Supply of Polysilicon Will Continue To Increase In The Second Quarter

Published: Apr 26, 2023 15:38
Source: SMM
In the second quarter, a number of large-scale polysilicon projects will be put into operation, and the output will increase significantly in April and May as the production capacity ramps up.

In the second quarter, a number of large-scale polysilicon projects will be put into operation, and the output will increase significantly in April and May as the production capacity ramps up.

These include a number of major projects in Xinjiang, Sichuan, and Inner Mongolia, with a total production capacity of 318,000 mt. The domestic polysilicon supply is expected to increase significantly to around 350,000 mt in the second quarter.

However, production reductions are likely to occur in the second half of the second quarter.

The main reason is that the current water level in west China is relatively low. Possible power rationing during the low-water period this year combined with concentrated maintenance will slow the output growth. Then the supply will be less than expected.


Data Source Statement: Except for publicly available information, all other data are processed by SMM based on publicly available information, market communication, and relying on SMM‘s internal database model. They are for reference only and do not constitute decision-making recommendations.

For any inquiries or to learn more information, please contact: lemonzhao@smm.cn
For more information on how to access our research reports, please contact:service.en@smm.cn
Related News
China Approves 17.44 GW Power Plan for Qaidam Desert Base, Including Solar, Wind, and Energy Storage Projects
6 hours ago
China Approves 17.44 GW Power Plan for Qaidam Desert Base, Including Solar, Wind, and Energy Storage Projects
Read More
China Approves 17.44 GW Power Plan for Qaidam Desert Base, Including Solar, Wind, and Energy Storage Projects
China Approves 17.44 GW Power Plan for Qaidam Desert Base, Including Solar, Wind, and Energy Storage Projects
It is understood that the National Energy Administration has officially approved the power source allocation plan for the "Qaidam Desert Base (East Golmud) Base". The planned construction scale of the power source projects at this base is 17.44 million kilowatts, including 10 million kilowatts of photovoltaic power, 5 million kilowatts of wind power, 2.64 million kilowatts of coal-fired power, 0.1 million kilowatts of solar thermal power, and 1.5 million kilowatts (for 4 hours) of electrochemical energy storage. The total investment in the projects is about 86 billion yuan. The new energy will be transmitted to Guangxi through the "Qinghai-Guangxi DC" UHV power transmission project. Currently, significant progress has been made in the preliminary work of the "Qinghai-Guangxi DC" project, w
6 hours ago
[SMM PV News] Armenia Hits 1.1 GW Solar Capacity,
Feb 6, 2026 09:17
[SMM PV News] Armenia Hits 1.1 GW Solar Capacity,
Read More
[SMM PV News] Armenia Hits 1.1 GW Solar Capacity,
[SMM PV News] Armenia Hits 1.1 GW Solar Capacity,
Armenia’s cumulative solar capacity has surged to 1.1 GW following the addition of approximately 615 MW in 2025. This rapid expansion has pushed solar's share of electricity generation to around 15%, effectively meeting the country's 2030 target years ahead of schedule. The growth is heavily driven by a net-metering scheme supporting over 50,000 autonomous producers (totaling 650 MW), though the government ended loan subsidies for rooftop solar in July to shift focus toward battery storage.
Feb 6, 2026 09:17
Spot Market and Domestic Inventory Brief Review (February 5, 2026) [SMM Silver Market Weekly Review]
Feb 5, 2026 17:36
Spot Market and Domestic Inventory Brief Review (February 5, 2026) [SMM Silver Market Weekly Review]
Read More
Spot Market and Domestic Inventory Brief Review (February 5, 2026) [SMM Silver Market Weekly Review]
Spot Market and Domestic Inventory Brief Review (February 5, 2026) [SMM Silver Market Weekly Review]
Feb 5, 2026 17:36