polysilicon Supply, Demand, & Implications for the PV Industry

国外专业研究权威的太阳能电池用多晶硅供需形势及应用市场分析报告

目录

1 Polysilicon—An Overview 1
2 Polysilicon Processing 5
2.1 Solar Grade vs. Electronic Grade 5
2.2 From Silica to Metallurgical Silicon 5
2.3 Metallurgical Silicon Processing 6
2.4 Silicon Ingots: Monocrystalline vs. Multicrystalline 8
3 Polysilicon Production Capacity—Historical Production and Major Players 13
3.1 Prometheus Institute Research Methodology 13
3.2 History of Polysilicon Production and Prices 13
3.3 2005 Polysilicon Production Capacity 14
3.4 Polysilicon Producer Profiles 14
3.5 Polysilicon Recyclers—IC Castoffs 20
4 Emerging Polysilicon Producers and Supplemental Silicon 23
4.1 New Producers Using Conventional Silicon Processing 23
4.2 Alternative Silicon Production 26
5 Geography of Global Polysilicon Capacity 31
6 Projections and Forecast Model 33
6.1 Polysilicon Production Capacity Projections to 2010 33
6.2 Changing Market Dynamics for Polysilicon Producers 34
6.3 Demand Forecast Model Assumptions 35
6.4 Model Results 36
6.5 Sensitivity Tests 37
7 Polysilicon Constraint Implications 39
7.1 Polysilicon Prices 39
7.2 Changing Industry Structure 39
7.3 Efficiency Gains 40
7.4 Emergence of Alternatives: New Silicon Processing and Gains in Thin Film Production 41
7.5 Concluding Thoughts 42