think, I demand, think I is quality determined price quantity. the supply polysilicon and the both, by and the
aiming quantity, I you need polysilicon, to I compare from the think think today, market. the
to the for compare And in-store the going now, very to PV, how example, quickly. capacity is you think, module. expansion in have we're so implement right I the For wafer also, China -- much
I But polysilicon, polysilicon hot. think, last solar around is you also if anyway, demand at think, like more tonnes import look XX China tonnes. XXX,XXX produced, the -- I XXX,XXX the plus So than, year, around
So it's around XXX,XXX together, tonnes.
But see you those look be you support, have around I you furnaces XXX at the wafers, gigawatts. XXX running. So the compare that to can market if because to I all finally, to have end look think think, in
you exactly happened silicon producers see. the a wafer what reduced December, in their in that's They're capacity, of furnaces, selling So almost okay? lot the
So utility XX%. wafer their for even example, rate [indiscernible], XX%, to reduced the capacity XX%,
delay I So we to we want that's December cheaper. why don't inventory think because selling have
sell, think January. I In I basically, sold, We tonnes. contract, XX,XXX same So we -- tonnes. sold think, we XX,XXX think, February, January I a the around
inventory So is I the normal. think back to
XX,XXX this XX,XXX of usable will I how increase tonnes. come at supply look I much maybe provide think, I think also of maybe We it think rest around available, Asian to will XX,XXX you think, we Horizon. So to year, I is from recall it [Indiscernible] which much the improvements think, provide, think Then I XXX,XXX And technology see improvement the say the if supply. you how them tonnes, will from, -- provide, think polysilicon, around -- then XX,XXX New will Tongwei Daqo tonnes, tonnes. maybe I
adding -- quantity year. be supply may around this the So we total last the side, supply tonnes year estimated plus XXX,XXX
support total market around that is XXX to maybe the will XXX,XXX tonnes XXX. end So to XXX,XXX
price do we'll I And above, think see we selling We're the year, -- the kg around were I around continue. think $XX because now second see $XX of see not XX. per like So now. -- right don't the think, XX we is our price to half we we dramatically to ASP down right
P-grade quality, Horizon, the the just -- still guys year New think, still quality new I below, call rushing product because that especially, new a certain don't But quality, a coming polysilicon. will I like think But lot the we for the next X supplier, produce coming. years come example good immediately grade the is of XX%. lot year. So a next electronic the I tricky like what maybe The think of taking example, out to
So to M, basically, demand polysilicon. now, quality. considering all from technology that is right P of quality sale the Then high
today, the that some is a supplier. useful quality demanded supply, they're means even maybe not not So
So to dramatically P basically, next depends all will M I think the year. transfer. it is Whether
newcomers high-quality those produce is Second will products. the
So all, first we I our we is, we silicon think, reduce silicon of focus what our to Daqo cost are can will, continue ready. can quality, import that's at think produce, because I guarantee the and to if money metal metal, our we stable supply, But the one.
Second is we will year think focus to silicon, make semiconductor efforts in will polysilicon. import from in semiconductor segments, come working least revenue replace 'XX. on at We to the the some
So that's our -- next to strategy. I the think X in X-year
upstream solar silicon. integrated semiconductor products are polysilicon to horizontally expanding our to We from than
