Silicon Metal Industry Annual Report 2023
2024-02-26 11:54:04 【Print】
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Contents
Silicon Metal Industry Annual Report 2023 1
1. Silicon metal industry overview 7
1.1 Definition of silicon metal 7
1.2 Global distribution of silicon metal capacity 7
1.3 Applications of silicon metal 7
1.3.1 Application areas 7
1.3.1.1 To produce alloys 7
1.3.1.2 To produce silicone fluid, resin, elastomer and other organic silicon 7
1.3.1.3 To produce photovoltaic components and semiconductor components 7
1.3.2 Application proportion in China 2023 7
1.4 Production cost of silicon metal in China 8
1.5 Features of silicon metal production in China 8
2. Economy and policy 8
2.1 Economy and policy in China 8
2.1.1 MEE calls for orderly promotion of green and low-carbon development in 2022 8
Inner Mongolia strives to expand installed new energy capacity to 90GW in 2023 8
2.1.2 MEE: Nearly 60% of rectification plan for second round of central environmental supervision completed 8
2.1.3 CSIA responds to restrictions imposed by USA, Netherlands and Japan on China 8
2.1.4 China again extends tariff exemptions on some U.S. imported products 9
2.1.5 Shaanxi expects installed wind and solar capacity to exceed 80GW by 2030 9
2.1.6 NBS: China's installed solar grid-connected capacity up by 28.1% YoY in 2022 9
2.1.7 NEA: China ramps up efforts in mega solar and wind power projects 9
2.1.8 China issues Action Plan for Development of Intelligent Detection Equipment Industry (2023-2025) 9
2.1.9 China's solar grade polysilicon output up by 36.5% YoY in Jan 9
2.1.10 LONGi to invest RMB7.77 billion in 30GW high-efficiency monocrystalline cell project 9
2.1.11 Shangji Automation's monocrystalline silicon wafer shipments up by 79.09% YoY in 2022 9
2.1.12 Haikou to build semiconductor manufacturing cluster worth RMB3.2 billion 9
2.1.13 China to cut reserve requirement ratio by 0.25 percentage points 10
2.1.14 NEA: China's installed PV capacity up by 20.37GW in Jan-Feb 10
2.1.15 MIIT: Strive to stabilize mass consumption of automobiles and consumer electronics 10
2.1.16 China further enforces preferential policies for small businesses regarding income tax 10
2.1.17 MIIT: China's polysilicon output up by more than 60% YoY in Jan-Feb 10
2.1.18 NEA: China targets an increase of around 160GW in installed wind and PV capacity in 2023 10
2.1.19 Ningxia invigorates silicon wafer, new energy and other strategic emerging industries 10
2.1.20 MIIT: China's PV rolled glass output up by 83.6% in Q1 11
2.1.21 China to take special action on screening and preventing potential large accidents 11
2.1.22 China to further expand scale of RMB settlement for cross-border trade 11
2.1.23 Taiyuan conducts investigation and rectification campaign to prevent major accidents 11
2.1.24 Dongli Holding signs 200ktpy high-purity polysilicon project 11
2.1.25 NBS: Power generation up by 6.1% YoY in Apr 11
2.1.26 China to scale up medium and long-term lending toward manufacturing sector 11
2.1.27 NBS: China's production of ten nonferrous metals up by 7.7% YoY in Jan-Apr 11
2.1.28 China to inspect over 4000 high energy-consuming companies in 2023 11
2.1.29 China launches third round of central environmental inspections 12
2.1.30 China considers amending law to promote rational utilization of mineral resources 12
2.2 Economy and policy abroad 12
2.2.1 SIA: Global semiconductor sales hit record high in 2022 12
2.2.2 IEA: Renewable energy installed capacity in 2022 to hit a new record 12
2.2.3 SIA: Global semiconductor sales down by 18.5% YoY in Jan 12
2.2.4 South Korea's semiconductor exports down by 41.5% YoY in Feb 12
2.2.5 World Bank raises China's economic growth forecast to 5.1% 12
