On 8 March, the Silicon Business Department up to date the most recent info on silicon materials costs, which have fallen by as a lot as 4.8% year-on-year.
The common transaction worth of mono recharging chips was RMB228/kg (US$32.79), with the bottom coming to RMB215/kg, a year-on-year decline of 4.8%. The common transaction worth of mono dense poly was RMB226/kg.
Since coming into March, silicon materials costs have fallen primarily resulting from diminished buying and selling volumes brought on by excessive costs in February. At the moment, the transaction worth is RMB225/kg.
Based on the Silicon Business Department, China’s silicon materials manufacturing capability will attain 2.4 million tons in 2023, double that of final 12 months. With ample provide, costs are more likely to go down.
In an effort to safe provide, wafer firms select to seal long-term orders, with the longest time period reaching 2030. Contemplating this example, establishments predict that silicon materials costs will go down slowly sooner or later.
Wafer costs have began to stabilise since final week. M10 mono wafers (182mm/150μm) are RMB6.22-6.25 per piece, with the typical transaction worth at RMB6.23 per piece, the identical because the previous week. G12 mono wafer (210mm/150μm) costs vary between RMB8-8.2 per piece, with a median transaction worth of RMB8.2.
This week has seen tier-one firms elevate their wafer working charges. This comes after China’s wafer manufacturing elevated to 36.4GW in February, a month-on-month progress of 15.6%. A number of n-type gamers comparable to TCL Zhonguan Yinchuan, Gaojing Yibin and Shuangliang Baotou have step by step improved their working charges.
