Kev ua lag luam thoob ntiaj teb rau cov hlau silicon txuas ntxiv poob qis. Tuam Tshoj, uas suav txog li 70% ntawm kev tsim khoom thoob ntiaj teb, tau ua rau nws yog txoj cai hauv tebchaws los nce kev tsim khoom ntawm cov vaj huam sib luag hnub ci, thiab kev thov rau polysilicon thiab organic silicon rau cov vaj huam sib luag tab tom loj hlob, tab sis kev tsim khoom ntau dua li qhov xav tau, yog li qhov kev poob qis ntawm tus nqi tsis tuaj yeem nres thiab tsis muaj kev thov tshiab. Cov neeg koom nrog kev ua lag luam ntseeg tias kev tsim khoom ntau dhau yuav txuas ntxiv mus ib ntus thiab tias tus nqi yuav nyob ruaj khov lossis tej zaum yuav poob qis maj mam.
Tus nqi xa tawm ntawm cov hlau silicon Suav teb, uas yog tus qauv thoob ntiaj teb, tam sim no yog nyob ib ncig ntawm $ 1,640 ib tuj rau qib 553, uas yog siv ua cov khoom ntxiv rau cov hlau txhuas theem nrab thiab polysilicon, thiab lwm yam. Nws tau poob qis li ntawm 10% hauv peb lub hlis los ntawm ib ncig ntawm $ 1,825 thaum Lub Rau Hli. Qib 441, siv ntau rau polysilicon thiab organic silicon, tam sim no yog nyob ib ncig ntawm $ 1,685, poob qis li ntawm 11% los ntawm Lub Rau Hli. Raws li lub tuam txhab lag luam hlau tsis yog ferrous Tac Trading (Hachioji, Tokyo, Nyiv), Tuam Tshoj txoj kev tsim khoom ntawm hlau siliconthaum Lub Ib Hlis-Lub Yim Hli 2024 yog li ntawm 3.22 lab tons, uas yog li ntawm 4.8 lab tons ntawm txhua xyoo. Tus thawj coj ntawm lub tuam txhab, Takashi Ueshima, tau hais tias, "Muab qhov kev tsim khoom hauv xyoo 2023 yog li ntawm 3.91 lab tons, qhov no yuav yog qhov nce ntxiv ntawm kev tsim khoom kom nthuav dav kev tsim khoom ntawm cov vaj huam sib luag hnub ci, uas yog suav hais tias yog txoj cai hauv tebchaws." Kev thov rau xyoo 2024 yuav yog 1.8 lab tons ib xyoos rau polysilicon rau cov vaj huam sib luag hnub ci thiab 1.25 lab tons rau cov organic silicon. Tsis tas li ntawd, kev xa khoom yuav yog 720,000 tons, thiab kev thov hauv tebchaws rau cov khoom ntxiv rau cov hlau txhuas theem nrab yuav yog li ntawm 660,000 tons, rau tag nrho kwv yees li 4.43 lab tons. Yog li ntawd, yuav muaj kev tsim khoom ntau dhau ntawm tsawg dua 400,000 tons. Txij li thaum Lub Rau Hli, cov khoom muag yog 600,000-700,000 tons, tab sis "nws tej zaum tau nce mus txog 700,000-800,000 tons tam sim no. Kev nce ntawm cov khoom muag yog qhov laj thawj tseem ceeb rau kev ua lag luam qeeb, thiab tsis muaj yam uas yuav ua rau kev ua lag luam nce sai sai." "Txhawm rau kom tau txais txiaj ntsig hauv ntiaj teb nrog cov vaj huam sib luag hnub ci, uas yog txoj cai hauv tebchaws, lawv yuav xav kom tsis txhob muaj kev tsis txaus ntawm cov khoom siv raw. Lawv yuav txuas ntxiv tsim cov polysilicon thiab cov hlau silicon uas yog nws cov khoom siv raw," (Tus Thawj Coj Uejima). Lwm yam tseem ceeb hauv kev poob nqi yog qhov nce ntawm cov tuam txhab hauv Suav teb uas tsim cov qib "553" thiab "441," uas yog cov khoom siv raw rau polysilicon, vim yog kev nthuav dav ntawm kev tsim cov vaj huam sib luag hnub ci. Hais txog kev txav mus los ntawm tus nqi yav tom ntej, Tus Thawj Coj Uejima kwv yees tias, "Ntawm kev tsim khoom ntau dhau, tsis muaj yam uas yuav ua rau muaj kev nce, thiab nws yuav siv sijhawm los sib npaug ntawm kev muab khoom thiab kev thov. Kev ua lag luam yuav nyob twj ywm lossis maj mam poob qis hauv lub Cuaj Hli thiab Lub Kaum Hli."





