And the silicon material of upper reaches is now just light to bend over industrial bottleneck. Since Wuxi yet virtue goes to America to appear on the market and receive to catch up hold since, bend over industry solely to flourish exceptionally. On the one hand, participator the demand of growing for raw material Bao increase; On the other hand, current high pure degree silicon purify technology nearly grasp when foreign enterprise is on hand, it produces can be limited. This cause"Rush in"Present
In core world has accumulated plenty3Month, people have noticed to bend over the lack of industrial silicon raw material solely , have put forward replacingness technology and scheme at that time , exist side by side to carve have Luo the few silicons such as positive, happy mountain purify the horse on the project of production line. Wait for reason because of building period, the silicon scarce present situation of raw material has not changed yet, however once these factories formally go into operation , rush in silicon person how many advantages are doubt.
Besides, bend over the very industry solely to hold in store high risk. It faces foreign market basically , relies on government subsidy profit , is influenced very easily by policy, home market start is far away to have no issue. Bend over industry in view of light for near two years prosperity, a lot of foreign manufacturer businesses have expanded one after another to produce. It has been foretold that country safe monarch installs bond analyst Peng Ji Zhong: "2005Year2006In year, it is biggest that the gap ofProfit margin"
In perhaps, only realize that bend over many risks been faced with solely, core world though high-sounding words announces that intervenes , actually, it is cautious. " the productivity of initial stage will not be too big. Estimate2006Year produce10Sign In core international spokesman10The total3000The 400010 thousand dollars10%, annual3%. In this piece of business as
Country safe monarch installs ( Hong Kong) research institute Wu perilous peak such appraisement road: " this is that the market that has improved this firm pays attention to degree and image, it is favorable to promote for short period to estimate value. "
6Year3Month29Day newsIn dispatches from4Month will begin to produce the burgeoning10MW(Million).
She says that now, the company's battery
Each watt of price3-4U.S. dollar in, so the3,000 - 4,00010 thousand
In core internationalRichard ChangExpress now that the manufacturer that company
In the battery of solar energy of core international
ChangAdd in, estimate the battery2006Year10Sign
In he says , core international30Many 10 thousand may make crystal raw material
銆€銆€ChangSay that China suits the development battery industry
6Year3Month28DayIn in whole world,( NYSE:SMI, next name)3th this global most conductor
In core president Zhang Ru Jing yesterday shows for" the first daily of finance and economics", march to the battery production of solar energy to make to be not painstaking effort tide, and it is a kind of natural strategy. In in fact, core last year has begun layout , is to have completed customer certification recently.In core has gotten4Month produces.
" the manufacture of the semiconductor and battery3010 thousand slices"Zhang Ru
" Chinese silicon earth reserves are very rich, in core as possess technology, so, prepare self to do. " Zhang Ru Jing emphasis. Reporter knows that global semiconductor and the battery industry of solar energy do not exceed for a year for the demand of silicon earth10010 thousand tons, but2100
Now, the global battery supply of solar5.8Euro/Watt, North5.34U.S./Watt.
In fact, the battery industry of solar energy has attracted numerous continent enterprise to enter , emerge to get American investor catch up the Wuxi that holds yet virtue. But a insider expresses that in fact, the Chinese battery industrial scale of solar energy is still very small and weak , has not become climate really yet , and still lacks long term industrial program.
If in core can develop low cost advantage, and forming produce can scale, will get rich repayment probably. In however, reporter knows , the core battery of solar energy produces can now is still very low.
In department manager of this firm of public relations Miao Wei Yi professes , core enters new field to be not diversification , is main business extend , at the same time, have also complied with the present tendency as well as new energy concept with regenerative energy.
6Year1Month5Day2006Year1Month2Day in " economic observation newspaper " the large scale chip company's a writing that jumps into solar business that publishes name: The domestic certain major a company of solar energy that bends over one of manufacturer solely is in charge of high to say: " exceed early100U.S. dollar(2007Year before".
What he points is the3A month ago, this price75U.S. dollar,1Before year many,In the past and now, from chip profession assigning redundant civil servants to other jobs come out silicon material and first tails( the silicon wonderful leftover pieces cut ) as well as discard chip always is the light of solar energy bends over the important source of raw material of battery profession, however when2006In year, they may lose this source of raw material. Because chip manufacturer will march to the profession of solar energy by oneself. A lot of chip manufacturers have established to march to the plan of solar energy.
In the idea
In the core international limited company of integrated circuit is the present domestic biggest chip of integrated circuit manufacturer, company in semiconductor chip manufacture process, meeting additional arising is used to test chip performance discard crystal. As in calculate preliminarily, core uses this kind of method production the silicon battery chip of solar energy, may reduce manufacturing costs , and can reach17% photoelectric conversion2The silicon battery2006In year, first10The scale5Within10Form more100The productivity ( Kun Lun
5Year12Month31DayIn past 3 years, Wuxi the yet Germany etc. light of solar energy bends over enterprise when this profession has gotten astonishing success, and chip semiconductor field has fallen into profession depression for period. Though the basic raw material of this two professions is identical,: Silicon chip.
