InfoLink Consulting Co., Ltd.

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SPOT PRICE

Prices surge in upstream whilst module prices stabilize for the time being

January 19, 2022

The Lunar New Year looms. Upstream sectors experienced upheavals; polysilicon prices ceased dropping and markedly rebounded. 

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Polysilicon (kg)

Item High Low Average price Change(%) Change($) Price prediction for next week
Polysilicon Price - Prime for Mono (RMB) 243 221 234 +1.7 +4.000
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Wafer (pc)

Item High Low Average price Change(%) Change($) Price prediction for next week
Multi Wafer - Diamond Wire (USD) 0.309 0.290 0.293 +2.4 +0.007
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Multi Wafer - Diamond Wire (RMB) 2.120 1.980 2.000 +2.6 +0.050
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Mono Wafer - 166mm / 165µm (RMB) 5.200 5.100 5.150 +4.0 +0.200
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Mono Wafer - 182mm / 165µm (USD) 0.858 0.850 0.857 +5.2 +0.042
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Mono Wafer - 182mm / 165µm (RMB) 6.160 6.100 6.150 +5.1 +0.300
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Mono Wafer - 210mm / 160µm (USD) 1.129 1.129 1.129 +5.2 +0.056
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Mono Wafer - 210mm / 160µm (RMB) 8.100 8.100 8.100 +5.2 +0.400
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  • USD prices for 166mm wafers are not listed from December onward, as 166mm are ousted from mainstream faster amid changing production and demand, whilst supply and demand in overseas markets concentrate.
  • Prices for multi-Si wafer prices will be based on the 157mm format with 175μm thickness; condition will change in accordance with the market situation.
  • Prices for 210mm mono-Si wafers will be based on 160μm thickness from January 2022 onwards.
  • Prices for 158.75mm mono-Si wafers will be removed starting January 2022.

Cell (W)

Item High Low Average price Change(%) Change($) Price prediction for next week
Multi Cell - DW - 18.7% (USD) 0.112 0.107 0.108 +0.9 +0.001
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Multi Cell - DW - 18.7% (RMB) 0.804 0.761 0.772 +1.4 +0.011
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Mono PERC Cell - 166mm / 22.8%+ (USD) 0.188 0.148 0.151 +3.4 +0.005
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Mono PERC Cell - 166mm / 22.8%+ (RMB) 1.090 1.050 1.080 +2.9 +0.030
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Mono PERC Cell - 182mm / 22.8%+ (USD) 0.190 0.153 0.153 +2.0 +0.003
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Mono PERC Cell - 182mm / 22.8%+ (RMB) 1.110 1.080 1.100 +1.9 +0.020
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Mono PERC Cell - 210mm / 22.8%+ (USD) 0.156 0.153 0.153 +5.5 +0.008
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Mono PERC Cell - 210mm / 22.8%+ (RMB) 1.100 1.060 1.060 +2.4 +0.025
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  • The high point of cells represent the cell prices in Southeast Asia.
  • Given rising cell efficiency, from December onward, prices for 158.75mm cells will be presented with 22.6%+ of cell efficiency, and 22.8%+ for 166mm, 182mm, and 210mm cells.
  • Prices for 158.75mm mono-Si cells will be removed starting January 2022.

Module (W)

Item High Low Average price Change(%) Change($) Price prediction for next week
365-375 / 440-450W Mono-facial Mono PERC Module (USD) 0.400 0.245 0.270 -- --
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365-375 / 440-450W Mono-facial Mono PERC Module (RMB) 1.910 1.820 1.850 -- --
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182mm Mono-facial Mono PERC Module (USD) 0.280 0.250 0.275 -- --
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182mm Mono-facial Mono PERC Module (RMB) 1.920 1.830 1.880 -- --
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210mm Mono-facial Mono PERC Module (USD) 0.280 0.250 0.275 -- --
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210mm Mono-facial Mono PERC Module (RMB) 1.900 1.830 1.880 -- --
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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.
  • Module power output will be revised, as the market sees efficiency rise. Power outputs of 166mm, 182mm, and 210mm modules sit at 365-375/440-450 W, 535-545 W, and 540-550 W, respectively.
  • In response to price movements, spot prices for 365-375 / 440-450W modules overseas are cancelled from January 2022.
  • Starting January 2022, the average module prices in China mainly reflect the delivery prices of the week. The main statistics are based on the prices of centralized and Tier-1 manufacturers’ prices of auction projects. High prices will be dominated by distributed generation projects, while low prices will reflect the prices of Tier-2 manufacturers.

Region module (W)

Item High Low Average price Change(%) Change($) Price prediction for next week
275-280 / 330-335W Multi Module-India (USD) 0.250 0.230 0.230 -- --
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365-375 / 440-450W Mono PERC-India(USD) 0.285 0.255 0.270 -- --
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365-375 / 440-450W Mono PERC-US(USD) 0.400 0.310 0.325 -- --
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365-375 / 440-450W Mono PERC-EU(USD) 0.285 0.250 0.270 -1.8 -0.005
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365-375 / 440-450W Mono PERC-Australia(USD) 0.285 0.250 0.270 -1.8 -0.005
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  • Indian prices in FOB terms without tax. 
  • 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 were presented with FOB price quotes (with tax and ocean freight rates excluded).

Bom (m²)

Item High Low Average price Change(%) Change($) Price prediction for next week
3.2mm Coating PV Glass(RMB) 25.0 24.0 25.0 -- --
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2.0mm Coating PV Glass(RMB) 19.2 19.2 19.2 -- --
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  • *>3%
  • *0~3%
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Research method and disclaimer

Cell prices set to rise as upstream prices rally

January 12, 2022

Given marginal, earthquake-inducing wafer price hikes and increased demand from the cell sector, prices for M6, M10, and G12 cells are poised to rise, expectedly by RMB 0.01-0.02/W. Still, prices showed no changes by far.

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Wafer prices rebound whilst cell demand picks up

January 5, 2022

Wafer prices fluctuated this week, as bolstered by downstream demand, temporarily concentrated demand for wafers, and faster inventory depletion across the supply chain. 

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Polysilicon price decline slowed; module utilization rates recovered

December 29, 2021

As the year draws to a close, InfoLink wishes you a happy new year and long may our mutual support continue.

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Market awaits end user demand amid continual upstream price negotiation

December 22, 2021

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End users sitting on the fence amid price declines and stagnant demand

December 15, 2021

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