2007 Deep Research Report on China Solar Cell Industry
QYresearch, November 2007, Pages: 188
According to the data from Deep research report on China solar cell industry in 2007 Solar Cell Shipment was 400.9 MW in 2006,compared to 118.7MW in 2005, it got an increase of 237.74%, and in 2007, this figure reached 1021.5 MW, and the increase was 154.8% .
In China, solar cell revenue was 1251.4 Million US dollars in 2006,compared to 343.3 Million US dollars of 2005, the increase was 264.5%,and in 2007, this figure reached 3188.6 Million US dollars, the corresponding increasing rate was 154.8% .
About selling price: in 2006, the solar cell selling price is 3.12 US dollars/W in China, compared to 2.89US dollars/W in 2005, the increase was 8% ; while in 2007, it remained the same, and the price will slowly drop after 2008.
About the utilization rate: the total solar cell utilization rate of China is 27.36 in 2005, 34.24% in 2006, and about 41.61% in 2007, 76.99% in 2012; the low utilization during 2005 and 2006 mainly because: first, the expansion of solar cell manufacturing capacity is too fast; second, the shortage problem of solar cell raw materials (wafer or polysilicon) is very serious.
About the net income margin: in 2006, almost all the companies got profits; while in the first half year of 2007, the situation was not good, the lost companies increased, and some companies got lower profit margin, and this mainly due to the slow increasing demand of downstream and serious competition of solar cell industry in China.
About the solar cell equipment: although the homemade solar cell equipment has made great progress, the major equipment (such as diffusion furnace PECVD, sintering furnace, screen printer etc) mainly relies on the imports, and in facts, the cost of imported equipment almost reaches 2/3 of the total. However, for the local equipment is cheap and its technology has grown more and more matured, therefore, its market share will become more and more
About the raw materials: the shortage of wafer and polysilicon is the main reason of low utilization rate, what is more, the high price of raw materials is also another important reason for the slip of profit margin. The better raw materials suppliers (such as Hebei Jinao) can make huge profits, while the others face the serious market competition.
About the downstream demand: more than 50% of cell companies also produce module, in most cases, it will use its own module, and it will not be sold to others directly. And there are still some cell manufacturers also selling their products to local clients, according to the data from QY Research; there are only 3% of solar cell sold to the oversea in 2006 and 2007, and the module capacity is bigger than that of cell. For the development of cell always keeps on pace with module, therefore, their relationship between supply and demand keeps in good balance, maybe the wafer is a bit more shortage, but it still could meet the demand. The products of low utilization rate will be dealt with low price.
In a word, capacity, shipment and revenue of solar cell all keep at a rapid increase, the average increasing rate will be 40% or more, which is higher than that of the global market. Though the selling price and net income margin all have went down, there are still some better market perspectives: large scale production, abundant raw material suppliers, plenty of orders and so on. As the market demand increased slowly, which made some companies lost and others got lower income margin. Generally, the whole industry is in the adjusting period, and industry conformity may exist. However, the trend of solar cell industry is capacity expansion and looking for cheap materials.
Solar energy as a renewable energy and lots of downstream products (such as solar lamps) have huge market no matter today or in the future, in a word, solar energy business will have a bright future as it is one of the best renewable energy instead of traditional energy.
Deep research report on China solar cell industry in 2007 is a report mainly about China solar cell industry chain, the solar cell upstream industry will be concerned:wafer or sources of polysilicon raw materials,equipment(diffusion furnace PECVD, sintering furnace, screen printer etc),washing and analytical instruments. Solar cell industry contents are:solar cell supply, shipments, sales, demand, price, revenue, profit margin, capacity, expansion and products distributions and so on;Downstream contents: market demand of solar cell,downstream clients,regional revenue and market share. Through the detailed survey and research of the solar cell industry chain, the report can present a deep and excellent introduction about China solar cell industry and provide an alternative of strategy planning for investors.
