Analysis of recent solar photovoltaic value chain

Market information shows that the prices associated with the entire solar photovoltaic value chain were in a sharp downward trend in June 2011 due to changes in European subsidies and uncertainties in photovoltaic policies that led to manufacturers’ inventory accumulation. The solar PV value chain index released by Bloomberg New Energy Finance Co. in June showed that the spot price of solar-grade polysilicon fell by 28% year-on-year to US$53.4/kg, which eased the pressure on wafer and solar cell downstream manufacturers. 6 "Polysilicon wafer prices.

In June it dropped by 23% to $2.39 per piece. At the lower end of the production chain, polysilicon battery prices fell by 15% in June, causing the price of crystalline silicon modules to drop to $1.68/W. Chinese manufacturers are making important discounts for modules at $1.49/W, while module manufacturers outside China are still priced at $1.49/W.

Data analysis shows that the price of solar modules is now 58% lower than in the third quarter of 2008. It is expected that the overall price of the industry will decline further.

Bloomberg New Energy Finance Company stated that solar modules on the market are currently oversupply, manufacturers are seeking to reduce their stockpiles, and markets need cheaper modules because subsidies have decreased.

Data from Bloomberg New Energy Finance Company shows that in sunny regions, the cost of power generation for large projects is 18 cents/KWh, and some sporadic rooftop PV projects are 20 cents/KWh. In comparison, the price of all-day electricity in some markets is equivalent to 20-25 cents, which shows that it has become attractive.

Bloomberg New Energy Finance's solar PV value chain index and module price index data were collected from the purchase, sale or transaction of polysilicon, wafers, batteries and modules of 120 companies.