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Taiwan PV material inventory enough to last till end of May amid China lockdown concerns

Nuying Huang, Taipei; Adam Hwang, DIGITIMES 0

Credit: DIGITIMES

Taiwan's PV sector, which relies heavily on materials imports from China, have indicated their materials inventory can last till at least end of May, despite impacts of lockdowns in China on supplies.

TAiwan's PV firms, including United Renewable Energy (URE), TSEC and Motech Industries, said inventory of solar wafers and materials for making PV modules, such as glass and aluminum frames, is sufficient to support production until the end of May at least.

TSEC said that it has 2-month inventory for solar wafers and 3- to 4-month inventory module materials.

Over 90% of solar wafers and materials are imported from China, and there are concerns that the lockdowns in China are likely to result in shortages for Taiwan-based makers.

China-based makers of polysilicon, the material used to produce solar-grade crystalline silicon wafers, have hiked quotes for 11 consecutive weeks since the beginning of 2022, industry sources said, citing China-based media reports.

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