windosi magazine vol.2008.02
DESCRIPTION
windosi magazine vol.2008.02TRANSCRIPT
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The World of Silica & Silicon | 1
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2 | The World of Silica & Silicon
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The World of Silica & Silicon | 3
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4 | The World of Silica & Silicon
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The World of Silica & Silicon | 5
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6 | The World of Silica & Silicon
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The World of Silica & Silicon | 7
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8 | The World of Silica & Silicon
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The World of Silica & Silicon | 8
-
10 | The World of Silica & Silicon
2008 1 18
()(ChinaSunergy)
SE
S E
TheSelectiveEmitterSolarcell
P
(
17.5%),,
P
-
The World of Silica & Silicon | 10
CTO
24.7%
3 2007 11
SE
ALEO
40MW
ALEOSE
1 18 ALEO
ChinaSunergySE
S E
ChinaSunergy CEO
SE
S E
ChinaSunergy
1986
247 P ER L
8
32
8
-
12 | The World of Silica & Silicon
1990
Reliatran
U L
20 03
2003 12 28
1979
MIS
1 9 8 5
MIS
20%
20.8%1989
PERC
-
The World of Silica & Silicon | 12
2 23
1 9 9 8 P E R L
? PERL 247
2 0
2004 5
N
1%
7 9%
2004 10 8 2 18
100
3000 15
1
600
-
14 | The World of Silica & Silicon
1990
1997
1998
5500
2002
150
2006 l l
-
The World of Silica & Silicon | 14
9
1 0
A
3
3
3
5
12-18
3
-
16 | The World of Silica & Silicon
2010
2008
2010
2
2 6
3 - 5
10
5 3 1
/ 5
5-6/
2007
2 01 0
B
B
3-5
2
1
100
751000
-
The World of Silica & Silicon | 16
2008
8
40 %
200-400
300
700
80
20
1 1 0 0
3200
10
70
50% 2 50%
100-150 /
2- 3
-
18 | The World of Silica & Silicon
2004
30
2007 2300MW
40%
2010 15GW
30 2030
300GW
3000 2040
15%-20%
FIRST SOLAR
20082009
53.54% 287.18%2008
2008
2009
IPO 15
380% 2007 6 YGE
27 0%
JRC 2030
30
1 0 %
204050
20%
21
8060
1958
1971
20 80
2003-2005
-
The World of Silica & Silicon | 18
2005
400MWp
140MWp
() 7l2
610
11l8
200611
-
20 | The World of Silica & Silicon
2 00 7
2.38 2008
3.76 1.
5MW 2009
45%
2007
8000 KVA
500
2007 10MW
70%
55MW 15MW
25MW
15MW
55 MW
4
Odersun
90%
2004 23
/ 380 /
2010
-
The World of Silica & Silicon | 20
2008200920102011
2.8 5.7 8.2
13.2
2.25.6
8.3 13.6
1000
8
1000
9.8
REC
2008
12.5%
2
2007
400/
100%
1/3
EPIA
20064.7%
10%
-
22 | The World of Silica & Silicon
2500
1400-1700
5%
50W
2200
110
500
550MW
1 4 0
P E 9 1 . 7 2
PE110.
42
-
The World of Silica & Silicon | 22
2008
1.28
17
3.5
4500
2500
3800
189.3
2007
4
30
-
24 | The World of Silica & Silicon
/
/
,
15
20
25
-
The World of Silica & Silicon | 24
1
2
3
4
5
-
26 | The World of Silica & Silicon
4-
6 /
/
1 %
2004
2006
10%
10
5
2 0 0 7 7
10
4
8
6
/
2006
2009
2 0 0 5
28750 20250
8500
19000
15600
2050
60
70 20
1 0 0 0
3-4
2004
95%
10
-
The World of Silica & Silicon | 26
2008
2010
2006
70%
2008
0 8
2010
-
28 | The World of Silica & Silicon
2003
2010
2005 730
2006600
2007
2010
2010
C S I
CSI
CSI
2010
IC
-
The World of Silica & Silicon | 28
125mm125mm
156mm156mm
10
8
6 ( /
)2
( PECVD)
PECVD3
6
/
PECVD PECVD
PECVD
-
30 | The World of Silica & Silicon
PECVD
.
