2007 deep research report on China solar grade multicrystal silicon industry

Part Two Manufacture technology and Processes of poly silicon       11
2.1 technology overview       11
2.1.1 Technical type and distribution     11
2.1.2 Technical type in China and Global poly silicon vendors     13
2.2 Polysilicon manufacture processes  20
2.3 Singlecrystalline & Multicrystalline Silicon Ingot Pulls the crystal growth craft   31
2.4 wafer Growth craft  42

Part Three Multi-crystal productions providers sales demand status and forecast from 2007-2011   50
3.1 productions overview      50
3.1.1 traditional 7Giants productions     50
3.1.2 EU USA Korea 7 new poly silicon projects productions     51
3.1.3 Japan Russia 4 new poly silicon project productions  51
3.1.4 China 11 new poly silicon projects productions   52
3.1.5 Global total poly silicon productions from 2004-2011 53
3.1.6 Electronic Grade poly silicon productions from 2004-2011       54
3.1.7 Solar grade poly silicon productions from 2004-2011 55
3.2 market demand overview 55
3.2.1 solar cell productions overview    55
3.2.2 solar grade poly silicon demand from 2004-2011       60
3.2.3 electronic grade poly silicon demand from 2004-2011       61
3.2.4 poly silicon shortage from 2004-2011  61

Part Four traditional 7 giants of poly silicon  64
4.1 Hemlock（USA）    65
4.2 REC（AsiMI+SGS）（NORWAY） 68
4.2.1 REC（AsiMI）（USA）       72
4.2.2 REC（SGS）（USA）  73
4.3 Wacker Chemie（GERMAN）       73
4.4 Tokuyama（JAPAN）     79
4.5 MEMC ElectronicMaterials（USA+ITALY） 84
4.6 Mitsubishi Materials（JAPAN）     87
4.6.1 Mitsubishi Materials（JAPAN）  90
4.6.2 Mitsubishi Polucrystalline Materials（USA）      91
4.7 Sumitomo Titanium（JAPAN）     91

Part Five China Three poly silicon vendor    97
5.1 Xinguang Guiye（Sichuang Leshan city）     98
5.2 Emei Semiconductor Material Plant（Sichuan Emeishan city）    102
5.3 Luoyang Zhonggui（Henan Luoyang）  105

Part Six International poly silicon building and planning projects        108
6.1 JFE（NKK+Kawasaki）（Japan）  108
6.2 JSSI（German）     111
6.3 ELKEM（Norway）       112
6.4 DC Chemical（Korea）   113
6.5 Crystal Systems（USA）       115
6.6 Isofotón and Endesa（Spain）       118
6.7 Hoku Materials（USA）  118
6.8 PPT etc（France） 120
6.9 NSC（Japan） 121
6.10 M.SETEK（Japan）     122
6.11Горно–химический комбинат (ГХК)（Russia Zheleznogorsk city）    124
6.11Other projects（Russia and Ukraine etc）     125

Part Seven China poly silicon building and planning projects       126
7.1 Shenzhen Nanbo（Hubei Yichang city） 126
7.2 Asia silicon（Qinghai Xining city） 128
7.3 Ningxia Solar（Ningxai Shizuishan city）      130
7.5 Jiangsu Shunda（Jiangsu Yangzhou city）    132
7.6 Jiangsu Zhongneng（Jiangsu Xuzhou city）  136
7.7 Chaolei Industry（Sichuang Guangyuan city）     138
7.8 Aixin Silicon Tech（Yunnan Qujin city）       142
7.9 Tongwei and Juxing（Sichuan Leshan city） 147
7.10 Other projects 151
7.10.1 Beijing Shunsa New Energy etc（Sichuan Meishan city）      151
7.10.2 Green Energu(UK) investment etc（Sichuan Meishan city）   152
7.10.3 Shanghai Industry Investment etc（Heilongjiang Maodanjiang city）     152
7.10.4 Other planning projects（Liaoning Inner Mongolia etc） 153

Part Eight Global poly silicon supply chain research    157
8.1 electronic grade poly silicon supply chain system 157
8.2 solar grade poly silicon supply chain system  158

Part Nine Feasibility analysis of China new poly silicon projects  160
9.1 Possible technology source     160
9.2 China poly silicon project SWOT analysis      162

