bernreuter research

“Cut-throat” competition in the polysilicon production industry in 2024 could push many Chinese producers out of business, according to analysis from industry research firm Bernreuter Research.

Chinese imports of polysilicon dropped 23% year-on-year to 88,093MT in 2022, according to polysilicon research firm Bernreuter Research.

Polysilicon prices have continued their downward slump, with a weekly decrease of 20%, now nearing the US$20/kg mark.

Polysilicon prices have fallen off a cliff since mid-late December and the downward trend is expected to continue at least until the Chinese new year.

Polysilicon prices have continued to climb in China amid limited supply as manufacturers are hit by power rationing.

In this latest edition of PV Price Watch, Liam Stoker plots recent industry price forecasts for polysilicon throughout 2022 and explores the contributing factors to that normalisation.

This week’s edition of PV Price Watch, available exclusively to PV Tech Premium subscribers, analyses what the solar industry’s polysilicon price ceiling is currently and where it could decline to into next year. Exclusive to PV Tech Premium users.

The solar polysilicon sector is experiencing a changing of the guard, and all four of the top manufacturers will be Chinese next year, research firm Bernreuter Research has predicted.

According to Johannes Bernreuter, head of Bernreuter Research the supply of polysilicon for the PV industry will continue to be constrained in 2021, while significant overcapacity is looming in 2022 and possibly intensify in 2023.

According to Bernreuter Research, polysilicon consumption for the production of solar wafers is set to impact the supply-side as the PV industry adopts diamond wire technologies that significantly lower kerf loss.