Global and China Solar (PV) Cell and Polysilicon Industry Report, 2009-2010
-
Oct/2010
- Hard Copy
- USD
$2,400
-
- Pages:209
- Single User License
(PDF Unprintable)
- USD
$2,500
-
- Code:
ZYW052
- Enterprise-wide License
(PDF Printable & Editable)
- USD
$3,800
-
- Hard Copy + Single User License
- USD
$2,600
-
Surviving the recession in 2009, PV cell industry is heading for a boom in 2010, which is attributable to two reasons: firstly, the price dive of polysilicon has led to a slump in the price of PV cell, reduced the cost of the entire system and further stimulated the market demand in a large scale; secondly, as industrial subsidy policies worldwide are likely to be adjusted in the second half of 2010, enterprises are trying to take full advantage of such policies before they are changed.
Revenue of 16 PV Cell/Module Manufacturers Worldwide, 2009 H1 vs. 2010 H1 (USD mln)
In particular, Manufacturers in Chinese Mainland and Taiwan experienced the strongest growth, with their revenues in 2010 H1 ever higher than that of 2009 throughout. Since polysilicon holds the highest proportion in PV cell cost, the gross margins of PV cell manufacturers in 2010 H1 increased by multiple times. Despite the sluggish economy and bleak market in 2009, Mainland Chinese and Taiwanese enterprises still managed to expand capacities. By contrast, enterprises in Japan, US and Europe missed the opportunities in the first half 2010 because of their cautiousness.
Revenue of Top 8 Wafer Manufacturers Worldwide (USD mln)
Among the world’s top 8 wafer manufacturers, SolarWorld is a Germany enterprise, PV CRYSTALOX is a Germany-UK joint venture, GET and Sino-American Silicon Products are both Taiwan-based, REC originates from Norway, while the rest three are Mainland Chinese enterprises. In the first half of 2010, European enterprises delivered average performance, while their Chinese counterparts achieved outstanding performance. European enterprises were so obsessed with complete industry chains, both cell and module manufacturers endeavored to manufacture wafers by themselves, and increasingly reduced their purchase of wafers. Chinese enterprises, on the contrary, had never hesitated to purchase wafers, especially when the production capacity was insufficient, which led to excellent achievements.
Between 2008 and 2009, considerable amounts of solar polysilicon capacities were released, resulting in the oversupply which made the spot price plummet from USD500 to USD50. The price dive of polysilicon spurred the capacity expansion of downstream solar cell industry, which, in turn, stimulated the explosive demand for polysilicon. Meanwhile, the low price of polysilicon propelled polysilicon manufacturers to control capacity expansion and reduce output.
According to customs statistics, China’s import volume of polysilicon reached 3,731 tons in August, up 78.8% year on year and 1.33% month on month. The accumulative import volume hit 26,745 tons from January to August, up 109% over the same period of 2009. The export volume of polysilicon touched 190 tons in August, and the accumulative export volume was 1,536 tons from January to August.
In 2010, polysilicon has been in short supply again, and the spot price has been soaring, to almost USD100 in recent days. However, with governments’ reduction in solar subsidies and polysilicon manufacturers’ capacity expansion, further polysilicon price hikes are unlikely to occur, and the prices are expected to fluctuate between USD70 and USD150.
Polysilicon industry features lower threshold technically and financially, and it is the cost control ability that dominates. The cost of small-sized enterprises approximates USD50/kg, while that of large-sized enterprises or ones with unique technologies can be reduced to USD25 or below. Large-sized polysilicon manufacturers generally own unique technologies or supply chain cost advantages, and their EBITDA would touch 40% or more even when the spot price is set USD50/kg. While for small-sized manufacturers in China, the spot price of USD50/kg may indicate loss.
Hemlock, the world’s No.1 polysilicon manufacturer, is a joint venture of US-based Dow Corning (63.25%), Japan-based ShinEtsu (24.5%) and Mitsubishi Materials (12.25%). ShinEtsu is the world’s largest electronic-grade polysilicon manufacturer, and Mitsubishi Materials is also a large polysilicon enterprise. Corning is the world’s largest TFT-LCD glass substrate manufacturer with rich experience in silicon chemical industry. The Germany-based Wacker is the world’s second largest organic silicon producer with the annual revenue close to EUR4 billion. The Norway-based REC runs its business throughout the whole solar industry chain. REC developed its polysilicon business through the acquisitions of Komatsu Electronics’ SGS and ASiMI, whose production bases are both located in the US.
