SMM PV Industry Analysis and Outlook

PhotovoltaicMonthly

1. Macro Hot Topics: Hot Topics and Policy Tracking
2. PV End-User: Forecasts for China and Overseas PV Installations Over the Next 12 Months + 4 Quarters; Forecasts for China's Utility-Scale and Distributed Installations Over the Next 12 Months + 4 Quarters; Installations Review, 2020-2024; Forecasts for China's New PV Installations, 2025-2030; Quarterly Analysis of Installations in Europe, India, the Middle East, and Asia-Pacific
3. PV Module: Monthly Fundamental Analysis; Supply-Demand Balance Forecast Table for the Next 12 Months + 4 Quarters (Including Effective Supply, Planned Production, Net Exports, Demand, and Supply-Demand Balance); Price Forecast Analysis and Charts for the Next 12 Months + 4 Quarters; Price Trend Review Analysis and Charts for the Past 12 Months; This Month's Production (by P/N and Size), Operating Rate Analysis, and Charts; Next Month's Production Schedule (by P/N and Size), Operating Rate Analysis, and Charts; Monthly Export Trend Charts and Analysis for the Past Two Years, Export Data Forecast for the Current Year; Cost Structure Breakdown and Cost & Profit Analysis for the Past Two Months; Historical Inventory Trend Charts and Inventory Analysis
4. Solar Cell: Supply-Demand Balance Forecast Table for the Next 12 Months + 4 Quarters (Including Effective Supply, Planned Production, Net Exports, Demand, and Supply-Demand Balance); Output Forecast by Battery Technology Type for the Next 12 Months + 4 Quarters; Price Forecast Analysis and Charts for the Next 12 Months + 4 Quarters; Price Trend Review Analysis and Charts for the Past 12 Months + 4 Quarters; This Month's Production (by PERC, Topcon, HJT, BC), Operating Rate Analysis, and Charts; Next Month's Production Schedule (by PERC, Topcon, HJT, BC), Operating Rate Analysis, and Charts; This Month's Topcon Battery Production Analysis by Size (Size Breakdown: 183, 210R, 210, and Others); Next Month's Topcon Battery Production Analysis by Size (Size Breakdown: 183, 210R, 210, and Others); Monthly Export Trend Charts and Analysis for the Past Two Years, Export Data Forecast for the Current Year; Cost Structure Breakdown and Cost & Profit Analysis for the Past Two Months; Historical Inventory Trend Charts and Inventory Analysis
5. PV Wafer: Supply-Demand Balance Forecast Table for the Next 12 Months + 4 Quarters (Including Effective Supply, Planned Production, Net Exports, Demand, and Supply-Demand Balance); Price Forecast Analysis and Charts for the Next 12 Months + 4 Quarters; Price Trend Review Analysis and Charts for the Past 12 Months; This Month's Production (by P/N and Size), Operating Rate Analysis, and Charts; Next Month's Production Schedule (by P/N and Size), Operating Rate Analysis, and Charts; Monthly Export Trend Charts and Analysis for the Past Two Years, Export Data Forecast for the Current Year; Cost Structure Breakdown and Cost & Profit Analysis for the Past Two Months; Historical Inventory Trend Charts and Inventory Analysis6. Polysilicon: Current month fundamental analysis; Supply-demand balance forecast table for the next 12 months + 4 quarters (including effective supply, planned production, net imports, demand, and supply-demand balance); Review and analysis of price trends over the past 12 months with supporting charts; Price forecast analysis for the next 12 months with supporting charts; This month's production (by region: Xinjiang, Inner Mongolia, Sichuan, and others), operating rate analysis with supporting charts; Next month's planned production (by region: Xinjiang, Inner Mongolia, Sichuan, and others), operating rate analysis with supporting charts; Monthly export trend charts and analysis for the past two years, current year export data forecast; Cost curve and cost forecast for the next 12 months; Historical inventory trend charts and inventory analysis.

7. PV glass price forecast analysis for the next 12 months + 4 quarters with supporting charts; Supply-demand balance forecast table for the next 12 months (including supply, demand, and supply-demand balance).

8. Encapsulation film price forecast analysis for the next 12 months + 4 quarters with supporting charts; Supply-demand balance forecast table for the next 12 months (including supply, demand, and supply-demand balance).

9. EVA price forecast analysis for the next 12 months + 4 quarters with supporting charts; Supply-demand balance forecast table for the next 12 months (including supply, demand, and supply-demand balance).

10. Aluminum frame price forecast analysis for the next 12 months with supporting charts; Supply-demand balance forecast table for the next 12 months (including supply, demand, and supply-demand balance).

11. Silver paste price forecast analysis for the next 12 months with supporting charts; Supply-demand balance forecast table for the next 12 months (including supply, demand, and supply-demand balance).

12. High-purity quartz sand price forecast analysis for the next 12 months with supporting charts; Supply-demand balance forecast table for the next 12 months (including supply, demand, and supply-demand balance).

Reports List

All Years
Reports NameUpdate DateOperation
SMM PV Industry Analysis and Outlook-February 2026Feb 14, 2026
SMM PV Industry Analysis and Outlook-January 2026Jan 15, 2026
SMM PV Industry Analysis and Outlook-December 2025Dec 18, 2025
Global PV Industry Chain Annual Report Data Package, 2021–2030Dec 17, 2025
SMM PV Industry Analysis and Outlook-November 2025Nov 15, 2025
SMM PV Industry Analysis and Outlook-October 2025Oct 21, 2025
SMM PV Industry Analysis and Outlook-September 2025Sep 16, 2025
Total: 7

Meet Some of SMM’s Experts

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Maria MaSenior Manager, PV Category, Shanghai+86 18736935107
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Henry ShiChief PV Analyst+86 18561125735
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Elio ZhengPV Analyst, Yantai+86 17862877744
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Kevin ChenPV Analyst, Beijing+86 18612504051
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Riley JiangPV Analyst, Shanghai+86 19821264594