Wafer Manufacturers Re-Consider Contract Trading due to Supply Shortage and Increased Price
As indicated by EnergyTrend’s investigation, wafer supply shortage started to appear in the end of October and the issue is not likely to be solved in the short run. Based on EnergyTrend’s investigation, smaller manufacturers with better technology skills have mostly achieved full-production and price may continue to increase. Moreover, certain manufacturers reduce the use of OEM and switch to produce their own brands and in turn make better profit. For example, Chinese manufacturers, such as Phoenix Solar and Dahai, have come to Taiwan to promote their own brands. Certain cell manufacturers even arranged products to go through validation process.