en.Wedoany.com Reported - China's exports of cadmium telluride (CdTe) have continued to grow over the past three months. Customs data show that export volumes reached 48 million tons in February, increased to 64 million tons in March, and further rose to 80 million tons in April.
Market participants indicate that the export growth is linked to the sustained rise in domestic tellurium prices. China maintains a monopoly in this sector. Cross-industry linkages are driving steady demand growth, and with the summer season approaching, the thermoelectric cooling module market enters its peak period, leading to increased demand for tellurium from end users.
This year, major overseas end users such as First Solar have continued to expand their cadmium telluride thin-film module production capacity, providing strong long-term support for global tellurium raw material demand. Additionally, the construction of artificial intelligence data centers may trigger growth in demand for thermoelectric cooling modules. As AI chip energy consumption continues to rise, bismuth telluride-based cooling modules have become a key solution for electronic thermal management, inevitably leading to a structural increase in tellurium demand.
Meanwhile, China's export controls show no signs of easing. Although CdTe exports are on an upward trend, the possibility of a further significant increase in material supply is relatively low.
Experts believe that demand for CdTe in photovoltaic cells continues to accelerate, and the supply-demand balance for tellurium may remain tight, with prices expected to stay high or even rise further. Risk factors to watch include: improved recovery rates of tellurium as a byproduct of copper mining, and progress in the development of alternative tellurium processing capacity outside China.
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