中国における太陽電池用多結晶シリコン業界レポート：2007年

Abstract

2007 Analysis and Research Report on China Solar Grade Multicrystal Silicon Industry was completed by solar industry research center for more than 3 months, it is a deeply research report on China & Global solar grade poly silicon industry. In the report, we introduced their productions & sales from 2004-2011 for China & Global market, poly silicon manufacture technology history, today, & future low cost technology. Give detail information analyst on experimental technology of poly silicon. (especially low cost technology), what is more, we also introduce the building & planning projects of China & global poly silicon factories. And we also give our remark or opinion on the planning or building project whether succeed of the factories yield technology.

According these analyst we can give good forecast of poly silicon products demand sales & shortage data in the coming 5 years (2007-2011). Though almost all biggest poly silicon vendor expanded their production capacity these years, there are also a lot shortage of global poly silicon, so more & more new enter come in this industry & all of them need manufacture technology, but almost all the biggest vendor will not transfer their technology to others, so the new enter need develop their own technology, but as we all know, it is not an easy thing to develop a new technology for poly silicon manufacture, so this largely limited the product expanding of poly silicon.

While China three best poly silicon manufacture (Luoyang Zhonggui, Sichuan Xinguang Silicon Industry & Emei Semiconductor) settle more technology difficulty and manufacture poly silicon succeed in China, especially Xinguang Silicon Industry 1260 tons project was greatly increase China new enter confident of their projects succeed. But things is not easy as we can image, in the report, there are 8 projects will be detail survey and analyst.

Table of Contents

Chapter 1 Summary of Polysilicon

• 1.1 Definition
• 1.2 Classification and uses
• 1.3 Industrial chain structure
• 1.4 Differences between polysilicon and single crystalline silicon

Chapter 2 Production Technology and Technology Analysis of Polysilicon

• 2.1 Summary of polysilicon technology
  • 2.1.1 Technology category and distribution
  • 2.1.2 Analysis on the technology distribution of the polysilicon enterprises in the world and in China
• 2.2 Polysilicon manufacturing technology
• 2.3 Single crystalline &multi crystalline silicon
• 2.4 Production technology of wafer

Chapter 3 Analysis on the Present and Future Market of Multi crystalline Silicon Ingot

• 3.1 Overview of the production and supply of multi crystalline silicon ingot
  • 3.1.1 The output of the traditional seven magnates
  • 3.1.2 The output of seven multi crystalline silicon ingot projects in Europe, USA and Korea
  • 3.1.3 The output of four multi crystalline silicon ingot projects in Japan and Russia
  • 3.1.4 The output of 11 multi crystalline silicon ingot projects in China
  • 3.1.5 The total output of multi crystalline silicon ingot in the world
  • 3.1.6 The output of electronic grade multi crystalline silicon ingot
  • 3.1.7 The output of solar grade multi crystalline silicon ingot
• 3.2 An overview of multi crystalline silicon ingot demand
  • 3.2.1 An overview of solar battery output
  • 3.2.2 An overview on the demand of the solar grade multi crystalline silicon ingot
  • 3.2.3 An overview on the demand of the electronic grade multi crystalline silicon ingot
  • 3.2.4 The demand and supply of multi crystalline silicon ingot

Chapter 4 Study on the Global Core multi crystalline Silicon Enterprises

• 4.1 Hemlock (USA)
• 4.2 REC (AsiMI+SGS) (Norway)
  • 4.2.1 REC (AsiMI) (USA)
  • 4.2.2 REC (SGS) (USA)
• 4.3 Wacker Chemie (Germany)
• 4.4 Tokuyama (Japan)
• 4.5 MEMC Electronic Materials (USA)
• 4.6 Mitsubishi Materials (Japan)
  • 4.6.1 Mitsubishi Materials (Japan)
  • 4.6.2 Mitsubishi Polu crystalline Materials (USA)
• 4.7 Sumitomo Titanium (Japan)

Chapter 5 Study on Domestic Core Enterprises of multi crystalline Silicon

• 5.1 Xinguang Silicon Industry (Leshan City, Sichuan)
• 5.2 Emei Semiconductor Materials Factory and Institute (Emei City, Sichuan)
• 5.3 Luoyang Sino-Silicon High Technology Company (Luoyang, Henan)

Chapter 6 Research on International Constructing and Designed multi crystalline Silicon Ingot Projects

• 6.1 JFE Steel Corporation (joint venture of NKK and Kawasaki) (Japan)
• 6.2 JSSI (Germany)
• 6.3 ELKEM (Norway)
• 6.4 DC Chemical (Korea)
• 6.5 Crystal Systems (USA)
• 6.6 Isofoton and Endesa (Spain)
• 6.7 Hoku Materials (Idaho, USA)
• 6.8 PPT of France (Saint-Maur-des-Fossés, France)
• 6.9 NSC (Japan)
• 6.10 M.SETEK (Japan)
• 6.11 Mining & Chemical Combine GKhK (Zheleznogorsk City, Russia)
• 6.12 Other items (Russia and Ukraine, etc.)