1. Profile of PV Cell
1.1 History
1.2 Principle of Electricity Generation
1.3 Classification
1.4 Process
1.5 Industry Chain
2. Market and Policy
2.1Market Status Quo
2.2 Global Policies
2.2.1 Germany
2.2.2.US
2.2.3 UK
2.2.4 Japan
2.2.5 Spain
2.2.6 India
2.2.7 China
2.2.8 Other Countries
2.3 Thin Film PV Cell Market and Industry
2.3.1 Advantages and Disadvantages of Thin Film PV Cell
2.3.2 CdTe Thin Film PV Cell
2.4 CPV System
2.4.1 Profile
2.4.2 Status Quo
2.4.3 Trough Optothermal Power Generation
2.4.4 Parabolic CPV
2.4.5 Tower-Type CPV
3. Global PV Cell Industry
3.1 Industry Chain
3.2 Geographical Distribution
3.3 Industry Scale
3.4 Horizontal Comparison of Global Cell/ Module Manufacturers
3.5 Wafer Manufacturers
3.6 PV Cell Industry in Mainland China
3.7 PV Industry Chain in Taiwan
4. Major Cell/Module Manufacturers
4.1 Sharp
4.2 KYOCERA Corporation
4.3 Sanyo (Panasonic )
4.4 Q-CELLS
4.5 FirstSolar
4.6 SunPower
4.7 Suntech
4.8 Tianwei Yingli New Energy Resources
4.9 Trina Solar Limited (TSL)
4.10 Canadian Solar Inc (CSI)
4.11 JA Solar
4.12 Solarfun Power
4.13 Motech Industries
4.14 Gintech
4.15 ReneSola
4.16 China Sunergy
4.17 Sunowe Photovoltaic
4.18 Changzhou EGing Photovoltaic Technology
4.19 Jetion Solar
4.20 Risen Energy
4.21 Neo Solar Power
4.22 E-Ton Solar Tech
4.23 Trony Solar
5. Wafer Manufacturers
5.1SolarWorld
5.2 LDK Solar
5.3 Green Energy Technology (GET)
5.4 Sino-American Silicon Products
5.5 Danen Technology
5.6 PV CRYSTALOX
5.7 Comtec Solar Systems
5.8 Solargiga Energy
6. Status Quo and Prospect of Polysilicon Industry
6.1 Profile and Manufacturing Process
6.2 Status Quo and Prospect
6.3 Supply and Demand
6.4 Competition Pattern
6.5 Import and Export in China
6.6 Polysilicon Industry in China
7. Polysilicon and Monocrystalline Silicon Manufacturers
7.1 Wacker
7.2 Hemlock
7.3 REC
7.4 MEMC
7.5 GCL-Poly Energy Holdings Limited
7.6 OCI
7.7 Mitsubishi Materials
7.8 SUMCO
7.9 Tokuyama
7.10 M.SETEK
7.11 China Silicon Corporation (SINO-SI)
7.12 CSG Holding
7.13 Baoding Tianwei
7.14 Xinguang Silicon Technology
7.15 Ledian Tianwei Silicon Industry Technology
7.16 ORISI Silicon
PV Cell Industry with Various Technologies by Region, 2009
PV Cells by Technology Worldwide, 2009-2014
PV Installed Capacity in Germany, 2010-2014E
PV Installed Capacity in US, 2010-2014E
Monthly Installed Capacity in UK, Apr. -Jul.2010
PV Installed Capacity in UK, 2010-2014E
PV Installed Capacity in Japan, 2000-2014E
PV Installed Capacity in India, 2000-2014E
PV Installed Capacity in China, 2000-2014E
PV Installed Capacity in Spain, France, Belgium, Portugal, Greece, 2008-2014
China PV Power Station Planning
Operation Pattern of China PV Power Station
Thin Film PV Cell Output Worldwide, 2005-2014
Output Value of PV Cell by Region, 2010 H1
Output of PV Cell by Region, 2010 H1
Output Value Scale and its Growth of PV Cell Industry Worldwide, 2007-2013
Capacity and Output of Crystalline Silicon Cell in China, 2006-2011
Revenue and Operating Margin from PV Cell Business of Sharp, FY2008-FY2011
Shipment and Average Price from PV Cell Business of Sharp, FY2008-FY2011
Capacity Expansion Plan of Kyocera, FY2009-FY2013
