| GCL Poly Energy |
Wafers/polysilicon |
|
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| |
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|
| Company |
From |
To |
Size (MW) contract |
MW /month |
|
|
|
|
| Neo Solar Power |
Oct-10 |
Dec-13 |
350 |
9 |
|
|
|
|
| DelSolar |
Oct-10 |
Dec-15 |
664 |
11 |
|
|
|
|
| Indosolar |
Nov-10 |
Dec-14 |
815 |
17 |
|
|
|
|
| Hanwha Solar One |
Jan-11 |
Dec-15 |
2,500 |
42 |
|
|
|
|
| Ja Solar |
Jan-11 |
Dec-15 |
10,031 |
170 |
|
|
|
|
| Hareon |
Jan-11 |
Dec-13 |
4,390 |
125 |
|
|
|
|
| Goldpoly |
Jan-11 |
Dec-15 |
5,500 |
93 |
|
|
|
|
| Trina |
Jan-11 |
Dec-15 |
7,500 |
127 |
|
|
|
|
| Canadian Solar |
Jan-11 |
Dec-15 |
5,200 |
88 |
|
|
|
|
| China Sunergy |
Feb-11 |
Dec-16 |
4,400 |
63 |
|
|
|
|
| Motech |
Mar-11 |
Dec-16 |
1,700 |
25 |
|
|
|
|
| RealForce |
Jul-11 |
Dec-16 |
4,200 |
64 |
|
|
|
|
| Tainergy |
Oct-11 |
Dec-16 |
1,000 |
16 |
|
|
|
|
| |
|
total |
48,250 |
850 |
|
|
|
|
| GCL required output |
|
|
per year |
1,202 |
|
|
|
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| |
|
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|
|
| OCI Company Ltd |
Polysilicon |
|
|
|
|
|
|
|
| |
|
|
|
$1US=KRW |
1058.045 |
|
5.8 grams per Watt |
| Company |
From |
To |
KRW |
US |
MT/$50 |
MT/month |
wafer MW/per month |
MW contract |
| AU Optronics Corp |
Jan-12 |
Dec-18 |
392,731,900,000 |
$371,186,386 |
7,424 |
89.34 |
15.40 |
1,280 |
| Comtec Solar |
Jan-09 |
Dec-15 |
155,480,340,000 |
$146,950,593 |
2,939 |
35.38 |
6.10 |
507 |
| Comtec Solar |
Jan-11 |
Dec-14 |
145,044,000,000 |
$137,086,797 |
2,742 |
58.29 |
10.05 |
473 |
| Comtec Solar |
Jan-12 |
Dec-18 |
243,261,480,000 |
$229,916,005 |
4,598 |
55.34 |
9.54 |
793 |
| Danen |
Jan-12 |
Dec-18 |
181,897,800,000 |
$171,918,775 |
3,438 |
41.38 |
7.13 |
593 |
| DC Wafers Spain |
Jan-09 |
Dec-18 |
146,590,320,500 |
$138,548,285 |
2,771 |
23.26 |
4.01 |
478 |
| Deutsche Solar (SolarWorld) |
Jan-09 |
Dec-15 |
480,408,550,000 |
$454,053,041 |
9,081 |
109.33 |
18.85 |
1,566 |
| Deutsche Solar (SolarWorld) |
Jan-10 |
Dec-16 |
596,673,000,000 |
$563,939,152 |
11,279 |
135.74 |
23.40 |
1,945 |
| Eversol |
Jan-10 |
Dec-16 |
671,340,000,000 |
$634,509,874 |
12,690 |
152.72 |
26.33 |
2,188 |
| Ferrotec |
Jan-12 |
Dec-18 |
122,128,000,000 |
$115,427,983 |
2,309 |
27.78 |
4.79 |
398 |
| Green Energy Tech |
Jan-09 |
Dec-16 |
257,631,990,000 |
$243,498,140 |
4,870 |
51.21 |
8.83 |
840 |
| Green Energy Tech |
Jan-10 |
Dec-16 |
833,216,400,000 |
$787,505,635 |
15,750 |
189.55 |
32.68 |
2,716 |
| Green Energy Tech |
Jan-11 |
Dec-15 |
269,138,700,000 |
$254,373,585 |
5,087 |
86.16 |
14.86 |
877 |
| Green Energy Tech |
Jan-12 |
Dec-18 |
569,265,600,000 |
$538,035,339 |
10,761 |
129.50 |
22.33 |
1,855 |
| Helios Tech |
Jan-10 |
Dec-16 |
215,654,840,000 |
$203,823,883 |
4,076 |
49.06 |
8.46 |
703 |
| Ja Solar |
Jan-12 |
Dec-18 |
1,007,236,800,000 |
$951,979,169 |
19,040 |
229.14 |
39.51 |
3,283 |
| LG Siltron Incorporated |
Jan-12 |
Dec-18 |
188,821,320,000 |
$178,462,466 |
3,569 |
42.96 |
7.41 |
615 |
| Motech |
