新能源市场分析与市场前景.docx

2011 Deep Research Report on China Solar Grade Polysilicon Industry

Hard copy: 2500 USD
Electronic copy (PDF):2500USD
Global License: 4500USD
Pages: 227
Tables and Figures: 290
Published Date: May 27, 2011
Publisher: QY Research Group
Contact: Mr. Zhang Dong 86-10-82945717 86-13811796901 sales@

Summary

《2011 Deep Research Report on China Solar Grade Polysilicon Industry》was professional and depth research report on global and China solar grade polysilicon industry. this report has firstly introduced polysilicon definition classification industry chain etc relation information. Then introduced polysilicon manufacturing technology and process (Siemens or FBR).At the same time, introduced key processes specifications and applications. And then Summary statistics of Global and China major polysilicon manufacturers 2008-2015 solar grade (SG) and Electronic grade (EG) polysilicon capacity production supply demand (mainly according silicon crystalline solar cell demand and semiconductor wafer demand) shortage and polysilicon selling price cost profit margin and production value. And also introduced international 28 and China 32 major polysilicon companies basic information, EG EG polysilicon capacity production price cost profit margin and production value etc details information and polysilicon project Siemens CVD reactor sources or Project design and construction services partners. and also introduced polysilicon materials cost, electricity cost, Depreciation cost,Labor cost etc polysilicon manufacturing cost and cost structure, all data include 2008-2010 history data and 2011-2015 forecast data. Finally, this report introduced 3000ton/year polysilicon project feasibility analysis and investment return analysis.also give related research conclusions and development trend analysis of China polysilicon industry. In a word, it was a depth research report on Global and China polysilicon industry. And thanks to the support and assistance from polysilicon industry chain (polysilicon companies Solar wafer cell module companies raw materials Siemens CVD Reactors TCS STC-TCS system suppliers government related agencies etc) related experts and enterprises during QYResearch Team survey and interview.

Table of Contents

Chapter One Polysilicon Industry Overview 1
1.1 Definition of Polysilicon 1
1.2 Classification and Application 2
1.3 Industry Chain Structure 3
1.4 The analysis of global polysilicon's supply and demand and price cost 5

Chapter Two Manufacture Technology and Processes of Polysilicon 7
2.1 Polyslicon Manufacturing Technology Overview 7
2.2 Siemens Method 8
2.3 Fluidized-bed Reactor(FBR) Method 17
2.4 Physical Method (UMG) 19
2.5 Other Polysilicon Manufacturing Method 27

Chapter Three Global and China Polysilicon Production Supply Sales Demand Market Status and Forecast 39
3.1 SG Polysilicon Productions Overview 39
3.2 SG Polysilicon Regional Distribution 47
3.3 SG EG Polysilicon Production 52
3.4 Global and China Polysilicon Demand 52
3.5 Polysilicon Cost Price Production Value Profit Margin 54

Chapter Four Global Key Polysilicon Manufactuers 55
4.1 Hemlock ( US Michigan Siemens) 55
4.2 Wacker Chemie ( Germany Burghausen Siemens FBR) 58
4.3 MEMC Electronic Materials( US Missouri FBR Siemens) 61
4.4 REC(AsiMI + SGS) (Norway Oslo Siemens FBR) 65
4.5 Tokuyama ( Japan Shunan Siemens VLD) 70
4.6 Mitsubishi Materials(Japan Tokyo Siemens) 73
4.7 OCI( Korea Kunsan Siemens) 77
4.8 M.SETEK( Japan Soma Siemens) 79
4.9 Osaka Titanium(Japan Hyogo Siemens) 82
4.10 Nitol Solar(Russia Usolie-Siberian Siemens) 85
4.11 The Silicon Mine B.V. (" TSM") (Geleen Netherlands Siemens) 88
4.12 Activ Solar(Vienna Austria Siemens) 89
4.13 Silfab ( Padova Italy Siemens) 91
4.14 Crystalox Solar( Oxfordshire United Kingdo Siemens) 93
4.15 Sunways ( Konstanz Germany Siemens) 95
4.16 Maharishi Solar( New Delhi India Siemens) 97
4.17 KCC Corporation, Korean Advanced Materials (KCC, KAM)( Seoul Korea Siemens) 99
4.18 Siliken ( Valencia Spain Siemens) 100
4.19 AE ( Pennsylvania United States FBR) 102
4.20 ESTELUX( Ferrara Italy Siemens) 104
4.21 HOKU(Hawaii United States Siemens) 106
4.22 Norsun（Oslo Norway Siemens） 108
4.23 Prime Solar（ Western Australia Siemens） 110
4.24 Arise （ Canada Siemens) 112
4.25 Hankook ( Kerea Siemens ) 114
4.26 Innovation Silicon ( Kerea Siemens ) 116
4.27 JSSI Silicon (Germany Dimethy ) 118
4.28 Apollon ( France Siemens ) 119