Revenue and Operating Margin of Q-CELLS, 2002-2010
Output and Capacity Utilization Rate of Q-CELLS, 2002-2010
Revenue and Operating Margin of Q-CELLS, 2009 Q1-2010 Q2
Capacity Expansion of Q-CELLS, 2009-2010
Revenue and Operating Margin of FirstSolar, 2005-2010
Capacity and Capacity Utilization Rate of FirstSolar, 2005-2010
Capacity of FirstSolar by Region, 2005-2012
Revenue and Operating Margin of FirstSolar, 2008 Q2-2010 Q2
Cash Flow of FirstSolar, 2006-2010 Q2
Cost per Watt of FirstSolar, 2005-2010 Q2
Revenue and Operating Margin of SunPower, 2005-2010
Revenue and Output of SunPower, 2005-2010
Revenue of SunPower by Business, 2007-2009
Revenue of SunPower by Region, 2006-2009
Revenue of SunPower by Channel, 2009
Cost Reduction Plan of SunPower, 2009 Q4-2014
Revenue and Operating Margin of Suntech, 2005-2010
Revenue and Shipment of Suntech, 2005-2010
Revenue of Suntech by Region, 2009-2010
Cost per Watt of Suntech, 2009 Q3-2010 Q2
Revenue and Operating Margin of Tianwei Yingli, 2005-2010
Revenue and Output of Tianwei Yingli, 2005-2010
Revenue of Tianwei Yingli by Region, 2007-2009
Capacity of Tianwei Yingli, 2002-2009
Revenue and Operating Margin of Trina Solar, 2005-2010
Revenue and Shipment of Trina Solar, 2005-2010
Revenue and Gross Margin of Trina Solar, 2005-2010
Revenue of Trina Solar by Region, 2007-2009
Revenue of Trina Solar by Region, 2010
Capacity of Trina Solar by Product, 2010
Cost of Trina Solar
Revenue and Operating Margin of CSI, 2005-2010
Output and ASP of CSI, 2005-2010
Revenue of CSI by Region, 2010 Q1-Q2
Revenue and Operating Margin of JA Solar, 2006-2010
Shipment and ASP of JA Solar, 2007-2010
Revenue of JA Solar by Region, 2007-2009
Revenue and Operating Margin of Solarfun Power, 2005-2010
Shipment and ASP of Solarfun Power, 2005-2010
Global Distribution of Motech Industries
Revenue and Operating Margin of Motech Industries, 2005-2011
Revenue of Motech Industries, 2008 Q3-2010 Q2
Gross Margin & Net Margin of Motech Industries, 2008 Q3-2010 Q2
Net Profit of Motech Industries, 2001-2009
Capacity of Motech Industries, 2010 Q1-2010 Q4
Product Conversion Efficiency of Motech Industries, 2010 Q1-2010 Q4
Global Distribution of Gintech
Capacity of Gintech, 2006-2012
Shipment of Gintech, 2006-2010 Q2
Revenue and Net Profit of Gintech, 2008 Q1-2010 Q2
Technology Roadmap of Gintech, 2009-2012
Vertical Integration of Gintech
Revenue and Operating Margin of ReneSola, 2005-2010
Shipment and ASP of ReneSola, 2005-2010 H1
Capacity of ReneSola by Product, 2006-2011
Shipment and Net Profit of ReneSola, 2009 Q2-2010 Q2
Revenue and Gross Margin of ReneSola, 2009 Q2-2010 Q2
Wafer Cost of ReneSola, 2009 Q1-2010 Q4
Polysilicon Cost of ReneSola, 2009 Q1-2010 Q4
OEM Module Shipment of ReneSola, 2010 Q1-2010 Q4
Revenue of ReneSola by Region, 2007-2009
Revenue and Gross Margin of China Sunergy, 2005-2010
Revenue of China Sunergy by Region, 2007-2009
Revenue and Gross Margin of Sunowe Photovoltaic, 2007-2012
Revenue and Shipment of Sunowe Photovoltaic, 2007-2012
Revenue and Gross Margin of Jiangyin Jetion Science and Technology, 2006-2010
Shipment of Jiangyin Jetion Science and Technology, 2006-2010
