The price of silicon material has exceeded 200RMB/kg, cannot stop at all!

According to the latest silicon material transaction price of the Silicon Industry Branch, the domestic silicon material price continues to rise and cannot stop at all!

Among them, the domestic single crystal compound feed price range is 200-205 RMB/kg, and the average transaction price is 202.7 RMB/kg, officially breaking the 200 RMB/kg mark!

Data shows that at the beginning of the year, the average domestic transaction price of single crystal double-investment materials was 87.6 RMB/kg, which is already high compared to 2020. Mainly due to the overhaul and natural disasters suffered by some silicon companies last year, and the production capacity has declined.

However, under the guidance of the large-scale rush for installation at the end of the year and the goal of carbon neutrality, downstream companies have expanded their production capacity to meet market demand, but have neglected the silicon material production capacity.

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On the one hand, the price of silicon material has not been high in the past few years, and the life of the company is also tight. Except for Tongwei, other companies have almost no plans for large-scale expansion; on the other hand, the construction period of silicon material production capacity is longer. Even if it expands production synchronously with downstream companies, the start-up date will lag a lot. Together, it exacerbated the shortage of silicon materials.

On the whole, this year’s silicon material price increase is actually another interpretation of the price increase of photovoltaic glass in 2020. However, compared with photovoltaic glass, the price increase of silicon materials this time is more serious in terms of scope and depth.

At present, TBEA, Dongfang Hope and other companies are actively expanding production. The latter’s expansion project has an annual production capacity of even as high as 250,000 tons. After it is put into production, it will definitely alleviate the predicament of this silicon material price increase. However, as mentioned above, the construction cycle of silicon material production capacity is longer, and if the price of silicon material is to return to the era of double digits per kilogram, I am afraid that it will have to wait until 2022 at the earliest.

Posted by Carrie Wong | WSL Solar

WSL Solar has been a quality and professional manufacturer of custom solar panel and solar solution provider in China since 2006.

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The Price of Silicon Material is not Panic, or Other Solar Cell Opportunities

Since last year, the industry thought that silicon materials would increase in price, and finally began to “grab the show” in the near future. Data show that the price of polysilicon materials has soared recently, and the density of single crystal materials has risen by more than 10%.

This has overwhelmed the most closely related silicon wafer companies. Even though the wafers are processed into thin slices, they still cannot amortize costs and can only take the road of rising prices.

OFweek Veken believes that the price increase of silicon materials will eventually be transmitted to the modules, which will affect the annual photovoltaic installations in the short term. However, in the long run, it will certainly promote the development of other low-silicon, even non-silicon solar cells.

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At present, more attention is paid to thin-film solar cells and perovskite solar cells.

Among them, the thin-film battery is to prepare a layer of thin film into a solar battery, which uses very little silicon, making it easier to reduce costs. Although it sounds forward-looking, it is not far from our lives.

The more familiar American company First Solar is a photovoltaic company with profound knowledge in the field of thin-film cells. Its module shipments in 2020 have also entered the top ten, and it is also the photovoltaic company that is most hopeful of making a breakthrough in the field of thin-film cells.

Perovskite solar cells belong to the third generation of solar cells, and their advantages are high conversion efficiency upper limit and extremely low cost. However, the disadvantage is also very obvious, that is, the stability is poor. Although many scientific research teams have announced that they have developed perovskite solar cells with a conversion efficiency of more than 20%, they rarely mention key stability issues. Hope that as technology advances, a breakthrough will be made as soon as possible.

In the long run, photovoltaics still have a very broad room for growth in the future. Therefore, companies and scientific research teams need to make breakthroughs in different technical routes to achieve greater progress. The rise in the price of silicon materials this time is also an opportunity for the development of other solar cell technology routes.

Posted by Carrie Wong | WSL Solar

WSL Solar has been a quality and professional manufacturer of custom solar panel and solar solution provider in China since 2006.

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