Silicon
April 11, 2013
First Solar (FSLR) We have been bearish on First Solar for some time as we felt that the company’s thin film technology is no longer competitive […]
October 16, 2012
Updated on: 22/6/2016 Chaori Solar was the first company in China to undergo the first bond default and filed for bankruptcy in July 2014. GCL-New Energy […]
August 22, 2012
Sharp Solar Panels There have been hundreds of solar bankruptcies in the last couple of years as solar panel prices have gone down by almost 65% […]
July 18, 2012
75% of Solar Panel Companies to Disappear in 5 years as a Common Industry Technology Roadmap appears
Solarbuzz which is one of the solar industry’s leading research agencies has come out with some predictions on the Solar Industry for the next 5 years. […]
July 12, 2012
Cadmium Tellurium Thin Film Solar Technology championed by thin film solar panel leader First Solar is set to become a victim of capitalism’s creative destruction as […]
July 2, 2012
Solar Energy Investment in Solar Energy sector jumped by more than 50% y/y to around $150 billion in 2011 with solar projects being built frantically in […]
February 23, 2012
China which is the world's largest provider of solar panels made from crystalline silicon is seeing a large number of smaller polysilicon companies go bankrupt or stop production. The reason is that for many of the smaller companies the price of polysilicon is $25-30/kg while the costs are $40-50/kg .This means that the smaller companies are making massive losses with the production of each kg of polysilicon. Note Polysilicon is a commodity industry like the memory industry and goes through periodic ups and downs when prices can go much below costs. In recent years a large number of companies set up polysilicon plants to benefit from the massive growth in the solar panel demand in Europe. However a massive glut in 2011 led the prices to fall across the supply chain of silicon solar panels. Poly prices fell from a high of $100/kg to $25/kg a drop of almost 75% in one year. This has made many of the smaller poly plants in China stop production as the price is below variable costs. The bigger producers like GCL , Renesola and Daqo have lower costs at around $25-30/kg which means they are breaking even . However for smaller companies the situation is dire as massive capacity expansion by the top polysilicon producers will continue in 2012 keeping prices at around the same level.
January 4, 2012
Smaller Polysilicon producers with small sizes and higher costs are going bust almost everyday.With poly prices falling below $30/kg even bigger producers with inefficient plants like MEMC have been forced to curtain capacity.The smaller poly producers with 2000-3000 tons capacity have virtually no future.With poly expansion still taking place by big producers even in an oversupplied market the small fish are having the capitulate.
July 6, 2011
Polycrystalline silicon or Polysilicon( poly-Si or "poly") is a material consisting of multiple small silicon crystals.The difference between Silicon Metal and Polysilicon is that Poly is highly pure form of silicon and is much costlier.Polycrystalline silicon can be as much as 99.9999% pure (also known as 4N pure,the 4 denotes the number of 9s after the decimal point).Polysilicon was primarily used by the semi industry till 5-6 years ago and the electronic industry used 9N pure polysilicon.The Solar Industry which has become the main user of polysilicon nowadays can do with 6N pure poly.
Polysilicon is refined to single crystal polysilicon before it can be used by the semiconductor industry.However solar cells can be made even from multicrystalline polysilicon.Monocrystalline solar cells on the other hand are made of single crystal polysilicon and have higher efficiency than those made from multicrystalline polysilicon.Polycrystalline cells can be recognized by a visible grain, a “metal flake effect”. Semiconductor grade (also solar grade) polycrystalline silicon is converted to "single crystal" silicon – meaning that the randomly associated crystallites of silicon in "polycrystalline silicon" are converted to a large "single" crystal.
July 6, 2011
Sun Power is the largest source of light in the is universe. It helps in providing food & oxygen for us, where sunlight is captured by plants in the process of photosynthesis. It helps maintaining the environmental balance by the continuous formation of vapours & condensation as rains. On a bright, sunny day, the sun's rays give off approximately 1,000 watts of energy per square meter of the planet's surface. If we could collect all of that energy, it could easily power our homes and offices for free. Other than these natural benefits, that the solar energy provides, it has many commercial usage too. Countries like Germany generate almost 20 GW of power from the Sun. Italy, Spain & Japan too generate a lot of electricity through the sun. Some of the smaller European countries like Czech,Belgium too are generating lots of solar energy through proactive Green policies.The bigger countries in the world like USA,China and India are slowly realizing the potential of Solar Energy and are rapidly increasing the amount of Solar Energy products. Solar Energy despite many years of development is not used in the generation of Electricity due to its higher costs.However that is going to change as Solar Energy is the only form of Energy whose costs are continuously declining compared to other forms of Energy.
July 6, 2011
Assemblies of solar cells form solar panels. The raw material in solar cell- silicon in its purest form makes an ideal neutral platform for the transmission of electrons. Silicon also has some atomic-level properties which make it even more attractive for the./ creation of solar panels. Solar panels receive sunlight and actively convert that energy into electricity. The solar cells have a large area p-n junction diode which convert the energy from sunlight into usable electrical energy. The basic principle behind the procedure is Photovoltaic Effect, photo = light, voltaic = electricity ie. conversion of sunlight into electrical energy
April 17, 2011
Silicon for Solar Cells that are used to make the normal crystalline solar panels is known as Polysilicon.This is a highly purified form of the Silicon Metal that is mined.Note Polysilicon is made through chemical processes which help in purifying the raw silicon and removing the impurities.The Silicon that is used to make Silicon Cells is also used to make semiconductor wafers which is the raw material for the Electronic Industry.Solar Cells require slightly lower purity of 6N compared to the higher 9N required by the Semiconductor Industry.Once Polysilicon is produced it has to be made into flat wafers which require further industrial processes like pouring the metal in crucible to make ingots and then cutting the ingots by wiresaws to make solar wafers.The solar wafers are then converted into solar cells by processes like diffusion,etching etc.
March 2, 2011
Polysilicon or refined silicon is the raw material behind most of the world's consumer electronics.Polysilicon is used to make both solar and semiconductor silicon wafers.Silicon wafers are used in making chips which are used by the Intels and Samsungs of the world while Solar Wafers are used in making solar crystalline panels used in generating electricity from the sun.Most of the world's major solar energy companies used c-Si Technology in making solar panels.Polysilicon is an energy intensive process which requires cheap electricity.The polysilicon is produced mostly in the western countries like Japan,USA and Germany now.However the rise of solar panel producers in Asia has given rise to large volume Asian producers of polysilicon as well.Note Polysilicon production is concentrated in the hands of 8-9 companies unlike solar panel production which is done by hundreds of companies.This is a capital intensive process and requires around 2 years to complete a single plant.Semiconductors require higher purity levels of Polysilicon than the solar industry.The massive increase in demand from the solar industry has led to massive growth in poly production.Here are a list of the main polysilicon companies in the world