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市場調查報告書

全球多晶矽市場:供給,需求,成本,價格決策

Polysilicon 2015-2018: Supply, Demand, Cost and Pricing

出版商 Greentech Media Inc. 商品編碼 226968
出版日期 內容資訊 英文
商品交期: 最快1-2個工作天內
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全球多晶矽市場:供給,需求,成本,價格決策 Polysilicon 2015-2018: Supply, Demand, Cost and Pricing
出版日期: 2014年10月14日 內容資訊: 英文
簡介

全球多晶矽(Polysilicon)市場在2011年到2013年經歷了慣常性供給過剩與價格下滑等嚴苛的時期,但進入2014年後已漸漸急速復甦。價格提升的傾向仍然持續,最終用途市場也預測將成長,因此業界內部有再度開始擴大生產能力的計劃(Wacker及OCI、Tokuyama等),或是重新開始以前減停的計劃(Elkem和LDK,Hankook等),同時以打入新市場為目標的企業(SMP,Hamwha,QST等)也出現。這些企業之間雖然在供給能力及製造原價純度等方面有很大的差異,但許多企業加入了市場,將漸漸形成充滿活力的多層性競爭環境。

本報告以全球多晶矽市場為焦點,提供您各家供給企業包含狀況和技術方面的評估,供給能力,製造成本,矽的利用趨勢等市場整體情況,更闡明到2018年前的價格和供需預測等資訊。

第1章 主要調查結果

第2章 市場相關資料的基本資料

  • 太陽能發電用途的多晶矽基本市場資訊
  • 多晶矽供給企業現況與分類
  • 多晶矽市場力學:2010年∼2014年
  • 最近市場趨勢的時間表
  • 中國對進口多晶矽的反傾銷關稅
  • 太陽能發電用途的多晶矽錠和晶圓的基本市場資訊

第3章 2013年的生產的趨勢

  • 各公司的市場佔有率
  • 各地區的生產情形和各國的主要供應商
  • 全球主要前15名製造商
  • 全球晶圓廠商前十大企業

第4章 生產技術的評估

  • 生產技術的基礎
  • 西門子法
  • 流化床反應器(FBR)技術
  • UMG(Upgraded Metallurgical-Grade)技術
  • 多晶矽製程及技術地圖
  • 多晶矽生產技術比較
  • FBR和UMG對高效率太陽能電池的適合性
  • FBR技術帶來的價值與展望

第5章 工廠資本的支出和製造成本

  • 工廠,地區,各技術資本的支出
  • 2014年技術及地區別製造成本
  • 製造成本的結構:TCS西門子法
  • 製造成本的削減:領導產業的企業
  • 2015年的現金成本曲線與供給堆疊

第6章 供給,需求,消費

  • 2014年∼2018年加入的預定生產能力:
  • 多晶矽供給過剩的情形
  • 2015年∼2018年的供需平衡
  • 多晶矽需求預測
  • 中國的反傾銷關稅對市場產生的影響
  • 矽利用的趨勢

第7章 價格

  • 最近的價格變動
  • 地點價格的季節性趨勢
  • 供給方面固有的價格趨勢
  • 供給企業的經濟狀況相關分析
  • 2015年∼2018年的價格預測
  • 多晶矽對太陽能發電模組在經濟方面的影響

第8章 各競爭企業的動態

  • 各供應商的競爭方面之定位評估
  • 市場分類和SWOT分析

圖表清單

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目錄

After enduring a traumatic period of sustained overcapacity and price troughs in 2011-2013, the global polysilicon market has rebounded strongly in 2014. An uptick in pricing and renewed confidence in end-market growth has spurred the resumption of capacity expansion plans (Wacker, OCI, Tokuyama) and previously shuttered plants (Elkem, LDK, Hankook). Additionally, a slew of new entrants (SMP, Hanwha, QST) are poised to join the market, making for a dynamic, multi-tiered competitive landscape with significant variation in supply capabilities, manufacturing costs, and purity profiles.

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This new report provides a comprehensive overview of today's global polysilicon market, including the current supplier landscape, technology assessments, supply capabilities, manufacturing costs, and silicon utilization trends, as well as pricing and supply-demand outlook through 2018.

Companies covered in the report include:

  • Asia Silicon
  • China Silicon (Luoyang)
  • Daqo New Energy
  • Elkem Solar
  • GCL-Poly
  • HanKook Silicon (Korea Silicon)
  • Hanwha Chemical
  • Hemlock Semiconductor
  • LDK Solar
  • M. Setek
  • OCI Corporation
  • Powertec Energy
  • Qatar Solar Technologies (QST)
  • Qinghai Huanghe Hydropower
  • REC Silicon
  • ReneSola
  • Samsung MEMC Polysilicon
  • Shaanxi Non-Ferrous Metals (Youser)
  • Shaanxi Tianhong Silicon
  • Sichuan Yongxiang
  • Silicor Materials
  • SunEdison
  • Taiwan Polysilicon Corp. (TPSI)
  • TBEA XinJiang Silicon
  • Tokuyama
  • Wacker Chemie
  • Yichang CSG Polysilicon

