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市場調查報告書
中國的太陽電池用多晶矽市場：2009年
China Solar Polysilicon Industry Report, 2009
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中國的太陽電池用多晶矽市場：2009年 是由出版商ResearchInChina在2009年11月所出版的。
這份英文市場調查報告書價格從美金1800起跳。
全球太陽電池的生產量在過去10年間以平均每年40%幅度的持續增加。由於全球的太陽光發電（PV）需求作為的後盾，2008年中國的PV輸出額達到了1500億人民幣。
本報告書內容包括：中國的太陽電池用多晶矽市場調查、 太陽電池用多晶矽市場分析、主要的多晶矽材料製造廠及多晶矽製造廠的簡介，內容綱要摘記如下：
第1章 太陽電池用多晶矽市場的概要
第2章 多晶矽市場
- 矽材料市場
- 矽錠／矽晶圓製造
- 太陽電池模組市場
- 全球的多晶矽市場
- 中國的多晶矽市場
第3章 多晶矽材料製造廠
- 概要
- Hemlock Semiconductor
- Wacker Chemie
- Tokuyama
- MEMC Electronic Materials
- REC
- Sichuan Chuantou Energy Co., Ltd
- CSG Holding Co., Ltd
- Shanghai Aerospace Automobile Electromechanical Co., Ltd (SAAE)
- GRINM Semiconductor Materials Co., Ltd
第4章 多晶矽製造廠
- Suntech Power Holdings
- Baoding Tianwei Yingli New Energy Resources Co., Ltd
- China Sunergy Co., Ltd
- Shenzhen Topray Solar Co., Ltd
- Sunvim Group Co., Ltd
- Advanced Technology & Materials Co., Ltd (AT&M)
- Shandong Jinjing Science & Technology Stock Co., Ltd
- LDK Solar Co., Ltd (LDK)
- Tianjin Zhonghuan Semiconductor Co., Ltd
- Jiangsu Dagang Co., Ltd
圖表
Abstract
The world' s solar cell output increased 40% yearly on average over the past
decade. Promoted by the global PV market, China' s PV export value reached
RMB150 billion in 2008, topping in the world. In addition, its PV output
accounted for 30% of global total, and was the sum of Germany and Japan.
The global economic downturn has made PV industry stranded, and the ratio of
output to demand was 2:1. In 1H 2009, the output value of world' s PV industry
dropped nearly 40%, while the advantages such as low cost made China' s PV
market share rise to 40%. In China, more than ten startups have successfully
went public via PV market development, as well as many listed companies have
entered the PV market, all of which had developed rapidly during several years
before 2008, and their output capacity had been successively expanded.
Seen from the latest situation, some problems such as blind investment and
overcapacity have occurred in the development course of China' s polysilicon
industry.
Firstly, overcapacity in total output scale.
Lured by high profit in previous years, huge capital has flowed into
polysilicon industry since 2006, which resulted in rapid expansion of
polysilicon output capacity. According to the statistics, the polysilicon
output capacity hit approximately 20,000 tons in China in 2008, and the output
was 4,000 tons, while the production capacity under construction was over
80,000 tons, indicating evident overcapacity. Meanwhile, being an
energy-intensive industry, the electricity charges of polysilicon accounts
for 35%-40% in production cost. Currently, China' s PV industry has not started
up by large extent, and 98% of solar cells made with China-made polysilicon
are for export, which means indirectly energy export in large quantity.
Secondly, unreasonable distribution
The polysilicon projects should be established in the areas with rich energy
and low-price electricity considering its electricity guzzling. However, a
substantial part of new construction projects are built in East China and
Central China, the areas with high electricity price and short of energy
resources.
In Sep, 2009, China' s central government listed polysilicon as an overcapacity
industry in order to guide its healthy development, avoid excessive
competition and achieve energy-saving and emission reduction. It was
explicitly proposed to strictly supervise industrial market access, strengthen
environmental monitoring and project approvals, and implement the
accountability system. In the meantime, it was planned to resolutely curb
polysilicon overcapacity and redundant construction by rendering the economic
and administrative means.
Table of Contents
1. Overview of Solar Polysilicon Industry
- 1.1 Polysilicon
- 1.1.1 Relevant Terms
- 1.1.2 Production Processes
- 1.2 Solar Polysilicon Industry Chain
- 1.2.1 Structure
- 1.2.2 Profit Margins by Link
- 1.3 Industry Environment
- 1.4 Overview of China' s Polysilicon Industry
2. Polysilicon Market
- 2.1 Silicon Material Market
- 2.2 Silicon Ingot / Silicon Wafer Manufacturing
- 2.3 Solar Cell Module Market
- 2.4 International Polysilicon Market
- 2.5 China' s Polysilicon Market
3. Polysilicon Materials Manufacturers
- 3.1 Overview
- 3.2 Hemlock Semiconductor
- 3.2.1 Profile
- 3.2.2 Operation
- 3.3 Wacker Chemie
- 3.3.1 Profile
- 3.3.2 Products & Clients
- 3.4 Tokuyama
- 3.4.1 Profile
- 3.4.2 Sales & Output Capacity
- 3.5 MEMC Electronic Materials
- 3.5.1 Profile
- 3.5.2 Revenue & Output
- 3.5.3 Development Strategies
- 3.6 REC
- 3.6.1 Profile & Organization
- 3.6.2 Output & Planning
- 3.7 China Silicon Corporation
- 3.8 Emei Semiconductor Material Factory
- 3.9 Sichuan Chuantou Energy Co., Ltd.
- 3.10 CSG Holding Co., Ltd.
- 3.11 Shanghai Aerospace Automobile Electromechanical Co., Ltd. (SAAE)
- 3.12 GRINM Semiconductor Materials Co., Ltd.
