China's Polysilicon Market in Solar Photovoltaic Industry
The prospect of polysilicon industry which is still in its rising stage is definitely bright, and it is very hard for few producers to monopolize the market. It is still relatively easy for new entrants to seize the market opportunity using proper competition strategy.
It is very possible that 2015 will be a turning point for PV industry, when gird parity of solar energy may really arrive and new economy balance may be retrieved, resulting new round of prosperity of polysilicon industry. Then, increasing demand may push up the price.
As a high-tech capital-intensive industry, the technology trading and equipment selling market of polysilicon industry will continuously prosper in following 10 years.
The main threat comes from the risk of excessive capacity. It is predicted that in 2013 the annual production capacity of polysilicon will rise to 31 thousand tonnes in China, about 40% of which only has weak competitiveness, while the actual output was only 10 thousand tonnes.
Aiming to unveil the actual development trends of polysilicon industry in China, we take this investigation and make this report. Meanwhile, the following hot points in China’s polysilicon industry are also covered:
It is very possible that 2015 will be a turning point for PV industry, when gird parity of solar energy may really arrive and new economy balance may be retrieved, resulting new round of prosperity of polysilicon industry. Then, increasing demand may push up the price.
As a high-tech capital-intensive industry, the technology trading and equipment selling market of polysilicon industry will continuously prosper in following 10 years.
The main threat comes from the risk of excessive capacity. It is predicted that in 2013 the annual production capacity of polysilicon will rise to 31 thousand tonnes in China, about 40% of which only has weak competitiveness, while the actual output was only 10 thousand tonnes.
Aiming to unveil the actual development trends of polysilicon industry in China, we take this investigation and make this report. Meanwhile, the following hot points in China’s polysilicon industry are also covered:
- Production and consumption of polysilicon in China, from 2006 to 2010
- The technology and device trading market of polysilicon industry in China
- Production process and cost of main producers in July 2011
- Analysis on Commercial opportunities and Effective competition strategy
- Import & export analysis of polysilicon in China, 2009~ 2010
- Government policy and regulation
- Forecast on production cost of polysilicon and solar energy, output of crystalline cells in China, consumption volume and output of polysilicon in China from 2011 to 2019
Executive summary
Introduction and methodology
I Detailed description of Chinese polysilicon industry
I-1 Consumption of polysilicon in recent 5 years
I-2 Production of polysilicon in recent 5 years
I-3 Main producers
I-4 Market shares
I-5 Government regulations and policies
I-6 Technology and device providers
I-7 History of price variation
I-8 Production routes of polysilicon
II Features of demand
III Analysis on competition and cost
III-1 Production process and cost of main producers
III-2 Competition situation of main producers
IV I/E analysis
V Development trends
V-1 Forecast on production cost
V-2 Forecast on prodution cost of solar energy
V-3 Forecast on output of crystalline cells
V-4 Forecast on market shares of Chinese crystalline modules
V-5 Forecast on consumption volume and output
V-6 Forecast on government regulations
VI Commercial opportunities and potential threats
VII Effective competition strategy
VIII Profile
VIII-1 Golden Concord Holdings Limited
VIII-2 Sichuan Xinguang Silicon Science & Technology Co., Ltd.
VIII-3 LDK Solar Hi-Tech Co., Ltd.
VIII-4 Emei Semiconductor Material Factory
VIII-5 Daqo New Energy Co., Ltd.
VIII-6 ReneSola Sola energy Co,Ltd.
VIII-7 Leshan Ledian Tianwei Silicon Technology Ltd.
VIII-8 CSG Holding Co., Ltd.
VIII-9 Asia Silicon (Qinghai) Co., Ltd.
VIII-10 China Silicon Corporation Ltd.
VIII-11 Sichuan Yongxiang Poly-Silicon Co., Ltd.
Introduction and methodology
I Detailed description of Chinese polysilicon industry
I-1 Consumption of polysilicon in recent 5 years
I-2 Production of polysilicon in recent 5 years
I-3 Main producers
I-4 Market shares
I-5 Government regulations and policies
I-6 Technology and device providers
I-7 History of price variation
I-8 Production routes of polysilicon
II Features of demand
III Analysis on competition and cost
III-1 Production process and cost of main producers
III-2 Competition situation of main producers
IV I/E analysis
V Development trends
V-1 Forecast on production cost
V-2 Forecast on prodution cost of solar energy
V-3 Forecast on output of crystalline cells
V-4 Forecast on market shares of Chinese crystalline modules
V-5 Forecast on consumption volume and output
V-6 Forecast on government regulations
VI Commercial opportunities and potential threats
VII Effective competition strategy
VIII Profile
VIII-1 Golden Concord Holdings Limited
VIII-2 Sichuan Xinguang Silicon Science & Technology Co., Ltd.
VIII-3 LDK Solar Hi-Tech Co., Ltd.
VIII-4 Emei Semiconductor Material Factory
VIII-5 Daqo New Energy Co., Ltd.
VIII-6 ReneSola Sola energy Co,Ltd.
VIII-7 Leshan Ledian Tianwei Silicon Technology Ltd.
VIII-8 CSG Holding Co., Ltd.
VIII-9 Asia Silicon (Qinghai) Co., Ltd.
VIII-10 China Silicon Corporation Ltd.
VIII-11 Sichuan Yongxiang Poly-Silicon Co., Ltd.
