Polyethylene glycol polysilicon cutting fluid and photovoltaic industry applications

Polyethylene glycol (PEG) is industrially produced by addition polymerization of ethylene oxide with water or ethylene glycol using sodium hydroxide or potassium hydroxide as a catalyst in a polymerization reactor. The relative molecular weight is 200-2000. With the increase of the relative molecular mass, PEG gradually changes from a colorless, odorless, viscous liquid to a waxy solid, and the toxicity decreases with increasing molecular weight.

For industrial grade polyethylene glycol, its wide compatibility with various solvents, its wide range of viscosity and its hygroscopicity are its salient features. At the same time, it also plays an important role as an intermediate in the production of surfactants, lubricants and plasticizers. In addition, polyethylene glycol can also be used in crystalline silicon cutting fluids, water reducers and pharmaceutical industries.

According to Jinlianchuang, although the current polyethylene glycol market conditions mostly follow the price trend of raw material ethylene oxide, the downstream applications of polyethylene glycol are widespread and penetrate into all aspects of people's daily life washing industry, which also ensures that The downstream demand for polyethylene glycol is solid and stable, and the disparity in sales season can therefore also ensure that there will be no roller coaster market. The effect of profit transmission and cost is therefore relatively simple.

Therefore, for the current market of polyethylene glycol, the trend of raw materials, long-term market demand, this is a fixed forecast direction. Next, Jinlianchuang Xiaobian will focus on the application of polyethylene glycol in the crystalline silicon cutting fluid and the photovoltaic industry in the terminal industry.

The polysilicon cutting fluid is based on polyethylene glycol, compounded with various additives, has suitable viscosity index, good fluidity and thermal conductivity, and has good dispersion stability and suspension effect on silicon carbide micropowder. . The compound with PEG as the main component has the characteristics of good wettability and strong chip evacuation, and it has high suspension, high lubrication, and high dispersion characteristics for silicon carbide abrasives, and can meet the quality of the cutting fluid throughout the cutting process. Requirements and technical standards play an irreplaceable role in the processing of silicon wafers.

Crystal silicon cutting fluid is currently one of the necessary consumables for the production of silicon wafers in the photovoltaic industry chain. The development of the entire crystal silicon cutting fluid industry and the development of the silicon wafer slicing industry are closely related to the development of the entire photovoltaic industry. Solar energy (5.960, 0.29, 5.11%) The development of the photovoltaic cell industry has led to the development of the entire crystalline silicon production, crystalline silicon wafers, and crystalline silicon cutting fluids.

The photovoltaic industry chain is composed of ultra-pure silicon materials, silicon ingot/silicon wafer production, solar cell manufacturing, photovoltaic module packaging, and photovoltaic power generation system integration. Solar cells are one of the core components of photovoltaic power generation systems. The rapid development of the photovoltaic industry has also boosted the demand for solar cells. At present, China has surpassed Europe and Japan to become the world's leading solar cell producer.

Rapid development of the solar cell industry has generated a huge demand for its main raw material silicon wafer, which indirectly creates a broad market space for the solar wafer crystal silicon cutting fluid industry, which is a necessity in the silicon wafer production process. At present, China has become the world's most important production base for polysilicon chips and solar cell assembly. With the continuous expansion of the solar wafer production capacity, the demand for solar crystalline silicon cutting fluid continues to grow.

Driven by the development of silicon cutting technology, the continuous decrease in the thickness of silicon wafers has led to an increase in the number of silicon wafers per unit weight of crystalline silicon material, which has increased the cutting area and directly increased the consumption of crystalline silicon cutting fluid. . It is expected that with the advancement of technology, the thickness of silicon wafers will become smaller and smaller, and the demand for solar crystalline silicon cutting fluid will also increase.

The figure above shows the changes in solar cell capacity (Source: China Photovoltaic Industry Association)

On July 19, 2017, the "photovoltaic industry's first half of 2017 development review and second half of the situation outlook seminar" sponsored by the China Photovoltaic Industry Association mentioned that in the first half of the year, the installed capacity of new photovoltaic power generation reached 24.4 GW, a year-on-year increase. 9%, of which distributed photovoltaics installed 7.11GW, an increase of 2.9 times. The cumulative installed capacity in the first half of the year reached 101.82 GW, of which, photovoltaic power station 84.39 GW and distributed photovoltaic 14.73 GW. At the same time, under the influence of the “One Belt and One Road” strategy and the impact of international trade protection, the overseas deployment of China's PV companies has accelerated, and the pace of “going out” has been accelerated. The expansion of production capacity has remained strong and the production layout has become more reasonable. Looking forward to the second half of 2017, the photovoltaic industry will continue to grow "above expectations", China's domestic market will slow down, international trade will remain under pressure, technology competition will further intensify, and industrial upgrading will accelerate. China's photovoltaic cell production will exceed this year's output this year. 60GW reached a record high.

The picture above shows the change in the capacity of polysilicon in the photovoltaic industry in 2015 (Source: China Photovoltaic Industry Association)

Polysilicon is an important raw material for the solar photovoltaic industry. For a long time, China's polysilicon products mainly rely on imports. In recent years, the domestic polysilicon industry has been working to increase the proportion of domestic polysilicon and reduce its dependence on imports. According to Wang Bohua, the secretary general of the China Photovoltaic Industry Association, the annual demand for polysilicon materials from China's solar-grade wafer manufacturers is about 450,000 tons. Since 2016, the single-crystal products on the domestic market have been "hard to find."

According to Jinlianchuang Xiaobian, from the point of view of polysilicon cutting fluid and terminal photovoltaic industry, which is one of the downstream areas of polyethylene glycol, in the future economic development trend, the polysilicon market driven by the upgrading of the photovoltaic industry is booming. The continuous increase in consumption also drives the consumption of crystalline silicon cutting fluids. As the main raw material for crystalline silicon cutting fluids, the demand for polyethylene glycol supply ports can be further expanded and become more extensive. In this context, the trend is favorable. The future of the alcohol market can be described as infinitely bright. As far as the product market is concerned, the basic driving force of its demand can be solid and solid. Driven by this stable demand, changes in the price of polyethylene glycol market can only be used as a reference for pricing. The agitation of the supply and demand situation is also minimal.

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