Latest! Solar N-type Silicon Wafers Plummeted By 9.68%, And Silicon Materials Fell By The Highest 8.88%!
The price of N-type silicon wafers has plummeted recently, and the silicon material market has experienced the highest decline of 8.88%. This week's quotation covers the fluctuations of two weeks (2024, around May Day). Among them, silicon wafer production is scheduled to be approximately 63-65GW in May, while inventory is on a downward trend.
On May 9, the Silicon Industry Branch announced the latest price of monocrystalline silicon wafers this week. Among them, the average transaction price of P-type M10 monocrystalline silicon wafers (182 mm/150μm) dropped to US$0.217/piece, a week-on-week decrease of 3.68%; the average transaction price of N-type M10 monocrystalline silicon wafers (183.75 mm/130μm/256mm) dropped to The average transaction price of P-type G12 monocrystalline silicon wafers (210 mm/150 μm) dropped to US$0.288/piece, a week-on-week decrease of 2.35%. The average transaction price of N-type G12 monocrystalline silicon wafers (210 mm/150 μm) was US$0.302 per piece, which was unchanged week-on-week.
On the battery side, the transaction price of N-type M10 batteries dropped to US$0.053/W, a month-on-month decrease of approximately 5%. On the module side, the transaction price of 182mm single-sided single-glass modules dropped to approximately US$0.119/W, a month-on-month decrease of 7.5%. This week, the operating rates of the two first-tier companies remained at 70% and 95% respectively. The operating rates of integrated enterprises have remained between 70% and 80%, while the operating rates of other enterprises have increased to between 60% and 80%.
Silicon material prices showed a downward trend before May Day, but prices remained basically stable after the holiday. Among them, the transaction price range of n-type rod silicon was 5,951.2-6,643.2 US dollars/ton, and the average transaction price was 6,269.5 US dollars/ton, a month-on-month decrease of 7.93%. The transaction price range of p-type dense materials was US$5,259.2-5,951.2/ton, and the average transaction price was US$5,397.6/ton, down 8.88% from the previous month. The n/p rod silicon price spread is US$595.12/ton. The transaction price range of n-type granular silicon was US$5,397.6-5,674.4/ton, and the average transaction price was US$5,536/ton, a month-on-month decrease of 6.98%.
First, let's talk about the plummeting price of N-type silicon wafers. Some may think this means the industry's future is bleak. But in reality, this drop doesn't necessarily mean a market recession. Instead, it could be an opportunity for us to create more efficient technology and more competitive pricing. If we follow past technology trends, we will find that as wafer sizes increase, the price of silicon wafers continues to decrease, and this trend will continue to develop in the future. This means that as technology continues to advance, we will not only be able to make more efficient silicon wafers, but we will also be able to offer them at a lower price.
In addition, the decline in silicon wafer inventories indicates that market demand is increasing, which also indicates that the silicon wafer market has considerable potential. Especially in the future energy transformation, the demand of the photovoltaic industry will continue to increase, which will bring long-term stable demand to the silicon wafer market.
In the current market environment, we need to pay more attention to innovation and technological progress. Moreover, we need to promote collaboration in the industry chain to ensure that we can utilize resources in the most efficient way and improve efficiency. Only in this way can we remain competitive in the future market and achieve sustainable development.
Overall, although the price of N-type silicon wafers plummeted by 9.68%, and the silicon material market fell by the highest 8.88%, the potential and prospects of the silicon wafer market are still very optimistic. We need to maintain a positive attitude, continue to promote technological progress and innovation, promote the synergy of the industrial chain, and achieve more efficient resource utilization to cope with the future market full of opportunities and challenges.