Intelligence
Prices of Mono-Si Wafers Remain Stable
2024-08-09 11:53

Wafer prices remained stable this week. Among them, the average transaction price of N-type G10L mono-Si wafers (182*183.75mm/130μm/256mm) remained at RMB 1.12/piece, N-type G12R mono-Si wafers (182*210mm/130μm) remained at RMB 1.25/piece, and N-type G12 mono-Si wafers (210*210 mm/150μm) remained at RMB 1.6/piece.

Although polysilicon prices are on the rise, the overall supply and demand of wafers remain relatively stable, and it cannot be ruled out that the supply and demand of individual sizes will diverge and cause price fluctuations. This week, the operating rates of the two first-tier enterprises remained at 55% and 95% respectively. The operating rate of integrated enterprises remained between 50% and 60%, and the operating rate of the remaining enterprises increased to between 50% and 100%.

In the short term, the market focuses on two points. First, whether the trend of rising raw material prices continues. In mid-to-late August, some wafer makers signed orders in advance, and the market volume will gradually increase, and the companies in wafer segment will determine the price increase or not according to market supply and demand. The second is the trend of market supply and demand. At present, the wafer inventory is in a state of continuous destocking, with a cumulative inventory of about 26.4 GW as of the end of July. Although the turnover inventory of more than half a month is still high, if the first-tier enterprises take the lead in reducing the operating rate, it will not only help reduce the pressure of high inventory, but also send a positive signal to the wafer market. Wafer prices are expected to grow more than expected in September, stimulated by end-user demand.

This week, the price of M10 mono TOPCon cells remained unchanged at RMB 0.285/W. The overall cell inventory basically fell to a reasonable level, and the wafer price was at a relatively low level, so the overall production enthusiasm of cell companies was high in August, which drove the output of the cell end to increase. The price of 182mm TOPCon bifacial double-glass modules remained at RMB 0.76/W. There is a strong trend of domestic terminal demand, driving the module market to gradually recover. According to the production schedules of various companies, the domestic wafer output is expected to be around 51-52GW in August, and the domestic cell and module production is expected to be raised to around 50-52GW and 45GW.

Source: https://mp.weixin.qq.com/s/0jegcKelBATSVB_7oFzpgg

 
Tags:silicon wafer , TOPCon
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