byRICHARD WINEGARNER

SAGE CONCEPTS

SILICON USEAGE IN SEMICONDUCTORSILICON USEAGE IN SEMICONDUCTOR

& PHOTOVOLTAIC APPLICATIONS& PHOTOVOLTAIC APPLICATIONS

Sage Concepts Inc. is a producer of silicon reports & custom analysis since 1982.Located in Healdsburg, CA www.sageconceptsonline.com

SILICON INDUSTRY 2010 REPORT24 TH EDITION

POLYSILICON 2010 REPORT6 TH EDITION

In depth reports on the manufacture of polysilicon,silicon ingot, silicon wafers, and semi and PV devices.

SAGE CONCEPTS INTRODUCTIONSAGE CONCEPTS INTRODUCTION

IN THE EARLY 1960'SSILICON DISPLACED GERMANIUMTO BECOME THE MATERIAL OF CHOICEFOR THE SEMICONDUCTOR INDUSTRY

TODAY 200 MM AND 300 MM DIAMETER WAFERSDOMINATE THE SEMICONDUCTOR INDUSTRYACCOUNTING FOR ALMOST 90% OF THE WAFER AREACOMSUMED

SILICON THE MATERIAL OF CHOICESILICON THE MATERIAL OF CHOICE

THE LEADING CONSUMERS OFSEMICONDUCTOR WAFERS ARE:

SAMSUNG - SOUTH KOREATOSHIBA - JAPANTSMC - TAIWANHYNIX - SOUTH KOREATEXAS INSTRUMENTS - USAST MICRO - EUROPEMICRON TECHNOLOGY - USAINTEL - USARENESAS - JAPANELPIDA - JAPAN

SEMICONDUCTOR WAFER CONSUMERSSEMICONDUCTOR WAFER CONSUMERS

ASIA PACIFIC46.2%

EUROPE9.1%

JAPAN28.1%

NORTH AMERICA16.0%

OTHER0.6%

REGION SEMI WAFER CONSUMPTIONREGION SEMI WAFER CONSUMPTION

DR

AM

OTH

ER M

EMO

RY

SMA

LL M

OS

LOG

IC

MC

U

LIN

EAR

DIS

CR

ETE

IMA

GE

SEN

SOR

MPU

BIP

OLA

R

0

500

1000

1500

2000

SEMI WAFER CONSUMPTION BY DEVICESEMI WAFER CONSUMPTION BY DEVICE

THE LEADING PRODUCERS OF SEMICONDUCTOR WAFERS ARE:

SHIN ETSU HANDOTAI- JAPANSUMCO - JAPANSILTRONIC - EUROPEMEMC - USALG SILTRON - SOUTH KOREAOTHERS

TOP 3 HAVE ALMOST 90% MARKET SHARE

LEADING SEMI WAFER PRODUCERSLEADING SEMI WAFER PRODUCERS

BY REGION

ASIA PACIFIC29.7%

EUROPE8.3%

JAPAN50.7%

NORTH AMERICA11.3%

SEMI WAFER PRODUCTIONSEMI WAFER PRODUCTION

THE LEADING PRODUCERS OF SEMICONDUCTOR POLYSILICON ARE:

HEMLOCK - USATOKUYAMA - JAPANWACKER - EUROPEMITSUBISHI - JAPANREC SILICON - USAMEMC - USAOTC - JAPANOTHERS

TOP 3 HAVE ALMOST 65% MARKET SHARE

SEMI POLYSILICON PRODUCERSSEMI POLYSILICON PRODUCERS

 

BY REGION

EUROPE16.9%

JAPAN32.2%

NORTH AMERICA51.0%

SEMI POLYSILICON PRODUCTIONSEMI POLYSILICON PRODUCTION

 

SEMI SILICON FLOWSEMI SILICON FLOW

USA - JAPAN

JAPAN - ASIA

ASIA - JAPAN

POLYSILICON

WAFERS

IC DEVICES

1985

1986

1987

1988

1989

1990

1991

1992

1993

1994

1995

1996

1997

1998

1999

2000

2001

2002

2003

2004

2005

2006

2007

2008

2009

0

10

20

30

40

50

60Th

ousa

nds SEMI

PV

PAST WAS DOMINATED BY SEMICONDUCTOR INDUSTRYAND THE FUTURE WILL BE DOMINATED BY THE PHOTOVOLTAIC INDUSTRY

POLYSILICON HISTORYPOLYSILICON HISTORY

THE LEADING CONSUMERS OFPHOTOVOLTAIC WAFERS ARE:

SUNTECH - CHINASHARP - JAPANYINGLI - CHINAQ-CELLS - GERMANYJA SOLAR - CHINATRINA - CHINASUNPOWER - USAKYOCERA - JAPANMOTECH - TAIWANGINTECH - TAIWAN

PV WAFER CONSUMPTIONPV WAFER CONSUMPTION

ASIA PACIFIC54.6%

EUROPE19.0%

JAPAN18.4%

NORTH AMERICA2.4%

OTHER5.6%

BY REGION

PV WAFER CONSUMPTIONPV WAFER CONSUMPTION

THE LEADING PRODUCERS OF PHOTOVOLTAIC WAFERS ARE:

LDK - CHINAGLORY - CHINAREC - NORWAYM SETEK - JAPANGET - TAIWANRENESOLA - CHINALONGI - CHINACRYSTALOX - UK

TOP 3 HAVE ALMOST 30% MARKET SHARE

PV WAFER PRODUCERSPV WAFER PRODUCERS

 

BY REGION

ASIA PACIFIC40.5%

EUROPE35.5%

JAPAN15.6%

NORTH AMERICA5.8%

OTHER2.6%

PV WAFER PRODUCTIONPV WAFER PRODUCTION

THE LEADING PRODUCERS OF PHOTOVOLTAIC POLYSILICON ARE:

HEMLOCK - USAWACKER - EUROPEOCI - SOUTH KOREAREC SILICON - USAMEMC - USAGCL - CHINATOKUYAMA - JAPANOTHERS

TOP 3 HAVE ALMOST 66% MARKET SHARE

PV POLYSILICON PRODUCERSPV POLYSILICON PRODUCERS

 

BY REGION

ASIA PACIFIC17.2%

EUROPE27.6%

JAPAN10.3%

NORTH AMERICA44.8%

PV POLYSILICON PRODUCTIONPV POLYSILICON PRODUCTION

 

PV SILICON FLOWPV SILICON FLOW

USA - EUROPE

ASIA - EUROPE

ASIA - EUROPE

POLYSILICON

WAFERS

CELLS

2005 2006 2007 2008 2009 2010 2011 2012 20130

50,000

100,000

150,000

200,000

250,000

SOLAR SEMI

40,400 51,60066,800

150,000

190,000

240,000

SUPPLY

27,000

115,000

POLYSILICON SUPPLY & DEMANDPOLYSILICON SUPPLY & DEMAND