a long time, the manufacturing of silicon wafers in the photovoltaic industry chain has been dominated by TCL Zhonghuan and Longji Green Energy Single Crystal. However, with the expansion of production of Hongyuan Green Energy, Shuangliang Energy Conservation, Gaojing Solar Energy, Beijing Express and Meike Stock, the market has also formed a "two-super multi-strong" competition pattern, and the shipment data of major manufacturers have attracted special attention.
Recently, the list of "TOP5 Silicon Wafer Shipments in the First Half of 2023" produced by Digital New Energy DataBM. Com was released! According to the statistics of Digital New Energy DataBM. Com , based on the external shipment data of silicon wafers in the first half of 2023, the total shipment volume of silicon wafer external shipment manufacturers TOP5 is about 112.28 GW.
Although the market competition in the photovoltaic industry chain intensified in the first half of 2023, in the silicon wafer sector, the leading position of TCL Zhonghuan and Longji Green Energy is still difficult to shake in a short time, and the "two supers" in capacity and shipment data have shown a greater leading edge, while the "contest" between the two is also fierce.
TCL Zhonghuan's leading position is stable
. As a giant of monocrystalline silicon wafers, TCL Zhonghuan has maintained a sustained high growth in silicon wafer production capacity and shipments in recent years. In the first half of 2023, TCL Central achieved about 53 GW of silicon wafer shipments, up 56% year-on-year. In the first quarter and the second quarter of 2023, the company achieved the first market share of silicon wafers, the global export market share of N-type silicon wafers remained the first for many years, and the export market share of silicon wafers ranked the first in the world. As of June 2023, the production capacity of TCL Zhonghuan Crystal has reached 165 GW, and the market share of silicon wafers is the first in the world. With the further improvement of technological capability, the company's crystal production capacity is expected to reach 180GW by the end of 2023.
Longji Green Energy: The proportion of self-use has exceeded that of export
. In the first half of this year, the total shipment volume of Longji Green Energy silicon wafers was 52.05 GW, an increase of 31.37% over the same period last year, of which 22.98 GW was exported. The remaining 29.07GW is for self-use. The proportion of self-use of silicon wafers has increased to 55.85%, and Longji has changed from a professional manufacturer of silicon wafers to an integrated manufacturer.
However, the Digital New Energy DataBM. Com has tracked that by the end of June this year, the design capacity of Longji components has reached 95 GW, and by the end of this year, the capacity of components is expected to reach 130 GW. With the gradual increase of the company's component production capacity, the proportion of self-use of silicon wafers has also increased year by year, and the ranking of Longji's silicon wafer shipments may be lowered .
"Duoqiang" followed closely & nbsp; with fierce
competition, GCL shipped 13.6GW silicon wafers in the first half of the year, an increase of 90.21% over the same period in 2022. As the leader of silicon materials, Xiexin is also steady and steady in the field of silicon wafers, ranking third in the first half of the year. According to the company's semi-annual report, by June 30, 2023, the company's annual production capacity of single crystal pulling is 14 GW, and the annual production capacity of slicing is 55 GW. It is worth mentioning that Xiexin Technology began to undertake chip OEM orders in 2020, and the shipment of OEM silicon wafers reached 12.1GW in the first half of this year. " Hongyuan Green Energy ", renamed
from "Shangji CNC", shipped 13.2G W in the first half of 2023, ranking fourth. In terms of production capacity, the Digital New Energy DataBM. Com has tracked and understood that by the end of this year, the design capacity of Hongyuan Green Energy Crystal Pulling Slice will reach 85GW. With the help of the original monocrystalline silicon business foundation, Hongyuan Green Energy continued to extend its investment in the photovoltaic industry chain, and successively laid out the business of silicon materials, cells and components in Baotou, Xuzhou and Wuxi, forming a vertical integration pattern of the three major industrial bases. With
polysilicon production equipment as its main business , Shuangliang Energy Conservation began to set foot in the silicon wafer sector in 2021, with silicon wafer shipments reaching 9.5G W in the first half of this year, ranking among the top five. The company's silicon wafer production capacity expansion continues to advance, of which Baotou Phase I and Phase II projects have achieved full production, with the maximum production capacity exceeding 50GW. At the same time, the company's Baotou Phase III silicon wafer project is under construction. The company expects to achieve batch production in the second quarter of 2024, and the overall production capacity of the company's pulling end is expected to reach 100GW by the end of 2024.
In addition, in the first half of 2023, the company and Xinlinfei jointly constructed 40 GW chip production capacity, while the 25 GW chip production capacity jointly constructed with Yujing Co., Ltd. has been put into operation for 10-12.5G W. According to the tracking of
digital new energy DataBM. Com, the capacity of domestic silicon wafers to be released in the second half of 2023 will exceed 280 GW. Although the production capacity of TCL Zhonghuan and Longji Green Energy still accounts for the majority, the production capacity of other manufacturers under construction should not be underestimated, and the competition in the second echelon will be more intense.
浙公网安备33010802003254号