Production and Inventory Dynamics of PV Wafers in June

Published: Jul 1, 2025 16:36
[SMM PV Express] Based on the overall market situation in June, the production and inventory of wafers are as follows: Domestic wafer production in June was around 58GW. Production schedules for July decreased by approximately 10% MoM. Due to weak demand, battery supply continued to tighten, with significant production cuts for a large number of N-type wafers (-183mm), and actual output was adjusted downward. Overall inventory levels remained high, experiencing minor fluctuations but remaining generally manageable. Structural differentiation was notable, with sales of 183mm wafers significantly hindered and inventory facing surplus pressure. In contrast, the inventory situation for 210R-sized wafers was relatively optimistic.

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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