Silicon wafer prices are expected to be weak in the near future, and it is anticipated that silicon wafer production will decrease next month.
The price of 18X silicon wafers in the market is 0.98-1.00 yuan/piece, the price of 210RN silicon wafers is 1.05-1.13 yuan/piece, and the price of 210N silicon wafers is 1.25-1.33 yuan/piece. At present, the price of silicon wafers is temporarily stable, but there is still downward space in the short term. The production of silicon wafers increased by 16.35% in March, exceeding expectations at the beginning of the month. Recently, integrated enterprises have shown signs of reducing production, and it is expected that silicon wafer production will be reduced next month. The market's subcontracting order volume has increased, with a more concentrated trend. The inventory of silicon wafer companies has begun to decrease. After the production schedule for March is determined, demand for silicon wafers is stronger than supply, leading to a shift towards de-inventory in the silicon wafer sector.
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