Solar silicon wafer supply still in short supply in the first half of 2011

Zhu Gongshan, president of GCL, said on the 7th that the cost of the solar energy industry supply chain has dropped rapidly enough to bear the impact of government subsidies. It is estimated that there will still be 20 billion watts of global demand in 2011, but it calls on governments to When cutting subsidies, we can consider the space and time that the relevant companies should have to create a win-win situation. He also estimated that the supply of solar silicon wafers is still expected to fall short of demand in the first half of 2011.

By the first major market Europe, including Germany, Italy, the Czech Republic, France and other markets have recently heard the government in the subsidy tends to be conservative, making the market demand for the 2011 solar optoelectronic market, showing a lot of noise, long and short delivery situation.

Zhu Gongshan believes that the cost reduction rate of the solar energy industry supply chain seems to be enough to bear the impact of the cuts by European governments. It is estimated that the global solar photovoltaic market will still have a potential of 20 billion watts in 2011. Compared with about 15 billion watts in 2010, there is still 30% room for growth.

Zhu Gongshan analyzed that in addition to the European market, markets including the United States, Japan, South Korea, India, South Africa, and China have considerable potential, so the demand for solar photovoltaics in 2011 is still optimistic. Zhu Gongshan also appealed that although the industrial supply chain is sufficient to bear the impact of subsidy cuts, it also expects governments of various countries to take into account the related issues of the survival of solar energy companies and give more space and time.

GCL-Poly announced the end of 2009 in addition to the continued expansion of its polysilicon plant Xuzhou Zhongneng! In addition to the production capacity, silicon wafers are also used for production. In 2010, polysilicon reached 17,000 tons equivalent to a capacity of 3 billion watts of solar cells, and the total capacity of silicon wafers also reached 3.5 billion watts. In the near future, it has announced that the total production capacity has been fully realized. The continent's largest polysilicon and silicon wafer fab has made solar energy companies globally amazed at the targets and high levels of implementation for its expansion.

Zhu Gongshan said that solar silicon wafers will continue to be in short supply in the first half of 2011. However, after the expansion of production capacity is expected in the second half of the year, silicon wafers with poor quality and uncompetitive costs will face pressure from the marginalization of the market. The demand for silicon fabs with competitive quality and cost continues to be optimistic.

However, even if silicon wafers will still be out of stock in the first half of 2011, the price strategy of GCL-Poly will be adjusted downward along with the cost requirements of battery customers, showing the determination of long-term cooperation with customers.

According to representatives of Taiwanese silicon wafer fabs, including Sino-U.S. silicon, green energy, and Danone, although there is a considerable gap between the scale of production capacity and that of the mainland factories, the market has a total gamble on quality and cost competitiveness. U.S. silicon crystals also used silicon to lay out silicon wafers and sunlight in the battery plant. It is estimated that the strategy will begin to ferment in 2012; and Green Energy has consumed the high-priced materials signed before the financial crisis in 2009 at the end of 2010. It is estimated that the cost competition in 2011 will have more advantages, and it will work together with its parent company, Datong North and South to build 1.5 billion watts of silicon wafer production capacity.