Polysilicon News

News on suppliers, market trends and technology innovations in polysilicon and wafer production is selected, assessed and written for you by Bernreuter Research.

Polysilicon EBITDA margins of Daqo, Wacker, OCI and REC Silicon from Q1 2021 through Q1 2022

Mixed trends in polysilicon manufacturers’ first-quarter results

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While Chinese polysilicon manufacturer Daqo was able to stabilize its profit margin in the first quarter, non-Chinese competitors Wacker and OCI saw their earnings decline in the wake of rising costs.

Polysilicon EBITDA margins of Daqo, Wacker, OCI and REC Silicon from Q4 2020 through Q4 2021

Daqo feels the silicon metal price spike in its Q4 2021 results

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While polysilicon manufacturers Wacker and OCI successfully defied the spike of the silicon metal price in the fourth quarter, their Chinese competitor Daqo New Energy felt the impact in its earnings.

Polysilicon plant of OCI in Bintulu, a coastal city in the state of Sarawak, Malaysia

OCI planning to expand its polysilicon capacity by 35,000 tons

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Polysilicon manufacturer OCI is getting closer to a decision to increase the capacity of its plant in Malaysia by 30,000 to 40,000 tons. In 2024 the plant would then have a total capacity of 65,000 to 75,000 tons.

Polysilicon imports into China from 2017 through 2021

Polysilicon imports into China climbed to 114,000 tons in 2021

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After a steep drop in 2020, polysilicon imports into China recovered somewhat in 2021. According to Chinese customs statistics, imports grew to 114,203 metric tons, an increase of 13.3% year over year.

The ten most popular posts from Bernreuter Research on LinkedIn in 2021

The top 10 posts from Bernreuter Research on LinkedIn in 2021

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New entrants in China, the FBR project of GCL and news on non-Chinese polysilicon manufacturers are the most popular themes among the top ten posts from Bernreuter Research on LinkedIn in 2021.

Curve of the polysilicon spot price in 2021

First rays of light at the end of the polysilicon high-price tunnel

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After a massive price surge during 2021, signs are piling up that the polysilicon price is about to come down from its high level of US$36/kg. But a new price increase could follow in 2022.

Chemical factory of Hanwha Solutions

Hanwha invests in REC Silicon – “First step to US value chain”

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The US$160 million investment of Hanwha Solutions, the world’s sixth largest solar module supplier, in U.S. polysilicon maker REC Silicon only makes sense with new wafer production capacity.

Xinte Energy’s polysilicon plant in Urumqi, Xinjiang region, China

Xinte responds to silicon metal price spike with captive smelter

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Chinese transformer maker TBEA will build a 200,000-ton silicon metal factory in Inner Mongolia by the end of 2022 in order to secure the feedstock for its polysilicon subsidiary Xinte Energy.

Polysilicon EBITDA margins of Daqo, Wacker, OCI and REC Silicon from Q3 2020 through Q3 2021

Increase of polysilicon EBITDA margins slowing at a high level

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Polysilicon manufacturers Daqo, Wacker and OCI compensate the price spike of silicon metal feedstock and still increase their high margins, driven by strong demand in the third quarter.

Granular polysilicon from the fluidized bed reactor plant of Jiangsu Zhongneng, a subsidiary of GCL-Poly Energy Holdings

Expansion of GCL-Poly’s granular polysilicon capacity delayed

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Jiangsu Zhongneng, a subsidiary of GCL-Poly, is behind schedule with expanding its fluidized bed reactor capacity for granular polysilicon in Xuzhou, but the existing plant is running at full speed.

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