SPI Infoamtion

1. Introduction

Polysilicon Value Chain
Silicon Supply Chain for Solar Application

2. Market Overview

2.1 Global Demand/Supply Scenario

Polysilicon Supply by Application - Solar & Semiconductor
Upstream and Downstream Processes
Polysilicon Market Growth
Polysilicon Demand and Supply Scenario

2.1.1 Pricing Trend

Price Movements of Polysilicon
Growth in Polysilicon Contract & Spot Market Prices
Polysilicon Cost Analysis

2.2 Consumption by Application Segment

Growth in Polysilicon Consumption: Solar vs. Semiconductor

3. End Market Analysis

3.1 Solar

3.1.1 Market Growth

Global Photovoltaic Market Size and Growth
Solar Cell Polysilicon Demand, Supply and Market Growth

3.1.2 Top Markets

Global Polysilicon Demand by Regional Markets
European Photovoltaic Market
Global PV Installations by Main Markets

3.2 Semiconductor

3.2.1 Market Growth

Global Semiconductor Market Growth and Projections

3.2.2 Top Markets

Developments in Key Semiconductor Markets
Market Share of Key Semiconductor Markets

4. Key Growth Drivers

4.1 Growth in End Markets
4.2 Increasing Consumer Spending and World GDP

5. Competitive Landscape

Major Global Polysilicon Players
Polysilicon Production Capacity by Type of Players: Tier I, II and III
Polysilicon Profiles of Major Producers

6. Company Profiles

6.1 Hemlock Semiconductor Corporation

Business Overview
Significant Developments
Capacity Expansion Programme
New Polysilicon Capacity

6.2 Wacker Chemie

Business Overview
Business Strategies
Closing Solar Wafer Business: Focus on Polysilicon Production
Polysilicon Production Capacity Expansion
Focus on Emerging Markets

6.3 Renewable Energy Corp (REC)

Business Overview
Business Strategies
Production Capacity Expansion Plan
Cost Reduction

6.4 Tokuyama Corp

Business Overview
Business Strategies
Strengthening Competitiveness by Improving Productivity
Concentration on Polysilicon Production
Promoting Three-year Management Plan

6.5 MEMC

Business Overview
Significant Developments
Acquired Stake In Eversol Corp.
Agreement with Irvine Unified School District
Completion of Acquisition of SunEdison
Joint Venture with Q-Cells SE

7. Market Outlook

7.1 Market Forecast
7.2 Forecast Methodology
7.2.1 Dependent and Independent Variables
7.2.2 Correlation Analysis
7.2.3 Regression Analysis

List of Tables

Global Polysilicon Supply Model (2006-2011E)
End Market Contribution to Polysilicon Consumption (2006-2011E)
Global Annual PV Market Installation (2006-2013E)
Regional Semiconductor Market Value (2004-2008)
Polysilicon Capacity: Tier-I (2006-2011E)
Polysilicon Capacity: Tier-II (2006-2011E)
Polysilicon Capacity: Tier-III (2006-2011E)
Polysilicon Producer Profiles (2008-2011E)
Wacker's Competitive Position
Polysilicon Production Capacity: Tokuyama Corp. (2006-2011E)
MEMC Business Lines
Dependent & Independent Variables (2003-2009)
Correlation Table
Model Summary - Coefficient of Determination
Regression Coefficients Output

List of Charts

Polysilicon Production Chain
Silicon Supply Chain: Solar
Global Polysilicon Capacity (2006-2011E)
Global Polysilicon Oversupply/Shortage (2006-2011E)
Growth in Polysilicon Demand and Supply (2006-2011E)
Polysilicon Average Contract Prices (2004-2010)
Polysilicon Spot Market Price (2007-2012)
Polysilicon Cost Sensitivity
Cell Efficiency Sensitivity
Worldwide Polysilicon Consumption/Demand: By End-Markets (2006-11E)
Growth in Polysilicon Consumption/Demand: By Markets (2006-2011E)
Global Revenues by Photovoltaic Installation (2008-2013E)
Global Annual PV Market Installation (2005-2013E)
Solar Cell End Market Demand (2006-2013E)
Regional PV Market Installation (2008)
Global Semiconductor Market Value (2006-2011)
World GDP Statistics (2005-2013)
Ownership Structure: Hemlock Semiconductor
Revenues by Business Segments: Renewable Energy Corp. (2008)
Revenue by Geographic Segments: Renewable Energy Corp. (2008)
Revenues by Segments: Tokuyama Corp. (2008)
Revenues by Geographic Segments: MEMC (2008)
Global Polysilicon Supply Forecast (2009-11E)