Part Ten Conclusions     163

Some Tables and Figures：
Table Difference of EG and SG poly silicon  2
Table MG/SG/EG Purity and their 2006 ASP（USD/KG）  3
Figure poly silicon industry chain structure  4
Figure poly silicon manufacture process flow（sand—poly silicon） 4
Table MG silicon production and ASP（USD/KG）    7
Table Difference between single and multi-crystal silicon    7
Table 2006 productions of global different type technology and their market share    12
Table Global 12 vendors and their technology  14
Table Global 7giants poly silicon manufacture processes and their chemical theory   15
Figure JFE（NKK +Kawasaki）Physics poly silicon process flow     18
Figure JFE（NKK +Kawasaki）Physics way and Siemens way difference       19
Table Manufacture process flow of Siemens way       20
Figure MG silicon process flow    24
Figure MG silicon structure   25
Figure wafer-IC manufacture processes      29
Figure Pulls the crystal stove working Principle and structure    31
Figure CZ single crystal Pulls the crystal manufacture way and structure  32
Figure FZ single crystal Pulls the crystal manufacture way and structure   34
Table Difference of CZ and FZ     35
Figure DSS Multicrystalline Silicon Ingot manufacture way and structure  36
Figure Electromagnetic  Casting，EMC Multicrystalline Silicon Ingot manufacture way and structure   37
Figure EMC Multicrystalline Silicon Ingot processes   38
Table Difference of DSS/FZ/CZ/EMC etc Silicon Ingot processes     39
Figure polycrystalline silicon ingot product Parameter  40
Figure Polysilicon-Multicrystalsilicon wafer-solar cell processes 41
Figure Multicrystal silicon-wafer processes  47
Figure wafer---solar cell processes（180um）    47
Figure 2001-2006 global wafer shipments（100 million square inch）and sales（100 million USD）     48
Figure 2004-2011 poly silicon productions and increase rate of global 7 giants  50
Figure 2007-2011 poly silicon productions and increase rate of EU USA Korea 7 projects 51
Figure 2006-2011 poly silicon productions and increase rate of Japan Russia 4 projects   52
Figure 2004-2011 poly silicon productions and increase rate of China 11 projects 52
Table 2004-2011 poly silicon productions and increase rate of global EG and SG poly silicon 53
Figure 2004-2011 global poly silicon productions and increase rate    53
Figure 2004-2011global EG poly silicon productions and increase rate      54
Figure 2004-2011global SG poly silicon productions and increase rate       55
Table 2004-2011global solar cell/module/crystal silicon cell/thin film cell productions and cell module system ASP(USD/Wg)Table       55
Figure 2004-2011global solar cell/ module（GW）and increase rate 56
Figure 2004-2011 global crystal silicon solar cell/ module（GW）and increase rate  57
Figure 2004-2011 global thin film solar cell/ module（GW）and increase rate 57
Table 2004-2011global poly silicon demand(tons) and increase rate    60
Table 2004-2011 global EG poly silicon demand(tons) and increase rate     61
Table 2004-2011 global SG poly silicon demand(tons) and increase rate     61
Table 2002-2011China poly silicon shortage(tons)       63
Table 2004-2011 global 7 giants poly silicon productions(tons)   64
Table 2004-2011 global 7 giants EG poly silicon productions(tons)     64
Table 2004-2011 global 7 giants SG poly silicon productions(tons)     64
Table Hemlock company information Table（shareholders，management team，products，clients etc 11 items）       65
Table 2004-2011 Hemlock poly silicon productions（tons） and EG/SG poly silicon productions   66
Figure 2004-2011 Hemlockpoly silicon products(tons) and increase rate    67
Table RECcompany information table(shareholders,management team,products,clients etc 11 items)      68
Table 2004-2011 REC Silicon poly silicon productions（tons） and EG/SG poly silicon productions     70
Figure 2004-2011 REC Siliconpoly silicon products(tons) and increase rate      71
Table 2005Q4-2006Q4RECSilicon RECWafer RECSolar department quartly revenue and their profit       71
Table Wacker Chemie AG company information table(shareholders,management team,products,clients etc 11 items)     74
Table 2004-2006 Wacker finance data and business department revenue    76
Table 2004-2011 Wacker Chemie AG poly silicon productions（tons） and EG/SG poly silicon productions  78
Figure 2004-2011 Wacker poly silicon products(tons) and increase rate     79
Table Tokuyama company information table(shareholders,management team,products,clients etc 11 items)    79
Table Tokuyama 05 and 06 3Q sales revenue of business department       81
