On the Development of silicon carbide industry

As we all know, silicon carbide has a very broad application areas, with high stability silicon carbide crystal is a good semiconductor materials, silicon carbide crystals used in China mainly relies on imported materials. However, the development of silicon carbide industry worries us, and in this I summed up 2011 silicon carbide industry status quo, from excess capacity, appearance and prosperity, and the prices swerved three aspects to elaborate, only represent their own suggestions!
First, excess capacity
In recent years, as the global voice of the yearly high energy saving, new energy photovoltaic enterprises to obtain a triumph of development, especially in the photovoltaic industry in 2010 experienced a spurt of development. With the rise of the photovoltaic industry, for important materials as silicon wire cutting silicon carbide fine powder to form a huge demand. 2010, the global installed capacity of 15.7GW, the demand for silicon carbide fine powder of about 260,000 tons (of green silicon carbide fine powder) is projected to be green silicon carbide materials known to block about 50 million tons. In the case of expectations and optimism, our green silicon carbide production capacity has reached 1.6 million tons, mainly distributed in Qinghai, Gansu, Xinjiang and other regions, serious excess capacity.
Second, the appearance of prosperity
Silicon carbide fine powder as a new multi-functional composite materials, in recent years, is widely used in high-end solar energy, cutting grinding semiconductor, LED, nonmetal ceramics, high-performance sealing rings and other fields. Especially in recent years, both domestic and foreign media and industrial policies are strongly boost the rapid development of this emerging industry. Strong development of photovoltaic industry expectations, resulting silicon carbide industry hot, attracting a large number of enterprises and social investors flocked to overcome the energy conservation and other multi-pressure silicon carbide production enterprises of all sizes can be described as everywhere, the burgeoning optimism .
Third, the market swerved
Into 2011, the photovoltaic industry experienced a 2005-2010 compound annual growth rate of more than 40% of high growth this year, from April to May, the most important by the European PV market policy changes, the PV installed capacity is almost stagnant state. Serious overcapacity photovoltaic industry chain inventory pressure makes drastic correction, prices have been falling, from integrated systems, components, into silicon, even to the higher threshold upstream polysilicon raw materials, industrial chain spared. Statistics show that since the start of April 1st polysilicon spot market prices fell 40% (by early April of 780,000 yuan / ton down to the current 350,000 yuan / ton), silicon prices fell more than 40%, component prices fell 27%.
The whole industry chain prices fell rapidly, so that all photovoltaic enterprises gross margins have fallen sharply, rapidly narrowing profit margins, some no-cost or even a loss advantage for SMEs, the operating rate fell below 50%. Tragic extent comparable to the 2008 financial crisis.
In this context, as part of its industrial chain on a ring, silicon carbide, can not escape the production enterprises, the products have no market price, business situation deteriorated sharply, the industry reshuffle is inevitable.