What is the falling curve of silicon price?

In 2022, looking at the upstream and downstream capacity of the photovoltaic industry chain, we have to admit that silicon is still the key link and bottleneck that determines the annual operation of the photovoltaic industry.
At present, it is generally expected that from the middle of 2022, the new capacity of silicon materials will begin to accelerate the release, and then the supply and demand pattern is expected to be completely reversed, and the price of silicon materials is expected to enter the downward channel irreversibly, so as to pull down the price of components and stimulate the demand for terminal installation. If the price of silicon material falls below 200 yuan / kg and the price of components falls below 1.7 yuan / W, the terminal demand is expected to start to release significantly.
However, the price of silicon material is not only determined by the supply of silicon material and the demand for terminal installation, but also affected by the demand for silicon wafers directly downstream.