The Analysis of the Present Situation for Industrial Chain, Production and Supply of Polysilicon Industry in China

1. Cov saw hlau kev lag luam Polysilicon: Cov txheej txheem tsim khoom yog qhov nyuaj, thiab cov downstream tsom mus rau photovoltaic semiconductors

Polysilicon feem ntau yog tsim los ntawm kev lag luam silicon, chlorine thiab hydrogen, thiab nyob rau sab saud ntawm cov saw hlau photovoltaic thiab semiconductor kev lag luam. Raws li CPIA cov ntaub ntawv, txoj kev tsim polysilicon tam sim no hauv ntiaj teb yog txoj kev hloov kho Siemens, tshwj tsis yog Tuam Tshoj, ntau dua 95% ntawm polysilicon yog tsim los ntawm txoj kev hloov kho Siemens. Hauv cov txheej txheem ntawm kev npaj polysilicon los ntawm txoj kev Siemens zoo dua, ua ntej, roj chlorine yog ua ke nrog roj hydrogen los tsim hydrogen chloride, thiab tom qab ntawd nws reacts nrog hmoov silicon tom qab crushing thiab sib tsoo ntawm kev lag luam silicon los tsim trichlorosilane, uas yog txo ntxiv los ntawm roj hydrogen los tsim polysilicon. Polycrystalline silicon tuaj yeem yaj thiab txias los ua polycrystalline silicon ingots, thiab monocrystalline silicon kuj tuaj yeem tsim los ntawm Czochralski lossis thaj chaw yaj. Piv nrog polycrystalline silicon, ib leeg siv lead ua silicon yog tsim los ntawm cov nplej siv lead ua nrog tib qho kev taw qhia siv lead ua, yog li nws muaj kev coj hluav taws xob zoo dua thiab kev hloov pauv zoo dua. Ob qho tib si polycrystalline silicon ingots thiab monocrystalline silicon rods tuaj yeem txiav thiab ua tiav rau hauv silicon wafers thiab cell, uas ua rau cov khoom tseem ceeb ntawm photovoltaic modules thiab siv hauv thaj chaw photovoltaic. Tsis tas li ntawd xwb, cov silicon wafers uas siv lead ua ib leeg kuj tseem tuaj yeem tsim ua silicon wafers los ntawm kev sib tsoo, polishing, epitaxy, ntxuav thiab lwm yam txheej txheem, uas tuaj yeem siv ua cov ntaub ntawv substrate rau cov khoom siv hluav taws xob semiconductor.

Cov ntsiab lus tsis huv ntawm polysilicon yog qhov yuav tsum tau ua nruj me ntsis, thiab kev lag luam muaj cov yam ntxwv ntawm kev nqis peev siab thiab kev cuam tshuam kev siv tshuab siab. Txij li thaum qhov huv ntawm polysilicon yuav cuam tshuam loj heev rau cov txheej txheem kos duab silicon ib leeg, cov kev cai huv yog nruj heev. Qhov huv tsawg kawg nkaus ntawm polysilicon yog 99.9999%, thiab qhov siab tshaj plaws yog ze rau 100%. Tsis tas li ntawd, Tuam Tshoj cov qauv hauv tebchaws tau muab cov kev cai meej rau cov ntsiab lus tsis huv, thiab raws li qhov no, polysilicon tau muab faib ua qib I, II, thiab III, uas cov ntsiab lus ntawm boron, phosphorus, oxygen thiab carbon yog qhov ntsuas tseem ceeb. "Cov Cai Nkag Mus Rau Kev Lag Luam Polysilicon" hais tias cov tuam txhab lag luam yuav tsum muaj kev tshuaj xyuas zoo thiab kev tswj hwm, thiab cov qauv khoom ua raws li cov qauv hauv tebchaws; Ntxiv rau, cov xwm txheej nkag mus kuj xav tau qhov ntsuas thiab kev siv zog ntawm cov tuam txhab tsim khoom polysilicon, xws li hnub ci-qib, hluav taws xob-qib polysilicon Qhov project scale ntau dua 3000 tons / xyoo thiab 1000 tons / xyoo feem, thiab qhov tsawg kawg nkaus peev piv rau kev nqis peev ntawm kev tsim kho tshiab thiab kev tsim kho dua tshiab thiab kev nthuav dav project yuav tsum tsis txhob qis dua 30%, yog li polysilicon yog kev lag luam-intensive peev. Raws li CPIA cov ntaub ntawv, tus nqi peev ntawm 10,000-ton polysilicon kab ntau lawm khoom siv tso rau hauv kev ua haujlwm hauv xyoo 2021 tau nce me ntsis mus rau 103 lab yuan / kt. Qhov laj thawj yog qhov nce ntawm tus nqi ntawm cov khoom siv hlau loj. Nws xav tias tus nqi peev yav tom ntej yuav nce nrog kev nce qib ntawm cov khoom siv thev naus laus zis thiab monomer txo qis raws li qhov loj me nce. Raws li cov cai, kev siv hluav taws xob ntawm polysilicon rau hnub ci-qib thiab hluav taws xob-qib Czochralski txo qis yuav tsum tsawg dua 60 kWh / kg thiab 100 kWh / kg feem, thiab cov kev cai rau cov ntsuas kev siv hluav taws xob yog qhov nruj heev. Kev tsim cov Polysilicon feem ntau yog los ntawm kev lag luam tshuaj lom neeg. Cov txheej txheem tsim khoom yog qhov nyuaj heev, thiab qhov txwv rau cov kev siv tshuab, kev xaiv khoom siv, kev ua haujlwm thiab kev ua haujlwm yog siab. Cov txheej txheem tsim khoom muaj ntau yam tshuaj lom neeg nyuaj, thiab tus lej ntawm cov nodes tswj hwm yog ntau dua 1,000. Nws nyuaj rau cov neeg nkag tshiab sai sai ua tus tswv ntawm kev ua haujlwm paub tab. Yog li ntawd, muaj cov peev txheej siab thiab cov teeb meem kev siv tshuab hauv kev lag luam tsim cov polysilicon, uas kuj txhawb cov tuam txhab tsim cov polysilicon kom ua tiav kev txhim kho kev siv tshuab ntawm cov txheej txheem ntws, ntim khoom thiab cov txheej txheem thauj mus los.