1. Introduction 1
1.1 Purpose and Scope 1
1.2 Methodology 1
2. Solar Cell Industry Executive Summary 4
2.1 2006 and 2007 Solar Cell Industry Overview 4
2.2 Solar Cell Manufacturer Shipments 6
2.2.1 Regional Shipments 6
2.2.2 Shipments by Manufacturers 8
2.2.3 Shipments by Technology (silicon Cell or amorphous silicon cell) 12
2.3 Revenues 15
2.4 Average Solar Cell Price(ASP) 16
2.5 Manufacturing Capacity 17
3. Shipments and Revenues,2005-2012 17
3.1 Shipments and Revenues by Region 17
3.2 Shipments and Revenues by Manufacturer 19
3.3 Shipments and Revenues by Technology 23
3.4 Shipments and Revenues by Worldwide and China 24
3.5 Market Outlook,2007-2012 25
4. Manufacturing Capacity and Utilization, 2005-2007 25
4.1 China Total Solar Cell Capacity and Utilization 25
4.2 Capacity and Utilization by Technology 26
4.3 Capacity and Utilization of TOP10 Manufacturer 27
5. Solar Cell Sales and Profit Margin 28
5.1 Solar Cell Sales 28
5.2 Eight Public Manufacturers Research 29
5.3 Profit Margin of Key Solar Cell Manufacturers 30
5.4 Analysis of Demand and Supply and Industry Trends, 2007-2012 31
6. Equipments and Raw Materials 32
6.1 Equipments(Diffuse PECVD Firing Screen-Printing) 32
6.2 Raw Materials(Wafer Polysilicon) 34
7. Solar Cell Key Manufacturers 36
7.1 Wuxi Suntech(STP) 36
7.1.1 Basic Information(Profile Products Contact Information etc) 36
7.1.2 Shipment and Revenue of Solar Cell 38
7.1.3 Equipments and Capacity 41
7.1.4 Raw Materials Supply 42
7.1.5 Downstream Clients Relationship 43
7.2 Baoding Yingli Solar (YGE) 44
7.2.1 Basic Information(Profile Products Contact Information etc) 44
7.2.2 Shipment and Revenue of Solar Cell 45
7.2.3 Equipments and Capacity 47
7.2.4 Raw Materials Supply 54
7.2.5 Downstream Clients Relationship 61
7.3 JA Solar(JASO) 62
7.3.1 Basic Information(Profile Products Contact Information etc) 62
7.3.2 Shipment and Revenue of Solar Cell 63
7.3.3 Equipments and Capacity 65
7.3.4 Raw Materials Supply 67
7.3.5 Downstream Clients Relationship 70
7.4 China Sunergy (CSUN) 73
7.4.1 Basic Information(Profile Products Contact Information etc) 73
7.4.2 Shipment and Revenue of Solar Cell 75
7.4.3 Equipments and Capacity 78
7.4.4 Raw Materials Supply 80
7.4.5 Downstream Clients Relationship 81
7.5 Jiangsu Solarfun (SOLF) 83
7.5.1 Basic Information(Profile Products Contact Information etc) 83
7.5.2 Shipment and Revenue of Solar Cell 84
7.5.3 Equipments and Capacity 86
7.5.4 Raw Materials Supply 87
7.5.5 Downstream Clients Relationship 90
7.6 Shanghai Topsolar 92
7.6.1 Basic Information(Profile Products Contact Information etc) 92
7.6.2 Shipment and Revenue of Solar Cell 94
7.6.3 Equipments and Capacity 95
7.6.4 Raw Materials Supply 96
7.6.5 Downstream Clients Relationship 96
7.7 Ninbo Solar 96
7.7.1 Basic Information(Profile Products Contact Information etc) 96
7.7.2 Shipment and Revenue of Solar Cell 98
7.7.3 Equipments and Capacity 99
7.7.4 Raw Materials Supply 100
7.7.5 Downstream Clients Relationship 100
7.8 Trina Solar(TSL) 100
7.8.1 Basic Information(Profile Products Contact Information etc) 100
7.8.2 Shipment and Revenue of Solar Cell 102
7.8.3 Equipments and Capacity 105
7.8.4 Raw Materials Supply 107
7.8.5 Downstream Clients Relationship 109
7.9 Canadian Solar(CSIQ) 111
7.9.1 Basic Information(Profile Products Contact Information etc) 111
