Summary
According 2008 China Solar Grade Wafer or Ingot Industry Research Reportvdata, 2007 China solar wafer shipment was 1049.7MW increased 146.8% than 425.4MW in 2006. 2008 China solar wafer shipment will reach 2092.6MW increase 99.4% than 2007. and China solar wafer shipment will keep high increasing in the coming years as great demand of China cell or module manufacturers.

180um wafer will become welcome in 2008H2, but will not become the key thickness before 2012

6inch (125 125) and 8inch (156 156) size solar wafer will be the key size in the coming years and 156 156 own more market share since 2008

China Multi-crystalline solar wafer shipment will more than Mono-crystalline solar wafer in year 2008 and both multi-crystalline and mono-crytalline will increase at a high speed.

China solar wafer price will congtinue going down since 2007, but will not decrease very fast as wafer shortage will also continue before 2012.

China solar wafer gross margin high as 30% in 2007 and will not less than 20% in 2012. High gross margin attracted more and more new comers and also speed up large wafer manufacturers expansion steps. According the conclusion, anyone who own good raw materials (polysilicon) will get good return on solar wafer manufacturing before 2012.

2008 China Solar Grade Wafer or Ingot Industry Research Report was published Solar Energy Research Center in Apr 2008. It a professional and depth research report on China solar ingot or wafer industry chain. In the report, the following information will be included:

China ingot or wafer (mono-crystalline and multi-crystalline) manufacturing process and related technology information;
2005-2012 China solar ingot or wafer Manufacturers capacity, production and expansions
Market share by manufacturers by regions by technology (Mono, Multi) by size (6inch 8inch) by thickness (200um 200um 220um  220um etc)
China Building or planning ingot or wafer new projects and related information about these new comers
2005-2012 China solar ingot or wafer supply demand and shortage
China solar wafer Cost Price Value and gross Margin
12 items (such as revenue production technology shareholders customer contacts etc) of each manufacturer (more than 20 ingot or wafer manufacturers)
Raw materials sources or long term contracts of each manufacturer
DSS or Puller furnaces Cutting Equipments (wire saws etc) sources and number of each manufacturer
Customers and long term sales contracts of each manufacturer
Solar Wafer or ingot industry development trend (2008-2012) and related conclusions

Table of Content:

1. Introduction 1
1.1 Purpose and Scope 1
1.2 Methodology 1

2. Solar Grade Wafer Industry Executive Summary 4
2.1 2007 and 2008 Wafer or Ingot Industry Overview 4
2.2 Wafer/Ingot Manufacturer Shipments 7
2.2.1 Regional Shipments 7
2.2.2 Shipments by Manufacturers 8
2.2.3 Shipments by Technology (Mono and Multi-crystalline Wafer) 11
2.2.4 Shipments by Size (6inch 8inch etc) 14
2.2.5 Shipments by Thickness (200um 220um etc) 15
2.3 Revenues 16
2.4 Average Wafer Price(ASP) 17
2.5 Manufacturing Capacity 17

3. Shipment and Revenue 2005-2012 19
3.1 Shipment and Revenue by Region 19
3.2 Shipment and Revenue by Manufacturer 21
3.3 Shipment and Revenue by Technology 22
3.4 Shipment and Revenue by Worldwide and China 23
3.5 Market Outlook 2008-2012 24

4. Wafer Selling Price 25
4.1 History and Development Trend of Wafer Pricing 25
4.2 Long Term Contract Selling Price 26
4.3 Downstream Demand and Wafer Shortage 26
4.4 Future Pricing Trend 2008-2012 27

5. Manufacturing Capacity and Utilization 2005-2007 29
5.1 China Total Wafer Capacity and Utilization 29
5.2 Capacity and Utilization by Technology 29
5.3 Capacity and Utilization by Manufacturer 30

6. Equipments and Raw Materials (Polysilicon) 31
6.1 Equipments (Pullers,DSS Furnaces, Squarers,Wire Saws) 31
6.1.1 DSS Furnace 32
6.1.2 Puller 37
6.1.3 Wire Saw 49
6.2 Raw Materials (Polysilicon) 54