2. Kev faib tawm Polysilicon: kev huv huv txiav txim siab siv, thiab qib hnub ci nyob hauv cov ntsiab lus tseem ceeb

Polycrystalline silicon, ib hom ntawm cov silicon elemental, yog tsim los ntawm cov nplej siv lead ua ke nrog cov kev taw qhia sib txawv, thiab feem ntau yog purified los ntawm kev ua cov silicon hauv kev lag luam. Cov tsos ntawm polysilicon yog grey metallic luster, thiab lub melting point yog li 1410 ℃. Nws tsis ua haujlwm ntawm chav tsev kub thiab ntau dua nyob rau hauv lub xeev molten. Polysilicon muaj cov khoom semiconductor thiab yog ib qho tseem ceeb heev thiab zoo heev semiconductor khoom siv, tab sis me me ntawm impurities tuaj yeem cuam tshuam loj heev rau nws conductivity. Muaj ntau txoj kev faib tawm rau polysilicon. Ntxiv nrog rau qhov kev faib tawm saum toj no raws li Tuam Tshoj lub teb chaws cov qauv, peb lwm txoj kev faib tawm tseem ceeb tau qhia ntawm no. Raws li cov kev xav tau purity sib txawv thiab kev siv, polysilicon tuaj yeem faib ua hnub ci-qib polysilicon thiab hluav taws xob-qib polysilicon. Hnub ci-qib polysilicon feem ntau yog siv rau hauv kev tsim cov photovoltaic cells, thaum hluav taws xob-qib polysilicon yog siv dav hauv kev lag luam integrated circuit ua cov khoom siv raw rau chips thiab lwm yam kev tsim khoom. Qhov purity ntawm lub hnub ci-qib polysilicon yog 6 ~ 8N, uas yog, tag nrho cov impurity cov ntsiab lus yuav tsum qis dua 10 -6, thiab qhov purity ntawm polysilicon yuav tsum ncav cuag 99.9999% lossis ntau dua. Cov kev cai purity ntawm hluav taws xob-qib polysilicon yog qhov nruj dua, nrog tsawg kawg yog 9N thiab tam sim no siab tshaj plaws ntawm 12N. Kev tsim cov hluav taws xob-qib polysilicon yog qhov nyuaj heev. Muaj ob peb lub tuam txhab Suav uas tau mastered lub tshuab tsim khoom ntawm hluav taws xob-qib polysilicon, thiab lawv tseem nyob ntawm kev xa khoom tuaj. Tam sim no, cov zis ntawm hnub ci-qib polysilicon yog loj dua li ntawm hluav taws xob-qib polysilicon, thiab tus qub yog li 13.8 npaug ntawm qhov kawg.

Raws li qhov sib txawv ntawm cov khoom siv silicon uas tsis muaj impurities thiab conductivity, nws muaj peev xwm muab faib ua P-hom thiab N-hom. Thaum silicon raug doped nrog cov khoom tsis muaj impurity, xws li boron, txhuas, gallium, thiab lwm yam, nws yog dominated los ntawm qhov conduction thiab yog P-hom. Thaum silicon raug doped nrog cov khoom tsis muaj impurity, xws li phosphorus, arsenic, antimony, thiab lwm yam, nws yog dominated los ntawm electron conduction thiab yog N-hom. P-hom roj teeb feem ntau suav nrog BSF roj teeb thiab PERC roj teeb. Xyoo 2021, PERC roj teeb yuav suav rau ntau dua 91% ntawm kev lag luam thoob ntiaj teb, thiab BSF roj teeb yuav raug tshem tawm. Thaum lub sijhawm uas PERC hloov BSF, qhov kev hloov pauv ntawm P-hom hlwb tau nce ntxiv los ntawm tsawg dua 20% mus rau ntau dua 23%, uas yog yuav mus txog qhov kev txwv siab tshaj plaws ntawm 24.5%, thaum qhov kev txwv siab tshaj plaws ntawm N-hom hlwb yog 28.7%, thiab N-hom hlwb muaj kev hloov pauv siab, Vim yog qhov zoo ntawm qhov sib piv bifacial siab thiab qhov kub qis coefficient, cov tuam txhab tau pib xa cov kab ntau lawm rau N-hom roj teeb. Raws li CPIA qhov kev kwv yees, qhov sib piv ntawm N-hom roj teeb yuav nce ntxiv ntau los ntawm 3% mus rau 13.4% hauv xyoo 2022. Nws xav tias hauv tsib xyoos tom ntej no, qhov rov ua dua ntawm N-hom roj teeb rau P-hom roj teeb yuav raug coj los. Raws li qhov zoo ntawm qhov chaw sib txawv, nws tuaj yeem faib ua cov khoom siv ntom ntom, cov khoom siv paj noob hlis thiab cov khoom siv coral. Qhov chaw ntawm cov khoom siv ntom ntom muaj qib qis tshaj plaws ntawm concavity, tsawg dua 5 hli, tsis muaj xim tsis zoo, tsis muaj oxidation interlayer, thiab tus nqi siab tshaj plaws; Qhov saum npoo ntawm cov khoom siv paj noob hlis muaj qhov nruab nrab ntawm concavity, 5-20mm, qhov seem yog nruab nrab, thiab tus nqi yog nruab nrab; thaum qhov saum npoo ntawm cov khoom siv coral muaj qhov concavity loj dua, Qhov tob yog ntau dua 20mm, qhov seem yog xoob, thiab tus nqi qis tshaj plaws. Cov khoom siv ntom ntom feem ntau yog siv los kos monocrystalline silicon, thaum cov khoom siv paj noob hlis thiab cov khoom siv coral feem ntau yog siv los ua polycrystalline silicon wafers. Hauv kev tsim khoom txhua hnub ntawm cov lag luam, cov khoom siv ntom ntom tuaj yeem doped nrog tsis tsawg dua 30% cov khoom siv paj noob hlis los tsim monocrystalline silicon. Tus nqi ntawm cov khoom siv raw tuaj yeem txuag tau, tab sis kev siv cov khoom siv paj noob hlis yuav txo qhov kev rub siv lead ua kom zoo rau qee qhov. Cov lag luam yuav tsum xaiv qhov piv txwv doping tsim nyog tom qab ntsuas ob qho. Tsis ntev los no, qhov sib txawv ntawm tus nqi ntawm cov khoom siv ntom ntom thiab cov khoom siv paj noob hlis tau ruaj khov ntawm 3 RMB / kg. Yog tias qhov sib txawv ntawm tus nqi tau nthuav dav ntxiv, cov tuam txhab yuav xav txog kev doping ntau cov khoom siv paj noob hlis hauv monocrystalline silicon rub.