Chapter Five China Key Polysilicon Manufacturers 122
5.1 GCL Silicon（Jiangsu Xuzhou Siemens) 122
5.2 SINO-SI（Henan Luoyang Siemens) 124
5.3 Xinguang Silicon（ Sichuan Leshan Siemens) 126
5.4 DEC Emei Semiconductor (Sichuan Emeishan Siemens) 131
5.5 Daqo New Energy（ Chongqing Wanzhou Siemens) 133
5.6 Yongxiang Polysilicon（ Sichuan Leshan Siemens) 135
5.7 Jiangsu Shunda（Jiangsu Yangzhou Siemens) 137
5.8 TPSI（ Taipei Taiwan Siemens) 139
5.9 Jingda Silicon（Jiangxi Nanchang Siemens) 141
5.10 ORISI Silicon( Inner Mongolia Siemens) 142
5.11 Yangguang Silicon( Ningxia Shizuishan Siemens) 144
5.12 Asia Silicon (Qinghai Xining Siemens) 146
5.13 Hejing Technique(Henan Jiaozuo Siemens) 148
5.14 GSM Solar( Jiangxi Zhangshu Siemens) 150
5.15 CSGHolding( Hubei Yichang Siemens) 151
5.16 Jiangsu Tehua (Jiangsu Yancheng Siemens) 153
5.17 Fengwei Silicon ( Inner Mongolia Siemens) 155
5.18 TBEA (Xinjiang Siemens) 157
5.19 Fine Silicon( Hebei Baoding New Silane Method) 159
5.20 LESi(Sichuan Leshan Siemens) 161
5.21 Guodian Solar( Ningxia Shizuishan Siemens) 163
5.22 ERDOS( Inner Mongolia Siemens) 165
5.23 Top Green Energy(Taipei Taiwan Siemens) 167
5.24 Kunming Yeyan( Yunnan Kunming Siemens) 168
5.25 Jingde Semiconductor( Jiangxi Jingdezhen Siemens) 170
5.26 Luan Group (Shanxi Changzhi Siemens) 172
5.27 Hubei Qixing ( Hubei Siemens )173
5.28 Shanxi Youser ( Shanxi Siemens ) 175
5.29 Ever Mining ( Henan Siemens ) 177
5.30 Top Green Energy (Taiwan Siemens ) 179
5.31 Youwang Silicon (Taiwan Siemens ) 180
5.32 LDK (Jiangxi Siemens ) 182

Chapter Six Siemens CVD Reactor and Polysilicon Project Design Suppliers 184
6.1 Siemens CVD Reactor 184
6.1.1 GT Solar USA 186
6.1.2 Centrotherm Germany 191
6.1.3 GEC(MSA) Germany 193
6.1.4 Poly Plant Project, Inc. (PPP) USA 196
6.2 Polysilicon Project Design or Construction services Suppliers 201
6.2.1 Chengda Engineering Chengdu 202
6.2.2 Hualu Engineering Xian 205

Chapter Seven Polysilicon Manufacturing Cost Analysis 208
7.1 Raw Materials Consumption and cost analysis 208
7.2 Electricity Consumption and Cost Analysis 216
7.3 Equipments or Fixed Assets Depreciation Cost 217
7.4 Labor Cost 218
7.5 Manufacturing Cost and Cost Structure 220

Chapter Eight Feasibility Analysis of China 3000Ton/Year Polysilicon Project 222
8.1 China Polysilicon Project Opportunities and Risks Analysis 222
8.2 Feasibility Analysis of China 3000Ton/Year Polysilicon Project 225

Chapter Nine Polysilicon Research Conclusions 226

Tables and Figures:

