The domestic production of polysilicon is expected to be 800,000 tons, with overseas production reaching up to 100,000 tons, for a total of 900,000 tons
Thread Content
Industry analysts predict that by the end of 2022, domestic production of polysilicon is expected to reach 800,000 tons, while overseas production will be at most 100,000 tons, for a total of 900,000 tons. It can basically meet the requirement of over 250 GW in installed capacity, and can even reach 270 GW. If the domestic installation demand is 100 GW and the overseas demand is around 200 GW, then an installation capacity of over 270 GW will exceed the supply capacity of the entire silicon material sector. Since component prices abroad are more acceptable, these prices will remain at a high level; however, this may affect manufacturing in domestic markets. In 2023, the production capacity of silicon materials is expected to exceed 2 million tons, with the actual amount produced likely to be around 1.5 million tons. Based on a calculation of 1.5 million tons, it can meet the capacity requirement for 350 GW of photovoltaic installations. In 2023, the global installed capacity is expected to be 350 GW, with China accounting for around 120 GW.
China is a major producer of polysilicon, but it has not yet become a leader in the field of polysilicon-based devices and finished products; therefore, efforts need to be made in the development and manufacturing of such finished products. Additionally, to address the potential overcapacity in polysilicon production, it is necessary to shift quickly toward monocrystalline silicon and focus on high-end products and markets. The photovoltaic industry is not necessarily saturated, but China’s market capacity is limited; products can be exported to the Arabian Peninsula and to Africa.
What you said makes sense. First, several companies are now focusing on monocrystalline silicon, such as Daquan. Second, the replacement of traditional energy sources with new ones is definitely a trend these days; the major oil companies are installing photovoltaic systems on a large scale. Third, in terms of electronic integration, there are still shortcomings, as you mentioned
The production capacity for polysilicon material is still in excess. The spring of trichlorosilane is also coming to an end, and the cold winter is about to arrive again
In 2023, the global installed capacity is expected to be 350 GW, with China accounting for around 120 GW