Chapter One Global and China Solar Industry Overview 1
1.1 Definition of Solar Cell 1
1.2 C-Si and Non C-Si Module Demand 3
1.3 C-Si and Non C-Si Module Supply 21
1.4 China C-Si Solar Cell Supply 26
1.5 China C-Si Wafer Supply 27
1.6 Global and China Polysilicon Supply 29
1.7 Supply and Demand of C-Si Solar Cell and Module 35
1.8 Supply and Demand of Thin Film (Non C-Si) Solar Module 36
Chapter Two 50MW C-Si Project Investment Analysis 40
2.1 50MW C-Si Solar Cell+Module Project Equipment Investment 40
2.2 50MW C-Si Solar Cell+Module Project Fixed Assets Invesmtnet 53
2.3 50 MW C-Si Solar Cell+Module Project Raw Materials (Wafer Polysilicon etc) 53
2.4 50 MW C-Si Solar Cell+Module Project Investment Return Analysis 55
2.5 50 MW C-Si Solar Cell+Module Project Investment Return Rate Analysis 56
2.6 50 MW C-Si Solar Cell+Module Project Investment Feasibility Analysis 57
Chapter Three 50MW Non C-Si Solar Module Project Investment Analysis 58
3.1 50MW Thin Film Solar Module Project Equipment Investment 58
3.2 50MW Non C-Si Solar Cell+Module Project Fixed Assets Invesmtnet 77
3.3 50MW C-Si Solar Module Project Raw Materials (Substrate Gas etc) 77
3.4 50MW Non C-Si Solar Module Project Investment Return Analysis 101
3.5 50 MW Non C-Si Solar Module Project Investment Return Rate Analysis 102
3.6 50 MW Non C-Si Solar Module Project Investment Feasibility Analysis 103
Chapter Four C-Si Non C-Si Comparison and Conclusion 104
4.1 Investment Return Rate Comparison of 50MW C-Si and Non C-Si Project 104
4.2 Advantage and Disadvantage Comparison of 50MW C-Si and Non C-Si Project 105
4.3 Conclusions 107
Chapter Five Report Conclusion and Suggestion 107
Tables and Figures
Figure Crystal Silicon Solar Cell Industry Chain Structure 2
Figure Thin Film Solar Cell Industry Chian Structure 3
Table Germany etc 11 Countries PV Installation Demand (MW) and Global Total PV Installation Demand (MW) 2006-2013 3
Table Global Solar Module Demand(MW) 2006-2013 4
Figure 1993-2006 PV Installation (MW) by Grid-conneted Off-Grid Telecommunication etc Different Applications 5
Table 1996-2006 Global Grid-Connected PV Installation (MW) and Its Market Share 6
Figure Global 12 Type Renewable Energy 2000-2006 Average Growth Rate 6
Table 2005-2013 Global PV Power Module Demand (MW) 7
Table Germany Spain Italy France Greece Japan US South Korea etc Country Solar Subsidy Policies 7
Table China Solar Subsidy Policy(Published on Mar 26 2009) and Analysis 15
Table Some PV Power Station Projects (More than 100KW) in China 17
Table Global 39 Countries 2010 or 2016 Renewable Energy Targets 20
Table 2005-2013 Global Major CdTe Module Manufacturers Production (MW) and Global Total Production List 21
Table 2005-2013 Global Major CIS/CIGS Module Manufacturer Production (MW) and Global Total Production List 22
Table 2005-2013 Global Major Thin Film Silicon Solar Module Manufacturer Production (MW) and Global Total Production List 22
Table 2005-2013 Global CdTe CIS/CIGS Thin Film Silicon Solar Module Production (MW) and Global Non C-Si Solar Module Total Production List 24
Table 2005-2013 Global 34 C-Si Solar Module Manufacturers Production (MW) and Global Total Production List 24
Table 2005-2012 China 28 C-Si Solar Cell Manufacturers Solar Cell Production (MW) and China Total Solar Cell Production List 26
Table 2005-2012 China 21 C-Si Solar Wafer Manufacturers Solar Wafer Production (MW) and China Total Solar Wafer Production List 27
Table 2004-2012 Hemlock etc 7 Traditional Polysilicon Manufacturers Polysilicon Production (Ton) 29
Table 2004-2012 Hemlock etc 7 Traditional Polysilicon Manufacturers EG Polysilicon Production (Ton) 29
Table 2004-2012 Hemlock etc 7 Traditional Polysilicon Manufacturers SG Polysilicon Production (Ton) 30
Table 2004-2012 China Xinguang Emei SINO-SI GCL Polysilicon Production (Ton) 30
Table 2004-2012 China Xinguang Emei SINO-SI GCL EG Polysilicon Production (Ton) 31
Table 2004-2012 China Xinguang Emei SINO-SI GCL SG Polysilicon Production (Ton) 31
Table 2007-2012 DCC M.Setek etc New Comers Polysilicon Production (Ton) 31
Table 2007-2012 DCC M.Setek etc New Comers EG Polysilicon Production (Ton) 32
Table 2007-2012 DCC M.Setek etc New Comers SG Polysilicon Production (Ton) 32
Table 2008-2012 China Asia Silicon etc New Comers Polysilicon Production (Ton) 33
Table 2004-2012 Global Polysilicon Total Production (Ton) 33
Table 2004-2012 Global EG Polysilicon Total Production (Ton) 34
Table 2004-2012 Global SG Polysilicon Total Production (Ton) 34
Table 2005-2013 Global C-Si Solar Module Supply Demand Shortage (MW) 35
Table 2005-2013 Global C-Si Solar Cell Supply Demand Shortage (MW) 36
Table 2005-2013 Global Non C-Si Solar Module Supply Demand Shortage (MW) 36
Table C-Si Thin Film Solar Cell or Module Comparison 37
Table Solar Cell Manufacturing Process and Related Equipments 40
Table Some Solar Cell Equipment Suppliers and Their Market Position 41
Figure Solar Module Manufacturing Process and Related Equipments 42
Figure 2005-2012 China Monocrystalline Wafer ASP (USD/W) 54
Figure 2005-2012 China Multicrystalline Wafer ASP (USD/W) 54
Table 2010-2013 50MW C-Si Solar Cell+Module Project Raw Materials Cost Analysis 55
Table 2005-2012 China C-Si Solar Cell ASP (USD/W) 55
Table 2010-2013 50MW C-Si Project Solar Module Output (MW) and Revenue (Million$) 56
Table 2010-2013 50MW C-Si Solar Cell+Module Project Profit Margin and Investment Return Term 56
Figure Thin Film Silicon Solar Cell Manufacturing Process 58
Table China Thin Film Solar Cell Projects and Their Equipment Sources List 63
Table 2010-2013 50MW Non C-Si (Thin Film) Solar Module Project Raw Materials Cost Analysis 78
Table 2005-2012 Global Non C-Si (Thin Film) Solar Module ASP (USD/W) 101
Table 2010-2013 50MW Thin Film Solar Module Project Output (MW) and Revenue (Million$) 102
Table 2010-2013 50 MW Non C-Si Solar Module Project Profit Margin and Investment Return Term 102
Table 50MW C-Si Non C-Si Project Investment Return Rate Comparison 104
Table 50MW C-Si Non C-Si Project Advantage and Disadvantage Comparison 105
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