Xin Hua Wang·2025-08-12 05:47Core Insights - The recent decline in silicon material prices is attributed to a significant reduction in demand from downstream silicon wafer manufacturers, with production cuts exceeding 50% [1][3] - The price of N-type silicon material has decreased more sharply than P-type, reflecting a growing price gap between large and small manufacturers [1][3] - The industry is entering a consolidation phase, where less competitive players may be eliminated, leading to a stronger market position for companies with advanced technology and cost management [3] Price Trends - The average transaction price for N-type silicon material is 75,200 CNY/ton, down 19.23% from two weeks ago, while single crystal dense material averages 67,900 CNY/ton, down 15.23% [1] - InfoLink Consulting reports a smaller price drop for dense material, with an average of 74,000 CNY/ton, and a price range for second-tier and new entrants between 61,000 CNY and 68,000 CNY/ton [2] Market Dynamics - The pressure on silicon material companies is increasing due to inventory accumulation and the need to secure orders amid low demand [1] - The silicon wafer market shows a significant price drop, with M10 single crystal wafers averaging 2.39 CNY/piece, N-type at 2.50 CNY/piece, and G12 at 3.35 CNY/piece, reflecting weekly declines of 5.91%, 3.47%, and 3.46% respectively [4] - There is a notable price differentiation between first-tier and second-tier silicon wafer manufacturers, particularly for N-type wafers [4][6] Downstream Impact - The prices for mainstream battery sizes are also declining, with P-type M10 and G12 batteries trading between 0.47-0.5 CNY/W and 0.52-0.53 CNY/W respectively [5] - The component prices are approaching 1.1 CNY/W, primarily fulfilling previous orders, indicating ongoing downward pressure in the photovoltaic supply chain [6] - The overall price decline in the photovoltaic industry suggests an impending reshuffle, highlighting the varying capabilities of companies in market expansion and cost control [6]