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Date November 15, 2021
Type Webinar
Remark There will be a 15-min Q&A session at the end of the presentation by Judy Chao, and another 15-min Q&A at the end of this webinar, where the speakers will answer a few questions that have been submitted during the webinar through a chat window.

How upstream supply-demand relationship is affecting the entire PV industry?

In 2021, imbalanced supply-demand relationship and dramatic raw material price trends slowed supply capacity growth in the polysilicon sector, whereas ingot capacity of the mono-Si wafer sector expands at rather large scale, causing a direct impact on the overall supply-demand relationship.

Compared to other sectors in the PV industry, it takes longer time for polysilicon capacity to grow, which requires about 13-16 months for a capacity expansion project to initiate construction and enter operation. Based on current progresses of major polysilicon makers’ expansion projects, few production capacities were substantially added in the first three quarters this year; only some new capacities being commissioned as scheduled in the fourth quarter. In the meantime, mono-Si wafer ingot capacity ramps up continuously and has increased by more than 65%, intensifying the imbalanced upstream supply-demand relationship.

How raw material price hikes will affect the mono-Si wafer sector as supply crunch sent polysilicon prices to decade high? Can end users remain intact amid changes in upstream supply-demand relationship and pressures from varying production costs?  

In the webinar this year, InfoLink Consulting will reflect on upstream supply-demand relationship of the PV industry in 2021, analyzing the dramatic upstream price trend and the reasons behind, expounding the impacts supply chain price trend and cost shirking have on different sectors, and finally, providing outlooks for 2022.

For more industrial insights, join InfoLink webinar on “Net Zero Future: Solar, Wind, ESS, and Carbon Policy and Market Developments” Nov. 18!

With our motto “Link the Value for you” in mind, InfoLink Consulting wishes to convene industry leaders, experts, manufacturers across supply chains, power station businesses, and industrial associations, to explore together the future of solar power, wind power, energy storage, and green technology roadmap.
 

Major takeaways

  • Global market of solar-plus-storage: updates and prospects

  • Analysis of four offshore wind hubs in Asia Pacific

  • Carbon emission and carbon footprint calculation

  • PV supply chain analysis, technology roadmap, price forecast

 
Date: November 18, 2021
Time: 08:00-10:30 EST (New York) | 14:00-16:30 CET (Germany) | 21:00-23:30 CST (Beijing)

*Please note, this webinar will be in English 
 

Q&A Session

There will be a 15-min Q&A session at the end of the presentation by Judy Chao, and another 15-min Q&A at the end of this webinar, where the speakers will answer a few questions that have been submitted during the webinar through a chat window.
 
Please note that we will not have time to answer all of the questions sent in.
 

AGENDA

InfoLink webinar


SPONSOR
JA Solar