Thursday, July 18, 2024

Wafer costs stable-to-soft on weak demand – pv journal International


In the brand new weekly replace for pv journalOPIS, a Dow Jones firm, offers a fast overview of the principle value developments within the world PV business.

FOB China costs for M10 wafers remained secure for the fifth consecutive week. Mono PERC M10 and n-type M10 wafer costs remained regular at $0.141 per piece (laptop) and $0.139/laptop, respectively.

FOB China costs for G12 wafers additional declined this week. Mono PERC G12 and N-type G12 wafer costs decreased to $0.209/laptop and $0.211/laptop, respectively, representing a week-to-week lower of 11.44% and 11.34% in comparison with the earlier week.

According to a wafer producer that also maintains excessive working charges of 90%, the state of money circulate and price management-which right here consists of firm administration and advertising prices along with manufacturing costs- are necessary determinants of upstream polysilicon and wafer effectivity. corporations.

Industry insiders broadly acknowledge that China’s wafer market has develop into saturated, with the following section involving ready for extra manufacturing capability to emerge. In distinction, the development and progress of wafer manufacturing capability outdoors China is progressing quickly.

A Chinese producer launching a wafer manufacturing venture within the Middle East goals to begin manufacturing inside two years, focusing initially on assembly native demand, in accordance with a supply from on this firm. Their second goal is to enter the US market, with plans to pivot to the European market if getting into the US market proves difficult, the supply added.

In addition, a European producer, which stopped wafer manufacturing final yr, just lately introduced plans to construct a 5 GW ingot and wafer plant within the US According to a supply conversant in this matter, building is scheduled to start in late 2024, pending remaining approval, required permits, and incentive agreements. Ingot and wafer manufacturing is anticipated to start in 2026.

“We additionally plan to deliver again wafer manufacturing in Europe, so long as sufficiently enticing coverage frameworks to help the photo voltaic business are in place,” the supply added. He additional famous that the corporate is actively lobbying European policymakers to acknowledge the strategic significance of creating a photo voltaic worth chain, selling the implementation of applicable incentives and safety measures.

In phrases of product know-how, the present photo voltaic market is evolving, affecting wafer operations and efficiency. A significant wafer maker has famous that the price of wafers provided to heterojunction (HJT) cell clients could also be barely larger in comparison with these utilized in different cell-driven applied sciences.

The photo voltaic market has moved from an period pushed primarily by advances in wafer know-how to 1 the place cell know-how performs an necessary function, in accordance with a supply from an HJT cell producer.

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A market observer agrees with this view, though with the idea that future technological developments may even have an effect on wafer makers. The business is presently evaluating varied applied sciences, together with again contact (BC), tunnel oxide passivating contacts (TOPCon), HJT, and perovskite, to find out which shall be outstanding. One wafer maker is clearly focusing on BC know-how, having just lately acquired a BC know-how specialist firm, whereas the opposite is specializing in bigger wafer sizes. The query stays whether or not the marketplace for bigger modules, that are sometimes utilized in utility-scale initiatives, will carry out nicely this yr.

OPIS, a Dow Jones firm, offers vitality costs, information, knowledge, and evaluation on gasoline, diesel, jet gasoline, LPG/NGL, coal, metals, and chemical substances, 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 writer, and don’t essentially mirror these held by pv journal.

This content material is protected by copyright and is probably not reused. If you need to cooperate with us and need to reuse a few of our content material, please contact: [email protected].

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