In Pv Magazine's new weekly update, OPIS, a Dow Jones Company, provides a brief overview of key price trends in the global solar industry.
Mono M10 and G12 chip prices could fall 2.33% and 1.44% to $0.293 apiece and $0.410 apiece, respectively, after paring losses to new all-time lows this week, according to OPIS data.
Even if the chip market remains sluggish, the price decline this week was less pronounced than in the previous two weeks. The source said that waffle prices will soon reach their lowest levels ever.
Although the price of polysilicon in China is CNY50 (US$6.86)/kg, the price of M10 wafers produced by major manufacturers is slightly higher than CNY2 per piece, according to a polysilicon trader. The selling price of CNY 2 per piece will only be reached when the price of high-purity quartz crucibles also falls, he added, adding that the lowest selling price for M10 chips could range between CNY 2.1 per piece and CNY 2.2 per piece. part. Computer. Computer. .
The price gap between pillows offered by major manufacturers and others is narrowing. Prices for large and small cut M10 wafers ranged between CNY2.3 and CNY2.4 apiece after the Tier 2 wafer maker took the lead in lowering prices, according to a senior market watcher.
One developer said that due to polysilicon prices, chip manufacturers are no longer profitable. OPIS estimates that Chinese polysilicon prices fell by about 5% this week to reach CNY 65,875 per kilogram. To minimize losses, chipmakers would prefer to cut production further rather than sell their chips at a loss, the source added, suggesting that chipmakers may not be able to afford further price cuts.
The only encouraging news in the chip market is that Chinese polysilicon prices are currently falling more than wafer prices, which may help chip makers recoup some of their losses. The downward trend in chip prices may end as polysilicon prices approach cost, the source added.
OPIS, a Dow Jones company, provides energy prices, news, data and analysis on gasoline, diesel, jet fuel, LPG/LNG, coal, metals and chemicals, as well as renewable fuels and environmental products. In 2022, it obtained price data from the Singapore Solar Exchange and now publishes the weekly OPIS APAC Solar Report.
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