Following the trend next since Marchthe selling price of wafers, cells It is modules photovoltaics keep falling in the international market.
This is what InfoLink Consulting says, which published its weekly newsletter for the first time since the week of the day April 24thdue to the Labor Day holiday on May 1st.
According to the consultancy, the 182 mm Type-P wafers were the ones that recorded the biggest falls: around 6.3% in relation to the bulletin on April 24th. The price fell from $0.205 for $0.192 in the period.
In relation to 210 mm Type-P wafers, fall It was also significant: from US$0.262 to US$0.249, which represented a reduction of around 5% in its price.
“Despite the excess demandwhich has led to this reduction, the planning of wafer production remained next what was the month Of aprilaround 66 GW”, highlights Infolink Consulting.
Cells
Another component that suffered a fluctuation in its price were photovoltaic cells. In markets outside of China, 182mm P-type cells were reduced in price by 8.3%, from US$0.048 to US$0.044/W.
At the same time, N-type cells fluctuated 11.7%, from US$0.06 to US$0.053. “Production plans for the month of May are 68 GW, with Type-N technology dominating with an increase in market share from 68% to 72%”, highlights the bulletin.
Modules
The report also indicates that the prices of PERC technology photovoltaic modules have fallen by around 4.3% since April 24, going from being sold at US$0.115 to being sold at US$0.11/W on the international market.
For next week, the consultancy estimates that the price of the technology will fall by around 3%. “The TOPCon modules varied a lot from region to region. In Australia, Europe, USA, Brazil and the Middle East they ranged from US$ 0.11/W to US$ 0.13/W”, informs the bulletin.
Polysilicon
The price of inputs in China is another that continues to fall. This week, granular polysilicon had an average sales value of around 41 RMB (Yuan), around US$5.67. Meanwhile, its value in pieces is RMB 44, just over US$6.00.
With this update, the selling cost is falling to levels equal to manufacturing costs. As a result, producers are becoming concerned that prices below US$5.54 will disrupt operations.
Some manufacturers are already working with the possibility of stoppages and production cuts. The consultancy indicates that the input inventory should grow in the second and third quarters, increasing sales pressure.
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