Or over 10GW! Layout of Polysilicon Production Capacity in Big Photovoltaic Countries

2026-08-10 17:15:29

As expected, India has turned its attention to the silicon sector.

After

vigorously developing components , batteries and silicon wafers, India, as expected, has turned its attention to the silicon sector.

According to foreign media reports, India is planning to launch an incentive plan linked to production to encourage the development of the country's local polysilicon industry.

Reported that India's new and renewable energy secretary Santosh Salangi said publicly that the move will promote India's manufacturing incentive plan to further deepen the upstream sector of the photovoltaic industry chain and reduce import dependence. The new incentive plan may cover more than 10GW capacity (equivalent to about 29000 tons of capacity). The specific incentive amount has not yet been disclosed.

或超10GW!光伏大国发力多晶硅产能布局1

In recent years, India has been committed to building a local integrated photovoltaic industry chain, trying to get rid of its dependence on China's photovoltaic industry.

Previously, in order to stimulate the development of local photovoltaic module and battery manufacturing, India allocated 240 billion Indian rupees (about 16.993 billion yuan, 1 Indian rupees ≈ 0.0708 yuan) production-linked incentive funds. At present, India has built more than 200 GW photovoltaic module capacity and more than 32 GW battery capacity. Sarangi revealed that India is expected to add 100GW battery capacity in the next year or so.

However, in the upstream silicon material and silicon wafer sector, India currently has very limited local production capacity, and its products are mainly dependent on imports. For this reason, the Indian government's recent focus on building the photovoltaic localization industry chain has also shifted from downstream batteries and components to upstream silicon materials and wafers. India also plans to have at least 80 GW of solar ingot and wafer capacity

by June 2028, Sarangi said.
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Correlation

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2026-08-13 17:15:05

As expected, India has turned its attention to the silicon sector.

2026-08-10 17:15:29

According to Reuters, the U.S. government is planning to set a minimum price for polysilicon and impose tariffs on polysilicon and related products, and the decision is expected to be announced later in August.

2026-08-05 09:42:38

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2023-12-28 15:55:37