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 OCI, REC Silicon and Wacker from Q3 2018 through Q3 2019

(comments: 0)

Polysilicon makers OCI, REC Silicon and Wacker all landed in red territory in the third quarter. Operating EBITDA margins ranged from -3.4% (OCI) to -9.3% (REC Silicon) to -13.3% (Wacker).

Wacker’s U.S. polysilicon plant in Charleston, Tennessee

(comments: 0)

Record-low polysilicon prices and inventory valuation adjustments pushed the operating EBITDA margin of Wacker’s polysilicon division to minus 13.3% in the third quarter.

Xinte Energy’s polysilicon plant in Urumqi, Xinjiang with sunflowers in the foreground

(comments: 0)

Xinte Energy, the second-largest polysilicon manufacturer in China, has issued a profit warning, “mainly due to the significant fall of the sales price of polysilicon.”

REC Silicon’s silane/polysilicon plant in Butte, Montana

(comments: 0)

REC Silicon has announced considerations to sell its second plant, located in Butte in the U.S. state of Montana, which produces silane and electronic-grade polysilicon for the semiconductor industry.

Polysilicon sales contracts of Daqo

(comments: 0)

Daqo, China’s third-largest polysilicon manufacturer has signed a new two-year sales contract with JinkoSolar, the world’s largest solar module supplier, for the delivery of up to 36,000 tons of polysilicon in 2020 and 2021.

Monocrystalline solar wafers from Longi Green Energy Technology

(comments: 0)

Longi, the leading manufacturer of monocrystalline solar wafers, will accelerate the expansion of its production capacity, thus reaching its target of 65 GW already by the end of 2020, one year ahead of schedule.

Polysilicon chunks from Wacker

(comments: 0)

Johannes Bernreuter, head of Bernreuter Research, explains to pv magazine why the record-low polysilicon spot price of US$8 per kg should not be overinterpreted and what to expect next.

Polysilicon EBITDA margins of Daqo, OCI, Wacker and REC Silicon from Q2 2018 through Q2 2019

(comments: 0)

Daqo New Energy, one of the leading low-cost polysilicon manufacturers in China, recorded significantly lower earnings in the second quarter; the EBITDA margin fell from 24.6% to 15.5%.

Longi’s polysilicon supply contract with Daqo

(comments: 0)

Daqo, China’s third-largest polysilicon maker, has signed a new contract with leading monocrystalline wafer producer Longi for the supply of 112,800 tons of polysilicon from 2020 through 2020.

Polysilicon EBITDA margins of OCI, Wacker and REC Silicon from Q2 2018 through Q2 2019

(comments: 0)

Polysilicon makers OCI, Wacker and REC Silicon all returned to black EBITDA figures in the second quarter. The margins ranged from 6.8% (OCI) to 3.4% (Wacker) to 1.1% (REC Silicon).