Chapter 7 Research on Domestic Planning Construction Projects of multi crystalline Silicon Ingot

• 7.1 Shenzhen CSG (Yichang City, Hubei Province)
• 7.2 Asia Silicon (Xining City, Qinghai Province)
• 7.3 Ningxia Sunshine (Shizuishan City, Ningxia)
• 7.5 Jiangsu Shunda (Yangzhou City, Jiangsu Province)
• 7.6 Jiangsu Zhongneng (Xuzhou City, Jiangsu Province)
• 7.7 Chaolei Industrial Corporation Limited (Guangyuan City, Sichuan Province)
• 7.8 Aixin Silicon Technology (Qujing City, Yunnan Province)
• 7.9 Tongwei and Giantstar (Leshan City, Sichuan Province)
• 7.10 Other projects
  • 7.10.1 Beijing Shunda Xinye Energy Company and other companies (Meishan City, Sichuan)
  • 7.10.2 Green Energy (Britain) Investment Corporation and other companies (Meishan City, Sichuan)
  • 7.10.3 Shanghai Industrial Investment Group and other companies (Mudanjiang City, Heilongjiang)

Chapter 8 Research on Global multi crystalline Silicon Ingot Supply System

• 8.1 Supply system of electronic grade multi crystalline silicon ingot
• 8.2 Supply System of Solar Grade multi crystalline silicon

Chapter 9 Feasibility Analysis on multi crystalline Silicon Ingot Project Investment in China

• 9.1 Potential technology ways
• 9.2 SWOT analysis on multi crystalline silicon ingot projects in China

