新能源市場分析與市場前景

1、 2011 Deep Research Report on China Solar Grade Polysilicon IndustryPAGE PAGE 41(15 Total)QYResearch Mr. Zhangdong sales8610-829457172011 Deep Research Report on China Solar Grade Polysilicon IndustryHard copy: 2500 USD Electronic copy (PDF):2500USD Global License: 4500USDPages:227Table

2、s and Figures: 290Published Date: May 27, 2011Publisher: QY Research GroupContact: Mr. Zhang Dong 86-10-82945717HYPERLINK mailto:sales salesSummary2011 Deep Research Report on China Solar Grade Polysilicon Industrywas professional and depth research report on global and China solar g

3、rade 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. A

4、nd 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 p

5、rice 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 sourc

6、es 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 int

7、roduced 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 supp

8、ort 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 ContentsCh

9、apter One Polysilicon Industry Overview 11.1 Definition of Polysilicon 11.2 Classification and Application 21.3 Industry Chain Structure 31.4 The analysis of global polysilicons supply and demand and price cost 5Chapter Two Manufacture Technology and Processes of Polysilicon 72.1 Polyslicon Manufact

10、uring Technology Overview 72.2 Siemens Method 82.3 Fluidized-bed Reactor(FBR) Method 172.4 Physical Method (UMG) 192.5 Other Polysilicon Manufacturing Method 27Chapter Three Global and China Polysilicon Production Supply Sales Demand Market Status and Forecast 393.1 SG Polysilicon Productions Overvi

11、ew 393.2 SG Polysilicon Regional Distribution 473.3 SG EG Polysilicon Production 523.4 Global and China Polysilicon Demand 523.5 Polysilicon Cost Price Production Value Profit Margin 54Chapter Four Global Key Polysilicon Manufactuers 554.1 Hemlock ( US Michigan Siemens) 554.2 Wacker Chemie ( Germany

12、 Burghausen Siemens FBR) 584.3 MEMC Electronic Materials( US Missouri FBR Siemens) 614.4 REC(AsiMI + SGS) (NorwayOslo Siemens FBR) 654.5 Tokuyama ( Japan Shunan Siemens VLD) 704.6 Mitsubishi Materials(Japan Tokyo Siemens) 734.7 OCI( Korea Kunsan Siemens) 774.8 M.SETEK( Japan Soma Siemens) 794.9 Osak

13、a Titanium(Japan Hyogo Siemens) 824.10 Nitol Solar(Russia Usolie-Siberian Siemens) 854.11 The Silicon Mine B.V. ( TSM) (Geleen Netherlands Siemens) 884.12 Activ Solar(Vienna Austria Siemens) 894.13 Silfab ( Padova Italy Siemens) 914.14 Crystalox Solar( Oxfordshire United Kingdo Siemens) 934.15 Sunwa

14、ys ( KonstanzGermany Siemens) 954.16 Maharishi Solar( New DelhiIndia Siemens) 974.17 KCC Corporation, Korean Advanced Materials (KCC, KAM)( SeoulKorea Siemens) 994.18 Siliken ( ValenciaSpain Siemens) 1004.19 AE ( Pennsylvania United States FBR) 1024.20 ESTELUX( FerraraItaly Siemens) 1044.21 HOKU(Haw

15、aiiUnited States Siemens) 1064.22 Norsun（Oslo Norway Siemens） 1084.23 Prime Solar（ Western Australia Siemens） 1104.24 Arise （ Canada Siemens) 1124.25 Hankook ( Kerea Siemens ) 1144.26 Innovation Silicon ( Kerea Siemens ) 1164.27 JSSI Silicon (Germany Dimethy ) 1184.28 Apollon ( France Siemens ) 119C

16、hapter Five China Key Polysilicon Manufacturers 1225.1 GCL Silicon（Jiangsu Xuzhou Siemens) 1225.2 SINO-SI（Henan Luoyang Siemens) 1245.3 Xinguang Silicon（ Sichuan Leshan Siemens) 1265.4 DEC Emei Semiconductor (Sichuan Emeishan Siemens) 1315.5 Daqo New Energy（ Chongqing Wanzhou Siemens) 1335.6 Yongxia