2.2.6 Japan to restrict export of 23 types of semiconductor equipment 12
2.2.7 South Korea to invest USD122 billion in three key fields including semiconductor 13
2.2.8 WTO raises global trade growth forecast for 2023 13
2.2.9 SIA: Global semiconductor sales down by over 20% YoY in Feb 13
2.2.10 US initiates fifth antidumping sunset review on silicon metal from China 13
3. Market Movements 13
3.1 Domestic Market 13
3.1.1 Silicon metal 5-5-3 Delivered 13
3.1.2 Silicon metal 4-4-1 Delivered 14
3.1.3 Chinese silicon metal 3-3-03 Delivered 15
3.1.4 Silicon metal 2-2-02 Delivered 16
3.1.5 Silicon metal 4-2-1 Delivered 17
3.1.6 Polysilicon 9N Delivered 18
3.1.7 Silicon Powder 99%min Delivered 18
3.2 Export Market 19
3.2.1 Silicon metal 5-5-3 FOB China 19
3.2.2 Silicon metal 4-4-1 FOB China 21
3.2.3 Silicon metal 3-3-03 FOB China 22
3.2.4 Silicon metal 2-2-02 FOB China 24
3.3 International Market 26
3.3.1 Silicon metal 5-5-3 Delivered Europe 26
3.3.2 Silicon metal 4-4-1 Delivered Europe 26
3.3.3 Silicon metal 5-5-3 In port India 27
3.3.4 Silicon metal 4-4-1 In port India 28
4. Company News 30
4.1 Domestical company news 30
4.1.1 Allwin Telecommunication to build 5GW high-efficiency heterojunction solar cell and module project 30
4.1.2 2GW czochralski silicon bar project in Ordos comes on stream 30
4.1.3 Tongwei signs strategic cooperation agreement for South African market with Hexing Electrical 30
4.1.4 Guiguan Electric Power to invest RMB630 million in two photovoltaic projects 30
4.1.5 Tongwei to construct 120ktpy high purity silicon and supporting facility project 30
4.1.6 Xinjiang Hoshine increases silicon metal offers 31
4.1.7 Hoshine Silicon to invest RMB20 billion in several silicon projects 31
4.1.8 TCL Zhonghuan to invest RMB4.1 billion in construction of 35GW solar monocrystalline wafer project 31
4.1.9 Hexi Silicon's 200ktpy new silicic material comprehensive utilization project (Phase I) starts production 31
4.1.10 Thinkon Semiconductor postpones 8-inch semiconductor grade polished monocrystalline silicon wafer project 31
4.1.11 China's solar grade polysilicon output up by 36.5% YoY in Jan 31
4.1.12 East Hope's whole industry chain projects break ground 31
4.1.13 Daqo New Energy's polysilicon output exceeds 133.8kt in 2022 31
4.1.14 Tongwei achieves high purity silicon production capacity at 230kt 31
4.1.15 Daqo New Energy expects polysilicon output to reach 190-195kt in 2023 32
4.1.16 NBS: China's installed solar grid-connected capacity up by 28.1% YoY in 2022 32
4.1.17 Xinte Energy reports 61.03% increase YoY in 2022 polysilicon output 32
4.1.18 ASE Group plans to move 25% of SiP capacity out of Chinese mainland 32
4.1.19 Jinko Power to sell 110MW solar power plant for RMB114 million 32
4.1.20 Tongwei signs 100MW PV module agreement with Austrian supplier 32
4.1.21 Inner Mongolia receives 260ktpy polysilicon production and supporting facility project 32
4.1.22 Daqo puts 200ktpy polysilicon project (Phase I) into production 32
4.1.23 Shuangliang Eco-energy's 50GW monocrystalline silicon project starts construction in Baotou 32
4.1.24 Yunnan Tongwei starts building 200ktpy high-purity crystalline silicon project (phase two) 32
4.1.25 GCL System Integration starts 12GW module project in Funing 33
4.1.26 Hongshi Group's 200ktpy polysilicon project breaks ground 33
4.1.27 JISCO succeeds in high-purity silicon production 33
4.1.28 HT-tech to invest RMB2.86 billion in advanced encapsulation and test research and industrialization project 33
4.1.29 Sichuan's 100ktpy polysilicon project starts construction 33
4.1.30 Lihao Semiconductor launches 100ktpy high-purity silicon and 2ktpy semiconductor grade silicon project 33
4.1.31 GCL to stop silicon rod production by late 2023 33
