Solar silicon wafer out of stock serious spot market price fears to rise again

The problem of shortage of solar silicon wafers continued to prolong hot burning. Last week, SolarPower reported that the mainland silicon fab had won the pursuit and claimed that the price of each silicon wafer will reach US$4.3, which is comparable to the current US$4. About 7% increase again, solar energy industry believes that the main key to the success of mainland Chinese companies is the gradual expansion of downstream solar cell plant production capacity, silicon wafer supply more prominent.

The issue of shortage of solar silicon wafers continues to prolong the burning. In the United States held at the solar show exhibition last week, the industry pointed out that the mainland silicon fabs, which have always been quoted by Chaosheng High-Source, have raised their strength and shouted that each silicon wafer will be viewed. 4.3 ~ 4.5 US dollars, which means that the spot market price of silicon wafers fear will rise again, urging the client now do not start buying silicon wafers, I am afraid that the future will regret it.

China's silicon wafer fabs continue to call for high-silicon wafers. In August, they called out 6-inch polycrystalline solar silicon wafers, each of which will cost US$4. This price has recently been implemented. The Taiwan-based solar wafer fab Green Energy is At the legal briefing held last week, it was confirmed that the market price for solar silicon wafers was approximately US$3.8 per channel and the mainland access market was US$4.

The solar energy industry said that due to the shortage of supplies of consumables and equipment due to the expansion of silicon wafers and the production capacity of major international equipment manufacturers under major large-scale single packages in mainland China, silicon wafer fabs in other regions are expanding both in terms of output and output. Faced with bottlenecks, the issue of out-of-stock solar silicon wafers is expected to continue into 2011.

The analysis of solar energy industry is still the most significant trend in the downstream solar cell industry in 2010. The recent expansion of new production capacity has opened up, making the issue of silicon wafers more prominent. The battery factory feels that the trend is increasing. Obviously, the use of long-term contracts in addition to payment of prepayments in the near future has actively carried out the “Material Warfare Campaign.” This has caused mainland China's silicon wafer fabs, who have always been brave enough to challenge high prices, to declare once again that they will further increase their prices.

Solar cell manufacturers said that Mainland companies are "without fear" that silicon wafers will be escalated. In addition to the current problem of the shortage of silicon wafers, the ruling party will regulate solar polysilicon from November 1st. The "only admittance is not permitted" source strengthens the control strategy, and the spread will also further affect the supply of silicon wafers, causing the problem of shortage of materials to follow.

Nonetheless, there are still many silicon wafer and battery manufacturers who believe that this short-term speculation will come to an end, mainly because the progress of the European installation system will inevitably be affected by the climate. Nowadays, it is already a late-shift train with high subsidies. Subsequent demand will It will follow the climatic factors and the decline in demand will also react from the bottom up to the entire industry supply chain.

However, Green Energy said at the recent law conference that the annual demand for solar photovoltaic industry has a high percentage of growth. The industry has not followed the traditional season-to-season model for many years, and does not worry about the subsequent fluctuations in the economy?

At present, Taiwan-based silicon wafer fabs are mainly based on Sino-U.S. silicon crystals, green energy, Danone, and Asahi Crystal, while mainland companies are using LDK, GCL, and Sun Energy.