18.1 C

Chinese Capacity Report: Silicon production rises sharply while wafer drops

Silicon material

There are 12 polysilicon enterprises remain in production in December 2021, which brought domestic output to a new high. The turnover was bleak for two consecutive weeks, resulting in a small amount of inventory backlog in some silicon material enterprises. In December, the domestic polysilicon output was 48,800 tons (about 19.28 GW), an increase of 15.9% MoM.

Yongxiang, GCL, Xinte Energy, Daqo and East Hope rank among the top five regarding output, with a total of 41,400 tons, accounting for 84.8% and the comprehensive utilization rate was 112.6%, and Solarbe Consulting expects silicon production to rise slightly in January.


In December 2021, the operating rates of the two leading silicon wafer enterprises increased to 50% and 60%, but the terminal demand was lower than expected. The domestic silicon wafer output in this period was 17.85 GW, down 8.6% MoM.

Longi Solar, Jinko Solar, Zhonghuan Semiconductor, Shangji Automation and JA Solar rank among the top five regarding to wafer output, with a total of 12.35 GW, accounting for 69.19%, which is expected to pick up slightly in January and the comprehensive utilization rate was 67.81%.


The output of cell enterprises in last December was basically the same as that of the previous month, with a total of 17.83 GW, an increase of 0.22% MoM. Tongwei Solar, JA Solar, Trina Solar, Aiko Solar and Jinko Solar rank among the top five, with a total of 9.57 GW, accounting for 53.67%, and the comprehensive utilization rate was 78.37%, such rate of vertically integrated enterprises was 70.6%, and that of mainstream cell enterprises was 81.36%.


The terminal demand increased slightly during this period, as well as the module output, with a total of 16 GW, up 2.23% MoM.

Jinko Solar, Longi Solar, Trina Solar, JA Solar and Canadian Solar rank among the top five regarding module output during the period, with a total of 8.72 GW, accounting for 54.5%, and the comprehensive operating rate was 58.41%. The centralized procurement bidding of domestic enterprises in 2022 has been started one after another, which may lead a slight rise in the demand and price of modules.


You Might Also Like


Please enter your comment!
Please enter your name here

Module Shipment Ranking

Industry Prices

Join Our Newsletter


Follow Solarbe Global on Google News