Polysilicon silicon will continue to dominate the market in the short-term

According to the quarterly report, the latest NPD Solarbuzz a polysilicon and wafer supply chain, following in silicon production decreased by 15% in 2012, is expected to grow 19% in 2013 to more than 30GW restored to the 2011 level. Industry average wafer production capacity utilization is expected to remain below 60%, but the market share focused on leading vendors. In the same time, silicon prices have stopped falling, still not rebounded, the silicon manufacturers earnings still need to overcome challenges.

Expected polysilicon film short term will continue to dominate the market of silicon, but still subject to limited installation space efficient monocrystalline silicon china solar panel modules downstream projects favored due to its high price in excess of the standard polycrystalline modules. Especially the rapid growth of the Japanese market demand, also increased the demand for efficient monocrystalline.

Charles Annis, vice president of NPD Solarbuzz analyst team, said: "derived from the Japanese PV market policy incentives, the Japanese PV market demand in 2013 will exceed 10% of the world market share amount.

Roof installation project due to the Japanese market, strong demand for large-scale ground-mounted projects by land resource constraints, the Japanese market has become the main driving force of the monocrystalline demand growth. "However, compared to polycrystalline silicon films, to increase the market share of monocrystalline silicon single crystal silicon rod production needs to be improved, and further enhance component efficiency Charles Annis added:" polycrystalline solar cell manufacturers silicon wafer manufacturers continue to improve the ingot process research and development of new efficient polysilicon piece. The efficiency of the leading silicon vendors are now sold efficient polysilicon film has been close to 18%, equivalent to the lower limit of the range of monocrystalline silicon efficiency, maintain live polycrystalline competitiveness of their products. "

Long-term point of view, the N-type monocrystalline silicon wafers with those based on efficient battery technology enhanced monocrystalline silicon wafers have the potential to reduce the total cost per watt of the components, and to increase the growth rate of the monocrystalline silicon market. Assume that the success of these technologies, monocrystalline cell production NPD Solarbuzz is expected in 2015 from the growth rate will be faster than the polycrystalline cells, more end-market applications and higher market share.

From the data, China's polysilicon market, 60% are imported, but if some domestic manufacturers can at full capacity, can basically meet the domestic demand. "LDK Solar, a source told reporters, 2012 China's domestic polysilicon production at 6.3 million tons, imports at 8.2 million tons, not because domestic enterprises do not have production capacity, but due to the dumping of foreign investment, resulting in 90% of the enterprises have to stop production or close down.

"If there is no foreign dumping practices, effective production capacity of Chinese enterprises give full play." So predict the LDK Solar.

Jiangsu a photovoltaic enterprise market in department official told reporters that some downstream enterprises are opposed to Europe, America, Korea and other countries polysilicon "dual" because these companies had already signed long-term with foreign giants supply contracts, some prices even as high as 60 U.S. dollars / kg, their interests have been firmly tied to these enterprises. "Now, overseas polysilicon giants to lower spot prices as a bargaining chip to obtain the support of these enterprises, such as foreign polysilicon giants even give domestic enterprises in the spot market price of $ only allowed to pay the sea freight can be, which makes domestic polysilicon enterprises how to compete? "