Polysilicon bucks trend and keeps rising amid stagnant end-user demand
September 27, 2023
*Spot price updates will be temporarily suspended next week and resumed on October 11 due to the Chinese National Day holiday. Polysilicon The National Day holiday is around the corner. This w...
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| Item | High | Low | Average price | Change(%) | Change($) | Price prediction for next week |
|---|---|---|---|---|---|---|
| Polysilicon Price - Prime for Mono (RMB) | 91 | 79 | 87 | +2.4 | +2.000 |
| Item | High | Low | Average price | Change(%) | Change($) | Price prediction for next week |
|---|---|---|---|---|---|---|
| Mono Wafer - 182mm / 150µm (USD) | 0.383 | 0.376 | 0.381 | -7.7 | -0.032 | |
| Mono Wafer - 182mm / 150µm (RMB) | 3.100 | 3.040 | 3.080 | -8.1 | -0.270 | |
| Mono Wafer - 210mm / 150µm (USD) | 0.506 | 0.504 | 0.504 | -3.6 | -0.019 | |
| Mono Wafer - 210mm / 150µm (RMB) | 4.100 | 4.080 | 4.080 | -2.9 | -0.120 |
- From January 2023 onwards, InfoLink will stop posting price quotes for M6 wafers, cells, and modules, as market share of M6 products dwindles.
- From December 2022 onwards, wafer prices will be posted based on the thickness of 150μm.
- Spot prices for multi-Si wafers will not be posted from July 2022 onwards.
- Prices for 158.75mm mono-Si wafers will be removed starting January 2022.
| Item | High | Low | Average price | Change(%) | Change($) | Price prediction for next week |
|---|---|---|---|---|---|---|
| Mono N Type Wafer - 182mm / 130µm (RMB) | 3.200 | 3.180 | 3.180 | -8.4 | -0.290 | |
| Mono N Type Wafer - 210mm / 130µm (RMB) | 4.200 | 4.200 | 4.200 | -6.0 | -0.270 |
- N-type wafer prices in dollar terms will be available from September 2023 onwards.
| Item | High | Low | Average price | Change(%) | Change($) | Price prediction for next week |
|---|---|---|---|---|---|---|
| Mono PERC Cell - 182mm / 23.1%+ (USD) | 0.190 | 0.080 | 0.085 | -5.6 | -0.005 | |
| Mono PERC Cell - 182mm / 23.1%+ (RMB) | 0.650 | 0.630 | 0.630 | -8.7 | -0.060 | |
| Mono PERC Cell - 210mm / 23.1%+ (USD) | 0.093 | 0.087 | 0.088 | -5.4 | -0.005 | |
| Mono PERC Cell - 210mm / 23.1%+ (RMB) | 0.700 | 0.670 | 0.700 | -4.1 | -0.030 |
- From May 2023 onwards, price quotes for cells will be based on 23.1% efficiency.
- From January 2023 onwards, InfoLink will stop posting price quotes for M6 wafers, cells, and modules, as market share of M6 products dwindles.
- From January 2023 onwards, price quotes for cells will be based on 23.0% efficiency.
- From September 2022 onwards, efficiency of M6, M10, and G12 cells will be adjusted to 22.9% and above.
- Spot prices for multi-Si cells will not be posted from July 2022 onwards.
- Prices for 158.75mm mono-Si cells will be removed starting January 2022.
- The high point of M10 cells represent the cell prices in Southeast Asia.
| Item | High | Low | Average price | Change(%) | Change($) | Price prediction for next week |
|---|---|---|---|---|---|---|
| TOPCon Cell - 182mm (RMB) | 0.700 | 0.680 | 0.680 | -6.8 | -0.050 | |
| TOPCon Cell - 182mm (USD) | 0.096 | 0.086 | 0.088 | -8.3 | -0.008 |
- TOPCon cell prices in dollar terms will be available from September 2023 onwards.
- From May 2023 onwards, TOPCon cell spot price will be listed separately.
| Item | High | Low | Average price | Change(%) | Change($) | Price prediction for next week |
|---|---|---|---|---|---|---|
| 182mm Mono-facial Mono PERC Module (USD) | 0.350 | 0.120 | 0.150 | -- | -- | |
| 182mm Mono-facial Mono PERC Module (RMB) | 1.280 | 1.100 | 1.210 | -- | -- | |
| 210mm Mono-facial Mono PERC Module (USD) | 0.350 | 0.130 | 0.150 | -- | -- | |
| 210mm Mono-facial Mono PERC Module (RMB) | 1.280 | 1.150 | 1.220 | -- | -- |
- From January 2023 onwards, InfoLink will stop posting price quotes for M6 wafers, cells, and modules, as market share of M6 products dwindles.