Semiconductor N-hom siab tiv taus sab saum toj thiab tus Tsov tus tw

Cov ntaub ntawv hauv qab ntawm thaj chaw semiconductor melting pot-1

3. Txheej Txheem: Siemens txoj kev siv lub hauv paus tseem ceeb, thiab kev siv hluav taws xob ua qhov tseem ceeb rau kev hloov pauv thev naus laus zis

Cov txheej txheem tsim khoom ntawm polysilicon yog muab faib ua ob kauj ruam. Hauv thawj kauj ruam, cov hmoov silicon kev lag luam yog reacted nrog anhydrous hydrogen chloride kom tau txais trichlorosilane thiab hydrogen. Tom qab rov ua dua distillation thiab purification, gaseous trichlorosilane, dichlorodihydrosilicon thiab Silane; kauj ruam thib ob yog kom txo cov roj purity siab saum toj no rau crystalline silicon, thiab cov kauj ruam txo qis yog txawv hauv txoj kev hloov kho Siemens thiab txoj kev silane fluidized txaj. Txoj kev txhim kho Siemens muaj cov thev naus laus zis tsim khoom tiav thiab cov khoom zoo, thiab tam sim no yog cov thev naus laus zis tsim khoom siv dav tshaj plaws. Txoj kev tsim khoom Siemens ib txwm yog siv chlorine thiab hydrogen los tsim anhydrous hydrogen chloride, hydrogen chloride thiab hmoov silicon kev lag luam los tsim trichlorosilane ntawm qee qhov kub, thiab tom qab ntawd sib cais, kho thiab purify trichlorosilane. Lub silicon dhau los ntawm kev txo qis thermal hauv lub cub tawg hydrogen kom tau txais cov silicon elemental tso rau ntawm silicon core. Nyob rau hauv lub hauv paus no, cov txheej txheem Siemens zoo dua kuj tau nruab nrog cov txheej txheem txhawb nqa rau kev rov ua dua ntau yam khoom siv xws li hydrogen, hydrogen chloride, thiab silicon tetrachloride tsim tawm hauv cov txheej txheem ntau lawm, feem ntau suav nrog kev txo qis roj rov qab thiab silicon tetrachloride rov siv dua thev naus laus zis. Hydrogen, hydrogen chloride, trichlorosilane, thiab silicon tetrachloride hauv cov pa tso pa tawm tau sib cais los ntawm kev rov qab qhuav. Hydrogen thiab hydrogen chloride tuaj yeem rov siv dua rau kev tsim thiab kev ntxuav nrog trichlorosilane, thiab trichlorosilane tau rov ua dua ncaj qha rau hauv kev txo qis thermal. Kev ntxuav yog nqa tawm hauv lub cub tawg, thiab silicon tetrachloride yog hydrogenated los tsim trichlorosilane, uas tuaj yeem siv rau kev ntxuav. Cov kauj ruam no tseem hu ua kev kho mob hydrogenation txias. Los ntawm kev paub txog kev tsim khoom kaw-circuit, cov lag luam tuaj yeem txo qis kev siv cov khoom siv raw thiab hluav taws xob, yog li txuag tau cov nqi tsim khoom zoo.

Tus nqi ntawm kev tsim cov polysilicon siv txoj kev Siemens zoo dua hauv Suav teb suav nrog cov khoom siv raw, kev siv zog, kev poob nqi, cov nqi ua tiav, thiab lwm yam. Kev nce qib hauv kev lag luam tau tsav tus nqi qis dua. Cov khoom siv raw feem ntau yog hais txog kev lag luam silicon thiab trichlorosilane, kev siv zog suav nrog hluav taws xob thiab chav, thiab cov nqi ua tiav yog hais txog kev tshuaj xyuas thiab kho cov nqi ntawm cov khoom siv tsim khoom. Raws li Baichuan Yingfu cov ntaub ntawv ntawm cov nqi tsim khoom polysilicon thaum ntxov Lub Rau Hli 2022, cov khoom siv raw yog cov khoom kim tshaj plaws, suav txog 41% ntawm tag nrho cov nqi, uas cov kev lag luam silicon yog qhov tseem ceeb ntawm silicon. Kev siv silicon unit feem ntau siv hauv kev lag luam sawv cev rau qhov ntau ntawm silicon noj ib chav ntawm cov khoom silicon siab-purity. Txoj kev xam yog hloov tag nrho cov khoom siv silicon xws li cov khoom lag luam silicon hmoov thiab trichlorosilane mus rau hauv silicon ntshiab, thiab tom qab ntawd rho tawm cov chlorosilane sab nraud raws li qhov ntau ntawm silicon ntshiab hloov pauv los ntawm cov ntsiab lus silicon piv. Raws li cov ntaub ntawv CPIA, qib kev siv silicon yuav poob qis los ntawm 0.01 kg / kg-Si rau 1.09 kg / kg-Si hauv xyoo 2021. Nws xav tias nrog kev txhim kho ntawm kev kho mob txias hydrogenation thiab cov khoom rov ua dua tshiab, nws xav tias yuav txo qis mus rau 1.07 kg / kg los ntawm 2030. kg-Si. Raws li cov ntaub ntawv tsis tiav, kev siv silicon ntawm tsib lub tuam txhab Suav saum toj kawg nkaus hauv kev lag luam polysilicon qis dua qhov nruab nrab ntawm kev lag luam. Nws paub tias ob ntawm lawv yuav siv 1.08 kg / kg-Si thiab 1.05 kg / kg-Si feem hauv xyoo 2021. Qhov feem pua siab tshaj plaws thib ob yog kev siv hluav taws xob, suav txog 32% tag nrho, uas hluav taws xob suav txog 30% ntawm tag nrho cov nqi, qhia tias tus nqi hluav taws xob thiab kev ua haujlwm zoo tseem yog cov yam tseem ceeb rau kev tsim polysilicon. Ob lub cim tseem ceeb los ntsuas kev siv hluav taws xob zoo yog kev siv hluav taws xob dav dav thiab kev siv hluav taws xob txo qis. Kev siv hluav taws xob txo qis yog hais txog cov txheej txheem ntawm kev txo trichlorosilane thiab hydrogen los tsim cov khoom siv silicon siab-purity. Kev siv hluav taws xob suav nrog silicon core preheating thiab deposition. , kev khaws cia cua sov, qhov cua kawg thiab lwm yam kev siv hluav taws xob. Xyoo 2021, nrog rau kev nce qib ntawm thev naus laus zis thiab kev siv hluav taws xob dav dav, qhov nruab nrab ntawm kev siv hluav taws xob dav dav ntawm polysilicon ntau lawm yuav txo qis 5.3% xyoo-rau-xyoo mus rau 63kWh / kg-Si, thiab qhov nruab nrab ntawm kev siv hluav taws xob txo qis yuav txo qis 6.1% xyoo-rau-xyoo mus rau 46kWh / kg-Si, uas xav tias yuav txo qis ntxiv rau yav tom ntej. . Tsis tas li ntawd, kev poob nqi kuj yog ib yam khoom tseem ceeb ntawm tus nqi, suav txog 17%. Nws tsim nyog sau cia tias, raws li Baichuan Yingfu cov ntaub ntawv, tag nrho cov nqi tsim khoom ntawm polysilicon thaum ntxov Lub Rau Hli 2022 yog li 55,816 yuan / ton, tus nqi nruab nrab ntawm polysilicon hauv kev ua lag luam yog li 260,000 yuan / ton, thiab cov nyiaj tau los tag nrho yog siab txog 70% lossis ntau dua, yog li nws nyiam ntau tus neeg lag luam nqis peev hauv kev tsim kho ntawm polysilicon muaj peev xwm tsim khoom.

