DUBLIN, Ireland, May 6, 2008 (Business Wire) -- Research and Markets (http://www.researchandmarkets.com/reports/c90921) has announced the addition of "2008 China Solar Grade Wafer or Ingot Industry Research Report" to their offering.
According to 2008 China Solar Grade Wafer or Ingot Industry Research Report data, 2007 China solar wafer shipments were 1049.7MW, up 146.8% on shipments of 425.4MW in 2006. 2008 China solar wafer shipments will reach 2092.6MW, an increase of 99.4% on 2007. China solar wafer shipments will maintain this level of growth in the coming years following the great demand of China cell or module manufacturers.
180um wafer will enter the market in 2008H2, but will not become the key thickness before 2012; 6inch (125*125) and 8inch (156*156) size solar wafers will lead the market in the coming years, 156*156 being the more popular from 2008.
Chinese Multi-crystalline solar wafer shipments will be greater than Mono-crystalline solar wafer in 2008 but both types will increase in volumes at a high speed.
China's solar wafer price will continue to drop, but will not decrease very fast as wafer shortages be the norm before 2012.
China's solar wafer gross margins were as high as 30% in 2007 and will not be less than 20% in 2012. High gross margins attracted more and more new-comers and also sped up large wafer manufacturers' expansion steps. According to QYResearch, anyone who owns good raw materials (polysilicon) will get good returns on solar wafer manufacturing up to 2012.
The 2008 China Solar Grade Wafer or Ingot Industry Research Report is a professional and in-depth research report on China's solar ingot or wafer industry chain. In the report, the following information will be included:
-- China ingot or wafer (mono-crystalline and multi-crystalline) manufacturing processes and related technology information;
-- 2005-2012 China solar ingot or wafer manufacturers capacity, production and planned expansions
-- Market share by manufacturers by regions by technology (Mono, Multi) by size (6inch 8inch) by thickness (220um etc);
-- China Building or planning ingot or wafer new projects and related information about these new-comers;
-- 2005-2012 China solar ingot or wafer supply demand and shortage
-- China solar wafer Cost Price Value and gross Margin
-- 12 items (such as revenue production technology shareholders customer contacts etc) of each manufacturer (more than 20 ingot or wafer manufacturers)
-- Raw materials sources or long term contracts of each manufacturer
-- DSS or Puller furnaces Cutting Equipments (wire saws etc) sources and number of each manufacturer
-- Customers and long term sales contracts of each manufacturer
-- Solar Wafer or ingot industry development trend (2008-2012) and related conclusions
1. Introduction 1
1.1 Purpose and Scope 1
1.2 Methodology 1
2. Solar Grade Wafer Industry Executive Summary 4
2.1 2007 and 2008 Wafer or Ingot Industry Overview 4
2.2 Wafer/Ingot Manufacturer Shipments 7
2.2.1 Regional Shipments 7
2.2.2 Shipments by Manufacturers 8
2.2.3 Shipments by Technology (Mono and Multi-crystalline Wafer) 11
2.2.4 Shipments by Size (6inch 8inch etc) 14
2.2.5 Shipments by Thickness (200um 220um etc) 15
2.3 Revenues 16
2.4 Average Wafer Price(ASP) 17
