India's solar build-out has run far ahead of the upstream chain that feeds it. Module assembly capacity is now measured in scores of gigawatts and cell capacity has grown under the PLI scheme, but polysilicon capacity remains around 2 GW, so almost every wafer that enters an Indian factory begins as imported material - overwhelmingly from China, which accounts for the large majority of global solar-grade polysilicon output. That single point of dependence means a price shock, an export restriction or a trade dispute upstream can stall the entire domestic manufacturing chain regardless of how much module capacity exists. The Secretary framed the 30 GW figure explicitly in those terms: a capacity of 30 GW and above would be appropriate for the Indian context to secure energy security and manufacturing resilience. The choice of a separate scheme rather than a larger PLI is also a policy signal. Production-linked incentives reward output after it is achieved, which suits assembly lines with short build cycles; polysilicon plants are capital-heavy, slow to commission and exposed to volatile international prices, so a bare production incentive has drawn limited interest. A purpose-built support mechanism can address capital cost and offtake risk at the point where the investment actually stalls.