Recent Global Polysilicon Quarterly Market Tracker (2008~2013)
Global demand/supply for polysilicon for photovoltaic is expected to face an oversupply of about 23,495tons this year. It is equivalent to about 15% of the estimated total polysilicon demand of 174,088tons. Polysilicon production was in short supply last year with booming demand of photovoltaics. However, the supply/demand condition was reversed. As most polysilicon companies expanded their production lines and new companies entered into the market, which dramatically increased the supply. This is because demand for photovoltaic polysilicon for photovoltaic increased by about 19% compared to previous year, while the supply increased by about 48%.
Global top 10 companies are not affected by supply/demand circumstances since they are mostly providing stable supplied under the long-term contract. The current demand/supply condition is expected to last until at least 2013 so there would be a big gap between polysilicon leading companies and late starters.
This report contains polysilicon production and investment plan of global top 50 polysilicon companies by quarter. It is also including production capacity analyzed by production line, photovoltaic/semiconductor-used, manufacturing process, and state/region until 1Q of 2011 and forecasting polysilicon demand/supply and cost by 2013 by predicting the supply based on future investment plans.
It provides a short-term prospect about global top 50 companies' survival strategy and polysilicon investment climate by 2013. It helps to grasp the flow of the polysilicon market for polysilicon manufacturers as well as wafer/cell companies who directly purchase the raw material.
Global top 10 companies are not affected by supply/demand circumstances since they are mostly providing stable supplied under the long-term contract. The current demand/supply condition is expected to last until at least 2013 so there would be a big gap between polysilicon leading companies and late starters.
This report contains polysilicon production and investment plan of global top 50 polysilicon companies by quarter. It is also including production capacity analyzed by production line, photovoltaic/semiconductor-used, manufacturing process, and state/region until 1Q of 2011 and forecasting polysilicon demand/supply and cost by 2013 by predicting the supply based on future investment plans.
It provides a short-term prospect about global top 50 companies' survival strategy and polysilicon investment climate by 2013. It helps to grasp the flow of the polysilicon market for polysilicon manufacturers as well as wafer/cell companies who directly purchase the raw material.
- Global demand/supply forecast for polysilicon (2008~2013)
- Chinese polysilicon demand/supply status and production analysis
- Polysilicon capacity, production and future prospect by quarter of 50 companies
- Polysilicon production by manufacturing process, country, and continent
- Production cost by manufacturing process
CHAPTER 1. GLOBAL PV MARKET FORECAST
1.1 Global PV installation market
1.2 Global cell production forecast
1.3 Global vs China c-Si Cell Production Forecast
CHAPTER 2. GLOBAL POLYSILICON MARKET FORECAST
2.1 Demand vs Supply forecast (2008~2013)
2.2 Demand vs Supply of China market (2008~2013)
2.3 Polysilicon Price (2008~2013)
2.4 Solar grade Polysilicon Capacity & Production forecast (2008~2013)
2.5 Semi grade Polysilicon Capacity & Production forecast (2008~2013)
2.6 Capacity by Nation (2008~2013)
2.7 Production by Nation (2008~2013)
2.8 Capacity by Technology (2008~2013)
2.9 Production by Technology (2008~2013)
2.10 Capacity & Production by Continent (2008~2013)
2.10.1 Oceania (2008~2013)
2.10.2 North America (2008~2013)
2.10.3 Europe (2008~2013)
2.10.4 Asia (2008~2013)
2.11 TOP 10 company
