Wafer attempts price hikes in the red; cell seeks profits through dual distribution and OEM deals

April 10, 2024
Polysilicon As of this Wednesday, the polysilicon market still showed little interest in purchasing and negotiating, with buyers aiming for trading prices much lower than what manufacturers can accep...
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Polysilicon (kg)
Item High Low Average price Change(%) Change($) Price prediction for next week
Polysilicon Price - Chunk polysilicon (USD) 24.0 18.0 21.5 -- --
Polysilicon Price - Chunk polysilicon (RMB) 60 52 57 -9.5 -6.000
Polysilicon Price - Granular polysilicon (RMB) 55 53 55 -1.8 -1.000
  • Polysilicon prices in dollar terms are prices for polysilicon with non-China origins in dollar terms, not translated from RMB prices.


P Type Wafer (pc)
Item High Low Average price Change(%) Change($) Price prediction for next week
Mono P Type Wafer - 182mm / 150µm (USD) 0.211 0.211 0.211 -- --
Mono P Type Wafer - 182mm / 150µm (RMB) 1.700 1.700 1.700 -- --
Mono P Type Wafer - 210mm / 150µm (USD) 0.274 0.262 0.268 -6.6 -0.019
Mono P Type Wafer - 210mm / 150µm (RMB) 2.200 2.100 2.200 -4.3 -0.100


N Type Wafer (pc)
Item High Low Average price Change(%) Change($) Price prediction for next week
Mono N Type Wafer - 182mm / 130µm (RMB) 1.650 1.550 1.600 -5.9 -0.100
Mono N Type Wafer - 210mm / 130µm (RMB) 2.500 2.300 2.500 -7.4 -0.200


P Type Cell (W)
Item High Low Average price Change(%) Change($) Price prediction for next week
Mono PERC Cell - 182mm / 23.1%+ (USD) 0.090 0.045 0.048 -7.7 -0.004
Mono PERC Cell - 182mm / 23.1%+ (RMB) 0.370 0.350 0.360 -- --
Mono PERC Cell - 210mm / 23.1%+ (USD) 0.053 0.046 0.047 -9.6 -0.005
Mono PERC Cell - 210mm / 23.1%+ (RMB) 0.370 0.350 0.350 -- --
  • The high prices for M10 PERC and TOPCon cells is based mostly on those of Southeast Asian origins.


N Type Cell (W)
Item High Low Average price Change(%) Change($) Price prediction for next week
TOPCon Cell - 182mm / 24.7%+ (USD) 0.130 0.053 0.060 -3.2 -0.002
TOPCon Cell - 182mm / 24.7%+ (RMB) 0.430 0.410 0.420 -2.3 -0.010
  • The high prices for M10 PERC and TOPCon cells is based mostly on those of Southeast Asian origins.
     
  • TOPCon cell efficiency for spot price report will be adjusted to 24.7%+ from April 2024 onwards.
     


Glass to Glass Bifacial PERC Module (W)
Item High Low Average price Change(%) Change($) Price prediction for next week
182mm Mono PERC Module (USD) 0.330 0.100 0.115 -4.2 -0.005
182mm Mono PERC Module (RMB) 0.900 0.780 0.880 -2.2 -0.020
210mm Mono PERC Module (USD) 0.350 0.100 0.115 -4.2 -0.005
210mm Mono PERC Module (RMB) 0.920 0.800 0.900 -2.2 -0.020
  • Module prices in RMB terms are based on domestic price quotes and the average price is based on delivery prices of the week for distributed and centralized generation projects, excluding transportation costs. The high and low prices reflect prices of Tier-2 module makers or previous projects. Module prices in dollar terms are price quotes in non-China markets (before tax), not translated from RMB prices.
  • Stop reporting for monofacial glass-backsheet PERC modules from April 2024 onwards.
  • Price difference between bifacial and monofacial modules ≈ RMB 0.02/W.


Glass to Glass Bifacial N Type Module (W)
Item High Low Average price Change(%) Change($) Price prediction for next week
182mm Mono TOPCon Module (USD) 0.360 0.105 0.120 -7.7 -0.010
182mm Mono TOPCon Module (RMB) 1.000 0.820 0.940 -1.1 -0.010
210mm Mono HJT Module (USD) 0.150 0.130 0.140 -3.4 -0.005
210mm Mono HJT Module (RMB) 1.200 1.000 1.150 -4.2 -0.050
  • Module prices in RMB terms are based on domestic price quotes and the average price is based on delivery prices of the week for distributed and centralized generation projects, excluding transportation costs. The high and low prices reflect prices of Tier-2 module makers or previous projects. Module prices in dollar terms are price quotes in non-China markets (before tax), not translated from RMB prices.


China Projects Glass to Glass Bifacial Module (W)
Item High Low Average price Change(%) Change($) Price prediction for next week
182/210mm TOPCon Module - Ground-mounted project 1.000 0.820 0.880 -1.1 -0.010
182/210mm TOPCon Module - Distributed project 0.970 0.870 0.950 -1.0 -0.010
  • Module prices in RMB terms are based on domestic price quotes and the average price is based on delivery prices of the week for distributed and centralized generation projects, excluding transportation costs. The high and low prices reflect prices of Tier-2 module makers or previous projects. Module prices in dollar terms are price quotes in non-China markets (before tax), not translated from RMB prices.
  • Prices for Chinese project will be prices for TOPCon modules instead of PERC from April 2024 onwards.


Region Module (W)
Item High Low Average price Change(%) Change($) Price prediction for next week
182mm Mono PERC - India made (USD) 0.230 0.180 0.220 -- --
182mm Mono TOPCon - India (USD) 0.120 0.100 0.115 -- --
182/210mm Mono PERC - US (USD) 0.330 0.180 0.300 -- --
182/210mm Mono TOPCon - US (USD) 0.360 0.250 0.330 -- --
182/210mm Mono PERC - EU (USD) 0.210 0.105 0.120 -- --
182/210mm Mono TOPCon - EU (USD) 0.130 0.110 0.125 -- --
  • Module prices in RMB terms are based on domestic price quotes and the average price is based on delivery prices of the week for distributed and centralized generation projects, excluding transportation costs. The high and low prices reflect prices of Tier-2 module makers or previous projects. Module prices in dollar terms are price quotes in non-China markets (before tax), not translated from RMB prices.
  • Non-China module price (by region): Stop reporting PERC module prices for projects in Australia and Europe, only report for India-made PERC modules and PERC modules for projects in the U.S.  Addition: TOPCon module prices for projects in the U.S., Europe, and India from April 2024 onwards


Module BOM Materials (m²)
Item High Low Average price Change(%) Change($) Price prediction for next week
3.2mm Coating PV Glass(RMB) 26.50 26.00 26.50 +1.9 +0.500
2.0mm Coating PV Glass(RMB) 18.50 18.00 18.50 +12.1 +2.000


Source:InfoLink Consulting

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