On October 22, the China Photovoltaic Industry Union released a statistical report showing that the global polysilicon product will reach 111,000 tons in 2010. In 2011, the production capacity of polysilicon projects in some countries, including China, will gradually be released. At that time, the world will have 80% more polysilicon products.
Xiao Han, a research fellow at China Investment Consulting, pointed out that there has been controversy in the industry regarding the issue of whether polysilicon is surplus. In fact, if we consider the following two conditions, China's polysilicon production does not exist in the short term excess. First: The nominal production capacity and output of polysilicon are two completely different concepts. Some domestic polysilicon projects have large production capacity, but the output has not been fully released. Take LDK as an example, it is expected that the company's polysilicon project will have a capacity of 16,000 tons in 2010, but the output will be only 0.6 million tons, and the output will lag behind the production capacity. Secondly, at present, there are many polysilicon manufacturers in the domestic polysilicon market. Polysilicon products have been locked by PV companies' orders, and they are basically not available in the spot market. The demand for polysilicon is far greater than supply.
Xiao Han said that in the long run, many polysilicon manufacturers are building new polysilicon projects. In the future, there will be a certain degree of excess of polysilicon, but it is not serious and it is not necessary to worry too much. According to the “2010-2015 China Polysilicon Industry Investment Analysis and Prospect Forecast Report†issued by the China Investment Advisor, it is pointed out that since the second half of 2010, the international PV market has recovered and many polysilicon manufacturers have actively built new polysilicon projects, such as Deshan, Japan. On October 16, it announced that it will build a world-class polysilicon project in Malaysia. It is expected that the project will be completed in 2013. Xiao Han believes that the future demand for the photovoltaic market will continue to grow steadily, and most of the polysilicon produced by polysilicon manufacturers will be digested by the market. In addition, some polysilicon manufacturers will face consolidation within the industry in the next few years. They will either close down or be merged, so the problem of excess polysilicon is not worth worrying about.
Zhang Yanlin, research director of China Investment Consulting, pointed out that at present, many photovoltaic companies find it difficult to find a supply source for polysilicon in the domestic market. This shows that there is no surplus of polysilicon production in China in the short term, although there will be a certain degree of surplus in the global polysilicon market in the future. Should not worry too much.
Xiao Han, a research fellow at China Investment Consulting, pointed out that there has been controversy in the industry regarding the issue of whether polysilicon is surplus. In fact, if we consider the following two conditions, China's polysilicon production does not exist in the short term excess. First: The nominal production capacity and output of polysilicon are two completely different concepts. Some domestic polysilicon projects have large production capacity, but the output has not been fully released. Take LDK as an example, it is expected that the company's polysilicon project will have a capacity of 16,000 tons in 2010, but the output will be only 0.6 million tons, and the output will lag behind the production capacity. Secondly, at present, there are many polysilicon manufacturers in the domestic polysilicon market. Polysilicon products have been locked by PV companies' orders, and they are basically not available in the spot market. The demand for polysilicon is far greater than supply.
Xiao Han said that in the long run, many polysilicon manufacturers are building new polysilicon projects. In the future, there will be a certain degree of excess of polysilicon, but it is not serious and it is not necessary to worry too much. According to the “2010-2015 China Polysilicon Industry Investment Analysis and Prospect Forecast Report†issued by the China Investment Advisor, it is pointed out that since the second half of 2010, the international PV market has recovered and many polysilicon manufacturers have actively built new polysilicon projects, such as Deshan, Japan. On October 16, it announced that it will build a world-class polysilicon project in Malaysia. It is expected that the project will be completed in 2013. Xiao Han believes that the future demand for the photovoltaic market will continue to grow steadily, and most of the polysilicon produced by polysilicon manufacturers will be digested by the market. In addition, some polysilicon manufacturers will face consolidation within the industry in the next few years. They will either close down or be merged, so the problem of excess polysilicon is not worth worrying about.
Zhang Yanlin, research director of China Investment Consulting, pointed out that at present, many photovoltaic companies find it difficult to find a supply source for polysilicon in the domestic market. This shows that there is no surplus of polysilicon production in China in the short term, although there will be a certain degree of surplus in the global polysilicon market in the future. Should not worry too much.
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