(25MW)
3000 -5000
95%90%
80%!
2002
6 0
24.7% 20.
3% 16%
17.5% 14%16.5%
90% 20%
17%18%
50MW
PECVD
-
The World of Silica & Silicon | 30
-
32 | The World of Silica & Silicon
2007
99%
200828
5 4 . 3 9
8 5 %
2007 25
156.70
10
33% 5
432006
2500
8500
2006
4 9 0
3 6 9
1 2 0 0
2001~200325~40/kg
2006 200 /kg
400 /kg
2 0 0 7
228
1260 /
300
8000
1
2005-2010
25%~20%
50%~35%
A
18~24
2 0 0 8 6
1 0 A
2 0 0 8
2009
2 0 0 9
2007
4 3
2007 9
2007 4
1 0 0 0
100080
2007
1200
1120
1
1 1
2007 30 /
HemlockTokuyamaWacker
Advanced Silicon Materials Inc
-
The World of Silica & Silicon | 32
MEMCMitsubishiSolar Grade
SiliconSumitomo
8
95%
2009
5 35%
2007 3.375
2008 4.55
2008
4.1
2008
20072008
20082009
2010
2007
2007 90%2008
1260
2007
20%
2008
1260
40
2007
30 0
U
8
2
4-5
2
25 /kg
70~80 /kg
-
34 | The World of Silica & Silicon
20072006 3002007
300330
2007
36037012 400
2010
Hemlock 3.1 Wacker
1.45MEMC 2
DC Hoku
-
The World of Silica & Silicon | 34
Elkem JFE
1260
3000
500/
20
20 08
15000
3000
95%
8 %
6
(
)2010
1
2010
-
36 | The World of Silica & Silicon
2008
6 0 0 0
2009 15000
Fluor
(1)
702006
820079
21 1500
1500 2008 4
(2)
1200 2007
1 20
4000
(3)2007
3
1 50 0
126.7%
(4)2007 12
5 10 1
(5)2007
10 25
2990
(6)
2006
300
(1)
15005000
450
6 0
1500
(2)
8000
99 .
9999%
25 3000
20073
(1)
3 0
5000 2000
(2)
1500
2008 1 22
1500
-
The World of Silica & Silicon | 36
(1)
2003
( 740
739
)
300
1000
2007 12 18
2000
2000
8 6 3
14 2008
(2)
1 7
6000
1000 4N-5N
1. 5
2006
4 7
100
25
3000
10000
3 7
3750
1250 248
7
500
1000
1 1. 5
2 0 0 8
1000
2007 6
27
40 60008
2008
6 3 0 0 0
2009 60008
2006 12
2800 5
6000
1000
2008
4000
1000
-
38 | The World of Silica & Silicon
(1)
1500
2008 122009
(2)
12.32008
3240
2010
1200
(3)
PPPScc
180
18000
262500
(1)
3000
(2)
()
5000
10
1500 /
3500 / 2000
/ 2000 /
(3)
4.9
500
2008 3
3 6
1500
(4)
15002007
7 2 0 0 8
5 38
3 5 0 0
(5)
1000 /2009
6 3000
3000
(6)
2 26
2007 230
2002008
8 0 0
3000 /
20083
16
33
33
146750
-
The World of Silica & Silicon | 38
2000166t
2005240t
7%142.4t
185.4 t
2000
4 2010
384
t
-
40 | The World of Silica & Silicon
, 5500 /
4400 / 6200 /
75
6300 /72
6100 7572
2007 9 5300 /
20%
1000
4
15-4%, 29%,
31.2%
20 08
1 1 15% 25%
7-820085.1
350-400,
55
,
,,
-
The World of Silica & Silicon | 40
2 1
21
8 0
1 99 4
65 70
1998
2 00 4
2005 7
-
42 | The World of Silica & Silicon
10
80
2007
2007 6 1
10 11 2
-
The World of Silica & Silicon | 42
-
44 | The World of Silica & Silicon
(1)
3 4
2 00 0
(solarpanels)
2000
()
30 50
-
The World of Silica & Silicon | 44
5 0
(2)
11
2005
35%
2 4
24
2 0 0 8
15000
3000
(3)
2 0 0 7
100
TDR80
9
10 0
100
(4)
2001
95%
-
46 | The World of Silica & Silicon
3 5
1 6 . 6
CODSO2 6.