17、ng Polysilicon（ Sichuan Leshan Siemens) 1355.7 Jiangsu Shunda（Jiangsu Yangzhou Siemens) 1375.8 TPSI（ Taipei Taiwan Siemens) 1395.9 Jingda Silicon（Jiangxi Nanchang Siemens) 1415.10 ORISI Silicon( Inner Mongolia Siemens) 1425.11 Yangguang Silicon( Ningxia Shizuishan Siemens) 1445.12 Asia Silicon (Qing

18、haiXining Siemens) 1465.13 Hejing Technique(HenanJiaozuo Siemens) 1485.14 GSM Solar( Jiangxi Zhangshu Siemens) 1505.15 CSGHolding( Hubei Yichang Siemens) 1515.16 Jiangsu Tehua (Jiangsu Yancheng Siemens) 1535.17 Fengwei Silicon ( Inner Mongolia Siemens) 1555.18 TBEA (Xinjiang Siemens) 1575.19 Fine Si

19、licon( Hebei Baoding New Silane Method) 1595.20 LESi(Sichuan Leshan Siemens) 1615.21 Guodian Solar( Ningxia Shizuishan Siemens) 1635.22 ERDOS( Inner Mongolia Siemens) 1655.23 Top Green Energy(Taipei Taiwan Siemens) 1675.24 Kunming Yeyan( Yunnan Kunming Siemens) 1685.25 Jingde Semiconductor( JiangxiJ

20、ingdezhen Siemens) 1705.26 Luan Group (Shanxi Changzhi Siemens) 1725.27 Hubei Qixing ( Hubei Siemens )1735.28 Shanxi Youser ( Shanxi Siemens ) 1755.29 Ever Mining ( Henan Siemens ) 1775.30 Top Green Energy (Taiwan Siemens ) 1795.31 Youwang Silicon (Taiwan Siemens ) 1805.32 LDK (Jiangxi Siemens ) 182

21、Chapter Six Siemens CVD Reactor and Polysilicon Project Design Suppliers 1846.1 Siemens CVD Reactor 1846.1.1 GT Solar USA 1866.1.2 Centrotherm Germany 1916.1.3 GEC(MSA) Germany 1936.1.4 Poly Plant Project, Inc. (PPP) USA 1966.2 Polysilicon Project Design or Construction services Suppliers 2016.2.1 C

22、hengda Engineering Chengdu 2026.2.2 Hualu Engineering Xian 205Chapter Seven Polysilicon Manufacturing Cost Analysis 2087.1 Raw Materials Consumption and cost analysis 2087.2 Electricity Consumption and Cost Analysis 2167.3 Equipments or Fixed Assets Depreciation Cost 2177.4 Labor Cost 2187.5 Manufac

23、turing Cost and Cost Structure 220Chapter Eight Feasibility Analysis of China 3000Ton/Year Polysilicon Project 2228.1 China Polysilicon Project Opportunities and Risks Analysis 2228.2 Feasibility Analysis of China 3000Ton/Year Polysilicon Project 225Chapter Nine Polysilicon Research Conclusions 226T

24、ables and Figures:Figure Rod and Nugget form Polysilicon Pictures 1Table Difference of EG and SG polysilicon Product Specifications 2Table MG/SG/EG Silicon Purity and 2010 Average Selling Price(USD/Kg) 3Figure Industry Chain Structure of Polysilicon 4Figure polycrystalline silicon Industry Chain Str

25、ucture (Upstream Raw Materials and Downstream Applications) 4Figure Policy catalytic demand side dominate polycrystalline silicon prices 6Figure 2000-2010 polysilicon price (dollars/kg) movements 6Figure Global polycrystalline silicon vendors cost structure 7Figure Roughly domestic manufacturers cos

26、t structure 7Table Chemical Equation of Siemens Method 8Figure Manufacturing Process Flow of Siemens Method 9Table Siemens CVD Reactor Hydride Reactor System CDI end gas recycling system polysilicon Manufacturing Technology Suppliers etc Equipment Suppliers List 9Figure Siemens Method Polysilicon Ma

