Global Photovoltaic Solar Silicon Material Market Analysis
Apr 25, 2022
When it comes to the market structure, the most vivid expression of data is the market share.
For example, in 2020, according to the statistics from the Photovoltaic Industry Association, in the segmented industry chain upstream of silicon materials, the market share probably shows that the troika is in the first camp. At the end of 2020, Weiwei shares and Tongwei shares have a production capacity of 80,000 tons of photovoltaic silicon materials.
In addition, GCL-Poly has a similar production capacity, which also reached 80,000 tons, or even slightly more. The third is Xinte Energy. Although Xinte Energy said that it will only have about 80,000 tons in November 2020 35,000 tons has just been put in place, but in any case by the end of 2020, the production capacity of these three companies will reach 80,000 tons of silicon material, which is in the first echelon.
The market share of these three companies in the entire global market has reached such a scale of 14%. This is at the end of 2020. After these three companies, there are two other companies that are chasing after them. One of them It is Daquan New Energy. Daquan New Energy is currently listed on the US stock market. Its production capacity of silicon materials has reached 70,000 tons. It should be said that the difference is not big. The market share of Oriental New Hope's 60,000 tons is roughly 10%, and the market share of Daxin Energy's 70,000 tons is roughly 12%.
On the whole, we can analyze from the data that the scale of the entire silicon material in 2020 is a scale of 590,000 tons and 600,000 tons. Correspondingly, if it is converted into the future installed capacity of photovoltaics, it is about 170GW. According to the disclosed plans of various silicon material companies to expand their production capacity, it is expected that by 2022, the scale of the new installed capacity of the market that can be brought by the entire silicon material subdivision track will increase to 300GW.
I think it will be helpful for us to pay attention to these leading companies in the market by understanding the pattern of enterprises. In addition to the pattern of these markets, you should also pay special attention to the difference in the cost of each company. It should be said that Tongwei shares The cost is the lowest among all the leading companies in the competitive landscape just mentioned.
