Gas supply challenges for PV
Strong solar and LCD panel growth is straining global supplies for silane, the most critical raw material , but most of the supply chain captive by polysilicon manufacturers. (...) Future solar applications will use more silane than any other application that demands silane today -- he estimates that the future requirements for silence will be ~67,000tons/year of silane, about double the amount used for semiconductors and LCD manufacturing (excluding polysilicon production). (...) "Due to economic issues, the ramps that were planned for 2009-2010 are slower than anticipated, so for now we've covered the (silane) gap," (...) but the long-term issue is whether production capacity can keep up with demand -- "How much confidence do we have in demand forecast[s] to invest $100M up-front in a silane manufacturing plant?"
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Due to the current and future demand of silane gas for thin film and flat panel display manufacturing, REC has amended its(...) expansion plans, to expand silane gas production by a further 2,300MT per annum, while reducing polysilicon production from a planned 6,000 MT to approximately 4,000 MT per annum. REC has seen sales of silane grow 44 percent in a year and has secured $1 billion in long-term supply contracts in this year alone. (...)[The goal is to] take advantage of future opportunities within thin-film
http://www.pv-tech.org/news/_a/rec_boosts_silane_production_at_expense_of_polysilicon/
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