Monday, July 21, 2008

Intersolar North America 2008: Silicon Updates

The Gunther Portfolio has :

Dow Corning and REC Silicon Videos and select Presentation slides.

...As part of the North American Photovoltaics Advanced Manufacturing Technology Conference: Bulk Silicon at Intersolar, here is a video of the presentation.

REC does not believe the strong growth of polysilicon availability will result in immediate oversupply because:

  • Almost all REC polysilicon capacity is contracted under Prepaid or Take or Pay (TOP) terms, and it will be paid.
  • Polysilicon inventories are nonexistent
  • Huge underutilized downstream capacity exists

Continuing, Gøran Bye said:

In addition to that, if we do believe in the solar story, and we do believe that cut wafers will be an important part of that in the future, there is a significant additional capacity that is needed by (?) 2020.

If the cut wafer part of the industry continues to grow with about 33-35% per year, there will be a need for 800000 (metric) tons of polysilicon in 2020....MORE