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Silicon wafer industry consolidation is about to begin
- Mar 12, 2018 -

2017 the first half of the silicon wafer supply. Major mainstream manufacturers have announced plans to expand production, some of which have reached production this year. 2018, single crystal capacity will be released centrally. The industry is expected to be at the end of 2018, single crystal total capacity will exceed 60GW. Single crystal capacity digestion face test. Longi shares Dong Liu Xiaodong earlier said to the media, the current wafer capacity is greater than demand, capacity utilization in 70%-80%. Some of the backward capacity will be eliminated, the new capacity will replace the old capacity. Monocrystalline silicon market share in the past two years has been growing, accounting for a 20% increase to 2017 36% of the level. Single crystal technology has some advantages, so there is still room for growth of single crystal capacity.

"The decline in the price of silicon, photovoltaic enterprises will further reduce the increase in efficiency, promote the photovoltaic price parity in the internet era of early arrival." According to a person close to longi shares, "Longi is a leading company in the global PV industry, and his initiative to reduce prices will cause a drastic reaction in the PV industry." "The new wave of wafer price reduction will be inevitable, and the backward production capacity of some polysilicon chips will be eliminated, and the integration of the PV industry is about to begin," the source said.

Longi shares the downward price on the PV industry has far-reaching impact. Industry data shows that the price of monocrystalline silicon wafer is 4.55/piece, the price of polycrystalline silicon wafer is 4 yuan/piece. In the packaging, monocrystalline silicon wafer packaging price is lower than the price of polycrystalline silicon, industry insiders said, "monocrystalline silicon chip cost-effective already higher than polysilicon." "Reporter learned that the 2018 Longi share price reduction, to the GCL, Yingli, such as the representative of the Polysilicon camp also followed the price reduction.