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| Global and China Solar Polysilicon Industry Chain Report, 2008 |
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The hiking price of oil pushes the new energies such as solar energy to the historically high. People are more concerned about fuel ethanol, solar water heater and solar battery industry. Solar polysilicon especially shows a bright prospect.
Today the markets in demand for solar battery mainly concentrate in the USA, Germany, Japan, Korea and Spain; those are in close relationship to the supporting policy. Meanwhile, the supply of high purity crystalline silicon is dominated by few giants such as Hemlock, Wacker and Tokuyama. Among the application fields of solar energy, China grasps the mature technology in solar water heater only; however, China has the same activity and enthusiastic as any other countries in exploring and developing solar PV industry. In 2006, the output of solar battery in China was 438MWP, accounting for 17.1% of the world total. In 2007, the output of solar battery in China surpassed Japan and the USA, reaching 1088MWP, became the biggest producer in the world. In term of 11 tons or more polysilicon producing 1MWP solar battery, China’s self-produced polysilicon can only satisfy the production of 80MWP solar battery, but the solar battery produced in China was 1088MWP in 2007, which means the polysilicon for the rest of 1008MWP was rely on exports or other channels. Meanwhile, the price of polysilicon in China keeps rising, from 25 to 40 USD per kilogram in 2001- 2003, to 200 USD per kilogram in 2006; its average price reached 300 USD per kilogram in 2007. In late 2007 or early 2008, price of polysilicon hit a historically high at 400 USD per kilogram. In correspondence to the hot investment plan of solar polysilicon and the price trend, Chinese manufacturers generally have the following problems: lacking of core technology, low-level repetitive constructions and incomplete industry chain mix etc. Today, parts of the key equipments still rely on imports. For example, casting furnace, wire cutting machine tool and PECVD etc. 1. Brief Introduction to Solar Polysilicon Industry
1.1 Brief Introduction to Solar Polysilicon 1.1.1 Silicon, Monocrystalline Silicon, Polysilicon and Amorphous Silicon 1.1.2 Utility of Polysilicon 1.1.3 Classification of Polysilicon 1.1.4 Related Terms on Polysilicon 1.1.5 Production Technique of Polysilicon 1.1.6 Quality Standard and Technical Indices 1.2 Solar Polysilicon Industry Chain 1.2.1 Construction Mode of Solar Polysilicon Industry Chain 1.2.2 Correlation of Polysilicon Industry Chain 1.3 Policy Circumstance of Solar Polysilicon Industry 1.3.1 Industrial Development Plan 1.3.2 Stock Listed Companies in 2007 1.3.3 Domestic Supervision Policy 1.4 Development of Solar Polysilicon Industry in the World 1.5 Development of Solar Polysilicon Industry in China 2. Status Quo of Solar Polysilicon Market 2.1 Analysis of the Material Market 2.2 Status Quo of Polysilicon Market in the World 2.2.1 International Market Pattern 2.2.2 Supply and Demand in the World 2.2.3 Forecast of World Polysilicon Market 2.3 Polysilicon Market in China 2.3.1 Domestic Market Pattern 2.3.2 Problems Facing the Domestic Polysilicon Companies 2.3.3 Supply and Demand in China 2.3.4 Forecast of China Polysilicon Market 2.4 Brief Summarization 3. Main Manufacturers of Polysilicon 3.1 Comprehensive Introduction to Main Manufacturers of Polysilicon 3.2 Hemlock Semiconductor 3.2.1 Company Profile 3.2.2 Shareholding Structure 3.2.3 Upstream Material Supplier, Middle-stream Product and