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[非券商报告] PV Polysilicon and Wafering Industry – Supply Chain and Market Updates [推广有奖]

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zhang8211jie 发表于 2013-1-10 16:32:52 |AI写论文

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PV Polysilicon and Wafering Industry – Supply Chain and Market Updates

The polysilicon mkt is very large at $12B in 2011.
Large unit volume growth over the past five years. At the same time, prices have dropped tremendously from the highs of 2008 impacting revs.
2012 is expected to decline substantially and from 2013 on, the markets are forecast to grow on more stable prices and higher shipments.

Polysilicon ramped capacity has grown extremely fast over the past six years.Capacity in 2012 is 10X what it was in 2006. 20% Y/Y growth in 2013: still a very large 80K tons/year new capacity!Production is (ramped capacity) – (factory utilization) – (yield loss).Production follows a similar trajectory as capacity, but is a lower value.……

PV Polysilicon and Wafering Industry – Supply Chain and Market Updates.pdf (1.17 MB, 需要: 2 个论坛币)


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关键词:Supply Chain polysilicon Industry silicon updates 光伏 多晶硅 单晶硅 切片 行业分析

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fanchuanjing(真实交易用户) 发表于 2015-4-2 09:09:37
学习一下了

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zhang8211jie(未真实交易用户) 发表于 2016-3-12 20:25:33
fanchuanjing 发表于 2015-4-2 09:09
学习一下了
看到你在我的几个文件里都学习了,祝你能有所收获

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