Featured in Fast track to high power – 05-2021

Price trends amid polysilicon shortage

Recent financial statements from the big module manufacturers indicate that higher prices for polysilicon and PV glass since the third quarter of 2020 have dealt a severe blow to profits in the module business. Module manufacturers have gradually scaled down capacity utilization since the Lunar New Year, as demand has been weaker than expected, given the absence of China’s usual June 30 installation rush, as in past years. In April, Tier-1 module makers further cut utilization rates to 55-70%. PV InfoLink’s Corrine Lin examines the price trends that are developing in 2021.

By

pv magazine

04 May 2021

Note: In the past, the average prices for mono PERC modules considered the prices of earlier orders and delivery cycles, which could lag when prices changed rapidly. Since the price gap between spot prices and prices of long-term orders signed earlier has widened significantly this year, PV InfoLink has started using spot prices for module …

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