Within the new weekly replace for pv journalOPIS, a Dow Jones firm, supplies a fast overview of the primary value developments within the world PV trade.
This week, Mono M10 wafers trended flat after final week’s value improve, reporting $0.351 per piece (computer). A number of sources confirmed this week that the worth of Mono M10 wafers has grown to the extent reported by OPIS final week, which is roughly CNY2.85 ($0.40)/computer.
One of many elements contributing to the worth improve is the decline in wafer stockpiles, with some stock being transferred to cell producer vegetation. Cell makers have elevated wafer purchases prior to now few weeks when wafer costs have been low. Lower than 1 billion items of wafers are presently stockpiled in wafer amenities, equal to 3 to 5 days’ value of manufacturing and thought of low stock ranges, in accordance with a supply from a big wafer manufacturing facility.
As well as, producers try to recuperate income now by elevating costs at first of the second half of the yr, and to enhance the monetary report of this era, defined a supply.
However, the costs of Mono G12 wafers noticed a week-on-week fall of 5.75% to $0.475/computer, marking their lowest level of the yr, in accordance with OPIS evaluation.
In accordance with a supply from the wafer phase, the worth discount of Mono G12 wafers seems to be a pricing technique reasonably than a value adjustment in response to market provide and demand. The worth of G12 wafers per W must be corresponding to or decrease than the worth of M10 wafers per Watt if producers are to advertise the fee benefit of G12 wafers and develop G12’s market share.
Whereas polysilicon costs are low, wafer producers are accelerating their materials purchases and rising working charges, with the typical working fee of wafer companies rising by 80-100%, many stated. origins.
In accordance with a supply, whole wafer output is anticipated to succeed in 52 GW in July primarily based on a mean working fee of 85%, representing a month-on-month progress of practically 15%. One other supply stated that since a minimum of two main wafer producers will launch new capability within the second half of this yr, the basics of the wafer market will stay dominated by oversupply within the close to future.
OPIS, a Dow Jones firm, supplies power costs, information, knowledge, and evaluation on gasoline, diesel, jet gasoline, LPG/NGL, coal, metals, and chemical compounds, in addition to renewable fuels and environmental commodities. . It acquired pricing knowledge property from the Singapore Photo voltaic Alternate in 2022 and now publishes the OPIS APAC Photo voltaic 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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