2007-2012 Deep Research Report on China Solar Grade Polysilicon Industry

Chapter One  Polysilicon Industry Overview 1
1.1 Definition of Polysilicon 1
1.2 Classification and Application 4
1.3 Industry Chain Structure 7
1.4 Difference between Multi-crystal and Single-crystal silicon 12

Chapter Two Manufacture Technology and Processes of Polysilicon 18
2.1 Polyslicon Manufacturing Technology Overview 18
2.1.1 Classification and Application of Manufacturing Technology 18
2.1.2 Manufacturing Technology by Manufacturer 21
2.2 Polysilicon Manufacturing Process 29
2.3 Single-crystalline & Multicrystalline Silicon Manufacturing Process 41
2.4 Process of Wafer Manufacturing 53

Chapter Three Polysilicon Productions Supply Sales Demand Market Status and Forecast   2007-2012 61
3.1 Polysilicon Productions Overview 61
3.1.1 Traditional 7 Giants Productions 61
3.1.2 EU USA Japan Korea 7 New Polysilicon Projects Productions 62
3.1.3 China 11 Polysiclion Projects Productions 63
3.1.4 Global Polysilicon Productions 64
3.1.5 Global Electronic Grade (EG) Polysilicon Productions 65
3.1.6 Global Solar Grade (SG) Polysilicon Productions 67
3.2 Polysilicon Demand Overview 67
3.2.1 Solar Cell Productions Overview 67
3.2.2 Global SG Polysilicon Demand Overview 73
3.2.3 Global EG Polysilicon Demand Overview 74
3.2.4 Supply and Demand of Global Polysilicon 75

Chapter Four Global TOP7 Polysilicon Manufactuers 77
4.1 HemlockUSA 78
4.2 RECAsiMI+SGSNorway 82
4.2.1 RECAsiMIUSA 87
4.2.2 RECSGSUSA 88
4.3 Wacker ChemieGerman 89
4.4 TokuyamaJapan 94
4.5 MEMC ElectronicMaterialsUSA 101
4.5.1 MEMCUSA 105
4.5.2 MEMCItaly 105
4.6 Mitsubishi MaterialsJapan 105
4.6.1 Mitsubishi MaterialsJapan 108
4.6.2 Mitsubishi Polucrystalline MaterialsUSA 109
4.7 OSAKA TitaniumJapan[Sumitomo Titanium] 109

Chapter Five China Top3 Polysilicon Manufacturers 116
5.1 Xinguang GuiyeSichuan Leshan City 118
5.2 Emei Semiconductor Materials PlantSichuan Emeishan City 126
5.3 Luoyang ZhongguiHenan Luoyang City 129

Chapter Six International Building or Planning Polysilicon Projects 132
6.1 JFEConsolidationof NKK and KawasakiJapan 136
6.2 JSSIGerman Rheinfelden 138
6.3 ELKEMNorway Oslo 140
6.4 DC ChemicalKorea Seoul 142
6.5 Crystal SystemsUSA Massachusetts 146
6.6 Isofotn and EndesaSpain Mlaga 149
6.7 Hoku MaterialsUSA Idaho 150
6.8 France Photon Power Technologies etcFrance Saint Aubain 154
6.9 NS Solar MaterialJapan Fukuoka 157
6.10 M.SETEKJapan Soma 158
6.11 Nitol GroupRussia Eastern Siberia 163
6.12 ߧCڧާڧ֧ܧڧ ܧާҧڧߧѧ ()Russia Zheleznogorsk 164
6.13 SharpJapan Toyama 166
6.15 German Solarvalue AGSlovenia Ruse 167
6.16 Dow CorningBrazil  PV 1101 Plant 170
6.17 Scheuten SolarWorld SoliziumGerman Saxony 172
6.18 Other Polysilicon ProjectsRussia Ukraine etc 174