Muaj ob txoj hauv kev rau cov chaw tsim khoom polysilicon kom txo cov nqi, ib qho yog txo cov nqi khoom siv raw, thiab lwm qhov yog txo kev siv hluav taws xob. Hais txog cov khoom siv raw, cov chaw tsim khoom tuaj yeem txo cov nqi ntawm cov khoom siv raw los ntawm kev kos npe rau daim ntawv cog lus koom tes ntev nrog cov chaw tsim khoom silicon kev lag luam, lossis tsim kev sib koom ua ke ntawm cov peev xwm tsim khoom sab saud thiab sab hauv qab. Piv txwv li, cov chaw tsim khoom polysilicon feem ntau vam khom lawv cov khoom siv silicon kev lag luam. Hais txog kev siv hluav taws xob, cov chaw tsim khoom tuaj yeem txo cov nqi hluav taws xob los ntawm kev siv cov nqi hluav taws xob qis thiab kev txhim kho kev siv hluav taws xob dav dav. Kwv yees li 70% ntawm kev siv hluav taws xob dav dav yog kev txo kev siv hluav taws xob, thiab kev txo qis kuj yog qhov txuas tseem ceeb hauv kev tsim cov khoom siv crystalline silicon siab. Yog li ntawd, feem ntau cov peev xwm tsim khoom polysilicon hauv Suav teb yog nyob rau hauv cov cheeb tsam uas muaj cov nqi hluav taws xob qis xws li Xinjiang, Inner Mongolia, Sichuan thiab Yunnan. Txawm li cas los xij, nrog rau kev nce qib ntawm txoj cai ob-carbon, nws nyuaj rau tau txais ntau cov peev txheej hluav taws xob pheej yig. Yog li ntawd, kev txo kev siv hluav taws xob rau kev txo qis yog qhov ua tau ntau dua kev txo nqi niaj hnub no. Txoj kev. Tam sim no, txoj hauv kev zoo los txo kev siv hluav taws xob yog kom nce tus naj npawb ntawm cov silicon cores hauv lub cub tawg txo qis, yog li nthuav cov zis ntawm ib chav tsev. Tam sim no, cov hom cub tawg txo qis hauv Suav teb yog 36 khub ntawm cov pas nrig, 40 khub ntawm cov pas nrig thiab 48 khub ntawm cov pas nrig. Hom cub tawg tau hloov kho mus rau 60 khub ntawm cov pas nrig thiab 72 khub ntawm cov pas nrig, tab sis tib lub sijhawm, nws kuj tso tawm cov kev cai siab dua rau qib thev naus laus zis ntawm cov tuam txhab.

Piv nrog rau txoj kev Siemens uas tau txhim kho zoo dua, txoj kev silane fluidized bed muaj peb qhov zoo, ib qho yog kev siv hluav taws xob tsawg, qhov thib ob yog kev rub tawm crystal siab, thiab qhov thib peb yog tias nws zoo dua los ua ke nrog CCZ txuas ntxiv Czochralski thev naus laus zis siab dua. Raws li cov ntaub ntawv ntawm Silicon Industry Branch, kev siv hluav taws xob tag nrho ntawm txoj kev silane fluidized bed yog 33.33% ntawm txoj kev Siemens uas tau txhim kho zoo dua, thiab kev siv hluav taws xob txo qis yog 10% ntawm txoj kev Siemens uas tau txhim kho zoo dua. Txoj kev silane fluidized bed muaj qhov zoo ntawm kev siv hluav taws xob ntau. Hauv kev rub siv lead ua, cov khoom siv lub cev ntawm granular silicon tuaj yeem ua rau nws yooj yim dua los sau cov quartz crucible hauv cov txuas txuas rub ib leeg siv lead ua silicon. Polycrystalline silicon thiab granular silicon tuaj yeem ua rau lub peev xwm them hluav taws xob ntawm ib lub cub tawg crucible nce 29%, thaum txo lub sijhawm them hluav taws xob los ntawm 41%, txhim kho qhov kev rub hluav taws xob ntawm ib leeg siv lead ua silicon. Tsis tas li ntawd, granular silicon muaj lub cheeb me me thiab fluidity zoo, uas yog qhov tsim nyog dua rau CCZ txuas ntxiv Czochralski txoj kev. Tam sim no, cov thev naus laus zis tseem ceeb ntawm kev rub cov siv lead ua ib leeg hauv nruab nrab thiab qis dua yog RCZ ib leeg siv lead ua rov ua dua txoj kev, uas yog rov pub thiab rub cov siv lead ua tom qab rub ib leeg siv lead ua silicon pas nrig. Kev kos duab yog ua tiav tib lub sijhawm, uas txuag lub sijhawm txias ntawm ib leeg siv lead ua silicon pas nrig, yog li kev ua haujlwm ntau dua. Kev txhim kho sai ntawm CCZ txuas ntxiv Czochralski txoj kev kuj tseem yuav tsav tsheb kom muaj kev thov rau granular silicon. Txawm hais tias granular silicon muaj qee qhov tsis zoo, xws li ntau silicon hmoov tsim los ntawm kev sib txhuam, thaj chaw loj thiab yooj yim adsorption ntawm cov pa phem, thiab hydrogen sib xyaw ua ke rau hauv hydrogen thaum lub sijhawm yaj, uas yooj yim ua rau dhia, tab sis raws li cov lus tshaj tawm tshiab ntawm cov tuam txhab granular silicon, cov teeb meem no tau txhim kho thiab qee qhov kev nce qib tau ua tiav.

