PVinsights: Polysilicon price further dips amid the uncertainties of China anti-dumping tariff

CUPERTINO, Calif. - April 24, 2013 - PRLog -- Polysilicon price continues to dip this week as market anticipates forthcoming anti-dumping and countervailing duties may not be applied retrospectively. Furthermore, Polysilicon buyers seem to gradually slow down inventory buildup as market expects the imposition of punitive tariff may not be as high as previous expected.

Multi wafer price this week also declines partially affected by a sequential drop in Polysilicon price. Additionally, current wafer procurement from downstream manufacturers comes below the prior expectation. This is likely to attribute to growing orders of outsourcing manufacturing without wafer procurement, especially from China. Moreover, demand from downstream supply chain looks solid at the present stage, but wafer buyers are still looking for further cost reduction. As a result, major wafer makers face price pressure this week.  

Cell price shows a mild increase this week. Cell price in different regions somewhat diverges due to anti-dumping issue. Cell price in certain regions continues to hike fueled by rush orders from China, Japan booms, and stable orders by Germany. Demand from emerging markets such as India, Thailand and Latin America are also on a steady rise. Consequently, most of solar cell makers keeps high production rate at the moment. However, cell manufacturers are turning slightly conservative towards order visibility in June given uncertainties towards rush orders from China after the final verdict of anti-dumping and anti-subsidies duties in Jun.

As for module price, solar module makers raise the price slightly this week on stable demand from Europe, US, China and Japan. Furthermore, the possible imposition of anti-dumping and countervailing duties by Europe against China has actually resulted in decreased module supply from China. Therefore, module price rises slightly this week.