EnergyTrend: Polysilicon Contract Price to Increase, Top Tier Manufacturers' Stance Decisive
Category: Investment, Renewable Energy
News about EnergyTrend
December 22, 2011 (Investorideas.com Newswire) - According to EnergyTrend research, the current spot market price has ceased falling and stabilized – some products have even seen a price increase. In terms of January 2012 contract price, some upstream suppliers are planning for a slight increase. However, negotiations are still underway, and EnergyTrend believes that the polysilicon contract price trend in 2012 will depend on the stance of downstream makers – wafer manufacturers in particular.
This week's wafer prices stayed flat. As for the market trend, high efficiency products and standard products currently show a price gap of around 10-20%. As the market proportion of high efficiency products continues to increase, spot price will be affected significantly. Additionally, most manufacturers have already cleared their inventories and thus have no desire to lower price further. As a result, this week's prices remained stable, with slight signs of recovery.
Moreover, according to EnergyTrend, most downstream makers are relatively optimistic towards the market trend in 2011, believing the decreased demand in European markets will be limited while Chinese and Japanese markets will see obvious growth and mid-to-small manufacturers' temporary production shutdown, all of which the industry believes will help stabilize polysilicon price. In addition, China has proposed an appropriate policy to support the development of the polysilicon industry. Therefore, EnergyTrendd believes that Chinese government is ready to intervene with the market and companies lacking economies of scale and competitive advantages will likely be forced into mergers and acquisitions or driven out of business. With currently many western manufacturers temporarily shutting down part of capacity to alleviate pressure from decreasing polysilicon price, upstream manufacturers are already planning to increase contract price in 2012.
The Intersolar India exhibition that came to a conclusion last week without much of encouraging news. The market has seen prices lower than US$0.45/Watt for solar cell products from Indian manufacturers, but their quality and conversion efficiency need further confirmation. Although the quoted prices have not currently affected mainstream market price, India has enormous market potential and government policies to support the development of the solar cell and module industry. EnergyTrend believes that in the future Indian makers' influence on mainstream spot and contract price is sure to gradually increase.
As for this week's spot prices, polysilicon, Si wafer, and solar cell price all remain on a downtrend, but the decline has slowed. Lowest polysilicon price remained at US$20/kg, while polysilicon ASP fell by 0.79% to US$23.79/kg. As for Si wafers, lowest multi-Si wafer price was US$1.0/piece, while lowest mono-Si wafer price was US$1.48/piece. This week's multi-Si wafer ASP was US$1.12/piece, an increase of 0.09%, and mono-Si wafer ASP remained the same at US$1.570/piece. Affected by the India market, this week's solar cell price decreased further, with a low of US$0.43/Watt and ASP at US$0.505/Watt, a 1.17% decrease. This week's module and thin film price remained the same.
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TRENDFORCE is a global leading research institution providing market intelligence, in-depth analysis reports and consultant services on technology sector. Our company consists of 4 major research divisions---DRAMeXchange, WitsView, LEDinside and EnergyTrend which cover the DRAM, NAND Flash, PC, display ,LED and Green energy research sectors respectively. www.trendforce.com
In the year of 2000, the company started to deliver market intelligence services under the name of DRAMeXchange. This includes the latest industrial scenario, real-time spot trading prices, market trends, capital spending and wafer capacity trends, the impact of DRAM/flash memory products on the market, and other relevant PC industry information. www.DRAMeXchange.com
Established in the year 2004, WitsView, a subsidiary brand of TRENDFORCE, is composed of a team of TFT-LCD industry analysts covering the development and market trend of upstream components, mid stream panels and downstream system integrators and retailers. www.WitsView.com
In 2007, LEDinside, another subsidiary of TRENDFORCE , was launched and has become one of the most popular and distinguished information platform for the LED market. www.LEDinside.com
Green energy, also referred to as alternative energy, is the key to creating a clean future for the world. EnergyTrend, the latest research division of TRENDFORCE, is dedicated to deliver market intelligence of eco industry. The research scope includes renewable energy and its applications (i.e. solar, battery & electric vehicles). www.energytrend.com
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