Featured in Fork to the future – 09-2021

Polysilicon amid international trade disputes

Polysilicon capacity is unable to catch up with rapid capacity expansion in the mid and downstream segments, writes Corrine Lin, chief analyst for PV InfoLink. New polysilicon capacity requires big capex investment and a lead time of more than two years to complete construction and reach full operation. With unbalanced capacity between the upstream and downstream segments, polysilicon prices have been rising since the second half of 2020, with prices for mono-grade polysilicon surpassing CNY 200/kg ($27.40) in June 2021, up more than 250% year on year.

By

pv magazine

07 Sep 2021

Source: PV InfoLink

Since 2020, the wafer, cell and module segments have been rapidly expanding, bringing total capacities to 264 GW, 322 GW, and 365 GW, respectively, by the end of the first half of 2021. Each segment is expected to reach 365 GW, 439 GW, and 463 GW, respectively, by the end of this year. The global …

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