5 GW module plant by Canadian Solar will source glass domestically, while Mexico positions itself for nearshore supply into the United States under USMCA rules. Lead-time advantages and content bonuses collectively underpin a differentiated solar photovoltaic glass market strategy versus import-heavy models.

Europe's share was relatively low in 2025 as high gas prices shuttered several legacy lines; TTF futures averaged EUR 45/MWh in the first half, triple historical norms. Innovation persists, however: Saint-Gobain-Veolia's Lyon recycling facility and Schott's hydrogen-fired pilot furnish technology leadership and align with the EU's 2027 Carbon Border Adjustment Mechanism. Central European rolled-glass makers struggle against Asian imports even after tariffs, pointing to consolidation ahead. South America and Middle East and Africa remain growth frontiers, with Saudi Arabia's 1,000-TPD Jubail line and Brazil's BNDES-backed Sao Paulo project underscoring policy-driven localization pushes that extend the global solar photovoltaic glass market footprint.

1. AGC Inc.
2. Borosil Renewables
3. CSG Holding Co. Ltd.
4. First Solar
5. Flat Glass Group Co. Ltd.
6. Guardian Industries
7. Hainan Development Holdings (Nanhai) Co. Ltd.
8. Hanwha Group
9. Interfloat Corporation
10. Irico Group New Energy Co. Ltd.
11. Jinjing Group Co. Ltd.
12. Kaneka Energy Management Solutions
13. Nippon Sheet Glass Co. Ltd.
14. Onyx Solar Group LLC
15. Saint-Gobain
16. Schott Solar Glass AG
17. Sisecam
18. Taiwan Glass Ind. Corp.
19. Vitro
20. Xinyi Solar Holdings Limited

Additional Benefits:

• The market estimate (ME) sheet in Excel format
• 3 months of analyst support

TABLE OF CONTENTS

1 Introduction

• 1.1 Study Assumptions and Market Definition
• 1.2 Scope of the Study

2 Research Methodology

3 Executive Summary

4 Market Landscape

• 4.1 Market Overview
• 4.2 Market Drivers
  • 4.2.1 Government-mandated solar-glass quotas in Asia
  • 4.2.2 Rapid build-out of ultra-low-iron float lines in Middle-East and North Africa
  • 4.2.3 Rising adoption of bifacial and glass-glass modules
  • 4.2.4 Inflation Reduction Act-fuelled United States PV-glass reshoring
  • 4.2.5 Circular-economy demand for recycled solar glass
• 4.3 Market Restraints
  • 4.3.1 Soda-ash and energy-price volatility
  • 4.3.2 Capital-intensive furnace conversion to low-carbon fuels
  • 4.3.3 Hail-damage risk to thin, heat-strengthened glass
• 4.4 Value Chain Analysis
• 4.5 Trade Overview
• 4.6 Supply Overview
• 4.7 Porter's Five Forces Analysis
  • 4.7.1 Bargaining Power of Suppliers
  • 4.7.2 Bargaining Power of Buyers
  • 4.7.3 Threat of New Entrants
  • 4.7.4 Threat of Substitutes
  • 4.7.5 Degree of Competition

5 Market Size and Growth Forecasts (Volume)

• 5.1 By Glass Type
  • 5.1.1 Tempered Glass
  • 5.1.2 Anti-Reflective (AR) Coated Glass
  • 5.1.3 Transparent Conductive Oxide (TCO) Glass
  • 5.1.4 Others
• 5.2 By Manufacturing Process
  • 5.2.1 Float Glass
  • 5.2.2 Rolled Glass
• 5.3 By Solar Technology
  • 5.3.1 Crystalline Silicon
  • 5.3.2 Cadmium-Telluride (CdTe) Thin Film
  • 5.3.3 Amorphous Silicon (a-Si)
  • 5.3.4 Copper-Indium-Gallium-Diselenide (CIGS)
  • 5.3.5 Other Technologies
• 5.4 By Application
  • 5.4.1 Residential
  • 5.4.2 Non-Residential
    • 5.4.2.1 Commercial
    • 5.4.2.2 Industrial/Institutional
    • 5.4.2.3 Other Applications
• 5.5 By Geography
  • 5.5.1 Asia-Pacific
    • 5.5.1.1 China
    • 5.5.1.2 India
    • 5.5.1.3 Japan
    • 5.5.1.4 South Korea
    • 5.5.1.5 Rest of Asia-Pacific
  • 5.5.2 North America
    • 5.5.2.1 United States
    • 5.5.2.2 Canada
    • 5.5.2.3 Mexico
  • 5.5.3 Europe
    • 5.5.3.1 Germany
    • 5.5.3.2 United Kingdom
    • 5.5.3.3 France
    • 5.5.3.4 Italy
    • 5.5.3.5 Spain
    • 5.5.3.6 Netherlands
    • 5.5.3.7 Rest of Europe
  • 5.5.4 South America
    • 5.5.4.1 Brazil
    • 5.5.4.2 Argentina
    • 5.5.4.3 Rest of South America
  • 5.5.5 Middle-East and Africa
    • 5.5.5.1 Saudi Arabia
    • 5.5.5.2 United Arab Emirates
    • 5.5.5.3 Turkey
    • 5.5.5.4 South Africa
    • 5.5.5.5 Egypt
    • 5.5.5.6 Rest of Middle-East and Africa

6 Competitive Landscape

• 6.1 Market Concentration
• 6.2 Strategic Moves
• 6.3 Market Share / Ranking Analysis
• 6.4 Company Profiles (includes Global-level Overview, Market-level Overview, Core Segments, Financials as available, Strategic Information, Products and Services, Recent Developments)
  • 6.4.1 AGC Inc.
  • 6.4.2 Borosil Renewables
  • 6.4.3 CSG Holding Co. Ltd.
  • 6.4.4 First Solar
  • 6.4.5 Flat Glass Group Co. Ltd.
  • 6.4.6 Guardian Industries
  • 6.4.7 Hainan Development Holdings (Nanhai) Co. Ltd.
  • 6.4.8 Hanwha Group
  • 6.4.9 Interfloat Corporation
  • 6.4.10 Irico Group New Energy Co. Ltd.
  • 6.4.11 Jinjing Group Co. Ltd.
  • 6.4.12 Kaneka Energy Management Solutions
  • 6.4.13 Nippon Sheet Glass Co. Ltd.
  • 6.4.14 Onyx Solar Group LLC
  • 6.4.15 Saint-Gobain
  • 6.4.16 Schott Solar Glass AG
  • 6.4.17 Sisecam
  • 6.4.18 Taiwan Glass Ind. Corp.
  • 6.4.19 Vitro
  • 6.4.20 Xinyi Solar Holdings Limited

7 Market Opportunities and Future Outlook

• 7.1 White-space and Unmet-Need Assessment