4.1.32 Hoshine Silicon invests RMB42.6 billion to build PV integration capacity 33
4.1.33 LONGi to invest in construction of 10GW monocrystalline silicon module project in Heshan 34
4.1.34 JU Solar to build 3GW PV module project in Qianshan 34
4.1.35 Shuangpeng New Energy signs 20GW ultra-thin monocrystalline silicon wafer project 34
4.1.36 Tongwei signs investment agreement for 300ktpa green substrate material project 34
4.1.37 Saineng Silicon to build 20ktpa silane-process polysilicon project 34
4.1.38 Jinguan to take part in construction of charging piles of Iran-Russia road 34
4.1.39 Qinghai's 400ktpa silicon metal project starts construction 34
4.1.40 150ktpa silicon metal granule processing project to break ground in Longling, China 35
4.1.41 Xinjiang Qiya submits EIA of 200ktpa silicon metal project for approval 35
4.1.42 East Hope's 145ktpa silicon metal project begins phase one trial production 35
4.1.43 Tongwei to build 400ktpa industrial silicon project in Cangxi, China 35
4.1.44 East Hope's 400ktpa silicon metal project in Gansu begins trial production 35
4.1.45 Xinjiang Yaoju to build 100ktpa industrial silicon project 35
4.1.46 Dongyue Organosilicon terminates Luodian industrial silicon project 35
4.1.46 Pengcheng Photovoltaic Materials to build 50ktpa silicon metal project 35
4.1.47 Ji'an Taiwei puts second silicon metal production line into operation 36
4.1.48 Yongchang Silicon to build 96ktpa industrial silicon metal project 36
4.1.49 200ktpa silicon metal project kicks off construction in Guangyuan 36
4.1.50 Guazhou Baofeng to add 150ktpa of industrial silicon capacity 36
4.2 Overseas company news 36
4.2.1 RW silicium in Germany suspends silicon metal production 36
4.2.2 SIA: Global semiconductor sales down by over 20% YoY in Feb 36
4.2.3 Lao silicon increases silicon metal production output 36
4.2.5 Fire breaks out at Elkem's Salten silicon plant 36
4.2.6 REC Silicon closes sales of Yulin JV shares 36
4.2.7 Elkem reaches quartzite mining expansion agreement 37
4.2.8 REC Silicon inks polysilicon supply agreement with Hanwha 37
4.2.9 REC Silicon restarts Moses Lake granular plant 37
4.2.10 Ferroglobe acquires high-purity quartz mine in US 37
5. Producers Statistics 37
5.1 Chinese silicon metal producers' statistics 2023 37
5.1.1 Silicon metal producers' distribution by province by year 37
5.1.2 Silicon metal production capacity distribution by month by province in 2023 38
5.1.3 Top 15 Chinese silicon metal plants by capacity 2023 38
5.1.4 Chinese silicon metal producers' average operation rate by month by province 2023 38
5.1.5 Silicon metal output distribution by month by province 39
5.1.6 China silicon metal producers' inventory by province by month 40
5.2 International producers' statistics 40
5.2.1 International producers' statistics in 2023 40
6 Consumers Statistics 40
6.2 The output of polysilicon 40
6.3 The output of organic silicon 41
6.4 the output of aluminum ingot 41
7. Traders Statistics 41
7.1 Main Chinese silicon metal exporters list 2023 41
8. Customs Statistics 41
8.1 Chinese silicon metal annual export volume 2023 41
8.2 Chinese silicon metal export volume by country by month 2023 41
8.3 Chinese silicon metal export volume by country by year 2023 42
8.3 Import data for polysilicon 42
9. Supply and Demand Outlook 42
9.1 Supply Outlook 43
9.1.1 Silicon metal planned new established capacity in China 2024 43
9.1.2 Silicon metal planned new established capacity worldwide 2024 43
9.2 Demand outlook 43
9.2.1 Domestic demand in China 43
9.2.1.1 Demand from polysilicon industry 43
9.2.1.2 Demand from organosilicon industry 43
9.2.1.3 Demand from aluminum alloy industry 43
9.2.2 Overseas demand 43
9.2.2.1 Silicon metal demand in Europe 43
9.2.2.2 Silicon metal demand in India 43
