Imakethe yamazwe ngamazwe ye-silicon metal iyaqhubeka nokwehla. I-China, ehlanganisa cishe i-70% yokukhiqizwa komhlaba wonke, ikwenze kwaba inqubomgomo kazwelonke yokwandisa ukukhiqizwa kwamapaneli elanga, futhi isidingo se-polysilicon ne-organic silicon yamaphaneli siyakhula, kodwa ukukhiqizwa kudlula isidingo, ngakho ukwehla kwentengo akuvimbeki futhi lapho. asikho isidingo esisha. Abahlanganyeli bemakethe bakholelwa ukuthi ukukhiqiza ngokweqile kuzoqhubeka isikhashana nokuthi amanani angase ahlale ephansi noma angase ehle kancane kancane.
Intengo yokuthekelisa yensimbi ye-silicon yaseShayina, okuwuphawu lwamazwe ngamazwe, okwamanje ilinganiselwa ku-$1,640 ngethani ngalinye ebangeni lama-553, esetshenziswa njengesithako sama-alloys e-aluminium yesibili ne-polysilicon, njll. Yehle cishe ngo-10% ezinyangeni ezintathu cishe u-$1,825 ngoJuni. Ibanga 441, elisetshenziswa ngobuningi be-polysilicon ne-organic silicon, okwamanje lilinganiselwa ku-$1,685, lehle cishe ngo-11% kusukela ngoJuni. Ngokusho kwenkampani yokuhweba ngensimbi engeyona insimbi, i-Tac Trading (Hachioji, Tokyo, Japan), ukukhiqizwa kweChina insimbi ye-siliconngoJanuwari-Agasti 2024 cishe amathani ayizigidi ezi-3.22, okungamathani ayizigidi ezi-4.8 ngonyaka. Usihlalo wale nkampani, u-Takashi Ueshima, uthe, "Ngenxa yokuthi ukukhiqizwa ngo-2023 kwakucishe kube ngamathani ayizigidi ezingu-3.91, lokhu kungase kube ukwanda okukhulu kokukhiqizwa ukuze kwandiswe ukukhiqizwa kwamaphaneli elanga, okubhekwa njengenqubomgomo kazwelonke." Isidingo sika-2024 kulindeleke ukuthi sibe amathani ayizigidi eziyi-1.8 ngonyaka nge-polysilicon yamaphaneli elanga kanye namathani ayizigidi eziyi-1.25 zama-silicon ephilayo. Ngaphezu kwalokho, ukuthunyelwa kwamanye amazwe kulindeleke ukuba kube amathani angama-720,000, futhi isidingo sasekhaya sezithasiselo kuma-alloys e-aluminium yesibili kulindeleke ukuthi sibe amathani angaba ngu-660,000, ngesamba esingaba amathani ayizigidi ezingu-4.43. Ngenxa yalokho, kungenzeka kube nokukhiqizwa ngokweqile kwamathani angaphansi nje kuka-400,000. Kusukela ngoJuni, i-inventory yayingamathani angu-600,000-700,000, kodwa “cishe inyuke yaba amathani angama-700,000-800,000 manje. Ukwenyuka kwempahla yisona sizathu esidala ukuntengantenga kwemakethe, futhi azikho izinto ezizokwenza ukuthi imakethe inyuke maduze nje.” “Ukuze bathole inzuzo emhlabeni ngama-solar panel, okuwumgomo kazwelonke, bazofuna ukugwema ukushoda kwezinto zokusetshenziswa. Bazoqhubeka nokukhiqiza i-polysilicon kanye ne-silicon yensimbi okuyimpahla yayo eluhlaza,” (uSihlalo u-Uejima). Esinye isici ekwehleni kwentengo ukwanda kwezinkampani e-China ezenza amabanga “553″ kanye “no-441,” okuyizinto zokusetshenziswa ze-polysilicon, ngenxa yokwanda kokukhiqizwa kwamaphaneli elanga. Mayelana nokunyakaza kwamanani esikhathi esizayo, uSihlalo u-Uejima uyabikezela, “Phakathi kokukhiqizwa ngokweqile, azikho izici ezizobangela ukwanda, futhi kuzothatha isikhathi ukulinganisa ukutholakala nokufunwa. Imakethe ingase ihlale isicaba noma yehle kancane kancane ngoSepthemba nango-Okthoba. ”