2.5 Manufacturing Capacity 17
3. Shipment and Revenue 2005-2012 19
3.1 Shipment and Revenue by Region 19
3.2 Shipment and Revenue by Manufacturer 21
3.3 Shipment and Revenue by Technology 22
3.4 Shipment and Revenue by Worldwide and China 23
3.5 Market Outlook 2008-2012 24
4. Wafer Selling Price 25
4.1 History and Development Trend of Wafer Pricing 25
4.2 Long Term Contract Selling Price 26
4.3 Downstream Demand and Wafer Shortage 26
4.4 Future Pricing Trend 2008-2012 27
5. Manufacturing Capacity and Utilization 2005-2007 29
5.1 China Total Wafer Capacity and Utilization 29
5.2 Capacity and Utilization by Technology 29
5.3 Capacity and Utilization by Manufacturer 30
6. Equipments and Raw Materials (Polysilicon) 31
6.1 Equipments (Pullers,DSS Furnaces, Squarers,Wire Saws) 31
6.1.1 DSS Furnace 32
6.1.2 Puller 37
6.1.3 Wire Saw 49
6.2 Raw Materials (Polysilicon) 54
7. Solar Wafer Key Manufacturers 55
7.1 Ningjin Jinglong Group 56
7.1.1 Basic Information(Profile Products Contact Information etc) 56
7.1.2 Shipment and Revenue of Wafer or Ingot 60
7.1.3 Equipments and Capacity 61
7.1.4 Upstream Raw Materials(Polysilicon) Vendors Relationship 62
7.1.5 Downstream Clients Relationship 63
7.2 Baoding Yingli Solar (YGE) 63
7.2.1 Basic Information(Profile Products Contact Information etc) 63
7.2.2 Shipments and Revenues of Wafer or Ingot 70
7.2.3 Equipments and Capacity 73
7.2.4 Upstream Raw Materials (Polysilicon) Vendors Relationship 76
7.2.5 Downstream Clients Relationship 81
7.3 Jiangxi LDK Solar(LDK) 85
7.3.1 Basic Information (Profile Products Contact Information etc) 85
7.3.2 Shipments and Revenues of Wafer or Ingot 91
7.3.3 Equipments and Capacity 95
7.3.4 Upstream Raw Materials (Polysilicon) Vendors Relationship 98
7.3.5 Downstream Clients Relationship 105
7.4 Zhejiang Renesola (SOLA) 108
7.4.1 Basic Information (Profile Products Contact Information etc) 108
7.4.2 Shipments and Revenues of Wafer or Ingot 112
7.4.3 Equipments and Capacity 115
7.4.4 Upstream Raw Materials (Polysilicon) Vendors Relationship 117
7.4.5 Downstream Clients Relationship 122
7.5 Changzhou Trina Solar (TSL) 124
7.5.1 Basic Information (Profile Products Contact Information etc) 125
7.5.2 Shipments and Revenues of Wafer or Ingot 131
7.5.3 Equipments and Capacity 135
7.5.4 Upstream Raw Materials (Polysilicon) Vendors Relationship 137
7.5.5 Downstream Clients Relationship 142
7.6 Jiangyin Hairun 144
7.6.1 Basic Information (Profile Products Contact Information etc) 151
7.6.2 Shipments and Revenues of Wafer or Ingot 152
7.6.3 Equipments and Capacity 152
7.6.4 Upstream Raw Materials(Polysilicon) Vendors Relationship 153
7.6.5 Downstream Clients Relationship 154
7.7 Jiangsu Shunda Solar 154
7.7.1 Basic Information (Profile Products Contact Information etc) 154
7.7.2 Shipments and Revenues of Wafer or Ingot 155
7.7.3 Equipments and Capacity 156
7.7.4 Upstream Raw Materials (Polysilicon) Vendors Relationship 157
7.7.5 Downstream Clients Relationship 157
7.8 Jinzhou Yangguang Energy 158
7.8.1 Basic Information(Profile Products Contact Information etc) 158
7.8.2 Shipments and Revenues of Wafer or Ingot 159
7.8.3 Equipments and Capacity 159
7.8.4 Upstream Raw Materials(Polysilicon) Vendors Relationship 160
7.8.5 Downstream Clients Relationship 160
