Several deep silicon wafers will join訊習 hands, and the other profound implic那森ation is that they hope to空哥 grab more component manufacturers and下通 power station customers from 少老polysilicon manufacturers.

The main components of the快了 photovoltaic industry chain技吃 are polysilicon, silicon chip, pull r錯花od, slice, battery, component and po數明wer station construction. At pr兒書esent, more than 70%妹來 of the domestic silicon w厭刀afer industry is held看愛 by polysilicon chips. A large numbe舞媽r of customers, Lungi shares similar 購村battery kamudanke such silico子這n manufacturers are concentrated in ov會訊erseas. This is mainly beca路文use overseas customers have higher qual文算ity requirements and p技章rice sensitivity than domestic custo志不mers and domestic monocrystalli校海ne silicon manufacturers hope to have 著票shorter account periods (overseas c鐵白ustomers' accounts are shorter 老票than domestic customers).

The reason why dome也服stic battery factories pre他拍fer polysilicon wafers is that t議新he standard of monocrystalline si報書licon is not as simple as 刀樂that of polysilicon wafer, and the ove城船rall price of monocrystalline silicon w校冷afer is higher than that o裡學f polysilicon wafer. Li Zhenguo筆科 said that generally, t日信he price of the same type of single草費 crystal silicon may be 20% high西雪er than that of polysilicon視國 wafers, while the silicon 森多wafer is 3% to 5% higher th嗎購an that of the latter, so the d湖媽omestic component manuf事志acturers are more willing to choo空我se polysilicon wafers.

More importantly, unlike overseas裡劇 battery and component factories, 樹對a large number of domestic co湖做mponent manufacturers also own the ca子慢pacity of polysilicon wafers. They見請 need to digest their upstream 了學silicon production capacity. Wh服好ile selling their own components, thes中山e component factorie問站s are also willing to recommend cheaper著一 polysilicon modules t視麗o customers, including Yingli Green民樂 energy, Trina Solar and Yuhui sun快區shine.

"The concern is that a large number o友山f domestic component manufacturer海資s are also planning to expand productio弟好n next year, so the demand for poly農腦silicon chips will b朋長e further increased." Guotai Junan p嗎務hotovoltaic industry analyst Hou W月國entao said, "in the past ther件電e are some components or battery ma見兵nufacturers in Europe to supply overse訊短as, they are also very convenient; bu白喝t now with the whole低舊 cell and module manufacturing上靜 capacity increasing, some overseas bat為小tery components, the com聽家pany may entrust domestic OEM in數影 the future, then it will make the會知 enterprise of monocrystallin低術e silicon the loss of some customers器票." For example, Cam Danker, wi得雜th 77% of its total r著化evenue in 2012, came from customers in大內 Philippines and Malaysia.

Li Zhenguo said that the reason why ov理錢erseas customers prefer t厭老he single crystal silicon wafer wi兒亮th higher price is that 少些the power generation e術都fficiency of monocrystal你歌line silicon wafers and the友日 overall investment retu票笑rn rate of power plants are all higher 拿輛than those of polysilicon wafers. The 相男P and N single crystal cel身相ls made by monocrystalline silicon waf書綠ers are sold at 23% and 2山刀7%, while polycrystalline batteries a業民re up to 20%. But domest些照ic customers consider more關喝 about one-time low-cost對我 procurement. "Therefo慢師re, we need to offer produ國議cts that are uniform, ef司街ficient and priced, 風看to choose from custom答做ers. Of course, it will take a certain 現暗time to let customers at h從章ome and abroad accept our positioning南兵 products. "