27、nufacturing (Hemlock) Process Flow 11Figure Modified Siemens Method Closed Loop Polysilicon Production Process 12Table Siemens CVD Polysilicon Reactor Related Parameter Comprasion of Two Different Pressure 13Table China 8 Polysilicon Projects Silicon Powder Liquid Chlorine Usage (KG) and Reduction a

28、nd Total Electricitry Usage (KWH/kg) 16Table Chemical Equation of MEMC FBR Method 17Figure REC FBR Reactor 18Table The application of FBR in international polysilicon production enterprise 19Figure JFE Steel Physical Method (UMG) Silicon Manufacturing Process Flow 23Figure JFE Metallurgical Method (

29、Physical Purity Method) Process Flow 23Figure Defference between JFE Metallurgical Method (Physical Purity Method) and Siemens Method 24Table China Physical Method UMG Silicon Market Summary 24Table US SRI Method Polysilicon Manufacturing Process 27Figure US RSI Method Polysilicon Manufacturing Proc

30、ess Flow 28Table Siemens FBR UMG etc Six Polysilicon Manufacturing Method Comparison 28Table Difference between Modified Siemens Method, Sliane Decomposition Method, Fluidized-Bed Method Polysilicon Manufacturing Technology 29Table Comparative analysis of solar grade polysilicon manufacturing proces

31、ses and principles of metallurgy process, gas-liquid deposition and purification for heavily-doped silicon waste 30Table Some Polysilicon Manufacturers Manufacturing Processes and Their Intermediate Product 31Table Process Flow of Siemens Method 31Figure MG Silicon Manufacturing Process 35Figure MG

32、Silicon Manufacturing Process Structure 36Figure Siemens Polysilicon Reactor (Wafer-cooled metal bell jar) Illustrative Diagram 37Table List of New Technologies for Solar Grade Polysilicon 38Table 2008-2015 Global Major Polysilicon Manufacturers SG Polysilicon Capacity and Total SG Polysilicon Capac

33、ity (Ton) 39Table 2008-2015 Global Major Polysilicon Manufacturers SG Polysilicon Capacity Market Share 41Table 2008-2015 Global Major Polysilicon Manufacturers SG Polysilicon Production and Total SG Polysilicon Production (Ton) 42Table 2008-2015 Global Major Polysilicon Manufacturers SG Polysilicon

34、 Production Market Share 44Figure 2008-2015 Global SG Polysilicon Capacity Production (Ton) and Growth Rate 46Table 2008-2015 Global SG Polysilicon Capacity Production (Ton) and Utilization 46Table 2008-2015 China SG Polysilicon Capacity Production (Ton) and Utilization 46Table 2008-2015 China USA E

35、urope Japan Korea etc Other Regionals SG Polysilicon Production (Ton) 47Table 2008-2015 China USA Europe Japan Korea etc Other Regionals SG Polysilicon Production Market Share 47Table 2008-2015 China Major Polysilicon Manufacturers SG Polysilicon Production (Ton) 48Table 2008-2015 China Major Polysi

36、licon Manufacturers SG Polysilicon Production Market Share 49Table 2008-2015 USA Major Polysilicon Manufacturers SG Polysilicon Production (Ton) 50Table 2008-2015 USA Major Polysilicon Manufacturers SG Polysilicon Production Market Share 50Table 2008-2015 Europe Major Polysilicon Manufacturers SG Po

37、lysilicon Production (Ton) 50Table 2008-2015 Europe Major Polysilicon Manufacturers SG Polysilicon Production Market Share 51Table 2008-2015 Asia Major Polysilicon Manufacturers SG Polysilicon Production (Ton) 51Table 2008-2015 Asia Major Polysilicon Manufacturers SG Polysilicon Production Market Sh

38、are 51Table 2008-2015 Global EG SG Polysilicon Production (Ton) and Market Share 52Table 2008-2015 Global SG Polysilicon Supply Demand and Shortage (Ton) 52Table 2008-2015 China SG Polysilicon Supply Demand and Shortage (Ton) 52Table 2008-2015 Global and China SG Polysiliocn Supply Demand and Relati

