upstream

Daqo New Energy recorded a guidance-beating performance in the opening quarter of 2022, cashing in on excess inventory, lower production costs and higher than anticipated average selling prices (ASPs).

LONGi Solar has raised prices for its 182mm wafers once again as upstream costs continue to edge upwards this week, exacerbated by constraints caused by COVID-19-related lockdowns in China.

LONGi Solar has warned of reduced profits after Yunnan Province, where a significant portion of its manufacturing output resides, cancelled a previously-struck power pricing agreement.

Solar manufacturer Tongwei is forecasting for a six-fold increase in net profit for Q1 2022, highlighting the impact pricing spikes are having on upstream manufacturer fortunes.

In this special, free-of-charge edition of PV Price Watch, Finlay Colville, head of research at PV Tech, discusses the numerous factors that have contributed to a significant rise in module pricing in the previous two years, before exploring where module pricing could go into 2024.

As polysilicon prices rise once again, Liam Stoker explores the potential for polysilicon facilities to start in new geographies, the issues surrounding equipment and a skilled workforce and what else is vital to more regionalised PV manufacturing.

Leading solar manufacturer LONGi is to add another 4GW of cell manufacturing capacity later this year, diverting funds previously earmarked for a separate cell production plant.

Tongwei has warned of ongoing tight supply of solar PV materials after recording a jump in 2021 revenue in excess of 50%.

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.

PV Tech Research’s Finlay Colville reveals which manufacturers are driving the PV industry’s transition to n-type, explaining why what these companies do in the next two years will shape the sector moving forward.