The analysis reveals that three converging factors – polysilicon consolidation, supply-side production cuts, and the cancellation of China's 13% VAT export rebate – will drive solar module prices up by approximately 9% in Q4 2025, with further increases expected through 2026. . Wood Mackenzie reports a 9% solar price surge in Q4 2025. To protect margins, lock in pricing early, diversify suppliers, and adopt high-efficiency HPBC and ABC modules. Data source: IRENA (2025); Nemet (2009); Farmer and Lafond (2016) – Learn more about this data Note: Costs are expressed in constant 2024 US$ per watt. Global estimates are used before 2010; European market. . In a new weekly update for pv magazine, OPIS, a Dow Jones company, provides a quick look at the main price trends in the global PV industry. The Chinese Module Marker (CMM), OPIS's benchmark for TOPCon modules ≥600W, rose 1. 086/W Free-On-Board (FOB) China, with market. . CN: Price: Battery Cell: G1 data was reported at 0. This stayed constant from the previous number of 0. 757 RMB/W from May 2021 (Median) to Aug 2025, with 52 observations.
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