2015 Poly and wafer rankings
PV manufacturing: Polysilicon manufacturers and wafer producers are facing wildly different fortunes. With polysilicon prices remaining low, the competitive landscape is in flux. But quality still counts. Wafer demand remains strong as wafer, cell and module capacities have not expanded in step. Christian Roselund reports.
The ongoing impacts of Chinese polysilicon tariffs, a related glut of poly on the market, and a shortage of multicrystalline wafers are all showing in the latest global polysilicon and wafer supplier rankings by IHS. These circumstances are crushing many of the leading Western poly makers, and may have temporarily brought Chinese wafer maker LDK …
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