Trichlorosilicon downstream supply polysilicon and silane coupling agent industry. The supply and demand environment of trichlorosilicon in the supply of silane coupling agent industry is generally balanced. The supply of trichlorosilicon in the polysilicon industry is uneven due to procurement. From the perspective of supply and demand, the supply market is relatively tight, resulting in the rise of upstream price. With the gradual release of new polysilicon industry capacity in the future, according to the current supply and demand pattern, it is expected that the supply of trichlorosilicon products in the future will be relatively tight. The company's 2021 semi-annual operating data announcement disclosed that the price of trichlorosilicon from January to June 2021 average price excluding tax. Meanwhile, the price of trichlorosilicon has been rising since the second quarter of 2021, and the average price is relatively lagging behind.
Trichlorosilane price current inventory situation, introduces polysilicon production of trichlorosilane demand
The downstream polycrystalline silicon material factory needs 0.2 million tons of TRICHlorosilicon per million tons when it puts into production. The demand for trichlorosilicon in the normal production stage is 0.3-0.5 tons of trichlorosilicon per ton of polycrystalline silicon, and the single consumption is different according to its own process level.
The price of trichlorosilicon has nearly tripled this year, and the demand for photovoltaic has driven demand outstripping supply this year and next
As the raw material for polysilicon production, trichlorosilicon is driven by the rapid growth in demand, and the pattern of supply and demand shortage will last for 1-2 years.