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Inqubomgomo kazwelonke yaseShayina "yokwandisa ukukhiqizwa kwamaphaneli elanga," kodwa ukukhiqizwa ngokweqile kuyaqhubeka... Amanani ensimbi ye-silicon yamazwe ngamazwe ayancipha.

Imakethe yamazwe ngamazwe yensimbi ye-silicon iyaqhubeka nokwehla. I-China, ekhiqiza cishe u-70% womkhiqizo womhlaba wonke, yenze kwaba yinqubomgomo kazwelonke ukwandisa ukukhiqizwa kwamaphaneli elanga, futhi isidingo se-polysilicon kanye ne-organic silicon yamaphaneli siyakhula, kodwa ukukhiqizwa kudlula isidingo, ngakho ukwehla kwentengo akunakunqandeka futhi akukho sidingo esisha. Abahlanganyeli bemakethe bakholelwa ukuthi ukukhiqizwa ngokweqile kuzoqhubeka isikhashana nokuthi amanani angase ahlale eqondile noma angase ehle kancane kancane.

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Intengo yokuthumela ngaphandle yensimbi ye-silicon yaseShayina, okuyisilinganiso samazwe ngamazwe, okwamanje icishe ibe ngu-$1,640 ngethani ngalinye lebanga 553, elisetshenziswa njengesithasiselo se-aluminium alloys yesibili kanye ne-polysilicon, njll. Lehle cishe ngo-10% ezinyangeni ezintathu lisuka cishe ku-$1,825 ngoJuni. Ibanga 441, elisetshenziswa ngobuningi obukhulu be-polysilicon kanye ne-organic silicon, okwamanje licishe libe ngu-$1,685, lihle cishe ngo-11% kusukela ngoJuni. Ngokusho kwenkampani yokuhweba ngensimbi engenansimbi i-Tac Trading (Hachioji, Tokyo, Japan), ukukhiqizwa kwe-China kwe- insimbi ye-siliconNgoJanuwari-Agasti 2024 cishe kungamathani ayizigidi ezingu-3.22, okungamathani ayizigidi ezingu-4.8 ngonyaka. Usihlalo wenkampani, uTakashi Ueshima, uthe, “Njengoba ukukhiqizwa ngo-2023 kwakungamathani ayizigidi ezingu-3.91, lokhu kungenzeka kube ukwanda okukhulu ekukhiqizweni ukuze kwandiswe ukukhiqizwa kwamaphaneli elanga, okubhekwa njengenqubomgomo kazwelonke.” Isidingo sika-2024 kulindeleke ukuthi sibe ngamathani ayizigidi ezingu-1.8 ngonyaka we-polysilicon yamaphaneli elanga kanye namathani ayizigidi ezingu-1.25 e-silicon ephilayo. Ngaphezu kwalokho, ukuthunyelwa kwamanye amazwe kulindeleke ukuthi kube ngamathani angu-720,000, kanti isidingo sasekhaya sezithasiselo kuma-alloy e-aluminium yesibili kulindeleke ukuthi sibe ngamathani angaba ngu-660,000, okuyisamba esingamathani ayizigidi ezingu-4.43. Ngenxa yalokho, cishe kuzoba nokukhiqizwa ngokweqile okungaphansi kwamathani angu-400,000. Kusukela ngoJuni, impahla yayingamathani angu-600,000-700,000, kodwa “kungenzeka ukuthi ikhuphuke yaya kumathani angu-700,000-800,000 manje. Ukwanda kwempahla kuyimbangela eyinhloko yemakethe ecothayo, futhi azikho izici ezizokwenza imakethe ikhuphuke maduze.” “Ukuze bathole inzuzo emhlabeni ngamaphaneli elanga, okuyinqubomgomo kazwelonke, bazofuna ukugwema ukushoda kwezinto zokusetshenziswa. Bazoqhubeka nokukhiqiza i-polysilicon kanye ne-silicon yensimbi okuyizinto zayo zokusetshenziswa,” (uSihlalo u-Uejima). Esinye isici sokwehla kwentengo ukwanda kwezinkampani eShayina ezikhiqiza amazinga “553″ kanye no-“441,” okuyizinto zokusetshenziswa ze-polysilicon, ngenxa yokwanda kokukhiqizwa kwamaphaneli elanga. Ngokuphathelene nokunyakaza kwentengo yesikhathi esizayo, uSihlalo u-Uejima ubikezela, “Phakathi kokukhiqizwa ngokweqile, azikho izici ezizobangela ukwanda, futhi kuzothatha isikhathi ukulinganisela ukunikezwa kanye nesidingo. Imakethe ingase ihlale imile noma yehle kancane kancane ngoSepthemba nango-Okthoba.”