Some solar energy companies originally expected that silicon wafers should not be out of stock again in 2011. They are still hesitant to sign supply contracts for 2011. However, the shortage situation in 2011 has continued, resulting in the difficulty of signing supply contracts in the near future. As a result, the mainland silicon wafer fabs have even more bluntly stated that they have not dared to sign orders since February, because capacity expansion has failed to catch up with the speed of order inflows. If signing a contract fails to ship, it will cause trouble and highlight the current situation. Silicon wafer out of stock severity.
The solar energy industry pointed out that from the second half of the 2010 announcement of the Taiwan-based solar cell plant, some companies actively signed contracts for the supply of silicon wafers, mainly due to the fact that some battery manufacturers have already realized that the speed of silicon wafer expansion will be far behind. The battery plant will be short of materials in 2010 and 2011. The battery plant will not be short of materials to ensure expansion, and will add additional material to the contract. However, there are still some battery factories that are conservatively looking at 2011, and newcomers are entering late. , The supply contract on hand is still insufficient.
However, since February, the solar industry has reported that it is difficult to sign silicon wafer contracts for 2011. In particular, as battery plant orders gradually recover, they have encountered difficulties in finding materials. This has led to battery factories in early February. It is foreseen that the silicon fab will increase prices in March. The mainland silicon wafer fab said that the situation of out-of-stock continued, not only due to price increases, many orders have indeed been afraid to pick up, especially contract orders, because the rate of production capacity expansion can not keep pace with the influx of these orders, can not guarantee delivery on schedule, Once the contract is signed, you must take responsibility for the terms of the contract, but it is easy to add trouble.
At present, orders for solar silicon wafers from Taiwan have exceeded the current production capacity by about 2 to 30%, highlighting that orders for new contracts with customers, and the elasticity of supply immediately, are becoming lower and lower, and to ensure that they are not affected by out-of-stock, including Both Green Energy and Sino-US silicon wafers upgrade OEM orders.
In addition, although silicon wafers are still fully loaded during the first two months of the low-end boom period, they are also priced downwards in line with the battery plant's price cuts. However, the reductions are far less than expected. This has led to a possible loss of some battery factories in January. However, the price rebounded in February, and it is expected that prices will rise in March. Mainland battery makers believe that some of the mainland's silicon wafer fabs are expecting prices to rise, and are therefore reluctant to sell, which is one of the reasons for price increases.
The solar energy industry pointed out that from the second half of the 2010 announcement of the Taiwan-based solar cell plant, some companies actively signed contracts for the supply of silicon wafers, mainly due to the fact that some battery manufacturers have already realized that the speed of silicon wafer expansion will be far behind. The battery plant will be short of materials in 2010 and 2011. The battery plant will not be short of materials to ensure expansion, and will add additional material to the contract. However, there are still some battery factories that are conservatively looking at 2011, and newcomers are entering late. , The supply contract on hand is still insufficient.
However, since February, the solar industry has reported that it is difficult to sign silicon wafer contracts for 2011. In particular, as battery plant orders gradually recover, they have encountered difficulties in finding materials. This has led to battery factories in early February. It is foreseen that the silicon fab will increase prices in March. The mainland silicon wafer fab said that the situation of out-of-stock continued, not only due to price increases, many orders have indeed been afraid to pick up, especially contract orders, because the rate of production capacity expansion can not keep pace with the influx of these orders, can not guarantee delivery on schedule, Once the contract is signed, you must take responsibility for the terms of the contract, but it is easy to add trouble.
At present, orders for solar silicon wafers from Taiwan have exceeded the current production capacity by about 2 to 30%, highlighting that orders for new contracts with customers, and the elasticity of supply immediately, are becoming lower and lower, and to ensure that they are not affected by out-of-stock, including Both Green Energy and Sino-US silicon wafers upgrade OEM orders.
In addition, although silicon wafers are still fully loaded during the first two months of the low-end boom period, they are also priced downwards in line with the battery plant's price cuts. However, the reductions are far less than expected. This has led to a possible loss of some battery factories in January. However, the price rebounded in February, and it is expected that prices will rise in March. Mainland battery makers believe that some of the mainland's silicon wafer fabs are expecting prices to rise, and are therefore reluctant to sell, which is one of the reasons for price increases.
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