415. 66
1
2
3
-
The World of Silica & Silicon | 46
2 0 0 7
2 0 0 5
GDP
G DP
20 80
30
GDP
-
48 | The World of Silica & Silicon
2020 2040
2 0 0 8
-
The World of Silica & Silicon | 48
1
1 0 0 0 1
2
2-2.5/
3
()
2007
072007
228
200
3 1500
2007
2 0 0 8
1000
6
10002009
1,3000
2010 7
1500
!
-
50 | The World of Silica & Silicon
-
The World of Silica & Silicon | 50
-
52 | The World of Silica & Silicon
-
The World of Silica & Silicon | 52
-
54 | The World of Silica & Silicon
IC
2 0 0 6
06
4 IC
0506
NEWS
IC
IC
IC
IC
-
The World of Silica & Silicon | 54
IC
17 .
5%
11.5
LOW COST
BIPV
LOW COST
07
LOW COST
IC
2008
-
56 | The World of Silica & Silicon
4 0 %
45.4%
5 0%
25%-30%
2010
25%-30%
-
The World of Silica & Silicon | 56
-
58 | The World of Silica & Silicon
-
The World of Silica & Silicon | 58
72%
,
1 3 . 4 %
2 0% 8
6
"
"
5000
08
0 8
C O R E
0 8
-
60 | The World of Silica & Silicon
-
The World of Silica & Silicon | 60
CSI CEO
CSI (Canadian So-
lar Inc.)
2001
CSI
CS I
CSI
CSI
2006
2 0 0 7
CSI
CSI
2 0 0 7
CSI 2006
542%
80%
CSI
CSI 07 4
CSI
6
6 0
2008 20%
CSI
CSI 2008
200-220
400-500 2007
80 200
3000
300 CSI
400 500
CSI
CSI
-
62 | The World of Silica & Silicon
C S I
2- 3
08 06
0 70 8
2 0 1 0
CSI
2010
1000
CS I
1/4
1000 160
CS I
50
CSI
CSI
CSI
-
The World of Silica & Silicon | 62
2008
3
600 10
8000
300
10000
3.3
1 0 0
3.3
51%
70%
2001 4 30
/
70%300
-
64 | The World of Silica & Silicon
500
2007
JSJ
G S
Aqua
3.0
Ritter Solar
07
0 8 4
18
2400
70%
2 0 0 7
2008
-
The World of Silica & Silicon | 64
22
160
AIM
2005 3
2005
7
200525
2006 4
9 2006
4 2
2 0 0 7 8
2 9
4
-
66 | The World of Silica & Silicon
+ =
50
2 00 0
5000
CCTV
-
The World of Silica & Silicon | 66
1996
200427
95%
2/3
10
-
68 | The World of Silica & Silicon
90%
2 0
1000
1
95%
57%
2006
2007 5
-
The World of Silica & Silicon | 68
2008
- -
IC
4 8
20
3 0 0
5
2008 3 3
2 0 0 8
-
70 | The World of Silica & Silicon
O O
-
/ - - -
CEO
2004
2004
40
5%-10%
-
The World of Silica & Silicon | 70
2050
50%
2010
5
2010
30
67
3
2007 Signet
10
20 3
3 0 0 M W
Signet
-
72 | The World of Silica & Silicon
-
The World of Silica & Silicon | 72
04
2005 6
BSLB
2006 5 14
2004
A
200 5 G T
SOLAR OEM
G B /
T19001-2000 idt ISO 90012000
-
74 | The World of Silica & Silicon
80 %
-
The World of Silica & Silicon | 74
99.9999%
ASTM D5127-
99 E-1.1
-
76 | The World of Silica & Silicon
2008
2007
2008
1500
3 75%
2008
1. 61.82%
51% BP
BP
Conergy
2007 1.5-2
2009
-
The World of Silica & Silicon | 76
2.
-
40
3.
2 00 8
1 0 %
12 0
4.
