InfoLink Consulting Co., Ltd.

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SPOT PRICE

Prices fall slowly across the supply chain

November 24, 2021

This week, polysilicon buyers and sellers were mostly delivering previous orders amid intensified market sensitivity, with a new round of price negotiations yet to begin.

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Polysilicon (Unit: kg)

Item High Low Average price Change(%) Change($) Price prediction for next week
Polysilicon Price - Prime for Mono (RMB) 270 251 269 -- --
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  • Given there are very few buyers and sellers polysilicon and G1 mono-Si wafers in the US price term and the market share dwindles, PV InfoLink removed mono-grade polysilicon (USD) from the first week of September.

Wafer (Unit: pc)

Item High Low Average price Change(%) Change($) Price prediction for next week
Multi Wafer - Diamond Wire (USD) 0.375 0.320 0.355 -- --
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Multi Wafer - Diamond Wire (RMB) 2.480 2.400 2.400 -0.8 -0.020
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Mono Wafer - 158.75mm / 170µm (RMB) 5.670 5.340 5.670 -- --
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Mono Wafer - 166mm / 170µm (USD) 0.795 0.740 0.790 -- --
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Mono Wafer - 166mm / 170µm (RMB) 5.750 5.350 5.710 -0.7 -0.040
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Mono Wafer - 182mm / 170µm (USD) 0.899 0.864 0.885 -5.9 -0.055
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Mono Wafer - 182mm / 170µm (RMB) 6.500 6.250 6.400 -6.8 -0.470
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Mono Wafer - 210mm / 170µm (USD) 1.258 1.210 1.250 -- --
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Mono Wafer - 210mm / 170µm (RMB) 9.100 8.750 9.100 -- --
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  • Quotes for mono-Si wafers are based on low-resistance ones. Prices for 182mm wafers will be based on 170µm from the end of August.
  • Given there are very few buyers and sellers polysilicon and G1 mono-Si wafers in the US price term and the market share dwindles, PV InfoLink removed the mono-Si wafers - 158.75mm / 170µm (USD) from the first week of September.
  • Due to changes to multi-Si wafer market structure, PV InfoLink provide adjusted prices for Chinese and overseas multi-Si wafers:The high price refers to those doped with high-efficiency multi-Si wafers (Customized wafers with a certain range of lifetime and resistivity).The average and low prices refer to mid-efficiency wafers.
  • Given there are very few buyers and sellers polysilicon and G1 mono-Si wafers in the US price term and the market share dwindles, PV InfoLink removed mono-Si wafers - 158.75mm / 170µm (USD) from the first week of September.

Cell (Unit: W)

Item High Low Average price Change(%) Change($) Price prediction for next week
Multi Cell - DW - 18.7% (USD) 0.115 0.109 0.113 -1.7 -0.002
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Multi Cell - DW - 18.7% (RMB) 0.815 0.783 0.804 -2.7 -0.022
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Mono PERC Cell - 158.75mm / 22.4%+ (USD) 0.213 0.160 0.162 -1.8 -0.003
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Mono PERC Cell - 158.75mm / 22.4%+ (RMB) 1.180 1.100 1.160 -1.7 -0.020
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Mono PERC Cell - 166mm / 22.5%+ (USD) 0.195 0.150 0.153 -- --
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Mono PERC Cell - 166mm / 22.5%+ (RMB) 1.100 1.050 1.080 -1.8 -0.020
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Mono PERC Cell - 182mm / 22.5%+ (USD) 0.195 0.158 0.161 -- --
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Mono PERC Cell - 182mm / 22.5%+ (RMB) 1.150 1.130 1.150 -0.9 -0.010
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Mono PERC Cell - 210mm / 22.5%+ (USD) 0.161 0.148 0.155 -- --
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Mono PERC Cell - 210mm / 22.5%+ (RMB) 1.160 1.070 1.120 -- --
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  • The high point of cells represent the cell prices in Southeast Asia.
  • M6/M10/G12 cell efficiencies are adjusted to 22.5%+ in response to the increased mainstream efficiency on the market.

