Discussion and suggestions on the development direction of the polysilicon industry
Thread Content
Polysilicon is currently in high demand; despite the severe fluctuations experienced in 2009, the shortage of polysilicon at the end of 2010 once again pushed it to the forefront! Polysilicon is currently the best method for storing energy and increasing its value, just like when we deposit money in a bank and withdraw it back after a year along with interest. Polysilicon also allows us to store electricity generated from coal, wind, nuclear, hydro, and other sources in silicon wafers. This makes it easier to transport the electricity, reduces the costs associated with building power grids, and enables the production of more electricity. These are the advantages of the polysilicon industry. Moreover, the employment opportunities and industries it creates are immeasurable, making it particularly suitable for a labor-intensive production model like that of China. Looking at the development of polysilicon in recent years, it is clear what the foreign countries’ strategy is: they sell their technology and equipment at high prices to developing countries such as China, and then use that money to buy back the silicon wafers they produce. In this way, they keep their environment clean, leave the pollution to others, and allow us to supply them with clean energy at low costs. This is actually a trap set by the rich for the poor. Currently, China is making great efforts to develop polysilicon, but there is insufficient development at the end-user level. **Has it not yet been realized, or has no action been taken, to keep energy within the country? Therefore, solar power generation should be vigorously developed, silicon wafer exports reduced, polycrystalline silicon technology improved, and pollution minimized.
Currently, the polysilicon industry in China is developing rapidly. With the rise of domestic leaders such as GCL System Technology, new models and guidance have been provided for this industry. The exorbitant profits in the polysilicon sector during the early stage led to little communication within the industry; everyone kept secrets from one another, and basic mistakes were repeated over and over again – this is exactly what foreign companies would like to see! At present, with the progress and development of large-scale reduction furnace technology in China, this technology has now surpassed that of foreign countries. Therefore, large-scale reduction furnaces represent the direction for the development of polysilicon in China, as they result in significantly lower energy consumption; moreover, the use of hydrogenation technology enables a closed-loop system, further reducing costs. So **the direction of control is correct, but a unified industry integration is needed**.
China is characterized by survival of the fittest, which is why there is excessive investment. In this new industry, a moderate level of overcapacity is actually a good thing. But the reality is indeed a rush to get in. Low-level redundant construction.
China is characterized by survival of the fittest, which is why there is excessive investment. In this new industry, a moderate level of overcapacity is actually a good thing. But the reality is indeed a rush to get in. Low-level redundant construction.
The lack of **uniformly managed polysilicon is similar to the situation in the color TV industry back then; things will only improve once larger companies emerge. However, silicon thin-film technology is developing very rapidly. I wonder if polysilicon will soon become a declining industry. Technological progress is cruel.
Yes, the amount of polysilicon required for thin-film technology **has decreased**