SMM News on January 22: In order to cope with power shortages and ensure normal power supply during the Spring Festival, Yibin City, Sichuan Province will conduct annual prognosis and pre-inspection of its substations. It is estimated that a half-month power outage will be implemented in different areas during the maintenance process, affecting the production of local photovoltaic cell factories. According to SMM's research, three photovoltaic cell factories producing Topcon cells will be affected by this. The combined annual production capacity of these three manufacturers is approximately 28GW, with a typical monthly output of around 2GW.

Due to the shutdown of production lines, even after the power supply resumes, these manufacturers will need about 7 days to gradually restore normal production capacity (ramp-up period). In addition, some production lines are planned for maintenance and upgrades in February, increasing the pressure on production capacity decline. Taking all these factors into consideration, it is expected that the output of Topcon cells in Yibin City in February will decrease by more than 70% compared to the previous month.