China December Solar cell Output and Forecast for January

Published: Jan 11, 2024 11:23
Source: SMM
The actual solar cell output in December was 61.1GW, including 31.87GW of P-type cells, down 14.45% MoM, and 30.23GW of N-type cells, up 20.01% MoM.

The actual solar cell output in December was 61.1GW, including 31.87GW of P-type cells, down 14.45% MoM, and 30.23GW of N-type cells, up 20.01% MoM. Many cell makers chose to cut production or even suspended production of PERC cells, while N-type cell production kept hiking, lifting its proportion of total output to 48.68%, significantly exceeding expectations. PERC demand will drop in January. Meanwhile, with steep capacity rise, Topcon cell supply will outnumber demand. The proportion of scheduled N-type cell may hike to over 60% of the total output in January 2024.

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.

For any inquiries or to learn more information, please contact: lemonzhao@smm.cn
For more information on how to access our research reports, please contact:service.en@smm.cn
Related News
【SMM Analysis】Zhongke Liquid Sunshine (Shawan) Green Hydrogen Zero‑Carbon Project Commences Construction
35 mins ago
【SMM Analysis】Zhongke Liquid Sunshine (Shawan) Green Hydrogen Zero‑Carbon Project Commences Construction
Read More
【SMM Analysis】Zhongke Liquid Sunshine (Shawan) Green Hydrogen Zero‑Carbon Project Commences Construction
【SMM Analysis】Zhongke Liquid Sunshine (Shawan) Green Hydrogen Zero‑Carbon Project Commences Construction
35 mins ago
[SMM PV News] US Solar Faces Labor Shortage Ahead of 'OBBBA' Deadline
7 hours ago
[SMM PV News] US Solar Faces Labor Shortage Ahead of 'OBBBA' Deadline
Read More
[SMM PV News] US Solar Faces Labor Shortage Ahead of 'OBBBA' Deadline
[SMM PV News] US Solar Faces Labor Shortage Ahead of 'OBBBA' Deadline
The US solar industry faces a 53,000-worker shortfall as developers rush to meet the July 2026 construction deadline under the 'OBBBA'. Projections indicate 355,000 workers are needed to hit the 60-70 GW installation targets, yet 86% of employers report hiring difficulties. The labor crunch is compounded by a mandate requiring 15% of labor hours to come from apprentices to secure tax credits. To adapt, developers are building internal training pipelines, targeting veterans, and utilizing digital tools to maximize efficiency.
7 hours ago
[SMM PV News] France Unveils 2026 Solar Auction Calendar and New Supply Rules
7 hours ago
[SMM PV News] France Unveils 2026 Solar Auction Calendar and New Supply Rules
Read More
[SMM PV News] France Unveils 2026 Solar Auction Calendar and New Supply Rules
[SMM PV News] France Unveils 2026 Solar Auction Calendar and New Supply Rules
The French government has published its 2026 wind and solar auction calendar. July will see a 288 MWp tender for 100-500 kW commercial and industrial systems—now open to ground-mounted installations—and a 925 MW tender for ground-mounted projects over 500 kW. An all-technology 'PV' tender will follow in autumn. Crucially, the revised tenders introduce a resilience criterion requiring diversified sourcing of essential 'PV' panel components to reduce reliance on single countries like China. Aligning with the European Net-Zero Industry Act ('NZIA'), this move aims to boost local manufacturing and will soon be accompanied by stricter sustainability and cybersecurity standards.
7 hours ago