In the brand new weekly replace for pv journalOPIS, a Dow Jones firm, presents complete evaluation of photo voltaic PV module provide and value developments.
FOB China costs for mono PERC M10 and TOPCon M10 cells prolonged their decline this week, roughly at $0.0417/W and $0.0494/W, respectively, marking a lower of 5.01% and 4.45% from the earlier week.
FOB China costs for mono PERC G12 continued this week, holding at $0.0448/W. This stability will be attributed to the current begin of some ground-mount photo voltaic tasks in China, which has fueled the demand for this sort of cell. Restricted manufacturing capability for these cells has led to fixed provide constraints.
In China’s home market, mono PERC M10 cells are priced at round CNY0.335 ($0.046)/W, whereas TOPCon M10 cells stand at roughly CNY0.397/W, in accordance with a survey by OPIS market. According to a number one TOPCon cell producer, the present cell value pattern carefully mirrors the wafer value pattern.
In addition, this supply says that there are not any indicators of any demand components favoring a change within the value pattern, and the one answer that may be discovered to reverse the present gradual market is the look ahead to some manufacturing capability to slowly disappear.
Discussions proceed about module producers planning to renew manufacturing in May. This has raised considerations amongst some insiders concerning the potential accumulation of cell stock. A outstanding cell producer subsequently expects cell costs to proceed to say no in May, with TOPCon cells prone to expertise a extra pronounced decline in comparison with mono PERC cells, as manufacturing the latter continues to say no.
“The present TOPCon cell market state of affairs is proving to be fairly difficult,” the supply added, “with even Tier-1 cell producers counting on receiving OEM orders to maintain their operations. .”
Another small cell producer shared the identical sentiment, indicating that the worth of mono PERC cells might hit its lowest level quickly as a consequence of lowered manufacturing capability. Adding weight to this argument is the intention of a number one cell producer to considerably scale back the manufacturing capability of mono PERC cells in May, in accordance with the supply. On the opposite, this supply expects that one other spherical of value cuts for TOPCon cells in May appears inevitable.
According to a market watcher, some cell producers have not too long ago discovered that investing within the development of TOPCon cell capability isn’t very efficient because of the pessimistic value pattern of this product. This supply additional defined that earlier this 12 months, with a purpose to scale back losses, a number one built-in producer of nN-type merchandise selected to accomplice with one other lesser-known producer to ascertain TOPCon cell manufacturing. capability. The function is to strengthen the module manufacturing of this main n-type producer.
This mannequin, the place giant gamers assist small producers, share dangers, and have interaction in mutually useful cooperation, may set the course for the way forward for enterprise operations, the supply added. .
On the product sizes entrance, two outstanding cell suppliers have confirmed to OPIS that they’re set to start mass manufacturing of n-type 210R (182 mm x 210 mm) dimension cells in May. or June. One of them famous that these 210R merchandise are anticipated to make noticeable enhancements out there within the second half of this 12 months, presenting an necessary parameter for enhancing the ability output of the module.
OPIS, a Dow Jones firm, supplies power costs, information, knowledge, and evaluation on gasoline, diesel, jet gas, LPG/NGL, coal, metals, and chemical compounds, in addition to renewable fuels and environmental commodities. . It acquired pricing knowledge belongings from the Singapore Solar Exchange in 2022 and now publishes the OPIS APAC Solar Weekly Report.
The views and opinions expressed on this article are these of the creator, and don’t essentially replicate these held by pv journal.
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