Chapter 10 Conclusion of Research

Tables

• Table Differences of parameter between that of EG Silicon and SG Silicon Table Differences of parameter between that of EG Silicon and SG Silicon
• Table Purity quotient demand of MG silicon, SG silicon and EG silicon and the average price of 2006 (USD/kg)
• Table Distribution of output unit price (US$/kg) of elemental silicon of the world
• Table The Differences of parameter between polysilicon and single crystalline silicon
• Table The differences between single crystalline silicon solar energy battery and polysilicon solar energy battery
• Table Output and proportion of global polysilicon produced by different technologies in 2006
• Table Contrastive analysis on principles of polysilicon production technology of Siemens method, Silicon hydride method and Fluidized bed method
• Table Contrastive analysis on principles of SG production technology of Metallurgy method, Vapor-liquid deposition method and Heavily-doped silicon scrap purification method
• Table Chart of the technology of the global 12 polysilicon enterprises and their output in 2007
• Table The production technology of the 7 global polysilicon tycoons and corresponding chemical equation principles
• Table Chart of the production technology of some of the polysilicon enterprises and forms of the products
• Table New technology of several kinds of the Solar Grade Silicon and the developing enterprise
• Table main purification methods of the polysilicon of the 7 global tycoons
• Table Technology and productive capacity of three polysilicon enterprises in China
• Table Process flow Chart of Siemens method of polysilicon production
• Table Contrastive analysis of technological characteristics of DSS, FZ Si, CZ Si and EMC
• Table A Chart of wafer items and methods
• Table The worldwide output distribution between electronic grade and solar grade multi crystalline silicon ingot in 2004-2011
• Table The list of the global solar battery/panel/crystalline silicon battery/non-crystalline silicon battery output and solar panel/system average price in 2004-2011
• Table The global demand and growth rate of the demand of electronic grade multi crystalline silicon ingot in 2004-2011
• Table The global demand, supply and shortage of the solar grade multi crystalline silicon ingot in 2004-2011
• Table The demand, supply and shortage of the solar grade multi crystalline silicon ingot in 2002-2011 in China
• Table The list of the total output (t) of the seven global magnates of multi crystalline silicon in 2004-2011
• Table The list of the total EGSi output (t) of the seven global magnates of multi crystalline silicon in 2004-2011
• Table The list of the total SGSi output of the seven global magnates of multi crystalline silicon in 2004-2011 4.1 Hemlock (USA)
• Table The list of information about Hemlock Semiconductor Corporation (including 11 items such as shareholder, management level, product and customers, etc)
• Table The list of the output (t) of multi crystalline silicon and EG/SGSi of Hemlock in 2004-2011
• Table The list of information about REC (including 11 items such as shareholder, management level, product and customers, etc)
• Table The list of the output (t) of multi crystalline silicon and EG/SGSi of REC Silicon in 2004-2011
• Table The quarterly revenue and gross profit rate of REC Silicon, REC Wafer and REC Solar during 2005 Q4- 2006 Q4
• Table The list of information about Wacker Chemie AG (including 11 items such as shareholder, management level, product and customers, etc)
• Table The list of the management personnel of Wacker Chemie AG
• Table The financial data and revenues of each department of Wacker Group in 2004-2006
• Table The list of the output (t) of multi crystalline silicon and EG/SGSi of Wacker Chemie AG Silicon in 2004-2011
• Table The list of information about Tokuyama (including 11 items such as shareholder, management level, product and customers, etc)
• Table The sales revenue of each division in the first 3Q of the fiscal 2005 and 2006 in Tokuyama Group
• Table The list of the output (t) of multi crystalline silicon and EG/SGSi of Tokuyama in 2004-2011
• Table The list of information about MEMC Electronic Materials (including 11 items such as shareholder, management level, product and customers, etc)
• Table The list of financial information of MEMC in 2003-2006
• Table The list of the output (t) of multi crystalline silicon and EG/SGSi of MEMC Electronic Materials in 2004-2011
• Table The list of information about Mitsubishi Materials (including 11 items such as shareholder, management level, product and customers, etc)
• Table The list of the output (t) of multi crystalline silicon and EG/SGSi of MEMC Electronic Materials in 2004-2011
• Table The list of information about Sumitomo Titanium (including 11 items such as shareholder, management level, product and customers, etc)
• Table The list of the output (t) of multi crystalline silicon and EG/SGSi of Sumitomo Titanium in 2004-2011
• Table The list of the output (t) of multi crystalline silicon of Xinguang, Emei Semiconductor and Luoyang Sino-silicon in 2004-2011
• Table The list of information about Sichuan Xinguang Silicon Industry Company (including 11 items such as shareholder, management level, product and customers, etc)
• Table Shareholders structure of Xinguang Silicon Industry
• Table Director members of Xinguang Silicon Industry
• Table The list of information about Emei Semiconductor Materials (including 11 items such as shareholder, management level, product and customers, etc)
• Table The list of information about Luoyang Sino-Silicon (including 11 items such as shareholder, management level, product and customers, etc)
• Table Output list of the 7 multi crystalline silicon ingot projects of Europe and USA of 2008-2011
• Table Output list of the 4 multi crystalline silicon ingot projects of Japan and Russia of 2006-2011
• Table Information list of JFE Steel multi crystalline Silicon Ingot Corporation (totaling 11 items like shareholder, management layer, product, customer, and so on)
• Table Shareholder Structure of JFE
• Table Information list of JSSI multi crystalline silicon ingot projects (shareholder, plant location, input planning, and so on)
• Table Information list of Elkem AS multi crystalline silicon ingot projects (shareholder, plant location, input planning, and so on)
• Table Information list of DC Chemical Co., Ltd multi crystalline silicon ingot projects
• Table Estimation on the output (t) of 8 multi crystalline silicon ingot projects of China of 2008-2011
• Table New technique list of solar multi crystalline silicon ingot
• Table SWOT analysis on multi crystalline silicon ingot projects in China

