Material sources for the 2011 prices of polysilicon and solar industry believes that the second half of spot market prices of solar polysilicon rapid rise, mainly due to expectations that the European subsidies will be cut quickly grab the goods under the influence of cells and modules and is expected to expand faster in 2011, 2012 out of the semiconductor. However, in 2011, all new capacity expected out one after another, the downward trend in the probability that the price soaring.
Liaoguo Rong Xu Jing, chairman of the view that the second half of 2010, polysilicon spot market prices soar, because the European market since 2011, will significantly cut solar subsidies under the various parties hoping to take an active pull cargo system, making the situation of polysilicon has increased.
In addition to the normal operation of the industry point of view, should be the source of silicon wafer and polysilicon plant contract to take material, but by the past trend of high-priced contracts, risks to consider relations between silicon wafer, in accordance with the majority only willing to capacity polysilicon plant in a fixed proportion contract, the other would prefer to make the incoming through the OEM battery factory to reduce the risk.
Short shot because of past experience in solar cell factory, in order to keep the source material, skip the silicon wafer continuing upstream polysilicon plant with the most long-term supply contracts signed, together with the battery and module capacity expansion quickly, signing rate pushed up, lead to a lot of polysilicon production plant are signing contracts, resulting in the phenomenon of the expected demand.
Finally, economic rejuvenation that is, the semiconductor, we expect a semiconductor grade polysilicon shortage expected to 2012, so the main source of supply of material old semiconductor polysilicon production plant will mostly be allocated for the semiconductor industry, leading to the solar plant even signed a long! Nearly 2-year period is about to take the material, not many expected the psychological impact, and then they sign up into more source material.
However, Liao Guorong Analysis, 2011, outside the famous old new polysilicon plants, including South Korea, Japan, China and other industry further enhance the stability of output is estimated that the supply of polysilicon to make solar energy a considerable abundance.
Since 2011, market demand is still relatively uncertain, and capacity expansion speed of the battery factory, but also get into the upstream source of polysilicon signed, once the loose end market demand, forecast or other non-battery factory will make the polysilicon silicon wafer extra polysilicon spot market sell-off, resulting in polysilicon spot market prices.
Liaoguo Rong said that the current spot price of polysilicon of about 70 U.S. dollars per kilogram, the second half of 2011 estimated the most vulnerable to carve out the new products hit the market supply, so prices fall significantly, if the large amount of new supply, then return to the first half of 2010 the probability of 50 U.S. dollars per kilogram is not low.
Liaoguo Rong Xu Jing, chairman of the view that the second half of 2010, polysilicon spot market prices soar, because the European market since 2011, will significantly cut solar subsidies under the various parties hoping to take an active pull cargo system, making the situation of polysilicon has increased.
In addition to the normal operation of the industry point of view, should be the source of silicon wafer and polysilicon plant contract to take material, but by the past trend of high-priced contracts, risks to consider relations between silicon wafer, in accordance with the majority only willing to capacity polysilicon plant in a fixed proportion contract, the other would prefer to make the incoming through the OEM battery factory to reduce the risk.
Short shot because of past experience in solar cell factory, in order to keep the source material, skip the silicon wafer continuing upstream polysilicon plant with the most long-term supply contracts signed, together with the battery and module capacity expansion quickly, signing rate pushed up, lead to a lot of polysilicon production plant are signing contracts, resulting in the phenomenon of the expected demand.
Finally, economic rejuvenation that is, the semiconductor, we expect a semiconductor grade polysilicon shortage expected to 2012, so the main source of supply of material old semiconductor polysilicon production plant will mostly be allocated for the semiconductor industry, leading to the solar plant even signed a long! Nearly 2-year period is about to take the material, not many expected the psychological impact, and then they sign up into more source material.
However, Liao Guorong Analysis, 2011, outside the famous old new polysilicon plants, including South Korea, Japan, China and other industry further enhance the stability of output is estimated that the supply of polysilicon to make solar energy a considerable abundance.
Since 2011, market demand is still relatively uncertain, and capacity expansion speed of the battery factory, but also get into the upstream source of polysilicon signed, once the loose end market demand, forecast or other non-battery factory will make the polysilicon silicon wafer extra polysilicon spot market sell-off, resulting in polysilicon spot market prices.
Liaoguo Rong said that the current spot price of polysilicon of about 70 U.S. dollars per kilogram, the second half of 2011 estimated the most vulnerable to carve out the new products hit the market supply, so prices fall significantly, if the large amount of new supply, then return to the first half of 2010 the probability of 50 U.S. dollars per kilogram is not low.