Figure Rod and Nugget form Polysilicon Pictures 1
Table Difference of EG and SG polysilicon Product Specifications 2
Table MG/SG/EG Silicon Purity and 2010 Average Selling Price(USD/Kg) 3
Figure Industry Chain Structure of Polysilicon 4
Figure polycrystalline silicon Industry Chain Structure (Upstream Raw Materials and Downstream Applications) 4
Figure Policy catalytic demand side dominate polycrystalline silicon prices 6
Figure 2000-2010 polysilicon price (dollars/kg) movements 6
Figure Global polycrystalline silicon vendors cost structure 7
Figure Roughly domestic manufacturers cost structure 7
Table Chemical Equation of Siemens Method 8
Figure Manufacturing Process Flow of Siemens Method 9
Table Siemens CVD Reactor Hydride Reactor System CDI end gas recycling system polysilicon Manufacturing Technology Suppliers etc Equipment Suppliers List 9
Figure Siemens Method Polysilicon Manufacturing (Hemlock) Process Flow 11
Figure Modified Siemens Method Closed Loop Polysilicon Production Process 12
Table Siemens CVD Polysilicon Reactor Related Parameter Comprasion of Two Different Pressure 13
Table China 8 Polysilicon Projects Silicon Powder Liquid Chlorine Usage (KG) and Reduction and Total Electricitry Usage (KWH/kg) 16
Table Chemical Equation of MEMC FBR Method 17
Figure REC FBR Reactor 18
Table The application of FBR in international polysilicon production enterprise 19
Figure JFE Steel Physical Method (UMG) Silicon Manufacturing Process Flow 23
Figure JFE Metallurgical Method (Physical Purity Method) Process Flow 23
Figure Defference between JFE Metallurgical Method (Physical Purity Method) and Siemens Method 24
Table China Physical Method UMG Silicon Market Summary 24
Table US SRI Method Polysilicon Manufacturing Process 27
Figure US RSI Method Polysilicon Manufacturing Process Flow 28
Table Siemens FBR UMG etc Six Polysilicon Manufacturing Method Comparison 28
Table Difference between Modified Siemens Method, Sliane Decomposition Method, Fluidized-Bed Method Polysilicon Manufacturing Technology 29
Table Comparative analysis of solar grade polysilicon manufacturing processes and principles of metallurgy process, gas-liquid deposition and purification for heavilydoped silicon waste 30
Table Some Polysilicon Manufacturers Manufacturing Processes and Their Intermediate Product 31
Table Process Flow of Siemens Method 31
Figure MG Silicon Manufacturing Process 35
Figure MG Silicon Manufacturing Process Structure 36
Figure Siemens Polysilicon Reactor (Wafer-cooled metal bell jar) Illustrative Diagram 37
Table List of New Technologies for Solar Grade Polysilicon 38
Table 2008-2015 Global Major Polysilicon Manufacturers SG Polysilicon Capacity and Total SG Polysilicon Capacity (Ton) 39
Table 2008-2015 Global Major Polysilicon Manufacturers SG Polysilicon Capacity Market Share 41
Table 2008-2015 Global Major Polysilicon Manufacturers SG Polysilicon Production and Total SG Polysilicon Production (Ton) 42
Table 2008-2015 Global Major Polysilicon Manufacturers SG Polysilicon Production Market Share 44
Figure 2008-2015 Global SG Polysilicon Capacity Production (Ton) and Growth Rate 46
Table 2008-2015 Global SG Polysilicon Capacity Production (Ton) and Utilization 46
Table 2008-2015 China SG Polysilicon Capacity Production (Ton) and Utilization 46
Table 2008-2015 China USA Europe Japan Korea etc Other Regionals SG Polysilicon Production Ton) 47
Table 2008-2015 China USA Europe Japan Korea etc Other Regionals SG Polysilicon Production Market Share 47
Table 2008-2015 China Major Polysilicon Manufacturers SG Polysilicon Production (Ton) 48
Table 2008-2015 China Major Polysilicon Manufacturers SG Polysilicon Production Market Share 49
Table 2008-2015 USA Major Polysilicon Manufacturers SG Polysilicon Production (Ton) 50
Table 2008-2015 USA Major Polysilicon Manufacturers SG Polysilicon Production Market Share 50
Table 2008-2015 Europe Major Polysilicon Manufacturers SG Polysilicon Production (Ton) 50