Chapter Seven China Building or Planning Polysilicon Projects 175
7.1 Shenzhen NanboHubei Yichang City 178
7.2 Asia SiliconQinghai Xining City 181
7.3 Ningxia YangguangNingxia Shizuishan City 185
7.5 Jiangsu ShundaJiangsu Yangzhou City 187
7.6 Jiangsu ZhongnengJiangsu Xuzhou City 190
7.7 Chaolei GuiyeSichuan Chengdu City 193
7.8 Aixin SiliconYunnan Qujin City 197
7.9 Tongwei and JuxingSichuan Leshan City 201
7.10 LDKJiangxi Xinyu City 203
7.11 Shanxi Tianhong SiliconShanxi Xianyang City 207
7.12 Dalu Polysilicon ProjectInner Mongolia Huhhot 208
7.13 Zhongjing Huaye Solar PolysiliconInner Mongolia Baotou 210
7.14 Tangshan SiliconHebei Tangshan City 211
7.15 Shenzhou SiliconInner Mongolia Huhhot 213
7.16 Xuntianyu S&Thenan Nanyang Fangcheng 216
7.17 Dawu Silicon Photovoltaic Industry ParkHebei Xiaohuo Dawu 218
7.18 Jinhua SmeltingLiaoning Jinzhou Linghai 224
7.19 Jiangsu Daquan GroupChongqing Wanzhou 226
7.20 other Projects 227
7.20.1 Beijing Shunda Xinye Energy etcSichuan Meishan City 228
7.20.2 Green Energy(UK)Investment etcSichuan Meisha City 228
7.20.3 Shanghai Industry Investment GroupHeilongjiang Mudanjiang City 228
7.20.4 Other Planning ProjectsLiaoning Inner Mongolia etc 229

Chapter Eight Global Polysilicon Supply Chain Research 230
8.1 EG Polysilicon Supply System 235
8.2 SG Polysilicon Supply System 236

Chapter Nine Feasibility Analysis of China New Polysilicon Projects 237
9.1 Potential Technology Source 237
9.2 SWOT Analysis of Polysilicon Projects in China 240