Revenue and Operating Margin of Risen Energy, 2007-2012
Revenue, Gross Margin, Operating Margin of NSP, 2007-2010
Revenue and Shipment of NSP, 2007-2010
Technology Roadmap of NSP
Capacity of NSP, 2006-2011
Revenue and Gross Margin of E-Ton Solar Tech, 2006-2010
Revenue of Trony Solar by Product, 2008-2010 H1
Revenue of Trony Solar by Chanel, 2008-2010 H1
Revenue of Trony Solar by Region, 2008-2010 H1
Revenue and Operating Margin of SolarWorld, 2005-2013
Revenue and Operating Margin of SolarWorld, 2009 Q1-2010 Q2
Revenue of SolarWorld by Region, 2008-2009
Working Capital of SolarWorld, 2009 Q2-2010 Q2
Inventory of SolarWorld, 2009 Q2-2010 Q2
LDK Structure
Revenue and Operating Margin of LDK, 2006-2010
Shipment and ASP of Wafer of LDK, 2006-2010
Revenue of LDK by Region, 2007-2010 Q2
Vertical Industry Chain of LDK
Wafer Capacity of LDK, 2008-2011
Wafer Clients of LDK, 2009
Cost per Watt of Wafer of LDK, 2009 Q3-2011 Q4
Polysilicon Plants of LDK
Polysilicon Capacity of LDK, 2010-2011
Cell Capacity Plan of LDK
Module Capacity Plan of LDK
Module Cost of LDK
Module Clients of LDK
Revenue and Operating Margin of Green Energy Technology, 2006-2011
Revenue and Operating Margin of Sino-American Silicon Products, 2005-2010
Monthly Revenue of Danen Technology, Jan.2009-Aug. 2010
Revenue and Gross Margin of Danen Technology, 2009 Q1-2010 Q2
Revenue, Shipment and EBIT of PV CRYSTALOX, 2006-2010
Revenue and Gross Margin of Comtec Solar Systems, 2006-2010
Revenue of Comtec Solar Systems by Product, 2008-2010 H1
Revenue and Operating Margin of Solargiga Energy, 2005-2010
Quarterly Revenue of Solargiga Energy by Business, 2009 Q1-2010 Q2
Quarterly Average Price of Wafer of Solargiga Energy, 2009 Q1-2010 Q2
Quarterly Revenue and Shipment of Solargiga Energy, 2009 Q1-2010 Q2
Revenue of Solargiga Energy by Region, 2010 H1
Capacity of Solargiga Energy, 2009-2011
Output and Demand of Polysilicon, 2007-2013
Output Value and ASP of Polysilicon Industry, 2007-2013
Capacity of Major Polysilicon Manufacturers Worldwide, 2009-2012
Spot Price of Polysilicon, Jan.2009-Aug.2010
Market Occupancy of Major Polysilicon Manufacturers by Shipment, 2010 H1
Market Occupancy of Major Polysilicon Manufacturers by Revenue, 2010 H1
Monthly Import Volume of Polysilicon in China, Jan.2009-Aug.2010
Import Value of Polysilicon by Region in China, Jan.-Aug.2010
Output of Polysilicon in China, 2007-2012
Market Occupancy of China’s Polysilicon Manufacturers by Shipment, 2010 H1
Revenue and EBIT of Wacker Chemie AG, 2005-2010
Revenue of Wacker Chemie AG by Product, 2005-2010
Revenue and EBIT from Polysilicon Business of Wacker Chemie AG, 2005-2010
Revenue and Output from Polysilicon Business of Wacker Chemie AG, 2005-2010
Polysilicon Revenue of Wacker Chemie AG by Region, 2010
Polysilicon Capacity Expansion of Wacker Chemie AG
Polysilicon Manufacturing Process of Wacker Chemie AG
Process Flow of Polysilicon Manufacturing of Hemlock
REC Structure
Revenue and EBIT of REC, 2005-2010
Revenue and EBIT of REC Silicon Business, 2005-2010
Revenue, EBITDA and Employment of REC Silicon Business, 2005-2009
Polysilicon Capacity of REC, 1985-2009
Polysilicon Capacity of REC SILICON, 2009 Q2-2010 Q2