9.2.2.3 Silicon metal demand in Japan 43
9.2.2.4 Silicon metal demand in the US 43
Silicon Metal Industry Annual Report 2023 1
1. Silicon metal industry overview 7
1.1 Definition of silicon metal 7
1.2 Global distribution of silicon metal capacity 7
1.3 Applications of silicon metal 7
1.3.1 Application areas 7
1.3.1.1 To produce alloys 7
1.3.1.2 To produce silicone fluid, resin, elastomer and other organic silicon 7
1.3.1.3 To produce photovoltaic components and semiconductor components 7
1.3.2 Application proportion in China 2023 7
1.4 Production cost of silicon metal in China 8
1.5 Features of silicon metal production in China 8
2. Economy and policy 8
2.1 Economy and policy in China 8
2.1.1 MEE calls for orderly promotion of green and low-carbon development in 2022 8
Inner Mongolia strives to expand installed new energy capacity to 90GW in 2023 8
2.1.2 MEE: Nearly 60% of rectification plan for second round of central environmental supervision completed 8
2.1.3 CSIA responds to restrictions imposed by USA, Netherlands and Japan on China 8
2.1.4 China again extends tariff exemptions on some U.S. imported products 9
2.1.5 Shaanxi expects installed wind and solar capacity to exceed 80GW by 2030 9
2.1.6 NBS: China's installed solar grid-connected capacity up by 28.1% YoY in 2022 9
2.1.7 NEA: China ramps up efforts in mega solar and wind power projects 9
2.1.8 China issues Action Plan for Development of Intelligent Detection Equipment Industry (2023-2025) 9
2.1.9 China's solar grade polysilicon output up by 36.5% YoY in Jan 9
2.1.10 LONGi to invest RMB7.77 billion in 30GW high-efficiency monocrystalline cell project 9
2.1.11 Shangji Automation's monocrystalline silicon wafer shipments up by 79.09% YoY in 2022 9
2.1.12 Haikou to build semiconductor manufacturing cluster worth RMB3.2 billion 9
2.1.13 China to cut reserve requirement ratio by 0.25 percentage points 10
2.1.14 NEA: China's installed PV capacity up by 20.37GW in Jan-Feb 10
2.1.15 MIIT: Strive to stabilize mass consumption of automobiles and consumer electronics 10
2.1.16 China further enforces preferential policies for small businesses regarding income tax 10
2.1.17 MIIT: China's polysilicon output up by more than 60% YoY in Jan-Feb 10
2.1.18 NEA: China targets an increase of around 160GW in installed wind and PV capacity in 2023 10
2.1.19 Ningxia invigorates silicon wafer, new energy and other strategic emerging industries 10
2.1.20 MIIT: China's PV rolled glass output up by 83.6% in Q1 11
2.1.21 China to take special action on screening and preventing potential large accidents 11
2.1.22 China to further expand scale of RMB settlement for cross-border trade 11
2.1.23 Taiyuan conducts investigation and rectification campaign to prevent major accidents 11
2.1.24 Dongli Holding signs 200ktpy high-purity polysilicon project 11
2.1.25 NBS: Power generation up by 6.1% YoY in Apr 11
2.1.26 China to scale up medium and long-term lending toward manufacturing sector 11
2.1.27 NBS: China's production of ten nonferrous metals up by 7.7% YoY in Jan-Apr 11
2.1.28 China to inspect over 4000 high energy-consuming companies in 2023 11
2.1.29 China launches third round of central environmental inspections 12
2.1.30 China considers amending law to promote rational utilization of mineral resources 12
2.2 Economy and policy abroad 12
2.2.1 SIA: Global semiconductor sales hit record high in 2022 12
2.2.2 IEA: Renewable energy installed capacity in 2022 to hit a new record 12
2.2.3 SIA: Global semiconductor sales down by 18.5% YoY in Jan 12
2.2.4 South Korea's semiconductor exports down by 41.5% YoY in Feb 12
2.2.5 World Bank raises China's economic growth forecast to 5.1% 12
2.2.6 Japan to restrict export of 23 types of semiconductor equipment 12