7.9 Zhenjiang Huantai 160
7.9.1 Basic Information (Profile Products Contact Information etc) 161
7.9.2 Shipments and Revenues of Wafer or Ingot 161
7.9.3 Equipments and Capacity 162
7.9.4 Upstream Raw Materials(Polysilicon) Vendors Relationship 163
7.9.5 Downstream Clients Relationship 164
7.10 Xinjiang Sunoasis 164
7.10.1 Basic Information (Profile Products Contact Information etc) 164
7.10.2 Shipments and Revenues of Wafer or Ingot 167
7.10.3 Equipments and Capacity 170
7.10.4 Upstream Raw Materials(Polysilicon) Vendors Relationship 171
7.10.5 Downstream Clients Relationship 171
7.11 Jinzhou Youhua New Energy(Taiwan Waferworks) 171
7.11.1 Basic Information (Profile Products Contact Information etc) 172
7.11.2 Shipments and Revenues of Wafer or Ingot 177
7.11.3 Equipments and Capacity 178
7.11.4 Upstream Raw Materials(Polysilicon) Vendors Relationship 185
7.11.5 Downstream Clients Relationship 185
7.12 Jinzhou Huari Silicon 185
7.12.1 Basic Information(Profile Products Contact Information etc) 185
7.12.2 Shipments and Revenues of Wafer or Ingot 186
7.12.3 Equipments and Capacity 186
7.12.4 Upstream Raw Materials(Polysilicon) Vendors Relationship 187
7.12.5 Downstream Clients Relationship 187
7.13 Ningbo SIPV(Zhongyi Solar) 187
7.13.1 Basic Information(Profile Products Contact Information etc) 188
7.13.2 Shipments and Revenues of Wafer or Ingot 189
7.13.3 Equipments and Capacity 189
7.13.4 Upstream Raw Materials(Polysilicon) Vendors Relationship 191
7.13.5 Downstream Clients Relationship 191
7.14 Jinggong P-D Shaoxing Solar 191
7.14.1 Basic Information(Profile Products Contact Information etc) 192
7.14.2 Shipments and Revenues of Wafer or Ingot 193
7.14.3 Equipments and Capacity 193
7.14.4 Upstream Raw Materials (Polysilicon) Vendors Relationship 198
7.14.5 Downstream Clients Relationship 198
7.15 Jinzhou Huachang Silicon 198
7.15.1 Basic Information (Profile Products Contact Information etc) 198
7.15.2 Shipments and Revenues of Wafer or Ingot 199
7.15.3 Equipments and Capacity 199
7.15.4 Upstream Raw Materials(Polysilicon) Vendors Relationship 200
7.15.5 Downstream Clients Relationship 200
7.16 Jinzhou Xinri Silicon 200
7.16.1 Basic Information(Profile Products Contact Information etc) 200
7.16.2 Shipments and Revenues of Wafer or Ingot 202
7.16.3 Equipments and Capacity 202
7.16.4 Upstream Raw Materials(Polysilicon) Vendors Relationship 203
7.16.5 Downstream Clients Relationship 203
7.17 Wuxi Konca Solar 203
7.17.1 Basic Information(Profile Products Contact Information etc) 203
7.17.2 Shipments and Revenues of Wafer or Ingot 204
7.17.3 Equipments and Capacity 204
7.17.4 Upstream Raw Materials(Polysilicon) Vendors Relationship 207
7.17.5 Downstream Clients Relationship 207
7.18 Glory Silicon Energy(Zhenjiang) 207
7.19 Longi-Silicon 210
7.20 Shanghai Comtec Solar 222
7.21 Changzhou EGING 227
7.22 Other Solar Wafer Manufacturers 232
7.22.1 Jiaxing ADVANSIL 232
7.22.2 Emei semiconductor 235
7.22.3 XI'AN LIJING ELECTRONIC 235
7.22.4 LUO YANG Mono-Crystal 236
7.22.5 Zhenjiang Dacheng Silicon 237
7.22.6 LeadMerit(Wuxi) 239
8. Conclusions and Suggestions 243
Tables and Figures:
Figure Solar Wafer Industry Chain Structure 1
Figure 2007 Hebei Jiangsu Jiangxi etc 8 Provinces Solar Wafer Shipments (MW) 7