Figure Tokuyama Diagram of production from silica stone to polycrystalline silicon and finished product       82
Table 2004-2011 Tokuyamapoly silicon productions(tons) and their EG SG productions   83
Figure 2004-2011 Tokuyamapoly silicon products(tons) and increase rate  83
Table MEMC Electronic Materialscompany information table(shareholders,management team,products,clients etc 11 items) 84
Table 2003-2006 MEMC finance data   85
Table 2004-2011 MEMC ElectronicMaterialspoly silicon productions(tons) and their EG SG productions       86
Figure 2004-2011 MEMCpoly silicon products(tons) and increase rate      87
Table Mitsubishi Materialscompany information table(shareholders,management team,products,clients etc 11 items)     87
Table 2004-2011 Mitsubishi  Materialspoly silicon productions(tons) and their EG SG productions 89
Figure 2004-2011 Mitsubishi  Materialspoly silicon products(tons) and increase rate       90
Table Sumitomo Titaniumcompany information table(shareholders,management team,products,clients etc 11 items)      91
Table 2004-2011年Sumitomo Titaniumpoly silicon productions(tons) and their EG SG productions      92
Figure 2004-2011 Sumitomo Titaniumpoly silicon products(tons) and increase rate  93
Table 2004-2011 China Xinguang Silicon/Emei Semiconductor/Luoyang Zhonggui poly silicon productions 97
Table Sichuan Xinguang Silicon company information table(shareholders,management team,products,clients etc 11 items)   98
Table Sichuan Xinguang Silicon share holder structure       99
Table Sichuan Xinguang Silicon share holders      99
Figure 2007-2011 Sichuan Xinguang Silicon poly silicon products(tons) and increase rate       101
Table Emei Semiconductor Material Plant company information table(shareholders,management team,products,clients etc 11 items)       102
Figure 2004-2011 Emei Semiconductor Material Plant poly silicon products(tons) and increase rate 105
Table Luoyang Zhonggui company information table(shareholders,management team,products,clients etc 11 items)      105
Figure 2005-2011 Luoyang Zhonggui poly silicon products(tons) and increase rate   106
Table 2008-2011 poly silicon products(tons) of EU USA Korea 7 projects       108
Table 2006-2011 poly silicon products(tons) of Japan Russia 4 projects    108
Table JFE Steelcompany information table(shareholders,management team,products,clients etc 11 items)      109
Table JFE share holder structure   110
Figure 2006-2011 JFE Steelpoly silicon products(tons) and increase rate   111
Table JSSI poly silicon project information（share holder，factory location，invest and capacity plan etc） 111
Figure 2008-2011 JSSIpoly silicon products(tons) and increase rate   112
Table Elkem AS poly silicon project information（share holder，factory location，invest and capacity plan etc） 113
Table DC Chemical Co., Ltd poly silicon project information（share holder，factory location，invest and capacity plan etc）     114
Figure 2008-2011 DC Chemicalpoly silicon products(tons) and increase rate     115
Figure 2008-2011 Crystal Systemspoly silicon products(tons) and increase rate       116
Figure 2009-2011 Isofotón and Endesapoly silicon products(tons) and increase rate 118
Figure 2009-2011 Hoku Materialspoly silicon products(tons) and increase rate  119
Figure 2009-2011 PPT etc poly silicon products(tons) and increase rate    121
Figure 2009-2011 NSCpoly silicon products(tons) and increase rate   122
Figure 2009-2011 M.SETEKpoly silicon products(tons) and increase rate  123
Figure 2009-2011 Russia ГХКpoly silicon products(tons) and increase rate  124
Table 2008-2011 China 8 projects poly silicon productions (tons)      126
Figure 2008-2011 Shenzhen Nanbo poly silicon products(tons) and increase rate      128
Figure 2008-2011 Aisa Silicon poly silicon products(tons) and increase rate      130
Figure 2008-2011 Ningxia Solar poly silicon products(tons) and increase rate   131
Figure 2008-2011 Jiangsu Suhnda poly silicon products(tons) and increase rate       133
Figure 2008-2011 Jiangsu Zhongneng poly silicon products(tons) and increase rate  137
Figure 2008-2011 Chaolei Industry poly silicon products(tons) and increase rate      142
Figure 2009-2011 Aixin Silicon Tech poly silicon products(tons) and increase rate    146
Figure 2008-2011 Tongwei and Juxing poly silicon products(tons) and increase rate 151
Figure 2006 poly silicon production distributing of EU USA Japan      157
Figure 2006 EG poly silicon production distributing of EU USA Japan 158
Figure 2006 SG poly silicon production distributing of EU USA Japan       159
Table Solar grade poly silicon new process technology       160
Table China poly silicon projects SWOT analysis 162