TrendForce: It is projected that the production output of the 210 series silicon wafers will account for nearly 60% by 2025.

TrendForce predicts that by 2025, the output of 210 series silicon wafers will account for nearly 60%, and will continue to grow in the coming years, while products of 182 and smaller sizes will fade out of the market. Nine out of the TOP10 component manufacturers have already established plans for the layout of 210/210R size components. The 210 technology has become a leading force in industry transformation, leading the photovoltaic industry towards a new phase of development, reshaping the industry landscape and future direction. By 2025, the output of 210 series silicon wafers will account for nearly 60%, marking the beginning of a new competitive landscape in the industry. Large-size silicon wafers have become the mainstream in the market, with the market share of 210 and 210R size silicon wafers continuously rising, driving the photovoltaic industry towards high power and low cost direction. In the second half of 2024, with the release of the production capacity of 210/210R TOPCon cells by top manufacturers such as Trina Solar Co., Ltd., Jinko Solar, and JA Solar Technology, the market share of 210 and 210R silicon wafer sizes rapidly increased. Additionally, specialized companies accelerated their upgrade from 182L to 210R or 210, reshaping the competitive landscape of the silicon wafer market. TrendForce estimates that with the large scale release of 210R N cells in Q2 of 2025 and the upgrade from 182L size, the penetration rate of 210 and 210R size products will continue to rise, reaching a combined market share of 58.4%, while the 182 camp, lacking power advantages, will decline significantly from 60.3% in 2024 to 41.7% in 2025. In the coming years, the market share of 210 and 210R silicon wafer production capacity will continue to increase, and is expected to exceed 90% by 2029, reaching 91.2%, while the market share of 182 size products will be lower than 10%, gradually phasing out of the market. The 210 series of silicon wafer production capacity is expected to exceed 85%, with the industry shipping nearly 380GW of 210 components. Currently, the mainstream companies are focusing on the layout of 210 and N-type technologies, with large-size production capacity exceeding 95% and the space for components sized 166 and below being squeezed. TrendForce predicts that by 2025, the production capacity of large-size components will reach 1351GW, with a market share of approximately 98%, of which 210 and 210R size components will account for 85.7%. Lead by N-type battery cells, the 210 series is paving the way for a new era of high efficiency in the photovoltaic industry. On the pathway to improving component efficiency, rectangular silicon wafers have become a breakthrough for companies. In 2022, Trina Solar Co., Ltd. was the first to release related products, initiating the "rectangular wave" in components. In July 2023, Trina Solar Co., Ltd. collaborated with 8 leading component companies to establish the 2382mm*1134mm rectangular silicon wafer size standard, leading 210R components towards standardization. In 2024, at the SNEC exhibition fair, the 210R model was widely welcomed by the industry with nine of the TOP10 component giants entering the race for market entry.At the exhibition, 37 mainstream photovoltaic companies, represented by Trina Solar Co., Ltd., showcased 2382mm*1134mm medium-sized standard size modules. Among them, 30 companies featured 210R size modules, with nine out of the top 10 module companies clearly specifying a rectangular layout for their 210R size modules. With the layout of rectangular silicon wafers, the power of mainstream manufacturers' medium-sized modules all exceeded 600W.TrendForce analyst stated that the emergence of rectangular silicon wafer modules indicates that the industry's long-standing dispute over the optimal photovoltaic size in the mid-size sector for nearly four years is coming to an end. Although there are still some niche rectangular silicon wafer sizes, the 182 and 210 are the two major camps that have reached a relatively common consensus on the use of 210R rectangular silicon wafers. Leading companies are quickly expanding their production and are expected to release their capacity in the second quarter of 2024. Market share of rectangular modules led by 210R is expected to significantly increase by 2025. Looking ahead, continuous iteration and upgrade of the 210 technology are expected to help the photovoltaic industry move towards a higher development stage. The deep integration of 210 technology with N-type technology will give rise to more competitive products and solutions, injecting new vitality into the industry.