2012 global polysilicon production capacity oversupply

According to the Taiwan International Solar Photo Forum and Exhibition, participating manufacturers such as Taiwanese manufacturers Maodi, GCL-Poly GCL and OCT analyzed the future development. From the perspective of supply and demand, in 2012, polysilicon was still in oversupply. year. However, with continuous production capacity, the decline in polysilicon prices is a foregone conclusion, but major manufacturers still dominate the market.

2012 will be a difficult year for the polysilicon industry. In terms of capacity, GCL-Poly GCL and OCI forecast production capacity of 65,000 tons for the fourth quarter. The two polysilicon production capacity will basically meet the demand of 20GW next year, plus the next year's market demand forecast is also about 20GW. Polysilicon production capacity will be a serious surplus next year.

According to the latest price quotes, polysilicon, silicon epitaxial wafers, and batteries all show a downward trend. From EnergyTrend's point of view, in the future, manufacturers of upstream polysilicon and silicon epitaxial wafers will face strong challenges from GCL, while the companies facing disadvantages in capacity and capital strategy will face more severe challenges. In terms of downstream battery manufacturers, the first-tier manufacturers currently collaborating with GCL should be assisted by GCL, but the remaining small and medium-sized manufacturers will determine whether they can get the same price as the first-tier manufacturers, depending on the conditions they provide. .