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市場調査レポート
ポリシリコン市場における需給バランス
Demand-Supply Imbalance in Polysilicon Market
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Abstract
The solar industry is estimated to be consuming more than half of the
worldwide polysilicon production. The huge demand from the solar market has
created a demand-supply gap in the polysilicon market. This has resulted in
spiraling prices of polysilicon and solar cell manufacturers are in a hurry to
enter long-term contracts for polysilicon supply so as to hedge against the
rising polysilicon prices.
The worldwide polysilicon market is dominated by
seven major producers. Most of these major producers have announced massive
expansion plans for the next 3-4 years. The combined capacity of the seven
major producers is expected to double by 2010. Hemlock is the largest
polysilicon producer, followed by Wacker and Renewable Energy Corp.
The
report is aimed at providing a basic understanding of the worldwide
polysilicon market. It analyzes the demand-supply gap, pricing trends and
production value chain. Apart from providing a competitive landscape of the
market, the report also profiles the major polysilicon producers, with a
discussion of their key business strategies and significant developments.
Table of Contents
- 1. Polysilicon Production: Value Chain
- 1.1 Raw Material
- 1.2 Upstream
- 1.3 Downstream
- 1.4 End-markets
- 2. Market Overview
- 2.1 Demand-Supply Gap
- 2.1.1 Polysilicon Demand
- 2.1.2 Market Dynamics
- 2.2 Pricing Trend
- 2.2.1 Historical & Current Prices
- 2.3 Solar Industry Driving Growth
- 2.3.1 Solar Industry Growth/ Silicon Demand
- 2.3.2 Demand Breakup
- 3. Competitive Landscape
- 3.1 Major Producers of Polysilicon -- Production Capacity
- 3.2 Major Producers of Polysilicon -- Market Share
- 4. Company Profiles
- 4.1 Hemlock
- 4.1.1 Overview
- 4.1.2 Significant Developments
- 4.2 Wacker
- 4.2.1 Overview
- 4.2.2 Financial Overview
- 4.2.3 Business Strategies
- 4.2.4 Sales focused on long-term contracts
- 4.2.5 Aggressive capacity expansion
- 4.2.6 Innovative Process
- 4.3 REC
- 4.3.1 Overview
- 4.3.2 Financial Overview
- 4.3.3 Significant Developments
- 4.4 Tokuyama
- 4.4.1 Overview
- 4.4.2 Financial Overview
- 4.4.3 Significant Developments
- 4.5 MEMC
- 4.5.1 Overview
- 4.5.2 Financial Overview
- 4.5.3 Business Strategies
- 4.5.4 New Management Drives Efficiency
- 4.5.5 Diversified Customer Base
List of Figures, Charts, and Tables
List of Tables
- Polysilicon Market (2003-10E)
- Planned Capacities of Major Producers of Polysilicon (2005-10E)
- REC - Revenue by Business Segments (2004-06)
- Tokuyama - Revenue by Business Segments (2005-07)
- MEMC - Revenue by Geographic Segments (2004-06)
List of Charts
- Polysilicon Production Chain
- Worldwide Polysilicon Market Size (2003-06)
- Polysilicon Demand -- PV/Semiconductor (2005-12E)
- Polysilicon Prices (2005-07)
- Solar Industry Growth Vs Silicon Demand (2005-10E)
- Polysilicon Demand -- Breakdown by End-markets (2006)
- Production Capacity of Major Producers of Polysilicon (2006)
- Market Share of Major Producers of Polysilicon (2006)
- Wacker - Product-wise Sales of Polysilicon Division (2006)
- Wacker - Breakdown of Polysilicon End-markets (2006)
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