Hnub ci hlwb, M10 silicon wafers sawv 2.5%
Hnub ci vaj huam sib luag tau dhau los ua neeg nyiam ua qhov huv, rov ua dua tshiab. Ntawm cov khoom tseem ceeb ntawm lub hnub ci vaj huam sib luag, lub hnub ci cell yog qhov tseem ceeb tshaj plaws, vim nws yog lub luag haujlwm rau hloov lub hnub ci rau hauv hluav taws xob. Ib qho ntawm cov khoom siv hnub ci hnub ci tshaj plaws yog silicon, suav txog 90% ntawm lub hnub ci kev lag luam.
Tsis ntev los no, tus nqi ntawm M10 silicon wafers siv los tsim lub hnub ci hlwb tau nce 2.5%. Qhov kev loj hlob no yog vim muaj kev xav tau ntau ntxiv rau cov hnub ci vaj huam sib luag thiab cov khoom siv tsawg ntawm silicon wafers. Silicon wafer ntau lawm cia siab tias yuav ncav cuag 60GW hauv Lub Ob Hlis, uas tseem tsis txaus los ua kom tau raws li qhov xav tau loj hlob ntawm kev lag luam hnub ci.
Thaum Lub Ob Hlis 22, Silicon Industry Ceg tau tshaj tawm cov nqi tshiab monocrystalline silicon wafer. Cov nqi tau ruaj khov thiab siab dua me ntsis lub lim tiam no. Tus nqi nruab nrab ntawm M10 monocrystalline silicon wafers (182 mm / 150μm) tau nce mus rau US$0.285/piece, ib lub lis piam nce ntawm 2.5% ; tus nqi nruab nrab ntawm N-hom monocrystalline silicon wafers (182mm / 130μm) tseem nyob ruaj khov ntawm US $ 0.281 / thooj, nrog rau lub lis piam nce ntawm 2.5%. Tus nqi nruab nrab ntawm kev hloov pauv ntawm G12 monocrystalline silicon wafers (210 mm / 150 μm) tseem nyob ntawm US $ 0.402 / thooj, uas tsis hloov pauv ntawm lub lim tiam dhau los.
Lub lim tiam no, kev khiav hauj lwm tus nqi ntawm ob lub tuam txhab thawj theem tau nce mus rau 80% thiab 95% feem. Kev khiav hauj lwm ntawm cov tuam txhab kev koom ua ke tau nce 75%-100% raws, thiab cov nqi khiav hauj lwm ntawm lwm cov lag luam nce 65%-100% raws li.
Txawm hais tias tus nqi nce, kev lag luam hnub ci tseem muaj kev cia siab txog yav tom ntej ntawm cov hnub ci vaj huam sib luag. Kev thov rau hnub ci vaj huam sib luag yuav tsum tau nce ntxiv vim kev paub txog qhov tseem ceeb ntawm lub zog tauj dua tshiab thiab poob nqi ntawm kev teeb tsa lub hnub ci vaj huam sib luag.
Lub Tuam Txhab Kev Lag Luam Silicon tau tshaj tawm cov khoom siv silicon tshiab kawg. Tus nqi pauv ntawm n-hom silicon cov ntaub ntawv lub lim tiam no yog US $ 9,743.9-10,147 / ton, nrog tus nqi nruab nrab ntawm US $ 9,994.1 / ton, uas yog tib yam li lub hli dhau los; tus nqi pauv ntawm ib qho khoom siv lead ua ntom ntom yog US $ 8, 062-8, 896 / tuj, nrog tus nqi nruab nrab ntawm US $ 8,242.7 / ton. , tseem tsis hloov lub hli-rau-hli; tus nqi pauv ntawm n-hom granular silicon yog US $ 8, 340-8, 757 / ton, nrog tus nqi nruab nrab ntawm US $ 8,479 / ton, uas tsis hloov pauv lub hli-rau-hli.
Thaum Lub Ob Hlis, kev tsim hluav taws xob hnub ci yuav tsum ncav cuag 45GW, qhov nce ntau ntxiv los ntawm lub hli dhau los. Tsis tas li ntawd, nyob rau lub Peb Hlis, kev lag luam hnub ci vaj huam sib luag yuav tsum muaj kev hloov pauv loj, nrog rau kev thov rau lub hnub ci vaj huam sib luag yuav tsum nce ntxiv.