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- ÀÌ º¸°í´Â Áß±¹¿¡¼­ »ý¼ºÇÏ°í ¼öÃâµÈ žç ÀüÁöÆÇÀÇ ÁÖµÈ ÇüŸ¦ Æ÷ÇÔÇÑ´Ù: monocrystalline, ´Ù°áÁ¤°ú ¹«Á¶Á÷ À§¿øÈ¸

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Áß±¹Àº °¡Àå Å« žç ÀüÁöÆÇ Á¦Á¶ÀÚÀÇ ÇÑÀ¸·Î °ú°Å ¸î³â°£¿¡ ÀÖ´Â °¨µ¿ÇÏ´Â ºñÀ²À¸·Î »ý»êÀÌ ¼¼°è¿¡ ÀÖ´Â ±×°ÍÀÇ À§Ä¡¸¦, Ȱ»óÇÏ´Â »óÅ¿¡¼­ È®º¸Çß´Ù.

±¹°¡´Â 2006³â¿¡ ±¤ÀüÁö ´ÜÀ§ÀÇ 460MW¸¦ ²°´Ù. ¼öÃâ¾×Àº Á¤È®ÇÑ ¼ýÀÚ°¡ À¯È¿ÇÏÁö ¾Ê´õ¶óµµ, »êÃâÀÇ 90% ÀÇ ºñÀ²À̱â À§ÇÏ¿© °ßÀûµÇ¾ú´Ù. žç ÀüÁöÆÇ ¼±ÀûÀº PV ¼¼Æ÷, LEDs¿Í °¨±¤¼º ¹ÝµµÃ¼ ÀåÄ¡¿Í ÇÔ²² ¼¼¾îÁø´Ù.

2007¸¦ À§ÇÑ ¼ºÀå Åõ»óÀº »êÃâÀÌ È®½ÇÈ÷ °â¼ÕÇÏ´Ù, 570MW¿¡ 565¿¡ µÐ »óÅ¿¡¼­. À̰ÍÀº 2,000MW¸¦ ¿ÃÇØ¿¡ µµ´ÞÇұ⠰ÍÀ¸·Î ±â¾÷ÀÇ Á¦Á¶ ±â´ÉÀÌ ¿¹»óµÇ±â ¶§¹®¿¡, ¼ö¿ë·®ÀÇ Áß¿äÇÑ ºÎºÐÀ» ¹Ì»ç¿ë¿¡°Ô ³²°ÜµÐ´Ù.

¼¼°èÀü¹Ý žç ÀüÁöÀÇ ºÎÁ·ÇÑ °ø±ÞÀº Áß±¹ÀÇ PV À§¿øÈ¸ÀÇ ´õ ³ôÀº »ý»ê Á¶Â÷ ¹æÇØÇÏ´Â ÁÖ¿ä ¿äÀÎÀÎ °ÍÀ» °è¼ÓÇÑ´Ù. žç ÀüÁö ¹× ¿þÀÌÆÛ¸¦ À§ÇÑ ÁÖ¿ä ¿ø·áÀÎ ±×µéÀÇ Á¦Ç°À» À§ÇÑ °Å´ëÇÑ ¿ä±¸¿¡ ÀÀÇÏ´Â polysilicon °ø±ÞÀÚÀÇ ¹«´É·ÂÀÌ ºÎÁ·¿¡ ÀÇÇÏ¿© À¯·¡ÇÑ´Ù. The supply situation is expected to improve, albeit gradually, as more facilities in the upstream industries become operational.

Despite the shortage, outlook in the solar panels industry remains generally bright. More makers are entering the line, as evidenced by the 17 percent growth in the supplier base. Furthermore, companies are investing in manufacturing systems that will enable them to make solar cells and wafers in-house. Others are expanding into PV power application products where silicon cells do not account for a significant portion of outlay.

The following are some of the key trends we see in China¡¯s solar panels industry:
•  Overall capacity will continue to grow in coming months as suppliers prepare for the anticipated surge in domestic and overseas demand. Expansion, however, will average only 20 percent, as production capability at many companies remains mostly untouched.
•  Prices will remain relatively stable for the next six months despite a polysilicon supply gap. Most makers will opt to absorb additional costs, if any, and keep adjustments within 10 percent to boost sales and strengthen their foothold on a particular market.
•  Suppliers will continue to target the EU, focusing on countries such as Spain and France where the use of PV technology is growing. Consequently, export growth will remain strong, despite the drop in demand from Germany, currently the largest market for China-made solar panels.
•  With the shortage in polysilicon projected to continue for the next two years, makers are gearing R&D efforts toward thinner wafers or cells to minimize the use of the material in PV modules.

This report covers the three types of solar panels produced in China. In the Products & Prices section, mono- and polycrystalline, and amorphous panels are described in terms of the solar cell they use. The key factors affecting pricing and market positioning are discussed here as well.

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