LIST OF TABLES
Table I-1-1 Solar grade polysilicon consumption in China, 2006-2010
Table I-3-1 Main polysilicon producers in China in 2011, table1
Table I-3-2 Main polysilicon producers in China in 2011, table2
Table I-3-3 Main polysilicon producers in China in 2011, table3
Table I-6-1 Technology and device providers in China, 2004-2011
Table I-6-2 Information on technology and device providers in China, 2004-2011
Table III-1-1 Production cost analysis of main polysilicon producers in China, Table1
Table III-1-2 Production cost analysis of main polysilicon producers in China, Table2
Table III-2-1 Table Comparison of main polysilicon producers in China, 2011
Table IV-1-1 Import volume of polysilicon by country, H1 2011
Table V-1-1 Unit production cost, 2007-2011, USD/kg
Table V-1-2 Estimated unit production cost, 2012-2016, USD/kg
Table V-2-1 Produciton cost of solar energy, 2007-2011
Table V-3-1 Prediction of output of crystalline modules, 2012-2019
Table V-4-1 Forecast on Chinese share in global crystalline module market, 2012-2019
Table V-5-1 Prediction of Chinese consumption and output of polysilicon, 2012-2019
Table I-1-1 Solar grade polysilicon consumption in China, 2006-2010
Table I-3-1 Main polysilicon producers in China in 2011, table1
Table I-3-2 Main polysilicon producers in China in 2011, table2
Table I-3-3 Main polysilicon producers in China in 2011, table3
Table I-6-1 Technology and device providers in China, 2004-2011
Table I-6-2 Information on technology and device providers in China, 2004-2011
Table III-1-1 Production cost analysis of main polysilicon producers in China, Table1
Table III-1-2 Production cost analysis of main polysilicon producers in China, Table2
Table III-2-1 Table Comparison of main polysilicon producers in China, 2011
Table IV-1-1 Import volume of polysilicon by country, H1 2011
Table V-1-1 Unit production cost, 2007-2011, USD/kg
Table V-1-2 Estimated unit production cost, 2012-2016, USD/kg
Table V-2-1 Produciton cost of solar energy, 2007-2011
Table V-3-1 Prediction of output of crystalline modules, 2012-2019
Table V-4-1 Forecast on Chinese share in global crystalline module market, 2012-2019
Table V-5-1 Prediction of Chinese consumption and output of polysilicon, 2012-2019
LIST OF FIGURES
Figure I-1-1 Consumption volume of solar grade polysilicon in China, 2006-2010
Figure I-2-1 Polysilicon output in China, 2006-2010
Figure I-2-2 Market shares of main polysilicon producers in China by output, 2010
Figure I-4-1 Market share of imported polysilicon in China, 2006-2010
Figure I-4-2 Market shares of Chinese polysilicon producers by output, 2006-2010
Figure I-7-1 Variation of spot prices of solar grade polysilicon in China, 2006-2011
Figure I-8-1 Process of advanced siemens method
Figure I-8-2 Process of optimized momosilane method
Figure I-8-3 Process of physical method
Figure IV-1-1 Import volume of polysilicon by country, tonne, 2009-2010
Figure V-1-1 Forecast on production cost, 2012-2016, USD/kg
Figure V-2-1 Prediction of production cost of solar energy, 2012-2016
Figure V-3-2 Forecast on global output of crystalline modules, 2012-2019
Figure V-4-1 Forecast on Chinese share in global crystalline module market
Figure V-5-1 Forecast on Chinese consumption and output of polysilicon, 2012-2019
COMPANIES MENTIONED
Golden Concord Holdings Limited,LDK Solar Hi-Tech Co., Ltd,China Silicon Corporation Ltd.,Daqo New Energy Corp.,ReneSola Sola energy Co,Ltd,Jiangsu Shunda Electronic Materials Co.,Ltd.,CSG Holding Co., Ltd,Emei Semiconduct Material Factory,Leshan Ledian Tianwei Silicon Technology Ltd.,Tianwei Sichuan Silicon Co., Ltd.,Xinguang Silicon Science & technology Ltd.,Ningxia Sunshine Silicon Industry Co., Ltd,Sichuan Yongxiang Poly-Silicon Co., Ltd,Asia Silicon Co., Ltd.,Wuxi Zhongcai Group
Figure I-1-1 Consumption volume of solar grade polysilicon in China, 2006-2010
Figure I-2-1 Polysilicon output in China, 2006-2010
Figure I-2-2 Market shares of main polysilicon producers in China by output, 2010
Figure I-4-1 Market share of imported polysilicon in China, 2006-2010
Figure I-4-2 Market shares of Chinese polysilicon producers by output, 2006-2010
Figure I-7-1 Variation of spot prices of solar grade polysilicon in China, 2006-2011
Figure I-8-1 Process of advanced siemens method
Figure I-8-2 Process of optimized momosilane method
Figure I-8-3 Process of physical method
Figure IV-1-1 Import volume of polysilicon by country, tonne, 2009-2010
Figure V-1-1 Forecast on production cost, 2012-2016, USD/kg
Figure V-2-1 Prediction of production cost of solar energy, 2012-2016
Figure V-3-2 Forecast on global output of crystalline modules, 2012-2019
Figure V-4-1 Forecast on Chinese share in global crystalline module market
Figure V-5-1 Forecast on Chinese consumption and output of polysilicon, 2012-2019
COMPANIES MENTIONED
Golden Concord Holdings Limited,LDK Solar Hi-Tech Co., Ltd,China Silicon Corporation Ltd.,Daqo New Energy Corp.,ReneSola Sola energy Co,Ltd,Jiangsu Shunda Electronic Materials Co.,Ltd.,CSG Holding Co., Ltd,Emei Semiconduct Material Factory,Leshan Ledian Tianwei Silicon Technology Ltd.,Tianwei Sichuan Silicon Co., Ltd.,Xinguang Silicon Science & technology Ltd.,Ningxia Sunshine Silicon Industry Co., Ltd,Sichuan Yongxiang Poly-Silicon Co., Ltd,Asia Silicon Co., Ltd.,Wuxi Zhongcai Group
