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Polysilicon price increase of 250% is "torn by hand" by major customers. Will silicon wafers repeat the mistakes?

Reading Guide:

Chip masters have reported many times

Since 2020, the imbalance between supply and demand in the silicon material market is detonating the manufacturing crisis for polysilicon for new energy and silicon wafers for semiconductors in both organic silicon and inorganic silicon fields.

多晶硅涨价250%遭大客户“手撕”,硅晶圆会重蹈覆辙吗?

Source: Official wechat of China Photovoltaic Industry Association

On June 10, the China Photovoltaic Industry Association issued a document saying that in the past three months, the price increase of polysilicon has reached the highest level at the end of last year

More than 2.5x

, there are problems in the industry

Excessive hoarding of polysilicon and silicon wafer products and driving up prices

Behavior.

At present, some photovoltaic enterprises have

Significantly reduce the operating rate, reduce production or even stop production

, some orders began to break the contract and breach the contract. The industrial development was faced with great integrity risks, which damaged the reputation of the industry. Relevant departments and enterprises were called on to intervene and control.

多晶硅涨价250%遭大客户“手撕”,硅晶圆会重蹈覆辙吗?

Source: announcement of aixu Co., Ltd

On June 9 of the previous day, the world's major solar cell suppliers and "key customers" of silicon materials

Aixu Co., Ltd

According to the released materials, polysilicon prices soared within the month

37.2%

The price of silicon wafer soared

23.5%

, the company has been unable to arrange production.

Even directly named silicon material suppliers Tongwei group and Xinte Co., Ltd., believing that the current mismatch between supply and demand in the industry is only an appearance. In fact, some enterprises deliberately create a shortage of polysilicon and silicon wafers,

Hoarding and driving up prices

Caused by.

even

Big customers in the head are "cooking without rice"

, people can't help but sigh that this magical scene is the same as relying on silicon materials, falling into channel speculation and hoarding

Chip market

How similar!

In fact, these are only an epitome of the chaos of the industrial chain caused by the 17 rounds of continuous rise of domestic photovoltaic silicon materials.

多晶硅涨价250%遭大客户“手撕”,硅晶圆会重蹈覆辙吗?

Figure: domestic silicon price trend

On May 26, the silicon branch of China Nonferrous Metals Industry Association released the latest silicon material price. The data showed that relevant products welcomed the 17th price increase since the end of 2020.

And its twin brother——

Semiconductor silicon wafer

The market situation has long been not optimistic.

多晶硅涨价250%遭大客户“手撕”,硅晶圆会重蹈覆辙吗?

Figure: major semiconductor silicon

wafer

In April, sumco, the world's second-largest silicon wafer manufacturer, said that the silicon wafer market was showing

A long and unprecedented shortage

. Among them, the 8-inch silicon wafer orders have far exceeded the company's current production capacity, and the company and major customers have presented

No inventory status

because

There have been no new plants since 2008

Put into production expansion, and sumco relies on existing equipment

The increase in production is close to the limit.

多晶硅涨价250%遭大客户“手撕”,硅晶圆会重蹈覆辙吗?

Figure: semiconductor silicon wafer

In the same month, Zhonghuan Co., Ltd., an important domestic supplier of semiconductor silicon wafers, said that the production and sales scale of the company's 8-12 inch silicon wafers for integrated circuits continued to grow at a high speed, the performance in the first quarter rose by 80% year-on-year, and the semiconductor silicon wafers as a whole were at a high level

Serious shortage of supply

Status of the.

The chip master learned from an upstream semiconductor equipment manufacturer that despite the threat of the epidemic and equipment shortages in the early stage, the current domestic wafer foundries

The production expansion plan is generally smooth

Under the extremely conservative production increase plan of upstream semiconductor silicon wafers, once the wafer foundry capacity and demand continue to grow, some customers may repeat the same mistakes as the photovoltaic industry's "no rice"