Due to the rising costs of raw materials and increased demand, the airline industry is currently facing a “shortage period,” prompting suppliers to urge customers to secure their deliveries as quickly as possible!
On March 21, 2025, at 19:29, the daily financial report indicated that major suppliers are experiencing heightened demand, with some companies requesting up to 182 battery units. It has been noted that “we are striving to secure large quantities of batteries.”
Recently, the airline industry has observed an unprecedented increase in demand, as mentioned in the daily financial report. Supplies of large-scale components are becoming increasingly scarce, necessitating urgent requests for prompt delivery. Major suppliers have reported that “the demand is now so high that we are struggling to keep up with orders.”
As of April 30 and May 31, two major suppliers have reported significant shortages, indicating that several companies are facing supply constraints. The need for immediate delivery is becoming critical as the market prepares for upcoming shortages.
Specifically, the price of raw materials is under threat of further increases due to ongoing demand pressures and supply chain disruptions. The urgency of securing supplies is paramount, as the current situation is expected to worsen.
As of March 20, the average price for crystalline silicon cells has reached approximately 0.704 to 0.722 USD/W for N-type 182mm cells, with a slight increase of 0.01 USD/W. The prices for N-type 210mm cells have reached 0.719 to 0.737 USD/W, marking an increase of 0.005 USD/W.
The Topcon structured cells are now priced between 0.764 and 0.780 USD/W. As for production volumes, the output ratio has decreased by 35% in March due to increased demand.
In March, many suppliers expressed concerns regarding the current supply situation, indicating that they are preparing for potential shortages ahead of time.
According to recent reports, the supply chain for batteries is being strained, resulting in significant price fluctuations and increased demand. This has led to fears that the industry may face further disruptions if suppliers cannot meet the rising demand.
Overall, while the market continues to adjust to new policies and demand levels, the urgency for securing supplies remains a top priority for airlines.
As prices fluctuate and demand increases, many companies are scrambling to ensure they have enough resources to meet their operational needs.
In conclusion, the airline industry is currently navigating a complex landscape of rising costs and supply shortages. The situation demands proactive measures from all stakeholders to ensure a stable supply chain moving forward.