Cov txheej txheem silane fluidized txaj tau paub tab hauv Tebchaws Europe thiab Tebchaws Meskas, thiab nws tseem nyob rau hauv nws thaum yau tom qab kev qhia txog Suav cov lag luam. Thaum ntxov li xyoo 1980, txawv teb chaws granular silicon sawv cev los ntawm REC thiab MEMC pib tshawb nrhiav kev tsim cov granular silicon thiab pom tseeb loj hlob. Ntawm lawv, REC tag nrho cov peev xwm tsim khoom ntawm granular silicon tau txog 10,500 tons / xyoo hauv xyoo 2010, thiab piv nrog nws cov Siemens counterparts hauv tib lub sijhawm, nws muaj qhov zoo dua ntawm tsawg kawg US $ 2-3 / kg. Vim yog qhov xav tau ntawm kev rub ib leeg siv lead ua, lub tuam txhab granular silicon ntau lawm stagnated thiab thaum kawg nres ntau lawm, thiab tig mus rau kev koom tes nrog Suav teb los tsim kom muaj kev lag luam ntau lawm los koom nrog kev tsim cov granular silicon.

4. Cov ntaub ntawv raw: Cov silicon muaj kev lag luam yog cov khoom siv raw tseem ceeb, thiab cov khoom siv tuaj yeem ua tau raws li qhov xav tau ntawm kev nthuav dav polysilicon

Cov silicon kev lag luam yog cov khoom siv tseem ceeb rau kev tsim cov polysilicon. Nws xav tias Tuam Tshoj cov khoom lag luam silicon yuav loj hlob tas li txij li xyoo 2022 txog 2025. Txij li xyoo 2010 txog 2021, Tuam Tshoj cov khoom lag luam silicon nyob rau theem nthuav dav, nrog rau qhov nruab nrab txhua xyoo ntawm kev loj hlob ntawm lub peev xwm tsim khoom thiab cov zis tawm mus txog 7.4% thiab 8.6%, raws li. Raws li cov ntaub ntawv SMM, qhov tshiab nce ntxivmuaj peev xwm tsim cov silicon hauv kev lag luamhauv Suav teb yuav yog 890,000 tons thiab 1.065 lab tons hauv xyoo 2022 thiab 2023. Xav tias cov tuam txhab silicon kev lag luam tseem yuav tswj tau qhov kev siv peev xwm thiab kev ua haujlwm ntawm kwv yees li 60% yav tom ntej, Tuam Tshoj txoj kev nce tshiablub peev xwm tsim khoom hauv xyoo 2022 thiab 2023 yuav ua rau muaj kev nce ntxiv ntawm 320,000 tons thiab 383,000 tons. Raws li kev kwv yees ntawm GFCI,Tuam Tshoj lub peev xwm tsim cov silicon kev lag luam hauv 22/23/24/25 yog li ntawm 5.90/697/6.71/6.5 lab tons, sib npaug rau 3.55/391/4.18/4.38 lab tons.

Qhov kev loj hlob ntawm ob thaj chaw seem ntawm cov silicon kev lag luam superimposed qeeb heev, thiab Tuam Tshoj txoj kev tsim khoom silicon kev lag luam tuaj yeem ua tau raws li kev tsim khoom ntawm polysilicon. Xyoo 2021, Tuam Tshoj txoj kev tsim khoom silicon kev lag luam yuav yog 5.385 lab tons, sib npaug rau qhov tso zis ntawm 3.213 lab tons, uas polysilicon, organic silicon, thiab aluminium alloys yuav siv 623,000 tons, 898,000 tons, thiab 649,000 tons, raws li. Tsis tas li ntawd, yuav luag 780,000 tons ntawm cov zis siv rau Export. Xyoo 2021, kev siv polysilicon, organic silicon, thiab aluminium alloys yuav suav txog 19%, 28%, thiab 20% ntawm silicon kev lag luam, raws li. Txij xyoo 2022 txog 2025, qhov kev loj hlob ntawm cov organic silicon kev tsim khoom yuav nyob ib puag ncig 10%, thiab qhov kev loj hlob ntawm cov txhuas alloy tsim khoom qis dua 5%. Yog li ntawd, peb ntseeg tias qhov ntau ntawm cov silicon kev lag luam uas tuaj yeem siv rau polysilicon hauv xyoo 2022-2025 yog qhov txaus, uas tuaj yeem ua tau raws li qhov xav tau ntawm polysilicon.

5. Kev muab khoom Polysilicon:Tuam Tshojnyob hauv txoj haujlwm tseem ceeb, thiab kev tsim khoom maj mam sib sau ua ke rau cov tuam txhab ua lag luam

