Next year's photovoltaic industry chain prices may plummet

2020-10-09 13:45:27

In the photovoltaic industry in 2020, if you choose a keyword, in addition to "price increase", another word has to be mentioned, that is, "expansion".

Economic principles tell us that if pork rises, more people will raise pigs, and pork prices will plummet in half a year. The reality is also happening in the field of photovoltaic modules. This year, the price of the photovoltaic industry chain has risen, and major photovoltaic module companies have suffered from the low loss of the industrial chain layout and have begun vertical layout, which means that there will be a large number of silicon materials, silicon wafers and solar cells. , Next year's photovoltaic industry chain prices may see a significant decline.

The most uncomfortable component supplier for price increases

In addition to installers and investors, the most severely injured PV module prices are module manufacturers, especially those with low vertical integration. This round of price increases was initiated from upstream raw materials. The rise in silicon materials led to the rise of silicon wafers, and the rise of silicon wafers led to the rise of solar cells. As a result, photovoltaic modules rose.

The price of silicon materials rises, and the upstream links such as silicon wafers and solar cells change hands to transfer the cost increase to the downstream, while component companies are facing the dilemma of upstream price increases and downstream owners not paying.

However, enterprises that do well in vertical integration can share the cost increase in several links, and the pressure is relatively less. Many people say frankly that component companies with "bad vertical integration" are the most bullied!