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.

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

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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

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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

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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.

Arabinda Ghosh (left), designated Chairman and CEO of Hemlock Semiconductor, and Ken Collins, site leader of Wacker Chemical Corporation’s polysilicon and pyrogenic silica plants in Charleston, Tennessee

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Ken Collins is new site leader of Wacker’s polysilicon plant in Charleston, Tennessee while Arabinda Ghosh will follow Mark Bassett as CEO of competitor Hemlock Semiconductor at year’s end.

Chairman Mukesh Ambani at the annual general meeting of Reliance Industries Limited on June 24, 2021

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Reliance, Adani and two other bidders are each proposing a 4 GW solar factory that is fully integrated from polysilicon production through wafer, solar cell and module manufacturing in India.

Session on polysilicon and wafer supply at the PV CellTech online conference on August 26, 2021

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On August 26, the second day of the PV CellTech 2021 online conference will feature an in-depth discussion with polysilicon expert Johannes Bernreuter, Head of Bernreuter Research, on key market issues.

Polysilicon EBITDA margins of Daqo, OCI, Wacker and REC Silicon from Q2 2020 through Q2 2021

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While non-Chinese polysilicon manufacturers OCI and Wacker enjoy high margins, Xinjiang-based Daqo New Energy has already announced the next major expansion to 270,000 tons in China by the end of 2024.

New polysilicon production capacities (in metric tons) in 2022

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The current polysilicon shortage has triggered so many new Chinese projects with a total capacity of more than one million tons that the industry will again face oversupply in the coming years.

A couple recruited through a labor transfer program is sitting in a bunk room at a facility of Hoshine Silicon Industry Co., Ltd.

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The Withhold Release Order of the U.S. customs against Xinjiang-based silicon metal producer Hoshine puts pressure on polysilicon manufacturers as most of them are sourcing from Hoshine.

Price changes in the solar value chain (polysilicon, wafer, cell, module) from January through May 2021

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After the polysilicon spot price has skyrocketed by almost 160% from US$11/kg in early 2021 to $28.50/kg now, there are first signs that the price rally will slow down.

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