Table 2005-2012 Jiangsu Jiangxi Hebei Zhejiang Liaoning etc Solar Wafer Shipment (MW) 7
Table 2005-2012 China 21 Manufacturers Wafer Shipments (MW) 8
Figure 2007 China TOP10 Manufacturer Solar Wafer Shipments (MW)and Market Share 9
Figure 2007 China Multi-crystalline Solar Wafer Shipments (MW) and Market Share 10
Figure 2007 China Mono-crystalline Solar Wafer Shipments (MW) and Market Share 11
Figure 2007 China Mono and Multi-crystalline Solar Wafer Shipments (MW) and Market Share 12
Table 2005-2012 Mono/Multi-crystalline Wafer Shipments (MW) and Market Share 12
Table 2005-2012 China 21 Manufacturers Mono and Multi-crystalline Wafer Shipments(MW) 13
Table Size Relationship between Wafer and Cell 14
Table Mono-crystalline Cell Specification and Price List 14
Table China 6inch(125*125) 8inch(156*156) Solar Wafer Shipment (MW) and Market Share 14
Table 2005-2012 China 200um 220um etc different Thickness Wafer Shipment (MW) and Market Share 15
Table 2005-2012 China Solar Wafer Shipment Price Revenue (Million$) 16
Figure 2005-2012 China Solar Wafer Revenues (Million$) and Growth Rate 16
Figure 2005-2012 China Solar Wafer Average Selling Price (USD/W) and Trends 17
Table 2005-2012 China 21 Manufacturers Solar Wafer Capacity (MW) 17
Figure 2005-2012 China Solar Wafer Total Capacity (MW) and Growth Rate 19
Table 2005-2012 Jiangsu Jiangxi Hebei Zhejiang etc Regional Shipments and Revenue (Million$) 19
Figure 2007 Hebei Jiangsu etc Regional Revenue (Million$) and Market Share 20
Table Rank (TOP21) of China Solar Wafer Manufacturers Shipment (MW) 2007 21
Table Rank of China Solar Wafer Manufacturers Revenue (100 Million RMB) 2007 21
Table 2005-2012 China Mono/Multi-crystalline Wafer Shipment (MW) and Revenue (Million $) 22
Table 2005-2012 China Mono/Multi-crystalline Wafer Revenue (M$) and Market Share 23
Table 2005-2012 Global and China Solar Wafer Shipment (MW) and Revenue (M$) 23
Figure 2008-2012 China Solar Wafer Shipment and Revenue Forecast 24
Table 2005-2012 China Mono Crystalline Wafer Average Selling Price (USD/W) and Development Trend 25
Table 2005-2012 China Multi-crystalline Wafer Average Selling Price (USD/W) and Development Trend 25
Table Price Characteristics of Solar Wafer Long Term Contracts 26
Figure 2005-2012 China Solar Wafer Shipment Demand Shortage (MW) 27
Figure 2008-2012 China Solar Wafer ASP (USD/W) Forecast 28
Table China Solar Wafer Pricing Trend and Its Relative Reasons 28
Table 2005-2012 China Solar Wafer/Ingot Total Capacity and Utilization 29
Table 2005-2008 China Solar Mono Crystalline Wafer Utilization 29
Table 2005-2007 China Solar Multi-crystalline Wafer Utilization 30
Table LDK Renesola etc Key Manufacturers Wafer Utilization 30
Table China 21 Manufacturers Pullers,DSS Furnaces,Squarers,Wire Saws etc Vendor and Equipment Number 31
Table USA GT(DSS) Jingke(Pulling) HCT(Wire Saws) etc Equipment Sales and Clients 32
Figure 2007 China DSS Furnace Number Market Share by Supplier 33
Table China Puller Furnace Performance and Suppliers 37
Table 8 Pulling Furnace Suppliers Key Products and Related Information 39
Table Market Share of Puller Furnace in China 48
Table HCT M+B NTC Wafer Wire Saw Market Share in China 50
Table China 21 Manufacturers Raw Materials(Poly Silicon) Sources 54