Charts

• Chart Industrial chain structure of silicon product
• Chart Industrial chain structure of polysilicon production technology (sand-polysilicon)
• Chart Industrial chain structure of polysilicon industry (raw materials and downstream application)
• Chart Differences of polysilicon production process between JFE (NKK and Kawasaki combined) metallurgical method and traditional Siemens method
• Chart A schematic representation of MG silicon technology
• Chart Structure of MG silicon technology
• Chart High-purity silicon production process of Siemens method
• Chart A schematic representation of silicon reducing furnace operating
• Chart Process flow Chart of wafer-IC chips
• Chart The operation principle and the structure of the CZ method crystal pulling of the single crystalline silicon
• Chart Process of Solar Silicon material FZ method
• Chart A contrastive analysis of crystal pulling technology of CZ Si and FZ Si
• Chart Structure and a schematic representation of production process of directional solidification solution (DSS) of poly silicon (Multi-crystalline Silicon Ingot)
• Chart Structure and a schematic presentation of EMC production process of multi crystalline Silicon Ingot
• Chart A schematic representation of EMC technology of multi crystalline Silicon Ingot
• Chart Finished products of polycrystalline silicon ingot and parameter information concerned
• Chart A process flow Chart of Polysilicon- Multi crystalsilicon wafer-solar cell
• Chart The principle of cutting silicon and the structure of cutting machine
• Chart Multi crystal silicon wafer, the process flow Chart
• Chart wafer, the flow Chart of solar cell process (180 micron)
• Chart The total output and growth rate of multi crystalline silicon ingot of seven worldwide traditional magnates in 2007-2011
• Chart The total output and growth rate of multi crystalline silicon ingot of seven projects in Europe, USA and Korea in 2007-2010
• Chart The total output and growth rate of multi crystalline silicon ingot of four projects in Japan and Russia in 2006-2011
• Chart The total output and growth rate of multi crystalline silicon ingot of 11 projects in China in 2004-2011
• Chart The total output and growth rate of multi crystalline silicon ingot in the world in 2004-2011
• Chart The total global output and growth rate of electronic grade multi crystalline silicon ingot in 2004-2011
• Chart The total global output and growth rate of solar grade multi crystalline silicon ingot in 2004-2011
• Chart The global output (GW) and growth rate of solar battery/panel in 2004-2011
• Chart The global output (GW) and growth rate of crystalline silicon battery/panel in 2004-2011
• Chart The global output (GW) and growth rate of non-crystalline silicon battery/panel in 2004-2011
• Chart The list of the global solar battery/crystalline silicon battery/non-crystalline silicon battery output and solar module panel/system average price in 2004-2011
• Chart The top, tail and bottom materials amount and the corresponding loss proportion during EG silicon-wafer-IC process
• Chart The output (t) and growth rate of multi crystalline silicon ingot of Hemlock in 2004-2011
• Chart The output (t) and growth rate of multi crystalline silicon ingot of Wacker in 2004-2011
• Chart Diagram of production from silica stone to polycrystalline silicon and finished product of Tokuyama Group
• Chart The output and growth rate of multi crystalline silicon of Tokuyama in 2004-2011
• Chart The output and growth rate of multi crystalline silicon of MEMC in 2004-2011
• Chart The output and growth rate of multi crystalline silicon of Mitsubishi Materials in 2004-2011
• Chart The output and growth rate of multi crystalline silicon of Sumitomo Titanium in 2004-2011
• Chart The output and growth rate of multi crystalline silicon of Xinguang in 2007-2011
• Chart The output and growth rate of multi crystalline silicon of Emei Semiconductor Materials Factory in 2007-2011
• Chart The output and growth rate of multi crystalline silicon of Luoyang Sino-Silicon in 2007-2011
• Chart multi crystalline silicon ingot output (ton) and growth rate of JFE Steel of 2006-2011
• Chart multi crystalline silicon ingot output (t) and growth rate of JSSI of 2008-2011
• Chart multi crystalline silicon ingot output (t) and growth rate of DC Chemical of 2008-2011
• Chart multi crystalline silicon ingot output (t) and growth rate of Crystal Systems of 2008-2011
• Chart multi crystalline silicon ingot output (t) and growth rate of Isofoton and Endesa of 2009-2011
• Chart multi crystalline silicon ingot output (t) and growth rate of Hoku Materials of 2009-2011
• Chart multi crystalline silicon ingot output (t) and growth rate of PPT of 2009-2011
• Chart multi crystalline silicon ingot output (t) and growth rate of NSC of 2009-2011
• Chart multi crystalline silicon ingot output (t) and growth rate of M.SETEK of 2009-2011
• Chart multi crystalline silicon ingot output (t) and growth rate of Mining & Chemical Combine GKhK of 2009-2011 133
• Chart multi crystalline silicon ingot output (t) and growth rate of Shenzhen CSG of 2008-2011
• Chart multi crystalline silicon ingot output (t) and growth rate of Asia Silicon Industry of 2008-2011
• Chart multi crystalline silicon ingot output (t) and growth rate of Ningxia Sunshine of 2008-2011
• Chart multi crystalline silicon ingot output (t) and growth rate of Jiangsu Shunda of 2008-2011
• Chart multi crystalline silicon ingot output (t) and growth rate of Jiangsu Zhongneng of 2008-2011
• Chart multi crystalline silicon ingot output (t) and growth rate of Chaolei Industrial of 2008-2011
• Chart multi crystalline silicon ingot output (t) and growth rate of Aixin Technology of 2009-2011
• Chart multi crystalline silicon ingot output(t)and growth rate of Tongwei & Giantstar of 2008-2011
• Chart Yield Distribution Map of multi crystalline silicon ingot of USA, Europe and Japan in 2006
• Chart Yield Distribution Map of Electronic Grade multi crystalline silicon ingot of USA, Europe and Japan in 2006
• Chart Yield Distribution Map of Solar Grade multi crystalline silicon ingot of USA, Europe and Japan in 2006