Down-stream Clients of Hemlock 3.2.4 Main Clients and Supply Chain 3.2.5 Development Strategy 3.2.6 Contact 3.3 Wacker Chemie 3.3.1 Company Profile 3.3.2 Production Expansion Plan 2007-2010 3.3.3 Performance in 2007 3.3.4 Main Clients and Supply Chain 3.3.5 Development Strategy and Summarization 3.3.6 Contact 3.4 Tokuyama 3.4.1 Company Profile and Organization Structure 3.4.2 Shareholding Structure 3.4.3 Operation Status in 2004-2007 3.4.4 Main Clients and Supply Chain 3.4.5 Development Strategy and Summarization 3.4.6 Contact 3.5 MEMC Electronic Materials 3.5.1 Company Profile 3.5.2 Global Nine Manufacturing Bases and Distribution of Sales Revenue 3.5.3 Operation Revenue and Profit Margin, 2004-2007 3.5.5 Development Strategy and Summarization 3.5.6 Contact 3.6 REC 3.6.1 Company Profile and Organization Structure 3.6.2 Production and Sales 2002-2007 3.6.3 Production Expansion Plan 2007-2010 3.6.4 Operation Revenue 2004-2007 3.6.5 Development Strategy and Summarization 3.6.3 Contact 3.7 Mitsubishi Materials & Mitsubishi Polycrystalline Materials（US） 3.7.1 Company Profile 3.7.2 Main Product Series 3.7.3 Forecast of the Prospect 3.7.4 Operation Revenue and Profit Margin, 2005-2007 3.7.5 Main Clients and Supply Chain 3.7.6 Development Strategy and Summarization 3.8 Sumitomo 3.8.1 Company Profile and Organization Structure 3.8.2 Operation Status in Main Departments in 2007 3.8.3 Main Products in Solar Energy Field 3.8.4 Operation Revenue and Profit Margin 3.8.5 Development Strategy and Summarization 3.9 Luoyang Sino-silicon High Technology Co., Ltd 3.9.1 Company Profile and Organization Structure 3.9.2 Production and Sales 2002-2007 3.9.3 Production Expansion Plan 2007-2010 3.9.4 Contact 3.10 Emei Semiconductor Materials Factory 3.10.1 Company Profile 3.10.2 Production and Sales, 2002-2007 3.10.3 Production Expansion Plan, 2007-2010 3.10.4 Operation Revenue and Products 3.10.5 Development Strategy and Summarization 3.11 Projects Planned to be Build in China and in the World 3.11.1 Nippon Steel Corporation 3.11.2 DC Chemical Co. Ltd 3.11.3 ENDESA Generacion, Isofoton etc 3.11.4 SiChuan Xinguang Silicon Techonology Co., Ltd 3.11.5 Ningxia Sunshine Silicon Co., Ltd 3.11.6 Shunda Semiconductor Development Co., Ltd. 3.11.7 Linghai Jinhua Smelting Co., Ltd 3.11.8 Polysilicon Projects in Wuhai City of Inner Mongolia 3.11.9 Sichuan Chaolei Industry Co., Ltd. 3.12 Summarization 4. Main Manufacturers of Silicon Ingot and Patch 4.1 Brief Introduction to Silicon Ingot and Patch Manufacturers 4.2 ScanWafer（REC） 4.2.1 Company Profile and Organization Structure 4.2.2 Production and Sales, 2002-2006 4.2.3 Operation Revenue and Profit Margin 4.2.4 Main Clients and Supply Chain 4.2.5 Development Strategy and Summarization 4.3 Deutsche Solar 4.3.1 Company Profile and Organization Structure 4.3.2 Market Distribution 2006-2007 4.3.3 Operation Revenue and Profit Margin 4.3.4 Main Clients and Supply Chain 4.3.5 Development Strategy and Summarization 4.4 M.Setek 4.4.1 Company Profile and Organization Structure 4.4.2 Production and Sales 2002-2006 4.4.3 Distribution of Production Capacity Worldwide 4.4.4 Main Clients and Supply Chain 4.4.5 Forecast of Future Development 4.5 Kyocera 4.5.1 Company Profile and Organization Structure 4.5.2 Production and Sales 2002-2007 4.5.3 Operation Revenue and Profit Margin 4.5.4 Main Clients and Supply Chain 4.5.5 Development Strategy and Summarization 4.6 BP Solar 4.6.1 Company Profile and Organization Structure 4.6.2 Production and Sales 2003-2007 4.6.3 Operation Revenue in 2007 4.6.4 Main Clients and SUPPLY Chain 4.6.5 Development Strategy and Summarization 4.7 PV