- Adjustments for categorization of module spot prices: Prices for distributed and ground-mounted projects in China will be posted seperately from July 2022 onwards. Existing average prices will remain.
- From March 16, 2022 onward, average prices for modules in China are based on delivery prices of the week (inland shipping costs excluded). The figure is derived from the weighted average delivery price of distributed, utility-scale, and tender projects. Low prices are based on delivery prices of Tier-2 module makers or prices where orders were signed previously.
- In response to price movements, spot prices for 365-375 / 440-450W modules overseas are canceled from January 2022.
- 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.
| Item | High | Low | Average price | Change(%) | Change($) | Price prediction for next week |
|---|---|---|---|---|---|---|
| 182mm Mono PERC Module (USD) | 0.360 | 0.140 | 0.155 | -- | -- | |
| 182mm Mono PERC Module (RMB) | 1.300 | 1.120 | 1.230 | -- | -- | |
| 210mm Mono PERC Module (USD) | 0.360 | 0.140 | 0.155 | -- | -- | |
| 210mm Mono PERC Module (RMB) | 1.300 | 1.160 | 1.240 | -- | -- |
- Adjustments for categorization of module spot prices: Prices for distributed and ground-mounted projects in China will be posted seperately from July 2022 onwards. Existing average prices will remain.
- Prices are also posted for 182/210mm glass-glass bifacial modules from March 2022 onwards.
| Item | High | Low | Average price | Change(%) | Change($) | Price prediction for next week |
|---|---|---|---|---|---|---|
| 182/210mm Monofacial Module - Ground-mounted project | 1.280 | 1.100 | 1.220 | -- | -- | |
| 182/210mm Monofacial Module - Distributed project | 1.280 | 1.100 | 1.200 | -- | -- |
- Prices for distributed and ground-mounted projects in China will be posted seperately from July 2022 onwards.
| Item | High | Low | Average price | Change(%) | Change($) | Price prediction for next week |
|---|---|---|---|---|---|---|
| 182mm Mono PERC - India made (USD) | 0.300 | 0.220 | 0.250 | -- | -- | |
| 182/210mm Mono PERC-US(USD) | 0.400 | 0.270 | 0.350 | -- | -- | |
| 182/210mm Mono PERC-EU(USD) | 0.250 | 0.145 | 0.160 | -- | -- | |
| 182/210mm Mono PERC-Australia(USD) | 0.165 | 0.140 | 0.155 | -- | -- |
- From September 2023 onwards, prices for India-made modules are listed based on the 182mm format.
- From October 2022 onwards, spot price update for Indian multi-Si modules will be replaced by update for India-made mono-Si modules.
- From July 2022 onwards, module prices in the U.S., Europe, and Australia will be based on 182mm and 210mm formats.
- U.S. and Indian prices in FOB terms without tax.
- Starting January 2022, spot price for modules rated at 365-375 / 440-450 W will be removed, in accordance with price announcement on the market.
| Item | High | Low | Average price | Change(%) | Change($) | Price prediction for next week |
|---|---|---|---|---|---|---|
| TOPCon Bifacial Module - 182mm (RMB) | 1.370 | 1.210 | 1.300 | -- | -- | |
| HJT Bifacial Module - 210mm (RMB) | 1.550 | 1.350 | 1.500 | -2.0 | -0.030 |
- From December 2022 onwards, InfoLink adds a new column of price quotes for n-type modules in RMB term. The price quotes posted only serve as a reference, for n-type modules available on the market are few. More statistics of price quotes will be taken into account in the future, once there is any. Price quotes in dollar term will be added next year.
| Item | High | Low | Average price | Change(%) | Change($) | Price prediction for next week |
|---|---|---|---|---|---|---|
| 3.2mm Coating PV Glass(RMB) | 28.00 | 27.50 | 28.00 | -- | -- | |
| 2.0mm Coating PV Glass(RMB) | 20.00 | 19.00 | 20.00 | -- | -- |
Source：InfoLink Consulting