39、onship 53Table 2008-2015 Global EG Polysilicon Demand (Ton) and Growth Rate 53Table 2008-2015 Siemens FBR UMG Other Method Polysilicon Production Value (Million USD) and Market Share 54Table 2008-2015 Global SG Polysilicon Production (Ton) Price Cost Profit (USD/kg) Production Value (Million USD) Pr

40、ofit Margin List 54Table Hemlock Polysilicon Company Information List (Products Revenue Raw Materials Equipments Customers Expansion Plan etc 13 Itmes) 55Table 2008-2015 Hemlock EG Polysilicon Capacity Production (Ton) Price Cost Profit (USD/kg) Production Value (Million USD) and Profit Margin 56Fig

41、ure 2008-2015 Hemlock EG Polysilicon Capacity Production (Ton) and Growth Rate 57Table 2008-2015 Hemlock SG Polysilicon Capacity Production (Ton) Price Cost Profit (USD/kg) Production Value (Million USD) and Profit Margin 57Figure 2008-2015 Hemlock SG Polysilicon Capacity Production (Ton) and Growth

42、 Rate 58Table Wacker Chemie AG Polysilicon Company Information List (Products Revenue Raw Materials Equipments Customers Expansion Plan etc 13 Itmes) 58Table 2008-2015 Wacker Chemie EG Polysilicon Capacity Production (Ton) Price Cost Profit (USD/kg) Production Value (Million USD) and Profit Margin 6

43、0Figure 2008-2015 Wacker Chemie EG Polysilicon Capacity Production (Ton) and Growth Rate 60Table 2008-2015 Wacker Chemie SG Polysilicon Capacity Production (Ton) Price Cost Profit (USD/kg) Production Value (Million USD) and Profit Margin 60Figure 2008-2015 Wacker Chemie SG Polysilicon Capacity Produ

44、ction (Ton) and Growth Rate 61Table MEMC Electronic Materials Polysilicon Company Information List (Products Revenue Raw Materials Equipments Customers Expansion Plan etc 13 Itmes) 61Table 2008-2015 MEMC EG Polysilicon Capacity Production (Ton) Price Cost Profit (USD/kg) Production Value (Million US

45、D) and Profit Margin 63Figure 2008-2015 MEMC EG Polysilicon Capacity Production (Ton) and Growth Rate 64Table 2008-2015 MEMC SG Polysilicon Capacity Production (Ton) Price Cost Profit (USD/kg) Production Value (Million USD) and Profit Margin 64Figure 2008-2015 MEMC SG Polysilicon Capacity Production

46、 (Ton) and Growth Rate 65Table REC Polysilicon Company Information List (Products Revenue Raw Materials Equipments Customers Expansion Plan etc 13 Itmes) 65Table 2008-2015 REC EG Polysilicon Capacity Production (Ton) Price Cost Profit (USD/kg) Production Value (Million USD) and Profit Margin 68Figur

47、e 2008-2015 REC EG Polysilicon Capacity Production (Ton) and Growth Rate 69Table 2008-2015 REC SG Polysilicon Capacity Production (Ton) Price Cost Profit (USD/kg) Production Value (Million USD) and Profit Margin 69Figure 2008-2015 REC SG Polysilicon Capacity Production (Ton) and Growth Rate 70Table

48、Tokuyama Polysilicon Company Information List (Products Revenue Raw Materials Equipments Customers Expansion Plan etc 13 Itmes) 70Table 2008-2015 Tokuyama EG Polysilicon Capacity Production (Ton) Price Cost Profit (USD/kg) Production Value (Million USD) and Profit Margin 72Figure 2008-2015 Tokuyama

49、EG Polysilicon Capacity Production (Ton) and Growth Rate 72Table 2008-2015 Tokuyama SG Polysilicon Capacity Production (Ton) Price Cost Profit (USD/kg) Production Value (Million USD) and Profit Margin 73Figure 2008-2015 Tokuyama SG Polysilicon Capacity Production (Ton) and Growth Rate 73Table Mitsub