Crystalox 4.7.1 Company Profile and Organization Structure 4.7.2 Market 4.7.3 Operation Revenue 2006-2007 4.7.4 Main Clients and Contact 4.7.5 Forecast of Future Development 4.8 Shell Solar 4.8.1 Company Profile and Organization Structure 4.8.2 Production and Sales 2002-2007 4.8.3 Main Clients and Supply Chain 4.8.4 Development Strategy and Summarization 4.9 Sanyo 4.9.1 Company Profile and Organization Structure 4.9.2 Sanyo's Solar Ark 4.9.3 Operation Revenue and Profit Margin, 2004-2007 4.9.4 Main Clients and Supply Chain 4.9.5 Development Strategy and Summarization 4.10 JFE Steel 4.10.1 Company Profile and Organization Structure 4.10.2 Production and Sales 2002-2007 4.10.3 Operation Revenue and Profit Margin 2004-2007 4.10.4 Main Clients and Supply Chain 4.10.5 Development Strategy and Summarization 4.11 Sumco 4.11.1 Company Profile and Organization Structure 4.11.2 Main Product Category 4.11.3 Operation Revenue and Profit Margin 2004-2007 4.11.4 Contact 4.11.5 Forecast of Future Production Capacity 4.12 RWE Schott Solar 4.12.1 Company Profile and Organization Structure 4.12.2 Production Capacity Distribution Worldwide 4.12.3 Operation Situation 2006-2007 4.12.4 Main Clients and Supply Chain 4.12.5 Forecast of Production Capacity 4.13 Sharp 4.13.1 Company Profile and Organization Structure 4.13.2 Proportion of Solar Products to Total Sharp Sales Profits 4.13.3 Operation Revenue and Profit Margin 2004-2007 4.13.4 Main Clients and Supply Chain 4.13.5 Development Strategy and Summarization 4.14 Yingli Solar 4.14.1 Company Profile and Organization Structure 4.14.2 Operation Status 2003-2007 4.14.3 Forecast of Production Capacity 4.15 LDK Solar Hi-Tech Co., Ltd. 4.15.1 Company Profile and Organization Structure 4.15.2 Production and Sales 2007-2008 4.15.3 Main Clients and Supply Chain 4.15.4 Forecast of Production Capacity 4.16 Ersol Solar Energy AG（ASi Industries GmbH） 4.16.1 Company Profile and Organization Structure 4.16.2 Operation Revenue and Profit Margin, 2002-2006 4.16.3 Development Strategy and Summarization 4.17 Photowatt International SAS 4.17.1 Company Profile and Organization Structure 4.17.2 Technical Advantage 4.17.3 Contact 4.18 Jinglong Group 4.18.1 Company Profile and Organization Structure 4.18.2 Production and Sales 2002-2007 4.18.3 Operation Revenue and Profit Margin 4.18.4 Main Clients and Supply Chain 4.18.5 Forecast of Production Capacity 4.19 Space Energy 4.19.1 Company Profile and Organization Structure 4.19.2 Contact 4.20 Swiss Wafer 4.20.1 Company Profile and Organization Structure 4.20.2 Market 4.20.3 Main Clients and Supply Chain 4.21 TOPSIL SEMICONDUCTOR MATERIALS A/S 4.21 Topsil Semiconductor Materials A/S 4.21.1 Company Profile and Organization Structure 4.21.2 Operation in 2003-2007 4.21.3 Main Clients and Supply Chain 4.22 Others 4.22.1 Wafer World 4.22.2 IB Vogt GmbH 4.22.3 LG Siltron 4.22.4 Maharishi Solar Technology Pvt. Ltd. 4.22.5 Renesola 4.22.6 JSC Pillar 4.23 Summarization 5. Solar Battery, Module and System 5.1 General Introduction to Solar Battery Market 5.2 General Introduction to Solar Module 5.3 General Introduction to Solar System 5.4 Q-Battery 5.4.1 Company Profile and Organization Structure 5.4.2 Production and Sales 2005-2007 5.4.3 Operation Revenue and Profit Margin 5.4.4 Main Clients and Contacts 5.5 Sanyo 5.5.1 Company Profile and Organization Structure 5.5.2 Production and Sales 2002-2006 5.5.3 Main Clients and Contacts 5.5.4 Development Strategy and Summarization 5.6 Mitsubishi 5.6.1 Company Profile and Market Structure 5.6.2 Main Products and Contacts 5.7 RWE SCHOTT Solar 5.7.1 Company Profile and Organization Structure 