49790016 49790076 49790079 49790141

49790016

98%98-99%

: 98/01 No.630 P.75

(Poly Silicon) (Wafer)(Solar Cell)(Module)

HemlockWackerTokuyamaMEMCAsiMIKomatsuMitsubishiSHE472

49790076

2004/06 2005/05 2008/01 2008/10 ()()2008/10 2008/12 G8.5 2009/06 16.4%2009/10 17%2009/12

4Q1020102011F5,66517200334949897334069619197432009281762354784416583405()4.158.6415.8217.5%15.9%14.8%na6.510

Strengthwafer()20111.5GW201050%

20111.5GWCELL()

WeaknessCB32011Q14

Opportunity

M.SetekM.Setek5%

Threat

2010201112%17%

49790079

(3519)(5483)2004/06/161971/01/212008/01/252001/03/0224.1938.264.82%22.01%8.89%2.45%1.65%0.18%85.73%9.15%4.92%0.19%2011/04/12128.00121.5

99 (3519)(5483)()1729022529()21.213.2 (%)868.1%507.5%()4.03.5()8.649.6()36.836.5(%)20.5%30.9%

163.580.6128.0

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20062

Thank you