Solar Cell (Photo (Photovoltaic) oltaic) Eq Equipment ipment Industry Report, 2009 Due to the sharp drop in polysilicon price, most solar cell manufacturers have reduced the p price, which led to a fall of most manufacturers’ earnings. However, as to the output, most of them keep it the same to 2008 or more. A 25MW polysilicon l ili solar l cellll production d ti liline calls ll ffor ttotal t l investment of approximately RMB40 million to RMB50 million. According to the current competition conditions, it starts from 100MW in China,, and the investment approximates pp RMB220 million, of which 70% goes to equipments. In particular, the capital for PECVD equipment is the highest, accounting for around 30% of equipment investment. In addition, a 25MW production line of amorphous silicon thin-film solar cells is in need of RMB450million to RMB500million of investment, of which 70% are for equipment, particularly PECVD with the highest proportion of 65 65-70%. 70%. In 2009, the global solar cell equipment market is sized by about US$4.96 billion, of which PECVD holds 33%. Rank of Global Main Solar Cell Manufacturers by Revenue, 2009 Rank of Global Solar Cell Equipment Manufacturers by Revenue, 2008-2009 Unit: US$ in Millions Applied Materials Company is the overlord in the PECVD area, and it has great strength in the field of amorphous silicon thin-film solar cell equipments. q p It p performed q quite well in 2009,, while other counterparts, p , except p Manz adept p in automation, have also made outstanding achievements. This shows still strong growth in solar cell sector. China has the most solar cell manufacturers all over the world. Chinese solar cell equipment industry performs well in polysilicon solar cell, and it is endeavoring in the field of amorphous silicon thin-film solar cells. In the 10 most important equipments for solar cell production line, 8 types can be made in China, of which 6 ones (diffusion furnace, plasma etcher, cleaning/flocking machine, PSG equipment, and low-temperature drying oven) hold leading roles in p production lines in China;; and the rest two types yp ((Tubular PECVD and Fast Sintering g Furnace)) coexist with the imported equipments and their shares keep increasing. However, automatic screen printer, automatic sorter, and flat PECVD are still dependent on import. Table of Contents • 1. Solar (PV) Cell • 2.5 China Thin-film Solar Cell Industry • 1.1 History • 2.5.1 Tianwei Baoding • 1.2 Generating Theory • 2.5.2 Ennsolar • 1.3 Categories • 2.5.3 Shenzhen Topray Solar • 1.4 Manufacturing Process • 2.5.4 Shenzhen Trony Solar • 1.5 Industry Chains • 2.5.5 Chint • 2.5.6 Golden Sun (Fujian) Solar • 2 S 2. Solar l Cell C ll Industry I d t Chains Ch i • 2 5 7 Jinneng 2.5.7 Ji S l C Solar Cellll • 2.1 Markets • 2.5.8 QS Solar • 2.2 Policies for Solar Cell in Countries • 2.5.9 Bengbu Polar-PV • 2 2 1 Germany 2.2.1 • 2 5 10 Suzhou Best Solar Energy 2.5.10 • 2.2.2 America • 2.6 Solar Cell Industry in Germany • 2.2.3 Spain & Japan • 2.6.1 Policies • 2 2 4 India 2.2.4 • 2 6 2 German Solar Cell Enterprises 2.6.2 • 2.2.5 China • 2.7 Upstream--Polysilicon • 2.2.6 China Policies by Province • 2.8 Supply & Demand of Polysilicon • 2 3 Global Solar Cell Industry 2.3 • 2 9 Thin-film Solar Cell 2.9 • 2.4 China Solar Cell Industry • 2.9.1 CdTe Thin-film Cell • 2.10 CPV • 2.10.1 Profile • 2.10.2 Developments • 2.10.3 Trough Solar Thermal Power Generation • 2.10.4 Paraboloid CPV • 2.10.5 Tower CPV • 2.11 Dye-sensitized Solar Cell • 3. Solar Cell Equipment Industry • 3.1 Market Scale • 3 2 Polysilicon Solar Cell Equipment 3.2 • 3.3 Amorphous Silicon Thin-film Solar Cell Equipment • 3.5.4 Suppliers pp of Whole line • 4. Solar (PV) Cell Equipment Manufacturers • 4.1 Oerlikon • 4. 2 Centrotherm Photovoltaics AG • 4.3 ULVAC • 4.4 GT Solar • 4.5 Roth & Rau • 4.6 MEYER BURGER • 4.7 Manz Automation • 4.8 Gebr Schmid • 4.9 Applied Materials • 3.3.1 Single g Room with Multi Chips p • 4.10 CCEG 48th Institute • 3.3.2 Multi Rooms with Single Chip • 4.11 VON ARDENNE • 3.3.3 Single Room with Multi Rooms • 4.12 Sunhisolar • 3.3.4 Roll to Roll • 3.4 Global Solar Cell Equipment Industry • 3.5 Chinese Solar Cell Equipment Industry • 3.5.1 Cleaning and Flocking Machines • 3.5.2 Diffusion Furnace • 3.5.3 Bubular PECVD • Appendix. pp Overview of Global Solar Cell Equipment Manufacturers • 1. Complete Production Lines • 2. Cleaning Instruments • 3. Diffusion Equipments • 4. Etching Equipments • 5. Laminating Equipments • 6. Screen Printing • 7. Tester and Sorter • 8. Other Oven Equipments • 9. Other Equipments • 10. Discretes and Packaging Equipments Selected Charts • • • • • • Cumulated Installed Capacity of