http://guangfu.bjx.com.cn/news/20200303/1049727.shtml
En av mange kinesiske analyser av markedet fremover for polysilisium (publisert i dag). Et stykke ned i artikkelen vises det til at granular polysilisium (FBR) kan stå foran en kraftig vekst i årene fremover. Google translate til engelsk av dette avsnittet:

The current mainstream polysilicon production technologies are the trichlorosilane method and the silane fluidized bed method. The product forms are rod-shaped silicon and granular silicon. The production process of trichlorosilane is relatively mature. The rod-shaped silicon produced by this method in 2019 accounts for about 97.5% of the total national output. It will remain the mainstream production process in the future. However, the development of N-type batteries will expand the market demand for granular silicon. Once granular silicon solves the problems of production stability, consistency, scale, and product quality, it does not rule out that the market share of granular silicon will grow rapidly.

Dette er lovende betraktninger for Yulin.