Table 2005-2012 China Polysilicon Shipment and Shortage (Tons) 55
Table Jinglong Company Basic Information(Shareholder,Management Team,Products,Revenues,Clients etc 12 Items) 56
Figure 2005-2008 Jinglong Total Revenue,Ingot or Wafer Revenue(100 Million RMB) 60
Table 2005-2008 Jinglong Group Ingot or Wafer Shipment (Ton) and ASP(RMB/KG) 60
Table 2005-2008 Jinglong Group Puller Number(Unit) Ingot or Wafer Capacity Shipment (Ton) 60
Table Jinglong Ingot Pulling Machine,Wire Saws etc Key Equipments Vendor and Number(Unit) 61
Figure 2006-2012 Jinglong Ingot or Wafer Capacity Shipment (MW) and Growth Rate 61
Table 2005-2012 Jinglong Group Solar Semiconductor Wafer Shipment (MW) and Market Share 62
Table Yingli solar Company Basic Information(Shareholder,Management Team,Products,Revenues,Clients etc 12 Items) 63
Table Yingli Solar(YGE) Stock Price from Jun 8,2007-Mar 25,2008 64
Table YGE2007 Finance Data(Shipment Revenue Gross Marin) and 2008 Business Outlook 65
Table Yingli Solar (YGE) Shareholder and Their Shares(Sep 31,2007) 66
Table Yingli Solar (YGE) Employees Distribution by Department(Sep 31,2007) 66
Table Yingli Solar (YGE) Management Team 67
Table YGE Solar Module Product list 67
Table Yingli Solar(YGE) Competitors 70
Table 2004-2007 Yingli Solar Revenue (RMB)and Regional Market Share 70
Table 2004-2008 Yingli Solar Wafer Shipment (MW) 71
Table YGE Multi-crystalline Ingot (Kg) Wafer Thickness (um) Cell Size (inch) Cell Efficiency List (2004-2008) 71
Table 2006-2012 Yingli Solar Wafer Module Shipment (MW) ASP(USD/W) Revenue (Million$) 72
Figure 2006-2012 Yingli Solar Module Revenue (Million$) and Growth Rate 73
Table Yingli Solar(DSS Furnaces),Wire Saws etc Key Equipment Vendor and Number(Unit) 73
Table Yingli SolarYGE 2006-2012 Wafer Capacity(MW)and Utilization 74
Table 2002-2008 Yingli Solar Wafer Cell Module Capacity(MW) 74
Figure 2006-2012 Yingli Solar Wafer Capacity Shipment (MW) and Growth Rate 75
Table 2007-2008 Yingli Solar Polysilicon Vendor and Their Purchase Quantity (Ton) 76
Table 2009-2017 Yingli Solar Polysilicon Long Term Contract Quantity (Ton) 80
Table Yingli Solar 5 Key Clients 2004-2006 Purchase Revenue (Thousand RMB) 81
Table 2002-2007 YGE Sales Contracts List 82
Table Jiangxi LDK solar Company Basic Information (Shareholder, Management Team, Products,Revenues,Clients etc 12 Items) 86
Table LDK Stock Price From Jun 4,2007-Apr 4,2008 87
Table LDK Shareholder and Their Shares (Dec 31,2007) 87
Table LDK Employees Distribution by Department(Mar 31,2007) 89
Table LDK Management Team 89
Table LDK Key R&D Topics(7 Unit) 90
Table LDK Competitors List 90
Table 2006Q2-2008 LDK Quarterly Revenue,Net Income(Million $) and Net Income Margin 92
Table 2006Q2-2008Q1 LDK Wafer Quarterly Sales (MW) and ASP (USD/W) 92
Table 2006-2012 LDK Wafer Sales (MW) ASP(USD/W) Revenue(Million USD) 93
Table 2008-2011 LDK Polysilicon Shipment (Ton) 93
Table 2007-2011 LDK Wafer Capacity Shipment (MW) Revenue Gross (M$) and Gross Margin 93
Figure 2006-2012 LDK Wafer ASP (USD/W) 94
Figure 2006-2012 LDK Wafer Revenue (Million USD) and Growth Rate 94
Table LDK DSS furnace, Wire Saws etc Key Equipments Vendor and Supply Number(Unit) 95
Table LDK2005-2012 Wafer Capacity(MW) and Utilization 97
Figure 2006-2012 LDK Wafer Capacity Shipment
