About the revenue: 2006 China solar Cell revenue was 1251.4 Million USD increased 264.5% than 343.3 Million USD in 2005 and hopefully reach 3188.6 Million USD in 2007 increase 154.8% than 2006.
About selling price: 2006 China solar cell selling price is 3.12USD/W increase 8% than
2.89USD/W in 2005; while 2007 keep the same as 2006. the price will slowly dropping since 2008.
About utilization: the total solar cell utilization of China is 27.36 in 2005, 34.24% in 2006, about 41.61% in 2007, 76.99 in 2012; the low utilization all through 2005 and 2006 mainly because the following two reasons: first, the expansion of solar cell manufacture capacity is too quick; second, the shortage of solar cell raw material(wafer or polysilicon) is serious.
About the net income margin: compare nearly all the company owned excellent income in 2006; 2007H1 situation is not excellent, some companies lost, some company got low net income margin, these situation mainly because slow increasing demand of downstream and serious competitive of solar cell industry in China.
About the solar cell gear: more and more China local gear manufacturers owned solar cell orders from cell companies, but key gear such as diffuse PECVD 6. Firing screen-Printing etc mainly from oversea gear suppliers. Import gear value is nearly twice as local gear buy value. But as the local gear grow surpass in the coming days, more and more clients will select local gear as their low price and simple do after sale service.
About raw material: shortage of wafer and polysilicon is the vital reason cute the low
Utilization, what is more this also cute the whole net income margin go down, anyone who own excellent raw material supplement(such as Hebei JA Solar) can make brilliant net income while others will face serious pressure if raw material supply is terrible.
About downstream demand: more than 50% companies are yield cell and module, nearly all their cell will use for their own module, not sales to others directly. Some cell only manufacturers are also sell their products to local clients directly, according QY research data, there are only 3% of China solar cell sell to the oversea clients directly in 2006 and 2007. Even if module capacity is larger than cell capacity, but some module product line mainly OEM for some Japanese solar cell companies(such as Sharp solar and Kyocera solar), except these OEM manufacturers, solar cell and solar module keep a excellent relationship and develop with the same step. So cell demand from module keep a excellent balance.
In a word, solar cell capacity consignment revenue all keep a high speed increase, their average increase rate more than 40%, privileged than that of global promote, even if their selling price and net income margin are going down, but to the large scale manufacturer or excellent raw material supplement companies, their orders are excellent. as promote demand increase going down, some companies go into lost and low net income margin, some of them maybe bought or amalgamation. But the key situation of solar cell industry is capacity expansion and looking for low cost material. Solar energy as a renewable energy and lots of downstream product applications (such as solar lamps) it will keep excellent demand no matter today or in the future, what is more, solar energy business will enter a very excellent future as it is one of the best renewable energy as a replacement for of traditional energy.
Deep research report on China solar cell industry is a report mainly initiate China solar cell industry chain the report included solar cell upstream industry contents as wafer or polysilicon raw material sources Furance diffuse PECVD Firing screen-printing, sources and quantity Solar cell industry contents as Solar cell supply shipments sales demand price revenue net income capacity and capacity expanding information, gear information of manufacturers etc downstream clients contents as: promote demand of solar cell downstream clients by manufacturer regional revenue and promote share etc. Through the detail survey and research of the whole solar cell industry chain, the report can show a deep and brilliant introduction about China solar cell industry and will fit for investor marketing and strategy plotting of the company.