7.9.2 Shipment and Revenue of Solar Cell 113
7.9.3 Equipments and Capacity 114
7.9.4 Raw Materials Supply 115
7.9.5 Downstream Clients Relationship 115
7.10 Jiangyin Jetion 117
7.10.1 Basic Information(Profile Products Contact Information etc) 117
7.10.2 Shipment and Revenue of Solar Cell 120
7.10.3 Equipments and Capacity 121
7.10.4 Raw Materials Supply 122
7.10.5 Downstream Clients Relationship 122
7.11 Sunowe Photovoltaic 123
7.11.1 Basic Information(Profile Products Contact Information etc) 123
7.11.2 Shipment and Revenue of Solar Cell 124
7.11.3 Equipments and Capacity 126
7.11.4 Raw Materials Supply 126
7.11.5 Downstream Clients Relationship 126
7.12 Shenzhen Topray Solar 126
7.12.1 Basic Information(Profile Products Contact Information etc) 127
7.12.2 Shipment and Revenue of Solar Cell 129
7.12.3 Equipments and Capacity 130
7.12.4 Raw Materials Supply 131
7.12.5 Downstream Clients Relationship 131
7.13 Jiangsu Tianbao-PV 131
7.13.1 Basic Information(Profile Products Contact Information etc) 131
7.13.2 Shipment and Revenue of Solar Cell 132
7.13.3 Equipments and Capacity 133
7.13.4 Raw Materials Supply 134
7.13.5 Downstream Clients Relationship 134
7.14 UL Solar 134
7.14.1 Basic Information(Profile Products Contact Information etc) 134
7.14.2 Shipment and Revenue of Solar Cell 135
7.14.3 Equipments and Capacity 136
7.14.4 Raw Materials Supply 137
7.14.5 Downstream Clients Relationship 137
7.15 Yunnan Tianda 138
7.15.1 Basic Information(Profile Products Contact Information etc) 138
7.15.2 Shipment and Revenue of Solar Cell 140
7.15.3 Equipments and Capacity 142
7.15.4 Raw Materials Supply 142
7.15.5 Downstream Clients Relationship 142
7.16 SSEC 143
7.16.1 Basic Information(Profile Products Contact Information etc) 143
7.16.2 Shipment and Revenue of Solar Cell 144
7.16.3 Equipments and Capacity 146
7.16.4 Raw Materials Supply 146
7.16.5 Downstream Clients Relationship 146
7.17 Chinalight Solar 147
7.17.1 Basic Information(Profile Products Contact Information etc) 147
7.17.2 Shipment and Revenue of Solar Cell 148
7.17.3 Equipments and Capacity 150
7.17.4 Raw Materials Supply 150
7.17.5 Downstream Clients Relationship 150
7.18 Tianjin Jinneng Solar 150
7.18.1 Basic Information(Profile Products Contact Information etc) 150
7.18.2 Shipment and Revenue of Solar Cell 152
7.18.3 Equipments and Capacity 153
7.18.4 Raw Materials Supply 154
7.18.5 Downstream Clients Relationship 155
7.19 Hainan TianJu 155
7.19.1 Basic Information(Profile Products Contact Information etc) 155
7.19.2 Shipment and Revenue of Solar Cell 156
7.19.3 Equipments and Capacity 157
7.19.4 Raw Materials Supply 157
7.19.5 Downstream Clients Relationship 158
7.20 Shenzhen Trony Science 158
7.20.1 Basic Information(Profile Products Contact Information etc) 158
7.20.2 Shipment and Revenue of Solar Cell 160
7.20.3 Equipments and Capacity 161
7.20.4 Raw Materials Supply 161
7.20.5 Downstream Clients Relationship 162
7.21 Yunnan Zhuoye Solar 163
7.21.1 Basic Information(Profile Products Contact Information etc) 163
7.21.2 Shipment and Revenue of Solar Cell 164
7.21.3 Equipments and Capacity 165
7.21.4 Raw Materials Supply 166
7.21.5 Downstream Clients Relationship 166
7.22 ZL-Solar 166
7.22.1 Basic Information(Profile Products Contact Information etc) 166
7.22.2 Shipment and Revenue of Solar Cell 167
