InfoLink Consulting Co., Ltd.

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SPOT PRICE

Rate of polysilicon price decline narrows, whilst wafer and cell price hikes simmering

August 4, 2021

Wafer manufacturers other than the two leading ones set to raise prices, in anticipation of increasing end user demand at the end of the month and relatively low supply that will cause structural shortages of M6 and M10 wafers.

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Polysilicon (Unit: kg)

Item High Low Average price Change(%) Change($) Price prediction for next week
Polysilicon Price - Prime for Mono (USD) 28.1 25.7 26.3 -- --
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Polysilicon Price - Prime for Mono (RMB) 206 195 202 -0.5 -1.000
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Wafer (Unit: pc)

Item High Low Average price Change(%) Change($) Price prediction for next week
Multi Wafer - Diamond Wire (USD) 0.280 0.245 0.250 -- --
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Multi Wafer - Diamond Wire (RMB) 1.850 1.680 1.800 2.9 0.050
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Mono Wafer - 158.75mm / 170µm (USD) 0.656 0.640 0.648 -- --
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Mono Wafer - 158.75mm / 170µm (RMB) 4.790 4.620 4.620 -- --
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Mono Wafer - 166mm / 170µm (USD) 0.670 0.623 0.635 -- --
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Mono Wafer - 166mm / 170µm (RMB) 4.890 4.540 4.540 -- --
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Mono Wafer - 182mm / 175µm (USD) 0.811 0.811 0.811 -- --
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Mono Wafer - 182mm / 175µm (RMB) 5.930 5.700 5.800 -- --
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Mono Wafer - 210mm / 175µm (USD) 1.064 1.044 1.050 -- --
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Mono Wafer - 210mm / 175µm (RMB) 7.610 7.610 7.610 -- --
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Quotes for mono-Si wafers are based on low-resistance ones.
158.75mm and 166mm mono-Si wafer spot prices are quoted on 170um; 182mm and 210mm mono-Si wafer spot prices are quoted on 175um. The prices for thinner wafers are calculated with formula.
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.

Cell (Unit: W)

Item High Low Average price Change(%) Change($) Price prediction for next week
Multi Cell - DW - 18.7% (USD) 0.098 0.095 0.097 2.1 0.002
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Multi Cell - DW - 18.7% (RMB) 0.717 0.696 0.707 1.6 0.011
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Mono PERC Cell - 158.75mm / 22.4%+ (USD) 0.170 0.145 0.146 -- --
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Mono PERC Cell - 158.75mm / 22.4%+ (RMB) 1.080 1.060 1.070 -- --
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Mono PERC Cell - 166mm / 22.5%+ (USD) 0.180 0.131 0.134 -0.4 -0.001
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Mono PERC Cell - 166mm / 22.5%+ (RMB) 0.980 0.960 0.970 -- --
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Mono PERC Cell - 182mm / 22.5%+ (USD) 0.180 0.135 0.136 -0.7 -0.001
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Mono PERC Cell - 182mm / 22.5%+ (RMB) 1.020 0.960 0.990 -- --
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Mono PERC Cell - 210mm / 22.5%+ (USD) 0.142 0.136 0.136 -0.7 -0.001
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Mono PERC Cell - 210mm / 22.5%+ (RMB) 1.015 0.950 0.990 -- --
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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
275-280 / 330-335W Multi Module (USD) 0.270 0.210 0.213 -- --
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275-280 / 330-335W Multi Module (RMB) 1.550 1.480 1.550 -- --
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330-340 / 400-410W Mono-facial Mono PERC Module (USD) 0.345 0.225 0.227 -- --
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330-340 / 400-410W Mono-facial Mono PERC Module (RMB) 1.750 1.650 1.710 -- --
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360-370 / 435-445W Mono-facial Mono PERC Module (USD) 0.345 0.230 0.240 -- --
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360-370 / 435-445W Mono-facial Mono PERC Module (RMB) 1.770 1.700 1.740 -- --
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360-370 / 435-445W Mono-facial Mono PERC Module Spot Price (USD) 0.248 0.233 0.240 -2.0 -0.005
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182mm Mono-facial Mono PERC Module (USD) 0.250 0.235 0.245 -1.2 -0.003
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182mm Mono-facial Mono PERC Module (RMB) 1.800 1.720 1.770 -- --
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210mm Mono-facial Mono PERC Module (USD) 0.250 0.235 0.245 -1.2 -0.003
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210mm Mono-facial Mono PERC Module (RMB) 1.800 1.720 1.770 -- --
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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.

Region Module (Unit: W)

Item High Low Average price Change(%) Change($) Price prediction for next week
275-280 / 330-335W Multi Module-India (USD) 0.230 0.205 0.210 -13.2 -0.032
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360-370 / 435-445W Mono PERC-India(USD) 0.245 0.234 0.240 -- --
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360-370 / 435-445W Mono PERC-US(USD) 0.360 0.330 0.342 -- --
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360-370 / 435-445W Mono PERC-EU(USD) 0.250 0.230 0.240 -- --
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360-370 / 435-445W Mono PERC-Australia(USD) 0.260 0.230 0.240 -- --
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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.

BOM Material (Unit: m²)

Item High Low Average price Change(%) Change($) Price prediction for next week
3.2mm Coating PV Glass(RMB) 23.0 22.0 22.0 -- --
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2.0mm Coating PV Glass(RMB) 19.0 17.0 18.0 -- --
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Research method and disclaimer

Trading activity increases as polysilicon prices slip

July 28, 2021

Another round of price negotiations took place at the end of July.

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Polysilicon prices slip amid pressures from downstream sectors

July 21, 2021

Polysilicon manufacturers saw inventories accumulate for the first time since the ceaseless post-Lunar New Year stockpiling activity, as Tier-1 wafer makers kept utilization rates low, and thus had limited polysilicon procuring volumes.

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Cell prices slip marginally amid sluggish demand

July 14, 2021

Long-term and sporadic orders started to be signed this week, after weeks of buyer-seller standoff.

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Module prices slipped in China as mid-stream prices declined

July 7, 2021

Buyers and sellers remained in stalemate this week, with barely any new orders signed. Market prices stayed at previous levels.

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Wafer prices tumble under downward pressure from cell manufacturers

June 30, 2021

As the market sit on the fence this week, not many new orders were signed.

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