Meyer Burger Investor Presentation
Polysilicon price has almost quadrupled since market low in
2020, affecting the entire industry
Polysilicon price development [USD/kg]
40
35
30
30
25
20
+282%
15
10
0
Q2 20 Q3 20 Q4 20 Q1 21 Q2 21 Q3 21 Q4 21 Q1 22
•
Unprecedented rise in polysilicon prices
•
•
Source: Exawatt analysis of spot price data from China Nonferrous Metals Industry Association, EnergyTrend, PV InfoLink and PVInsights
MEYER BURGER
Polysilicon is the number one cost driver among input
materials for solar cells and modules
Global polysilicon price increase of +280% since Q1 2020
Reduced production capacity and growing market demand
triggered a price increase spiral – additional capacities are
coming online slower than expected
-
Prices very likely to remain high throughout 2022
Meyer Burger is affected in the same way as competitors,
but can dilute polysilicon cost better through higher
efficiency and can reduce wafer thickness more aggressively
than standard PERC competition
Meyer Burger Technology AG, Presentation for Investors, Analysts and Media, March 24, 2022
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