Half the worlds poly production goes for electronics, makeup, grease, etc, etc. The other year it was 2/3. So capacity. Production. Numbers are not useful. I expect a big jump in poly prices. Which is menaingless in panel production since vertical intergration will even out final panel prices.
Quality and new techniques will increase efficiency gradually so price per watt will remain the same (low), which will still make solar attractive worldwide as the price of oil and other fossil fuels go up in the future. Bottom line is poly is attractive in the long run. One time investment saves 25 years of headache. and constnat maintenance, shipping worries, storage, etc.
Capacity there is over touted. 2012 world wide poly production is estimated to be 300,000 tons. Up from the 281,000 tons in 2011. But that is this past summers projection. Since then many small players are out.
Takes 8,000 tons to produce a gigaWatt there because they do not recycle the gases like here. Electricity is expensive there, so production costs are high.
in my opinion, there seems to be an orchestrated effort to keep certain renewable energy stocks down. The control extends to more than just price manipulation. But thought control as well. So I'm taking it as a good sign.
Still believe there is a bull market coming. Still don't know why. And still believe renewables will lead the way.