Module (Unit: W)

Item High Low Average price Change(%) Change($) Price prediction for next week
360-370 / 435-445W Mono-facial Mono PERC Module (USD) 0.360 0.245 0.275 -- --
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360-370 / 435-445W Mono-facial Mono PERC Module (RMB) 2.060 1.930 2.010 -1.0 -0.020
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360-370 / 435-445W Mono-facial Mono PERC Module Spot Price (USD) 0.290 0.265 0.280 -- --
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182mm Mono-facial Mono PERC Module (USD) 0.290 0.250 0.280 -- --
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182mm Mono-facial Mono PERC Module (RMB) 2.100 1.950 2.040 -1.4 -0.030
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210mm Mono-facial Mono PERC Module (USD) 0.290 0.270 0.280 -- --
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210mm Mono-facial Mono PERC Module (RMB) 2.100 1.950 2.040 -1.4 -0.030
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  • With previously signed orders and delivery cycle taken into consideration, the original average price column for foreign mono-Si PERC modules will lag amid faster price fluctuations. Owing to the expansion of price difference between spot prices and the prices previous long-term orders were signed at, mono-Si PERC module "spot price ” column is added since this month to differentiate from the previous foreign spot price and long-term order price column. You may refer to the "high price” column for the spot prices of different size variants.
  • In response to increased power output, mono PERC module quotes have been revised up for 330-340(60pcs) / 400-410W(72pcs) and 360-370(60pcs) / 435-445W(72pcs) for G1 and M6 mono PERC modules respectively since the beginning of August.
  • Given there are very few buyers and sellers polysilicon and G1 mono-Si wafers in the US price term and the market share dwindles, PV InfoLink removed multi-Si modules - 275-280 / 330-335W (USD), multi-Si modules - 275-280 / 330-335W (RMB), mono PERC modules- 330-340 / 400-410W (USD) and mono PERC modules- 330-340 / 400-410W (RMB)from the first week of September.

Region Module (Unit: W)

Item High Low Average price Change(%) Change($) Price prediction for next week
275-280 / 330-335W Multi Module-India (USD) 0.260 0.225 0.230 -- --
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360-370 / 435-445W Mono PERC-India(USD) 0.285 0.260 0.280 -- --
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360-370 / 435-445W Mono PERC-US(USD) 0.350 0.310 0.320 -- --
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360-370 / 435-445W Mono PERC-EU(USD) 0.290 0.260 0.280 -- --
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360-370 / 435-445W Mono PERC-Australia(USD) 0.300 0.260 0.280 -- --
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  • PV InfoLink's price quotes for modules in the USA markets are the after-tax prices; the rest of them are FOB prices.
  • In response to increased power output, mono PERC module quotes have been revised up for 330-340(60pcs) / 400-410W(72pcs) and 360-370(60pcs) / 435-445W(72pcs) for G1 and M6 mono PERC modules respectively since the beginning of August.
  • Starting August, Indian prices will be in FOB terms without tax due to the expiry of safeguard duties in July. PV InfoLink adds spot prices for M6 mono-Si modules in India.
  • Price range is wide in Europe as demand for multi-Si modules mostly come from carbon footprint projects. Therefore, PV InfoLink stops offering prices for multi-Si modules in Europe from August.
  • On November 16, the U.S. reduced Section 201 tariff rate to 15% and exempted bifacial modules from the tariff. From this week onward, U.S. prices will be presented with FOB price quotes (with tax and ocean freight rates excluded).

BOM Material (Unit: m²)

Item High Low Average price Change(%) Change($) Price prediction for next week
3.2mm Coating PV Glass(RMB) 30.0 28.0 28.0 -- --
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2.0mm Coating PV Glass(RMB) 22.0 21.5 21.5 -- --
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Research method and disclaimer

Market in wait and see mode for next round of new orders

November 17, 2021

The polysilicon sector has been delivering orders for now but saw few new orders signed. Purchase activities slowed, as the market was more and more in a wait and see mode.

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Module prices poise to drop amid tepid demand, pressuring upstream prices

November 10, 2021

This week, polysilicon prices sustained at RMB 271-273/kg, whilst traders saw even higher price quotes. With November being the signing season for purchase orders, average market prices have already come in at RMB 269/kg.

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Market more in wait-and-see mode as high prices persist in the upstream

November 3, 2021

Polysilicon prices remained high this week, with mainstream average prices rising marginally to RMB 268/kg, closing in towards the high point at RMB 271/kg.

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Supply chain prices stabilized as polysilicon prices approaching their peak

October 27, 2021

Manufacturers are delivering orders previously signed at different progress around the end of the month. Being hit by recent delta outbreak, some regions saw chaotic delivery cycle, owing to logistic disruptions.

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Price increases slow across the supply chain as polysilicon prices approaching their peak

October 20, 2021

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