7.22.3 Equipments and Capacity 168
7.22.4 Raw Materials Supply 169
7.22.5 Downstream Clients Relationship 169
7.23 Other Solar Cell Manufacturers 169
8. Conclusions and Suggestions 173
Figures:
Figure Solar Cell Industry Chain Structure 1
Figure 2005-2012 China Solar Cell Total Shipment (MW) and Growth Rate 6
Figure 2006 Jiangsu Hebei Zhejiang etc Region Solar Cell Shipment(MW) and Market Share 7
Figure 2007 Jiangsu Hebei Zhejiang etc Region Solar Cell Shipment(MW) and Market Share 8
Figure 2006 China Solar Cell Manufacturer Solar Cell shipment TOP10 and Market Share 10
Figure 2007 China Solar Cell Manufacturer Solar Cell shipmentTOP10and Market Share 11
Figure 2006 China Single-Crystal Silicon Multi-Crystal Silicon Amorphous Silicon Solar Cell Shipment(MW) and Market Share 13
Figure 2005-2012 China Solar Cell Total Revenue(M$)and Growth Rate 15
Figure 2005-2012 China Solar Cell Average Selling Price(USD/W) 16
Figure 2005-2012 China Solar Cell Total Capacity(MW)and Growth Rate 17
Figure 2006 Jiangsu Hebei Zhejiang etc Region Solar Cell Revenue (M$) and Market Share 18
Figure 2007 Jiangsu Hebei Zhejiang etc Region Solar Cell Revenue (M$) and Market Share 19
Figure 2006 China Solar Cell Manufacturer Solar CellRevenueTOP10and Market Share 21
Figure 2007 ChinaSolar Cell Manufacturer Solar CellRevenueTOP10and Market Share 22
Figure 2006 China Single-Crystal Silicon Multi-Crystal Silicon Amorphous Silicon Solar Cell Revenue (M$) and Market Share 23
Figure 2005-2012 China Solar Cell Total Shipment (MW) Revenue(M$)and Growth Rate 25
Figure 2006 China Solar Cell Local and Export Sales (MW) and Proportion 28
Figure 2007 ChinaSolar Cell Local and Export Sales (MW)and Proportion 29
Figure Dec 16,2005-Aug 17,2007 Suntech Stock Prices Figure 38
Figure 2005-2012 Suntech Solar Cell Shipment(MW) Revenue(M$)and Growth Rate 40
Figure Jun 11,2007-Aug 20,2007 Yingli Solar Stock PricesFigure 45
Figure 2005-2012 Yingli Solar Solar Cell Shipment(MW) Revenue(M$)and Growth Rate 47
Figure Yingli Solar Solar Cell Product Line Manufacture Process and Equipments 48
Figure Feb 8,2007-Aug 31,2007 Hebei JA Solar Stock Prices 63
Figure 2006-2012 Hebei JA Solar Solar Cell Shipment(MW) Revenue(M$)and Growth Rate 64
Figure 2006 Hebei JA Solar Local and Export Sales Revenue and Proportion 72
Figure May 18,2007-Aug 29,2007 China Sunergy Stock Prices 75
Figure 2005-2012 China Sunergy Solar Cell Shipment(MW) Revenue(M$)and Growth Rate 78
Figure 2006 China Sunergy Revenue and Market Share by Region 82
Figure Dec21,2006-Aug 31,2007 Jiangsu Solarfun Stock Prices 84
Figure 2005-2012Jiangsu Solarfun Solar Cell Shipment(MW) Revenue(M$)and Growth Rate 86
Figure 2005-2012 Shanghai Topsolar Solar Cell Shipment(MW) Revenue(M$)and Growth Rate 95
Figure 2005-2012 Ningbo Solar Solar Cell Shipment(MW) Revenue(M$) and Growth Rate 99
Figure Dec20,2006-Aug 31,2007Changzhou Trina Stock Prices 102
Figure 2007-2012 Changzhou Trina Solar Cell Shipment(MW) Revenue(M$)and Growth Rate 105
Figure Nov 10,2006-Sep 42,007 Canadian Solar Stock Prices 112
Figure 2007-2012 Canadian Solar Solar Cell Shipment(MW) Revenue(M$)and Growth Rate 114
Figure Jul 6,2007-Sep 4,2007 Jiangyin Jetion Share Prices(Penny) 118
Figure Jiangyin Jetion Business Structure Figure 120
Figure 2005-2012 Jiangyin Jetion Solar Cell Shipment(MW) Revenue(M$) and Growth Rate 121