Nyob rau xyoo tas los no, kev tsim khoom thoob ntiaj teb polysilicon tau nce ntxiv txhua xyoo, thiab tau maj mam sib sau ua ke hauv Suav teb. Txij xyoo 2017 txog 2021, kev tsim khoom thoob ntiaj teb txhua xyoo polysilicon tau nce los ntawm 432,000 tons mus rau 631,000 tons, nrog rau kev loj hlob sai tshaj plaws hauv xyoo 2021, nrog rau kev loj hlob ntawm 21.11%. Thaum lub sijhawm no, kev tsim khoom thoob ntiaj teb polysilicon maj mam tsom mus rau hauv Suav teb, thiab qhov sib piv ntawm Tuam Tshoj cov khoom tsim khoom polysilicon tau nce los ntawm 56.02% hauv xyoo 2017 mus rau 80.03% hauv xyoo 2021. Piv rau kaum lub tuam txhab saum toj kawg nkaus hauv lub peev xwm tsim khoom polysilicon thoob ntiaj teb hauv xyoo 2010 thiab 2021, nws tuaj yeem pom tias tus lej ntawm cov tuam txhab Suav tau nce ntxiv los ntawm 4 mus rau 8, thiab qhov sib piv ntawm lub peev xwm tsim khoom ntawm qee lub tuam txhab Asmeskas thiab Kauslim tau poob qis heev, poob tawm ntawm kaum pab pawg saum toj kawg nkaus, xws li HEMOLOCK, OCI, REC thiab MEMC; qhov kev sib sau ua ke ntawm kev lag luam tau nce ntxiv ntau heev, thiab tag nrho cov peev xwm tsim khoom ntawm kaum lub tuam txhab saum toj kawg nkaus hauv kev lag luam tau nce ntxiv los ntawm 57.7% mus rau 90.3%. Xyoo 2021, muaj tsib lub tuam txhab Suav uas suav txog ntau dua 10% ntawm cov peev xwm tsim khoom, suav txog tag nrho 65.7%. Muaj peb qho laj thawj tseem ceeb rau kev hloov pauv maj mam ntawm kev lag luam polysilicon mus rau Tuam Tshoj. Ua ntej, cov chaw tsim khoom polysilicon Suav muaj qhov zoo tseem ceeb hauv cov khoom siv raw, hluav taws xob thiab cov nqi ua haujlwm. Cov nyiaj hli ntawm cov neeg ua haujlwm qis dua li cov neeg txawv teb chaws, yog li cov nqi tsim khoom tag nrho hauv Tuam Tshoj qis dua li cov neeg txawv teb chaws, thiab yuav txuas ntxiv poob qis nrog kev nce qib thev naus laus zis; qhov thib ob, qhov zoo ntawm cov khoom polysilicon Suav tau txhim kho tas li, feem ntau ntawm cov no yog nyob rau theem hnub ci-qib thawj chav kawm, thiab cov tuam txhab lag luam siab heev yog nyob rau hauv qhov yuav tsum tau ua kom huv si. Kev tawg ua rau muaj kev hloov pauv hauv thev naus laus zis ntawm cov polysilicon hluav taws xob siab dua, maj mam coj mus rau hauv kev hloov pauv ntawm cov polysilicon hluav taws xob hauv tsev rau kev xa khoom tuaj, thiab cov tuam txhab ua lag luam Suav tau txhawb nqa kev tsim kho cov haujlwm polysilicon hluav taws xob. Cov khoom tsim tawm ntawm silicon wafers hauv Suav teb yog ntau dua 95% ntawm tag nrho cov khoom tsim tawm thoob ntiaj teb, uas tau maj mam nce tus nqi ntawm kev txaus siab rau tus kheej ntawm polysilicon rau Suav teb, uas tau nias lub khw ntawm cov tuam txhab polysilicon txawv teb chaws mus rau qee qhov.

Txij xyoo 2017 txog 2021, cov khoom tsim tawm txhua xyoo ntawm polysilicon hauv Suav teb yuav nce ntxiv tas li, feem ntau yog nyob rau hauv thaj chaw nplua nuj nyob rau hauv cov peev txheej fais fab xws li Xinjiang, Inner Mongolia, thiab Sichuan. Xyoo 2021, Tuam Tshoj cov khoom tsim tawm polysilicon yuav nce ntxiv los ntawm 392,000 tons mus rau 505,000 tons, nce ntxiv ntawm 28.83%. Hais txog lub peev xwm tsim tawm, Tuam Tshoj cov peev xwm tsim tawm polysilicon feem ntau tau nce siab, tab sis nws tau poob qis hauv xyoo 2020 vim yog kaw qee lub tuam txhab tsim khoom. Tsis tas li ntawd, tus nqi siv peev xwm ntawm Tuam Tshoj cov tuam txhab polysilicon tau nce ntxiv tas li txij li xyoo 2018, thiab tus nqi siv peev xwm hauv xyoo 2021 yuav ncav cuag 97.12%. Hais txog cov xeev, Tuam Tshoj cov khoom tsim tawm polysilicon hauv xyoo 2021 feem ntau yog nyob rau hauv thaj chaw uas muaj tus nqi hluav taws xob qis xws li Xinjiang, Inner Mongolia, thiab Sichuan. Xinjiang cov khoom tsim tawm yog 270,400 tons, uas yog ntau dua ib nrab ntawm tag nrho cov khoom tsim tawm hauv Suav teb.

Kev lag luam polysilicon hauv Suav teb yog tus cwj pwm los ntawm qib siab ntawm kev sib sau ua ke, nrog tus nqi CR6 ntawm 77%, thiab yuav muaj kev nce qib ntxiv yav tom ntej. Kev tsim khoom Polysilicon yog kev lag luam uas muaj peev txheej siab thiab cov teeb meem kev siv tshuab siab. Lub voj voog tsim kho thiab kev tsim khoom feem ntau yog ob xyoos lossis ntau dua. Nws nyuaj rau cov tuam txhab tsim khoom tshiab nkag mus rau hauv kev lag luam. Kev txiav txim los ntawm kev paub txog kev nthuav dav thiab cov haujlwm tshiab hauv peb xyoos tom ntej, cov tuam txhab tsim khoom oligopolistic hauv kev lag luam yuav txuas ntxiv nthuav lawv lub peev xwm tsim khoom los ntawm lawv tus kheej cov thev naus laus zis thiab qhov zoo ntawm qhov ntsuas, thiab lawv txoj haujlwm monopoly yuav txuas ntxiv nce siab.

Kwv yees tias Tuam Tshoj cov khoom siv polysilicon yuav ua rau muaj kev loj hlob loj heev txij li xyoo 2022 txog 2025, thiab kev tsim cov polysilicon yuav ncav cuag 1.194 lab tons hauv xyoo 2025, tsav tsheb nthuav dav ntawm kev tsim cov polysilicon thoob ntiaj teb. Xyoo 2021, nrog rau kev nce nqi ntawm polysilicon hauv Suav teb, cov chaw tsim khoom loj tau nqis peev rau kev tsim cov kab tsim khoom tshiab, thiab tib lub sijhawm nyiam cov chaw tsim khoom tshiab los koom nrog kev lag luam. Txij li thaum cov haujlwm polysilicon yuav siv sijhawm tsawg kawg ib xyoos thiab ib nrab txog ob xyoos los ntawm kev tsim kho mus rau kev tsim khoom, kev tsim kho tshiab hauv xyoo 2021 yuav ua tiav. Lub peev xwm tsim khoom feem ntau muab tso rau hauv kev tsim khoom hauv ib nrab xyoo tom ntej ntawm xyoo 2022 thiab 2023. Qhov no yog qhov sib xws nrog cov phiaj xwm tshiab tshaj tawm los ntawm cov chaw tsim khoom loj tam sim no. Lub peev xwm tsim khoom tshiab hauv xyoo 2022-2025 feem ntau yog tsom mus rau xyoo 2022 thiab 2023. Tom qab ntawd, thaum kev muab khoom thiab kev thov ntawm polysilicon thiab tus nqi maj mam ruaj khov, tag nrho cov peev xwm tsim khoom hauv kev lag luam yuav maj mam ruaj khov. Qis, uas yog, qhov kev loj hlob ntawm lub peev xwm tsim khoom maj mam txo qis. Tsis tas li ntawd, qhov kev siv peev xwm ntawm cov tuam txhab polysilicon tseem nyob rau theem siab hauv ob xyoos dhau los, tab sis nws yuav siv sijhawm rau lub peev xwm tsim khoom ntawm cov haujlwm tshiab kom nce siab, thiab nws yuav siv sijhawm rau cov neeg nkag tshiab kom paub txog cov thev naus laus zis npaj tsim nyog. Yog li ntawd, qhov kev siv peev xwm ntawm cov haujlwm polysilicon tshiab hauv ob peb xyoos tom ntej no yuav qis. Los ntawm qhov no, kev tsim khoom polysilicon hauv xyoo 2022-2025 tuaj yeem kwv yees tau, thiab kev tsim khoom polysilicon hauv xyoo 2025 xav tias yuav muaj li 1.194 lab tons.