Chapter Ten Polysilicon research summaries 241

Tables and Figures:
Figure Rod and Nugget form Polysilicon Pictures 3
Table Difference of EG and SG poly silicon 4
Table MG/SG/EG silicon purity and 2006 average selling priceUSD/Kg 6
Figure Industry Chain Structure of Polysilicon 7
Figure Polysilicon Manufacturing Process FlowSandPolysilicon 8
Figure Polysilicon Industry Chain StructureUpstream raw materials and downstream applications 9
Table Global MG silicon production and ASPUSD/Kg 11
Table Difference between single and multi-crystal silicon 12
Table Difference between Single-Crystal Silicon Solar Cell and Multi-crystal Silicon Solar Cell 15
Table 2006 Productions of Global Different Technology and Their Market Share 19
Table Difference between Improvement Siemens Method, Sliane Decomposition Method, Fluidized-Bed Method Polysilicon Manufacturing Technology 19
Table, Comparative analysis of solar grade polysilicon manufacturing processes and principles of metallurgy process, gas-liquid deposition and purification for heavily-doped silicon waste 20
Table Global 12 Vendors and Their Technology 22
Table Global 7giants Polysilicon Manufacturing Processes and Their Chemical Equations 24
Table Some Polysilicon Manufacturers Manufacturing Processes and their Product Form 25
Table Several SG silicon new manufacturing process and developers 25
Table Global Traditional 7 Polysilicon Giants Key Polysilicon Manufacturing Process 26
Figure JFEConsolidationof NKK and Kawasaki Metallurgical MethodPhysical Purity Method Process Flow 27
Figure Defference between JFEConsolidationof NKK and KawasakiMetallurgical MethodPhysical Purity Method and Siemens Method 27
Table China 3 Polysilicon Vendor Manufacturing Technology and Their Capacity 28
Table Process Flow o Siemens Method 29
Figue MG Silicon Manufacturing Process 34
Figure MG Silicon Manufacturing Process Structure 35
Figure Manufacturing Process Flow of Siemens Method 36
Figure Siemens Reactor Reaction Process 37
Figure Siemens Method Process Flow 38
Figure Silicon Reductor Process Principle 39
Figure Wafer-IC Chip Manufacturing Process Flow 39
Figure CZ crystal Pulling Furnace Process Flow and Structure 41
Figure Process of Single Crystal Silicon-CZ Method 43
Figure Process of Single Crystal Silicon-FZ Method 45
Table Comparison of the CZ and FZ Growth Methods 46
Figure Process of Multicrystalline Silicon Ingot-DSS 47
Figure Process of Electromagnetic  Casting(EMC) Multicrystalline Silicon Ingot manufacturing 48
Figure Process of Solar Silicon Material CPolycrystal Casting Method 49
Table Technological Characteristics Comparison of Growth Methods (DSS/ FZ/CZ/EMC etc) 50
Figure Polycrystalline Silicon Ingot Product Characteristics 51
Figure Polysilicon-Multicrystalsilicon Wafer-Solar Cell Process Flow 52
Figure Wafer Wire Saws Equipment and Manufacturing Process 53
Table Wafer Inspection Related Items and Methods 55
Figure Process Flow of Polysilicon---Multicrystal Silicon Wafer 58
Figure Process Flow of Wafer---Solar Cell180um 58
Figure 2001-2006 Global Wafer Shipments100 Million Square Inchesand Sales Revenue100 Million USD 59
Figure 2006 Global Polished/Epitaxial/Nonpolished wafer shipments100 million Square Inchesand Market Share 60
Figure 2004-2012 Polysilicon Productions (Ton) and Growth Rate of Global Traditional 7 Polysilicon Giants 62
Figure 2006-2012 Polysilicon Production (Ton) and Growth Rate of EU USA Japan Korea 7 New Polysilicon Projects 63
Figure 2004-2012 Polysilicon Production (Ton) and Growth Rate of China 11 Polysilicon Projects 64
Table 2004-2012 Global EG and SG Polysilicon Productions (Ton) 64
Figure 2004-2012 Global Polysilicon Productions (Ton) and Growth Rate 65
Figure 2004-2012 Global EG Polysilicon Productions Ton and Growth Rate 66
Figure 2004-2012 Global SG Polysilicon Productions Ton and Growth Rate 67
Table 2004-2012 Global Productions (GW) of Solar Cell/ c-Si Cell/ Non-c-Si Cell and ASP (USD/W) of Solar Module/PV System 67
