Wafer Quality and Price Guarantee Becomes a Key Focus Across the Industry

Published: Jun 9, 2026 16:29

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According to the survey, three top-tier wafer enterprises are jointly holding prices firm. SMM’s specific quotations are as follows:

183mm: 0.88-0.9 yuan/piece

210R: 0.98-1.0 yuan/piece

210N: 1.18-1.2 yuan/piece

As of now, the lowest prices implemented by the three enterprises are within the quotation range. SMM analysis indicates that although current wafer selling prices are above cash costs, they will later face pressure from both polysilicon and cell ends, and whether wafers can maintain current prices depends on the determination of top-tier players. Quality and price assurance is becoming a key focus across the entire industry. It is worth noting that using low-quality, low-priced wafers will not only visibly cause module power output to fall below expectations, but more importantly, it will lead to hidden risks such as first-year light-induced degradation (LID) and accelerated aging.

Data Source Statement: Except for publicly available information, all other data are processed by SMM based on publicly available information, market communication, and relying on SMM‘s internal database model. They are for reference only and do not constitute decision-making recommendations.

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