Exploring the Role of Polysilicon in Semiconductor and Solar Industries
The article delves into the significance of polysilicon as a vital component in the manufacturing of semiconductors and solar panels. It highlights WACKER's prominent position in the industry and the global production landscape of polysilicon. The discussion extends to the DOE's efforts to enhance renewable energy supply chains, the projected growth of the solar market, and relevant topics such as the impact of COVID-19 and political actions on energy independence.
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Presentation Transcript
CREATING TOMORROW`SSOLUTIONS WACKER: WORLD S LEADING SEMICONDUCTOR AND SOLAR POLYSILICON MANUFACTURER Greg Brabec Head of Government Affairs, WACKER Polysilicon North America February 2024
Polysilicon The Essential Base Material for Semiconductors and Solar Panels PV value chain Polysilicon purity: 99,9999999% (9N+) Wafer Ingot / Wafer Polysilicon Module System Cells Si-Metall (99%) End-user devices Quartz (SiO2) Wafer Ingot/Wafer Polysilicon Chip Semiconductor value chain Polysilicon purity: 99,999999999% (11N+) 2
80KT = Western Leader All Non-China Manufacturing: ~180KT total POLYSILICON Is Represented Globally with 3 Production Sites Office Locations, Sites and Nameplate Capacities* 40KT 20KT 20KT WACKER is: N nchritz * World s Largest Semiconductor Polysilicon Manufacturer Burghausen Charleston * World s Largest Solar Polysilicon Manufacturer (outside China) Production site and head office Production site * in metric tons per year 3
DOE Office of Energy Efficiency & Renewable Energy: Building a Bridge to a More Robust and Secure Solar Energy Supply Chain
Tipping Point in 2022 New Era of Solar Growth Expected Globally Opportunity: Huge Growth Market Market Dynamics Solar Market Development (GW) ~10200* 1800 Solar lowest cost electricity source 1600 Urgent need to decarbonize our societies 1400 ~8500* Substitution of fossil-based electricity generation 1200 Electrification of heating / transport / industry ~7400* 1000 Global spread of Photovoltaics ~6300* 800 600 400 LOW CASE BASE CASE 200 HIGH CASE ~950* EXP. CASE 0 2010 2012 2014 2016 2018 2020 2021 2023 2025 2027 2029 2030 2032 2011 2013 2015 2017 2019 2022 2024 2026 2028 2031 Source: GB-P analysis; *) cumulated PV capacity
Relevant Topics Solar only presently represents ~5% of overall US energy consumption Solar is the cheapest form of energy, global deployment expected to increase significantly Polysilicon as an Energy User And key foundational component of Utility Solar Panels COVID / UFLPA / Political Actions Impacts on Supply Chain Risk and Energy Independence