Overview: In the first half of 2024, domestic silicon wafer exports amounted to 23.5GW, up 20.7% year-on-year, domestic cell exports amounted to 28.98GW, up 38% year-on-year; domestic module exports amounted to 130.04GW, up 25.2% year-on-year.The export volume of crystalline silicon photovoltaic products (including silicon wafers, cells and modules) totaled 183.52GW, up 27.7% year-on-year. growth of 27.7%.
Silicon wafers: January-June 2024 domestic wafer exports of 23.5GW, up 20.7%, of which monocrystalline silicon wafer exports of 22.38GW, an increase of 23.6%; polycrystalline silicon wafer exports of 1.12GW, a decrease of 18.25%.
The total amount of silicon wafer exports increased for the following reasons, one is the wattage of the silicon wafer has increased, 2024 with the technological transformation and upgrading, P-type silicon wafer to N-type silicon wafer transfer, making the wattage of the wafer wafer increased accordingly, the average wattage increased from 7.5W/wafer to 8.25W/wafer or so, so that in the case of the same number of wafers out of the wafer exported to the total amount of the wafer has increased accordingly; second is the size of the silicon wafer more Suitable for containerized freight, with the increasing size of the wafer, the mainstream size from the original 182mm * 182mm adjusted to the current rectangular wafer 182mm * 183.75mm/182mm * 210mm, and rectangular wafer is more suitable for containerized freight, the increase in the capacity of a single box also makes the total amount of exports has increased considerably; Third, the international trade situation is to improve, with countries Vigorously promote the goal of energy transition, China's silicon wafer exports to four countries in Southeast Asia increased significantly, according to customs data statistics, in the first half of 2024 China exported to Malaysia, South Korea, Vietnam, Thailand, four countries of the total amount of silicon wafer 16.11GW, an increase of 11.41% last year. but with the U.S. market to tighten the tariff policy, the amount of silicon wafers exported to Southeast Asia will be to a certain degree to the Middle East.
U.S. local time on May 16, should the U.S. Solar Manufacturing Trade Commission on April 24 submitted an application, the U.S. Department of Commerce announced imports from Cambodia, Malaysia, Thailand and Vietnam's crystalline silicon photovoltaic cells (whether or not assembled into a module) to launch anti-dumping and countervailing investigations. Affected by the news, LONGi Green Energy and other head enterprises have shut down maintenance of Vietnam plant, so that June exports to Vietnam's monocrystalline silicon wafers sharply reduced to 0.36GW, a decrease of 64.4%, resulting in the phenomenon is mainly due to the Vietnam region's overall capacity utilization rate is reduced to inhibit the demand for silicon wafers export volume has decreased dramatically.
Battery Module: 2024 first half of the domestic cell exports 28.98GW, an increase of 38%; first half of the domestic module exports 130.04GW, an increase of 25.2%. the first half of this year, China's photovoltaic products (silicon wafers, batteries, modules) exports totaled 18.67 billion U.S. dollars, a year-on-year decline of about 35.4%, the overall show The overall trend of "price drop and volume increase".
In the first half of the year, Europe is still the largest component export market, but the market share has dropped significantly. Pakistan jumped to become the second largest component export market in the first half of the year, accounting for 8.9%. Saudi Arabia's market grew significantly, accounting for 6.3%, in the top ten component export market, ranking fifth. Overall, component exports to the Asian market share has also increased, Europe, the Asian market together accounted for the component export share of more than 80%.
Special notice: Goodhao is reproduced from other websites for the purpose of transmitting more information rather than for profit, and at the same time does not mean to endorse its views or confirm its description, the content is for reference only. Copyright belongs to the original author, if there is infringement, please contact us to delete.
Chinese 
English