BP Solar BP
SolarBP
Solar BP BP
51%
2 0 1 0
100MWBP Solar
BP
BP Solar
-
78 | The World of Silica & Silicon
08
A
4000 A
RWE
2004 2006
51
-
The World of Silica & Silicon | 78
2004
70%
18
12
89.81% 5 10
1 0 %
1 0 8
5 1.92
25
2005
62382006
20072917
200523972007
1.2253 2007
56.54%69.
9 8 %
2004 31.11%
2007 52.25%
2004 39.03% 35.
5 6 %
3
34.85% 42.27%
-
80 | The World of Silica & Silicon
a .
b.
c.Roll to Roll
KANEKA EPV Uni-Solar
1.
2.
/
EVA/A1/PIN/SnO2/ /EVA/A1/PIN/SnO2/
/ /Ag A1/ZnO//PIN//PIN//PIN/
ITO/ / PIN
2
15.1%
a-Si: H/a-Si: Ge: H//a-Si: Ge: H
.
-
The World of Silica & Silicon | 80
3.
a
b PIN/
PIN/PIN
c
4 .
4.1
5
5 3
2 118.6W1
118.6W/ .
4.2
48
1920W5
384.0W/ .
4.3
21 15
1145m
800m 19795W 27
733.1W/.
a 1
b 2 c
5
384.0W/.
.
146.6W/.
.
59.3W/.
.
/
-
82 | The World of Silica & Silicon
:
2008 2010
91%
45%
2008 12
2007 1
100
""
2008
2008 1 9
-
The World of Silica & Silicon | 82
(WackerHSC
MEMCTokuyamaSGSASiMI )
2008 2010
91% 45%
2010
2004
50%
20%
3 2
2010
(Cell)
60%2004
5 5%
30mw
2008
PTC
Hilary Clinton
Barack Obama
2025
25%
1%
2020
3000mw
,2008 12
2008
2800/kg
2008
2008 2009
2008
2008
12
440
2008
11.6
2008 EPS0.92
0 .5 7
23 .34 %
0.
-
84 | The World of Silica & Silicon
54 2008
EPS0.84
Wacker
Hemlock
Dow Corning
IT
PPP(Polysilicon PlantProject),
SCC
PP P
--
739 740
739 740
739
739740
2008
2 0 0 8
2 0 0 7
2008
2008 1000
-
The World of Silica & Silicon | 84
20
-
86 | The World of Silica & Silicon
100
200 5000
2008
2 0 0 8
2008
-
The World of Silica & Silicon | 86
-
88 | The World of Silica & Silicon
3-5
-
The World of Silica & Silicon | 88
MBA
,
- -
?
WTO
Reference check
-
90 | The World of Silica & Silicon
HR
076
-
The World of Silica & Silicon | 90
80
8 0
80
-
92 | The World of Silica & Silicon
10 200 300
22 2007
SAP()
S A P
()
SAP
SAP1600
18 24 SAP
6500
2006SAP
40
-
The World of Silica & Silicon | 92
150
SAP
200
60
S A P ()
S A P
1985
1997
SAP()
1 9 9 0
2000
1 98 5
1 99 2
10
SAP
S A P
SAP
SAP
S A P ()
SAPCEO
SAP()
7~8
6
-
94 | The World of Silica & Silicon
2 0 0 6
2006
-
The World of Silica & Silicon | 94
2006
2006
ISO9001
CCC
10
100
2006
2 0 0 7
-
96 | The World of Silica & Silicon
1
5000
1992
1
5 00 0
50
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1992
(
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---
1
200
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1994
20
1995
1997
1 9 9 9
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22571963
294
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---
40
3 5
-
The World of Silica & Silicon | 96
10 20
5 30
1 0 0
1 0 0 0
15% 20%
3.8
40
60
2000
1.6
2000
8
-
98 | The World of Silica & Silicon
2003
235
8
A
B C
1600
200
2 16
4050
35
2 0 0
2 0 0 0
100 20
20
8
-
The World of Silica & Silicon | 98
-
100 | The World of Silica & Silicon
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104 | The World of Silica & Silicon
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The World of Silica & Silicon | 104
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The World of Silica & Silicon | 106
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108 | The World of Silica & Silicon