2.11.1 Capacity of TOP company
2.11.2 Production of TOP company
2.11.3. Global demand vs TOP 10 company supply
2.11.4 Global supply vs TOP 10 company supply
2.12 Capacity & Production by major nation (2008~2013)
2.12.1 South Korea (2008~2013)
2.12.2 China (2008~2013)
2.12.3 Japan (2008~2013)
2.12.4 U.S.A (2008~2013)
2.12.5 4 nations vs Global (2008~2013)
CHAPTER 3. COST ANALYSIS BY TECHNOLOGY
3.1 TCS-Siemens (TCS purchase)
3.2 TCS-Siemens ( Normal)
3.3 TCS-Siemens (Exhaust gas Recycling)
3.4 Silane-Siemens
3.5 Silane-FBR
3.6 TCS-FBR
3.7 UMG
CHAPTER 4. COMPANY DATA BASE OF POLYSILICON CAPACITY & PRODUCTION FORECAST (2008~2013)
4.1 Oceania
4.1.1 Prime Solar
4.2 North America
4.2.1 Hemlock
4.2.2 MEMC
4.2.3 Gobel Specialty Metals
4.2.4 21 Century Silicon
4.2.5 Beconcour
4.2.6 RSI Silicon
4.2.7 AE Polysilicon
4.2.8 ARISE
4.3 Europe
4.3.1 REC
4.3.2 Wacker
4.3.3 Nitol Solar
4.3.4 Isofoton et al
4.3.5 Italsilicon
4.3.6 PV crystalox
4.3.7 Basic Element
4.3.8 ESTELUX
4.3.9 SILFAB
4.3.10 The Silicon Mine
4.3.11 Elkem
4.3.12 Solarvalue
4.4 Asia
4.4.1 Japan
Mitsubishi Material
Tokuyama
DAQO
Hoku Scientific
M. SETEK
Japan Solar Silicon
4.4.2 South Korea
OCI
HKSilicon
KCC
Woongjin Polysilicon
Samsung Fine Chemical
4.4.3 China
GCL Solar
LDK Solar
Shunda
Sunshine Silicon
Dongqi Leshan
Huanghe Upriver Hydroelectricity
Renesolar JV
Shenzhou Silicon
Tianwei Sichuan
Yongwang Silicon
Yongxiang
Sinosteel Scie-tech
Zhejiang Propower
CSG
4.4.4 Others
Bhaskar Silicon
Qatar Solar technologies
SUN materials
Taiwan Polysilicon
1.1 Global PV installation market
1.2 Global cell production forecast
1.3 Global vs China c-Si Cell Production Forecast
CHAPTER 2. GLOBAL POLYSILICON MARKET FORECAST
2.1 Demand vs Supply forecast (2008~2013)
2.2 Demand vs Supply of China market (2008~2013)
2.3 Polysilicon Price (2008~2013)
2.4 Solar grade Polysilicon Capacity & Production forecast (2008~2013)
2.5 Semi grade Polysilicon Capacity & Production forecast (2008~2013)
2.6 Capacity by Nation (2008~2013)
2.7 Production by Nation (2008~2013)
2.8 Capacity by Technology (2008~2013)
2.9 Production by Technology (2008~2013)
2.10 Capacity & Production by Continent (2008~2013)
2.10.1 Oceania (2008~2013)
2.10.2 North America (2008~2013)
2.10.3 Europe (2008~2013)
2.10.4 Asia (2008~2013)
2.11 TOP 10 company
2.11.1 Capacity of TOP company
2.11.2 Production of TOP company
2.11.3. Global demand vs TOP 10 company supply
2.11.4 Global supply vs TOP 10 company supply
2.12 Capacity & Production by major nation (2008~2013)
2.12.1 South Korea (2008~2013)
2.12.2 China (2008~2013)
2.12.3 Japan (2008~2013)
2.12.4 U.S.A (2008~2013)
2.12.5 4 nations vs Global (2008~2013)
CHAPTER 3. COST ANALYSIS BY TECHNOLOGY
3.1 TCS-Siemens (TCS purchase)
3.2 TCS-Siemens ( Normal)
3.3 TCS-Siemens (Exhaust gas Recycling)
3.4 Silane-Siemens
3.5 Silane-FBR
3.6 TCS-FBR
3.7 UMG
CHAPTER 4. COMPANY DATA BASE OF POLYSILICON CAPACITY & PRODUCTION FORECAST (2008~2013)
4.1 Oceania
4.1.1 Prime Solar
4.2 North America
4.2.1 Hemlock
4.2.2 MEMC
4.2.3 Gobel Specialty Metals
4.2.4 21 Century Silicon
4.2.5 Beconcour
4.2.6 RSI Silicon
4.2.7 AE Polysilicon
4.2.8 ARISE
4.3 Europe
4.3.1 REC
4.3.2 Wacker
4.3.3 Nitol Solar
4.3.4 Isofoton et al
4.3.5 Italsilicon
4.3.6 PV crystalox
4.3.7 Basic Element
4.3.8 ESTELUX
4.3.9 SILFAB
4.3.10 The Silicon Mine
4.3.11 Elkem
4.3.12 Solarvalue
4.4 Asia
4.4.1 Japan
Mitsubishi Material
Tokuyama
DAQO
Hoku Scientific
M. SETEK
Japan Solar Silicon
4.4.2 South Korea
OCI
HKSilicon
KCC
Woongjin Polysilicon
Samsung Fine Chemical
4.4.3 China
GCL Solar
LDK Solar
Shunda
Sunshine Silicon
Dongqi Leshan
Huanghe Upriver Hydroelectricity
Renesolar JV
Shenzhou Silicon
Tianwei Sichuan
Yongwang Silicon
Yongxiang
Sinosteel Scie-tech
Zhejiang Propower
CSG
4.4.4 Others
Bhaskar Silicon
Qatar Solar technologies
SUN materials
Taiwan Polysilicon
