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The final production schedule for silicon wafers fell by about 19% in December. Production hit a new low during the year, and supply was drastically reduced. A number of integrated enterprises and specialized companies had differences in production scheduling plans in January, and the overall production schedule for January was slightly raised. Silicon wafer companies' inventories are shifting to storage, and supply is slightly tight after production cuts have been drastically reduced. Battery factories have begun to stock up and replenish stocks. Currently, the total inventory of silicon wafers is close to a reasonable level. Towards the end of the year, weak demand for cells was fulfilled, compounded by the cost pressure of rising raw material prices, which further expanded the scope of production cuts. It is expected that the operating rate in January will drop again. Last week, the entire upstream inventory of photovoltaic cells went out of storage. Some specialized manufacturers completed production cuts ahead of schedule, reduced supply, and at the same time, some inventory was transferred to overseas warehouses to accelerate digestion.

智通財經·12/30/2025 07:25:03
語音播報
The final production schedule for silicon wafers fell by about 19% in December. Production hit a new low during the year, and supply was drastically reduced. A number of integrated enterprises and specialized companies had differences in production scheduling plans in January, and the overall production schedule for January was slightly raised. Silicon wafer companies' inventories are shifting to storage, and supply is slightly tight after production cuts have been drastically reduced. Battery factories have begun to stock up and replenish stocks. Currently, the total inventory of silicon wafers is close to a reasonable level. Towards the end of the year, weak demand for cells was fulfilled, compounded by the cost pressure of rising raw material prices, which further expanded the scope of production cuts. It is expected that the operating rate in January will drop again. Last week, the entire upstream inventory of photovoltaic cells went out of storage. Some specialized manufacturers completed production cuts ahead of schedule, reduced supply, and at the same time, some inventory was transferred to overseas warehouses to accelerate digestion.