Table EU and US Module Monthly Retail Price (EURO/W and USD/W) from Apr,2004-Sep,2007 68
Figure 2004-2012 Global Solar Cell/Module ProductionsGW and Growth Rate 69
Figure 2004-2012 Global C-Si Solar Cell/Module ProductionsGW and Growth Rate 70
Figure 2004-2012 Global Non-c-Si Solar Cell/Module ProductionsGW and Growth Rate 70
Table 2004-2012 Global SG Polysilicon Demand Ton and Growth Rate 73
Table 2004-2012 Global EG Polysilicon Demand Ton and Growth Rate 74
Table 2004-2012 Supply Demand and Shortage(Ton) of Global Polysilicon 75
Figure Scrap Silicon Proportion in the Process of EG Silicon---wafer---IC 76
Table 2002-2012 Supply Demand Shortage(Ton) of China Polysilicon 76
Table 2004-2012 Global Traditional 7 Polysilicon Giants Polysilicon Productions Ton 77
Table 2004-2012 Global Traditional 7 Polysilicon Giants EG Polysilicon Productions Ton 78
Table 2004-2012 Global Traditional 7 Polysilicon Giants SG Polysilicon Productions Ton 78
Table Hemlock Company Information Table(Shareholders,Management Team,Products,Clients,Contacts etc 12 items) 79
Table 2004-2012 Hemlock Polysilicon ProductionsTonand EG/SG Polysilicon Production 80
Figure 2004-2012 Hemlock Polysilicon Capacity ProductionTonand Growth Rate 81
Table REC Polysilicon Company Information Table(Shareholders,Management Team,Products,Clients,Contacts etc 12 items) 82
Figure REC Stock Price(NOK) from Aug 5,2006-Sep 26,2007 84
Table 2004-2012 REC Silicon Polysilicon Production Ton and EG/SG Production (Ton) 84
Figure 2004-2012 REC Silicon Polysilicon Capacity ProductionTonand Growth Rate 85
Table 2005Q4-2007Q2RECSilicon RECWafer RECSolar Three Dept. Quartly Revenue(Million NOK) and Margin 85
Table Stock Price Comparison of REC etc 8 Global Solar Manufacturers 86
Table Wacker Chemie AG Polysilicon Company Information Table(Shareholders,Management Team,Products,Clients,Contacts etc 12 items) 89
Figure WAKER Stock Price(EURO) from Apr 10,2006-Sep 26,2007 90
Table Wacker Chemie AG Management Team and Background 90
Table Wacker Group Finance Data and Dept. Revenue from 2004-2006 92
Table 2004-2012 Wacker Chemie AG Polysilicon Capacity ProductionTonand EG/SG Polysilicon Production (Ton) 93
Figure 2004-2012 Wacker Polysilicon Capacity ProductionTonand Growth Rate 94
Table Tokuyama Polysilicon Company Information Table (Shareholders, Management Team,Products,Clients,Contacts etc 12 items) 94
Figure Tokuyama Stock Price(Japan Yen) from Nov 2006- Nov 1,2007Tokyo Stock Exchange 96
Table Tokuyama Group Management Team and Duty 97
Table Dept. Revenue of Tokuyama  Group in 2006FY and 2007FY Q1 98
Figure Tokuyama Diagram of production from silica stone to polycrystalline silicon and finished product 99
Table 2004-2012 Tokuyama Polysilicon Capacity ProductionTonand EG/SG Productions(Ton) 99
Figure 2004-2012 Tokuyama Polysilicon Capacity ProductionTonand Growth Rate 100
Table MEMC Electronic Materials Company Information Table (Shareholders,Management Team,Products,Clients,Contacts etc 12 items) 101
Figure MEMC Stock Price from Jul 21,1995-Sep 26,2007 103
Table 2003-2006 MEMC Finance Data List 103
Table 2004-2012 MEMC ElectronicMaterials Polysilicon Capacity Production Tonand EG/SG Productions(Ton) 103
Figure 2004-2012 MEMC Polysilicon Capacity ProductionTonand Growth Rate 104
Table Mitsubishi Materials Polysilicon Company Information Table (Shareholders,Management Team,Products,Clients,Contacts etc 12 items) 105
Figure Mitsubishi Materials Stock Price(JPY) from Nov,2006-Sep 26,2007 107
Table 2004-2012 Mitsubishi  Materials Polysilicon Capacity Production Tonand EG/SG Productions(Ton) 107
Figure 2004-2012 Mitsubishi  Materials Polysilicon Capacity ProductionTonand Growth Rate 108
Table OSAKA Titanium (Sumitomo Titanium) Polysilicon Company Information Table (Shareholders,Management Team,Products,Clients,Contacts etc 12 items) 109
Figure OSAKA Titanium (Sumitomo Titanium) Stock Price from Nov 2006-Sep 26,2007 111
Table 2004-2012 OSAKA Titanium (Sumitomo Titanium) Polysilicon Capacity Production Tonand EG/SG Productions(Ton) 111
