Photovoltaic silicon wafer prices stop falling and stabilize!

On December 28, the Silicon Branch announced the transaction price of this week's silicon wafer market. The average transaction price

of M10 monocrystalline silicon wafers (182 mm/150 μm) was maintained at 1.92 yuan/piece , and the week-on-week ratio was flat; The average transaction price

of N-type monocrystalline silicon wafers (182 mm/130 μm) was maintained at 2.18 yuan/piece , and the week-on-week ratio was flat; The average transaction price

of G12 monocrystalline silicon wafers (210 mm/150 μm) remained at 3.02/piece , and the week-on-week ratio was flat. Prices stabilized

this week, with a slight shortage of N-type silicon wafers.

Silicon Branch said that the output of silicon wafers increased significantly in December, mainly due to the release of new production capacity and the increase of start-up load.

According to statistics, the domestic silicon wafer output in December was 59.73 GW, an increase of 4.92%.

Specifically, specialized silicon wafer enterprises have increased production in an orderly manner throughout the month, and the new production capacity of Baotou Shuangliang and Yibin Gaojing has been released smoothly. In terms of

enterprises, the total output of first-line enterprises and integrated enterprises increased by 2.5G W, accounting for 89.3%; the output of specialized enterprises increased by 0.3G W, accounting for 10.7%. From January to December

2023, the total output of silicon wafers was 592.35 GW , an increase of 80% on a month-on-month basis.

At the same time, on the demand side, the price difference of battery N/P is obvious, the transaction price of P-type M10 single crystal PERC battery is 0.35-0.38 yuan/W, and that of N-type Topcon battery is 0.45-0.48 yuan/W. On the component side, the average transaction price of 182mm single-crystal single-sided PERC components remained below 1 yuan/W, and the price stabilized.

At present, the speed of P-type production line to N-type production line is accelerating, and by the end of 2023, the market share of N-type silicon wafer is more than 50%.