Jan-09 |
Dec-15 |
164,021,220,000 |
$155,022,915 |
3,100 |
37.33 |
6.44 |
535 |
| Motech |
Jan-10 |
Dec-16 |
169,209,840,000 |
$159,926,884 |
3,199 |
38.49 |
6.64 |
551 |
| Motech |
Jan-11 |
Dec-15 |
130,822,950,000 |
$123,645,922 |
2,473 |
41.88 |
7.22 |
426 |
| Motech |
Jan-12 |
Dec-18 |
318,316,800,000 |
$300,853,744 |
6,017 |
72.41 |
12.49 |
1,037 |
| Neo Solar Power Corp |
Jan-12 |
Dec-18 |
172,915,200,000 |
$163,428,966 |
3,269 |
39.34 |
6.78 |
564 |
| Nexolon |
Jan-09 |
Dec-15 |
891,924,250,000 |
$842,992,737 |
16,860 |
202.99 |
35.00 |
2,907 |
| Nexolon |
Jan-11 |
Dec-15 |
386,815,800,000 |
$365,594,847 |
7,312 |
123.83 |
21.35 |
1,261 |
| Renesola |
Jan-11 |
Dec-15 |
260,902,400,000 |
$246,589,134 |
4,932 |
83.52 |
14.40 |
850 |
| Semi-Materials S. Korea |
Jan-09 |
Dec-14 |
264,983,550,000 |
$250,446,389 |
5,009 |
70.50 |
12.15 |
864 |
| Sino-American SAS |
Jan-09 |
Dec-16 |
243,758,130,000 |
$230,385,409 |
4,608 |
48.45 |
8.35 |
794 |
| Sino-American SAS |
Jan-10 |
Dec-16 |
613,693,080,000 |
$580,025,500 |
11,601 |
139.61 |
24.07 |
2,000 |
| Sino-American SAS |
Jan-13 |
Dec-19 |
333,267,200,000 |
$314,983,956 |
6,300 |
75.85 |
13.08 |
1,086 |
| SKC Solmics |
Jan-12 |
Dec-18 |
163,131,840,000 |
$154,182,327 |
3,084 |
37.11 |
6.40 |
532 |
| Space Energy Japan |
Jan-09 |
Dec-15 |
164,440,815,000 |
$155,419,491 |
3,108 |
37.42 |
6.45 |
536 |
| Space Energy Japan |
Jan-10 |
Dec-16 |
488,169,235,000 |
$461,387,970 |
9,228 |
111.05 |
19.15 |
1,591 |
| Suntech |
Jan-09 |
Dec-16 |
634,594,350,000 |
$599,780,113 |
11,996 |
126.14 |
21.75 |
2,068 |
| Suntech |
Jan-10 |
Dec-16 |
813,306,360,000 |
$768,687,872 |
15,374 |
185.02 |
31.90 |
2,651 |
| Suntech |
Jan-12 |
Dec-18 |
479,364,600,000 |
$453,066,363 |
9,061 |
109.05 |
18.80 |
1,562 |
| Swiss Wafers SG |
Jan-10 |
Dec-16 |
488,169,235,000 |
$461,387,970 |
9,228 |
111.05 |
19.15 |
1,591 |
| Trina |
Jan-12 |
Dec-18 |
641,164,800,000 |
$605,990,104 |
12,120 |
145.86 |
25.15 |
2,090 |
| Wafer Works |
Jan-09 |
Dec-16 |
232,971,200,000 |
$220,190,257 |
4,404 |
46.31 |
7.98 |
759 |
| Wafer Works |
Jan-10 |
Dec-16 |
290,854,656,000 |
$274,898,191 |
5,498 |
66.17 |
11.41 |
948 |
| Yingli |
Jan-09 |
Dec-13 |
177,962,640,000 |
$168,199,500 |
3,364 |
56.97 |
9.82 |
580 |
| Yingli |
Jan-11 |
Dec-15 |
525,582,200,000 |
$496,748,437 |
9,935 |
168.26 |
29.01 |
1,713 |
| Yingli |
Jan-12 |
Dec-18 |
1,064,665,000,000 |
$1,006,256,823 |
20,125 |
242.20 |
41.76 |
3,470 |
| |
|
|
|
$15,681,306,931 |
313,626 |
3922.9786 |
676.38 |
54,073 |
| |
|
|
|
|
year |
47,076 |
8,117 |
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| Hankook Poly (Osung and S-oil jv) |
Polysilicon |
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| |
From |
To |
KRW |
US |
MT/$50 |
MT/month |
wafer MW/per month |
MW contract |
| Neo Solar Power |
Jan-11 |
Dec-17 |
613,666,111,000 |
$580,000,010 |
11,600 |
139.60 |
24.07 |
2,000 |
| |
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| Woongjin Polysilicon |
Polysilicon |
|
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|
|
| Huyndai Heavy industries |