4. Polysilicon Manufacturers
- 4.1 Suntech Power Holdings
- 4.2 Baoding Tianwei Yingli New Energy Resources Co., Ltd.
- 4.3 China Sunergy Co., Ltd.
- 4.4 Shenzhen Topray Solar Co., Ltd.
- 4.5 Sunvim Group Co., Ltd.
- 4.6 Advanced Technology & Materials Co., Ltd. (AT&M)
- 4.7 Shandong Jinjing Science & Technology Stock Co., Ltd.
- 4.8 LDK Solar Co., Ltd. (LDK)
- 4.9 Tianjin Zhonghuan Semiconductor Co., Ltd.
- 4.10 Jiangsu Dagang Co., Ltd.
List of Charts
- Polysilicon Samples
- Polysilicon Industry Chain Structure
- Status of China' s PV Related Industries
- Global Solar Cell Industry Chain
- PV Industry Chain Value Structure
- Pre-tax Profit Margin Distribution of Global PV industry Chain, 2005-2010
- China Solar Installed Capacity and Generating Capacity Plan, 2004-2050
- China Solar Energy Utilization Schedule, 2006-2020
- Geographical Distribution of Solar Energy Resources in China
- Comparison between Chinese and Foreign PV Listed Companies by Evaluation
- Global Accumulative PV Solar Installed Capacity and Growth Rate, 1994-2007
- China' s Accumulative PV Installed Capacity, Annual Installed Capacity and
Growth Rate, 2000-2009
- China' s Four PV Industry Clusters
- Global Solar-grade Silicon Raw Materials Output Expansion, 2003-2010
- Global Electronic-grade Silicon Raw Materials Output Expansion, 2003-2010
- Construction of Global Key Silicon Materials Plants, 2006-2009
- Construction of China' s Key Silicon Materials Plants, 2007-2010
- Operation Flow from Silicon to Wafer
- China' s Typical Companies of Solar Polysilicon-Silicon Ingot/Silicon Wafer
- Battery Modules Industry Chain
- Change of Silicon Wafer Thickness and Solar Cell Efficiency, 2003-2010
- PV Module Sales and Growth Trend by Region over the Years
- Output Capacity and Market Share of China' s Key Cell Module Manufacturer
- Output Capacity and Product Structure Adjustment of Global Key Polysilicon
Manufacturers, 2006-2010
- Output Capacity Expansion of Global Polysilicon Manufacturers, 2005-2010
- Polysilicon Project Planning of Global Newcomers, 2006-2010
- China' s Polysilicon Projects to be Constructed and under Construction
- China' s High-purity Polysilicon, Silicon Ingots and Silicon Wafer
Manufacturers
- Polysilicon Planned Investment and Output Capacity of Some Manufacturers
- Solar-grade Silicon Materials Expansion Plan of Traditional Large Companies
- Hemlock' s Three Biggest Shareholders and Equity Structure
- Hemlock' s Distribution of Upstream Raw Materials, Midstream Products and
Downstream Customers
- Hemlock' s Output Capacity, 2005-2009
- Hemlock' s Four Largest Customers and Corresponding Products
- Key Products and Application Fields of Wacker Polysilicon Subsidiaries
- Wacker' s Business Structure
- Global Business Distribution of Wacker Polysilicon Divisions
- Wacker' s Practical Output Capacity, 2006-2010E
- Wacker' s Production Bases, Product Catalogue and Application Fields
- Wacker' s Polysilicon Applications (Electronics & Solar Energy)
- Wacker' s Polysilicon/Monocrystal Silicon Wafer Application and Potential
Customers in Electronics Field
- Wacker' s Polysilicon/Monocrystal Silicon Wafer Output Capacity Plan,
2005-2010E
- Tokuyama' s Equity Structure
- Tokuyama' s Capital Structure
- Tokuyama' s Annual Sales, 2002-2008
- MEMC' s Nine Manufacturing Bases Worldwide
- MEMC' s Revenue and Profit Margin, 2002-2008
- MEMC' s Achieved and Planned Output, 2005-2010E
- MEMC' s Polysilicon Supply and Demand Forecast
- MEMC' s Technologies
- MEMC' s Prospect
- REC' s Organization Structure
- REC' s Practical Output, 2007-2010E
- Practical Output and Forecast of Silicon Wafer, 2007-2010E
- Output and Sales of China Silicon Corporation, 2002-2008
- Output Forecast of China Silicon Corporation, 2008-2011E
- Practical Output and Forecast of Emei Semiconductor Material Factory,
2007-2010E
- Main Finance of Sichuan Chuantou Energy Co., Ltd.
- CSG Holding' s Industry Chain
- SAAE' s Business Structure, 2008
- SAAE' s Quarterly Revenue and Profit, 2006-2009
- Main Finance of GRINM Semiconductor Materials
- Equity Structure of Suntech Power Holdings
- Operation Statistics of Suntech Power Holdings, 2006-2009
- Net Income of Suntech Power Holdings, 2008-2009
- Gross Profit of Suntech Power Holdings, 2007-2009
- Solar Cell Practical Output of Suntech Power Holdings, 2007-2010E
- Revenue and Profit of Baoding Tianwei Yingli New Energy Resources,
2007-2011E
- China Sunergy' s Output Expansion Plan, 2006-2008
- Main Finance of Shenzhen Topray Solar
- Main Finance of Sunvim Group
- Main Finance of AT&M
- Main Finance of ShandongJinjing Science & Technology Stock Co., Ltd.
- LDK Profile
- Relationship between LDK' s Main Customers
- Main Finance of Tianjin Zhonghuan Semiconductor
- Main Finance of Jiangsu Dagang Co., Ltd.
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