Although the supply of monocrystalline silicon wafers is affected by many unfavorable factors such as earthquakes and power outages, the overall production of silicon wafers in September still has the opportunity to increase month-on-month, and the increase in supply will gradually accelerate in the second half of the year. However, from the perspective of the supply of specific specifications and sizes, the supply of 210mm size is limited, and the current supply is limited, while the supply increment of 182mm size is gradually increasing, and the supply and demand relationship of the two sizes is temporarily in an opposite situation.
In recent market transactions, the price of non-genuine grade 182mm silicon wafers still maintained a downward trend, but the price of genuine grade silicon wafers remained stable for the time being. It is expected that the price of genuine film will remain temporarily, and the price differentiation trend may intensify in October.
Zhonghuan, one of the leading silicon wafer companies, raised the price of silicon wafers on September 8. The mainstream price of P-type 210mm-150μm specifications rose to 10.06 yuan/piece, and the price announcement of 155μm thickness silicon wafers was cancelled, all displayed in 150μm thickness. Up to now, it has been observed that the high price of 210mm size has indeed risen, close to the price level announced by the central government, but whether the average price level can rise steadily, the market still needs a little time to react.
