just for information purposes, this is a depiction of a polysilicon ingot being sliced into "wafers" for a PV cell The most common material for the cutting wire itself is made of diamond/high carbon steel As you can imagine, these ultra thin wafers would require many cuts in a single ingot - due to the extra strength of a tungsten wire, the wire can be thinner which results in less WASTE of the poly material itself. With the significant price rises in the poly material itself (63/- yuan to 276/- yuan - 4 fold increase) its no wonder they are looking at a tungsten cutting wire solution to keep the costs down And with the projected number of solar panels to be manufactured and installed to achieve net zero, this has a huge potential for increased tungsten demand
I hope this helps to clarify the significance of this change in process
EQR Price at posting:
4.7¢ Sentiment: Buy Disclosure: Held
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