PVinsights: Polysilicon prices dropped sharply in 2H April 2013.

There is more polysilicon alternative supply for Chinese poly buyers, since solar players expect no retrospect to the levy of the anti-dumping tariffs on the polysilicon imported from the US, EU and Korea.

There is more polysilicon alternative supply for Chinese poly buyers, since solar players expect no retrospect to the levy of the anti-dumping tariffs on the polysilicon imported from the US, EU and Korea. Moreover, some major polysilicon makers are also increasing their polysilicon supply as well. Although polysilicon demand still remains solid, with the more polysilicon supply, polysilicon prices dropped seriously this week.


Although the downstream demand was solid, major solar wafer makers do not benefit a lot. For example, most solar cell makers are having high production utilization rate now, but part of portion is cell outsourcing manufacturing from first tier module makers. Moreover, most first tier solar module makers also have their own wafer manufacturing. As a result, solar wafer makers can not fully benefit from solar demand recovery. As a result of the limited wafer demand recovery, major solar wafer makers have to reduce their wafer price to push more orders this week.

Major solar cell makers are benefiting from the solid demand from EU, Japan, and China. Moreover, lots of solar cell outsourcing manufacturing from China and Japan also enhance solar cell production utilization rate. With the solid demand but limited labor, major solar cell makers are still pushing their price up this week.

Solar module prices still remain stable this week, because overall system demand from EU, China, and Japan remained solid. Although solar module makers would like to take this timing to raise their module as well, solar system investors would not like to see lower IRR return so as to push solar system price down as well. With the lower system prices, solar module makers are forced to keep their price stable this week.

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