Table 2008-2015 Europe Major Polysilicon Manufacturers SG Polysilicon Production Market Share 51
Table 2008-2015 Asia Major Polysilicon Manufacturers SG Polysilicon Production (Ton) 51
Table 2008-2015 Asia Major Polysilicon Manufacturers SG Polysilicon Production Market Share 51
Table 2008-2015 Global EG SG Polysilicon Production (Ton) and Market Share 52
Table 2008-2015 Global SG Polysilicon Supply Demand and Shortage (Ton) 52
Table 2008-2015 China SG Polysilicon Supply Demand and Shortage (Ton) 52
Table 2008-2015 Global and China SG Polysiliocn Supply Demand and Relationship 53
Table 2008-2015 Global EG Polysilicon Demand (Ton) and Growth Rate 53
Table 2008-2015 Siemens FBR UMG Other Method Polysilicon Production Value (Million USD) and Market Share 54
Table 2008-2015 Global SG Polysilicon Production (Ton) Price Cost Profit (USD/kg) Production Value (Million USD) Profit Margin List 54
Table Hemlock Polysilicon Company Information List (Products Revenue Raw Materials Equipments Customers Expansion Plan etc 13 Itmes) 55
Table 2008-2015 Hemlock EG Polysilicon Capacity Production (Ton) Price Cost Profit (USD/kg) Production Value (Million USD) and Profit Margin 56
Figure 2008-2015 Hemlock EG Polysilicon Capacity Production (Ton) and Growth Rate 57
Table 2008-2015 Hemlock SG Polysilicon Capacity Production (Ton) Price Cost Profit (USD/kg) Production Value (Million USD) and Profit Margin 57
Figure 2008-2015 Hemlock SG Polysilicon Capacity Production (Ton) and Growth Rate 58
Table Wacker Chemie AG Polysilicon Company Information List (Products Revenue Raw Materials Equipments Customers Expansion Plan etc 13 Itmes) 58
Table 2008-2015 Wacker Chemie EG Polysilicon Capacity Production (Ton) Price Cost Profit (USD/kg) Production Value (Million USD) and Profit Margin 60
Figure 2008-2015 Wacker Chemie EG Polysilicon Capacity Production (Ton) and Growth Rate 60
Table 2008-2015 Wacker Chemie SG Polysilicon Capacity Production (Ton) Price Cost Profit (USD/kg) Production Value (Million USD) and Profit Margin 60
Figure 2008-2015 Wacker Chemie SG Polysilicon Capacity Production (Ton) and Growth Rate 61
Table MEMC Electronic Materials Polysilicon Company Information List (Products Revenue Raw Materials Equipments Customers Expansion Plan etc 13 Itmes) 61
Table 2008-2015 MEMC EG Polysilicon Capacity Production (Ton) Price Cost Profit (USD/kg) Production Value (Million USD) and Profit Margin 63
Figure 2008-2015 MEMC EG Polysilicon Capacity Production (Ton) and Growth Rate 64
Table 2008-2015 MEMC SG Polysilicon Capacity Production (Ton) Price Cost Profit (USD/kg) Production Value (Million USD) and Profit Margin 64
Figure 2008-2015 MEMC SG Polysilicon Capacity Production (Ton) and Growth Rate 65
Table REC Polysilicon Company Information List (Products Revenue Raw Materials Equipments Customers Expansion Plan etc 13 Itmes) 65
Table 2008-2015 REC EG Polysilicon Capacity Production (Ton) Price Cost Profit (USD/kg) Production Value (Million USD) and Profit Margin 68
Figure 2008-2015 REC EG Polysilicon Capacity Production (Ton) and Growth Rate 69
Table 2008-2015 REC SG Polysilicon Capacity Production (Ton) Price Cost Profit (USD/kg) Production Value (Million USD) and Profit Margin 69
Figure 2008-2015 REC SG Polysilicon Capacity Production (Ton) and Growth Rate 70
Table Tokuyama Polysilicon Company Information List (Products Revenue Raw Materials Equipments Customers Expansion Plan etc 13 Itmes) 70
Table 2008-2015 Tokuyama EG Polysilicon Capacity Production (Ton) Price Cost Profit (USD/kg) Production Value (Million USD) and Profit Margin 72
Figure 2008-2015 Tokuyama EG Polysilicon Capacity Production (Ton) and Growth Rate 72
Table 2008-2015 Tokuyama SG Polysilicon Capacity Production (Ton) Price Cost Profit (USD/kg) Production Value (Million USD) and Profit Margin 73
Figure 2008-2015 Tokuyama SG Polysilicon Capacity Production (Ton