Kev sib sau ua ke ntawm cov peev xwm tsim khoom txawv teb chaws yog qhov siab heev, thiab tus nqi thiab qhov ceev ntawm kev tsim khoom nce ntxiv hauv peb xyoos tom ntej no yuav tsis siab npaum li Tuam Tshoj. Lub peev xwm tsim khoom polysilicon txawv teb chaws feem ntau yog nyob rau hauv plaub lub tuam txhab ua lag luam, thiab cov seem feem ntau yog cov peev xwm tsim khoom me me. Hais txog lub peev xwm tsim khoom, Wacker Chem nyob ib nrab ntawm cov peev xwm tsim khoom polysilicon txawv teb chaws. Nws cov chaw tsim khoom hauv lub teb chaws Yelemees thiab Tebchaws Meskas muaj peev xwm tsim khoom ntawm 60,000 tons thiab 20,000 tons, raws li. Kev nthuav dav ntawm lub peev xwm tsim khoom polysilicon thoob ntiaj teb hauv xyoo 2022 thiab tom qab ntawd yuav ua rau muaj kev txhawj xeeb txog kev muab khoom ntau dhau, lub tuam txhab tseem nyob hauv lub xeev tos thiab saib thiab tsis tau npaj yuav ntxiv lub peev xwm tsim khoom tshiab. Lub tuam txhab polysilicon loj hauv Kaus Lim Qab Teb OCI maj mam tsiv nws cov kab tsim khoom polysilicon hnub ci mus rau Malaysia thaum tseem khaws cov kab tsim khoom polysilicon hluav taws xob qub hauv Suav teb, uas npaj yuav ncav cuag 5,000 tons hauv xyoo 2022. OCI lub peev xwm tsim khoom hauv Malaysia yuav ncav cuag 27,000 tons thiab 30,000 tons hauv xyoo 2020 thiab 2021, ua tiav cov nqi siv hluav taws xob tsawg thiab zam kev them se siab ntawm Tuam Tshoj rau polysilicon hauv Tebchaws Meskas thiab Kaus Lim Qab Teb. Lub tuam txhab npaj yuav tsim 95,000 tons tab sis hnub pib tsis meej. Nws xav tias yuav nce ntxiv ntawm 5,000 tons ib xyoos hauv plaub xyoos tom ntej. Lub tuam txhab Norwegian REC muaj ob lub hauv paus tsim khoom hauv xeev Washington thiab Montana, Tebchaws Meskas, nrog rau lub peev xwm tsim khoom txhua xyoo ntawm 18,000 tons ntawm polysilicon hnub ci thiab 2,000 tons ntawm polysilicon hluav taws xob. REC, uas muaj kev nyuaj siab nyiaj txiag heev, tau xaiv los ncua kev tsim khoom, thiab tom qab ntawd tau txhawb nqa los ntawm kev nce qib ntawm cov nqi polysilicon hauv xyoo 2021, lub tuam txhab tau txiav txim siab rov pib tsim khoom ntawm 18,000 tons ntawm cov haujlwm hauv xeev Washington thiab 2,000 tons hauv Montana thaum kawg ntawm xyoo 2023, thiab tuaj yeem ua tiav qhov kev nce qib ntawm lub peev xwm tsim khoom hauv xyoo 2024. Hemlock yog tus tsim khoom polysilicon loj tshaj plaws hauv Tebchaws Meskas, tshwj xeeb hauv kev ua kom huv siab hluav taws xob polysilicon. Cov teeb meem thev naus laus zis siab rau kev tsim khoom ua rau nws nyuaj rau cov khoom lag luam ntawm lub tuam txhab hloov pauv hauv kev ua lag luam. Ua ke nrog qhov tseeb tias lub tuam txhab tsis npaj yuav tsim cov haujlwm tshiab hauv ob peb xyoos, nws xav tias lub tuam txhab lub peev xwm tsim khoom yuav yog 2022-2025. Cov khoom tsim tawm txhua xyoo tseem nyob ntawm 18,000 tons. Tsis tas li ntawd, hauv xyoo 2021, lub peev xwm tsim khoom tshiab ntawm cov tuam txhab uas tsis yog plaub lub tuam txhab saum toj no yuav yog 5,000 tons. Vim tsis nkag siab txog cov phiaj xwm tsim khoom ntawm txhua lub tuam txhab, nws xav tias ntawm no lub peev xwm tsim khoom tshiab yuav yog 5,000 tons ib xyoos txij li xyoo 2022 txog 2025.