2.2.7 South Korea to invest USD122 billion in three key fields including semiconductor 13
2.2.8 WTO raises global trade growth forecast for 2023 13
2.2.9 SIA: Global semiconductor sales down by over 20% YoY in Feb 13
2.2.10 US initiates fifth antidumping sunset review on silicon metal from China 13
3. Market Movements 13
3.1 Domestic Market 13
3.1.1 Silicon metal 5-5-3 Delivered 13
3.1.2 Silicon metal 4-4-1 Delivered 14
3.1.3 Chinese silicon metal 3-3-03 Delivered 15
3.1.4 Silicon metal 2-2-02 Delivered 16
3.1.5 Silicon metal 4-2-1 Delivered 17
3.1.6 Polysilicon 9N Delivered 18
3.1.7 Silicon Powder 99%min Delivered 18
3.2 Export Market 19
3.2.1 Silicon metal 5-5-3 FOB China 19
3.2.2 Silicon metal 4-4-1 FOB China 21
3.2.3 Silicon metal 3-3-03 FOB China 22
3.2.4 Silicon metal 2-2-02 FOB China 24
3.3 International Market 26
3.3.1 Silicon metal 5-5-3 Delivered Europe 26
3.3.2 Silicon metal 4-4-1 Delivered Europe 26
3.3.3 Silicon metal 5-5-3 In port India 27
3.3.4 Silicon metal 4-4-1 In port India 28
4. Company News 30
4.1 Domestical company news 30
4.1.1 Allwin Telecommunication to build 5GW high-efficiency heterojunction solar cell and module project 30
4.1.2 2GW czochralski silicon bar project in Ordos comes on stream 30
4.1.3 Tongwei signs strategic cooperation agreement for South African market with Hexing Electrical 30
4.1.4 Guiguan Electric Power to invest RMB630 million in two photovoltaic projects 30
4.1.5 Tongwei to construct 120ktpy high purity silicon and supporting facility project 30
4.1.6 Xinjiang Hoshine increases silicon metal offers 31
4.1.7 Hoshine Silicon to invest RMB20 billion in several silicon projects 31
4.1.8 TCL Zhonghuan to invest RMB4.1 billion in construction of 35GW solar monocrystalline wafer project 31
4.1.9 Hexi Silicon's 200ktpy new silicic material comprehensive utilization project (Phase I) starts production 31
4.1.10 Thinkon Semiconductor postpones 8-inch semiconductor grade polished monocrystalline silicon wafer project 31
4.1.11 China's solar grade polysilicon output up by 36.5% YoY in Jan 31
4.1.12 East Hope's whole industry chain projects break ground 31
4.1.13 Daqo New Energy's polysilicon output exceeds 133.8kt in 2022 31
4.1.14 Tongwei achieves high purity silicon production capacity at 230kt 31
4.1.15 Daqo New Energy expects polysilicon output to reach 190-195kt in 2023 32
4.1.16 NBS: China's installed solar grid-connected capacity up by 28.1% YoY in 2022 32
4.1.17 Xinte Energy reports 61.03% increase YoY in 2022 polysilicon output 32
4.1.18 ASE Group plans to move 25% of SiP capacity out of Chinese mainland 32
4.1.19 Jinko Power to sell 110MW solar power plant for RMB114 million 32
4.1.20 Tongwei signs 100MW PV module agreement with Austrian supplier 32
4.1.21 Inner Mongolia receives 260ktpy polysilicon production and supporting facility project 32
4.1.22 Daqo puts 200ktpy polysilicon project (Phase I) into production 32
4.1.23 Shuangliang Eco-energy's 50GW monocrystalline silicon project starts construction in Baotou 32
4.1.24 Yunnan Tongwei starts building 200ktpy high-purity crystalline silicon project (phase two) 32
4.1.25 GCL System Integration starts 12GW module project in Funing 33
4.1.26 Hongshi Group's 200ktpy polysilicon project breaks ground 33
4.1.27 JISCO succeeds in high-purity silicon production 33
4.1.28 HT-tech to invest RMB2.86 billion in advanced encapsulation and test research and industrialization project 33
4.1.29 Sichuan's 100ktpy polysilicon project starts construction 33
4.1.30 Lihao Semiconductor launches 100ktpy high-purity silicon and 2ktpy semiconductor grade silicon project 33
4.1.31 GCL to stop silicon rod production by late 2023 33
4.1.32 Hoshine Silicon invests RMB42.6 billion to build PV integration capacity 33
