PVinsights: Polysilicon and wafer will keep the price increase momentum at the end of Dec.
Under the current context of good solar wafer demand, polysilicon companies try raising their prices to lower their loss as selling price still falls below costs.
PV and 2nd grade polysilicon prices are expected to continue the significant price increase next week in the range of 1~3.5%. Under the current context of good solar wafer demand, polysilicon companies try raising their prices to lower their loss as selling price still falls below costs. In addition, with wafer shortage, many non-Chinese wafer companies choose to stock up polysilicon to produce wafers rather than trading polysilicon for cash flow. On the other hand, Chinese wafer companies are also consuming more polysilicon and have to accept the higher polysilicon prices under robust wafer demand. Therefore, polysilicon price should grow further next week.
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Overall multi wafer price is also expected to continue the price uptrend in the range of 0-1% next week. High efficiency wafer shortage is driving up wafer prices in Taiwan as many wafer companies are unable to immediately increase output due to lack of capacity and headcounts. In China, wafer demand remains robust and the tight supply is pushing up wafer prices. In addition, wafer companies are increasing their prices to reflect the higher procurement cost resulting from the polysilicon price uptrend. Therefore, multi wafer price is expected to remain on the uptrend. On the other hand, mono wafer price is expected to remain stable next week. Mono demand is moderately increasing as some cell companies are upgrading equipments and prepare to increase high efficiency product share for the EU and US market. However, mono wafer price should remain stable next week without significant shortage.
Overall cell price is expected to remain stable next week. Although wafer price uptrend continuously pressure cell companies, the low module price still blocks any cell price increase. On the other hand, solar module price is also expected to remain stable next week. Many Chinese module companies have already reached their annual sales target, therefore easing further module price cut pressure.
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