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The Development Trend Of Solar Silicon Industry: In 2018, The Market Share Of Single Crystal Will Exceed 40%.
- May 25, 2018 -

The silicon industry in China has been fully shuffled in the last round of production cycle. The competition pattern is basically stable and the concentration is high. Among the ten enterprises in the world's silicon production, 8 are in our country. Among them, polycrystalline silicon film companies mainly include Baili Xixin, LDK LDK, Yu Jun, and so on. Single crystal silicon chips are mainly five enterprises of Longji stock, central share, Cam Danker, crystal dragon group and sunshine energy.

First, investment strategies for future solar silicon industry

1, realize the integration of industrial chain, enhance the control power of industrial chain, especially control upstream production.

The integration of industrial chain is the direction of risk diversification and value maximization. It is also an important means of competition for large global photovoltaic enterprises. For the silicon wafer enterprises, entering the upper polysilicon field can effectively avoid the adverse effects on the profit caused by the large fluctuation of the polysilicon spot market, and can also excavate the opportunity to reduce the cost between the links and improve the profitability.

The specific strategies to improve the control of the industrial chain include: expanding the upper and lower reaches through mergers and acquisitions and strategic alliances; improving the efficiency of the silicon wafer conversion and brand awareness to win the higher market premium for its products, obtaining more market orders, and ensuring the supply of polysilicon materials by multi-channel and multi strategy; through product innovation and business model And strengthen the position of innovation market; sign the contract of mutual purchase of products; sign the fixed price, fixed number of long-term supply contracts with the main suppliers at home and abroad, establish the sales price alliance, etc. through the prepayment method.

2, pay attention to technological innovation, promote industrial technological breakthroughs, and accelerate the localization of equipment.

The progress of photovoltaic technology is an important factor affecting the integration and cost reduction of enterprises. The promotion of enterprise competitiveness is ultimately attributed to technological progress and innovation. The key areas of technological innovation should be to promote the promotion of crystal silicon material purification technology and photovoltaic cell conversion efficiency technology, develop new application technology, reduce energy consumption and pollutant emission of industrial chain, accelerate the independent research and development of related technology and production equipment, carry out product innovation, realize battery and group. To reduce the cost of every link of the industrial chain and promote the wide application of photovoltaic power generation system. In the process of promoting technological innovation, we should organize and integrate internal and external research forces to tackle key problems in science and technology and speed up the transformation of scientific and technological achievements. Part of the introduction and independent development of the road, as a result of foreign imports of polysilicon technology in China has been blockaded. It is impossible to walk completely or cooperate with foreign countries to build a polysilicon production plant. It is still the only way to develop domestic independent development, or to take the road of joint development at home.

Driven by the cost of solar cells, silicon wafer technology has made rapid progress, silicon wafer is becoming thinner and cheaper. Therefore, the preparation of investment polysilicon wafers should pay attention to the introduction and digestion of technology and the accumulation of technology. In addition, the equipment needed to prepare polycrystalline silicon wafers and polycrystalline silicon wafers can be invested.

3, focus on integrating global resources from three aspects of R & D, management and market.

(1) in terms of operation and management, professional managers can be hired internationally, especially the marketing operation (chief operating officer).

(2) in the field of R & D management, we recruit overseas and domestic photovoltaic experts as chief technology officer and R & D center engineering and technical personnel.

(3) through the merger and acquisition or strategic alliances or business outsourcing, and other related domestic and foreign photovoltaic power production or marketing enterprises to achieve multi-channel and multi-level cooperation.

4. Adopt domestic joint investment strategy

Some projects can consider building silicon wafer production plants with domestic enterprises with existing technological advantages and foundations. The newly established company can give full play to the advantages of capital, and the enterprises with technological foundation and advantages will join the company with technology and jointly establish the company. Of course, we can also buy domestic technology directly through negotiation, and integrate the foreign production technology and domestic technology that have been purchased to achieve the advanced production technology. It can make use of the present technology, immediately put into construction and production, without the integration of technology and system; it can also avoid the repeated purchase of foreign technology, reduce the cost of purchasing production technology, and spend less time and energy to negotiate, which can accelerate and shorten the construction cycle of the production plant.

Second. Forecast of the development trend of solar silicon wafer industry

1. Technology prediction

In the aspect of single crystal ingot technology, due to the lower cost of Czochralski method and sufficient demand for the purity of photovoltaic cells, it is expected that a large proportion of Czochralski method will still be used in the future. However, if the future single crystal high efficiency battery is becoming the mainstream gradually, the proportion of zone melting method will also increase.

In slicing technology, the mainstream is still mortar based, and Diamond wire is becoming more and more popular because of its more efficient advantages. OFwee solar photovoltaic research team predicts that by 2025, the market share of diamond wire cutting will exceed mortar cutting.

The main monocrystalline silicon chip enterprises in our country have completed the introduction of the diamond wire cutting technology, and the leading poly (poly silicon wafer) has begun to introduce diamond cutting technology. On the whole, there is little difference in the technical links of silicon chips. Chinese enterprises that win by volume can still occupy the forefront of the world in the next few years.

2. Application prediction

At present, the main obstacle to the cutting of polysilicon chips by the diamond wire section is that the polycrystalline silicon chip cut by the diamond wire is more reflective, and the conventional polycrystalline cashmere process is difficult to achieve. To solve this problem, the main technology path is the black silicon technology of battery segment.