7. Solar Wafer Key Manufacturers 55
7.1 Ningjin Jinglong Group 56
7.1.1 Basic Information(Profile Products Contact Information etc) 56
7.1.2 Shipment and Revenue of Wafer or Ingot 60
7.1.3 Equipments and Capacity 61
7.1.4 Upstream Raw Materials(Polysilicon) Vendors Relationship 62
7.1.5 Downstream Clients Relationship 63
7.2 Baoding Yingli Solar (YGE) 63
7.2.1 Basic Information(Profile Products Contact Information etc) 63
7.2.2 Shipments and Revenues of Wafer or Ingot 70
7.2.3 Equipments and Capacity 73
7.2.4 Upstream Raw Materials (Polysilicon) Vendors Relationship 76
7.2.5 Downstream Clients Relationship 81
7.3 Jiangxi LDK Solar(LDK) 85
7.3.1 Basic Information (Profile Products Contact Information etc) 85
7.3.2 Shipments and Revenues of Wafer or Ingot 91
7.3.3 Equipments and Capacity 95
7.3.4 Upstream Raw Materials (Polysilicon) Vendors Relationship 98
7.3.5 Downstream Clients Relationship 105
7.4 Zhejiang Renesola (SOLA) 108
7.4.1 Basic Information (Profile Products Contact Information etc) 108
7.4.2 Shipments and Revenues of Wafer or Ingot 112
7.4.3 Equipments and Capacity 115
7.4.4 Upstream Raw Materials (Polysilicon) Vendors Relationship 117
7.4.5 Downstream Clients Relationship 122
7.5 Changzhou Trina Solar (TSL) 124
7.5.1 Basic Information (Profile Products Contact Information etc) 125
7.5.2 Shipments and Revenues of Wafer or Ingot 131
7.5.3 Equipments and Capacity 135
7.5.4 Upstream Raw Materials (Polysilicon) Vendors Relationship 137
7.5.5 Downstream Clients Relationship 142
7.6 Jiangyin Hairun 144
7.6.1 Basic Information (Profile Products Contact Information etc) 151
7.6.2 Shipments and Revenues of Wafer or Ingot 152
7.6.3 Equipments and Capacity 152
7.6.4 Upstream Raw Materials(Polysilicon) Vendors Relationship 153
7.6.5 Downstream Clients Relationship 154
7.7 Jiangsu Shunda Solar 154
7.7.1 Basic Information (Profile Products Contact Information etc) 154
7.7.2 Shipments and Revenues of Wafer or Ingot 155
7.7.3 Equipments and Capacity 156
7.7.4 Upstream Raw Materials (Polysilicon) Vendors Relationship 157
7.7.5 Downstream Clients Relationship 157
7.8 Jinzhou Yangguang Energy 158
7.8.1 Basic Information(Profile Products Contact Information etc) 158
7.8.2 Shipments and Revenues of Wafer or Ingot 159
7.8.3 Equipments and Capacity 159
7.8.4 Upstream Raw Materials(Polysilicon) Vendors Relationship 160
7.8.5 Downstream Clients Relationship 160
7.9 Zhenjiang Huantai 160
7.9.1 Basic Information (Profile Products Contact Information etc) 161
7.9.2 Shipments and Revenues of Wafer or Ingot 161
7.9.3 Equipments and Capacity 162
7.9.4 Upstream Raw Materials(Polysilicon) Vendors Relationship 163
7.9.5 Downstream Clients Relationship 164
7.10 Xinjiang Sunoasis 164
7.10.1 Basic Information (Profile Products Contact Information etc) 164
7.10.2 Shipments and Revenues of Wafer or Ingot 167
7.10.3 Equipments and Capacity 170
7.10.4 Upstream Raw Materials(Polysilicon) Vendors Relationship 171
7.10.5 Downstream Clients Relationship 171
7.11 Jinzhou Youhua New Energy(Taiwan Waferworks) 171
7.11.1 Basic Information (Profile Products Contact Information etc) 172
7.11.2 Shipments and Revenues of Wafer or Ingot 177
7.11.3 Equipments and Capacity 178
7.11.4 Upstream Raw Materials(Polysilicon) Vendors Relationship 185
7.11.5 Downstream Clients Relationship 185
7.12 Jinzhou Huari Silicon 185
7.12.1 Basic Information(Profile Products Contact Information etc) 185
7.12.2 Shipments and Revenues of Wafer or Ingot 186
7.12.3 Equipments and Capacity 186
7.12.4 Upstream Raw Materials(Polysilicon) Vendors Relationship 187
7.12.5 Downstream Clients Relationship 187
7.13 Ningbo SIPV(Zhongyi Solar) 187
7.13.1 Basic Information(Profile Products Contact Information etc) 188
7.13.2 Shipments and Revenues of Wafer or Ingot 189
7.13.3 Equipments and Capacity 189
7.13.4 Upstream Raw Materials(Polysilicon) Vendors Relationship 191
7.13.5 Downstream Clients Relationship 191
7.14 Jinggong P-D Shaoxing Solar 191
7.14.1 Basic Information(Profile Products Contact Information etc) 192
7.14.2 Shipments and Revenues of Wafer or Ingot 193
7.14.3 Equipments and Capacity 193
7.14.4 Upstream Raw Materials (Polysilicon) Vendors Relationship 198
7.14.5 Downstream Clients Relationship 198
7.15 Jinzhou Huachang Silicon 198
7.15.1 Basic Information (Profile Products Contact Information etc) 198
7.15.2 Shipments and Revenues of Wafer or Ingot 199
7.15.3 Equipments and Capacity 199
7.15.4 Upstream Raw Materials(Polysilicon) Vendors Relationship 200
7.15.5 Downstream Clients Relationship 200
7.16 Jinzhou Xinri Silicon 200
7.16.1 Basic Information(Profile Products Contact Information etc) 200
7.16.2 Shipments and Revenues of Wafer or Ingot 202
7.16.3 Equipments and Capacity 202
7.16.4 Upstream Raw Materials(Polysilicon) Vendors Relationship 203
7.16.5 Downstream Clients Relationship 203
7.17 Wuxi Konca Solar 203
7.17.1 Basic Information(Profile Products Contact Information etc) 203
7.17.2 Shipments and Revenues of Wafer or Ingot 204
7.17.3 Equipments and Capacity 204
7.17.4 Upstream Raw Materials(Polysilicon) Vendors Relationship 207
7.17.5 Downstream Clients Relationship 207
7.18 Glory Silicon Energy(Zhenjiang) 207
7.19 Longi-Silicon 210
7.20 Shanghai Comtec Solar 222
7.21 Changzhou EGING 227
7.22 Other Solar Wafer Manufacturers 232
7.22.1 Jiaxing ADVANSIL 232
7.22.2 Emei semiconductor 235
7.22.3 XI’AN LIJING ELECTRONIC 235
7.22.4 LUO YANG Mono-Crystal 236
7.22.5 Zhenjiang Dacheng Silicon 237
7.22.6 LeadMerit(Wuxi) 239

8. Conclusions and Suggestions 243


Tables and Figures:

Figure Solar Wafer Industry Chain Stucture 1
Figure 2007 Hebei Jiangsu Jiangxi etc 8 Provinces Solar Wafer Shipments (MW) 7
Table 2005-2012 Jiangsu Jiangxi<