Figure 2004-2012 OSAKA Titanium (Sumitomo Titanium) Polysilicon Capacity ProductionTonand Growth Rate 112
Table 2004-2012 List of China Xinguang Guiye  Emei Semiconductor  Luoyang Zhonggui Polysilicon Productions(Ton) 116
Figure 2004-2012 China Xinguang Emei Zhonggui Top3 Total Polysilicon Capacity ProductionTonand Growth Rate 118
Table Sichuan Xinguang Guiye Polysilicon Company Information Table (Shareholders,Management Team,Products,Clients,Contacts etc 12 items) 119
Table Share holder Structure of Xinguang Guiye 120
Table Xinguang Guiye Directorate Number List 120
Figure 2007-2012 Xinguang Guiye Polysilicon Capacity ProductionTonand Growth Rate 123
Table Emei Semiconductor Materials Plant Polysilicon Company Information Table (Shareholders, Management  Team, Products, Clients, Contacts etc 12 items) 126
Figure 2004-2012 Emei Semiconductor Polysilicon Capacity ProductionTonand Growth Rate 128
Table Luoyang Zhonggui Polysilicon Company Information Table (Shareholders,Management Team,Products,Clients,Contacts etc 12 items) 129
Figure 2005-2012 Luoyang Zhonggui Polysilicon Capacity ProductionTonand Growth Rate 131
Table 2006-2012 DCC M.SETEK HOKU etc Polysilicon Project Productions (Ton) List 132
Figure 2006-2012 DCC M.SETEK HOKU etc International Projects Polysilicon Capacity ProductionTonand Growth Rate 133
Table List of the development trends of polysilcon in Europe, the United States and Japan 134
Table JFE Steel Polysiliocn Company Information Table (Shareholders, Management Team,Products, Clients,Contacts etc 12 items) 136
Table Shareholder Structure of JFE 137
Figure 2006-2012 JFE Steel Polysilicon Capacity ProductionTonand Growth Rate 138
Table JSSI Polysiliocn Company Information Table (Shareholders, Management Team, Products, Clients,Contacts etc 12 items) 139
Figure 2008-2012 JSSI Polysilicon Capacity ProductionTonand Growth Rate 140
Table Elkem AS Polysilicon Company Information Table (Shareholders, Management Team, Products, Clients,Contacts etc 12 items) 141
Table DC Chemical Co., Ltd Polysilicon Project Information Table (Shareholders, Management Team, Products, Clients,Contacts etc 12 items) 142
Figure 2008-2012 DC Chemical Polysilicon Capacity ProductionTonand Growth Rate 143
Table DC Chemical Polysilicon Long Term Contracts List from Jul 2006-Oct 2007 144
Figure 2009-2012 Isofotn and Endesa Polysilicon Capacity ProductionTonand Growth Rate 149
Figure 2009-2012 Hoku Materials Polysilicon Capacity ProductionTonand Growth Rate 151
Table Hoku Polysilicon Long Term Contracts List from Jan-Oct 2007 152
Figure 2009-2012 France PPT etc Polysilicon Capacity ProductionTonand Growth Rate 156
Figure 2007-2012 NS Solar Material Polysilicon Capacity ProductionTonand Growth Rate 158
Figure 2008-2012 M.SETEK Polysilicon Capacity ProductionTonand Growth Rate 159
Table M.Setek Company Basic Information and Key ClientsSanyo BP Suntech etcList 161
Figure 2009-2012 Nitol Group Polysilicon Capacity ProductionTonand Growth Rate 164
Figure 2007-2012 Russia Polysilicon Capacity ProductionTonand Growth Rate 165
Figure 2009-2012 Sharp Polysilicon Capacity ProductionTonand Growth Rate 167
Table Polysilicon Manufacturing Process of German SOLARVALUE Metallurgical Method 168
Figure 2007-2012 German Solarvalue AG Polysilicon Capacity ProductionTonand Growth Rate 169
Figure 2006-2012 USA Dow Corning PV 1101  Polysilicon Capacity ProductionTonand Growth Rate 170
Table 2007-2012 China 8 Projects Polysilicon Productions (Ton) List 175
Figure 2007-2012 China 8 Projects Polysilicon Capacity ProductionTonand Growth Rate 177
Table Key Characteristics of Polysilicon Manufacturing 177
Table Shenzhen Nanbo Polysilicon Project Capacity,Technology Source,Investors,Contacts etc Information List 178
Figure 2008-2012 Shenzhen Nanbo Polysilicon Capacity ProductionTonand Growth Rate 181
Table Asia Silicon Polysilicon Project Capacity,Technology Source, Investors, Contacts etc Information List 182
