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SPOT PRICE

Polysilicon prices to settle in mid-to-late December amid escalated negotiations

December 8, 2021

Polysilicon price movement receives increasingly high attention, with the industry waiting for prices to settle. As a new round of negotiations for new orders unveiled, the market saw persistent disputes over the pace and degree of polysilicon price decre

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Polysilicon (kg)

Item High Low Average price Change(%) Change($) Price prediction for next week
Polysilicon Price - Prime for Mono (RMB) 258 235 258 -4.1 -11.000
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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 (pc)

Item High Low Average price Change(%) Change($) Price prediction for next week
Multi Wafer - Diamond Wire (USD) 0.282 0.262 0.272 -16.4 -0.053
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Multi Wafer - Diamond Wire (RMB) 2.020 1.880 1.950 -13.3 -0.300
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Mono Wafer - 158.75mm / 165µm (RMB) 5.120 4.800 5.100 -0.4 -0.020
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Mono Wafer - 166mm / 165µm (RMB) 5.150 4.850 5.000 -4.8 -0.250
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Mono Wafer - 182mm / 165µm (USD) 0.864 0.787 0.822 -4.1 -0.035
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Mono Wafer - 182mm / 165µm (RMB) 6.200 5.650 5.850 -5.6 -0.350
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Mono Wafer - 210mm / 170µm (USD) 1.192 1.171 1.192 -4,7 -0.058
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Mono Wafer - 210mm / 170µm (RMB) 8.550 8.400 8.550 -6.0 -0.550
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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 the mono-Si wafers - 158.75mm (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.
  • From December onward, prices for 158.75mm, 166mm, and 182mm mono-Si wafers will be presented with a thickness of 165um. Prices for 210mm mono-Si wafers are still presented with a thickness of 170um and subject change in accordance with future supply variations.
  • USD prices for 166mm wafers will not be listed from December onward, as 166mm are ousted from mainstream faster amid changing production and demand, whilst supply and demand in overseas markets concentrate.

Cell (W)

Item High Low Average price Change(%) Change($) Price prediction for next week
Multi Cell - DW - 18.7% (USD) 0.109 0.104 0.107 -1.8 -0.002
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Multi Cell - DW - 18.7% (RMB) 0.783 0.750 0.761 -2.8 -0.022
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Mono PERC Cell - 158.75mm / 22.6%+ (USD) 0.210 0.153 0.158 -1.9 -0.003
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Mono PERC Cell - 158.75mm / 22.6%+ (RMB) 1.150 1.080 1.120 -1.8 -0.020
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Mono PERC Cell - 166mm / 22.8%+ (USD) 0.195 0.143 0.147 -2.0 -0.003
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Mono PERC Cell - 166mm / 22.8%+ (RMB) 1.060 1.010 1.050 -0.9 -0.010
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Mono PERC Cell - 182mm / 22.8%+ (USD) 0.195 0.154 0.155 -1.9 -0.003
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Mono PERC Cell - 182mm / 22.8%+ (RMB) 1.120 1.080 1.100 -1.8 -0.020
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Mono PERC Cell - 210mm / 22.8%+ (USD) 0.157 0.151 0.153 -1.3 -0.002
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Mono PERC Cell - 210mm / 22.8%+ (RMB) 1.130 1.090 1.100 -1.8 -0.020
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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.

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 0.275 -- --
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365-375 / 440-450W Mono-facial Mono PERC Module (RMB) 2.050 1.850 1.920 -1.0 -0.020
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365-375 / 440-450W Mono-facial Mono PERC Module Spot Price (USD) 0.290 0.260 0.280 -- --
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182mm Mono-facial Mono PERC Module (USD) 0.285 0.250 0.280 -- --
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182mm Mono-facial Mono PERC Module (RMB) 2.100 1.900 1.950 -1.5 -0.030
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210mm Mono-facial Mono PERC Module (USD) 0.285 0.260 0.280 -- --
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210mm Mono-facial Mono PERC Module (RMB) 2.100 1.900 1.950 -1.5 -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.
  • 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.
  • From December onward, 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.

Region module (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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365-375 / 440-450W Mono PERC-India(USD) 0.290 0.255 0.275 -- --
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365-375 / 440-450W Mono PERC-US(USD) 0.400 0.310 0.325 1.6 0.005
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365-375 / 440-450W Mono PERC-EU(USD) 0.295 0.255 0.280 -- --
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365-375 / 440-450W Mono PERC-Australia(USD) 0.295 0.255 0.280 -- --
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  • 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 (m²)

Item High Low Average price Change(%) Change($) Price prediction for next week
3.2mm Coating PV Glass(RMB) 27.0 26.0 26.0 -- --
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2.0mm Coating PV Glass(RMB) 21.0 20.0 20.0 -- --
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Research method and disclaimer

Industry more heeded to polysilicon prices

December 1, 2021

The industry has been watching even more closely at the polysilicon sector. However, buyers and sellers only fulfilled orders previously signed this week. Price negotiations for new round of orders have yet to be initiated, as the two parties remained in

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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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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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