Cells
China’s policy cracking down on oversupply and cheap, low-quality products, due to come into effect in 2027, sets higher minimum standards and is expected to push module manufacturers to advance their R&D efforts. Some manufacturers are already using their existing crystalline silicon lines to produce perovskite-silicon tandem cells, while others are exploring opportunities in back-contact production. InfoLink’s Hardy He tracks the emerging technological pathways to higher efficiencies and healthier competition.
According to the OPIS Global Solar Markets Report released on Sept. 8, Free-On-Board (FOB) China M10 and 210R wafer prices fell to $0.149/pc and $0.156/pc, respectively, down 1.97% and 2.50% week on week. The wafer price rally seen in mid-August has failed to sustain momentum, with prices returning to a downward trend. Industry sources said …
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