In fact, chip field and solar energy profession always dense cannot divide. When when the light of solar energy bends over profession to just spring up, chip factory discards do not need first tails is always to bend over industrial major raw material solely. Chip field is asked for the input of fixed assets, technology as well as the purity of silicon chip to be far larger than the light of solar energy to bend over industry. Profession analyst Zhang Shuai says98%. Is as the99.999999999%, chip99%Radix11Or139Purity.
NowIn core world decision investment solar energy light bends over industry, it has had in light to bend over industry, get a lot of successful factors. It has sufficient cash, modern management and the plenty of reserves of skilled personnel.
In core international now decision takes to do the project of solar energy is used in testing the useless old crystal of use instead of head tails. In the past, chip company's first tails and useless old chip have been often discarded , however, even if is used to test the useless old chip of use, performance still than the ordinary silicon material performance of solar energy is more fine. In core international project responsible person Su Xiao of solar energy levels to say:"Use useless old chip production the17%Photoelectric."
When in in the program2100 million Yuan the10The scale2006In year, formally5Within10Form more100The productivity
In the chip company that prepares to enter the light of solar energy to bend over profession more than core a. The second big development random access memory chip manufacturer force of Taiwan Jing semiconductor has also established to march to the plan of solar energy.However, force Jing the semiconductor"Now related investment is"
The silicon material
Chip field marches to solar energy, will naturally arouse both sides for silicon material fight aggravate further, the light of solar energy bends over profession also will a lot of new faces. Chip field and the sun can be smooth to bend over field , will also interlock to arise new scene.
The above-mentioned light of solar energy bends over manufacturer high pipe to show: " seem that it is tense that the supply of silicon material may appear. The chip company's words that change over to solar energy , they have the advantage of silicon material. But long term, silicon material supply of the battery of solar energy will have no first tails. Because of this a lot of silicon materials of two years manufacturer is expanding , two years afterwards condition should can improve , the price in this two years should be felted embarassed still. "
The profession of solar energy rise abruptly suddenly is to have no the avoidable for the influence of silicon material supply and price. Another international famous chip manufacturer China shows when moistening Ms Jiang Yan of the last China department of public relations in the question of reply newspaper reporter: " the profession of solar energy spring up , can produce influence for the raw material of all chip processing industry , is also the superficial pressure on the price of raw material. We have foreseen this kind of condition , and have made preparation in advance, having adopted related measure( wait as in advance buying raw material) have alleviated pressure. However, since long term come to see , the superficial pressure on the price of raw material will surely exist. Now, our raw material comes from 10 world big silicon chips mainly raw material supplier. China moistens China for now the plan that has not also entered the profession of solar energy. "
But in core8-12Inch chip and purity are asked to will not form"And do not have"
Face silicon material price Biao the liter chip ability that company's digestion silicon material cost goes up is far larger than the light of solar energy to bend over company. Country safe monarch installs chip profession analyst Wu perilous peak says: " in chip company, silicon10%-20%, the most."
In core10Sign tile project, at present, it has been that the condition of 100 sign tiles takes off generally to bend over enterprise solely, and can not produce material influence for profession. A light bends over enterprise technical high pipe to say: " now general enterprise last horse production line30Sign50Sign
What will produce material influence"Using useless old chip production, the battery of solar energy also lets semiconductor enterprise have more cheap way to know except having opened up the new channel of energy saving and environmental protection how to intervene the battery production of solar energy with understanding."
Produce the battery of solar energy if chip company directly uses new chip instead of useless old chip, world meeting how? Have , especially chip company to take the advantage of raw material. Domestic few big lights of solar energy bend over major manufacturer high pipe has accepted the interview of newspaper , but think that this does not become threat.
In which, a sale set that bends over company solely says always: " the international market of solar energy just starts , is still in to develop stage , the market of China has not even cultivated yet. Domestic semiconductor manufacturer enters to the field of solar energy , and will not cause pressure for us. In summer, it is general , the companies such as 3 oceans carry very semiconductor manufacturer. Enter to be easy , disaster for disaster is creating , how to rise further to change lead. "
The solar energy of joint bond" foreign countries has such enterprise early, is. "
But more important is perhaps, the judgment of chip company's self: They think that the profession of solar energy can be fiery for some years, them want make is strategic adjustment or tactical change. Zhang Shuai says: " depend on eventually still how chip company's self treats the profession of solar energy, is willing to participate from what degree. "
Though the project scale of solar energy is not large, but in this as core is still good news, is especially for the share price of its recent depression. In past one year, the chip share on Taiwan the stock market often Chu solar energy Biao liter. In this also shows core the so a time in assurance profession burgeoning opportunity of large scale company, still skill is quick. Wu perilous peak says:"This is in short period"
Regenerate the silicon batteryAstropowerCompany uses32The sign tile silicon battery and product of solar energy drop behind demand. Now, Chinese domestic has no a enterprise yet to use this kind of method , regenerate the silicon battery chip of solar energy massively. Shanghai has bent over the light of solar energy battery industrialization lists as"115"Industry is planed mainly, but the most enterprises
In according2The silicon battery chip production10The scale5Within10Form more100The productivity of sign tile. In core hopes to use company's comprehensive advantage, it is cheap to form cost step by step , the battery industrial chain of solar energy that has proprietary intellectual property and international competitiveness. This project has appeared in the newspaper relevant department application lists as the Shanghai mood city major project of science and education.
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