Battery silicon wafer price news

Is the price of silicon wafers going down?

However, as there are a limited number of suppliers of silicon wafers, especially at the larger 12-inch size, the increased cost in materials has had an impact on the cost of the final semiconductors. Reports out of Taiwan are suggesting that the price of 12-, 8- and 6-inch wafers are all starting to see a decline in price.

How much does a silicon wafer cost?

The effect of dopants on the price of a silicon wafer is quite small, compared with other factors. An undoped four-inch wafer with a thickness of about 500 µm has a unit cost of $29 for bulk purchases. The same wafer costs about $32 when doped with boron. A wafer that’s doped with phosphorus actually costs less, with a unit cost of $27.

What is the capacity of silicon wafers in 2023?

According to SMM statistics, domestic installed capacity was 390GW and silicon wafer output was 580GW in 2023, with year-on-year increases of 68.8% and 76.8% respectively. Both were below the 91% increase of polysilicon. Among them, the silicon wafer production of 580GW translated to about 1.34 million mt of polysilicon consumption.

How did polysilicon supply & output compare in 2023?

Compared with the substantial growth in polysilicon supply, terminal installed capacity and its direct downstream silicon wafers also increased less. According to SMM statistics, domestic installed capacity was 390GW and silicon wafer output was 580GW in 2023, with year-on-year increases of 68.8% and 76.8% respectively.

What happened to polysilicon prices in 2023?

The price has experienced many rounds of rises and falls. As of December 29, 2023, dense polysilicon prices fell to 59 yuan/kg, a decrease of 130 yuan/kg or 68.78% from 189 yuan/kg on December 30, 2022. Polysilicon price trends In early January 2023, domestic polysilicon prices continued the "collapse" trend at the end of 2022.

Why is China's polysilicon production increasing compared to 2022?

According to SMM data, as of December 31, 2023, China's polysilicon production totaled 1.5041 million mt, an increase of 687,100 tons compared with 2022, or 84.1%. SMM believes that it is mainly due to the substantial increase in new production capacity.