4.1.33 LONGi to invest in construction of 10GW monocrystalline silicon module project in Heshan 34
4.1.34 JU Solar to build 3GW PV module project in Qianshan 34
4.1.35 Shuangpeng New Energy signs 20GW ultra-thin monocrystalline silicon wafer project 34
4.1.36 Tongwei signs investment agreement for 300ktpa green substrate material project 34
4.1.37 Saineng Silicon to build 20ktpa silane-process polysilicon project 34
4.1.38 Jinguan to take part in construction of charging piles of Iran-Russia road 34
4.1.39 Qinghai's 400ktpa silicon metal project starts construction 34
4.1.40 150ktpa silicon metal granule processing project to break ground in Longling, China 35
4.1.41 Xinjiang Qiya submits EIA of 200ktpa silicon metal project for approval 35
4.1.42 East Hope's 145ktpa silicon metal project begins phase one trial production 35
4.1.43 Tongwei to build 400ktpa industrial silicon project in Cangxi, China 35
4.1.44 East Hope's 400ktpa silicon metal project in Gansu begins trial production 35
4.1.45 Xinjiang Yaoju to build 100ktpa industrial silicon project 35
4.1.46 Dongyue Organosilicon terminates Luodian industrial silicon project 35
4.1.46 Pengcheng Photovoltaic Materials to build 50ktpa silicon metal project 35
4.1.47 Ji'an Taiwei puts second silicon metal production line into operation 36
4.1.48 Yongchang Silicon to build 96ktpa industrial silicon metal project 36
4.1.49 200ktpa silicon metal project kicks off construction in Guangyuan 36
4.1.50 Guazhou Baofeng to add 150ktpa of industrial silicon capacity 36
4.2 Overseas company news 36
4.2.1 RW silicium in Germany suspends silicon metal production 36
4.2.2 SIA: Global semiconductor sales down by over 20% YoY in Feb 36
4.2.3 Lao silicon increases silicon metal production output 36
4.2.5 Fire breaks out at Elkem's Salten silicon plant 36
4.2.6 REC Silicon closes sales of Yulin JV shares 36
4.2.7 Elkem reaches quartzite mining expansion agreement 37
4.2.8 REC Silicon inks polysilicon supply agreement with Hanwha 37
4.2.9 REC Silicon restarts Moses Lake granular plant 37
4.2.10 Ferroglobe acquires high-purity quartz mine in US 37
5. Producers Statistics 37
5.1 Chinese silicon metal producers' statistics 2023 37
5.1.1 Silicon metal producers' distribution by province by year 37
5.1.2 Silicon metal production capacity distribution by month by province in 2023 38
5.1.3 Top 15 Chinese silicon metal plants by capacity 2023 38
5.1.4 Chinese silicon metal producers' average operation rate by month by province 2023 38
5.1.5 Silicon metal output distribution by month by province 39
5.1.6 China silicon metal producers' inventory by province by month 40
5.2 International producers' statistics 40
5.2.1 International producers' statistics in 2023 40
6 Consumers Statistics 40
6.2 The output of polysilicon 40
6.3 The output of organic silicon 41
6.4 the output of aluminum ingot 41
7. Traders Statistics 41
7.1 Main Chinese silicon metal exporters list 2023 41
8. Customs Statistics 41
8.1 Chinese silicon metal annual export volume 2023 41
8.2 Chinese silicon metal export volume by country by month 2023 41
8.3 Chinese silicon metal export volume by country by year 2023 42
8.3 Import data for polysilicon 42
9. Supply and Demand Outlook 42
9.1 Supply Outlook 43
9.1.1 Silicon metal planned new established capacity in China 2024 43
9.1.2 Silicon metal planned new established capacity worldwide 2024 43
9.2 Demand outlook 43
9.2.1 Domestic demand in China 43
9.2.1.1 Demand from polysilicon industry 43
9.2.1.2 Demand from organosilicon industry 43
9.2.1.3 Demand from aluminum alloy industry 43
9.2.2 Overseas demand 43
9.2.2.1 Silicon metal demand in Europe 43
9.2.2.2 Silicon metal demand in India 43
9.2.2.3 Silicon metal demand in Japan 43
9.2.2.4 Silicon metal demand in the US 43
