subject: 2007 Deep Research Report On China Solar Cell Industry --- Aarkstore Enterprise [print this page] According to the data from Deep research report on China solar cell industry in 2007 Solar Cell Shipment was 400.9 MW in 2006,compared to 118.7MW in 2005, it got an increase of 237.74%, and in 2007, this figure reached 1021.5 MW,and the increase was 154.8% . In China, solar cell revenue was 1251.4 Million US dollars in 2006,compared to 343.3 Million US dollars of 2005, the increase was 264.5%,and in 2007, this figure reached 3188.6 Million US dollars, the corresponding increasing rate was 154.8% . About selling price: in 2006, the solar cell selling price is 3.12 US dollars/W in China, compared to 2.89US dollars/W in 2005, the increase was 8% ; while in 2007, it remained the same, and the price will slowly drop after 2008. About the utilization rate: the total solar cell utilization rate of China is 27.36 in 2005, 34.24% in 2006, and about 41.61% in 2007, 76.99% in 2012; the low utilization during 2005 and 2006 mainly because: first, the expansion of solar cell manufacturing capacity is too fast; second, the shortage problem of solar cell raw materials (wafer or polysilicon) is very serious. About the net income margin: in 2006, almost all the companies got profits; while in the first half year of 2007, the situation was not good, the lost companies increased, and some companies got lower profit margin, and this mainly due to the slow increasing demand of downstream and serious competition of solar cell industry in China. About the solar cell equipment: although the homemade solar cell equipment has made great progress, the major equipment (such as diffusion furnace PECVD, sintering furnace, screen printer etc) mainly relies on the imports, and in facts, the cost of imported equipment almost reaches 2/3 of the total. However, for the local equipment is cheap and its technology has grown more and more matured, therefore, its market share will become more and more About the raw materials: the shortage of wafer and polysilicon is the main reason of low utilization rate, what is more, the high price of raw materials is also another important reason for the slip of profit margin. The better raw materials suppliers (such as Hebei Jinao) can make huge profits, while the others face the serious market competition. About the downstream demand: more than 50% of cell companies also produce module, in most cases, it will use its own module, and it will not be sold to others directly. And there are still some cell manufacturers also selling their products to local clients, according to the data from QY Research; there are only 3% of solar cell sold to the oversea in 2006 and 2007, and the module capacity is bigger than that of cell. For the development of cell always keeps on pace with module, therefore, their relationship between supply and demand keeps in good balance, maybe the wafer is a bit more shortage, but it still could meet the demand. The products of low utilization rate will be dealt with low price. In a word, capacity, shipment and revenue of solar cell all keep at a rapid increase, the average increasing rate will be 40% or more, which is higher than that of the global market. Though the selling price and net income margin all have went down, there are still some better market perspectives: large scale production, abundant raw material suppliers, plenty of orders and so on. As the market demand increased slowly, which made some companies lost and others got lower income margin. Generally, the whole industry is in the adjusting period, and industry conformity may exist. However, the trend of solar cell industry is capacity expansion and looking for cheap materials. Solar energy as a renewable energy and lots of downstream products (such as solar lamps) have huge market no matter today or in the future, in a word, solar energy business will have a bright future as it is one of the best renewable energy instead of traditional energy. Deep research report on China solar cell industry in 2007 is a report mainly about China solar cell industry chain, the solar cell upstream industry will be concerned:wafer or sources of polysilicon raw materials,equipment(diffusion furnace PECVD, sintering furnace, screen printer etc),washing and analytical instruments. Solar cell industry contents are:solar cell supply, shipments, sales, demand, price, revenue, profit margin, capacity, expansion and products distributions and so on;Downstream contents: market demand of solar cell,downstream clients,regional revenue and market share. Through the detailed survey and research of the solar cell industry chain, the report can present a deep and excellent introduction about China solar cell industry and provide an alternative of strategy planning for investors.
