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2020年底不同硅片厂商小炉径单晶炉数量(台)及估算产能(GW)
2020年底不同硅片厂商小炉径单晶炉数量(台)及估算产能(GW)
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所属报告:
2021年硅片龙头京运通公司三大优势分析报告(22页).pdf
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相关数据
国内工业硅炉型以小炉型为主
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2020年底不同硅片厂商券小炉径单晶炉数量(台)及估算产能(GW)炉径80cm证85cm90cm95cm100cm105cm110cm115cm中环17898
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2020年底硅片厂商不同炉径单晶炉数量(台)
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硅片产能偏紧原因二:落后产能淘汰,行业持续洗牌。尽管近年来硅片环节的技术路线未出现较大变化,但在尺寸不断增大以及成本持续下行的背景下,行业内落后产能开始加速淘汰。2021年将是落后产能淘汰速度明显加快的一年,由于 182和 210市场份额快速提升,166以下尺寸的硅片产能需求已经十分有限,小炉径产能很难持续生产,因此 166mm 以下的产能将逐步退出历史舞台,此外,20 年上半年的硅片价格战使得一些盈利能力较差的小厂商逐步退出市场,根据我们估算,2021 年将有超过 50GW 的产能退出市场。因此实际上 21 年的有效硅片产能应该在 220GW 左右,按1.2 倍容配比和 5%的硅片到组件端的损耗率计算,支撑 160GW 的装机需求需要至少202GW的硅片产能,硅片产能整体紧平衡。
行业数据
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当前图表所属:
2021年硅片龙头京运通公司三大优势分析报告(22页).pdf
公司乐山一期场平现场
公司产能扩张规划
2012-2020前三季度公司归母净利润(亿元)
2012-2020H1公司主营业务收入(亿元)
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