Jan-11 |
Dec-15 |
730,051,111,000 |
$690,000,058 |
13,800 |
233.72 |
40.30 |
2,379 |
| |
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|
| Osung Lst |
Wafer |
|
|
|
|
|
|
|
| |
From |
To |
Size (MW) contract |
MW /month |
|
|
|
|
| Neo Solar Power |
Jan-11 |
Dec-13 |
126 |
4 |
|
|
|
|
| Wafering Corp |
Jan-11 |
Dec-13 |
68 |
2 |
|
|
|
|
| Big Sun |
Jan-11 |
Dec-13 |
100 |
3 |
|
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|
|
| Shinsung Holdings Corp |
Jan-11 |
Dec-12 |
130 |
6 |
|
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|
| Millinet Solar |
Jan-11 |
Dec-13 |
130 |
4 |
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| Joint Ventures |
Poly |
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| Samsung and MEMC |
10,000 |
MT |
|
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|
| Isofoton Hankook |
10,000 |
MT |
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| Recent Capex costing |
Polysilicon |
|
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|
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| |
cost |
size |
per MT |
per Kg |
|
|
|
|
| Woongjin Holdings Co Ltd |
$768,200,000 |
12,000 |
$64,017 |
64.01 |
Apr-11 |
|
|
|
| OCI |
$1,700,000,000 |
24,000 |
$70,833 |
70.83 |
Apr-11 |
|
|
|
| Renesola |
$175,000,000 |
5,000 |
$35,000 |
35 |
Mar-11 |
|
|
|
| Tokuyama |
$1,240,000,000 |
13,800 |
$89,855 |
89.85 |
May-11 |
|
|
|
| Wacker Tennessee |
$1,500,000,000 |
15,000 |
$100,000 |
100 |
Apr-10 |
|
|
|
| GCL |
$1,614,000,000 |
44,000 |
$36,682 |
36.68 |
Feb-11 |
|
|
|
| Tongwei Group |
$1,600,000,000 |
46,000 |
$34,783 |
34.78 |
May-11 |
|
|
|
| LG |
$455,000,000 |
5,000 |
$91,000 |
91 |
Jun-11 |
|
|
|
| Hankook |
$858,000,000 |
10,000 |
$85,800 |
85.8 |
Jun-11 |
|
|
|
| Hanwha |
$955,000,000 |
10,000 |
$95,500 |
95.5 |
Apr-11 |
|
|
|
| Qatar Solar |
$1,000,000,000 |
8,000 |
125,000 |
125.0 |
Oct -11 |
|
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| |
|
|
avg. |
75.31 |
|
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| |
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|
|
| Renesola |
Wafer |
|
|
|
|
|
|
| Company |
From |
To |
size (MW) contract |
MW/month |
|
|
|
|
| Neo Solar Power |
Jul-10 |
Dec-13 |
434 |
11 |
|
|
|
|
| Solartech |
Jul-10 |
Dec-13 |
402 |
10 |
|
|
|
|
| Motech |
Sep-10 |
Dec-13 |
420 |
11 |
|
|
|
|
| Suntech |
Oct-08 |
Oct-12 |
510 |
11 |
|
|
|
|
| Gintech |
Jun-08 |
Dec-12 |
525 |
7 |
|
|
|
|
| Ja Solar |
Jan-08 |
Dec-13 |
600 |
8 |
|
|
|
|
| Arise Tech |
Jul-08 |
Jun-14 |
203 |
3 |
|
|
|
|
| Ningbo Solar |
Jul-08 |
Jun-14 |
105 |
1 |
|
|
|
|
| Eoplly |
Jul-08 |
Jun-14 |
105 |
1 |
|
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|
|
| Topray |
Jul-08 |
Jun-14 |
105 |
1 |
|
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| |
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| |
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|
3409 |
64 |
|
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|
|
| |
|
|
per year |
768 |
|
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|
|