Downstream Application of Polysilicon of REC, 2010 H1
Revenue and EBITDA of REC Wafer Business, 2005-2010
Revenue, EBITDA and Employment of REC Wafer Business, 2005-2009
Output of REC WAFER, 2009 Q2-2010 Q2
Revenue and EBITDA of REC Solar Business, 2005-2010
Revenue, EBITDA and Employment of REC Solar Business, 2005-2009
Output of REC Solar, 2009 Q2-2010 Q2
Revenue and Operating Margin of MEMC, 2005-2010
Revenue of MEMC by Region, 2007-2009
Revenue of MEMC by Business, 2010 Q1- Q2
Revenue and EBITDA Margin of GCL-Poly Energy Holdings Limited, 2007-2010
Revenue and Polysilicon Output of GCL-Poly Energy Holdings Limited, 2007-2010
Polysilicon Output of GCL-Poly Energy Holdings Limited, 2007 Q4-2010 Q2
Polysilicon Cost of GCL-Poly Energy Holdings Limited, 2009 Q1-2010 Q3
Sales Volume and Output of Polysilicon of GCL-Poly Energy Holdings Limited, 2009 Q1-2010 Q2
Wafer Capacity of GCL-Poly Energy Holdings Limited by Region
Revenue and Gross Margin from Solar Business of CSG Holding, 2008-2010
Accumulated PV Installed Capacity of Major Countries, 2001-2009
Newly-Increased PV Installed Capacity of Major Countries, 2002-2009
Newly-Increased PV Installation Demand by Region Worldwide, 2000-2014
Newly-Increased PV Installation Demand by Region in Europe, 2000-2014
Output of Top 4 Thin Film PV Cell Manufactures Worldwide, 2009
Power Generation Cost of CdTe Cell, 2008-2011
Core Parts and Components of Trough Power Generation Technology
Major Trough PV Power Generation Projects Worldwide
Major Parabolic PV Power Generation Projects Worldwide
Target Cost and Performance of Parabolic PV Power Generation
Major Tower-Type PV Power Generation Projects Worldwide
Revenue of Global 16 PV Cell/Module Manufacturers, 2009 H1 vs. 2010 H1
Output of Global 20 PV Cell/Module Manufacturers, 2009 H1 vs. 2010 H1
Revenue of Global 20 PV Cell/Module Manufacturers, 2008-2010
Gross Margin of Global Major PV Enterprises, 2010 H1
Net Profit of Global Major PV Enterprises, 2010 H1
Revenue and Output of Global Top 8 Wafer Manufacturers, 2010 H1
Capacity and Output of China-Based Major Crystal Silicon Cell Manufacturers, 2008-2010
Equipment Source and Capacity of China-Based Thin Film PV Cell Manufacturers
Ranking of Top 20 PV Cell Manufacturers in China
Ranking of Top 12 PV Cell Manufacturers in Taiwan by Capacity, 2010-2011
PV Cell Shipment of KYOCERA, 2006-2010
Revenue and Shipment from PV Business of Sanyo, FY2004-FY2010
Capacity of Solarfun by Product, 2010 Q1-0 Q4
Revenue, Sales Volume, Unit Price, Cost and Gross Margin of Risen Energy by Product, 2007-2012
Output of Green Energy Technology by Product, 2007-2010 H1
Supply & Demand of Polysilicon, 2009-2011 E
Revenue, EBITDA, Net Profit, EBIT, EPS and Employment of REC, 2005-2009
Sales Volume, ASP, Cost of Polysilicon and Sales Volume, ASP and Output of Wafer of GCL-Poly Energy Holdings Limited, 2009 Q1-2010 Q2
Global and China Rare Earth Permanent Magnet Industry Report, 2018-2023
Rare earth permanent magnets consist of SmCo permanent magnet and NdFeB permanent magnet among which NdFeB as a kind of 3rd-Gen rare earth permanent magnetic material takes a lion’s share of the marke...
