Bernreuter Research’s The Who’s Who of Solar Silicon Production

Who’s Who and then some.
Who will be the top ten polysilicon manufacturers in 2010 and how will these incumbents fare through 2012?

Bernreuter Research - Report Cover When I posted Bernreuter Research issues Solar Silicon Report, I was already looking forward to reading and reviewing the The Who’s Who of Solar Silicon Production. During my flight to Germany for PHOTON‘s 6th Photovoltaic Technology Show 2010 Europe, I read first hand how the comprehensive report packs Metric Tons (MT) of silicon information into a compact 174 pages. While there are clear themes, the report avoids the popular research and business genre flaw of repeating them ad nauseam.

The polysilicon production estimates through 2012 are backed by bottom up detail for each company’s capacity and estimated production covered in the report.

Judging from the presentations at PHOTON’s 8th Solar Silicon Conference, the report’s conclusion on the continued domination of the Siemens process is spot on. I hope I don’t distress any sensibilities summarizing the sentiment with Siemens process über alles.

And the UMG-Si (Upgraded Metallurgical Silicon) conclusion looks to stand as well given Dow Corning stopped UMG Solar Grade Silicon Production in pursuit of the process target end goal.

Like a monocrystalline silicon solar cell, each company or project profile page in the report delivers high conversion efficiency from each paragraph (gram of silicon). Key questions about the companies and projects are answered or the most recent status is provided. Production cost and electricity consumption data is often included. Although I’ve posted about diverse companies such as AE Polysilicon, Peak Sun Silicon, RSI Silicon, Muto Silicon, and Maharishi Solar Technology over the past few years, I learned something new in each of their profiles.

I enjoyed poring over the actual and planned facility location maps for each country or region. I have to admit to an almost complete lack of knowledge regarding Chinese provincial geography.

A few questions answered by the Solar Silicon Report include:

What headwinds does FBR (Fluidized Bed Reactor) technology face?
How do nine alternative production process technologies stack up versus the Siemens process?

Why is the Schmid Pilot Production process novel?
Who among 51 Chinese aspirants will be top ten manufacturers in 2012?
What Brazilian manufacturer is working on UMG-Si?
At what discount must UMG-Si be priced to polysilicon?
What is the rationale behind a major solar silicon market correction in 2011?
Will integration or specialization prevail as the polysilicon business model?
And most important, who will be the solar silicon losers, baby boomers, and winners?

My esoteric Schmid Silicon Technology question regarding silicon metal production in Kazakhstan was addressed by the report though I got the latest scoop when I spoke with SST at the PHOTON Expo.

I found the Solarvalue AG company profile to be quite accurate. I am ready to write a Solarvalue post mortem once the various lawsuits settle out, and folks are willing to talk on the record.

Who will find the Solar Silicon Report of greatest value? Besides those active in the solar PV industry, analysts, investors, and firms evaluating PV market entry can leverage the concise and informative report. Semiconductor firms interested in diversification or understanding the key market driver for polysilicon pricing, usurped by the PV industry, are also poised to benefit from The Who’s Who of Solar Silicon Production.

Hey, folks, did you catch that?

(Full disclosure: I was provided a copy of “The Who’s Who of Solar Silicon Production” by Bernreuter Research for the express purpose of writing a review. The opinions expressed in the post are my own, and I have not been paid to write them.)

One comment

  1. Dr. Jianhong Wang says:


    What is your read on RSI Silicon? Any recent news about their 1000 metric ton silicon plant?


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