Xin Lang Cai Jing·2025-08-19 23:52Core Viewpoint - The profitability of the photovoltaic industry chain is under pressure, and the rising global silver prices highlight the importance of silver paste as a key component for cost reduction in photovoltaic cells [1] Industry Summary - The acceleration of the industrialization process for alternative materials such as silver-coated copper paste, electroplated copper, and copper paste is expected to benefit the industry [1] - The leading integrated component manufacturers are anticipated to achieve mass production between the second half of 2025 and the first quarter of 2026, which may drive technological iterations across the industry [1] - The global market for new types of pastes is projected to reach 10.5 billion by 2027, with a compound annual growth rate (CAGR) of 124% from 2025 to 2027 [1] Company Summary - Leading paste manufacturers possess strong technological reserves and are collaborating with top integrated component companies to develop customized solutions, which may enhance their market share [1]