Raws li lub peev xwm tsim khoom txawv teb chaws, kwv yees tias kev tsim khoom polysilicon txawv teb chaws hauv xyoo 2025 yuav yog li 176,000 tons, xav tias qhov kev siv ntawm lub peev xwm tsim khoom polysilicon txawv teb chaws tseem tsis hloov pauv. Tom qab tus nqi ntawm polysilicon tau nce siab heev hauv xyoo 2021, cov tuam txhab Suav tau nce kev tsim khoom thiab nthuav kev tsim khoom. Qhov sib txawv, cov tuam txhab txawv teb chaws ceev faj dua hauv lawv cov phiaj xwm rau cov haujlwm tshiab. Qhov no yog vim tias kev tswj hwm ntawm kev lag luam polysilicon twb nyob hauv kev tswj hwm ntawm Tuam Tshoj, thiab kev nce kev tsim khoom tsis pom kev yuav ua rau poob. Los ntawm sab nqi, kev siv hluav taws xob yog qhov loj tshaj plaws ntawm tus nqi ntawm polysilicon, yog li tus nqi hluav taws xob tseem ceeb heev, thiab Xinjiang, Inner Mongolia, Sichuan thiab lwm thaj chaw muaj qhov zoo pom tseeb. Los ntawm sab kev thov, raws li qhov ncaj qha downstream ntawm polysilicon, Tuam Tshoj cov khoom lag luam silicon wafer suav rau ntau dua 99% ntawm tag nrho lub ntiaj teb. Kev lag luam downstream ntawm polysilicon feem ntau yog concentrated hauv Suav teb. Tus nqi ntawm polysilicon tsim tawm qis, tus nqi thauj mus los qis, thiab qhov kev thov tau lav tag nrho. Qhov thib ob, Tuam Tshoj tau tsim cov nqi se tiv thaiv kev pov tseg ntau heev rau kev xa khoom ntawm cov polysilicon hnub ci los ntawm Tebchaws Meskas thiab Kaus Lim Qab Teb, uas tau ua rau kev siv polysilicon los ntawm Tebchaws Meskas thiab Kaus Lim Qab Teb tsis zoo. Ceev faj thaum tsim cov haujlwm tshiab; ntxiv rau, nyob rau xyoo tas los no, cov tuam txhab polysilicon txawv teb chaws Suav tau qeeb qeeb los tsim vim muaj kev cuam tshuam ntawm cov nqi se, thiab qee cov kab ntau lawm tau raug txo qis lossis kaw, thiab lawv qhov sib piv hauv kev tsim khoom thoob ntiaj teb tau txo qis txhua xyoo, yog li lawv yuav tsis sib piv rau qhov nce nqi polysilicon hauv xyoo 2021 vim tias Tuam Tshoj cov txiaj ntsig siab, cov xwm txheej nyiaj txiag tsis txaus los txhawb nws qhov kev nthuav dav sai thiab loj ntawm lub peev xwm tsim khoom.

Raws li kev kwv yees ntawm kev tsim cov polysilicon hauv Suav teb thiab txawv teb chaws txij xyoo 2022 txog 2025, tus nqi kwv yees ntawm kev tsim cov polysilicon thoob ntiaj teb tuaj yeem suav ua ke. Kwv yees tias kev tsim cov polysilicon thoob ntiaj teb hauv xyoo 2025 yuav ncav cuag 1.371 lab tons. Raws li tus nqi kwv yees ntawm kev tsim cov polysilicon, Tuam Tshoj feem ntawm kev faib thoob ntiaj teb tuaj yeem tau txais kwv yees li. Nws xav tias qhov feem ntawm Tuam Tshoj yuav maj mam nthuav dav txij xyoo 2022 txog 2025, thiab nws yuav tshaj 87% hauv xyoo 2025.

6, Kev Txheeb Xyuas thiab Kev Pom Zoo

Polysilicon nyob rau hauv qab ntawm kev lag luam silicon thiab sab saud ntawm tag nrho cov saw hlau photovoltaic thiab semiconductor kev lag luam, thiab nws qhov xwm txheej tseem ceeb heev. Cov saw hlau photovoltaic feem ntau yog polysilicon-silicon wafer-cell-module-photovoltaic installed capacity, thiab cov saw hlau semiconductor feem ntau yog polysilicon-monocrystalline silicon wafer-silicon wafer-chip. Kev siv sib txawv muaj cov kev cai sib txawv ntawm kev huv ntawm polysilicon. Kev lag luam photovoltaic feem ntau siv cov polysilicon hnub ci, thiab kev lag luam semiconductor siv cov polysilicon hluav taws xob. Tus qub muaj qhov huv ntawm 6N-8N, thaum qhov kawg xav tau qhov huv ntawm 9N lossis ntau dua.

Tau ntau xyoo, cov txheej txheem tsim khoom tseem ceeb ntawm polysilicon tau yog txoj kev Siemens zoo dua thoob plaws ntiaj teb. Nyob rau hauv xyoo tas los no, qee lub tuam txhab tau tshawb nrhiav txoj kev pheej yig dua silane fluidized txaj, uas yuav muaj kev cuam tshuam rau tus qauv tsim khoom. Cov polysilicon zoo li tus pas nrig tsim los ntawm txoj kev hloov kho Siemens muaj cov yam ntxwv ntawm kev siv hluav taws xob ntau, tus nqi siab thiab kev ntshiab siab, thaum cov granular silicon tsim los ntawm txoj kev silane fluidized txaj muaj cov yam ntxwv ntawm kev siv hluav taws xob tsawg, tus nqi qis thiab kev ntshiab qis. Qee lub tuam txhab Suav tau paub txog kev tsim khoom loj ntawm granular silicon thiab cov thev naus laus zis ntawm kev siv granular silicon los rub polysilicon, tab sis nws tsis tau txhawb nqa dav. Seb granular silicon puas tuaj yeem hloov qhov qub yav tom ntej nyob ntawm seb qhov zoo dua tus nqi puas tuaj yeem npog qhov tsis zoo, qhov cuam tshuam ntawm cov ntawv thov downstream, thiab kev txhim kho ntawm kev nyab xeeb silane. Nyob rau hauv xyoo tas los no, kev tsim khoom thoob ntiaj teb polysilicon tau nce xyoo los ntawm xyoo, thiab maj mam sib sau ua ke ntawm Suav teb. Txij xyoo 2017 txog 2021, kev tsim khoom thoob ntiaj teb txhua xyoo polysilicon yuav nce ntxiv los ntawm 432,000 tons mus rau 631,000 tons, nrog rau kev loj hlob sai tshaj plaws hauv xyoo 2021. Thaum lub sijhawm ntawd, kev tsim khoom thoob ntiaj teb polysilicon maj mam dhau los ua ntau dua thiab ntau dua rau Tuam Tshoj, thiab Tuam Tshoj feem ntawm kev tsim khoom polysilicon tau nce ntxiv los ntawm 56.02% hauv xyoo 2017 mus rau 80.03% hauv xyoo 2021. Txij xyoo 2022 txog 2025, kev muab khoom ntawm polysilicon yuav coj mus rau hauv kev loj hlob loj. Nws tau kwv yees tias kev tsim khoom polysilicon hauv xyoo 2025 yuav yog 1.194 lab tons hauv Tuam Tshoj, thiab kev tsim khoom txawv teb chaws yuav ncav cuag 176,000 tons. Yog li ntawd, kev tsim khoom polysilicon thoob ntiaj teb hauv xyoo 2025 yuav yog li 1.37 lab tons.