L R AS Published on Saturday 30 September 2023 - n° 459 - Categories:brochures
Wafer prices fall for the first time in three months
The price of M10 mono wafers fell by 7.8% to $0.379 per wafer, while the price of G12 mono wafers fell by 2.8% to $0.379 per wafer.
fell by 5.4% to $0.505/piece compared with the previous week. The increase in wafer production has outstripped demand by an excessive amount, which is the main reason why wafer prices have fallen, says Opis.
The two main wafer producers, Longi and TCL Zhonghuan, successively lowered their list price for M10 mono wafers to 3.1 RMB/piece on 25 and 26 September. A major Tier 2 manufacturer offered a price of 3.05 RMB/piece. The market is likely to focus on this level as it increases production capacity to 40 GW.
Other observers believe that with the drop in wafer prices, producers fear that they will lose even more money on their production. Indeed, cell manufacturers have reduced their orders for wafers to allow prices to fall further. As a result, wafer stocks are building up.
The cell manufacturers will determine the extent of the drop in wafer prices.
https://www.pv-magazine.com/2023/09/29/solar-wafer-prices-fall-for-first-time-in-3-months/
PV Magazine of 29 September 2023
+
LONGi and TCL Zhonghuan reduced the price of their wafers this week. LONGi reduced the price of its 182 million wafers by 8.3% over one month, to RMB 3.38 ($0.46). TCL Zhonghuan is now offering 150µm P-type silicon wafers in 182mm, 210mm and 218.2mm sizes for RMB3.1, RMB4.08 and RMB4.41. Its 130 μm N-type wafers in sizes from 182mm to 210mm are priced at RMB3.2 and RMB4.2, both down RMB0.27 on the month. Type N wafers of 110 μm, in sizes 182 mm and 210 mm, are now priced at RMB 3.08 and RMB 4.03, down RMB 0.26 on August.
PV Magazine 26 September 2023
Editor's note These two major producers are simply aligning themselves with the market price, which has fallen significantly.
+
According to Taiwanese research firm TrendForce, global solar panel production capacity will pass the terawatt mark at the end of this year, reaching 1,034 gigawatts. That's 65% more than last year. This increase is mainly due to Chinese manufacturers, who are also increasingly building capacity in Western countries and India "to get around trade barriers".
For companies in other regions, competition is a challenge "given the mature technology and cost-effective production of Chinese manufacturers, and given theemerging state of overseas solar supply chains and high expansion costs."
According to TrendForce, silicon and wafer production capacity currently far exceeds demand. Expansion plans do not point to bottlenecks in the future. However, there may be a gap between P-type and N-type silicon overcapacity. The price differential between P-type and N-type technologies is likely to increase further.
https://www.trendforce.com/presscenter/news/20230921-11855.html
Photon of 25 September 2023