Featured in The Land of the Rising Sun – 02-2014

Polysilicon profits as demand returns

Polysilicon: Jade Jones, Solar Analyst at GTM Research, looks ahead to what the year 2014 may bring for the polysilicon industry, in terms of both pricing and the sector’s wider outlook.

Comparing polysilicon demand to available supply for 2014 indicates a significantly tighter picture than 2013, with ramped tier-1 and tier-2 capacity exceeding demand by only 9%, compared to 30% in 2012 and 26% in 2011. GTM Research believe that the upside potential to these supply estimates in 2014 is limited. While there are a few …

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