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According 《2007 deep research report on China solar cell industry》 data，2006 China
Solar Cell Shipment was 400.9 MW，Increased 237.74% than 118.7MW in 2005，and
hopefully reach 1021.5 MW in 2007，increase 154.8% than 2006.
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 during 2005 and 2006 mainly because the
following two reasons: first, the expansion of solar cell manufacture capacity is too fast; second,
the shortage of solar cell raw material(wafer or polysilicon) is serious.
About the net income margin: compare almost all the company owned good income in 2006;
2007H1 situation is not good, 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 equipment: more and more China local equipment manufacturers owned solar
Cell orders from cell companies, but key equipment such as diffuse PECVD 6. Firing
Screen-Printing etc mainly from oversea equipment suppliers. Import equipment value is almost
twice as local equipment purchase value. But as the local equipment grow better in the coming
days, more and more clients will select local equipment as their low price and easy do after sale
service.
About raw material: shortage of wafer and polysilicon is the important reason cute the low
Utilization, what is more this also cute the whole net income margin go down, anyone who own
good raw material supplement(such as Hebei JA Solar) can make excellent net income while
others will face serious pressure if raw material supply is bad.
About downstream demand: more than 50% companies are produce cell and module, almost 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. though module
capacity is bigger 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 good relationship and develop with the same
step. So cell demand from module keep a good balance.
In a word, solar cell capacity shipment revenue all keep a high speed increase, their average
increase rate more than 40%, higher than that of global market, though their selling price and net
income margin are going down, but to the large scale manufacturer or good raw material
supplement companies, their orders are good. as market demand increase going down, some
companies go into lost and low net income margin, some of them maybe bought or combination.
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 good demand no matter today or in the future, what is more, solar energy
business will enter a very good future as it is one of the best renewable energy instead of
traditional energy.
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