Taiwan's PV companies will raise silicon prices after the Spring Festival

Taipei's 3 quarters of the price of solar wafers fell in the third quarter of 2011, and the declining effect of solar wafers at the end of the year, some of the recent silicon wafer mills told customers to increase prices after the Lunar New Year, expecting 6-inch multi-crystalline silicon wafers to stand at $1.2 each. According to the wafer factory, it is mainly for the purpose of striving for reasonable prices. It is difficult to maintain a reasonable price and the operation of the industry is still difficult. However, it is still necessary to wait and see the atmosphere of the photovoltaic market. At present, visibility of PV orders is good, but price sensitivity is also high. It is necessary to further coordinate with customers.

6-inch polysilicon tablets 1.1 ~ 1.2 US dollars has been stable for more than a month, the recent photovoltaic market part of the first-line polysilicon film plant has begun to inform customers, will be after the Spring Festival lunar new year prices, the expectations of more than $ 1.2 per station The water level has increased by about 2% to 3%. However, due to the high price sensitivity of the client, those who intend to increase the price are still actively negotiating with the customer.

The first-line wafer factory pointed out that in December 2011, some product prices were adjusted upward. Among them, fine-tuning of high-efficiency products with conversion efficiency of more than 17% was relatively smooth. Although it is expected that after the Spring Festival, it can be effectively scaled up, it must still Depends on the photovoltaic market conditions, in addition, polysilicon prices are difficult to kill, its price trend after the Spring Festival is also an important key to affect the price of silicon.

Xu Jing Guo Yanting, general manager, said that in the photovoltaic market, there is indeed news of this type of information that has been heard from the industry, the current price of solar polysilicon film has been held, estimated at the end of January, early February the rate of upward adjustment of the probability of a large number of estimates The same industry will follow up for a reasonable price level, but it is still necessary to wait and see the development of the PV market, especially the US anti-dumping and countervailing anti-dumping investigations against the PV in the mainland.

Photovoltaic industry experts pointed out that since the rapid price cut in the photovoltaic industry chain in 2011, the hard work on the silicon side has been the hardest. Under the pressure of high polysilicon source costs and continued bargaining by silicon wafers, the burden of “two-burning” has fallen. On the silicon side, Lu Mingguang, chairman of Sino-U.S. Silicon, once pointed out that polycrystalline silicon chips have a deficit of less than US$1.5 per piece, and that they need more than US$1.60 to make a profit. Light labor and materials cost US$1.2 per tablet. This price level is the same for the wafer factory as it does and does not.

From May 2011, solar wafers began to feel that the demand was not as good as expected, and the oversupply situation caused the price of silicon wafers to be killed all the way. The silicon factory that offered a price drop of nearly 50% per year faced a pressure to sell one tablet at a loss. However, the strategy of reducing production, stopping production, clearing inventory, and refusing to take high-priced materials all the way has enabled the wafer factory to stabilize prices in December and start brewing in 2012. However, is this wave of price increase adjusted? At present, most wafer factories still have not fully grasped and can only negotiate more closely with customers.