50、ishi Materials Polysilicon Company Information List (Products Revenue Raw Materials Equipments Customers Expansion Plan etc 13 Itmes) 73Table 2008-2015 Mitsubishi Materials EG Polysilicon Capacity Production (Ton) Price Cost Profit (USD/kg) Production Value (Million USD) and Profit Margin 75Figure 2

51、008-2015 Mitsubishi Materials EG Polysilicon Capacity Production (Ton) and Growth Rate 76Table 2008-2015 Mitsubishi Materials SG Polysilicon Capacity Production (Ton) Price Cost Profit (USD/kg) Production Value (Million USD) and Profit Margin 76Figure 2008-2015 Mitsubishi Materials SG Polysilicon Ca

52、pacity Production (Ton) and Growth Rate 77Table OCI Company Ltd. Company Information List (Products Revenue Raw Materials Equipments Customers Expansion Plan etc 13 Itmes) 77Table 2008-2015 OCI EG Polysilicon Capacity Production (Ton) Price Cost Profit (USD/kg) Production Value (Million USD) and Pro

53、fit Margin 78Figure 2008-2015 OCI EG Polysilicon Capacity Production (Ton) and Growth Rate 79Table M.SETEK Polysilicon Company Information List (Products Revenue Raw Materials Equipments Customers Expansion Plan etc 13 Itmes) 79Table 2008-2015 M.SETEK EG Polysilicon Capacity Production (Ton) Price C

54、ost Profit (USD/kg) Production Value (Million USD) and Profit Margin 80Figure 2008-2015 M.SETEK EG Polysilicon Capacity Production (Ton) and Growth Rate 81Table 2008-2015 M.SETEK SG Polysilicon Capacity Production (Ton) Price Cost Profit (USD/kg) Production Value (Million USD) and Profit Margin 81Fi

55、gure 2008-2015 M.SETEK SG Polysilicon Capacity Production (Ton) and Growth Rate 82Table Osaka Titanium Polysilicon Company Information List (Products Revenue Raw Materials Equipments Customers Expansion Plan etc 13 Itmes) 82Table 2008-2015 OSAKA Titanium EG Polysilicon Capacity Production (Ton) Pric

56、e Cost Profit (USD/kg) Production Value (Million USD) and Profit Margin 83Figure 2008-2015 OSAKA Titanium EG Polysilicon Capacity Production (Ton) and Growth Rate 84Table 2008-2015 OSAKA Titanium SG Polysilicon Capacity Production (Ton) Price Cost Profit (USD/kg) Production Value (Million USD) and P

57、rofit Margin 84Figure 2008-2015 OSAKA Titanium SG Polysilicon Capacity Production (Ton) and Growth Rate 85Table Nitol Solar Company Information List (Products Revenue Raw Materials Equipments Customers Expansion Plan etc 13 Itmes) 85Table 2008-2015 Nitol SG Polysilicon Capacity Production (Ton) Pric

58、e Cost Profit (USD/kg) Production Value (Million USD) and Profit Margin 87Figure 2008-2015 Nitol SG Polysilicon Capacity Production (Ton) and Growth Rate* 87Table TSM Company Information List (Products Revenue Raw Materials Equipments Customers Expansion Plan etc 13 Itmes) 88Table 2008-2015 TSM SG P

59、olysilicon Capacity Production (Ton) Price Cost Profit (USD/kg) Production Value (Million USD) and Profit Margin 89Figure 2008-2015 TSM SG Polysilicon Capacity Production (Ton) and Growth Rate 89Table Activ Solar Polysilicon Company Information List (Products Revenue Raw Materials Equipments Custome

60、rs Expansion Plan etc 13 Itmes) 89Table 2008-2015 Activ Solar EG Polysilicon Capacity Production (Ton) Price Cost Profit (USD/kg) Production Value (Million USD) and Profit Margin 90Figure 2008-2015 Activ Solar EG Polysilicon Capacity Production (Ton) and Growth Rate 91Table SILFAB Company Informatio