Cast-mono wafer production forecast to reach 2.4-GW in 2012
March 27, 2012 // Paul Buckley
PV polysilicon and wafer prices fell approximately 50% in 2011 with demand for solar systems forecast to be down or flat in 2012. Polysilicon and wafer prices are expected to remain under heavy pressure.
As a result, revenues for both industries are predicted to shrink, polysilicon by 35% and wafer by 47%.
The new NPD Solarbuzz Polysilicon and Wafer Supply Chain Quarterly pinpoints significant oversupply of both polysilicon and wafer production is causing less competitive manufacturers to temporarily idle or shutter factories and reduce utilization. Polysilicon factory utilization is forecast to fall from 76% in 2011 to 66% in 2012. Wafer utilization is forecast to fall from 64% to 57%.
In the challenging market, cast-mono is emerging as an important strategy for wafer and vertically integrated module makers, particularly in China, to increase competiveness. The technology enables hybrid mono/multi-crystalline ingots to be grown in high productivity conventional multi-crystalline DS casting furnaces at lower costs than Cz grown mono ingots.
“Chinese manufacturers know they need to increase conversion efficiencies in order to remain competitive in the oversupplied market. They see cast-mono as a low-cost approach with relatively low technical barriers to achieving this goal,” said Charles Annis , Vice President at NPD Solarbuzz.
Commercial production of cast-mono wafers and modules began in 2011. This year, cast-mono is predicted to account for 2.4 GW, or about 8%, of total PV wafer production. Based on survey results detailed in the report, cast-mono production is forecast to grow steadily and to account for more than 25% of all wafer production by 2016.
“Many leading Chinese manufacturers are very optimistic about cast-mono, but there are still multiple technical and commercial challenges, such as the wide range of efficiency distributions and the non-uniform appearance of modules, which need to be resolved before the technology can fully achieve its promise of higher efficiency at lower costs. In 2012, we will see how the end market receives a strong supplier push of cast-mono,” added Annis.
Figure 1: Polysilicon and PV Wafer Industry Revenues
Source: NPD Solarbuzz Q1’12 Polysilicon and Wafer Supply Chain Quarterly
Visit NPD Solarbuzz at www.solarbuzz.com
Trinamic's stepper motor package gets you started
August 29, 2014
This month, Trinamic Motion Control is offering you to win one of four TMCM-1043 development kits for its highly integrated, ...
Winged parcel delivery: Google's way
Two-inch Super AMOLED display fits Samsung smartwatch plans
Dutch startup shrinks 60GHz radars, increases precision
Google glass: App measures facial expression
Forget iPhone: 4 megatrends in China’s smartphone market
August 28, 2014
Touch Taiwan, an international touch-panel and optical film exhibition that opened here Wednesday, is exposing some of Asia’s ...
Foldable AMOLED features interactive touch control
Lantronix to fill digital classrooms' printing gap with PAL programme
Circular P-OLED display gives wearable device classic style
- Power Modules: The New Super Power
- Digital Power Management Reduces Energy Costs While Improving System Performance
- Using RF Recording Techniques to Resolve Interference Problems
- How to Protect & Monetize Android Apps
InterviewCEO interview: Tronics' Langlois makes moves in MEMS
Pascal Langlois has been CEO at Tronics for nine months. He discusses plans for the company and directions for the complex and diverse MEMS technology sector.
Filter WizardCheck out the Filter Wizard Series of articles by Filter Guru Kendall Castor-Perry which provide invaluable practical Analog Design guidelines.
Linear video channel
READER OFFERRead more
This month, Trinamic Motion Control is offering you to win one of four TMCM-1043 development kits for its highly integrated, NEMA 17-compatible TMCM-1043 stepDancer stepper motor module.
Offering designers an easy-to-use PC-based GUI that allows one-click modification of motor drive current, micro-stepping and other key parameters, the intuitive kits are custom designed and developed for...Read more
December 15, 2011 | Texas instruments | 222901974
Unique Ser/Des technology supports encrypted video and audio content with full duplex bi-directional control channel over a single wire interface.