Figure 2008-2012 Asia Silicon Polysilicon Capacity ProductionTonand Growth Rate 184
Table Ningxia Yangguang Polysilicon Project Capacity,Technology Source, Investors,Contacts etc Information List 185
Figure 2008-2012 Ningxia Yangguang Silicon Polysilicon Capacity Production Tonand Growth Rate 187
Table Jiangsu Shunda Polysilicon Project Capacity,Technology Source,Investors,Contacts etc Information List 187
Figure 2008-2012 Jiangsu Shunda Polysilicon Capacity ProductionTonand Growth Rate 189
Table Jiangsu Zhongneng Polysilicon Project Capacity,Technology Source, Investors,Contacts etc Information List 190
Figure 2007-2012 Jiangsu Zhongneng Polysilicon Capacity ProductionTonand Growth Rate 192
Table Chaolei Guiye Polysilicon Project Capacity,Technology Source,Investors,Contacts etc Information List 193
Figure 2009-2012 Sichuan Chaolei Guiye Polysilicon Capacity ProductionTonand Growth Rate 197
Table Aixin Silicon Polysilicon Project Capacity,Technology Source, Investors,Contacts etc Information List 197
Figure 2009-2012 Aixin Silicon Polysilicon Capacity ProductionTonand Growth Rate 201
Table Tongwei and Juxing Polysilicon Project Capacity,Technology Source,Investors,Contacts etc Information List 201
Figure 2008-2012 Tongwei and Juxing Polysilicon Capacity ProductionTonand Growth Rate 203
Table LDK Polysilicon CapacityTechnology SourceInvestorsEquipment Source etc Information Lsit 203
Figure 2009-2012 LDK Polysilicon Capacity ProductionTonand Growth Rate 206
Table Shanxi Tianhong Silicon Polysilicon Project Capacity,Technology Source,Investors,Contacts etc Information List 207
Table Dalu Polysilicon Project CapacityTechnology SourceInvestorsEquipments Source etc Information List 208
Figure 2009-2012 Dalu Polysilicon Project Polysilicon Capacity ProductionTonand Growth Rate 210
Table Beijing Zhongjing HuayeS&T Polysilicon Project Capacity, Technology Source,Investors,Contacts etc Information List 210
Table Tangshan Silicon Polysilicon Project Capacity,Technology Source, Investors,Contacts etc Information List 211
Table Hangtian Shenzhou Silicon Polysilicon Project Capacity, Technology Source,Investors,Contacts etc Information List 215
Figure 2009-2012 Hangtian Shenzhou Silicon Polysilicon Capacity ProductionTonand Growth Rate 215
Table Xuntianyu S&T Polysilicon Project Capacity,Technology Source,Investors,Contacts etc Information List 216
Figure 2008-2012 Henan Xuntianyu Polysilicon Capacity ProductionTonand Growth Rate 217
Table Equipment list of the Photoelectric Silicon Production Line in Dawu Silicon Company 218
Table Dawu Silicon Photovoltaic Polysilicon Project Capacity,Technology Source,Investors,Contacts etc Information List 223
Table Jinhua Smelting Polysilicon Project Capacity,Technology Source, Investors,Contacts etc Information List 225
Figure 2009-2012 Jinhua Smelting Polysilicon Capacity ProductionTonand Growth Rate 226
Table Daquan Group Polysilicon Project Capacity,Technology Source,Investors,Contacts etc Information List 226
Figure 2008-2012 Jiangsu Daquan Group Polysilicon Capacity ProductionTonand Growth Rate 227
Table 2004-2012 USA Japan EU China Korea etc Regional Polysilicon Productions Ton 230
Table 2004-2012 Market Share of USA Japan EU China Korea etc Regional Polysilicon Productions 230
Figure 2007 USA EU Japan China Polysilicon ProductionTonand Market Share 231
Figure 2007 Global TOP10 Polysilicon Manufacturer Polysilicon Production (Ton)  and Market Share 232
Table 2007 Polysilicon Manufacturing MethodsSiemens Sliane Fluidized-Bed Metallurgical MethodRelated Vendors and Their Productions(Ton) 233
Figure 2007 Siemens Sliane Fluidized-Bed Metallurgical Method Polysilicon ProductionTon and Market Share 235
Figure 2006 USA EU Japan EG Polysilicon Production Distribution 236
Figure 2006 USA EU Japan SG Polysilicon Production Distribution 237
Table  List of New Technologies for Solar Grade Polysilicon 237
Table SWOT Analysis of Polysilicon Projects in China 240