Sample Figures

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Table of Contents

1. Key Findings

2. Market Basics

  • Solar Polysilicon Market Basics
  • Polysilicon Supplier Landscape and Taxonomy
  • Polysilicon Market Dynamics, 2010-2014
  • Timeline of Recent Market Developments
  • China's Antidumping Tariffs on Polysilicon Imports
  • PV Ingot/Wafer Market Basics

3. 2013 Production Trends

  • Market Share by Firm
  • Regional Production and Key Vendors by Country
  • Top 15 Global Producers
  • Top 10 Global Wafer Producers

4. Production Technology Assessment

  • Production Technology Primer
  • Siemens Process
  • Fluidized Bed Reactor (FBR)
  • Upgraded Metallurgical-Grade (UMG)
  • Polysilicon Process Flow/Technology Map
  • Polysilicon Production Technology Comparison
  • Are FBR and UMG Suitable for High-Efficiency Cells
  • FBR Value Proposition and Outlook

5. Plant Capex and Manufacturing Costs

  • Capex by Plant, Region and Technology
  • 2014 Manufacturing Costs by Technology/Region
  • Manufacturing Cost Structure: TCS Siemens
  • Manufacturing Cost Reductions: Industry Leaders
  • 2015 Cash Cost Curve/Supply Stack

6. Supply, Demand and Consumption

  • Planned Capacity Additions, 2014-2018
  • How Much Polysilicon Supply is Too Much
  • 2015-2018 Supply-Demand Balance
  • Polysilicon Demand Outlook
  • Market Impact of China's Anti-Dumping Tariffs
  • Silicon Utilization Trends

7. Pricing

  • Recent Pricing Dynamics
  • Seasonal Trends in Spot Pricing
  • Supplier-specific Pricing Trends
  • Analysis of Supplier Economics
  • 2015-2018 Pricing Outlook
  • Polysilicon Impact on PV Module Economics

8. Competitive Dynamics

  • Vendor Competitive Positioning Assessment
  • Market Categorization and SWOT Analysis

List of Figures

2. Market Basics

  • Polysilicon Vendor Taxonomy
  • Global Polysilicon Supply, Demand and Pricing, 2010-2014
  • Timeline of Market Developments, 2012-2014
  • China Antidumping Tariff Margins on Polysilicon Imports
  • Global PV Wafer Production by Manufacturing Location, 2013

3. 2013 Production Trends

  • 2013 Polysilicon Production and Market Share by Vendor
  • 2013 Production and Key Vendors by Country
  • Top 15 Global Polysilicon Producers, 2013
  • Top Ten PV Wafer Producers, 2013

4. Production Technology Assessment

  • Ramped Polysilicon Capacity by Production Technology, 2014E
  • Polysilicon Process Flow/Technology Map
  • Polysilicon Production Technology Comparison Table
  • Estimated Production Share by Cell Technology, 2014E vs. 2020E
  • Ramped Polysilicon Capacity by Production Technology, 2013-2018E

5. Plant Capex and Manufacturing Costs

  • Greenfield Polysilicon Plant Capex by Manufacturing Location and Technology
  • Polysilicon Capital Costs by Plant, 2010-2018
  • Industry-Leading Polysilicon Manufacturing Cost by Technology and Location, 2014
  • Polysilicon Manufacturing Cost Structure, TCS Siemens HC Plant, 2014
  • Polysilicon Manufacturing Cost, H1 2013 -H1 2015E, Low-Cost Producers
  • 2015E Polysilicon Cash Cost Curve/Supply Stack

6. Supply, Demand and Consumption

  • Planned Capacity Additions, 2014-2018
  • Active Chinese Polysilicon Producers, Q3 2014
  • Nameplate Capacity Share by Polysilicon Plant Size, YE 2015E
  • Nameplate vs Ramped (Available) Polysilicon Capacity, 2011-2014E
  • Excess Capacity Levels, Polysilicon vs Module, 2009-2014E
  • Global Polysilicon Demand, 2012-2018E
  • Excess Polysilicon Capacity, 2012-2018E
  • 2015E Polysilicon Supply-Demand Reconciliation, China
  • Silicon Utilization (Wafer), 2010-2018E
  • Silicon Utilization, 2014-2018, Best-in-Class Multi c-Si Wafer

7. Pricing

  • Polysilicon Pricing - Spot vs Industry Average, Q1 2013-Q3 2014
  • Global Spot Price Trend, Week 1-26, 2011-2014
  • Monthly China Polysilicon Import Price by Supplier Location, 2013-2014
  • Supplier Cost-Based Polysilicon Pricing Analysis, 2013-2018E
  • Blended Industry Average Solar-Grade Polysilicon Price, Q4 2012-Q4 2018E
  • Polysilicon Cost per Watt and Contribution to Module Cost Structure, Q4 2013-Q4 2018E

8. Competitive Dynamics

  • Supplier Categorization and SWOT Analysis Table
  • Vendor Competitive Positioning Assessment Table
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