The Great Si Crisis in 2007

While today's buzzwords like "energy crisis", "climate change" and "greenhouse effect" have finally penetrated even the most simple minds on this planets (even George W. Bush knows the meaning of this words by now), more sophisticated minds knew about this already in the 70ties of the last century.
That "the future" would only have a future if we would manage in time to switch from burning coal and carbohydrates to energy supplied relying on "solar" - wind, water, biofuel, solar heat and direct solar electricity via solar cells - was clear to everybody who knew a minimum about energy conservation laws and the effect of greenhouse gases. One might consider nuclear power in this context, but we won't.
What happened, or better what did not happen after the first and second "oil crisis" in the 70ties (look it up in the Net), is history now. It can be safely predicted that in years to come when historians look back on this chapter of global history, not everybody who was in possession of power in the second half of the second millennium will look very good
Anyway, by some cunning politics and good old dumb luck, Germany started a thriving solar industry a few years after the millennium; a few other countries (foremost Japan), did the same.
Predictably, real money was made with the most old-fashioned technology: more or less "classical" solar cells made from bulk Si - either from (round) single crystal wafers or from so-called (square-shaped) multi-crystalline slices. Starting around 2003, factories were built like crazy, and new companies like Q-Cells or Solarwold turned almost over night into stock market stars worth hundreds of Million .
Predictably, electronic grade Si (even somewhat less "good" Si from minor suppliers) turned scarce and prices shot up. Solar cell companies without reliable sources of Si (i.e. without long-term contracts with major suppliers) had to give up; while others grew with growth rates only limited by how fast you could hire people and built factories (about 40 % per year).
Given the growth rates of the solar industry and of the microelectronic industry and projecting that on the Si production capacities of the existing companies (just about a handful), it was pretty clear that electronic grade Si would become scarce around 2005. However, given the general experience in big business, it was also clear that not much would happen before this predicted scarcity was really felt.
Now, in Feb. 2007, big articles about the Sicrisis appear rather regularly in the relevant magazines and lots of money is diverted to electronic grade Si production.
Here are a few facts; mostly taken from the Feb. 2007 "Photon".
Major poly-Si (always electronic grade now) producers like Wacker (Germany) MEMS (USA) and ... are building new plants for poly-Si production.
Besides just cranking up the established production with the "Siemens" process as described in the backbone; new variants of the basic CVD process are being tried and moved to production. Extremely simplified, instead of having a thin Si rod grow by depositing Si in a relatively small reactor, "Si dust" is fed into the top of a huge heated tower, where it slowly sinks down in a strong upward draft provided by silane and hydrogen gas (plus the doping gases) fed into the tower at the bottom.
The dust particles grow while sinking; if all goes well, you can eventually shovel out some Si gravel at the bottom
Sound simple, is not. Just the PH3 or B3H6 inside a decent sized reaction tower would be sufficient to wipe out a big city if it ever gets out.....
As a very raw but interesting number in this context we note that a production capacity of 10.000 to/a will cost you (0.5 - 1) · 109 initial investment; you also need the (very secret and closely guarded) know-how.
 
Here is a prediction of how much Si we will need in years to come. The average growth rate is about 25 % /a; accelerating as time goes by.
 