Global and China NdFeB Industry Report, 2018-2023
Featured with strong magnetic energy product and high compacted density, NdFeB is widely used in various fields. The NdFeB industry over the recent years has characterized the following:
First, the N...
Global and China Vanadium Industry Report, 2018-2023
Vanadium, deemed as the “vitamin” of metals, finds wide application in steel, chemicals, new materials and new energy. There is now global research and development of vanadium for applying it to more ...
Global and China Cobalt Industry Report, 2018-2023
Cobalt, an essential raw material for lithium battery, is widely used in electric vehicles as well as computer, communication and consumer electronics. 59% of cobalt was used in lithium battery global...
Global and China Nickel Industry Report, 2017-2020
Global primary nickel output in 2016 fell 1.5% to 1.934 million tons. In 2017, as China’s nickel pig iron project in Indonesia reaches design capacity gradually, nickel metal supply is expected to hit...
Global and China Cobalt Industry Report, 2017-2021
In recent years, the global refined cobalt market has been in a state of oversupply, but the inventory has been decreasing year by year. In 2016, the global refined cobalt output and consumption were ...
China Silicon Carbide Industry Report, 2016-2020
China is the largest producer and exporter of silicon carbide in the world, with the capacity reaching 2.2 million tons, sweeping more than 80% of the global total. However, excessive capacity expansi...
China Antimony Industry Report, 2016-2020
According to USGS, global antimony reserves totaled 2 million tons and antimony ore production 150,000 tons in 2015. In China, the reserves of antimony stood at 950,000 tons and antimony ore productio...
Global and China Cobalt Industry Report, 2016-2020
Cobalt is an important strategic metal used in lithium battery manufacturing, hard alloy smelting and superalloy production, mainly available in Congo, Australia, Cuba and other countries.
In 2015, t...
China Silicon Carbide Industry Report, 2015-2019
China is the largest producer and exporter of silicon carbide in the world, with the capacity reaching 2.2 million tons, accounting for more than 80% of the global total. In 2014, the total silicon ca...
Global and China Antimony Industry Report, 2015
Since 2015, China’s antimony industry has been characterized by the followings:
China sees a continued decline in the output of antimony concentrates and antimony products. Owing to weak demand from ...
Global and China Bi-Metal Band Saw Blade Industry Report, 2015-2018
Since the year 2012, due to the aftermath of the global financial crisis and the sub-prime crisis, the prosperity index of manufacturing in China has continued to decline, and the machine tool industr...
Global and China Aluminum Alloy Automotive Sheet Industry Report, 2014-2017
In recent years, driven by energy conservation and emissions reduction and improvement of fuel efficiency, auto industry has been required to develop towards an increasingly lightweight trend. A great...
China Rare Earth Industry Report, 2014-2018
Rare earth, also known as rare earth metal or rare earth element, collectively refers to lanthanides (including fifteen elements) and closely-related scandium and yttrium. As a crucial strategic resou...
China Silicon Carbide Industry Report, 2014-2017
As a major producer and exporter of silicon carbide, China contributes about 80% to the global silicon carbide capacity. In 2013, China exported 286,800 tons of silicon carbide after the abolition of ...
China Antimony Industry Report, 2014-2017
Since 2014, China’s antimony industry has been characterized by the following:
First, China holds a stable position as a major antimony producer. According to the statistics by USGS, in 2013, up...
Global and China Vanadium Industry Report, 2014-2017
The world’s recoverable vanadium reserves so far has been recorded at 14 million tons, mainly found in China, Russia, South Africa and other countries. In 2013, roughly 151,000 tons of vanadium (V2O5 ...
Global and China Silica(White Carbon Black) Industry Report, 2014-2017
China, the world’s largest silica producer, had silica capacity of 2.20 million tons in 2013, slowing to a year-on-year increase of 8.1% and accounting for 60% of global capacity, of which 2.079 milli...