Figure 2006-2012 Sunowe Photovoltaic Solar Cell Shipment(MW) Revenue (M$)and Growth Rate 125
Figure 2005-2012 Shenzhen Topray Solar Solar Cell Shipment(MW) Revenue(M$) and Growth Rate 130
Figure 2006-2012 Jiangsu Tianbao-PV Solar Cell Shipment(MW) Revenue(M$)and Growth Rate 133
Figure 2006-2012 UL Solar Solar Cell Shipment(MW) Revenue(M$)and Growth Rate 136
Figure 2005-2012 Yunnan Tianda Solar Cell Shipment(MW) Revenue (M$) and Growth Rate 141
Figure 2005-2012 SSEC Solar Cell Shipment(MW) Revenue(M$)and Growth Rate 145
Figure 2006-2012 Chinalight Solar Solar Cell Shipment(MW) Revenue (M$) and Growth Rate 149
Figure 2005-2012 Tianjin Jinneng Solar Solar Cell Shipment(MW) Revenue (M$) and Growth Rate 153
Figure 2006-2012 Hainan TianJu Solar Cell Shipment(MW) Revenue (M$) and Growth Rate 157
Figure 2005-2012 Shenzhen Trony Science Solar Cell Shipment(MW) Revenue (M$)and Growth Rate 161
Figure 2006-2012 Yunnan Zhuoye Solar Solar Cell Shipment(MW) Revenue (M$)and Growth Rate 165
Figure 2005-2012 ZL-Solar Solar Cell Shipment(MW) Revenue(M$)and Growth Rate 168
Tables:
Table 2005-2012 Jiangsu Hebei Zhejiang etc Region Solar Cell Shipment(MW) 6
Table 2005-2012 Wuxi Suntech etc 22 Manufacturers Solar Cell Shipment(MW) 8
Table 2005-2012 Crystal Silicon Amorphous Silicon Solar Cell Shipment(MW) 12
Table China 125mm 156mm Solar Cell Shipment(MW) and Market Share 14
Table Mono-crystal cell price sample 14
Table 2005-2012 Jiangsu Hebei Zhejiang etc Region Solar Cell Shipment(MW) and Revenue(M$) 17
Table 2005-2012 Wuxi Suntechetc22 Manufacturers Solar Cell Shipment(MW) and Revenue(M$) 19
Table 2005-2012Crystal Silicon Amorphous Silicon Solar Cell Shipment(MW) and Revenue(M$) 23
Table 2005-2012 Global and China Solar Cell Shipment (MW) and Revenue(M$) 24
Table 2005-2012 China Solar Cell Total Capacity/Shipment (MW) and Capacity utilization 25
Table 2005-2012 China Amorphous Silicon Solar Cell Total Capacity/Shipment(MW) and Capacity utilization 26
Table 2005-2012 China Crystal Silicon Solar Cell Total Capacity/Shipment(MW) and Capacity utilization 26
Table 2005-2012 China TOP10 Manufacturers Solar Cell Total Capacity/ Shipment (MW) and Capacity utilization 27
Table Wuxi Suntech etc 8 Public companies IPO information(IPO price, Shares etc)List Table 29
Table Wuxi Suntech etc 8 Public companies Share Prices changing and their reasons 30
Table Wuxi Suntech etc22 Manufacturers Profit Margin List 30
Table 2005-2012 China Solar Cell Demand Supply Shortage(MW) List Table 31
Table Normal Solar Cell Manufacture Process Steps and Equipments 32
Table Some Solar Cell Equipment Suppliers Product Characters and Market Position 33
Table 2006-2012 China Yearly Increase Solar Cell Product Lines(25MW)and Equipment Purchase Value 34
Table 2006 China Solar Cell Manufacturer Raw Material Purchase Channels and Proportion 35
Table China Solar Silicon Wafer Pilysilicon Suppliers List 35
Wuxi Suntech(STP)
Baoding Yingli Solar (YGE)
JA Solar(JASO)
China Sunergy (CSUN)
Jiangsu Solarfun (SOLF)
Shanghai Topsolar
Ninbo Solar
Trina Solar(TSL)
Canadian Solar(CSIQ)
Jiangyin Jetion
Sunowe Photovoltaic
Shenzhen Topray Solar
Jiangsu Tianbao-PV
UL Solar
Yunnan Tianda
SSEC
Chinalight Solar
Tianjin Jinneng Solar
Hainan TianJu
Shenzhen Trony Science
Yunnan Zhuoye Solar
ZL-Solar
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