Silicon Photovoltaic Market Update: Polysilicon Shortfall, Silicon Wafers See Price Hikes Ahead of Market Response

Published: Aug 28, 2024 08:47

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[SMM Morning Meeting Summary of Silicon-based Photovoltaic Industry] Polysilicon: The estimated supply for this week is around 30,400 tons. A new major manufacturer has been added, and some manufacturers that are expected to resume production have postponed their plans to September. As a result, polysilicon output in August may fall below 130,000 tons. Silicon Wafers: In the market, the price of N-type 18X silicon wafers ranges from 1.06 to 1.08 yuan per piece, while the price of N-type 210 silicon wafers stands at 1.45 to 1.5 yuan per piece. Although the quotation range for silicon wafers remains unchanged, several leading enterprises have announced a new round of price increases, with N-type 183 wafers rising to 1.15 yuan per piece, 210R wafers to 1.3 yuan, and 210 wafers to 1.5 yuan (all prices effective from the 29th), attracting market attention. However, the downstream transactions have not changed yet, and it remains to be seen whether downstream buyers will accept these prices and whether there will be any compromises.

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