Solar Cells in Germany, 2000-2008 German Output of Solar Cells Cells, 2000 2000-2010 2010 The Process of Extracting Polysilicon Prices of Polysilicon, 2004--2011 Global Solar Cell Shipment by Power, 2004-2011 M k t Demand Market D d off Global Gl b l S Solar l C Cellll E Equipments, i t 2003 2003-2014 2014 • • • • • • • • • • Polysilicon Solar Cell Process Flows Amorphous Silicon Thin-film Solar Cell Process Flows Output Value of Global Solar Cell Equipments by Technology, 2008 Output Value of Global Solar Cell Equipments by Region, 2009 Organization Structure of OERLIKON Revenues and EBIT of Oerlikon, 2004-2009 Oerlikon Revenue byy Dept., p , 2007-Sep.2009 p Oerlikon Technology Roadmap Organization Structure of Centrotherm Photovoltaics AG Revenue and EBIT Statistics and Forecast of Centrotherm Photovoltaics, 20052009 Revenue of Centrotherm Photovoltaics by Region, 2006-Sep.2009 Revenue of Centrotherm Photovoltaics by Business, 2006-Sep.2009 Revenue of Centrotherm Photovoltaics by Product, 2007-Sep.2009 Backlog Statistics of Centrotherm Photovoltaics, Photovoltaics Aug.2008-Sep.2009 Aug 2008-Sep 2009 Revenue of Centrotherm Photovoltaics by Business, Q3 2009 Revenue of Centrotherm Photovoltaics by Region, Q3 2009 • • • • • • • • • • • • • • • • • • • Shipment of Centrotherm Photovoltaics by Product, 2008 vs. Q1-Q3 2009 Expenditure of Centrotherm Photovoltaics, Photovoltaics Jan.2009-Sep.2009 Jan 2009 Sep 2009 Revenue and Operating Profit Margin of ULVAC, FY2004-FY2010 Global Presence of ULVAC ULVAC Revenue by Dept., Q1 2004FY-Q1 2009FY ULVAC Orders Od b D by Dept., t Q1 2004FY 2004FY-Q1 Q1 2009FY ULVAC Revenue Forecast by Dept., FY2010 ULVAC Orders Forecast by Dept., FY2010 ULVAC Capital for R&D, FY2000-FY2010 ULVAC Revenue from Flat Displays and Solar Equipments, 2005-2010 vs. FY2014 ULVAC Revenue by Region, FY2005-FY2009 GT Solar Revenues and Gross Profit Margins, FY2006-FY2010 GT Solar Revenues byy Region, g , FY2007-FY2009 • • • • • • • • • • • • • Main Customers of GT Solar Revenue and EBIT Statistics and Forecast of Roth&Rau AG, 2004--2009 Bridge Map of EBIT, Roth&Rau, 2009 Organization Structure of MEYER BURGER Revenues and Gross Profits of MERYER BURGER, 2006--2009 Revenues and Pre-tax Profit of Manz, 2005-Sep.2009 Revenues and Gross Profit Margins of Applied Materials, FY2004-FY2009 S l R Sales Revenue off A Applied li d M Materials t i l b by D Dept., t FY2006 FY2006-FY2009 FY2009 Sales Revenue and Operating Profit of Applied Materials, Q12009FY-Q4 2009FY Revenues of Applied Materials by Dept., Q4 2009FY Orders of Applied Materials by Region, Q4 2009FY Order Sum of Applied Materials by Region, 2006FY-2009Q1-Q3FY Sales Revenue of Applied Materials by Region, 2006FY-2009Q1-Q3FY • Cumulated Photovoltaic Installed Capacity in Main Countries, 2001-2008 • N l Add Newly Added d Ph Photovoltaic t lt i IInstalled t ll d C Capacity it iin M Main i C Countries, ti 2002 2002-2008 2008 • Demand Forecast of Global Newly Added Photovoltaic Installation, 2007-2011 • FIT Comparison of Main European Countries • Rank of 34 Global Solar (Photovoltaic) Cell Manufacturers, 1H 2009 • Rank of 38 Chinese Solar Cell Manufacturers by Output, 2008 • Output Value of German Solar Cell Manufacturers, 2004-2009 • Output Capacity of Global Main Polysilicon Manufacturers, 2006-2010 • F Forecast t off Polysilicon P l ili D Demand, d 2008 2008-2011 2011 • Forecast of Polysilicon Supply, 2007-2011 • Cost Estimation of CdTe Cell Generation, 2008-2011 • g Generating g Tables for Main Core Parts of Trough • Tables for Gloal Main Trough Solar Generating Projects • Tables for Global Main Paraboloid Solar Generating Projects • Target of Paraboloid Soalr Generating Cost and Performance • Tables for f Global G Main Tower Solar S Generating G Projects • Rank of Global Solar Cell Manufacturers, 2008-2009 • Orders, Sales and EBIT Statistics of Oerlink's PV Dept., 2007-Mar.2009 • Main Customers of Oerlinkon,, 2009 • Assets and Net Asset Value of Centrotherm Photovoltaics, 2005-2008 • Staff Members and Left Amounts of Orders of Centrotherm Photovoltaics, 2005Sep.2009 • Sales EBITDA, Sales, EBITDA and EBIT of Centrotherm Photovoltaics, Photovoltaics Jan.2009-Sep.2009 Jan 2009 Sep 2009 • Occupied Proportions of Main Customers of GT Solar, FY2007-FY2009 • Financial Data of Manz, 2005-2009 How to Buy Product details How to Order USD Single user File 2,400 Enterprisewide 3,600 3 600 PDF PDF Publication date: Nov. 2009 By email: report@researchinchina.com t@ hi hi By fax: 86-10-82600829 By online: www.researchinchina.com For more information, call our office in Beijing, China: Tel: 86 86-10-82600828 10 82600828 Website: www.researchinchina.com