China Solar Grade Wafer or Ingot Industry Research Report

July 7, 2010

Although there is a rapidly growing solar wafer shipment, it has been less than the increase of solar cells downstream, so cute the ongoing shortage of solar wafers, which is due to higher prices of polysilicon and the lack of platelets, platelet selling price increases in the second 25 USD / W in 2006, the second 15USD / W in 2005. 2 and 38 USD / W in 2007H1, we estimate that the trend will continue in 2007H2 and the ASP in 2007 to the second 40USD / W. On the supply and demand is the shortage of 16 MW in the wafer 2005,140 MW in 2006, and will be expanded to 180 MW in 2007, after? 2007 China Solar Silicon Wafer or ingot industry research report forecasts for 2008 and subsequent years is still far from platelets. However, falling prices of solar cell module to continue in the coming years will bring some reduction in prices (not many) of platelets. As the continued shortage of wafer and increase strong downstream demand, more and more investors from the industry platelets and platelet production as quickly increase its capacity, despite the expansion of capacity is easy increasing shipments of chips is not easy due to lack continue polysilicon. 2006 solar wafer shipment multi-crystal silicon was 110mW, while only sending crystal silicon wafer was more than 280 MW of monocrystalline silicon wafers is much more than sending multi silicon wafer crystal, it is very different when the international situation as a transfer wafer multi-crystal almost twice silicon single crystal wafer shipping. China local single crystal silicon wafer was second 7times sending multi silicon wafer crystal. The main reason for this is single crystal silicon wafer is as multi crystal silicon wafer as the key production equipment pulling machine is easy to obtain in China with low cost, multi, while Crystal DSS furnace only can foreign market with a high price. Buy. but this situation will change in 2012, after? its 2007 China Solar Silicon Wafer or ingot industry research report forecast, 2012 China local multi sending crystal silicon wafer will require five times the first silicon single crystal wafer shipment, mostly to change very few projects Important crystal wafers with several downstream customers and multi crystalline silicon wafer is cheap and quite good. 2006 turnover of platelets in China was 899 million increased 191% to 309 million USD in 2005. In 2007, revenues will increase by 148% compared to 2006 reached 2.226 billion, and it helps maintain a high rate of more years to come. Based on the use of the polysilicon shortage, total utilization of China wafer less than 50% though the downstream demand is large. The load increases gradually in the coming years and reach 60%, or after the forecast year 2007, China Solar Silicon Wafer or ingot industry research report. China as the largest manufacturing base of solar cells, most pads have been sold to local customers but also sold more than 20% market overseas, has sold the largest region Taiwan market overseas, the European Union, USA, Kore, Japan also request some. About Rae materials, as polysilicon shortage and most manufacturers of polysilicon to be completed by the end of 2008, almost all raw materials from renewable resources, or high polysilicon prices spot market. Some large and famous manufacturers (such as Yingli Solar Trina Solar etc Jinglong LDK) has signed contracts long term supply of polysilicon, but most of the contract can not supply polysilicon before 2009. Sun hardware revewable polisilicon and high spot market prices for raw materials will be the largest in the industry in China local wafer. Incidentally, almost all manufacturers of hard net income is higher than cell suppliers, some companies reported net income rate is over 30%, it brings many new features, as most suppliers may stop selling the solution of the fab force offer. Investors who have capital, downstream clients, and the type of relationships with suppliers of raw materials upstream of this industry is, in fact, the proposed wafer almost all large and large occurred in 2005 – August 2007. and also some news in the coming years in power. Thus, competition in the wafer industry in China will be severe. The researchers suggest that the new owner is a great advantage of raw materials in the competition’s own forces. China Solar Silicon Wafer or ingot Industry Research Report is a report mainly introduce China to the chain of the solar wafer industry, including the portion of the report contained in the upstream industry: sources of polysilicon raw materials, Furance (ingot pulling machine DSS furnace), wire saw equipment (square wire saws) sources and quantity. wafer ingot bullion content industry wafer supply shipments sales demand price revenue net income and capacity utilization, expanding information Information on equipment, manufacturers, etc.; content downstream retail customers : demand of wafer, downstream clients by manufacturer, regional sales and market share, etc. The investigation and research of the industry chain of platelet Overall, the report may show an in-depth introduction and an excellent subject for the wafer industry in China and is suitable for investors for marketing and strategic planning company. Contents: Introduction 12 First Solar Grade Wafer Industry Executive Summary The 43rd Transport and turnover .2005-2012-174. 235th selling price of wafers manufacturing capacity utilization and 0.2005 to 2007 276th Equipment and raw materials (polysilicon) 297 Solar wafer manufacturer 328th Key Conclusions and proposals 167

Filed under: Market Research

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