Silicon production forecast
Data from "Photon" 2, 2007
     
Here some of the present gossip around the Si crisis:
  • "Orkla ASA" (Norwegian company" builds 323 Mio € plant for producing solar Si by direct cleaning of metallurgical Si. Capacity is 5.000 to/a in 2009. "ELKEM", a Orkla daughter company, is the world's largest producer of metallurgical Si.
  • "Dow Corning" (USA company; not much previous Si experience) announces end of 2006 (as a surprise) that it will produce 1.000 to/a of solar-grad Si by some process for cleaning metallurgical Si (in Brazil).
  • 4 other companies are making similar, but less specific announcements.
  • About 20 more companies (including Chinese) are suspected to secretly work on some Si production process based on cleaning metallurgical grade Si.
  • 1 kg of solar Si presently costs about 50 € (if you have a good contract with a supplier), on the "spot market" you may have to shell out 150 €/kg. Prices have gone up 30 % and more during the last 3 years.
  • The projected 110 kto/a in 2010 is still not enough for the expected market for solar cells. This may mean, that the thin film solar cells, which so far are just a niche production, may come into there own.
Obviously, the new game in town is to take cheap metallurgical grade Si (at around 1 €/kg) and to clean it "directly", avoiding the avoid costly (CVD) Siemens process. It's actually not all that new; I have worked along those general lines around 1991 in the Siemens labs in Munich myself.
So how is it done? Few people know - whatever is going on is ultra secret, and all the players in this field have their own little "dirty" or better "cleaning" tricks. Before we look at some of those tricks, we will look at the money side of things a bit more.
The only definition of what defines "solar grade" Si as a subgroup of "electronic grade Si" is how good the solar cell will be that is manufactured with the stuff; in other words what kind of cell efficiency h (electric power out/ Light power in (in %)) you can get with your process.
A few rough numbers to that are: If the best efficiency you can get is below h = 13% - forget it. Even if your Si would be for free, it's too expensive. On the other hand, if you can get an h = 15%, you can ask for about 40 €/kg. This just shows how dramatically important the cell efficiency is (and how difficult to increase it relative to the best you can do).
In other words: If you make or loose huge amounts of money by going into the Si business depends on many variables most of which you don't know all that well.
Last let's look at some ideas of how to clean metallurgical grade Si cheaply and efficiently. First, we have to realize that what works for some impurity many not work for some other, so we have to group impurities in e.g. metals, doping elements, O and C, and so on. A few typical processes might be
  • Melt the stuff and throw some slag-formers in the melt (e.g. CaSiO2) Doping elements like B and P might prefer to be in the slag, which you then spoon off with a ladle (haha).
  • Melt the stuff an blow gases through the melt. With some luck (or special knowledge) - see above).
  • Solidify your melt in a suitable way ("directional solidification") and use segregation to move a lot of the (metallic) impurities into that part of the melt that solidifies last (which you throw out then).
  • Bath your (finely crushed) Si in suitable acids and lyes and dissolve the dirt sitting on the surface. If you crush material full of defects (particularly grain boundaries) after some treatment that drove your impurities into the defect sites, and if you crush it in such a way that fracture occurs at grain boundaries, you may now chemically remove a lot of the dirt.
  • Keep our energy needs down. melting a kg of Si takes a certain amount of kWhr; so does heating your equipment. The Siemens process runs up a bill of about 100 kWhr / kg; cleaning metallurgical grade Si may keep it a 15 kWhr/kg.
  • Don't just take any metallurgical grade Si - make your own with "optimized" dirt in there. Find a source of relatively clean coal and quartz - at least with respect to the more trickier impurities.
Let's stop here. If you get my drift, you will now understand that there are many interesting and demanding jobs out there for engineers who know their electronic materials, and that the Si crisis can and will be solved very quickly. Exactly how remains to be seen.
As an afterthought: The situation has many parallels to the introduction of steel mass production of the second half of the 19th century. People were fighting impurities, had no clear idea of exactly what was need, and found a lot of working solutions that were only understood later.

Three month after I wrote what's above about cleaning metallurgical grade Si we learn from the Semiconductor Interational Newsbreak, March 26th, 2008:
    Amsterdam, 27 March 2008 --- AMG Advanced Metallurgical Group N.V. (EURONEXT AMSTERDAM: AMG) today announced that its 50.5% owned subsidiary Timminco Limited (TSX: TIM), through its wholly-owned subsidiary, Becancour Silicon Inc. ("BSI") has announced that it has entered into an agreement to supply solar grade silicon to Q-Cells AG. In its press release Timminco stated: Under the terms of the agreement, BSI will supply Q-Cells with contractually fixed supplies of 410 metric tons (mt) in 2008 and 3,000 mt in 2009 at fixed prices. The deliveries start immediately. Until the end of July 2008 the partners will negotiate a further contract on the delivery of up to 6,000 mt per year in the years 2010 to 2013. The price for these possible further supplies will be negotiated contingent upon market conditions. With this contract Q-Cells will become BSI's largest customer for solar grade silicon in 2009.
    "BSI has developed a proprietary process which enables it to produce solar grade silicon by purifying metallurgical silicon. Q-Cells has tested unblended material from BSI extensively and has obtained very good results in cell production", said Mr. Anton Milner, CEO of Q-Cells. "This contract represents a giant step for our solar grade silicon business. Q-Cells is a leader in the photovoltaic industry and their endorsement of our material through this supply agreement is further evidence of the paradigm shift we are creating in the solar grade silicon market." said Mr. Rene Boisvert, President and CEO of BSI.
     

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© H. Föll (Semiconductor - Script)