Metallurgical-grade silicon - polysilicon substitute?

The persistent shortage of polysilicon is now prompting solar cell makers to seek substitutes such as metallurgical-grade silicon as alternative raw material. This trend is growing obvious and industry players are aware of the potential development as this may pose structural changes to the industry.

Polysilicon supply will remain tight until 2008, according to research by JP Morgan in a September 2006 research report. The equity firm attributed the cautious expansion to the vast investment involved and the experience of vicious oversupply in 1998. JP Morgan further noted that most polysilicon vendors require stringent long term contracts with favorable pricing agreements before they start building new capacity under the mentioned considerations.

Read the full article at digitimes

Labels: Polysilicon shortage

posted by IntoBlogs at 7:50 PM