5.7.2 Operation Revenue and Profit Margin 5.7.3 Main Clients and Supply Chain 5.7.4 Development Strategy and Summarization 5.8 BP Solar 5.8.1 Company Profile and Organization Structure 5.8.2 Operation Status 2005-2007 5.8.3 Products and Contacts 5.9 Suntech Power 5.9.1 Company Profile and Organization Structure 5.9.2 Operation Revenue and Profits 5.9.3 Products and Contacts 5.9.4 Development Strategy and Summarization 5.10 Motech 5.10.1 Company Profile and Organization Structure 5.10.2 Production and Sales 2004-2007 5.10.3 Main Products and Contacts 5.11 Shell Solar 5.11.1 Company Profile and Organization Structure 5.11.2 Production and Sales 2000-2006 5.11.3 Products and Contacts 5.12 Isofoton 5.12.1 Company Profile and Organization Structure 5.12.2 Operation Revenue and Profit Margin 5.12.3 Main Clients and Supply Chain 5.12.4 Development Strategy 5.13 Deutsche Battery 5.13.1 Company Profile and Organization Structure 5.13.2 Contact 5.14 Photowatt 5.14.1 Company Profile and Organization Structure 5.14.2 Operation Revenue and Profit Margin 5.15 Ersol 5.15.1 Company Profile and Organization Structure 5.15.2 Operation Revenue in 2008 5.16 GE Energy 5.16.1 Company Profile and Organization Structure 5.16.2 Operation Revenue and Profit Margin, 2003-2007 5.17 United Solar 5.18 Sunways 5.18.1 Company Profile and Organization Structure 5.18.2 Operation Revenue and Profit Margin in 2007 5.18.3 Development Strategy 5.19 E-ton Solar 5.19.1 Company Profile and Organization Structure 5.19.2 Development Strategy and Summarization 5.20 Yingli 5.20.1 Company Profile and Organization Structure 5.20.2 Operation 2003-2007 5.20.3 Main Clients and Contacts 5.20.4 Development Strategy 5.21 China Sunergy 5.21.1 Company Profile and Organization Structure 5.21.2 Development Strategy and Summarization 5.22 Others 5.22.1 Topray Solar 5.22.2 Yunnan Tianda Photovoltaic Co., Ltd. 5.22.3 Ningbo SunEarth Solar Power Co., Ltd. 5.22.4 Shanghai Solar Energy S&T Co., Ltd 5.22.5 Shanghai Topsolar Green Energy Co., Ltd 5.22.6 Wuxi Shangpin solar science & Technology CO.,LTD 5.22.7 Jiangsu Linyang Solarfun Co., Ltd 5.23 Summarization 6. Consumption Market of Solar Battery 6.1 Global Consumption Market of Solar 6.1.1 Photo Voltaic 6.1.2 Government Policy on Solar 6.2 Germany 6.2.1 National Policy and Plan 6.2.2 Review and Prospect of Solar Consumption 6.2.3 Development Strategy 6.3 Japan 6.3.1 National Policy and Plan 6.3.2 Review and Prospect of Solar Consumption 6.3.3 Development Strategy 6.4 USA 6.4.1 National Policy and Plan 6.4.2 Review and Prospect of Solar Consumption 6.4.3 Development Strategy 6.5 China 6.5.1 National Policy and Plan 6.5.2 Review and Prospect of Solar Consumption 6.5.3 Development Strategy 6.6 Spain 6.6.1 National Policy and Plan 6.6.2 Review and Prospect of Solar Consumption 6.6.3 Development Strategy 6.7 Italy 6.7.1 National Policy and Plan 6.7.2 Review and Prospect of Solar Consumption 6.7.3 Development Strategy 6.8 France 6.8.1 National Policy and Plan 6.8.2 Review and Prospect of Solar Consumption 6.8.3 Development Strategy 6.9 Australia 6.9.1 National Policy and Plan 6.9.2 Review and Prospect of Solar Consumption 6.10 Britain 6.10.1 National Policy and Plan 6.10.2 Review and Prospect of Solar Consumption 6.11 Greece 6.11.1 National Policy and Plan 6.11.2 Review and Prospect of Solar Consumption 6.12 Other Countries and Areas 6.12.1 India 6.12.2 Austria 6.12.3 Finland 6.12.4 Denmark 6.12.5 Norway 6.12.6 Sweden 6.12.7 Holland, Belgium and Luxemburg 6.12.8 New Member of European Union 6.12.9 Korea 6.12.10 Taiwan 6.13 Summarization |
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