Solar-Grade Polysilicon
$2.5 bnAnnual import
0%Indian capability
6,580Supplier concentration (HHI)
₹24,000 crTo localise
Why India imports it. Tongwei, GCL, Wacker dominate; India has no polysilicon production (planned: Reliance, Adani).
Why it matters. Polysilicon is 25% of module cost; solar PLI Phase 2 targets this.
Can India localise it? Partial - 4-6 years; first plants 2026-27.
Where it comes from. China (80%), Germany (12%), USA (8%).
Scorecard
The ten indices
CMDI 83.85Dependency
LPI 40.5Localisation potential
IAI 63.75Investment attractiveness
SRI 74.5Supply risk
SCI 57.25Supply-chain complexity
TRI 42Technology readiness
IMI 70.5Industrial multiplier
NSRI 56.25National-security relevance
EPI 63.75Export potential
ICGI 68.75Capability gap
Who makes it
Manufacturers
In India
No significant domestic maker.
Global leaders
TongweiGcl PolyWacker Chemie
On the ground
Localisation projects
- Reliance Solar Polysilicon + Wafer Plant
- Adani Solar Mundra Integrated Plant
Intelligence
Related signals
- India Now Has a Structured Map of Where It Stays Import-Dependent
- India's Deepest Chokepoints: EUV Photoresist, Leading-Edge Logic and Aero-Engines
- Where Dependency Meets Feasibility: SiC Power and Display-Driver ICs Are the Build-Now Surfaces
- Battery Materials Processing — Lithium, Cobalt, Nickel and the Cell-Ecosystem Opportunity
Sources
Primary references
Confidence: Verified. Verified: Solar PLI Phase 2 awardees. Part of Techadyant Labs' Critical Manufacturing Dependencies (Edition I).