Featured in Powering AI – 03-2026

Price forecast: cloudy

Metal price volatility may pressure PV module manufacturers to raise prices, but the outlook for polysilicon and wafer manufacturers is complex. Action on polysilicon supply and muted downstream demand have the potential to influence profitability across the solar value chain. Hanwei Wu of OPIS explains what the latest price data might mean for the industry.

By

pv magazine

02 Mar 2026

Manufacturers were able to pass some cost increases downstream, as shown by the larger spread between TOPCon module and cell prices. Solar manufacturers looking for silver linings in a market battered by subdued demand and rising cost pressure are finding no respite. Volatile silver prices have become the latest source of consternation for manufacturers long …

This article is part of pv+

Subscribe digitally to unlock exclusive investigative reporting, expert insights, in-depth analysis, and premium background coverage. Your subscription also includes full access to the digital edition of our magazine.