1、Poly-Silicon Development and Trends in Europe,China PV Industry and Poly-Silicon ConferenceChina New Energy Chamber of Commerce June 26,2008Frank Haugwitz,Russia Nitol Solar,Nitol Solar Limited(first Russian Co.)Siberia,Irkutsk regionSchedule and Production Capacity Phase 1:By 2009/3,700 mtCurrent c
2、ontracts USD 1,5 Bill until 2015,France Silicium de Provence,France Silicium de Provence,Announcement:August 2006Partner:Econcern and Solon(JV-SOL),Photon Power Technologies(EDF)Location:Saint Auban(Provence)Technology:SiemensSchedule and Production Capacity:Phase 1:2010/4500 mt/a Phase 2:?/9000 mt/
3、a,Spain Silicio Energia,Silicio Energia S.A.consists of Endesa,Isofoton,Andalusia Govt.Investment:250 Mio.Technology:Siemens Constructed by CentrothermSchedule and Production CapacityPhase 1:1Q/2009/2500 mt/aSupply the Spanish PV Industry,Italy-Silfab,Italy-Silfab,Silfab Co.(first Italian start-up C
4、o.)Location:Borgofranco dIvrea Technology:SiemensSchedule and Production Capacity Phase 1:3Q/2009/2500 mt/aPhase 2:4Q/2010/5000 mt/aAim:Provide 9N solar grade poly-silicon with zero environmental impact!,100%of first 2500 mt are already booked!,Silfab Co.(first Italian start-up Co.)Location:Borgofra
5、nco dIvrea Technology:SiemensSchedule and Production Capacity Phase 1:3Q/2009/2500 mt/aPhase 2:4Q/2010/5000 mt/aAim:Provide 9N solar grade poly-silicon with zero environmental impact!,Italy-Estelux,Estelux Co.(Italian start-up Co.)Location:Ferrara Investment:360 Mio.Technology:SiemensSchedule and Pr
6、oduction Capacity:By 2010/4000 mt/a,Norway Elkem Solar,Norway Elkem Solar,Location:Elkem Fiskaa in KristiansandNew Tech.:Lower Power Consumption and no transition to silane gas below USD 20/kg based on Solar-grade silicon from metallurgical silicon,Norway Elkem Solar,Investment 3,1 3,5 Billion NOK P
7、rod.-Cap.5000 mt/a First shipments by 4Q/2008100%sold to Q-Cells&another player until 2012,Norway-REC,REC Co.3 Locations in USASiemens Tech.Scenarios until 2015 estimates an annual prod.-cap.of 45,000 mt,The Netherlands The Solar Mine,The Netherlands The Solar Mine,The Netherlands first Silicon Plan
8、tLocation:Sittard/Geleen Sept.2007:400 Mio investment Technology:Siemens Schedule and Production CapacityPhase 1:4Q/2010/4000 mt/a Mid-Term Target:9000 mt/aLong-Term Target:14000 mt/a,Germany/The Netherlands,JV Scheuten Solar with SolarWorld Scheuten SolarWorld Solizium GmbHTechnology:Metallurgical
9、prod.processLocation:Freiberg,GermanySchedule:2010Capacity:1000 mt/a Main driver:Self supplier,Germany-Solarvalue AG,Germany-Solarvalue AG,Production Facility in Ruse,Solvenia Existing infrastructure helps to reduce time and costs,i.e.no greenfield investment,60 specialized staffTechnology:Solar-Gra
10、de Silicon from metallurgical siliconTarget to produce sgs for 20/kgSchedule and Production Capacity By 2009/4400 mt/aLong-term goal to be full vertically integrated,Germany-PrimeSolar,HQ in Australia Invest in Germany due to favorable fiscal incentives,incl.up to 50%non-refundable grants from the S
11、tate Government of Saxony-Anhalt and the Federal Government of Germany Location:near Leipzig,East-Germany Technology:Metallurgical SiliconSchedule and Production CapacityPhase 1:2Q/2010/5,000 mt/aPhase 2:2011-2012/10,000 mt/a,Germany JV of Degussa&SolarWorld,Joint Solar Silicon GmbH&Co.KG(JSSi)Locat
12、ion:Rheinfelden/GermanyA novel production process-manufacture solar silicon from silane gas-only 10%of the energies used to date in other prod.process Schedule and Production Capacity In 2008/850 mt/a,Germany PV Crystalox,Germany PV Crystalox,PV Silicon AG2007/05 decision to set-up poly-silicon plan
13、tLocation:Bitterfeld,GermanyInvestment:80 Mio.Technology:Siemens,but reduced complexitySchedule and Production Capacities2009/900 mt/a2011/1800 mt/a Existing plant has space to double production cap.Driver:Secured supply,keep cost low,Germany-Wacker,More than 50 years of experience Germanys largest
14、producer/No.2 worldwide with global market share of approx.20%500 Mio investment to rise present production capacity 10,000 mt/a to 22,000 mt/a by 4Q/2010 80%already sold until 2010 70 Mio for each 1000 mt/capacityLong-term supply contract on average 10 years with a prepayment of 10/kg,Germany-Wacke
15、r,2000 2006 cost reduction of 46%achievedEst.below 100 kWh/kg produced(est.energy input by newcomers may double that amount)Fluidized bed reactor(disposition of silicon)technology for granular polysilicon available 3Q/2008 with 650 mt/a capacity20 kg of recycled silicon tetrachloride(trichlorsilane)
16、will lead to 1kg high-purity silicon and 19 kg by-products,Germany Schmidt Solar Technology,JV in Kazakhstan Investment:150 Mio.,Aim:Fully vertically integrated PV company!,Germany Schmidt Solar Technology,Announcement:3Q 2007Location:Bitterfeld,East GermanyTechnology:Schmid Solar TechnologyInvestment:300 Mio.Schedule and Prod.Capacity:4Q 2009/2000 mt/a 1000 mt Cluster Strategy:Potential to extend to 6000 mt/a Sunways announced to invest in 1000 mt/a,Outlook-Poly-Sil.Prod.-Cap.,Summary,Investmen
