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.

Hemlock Semiconductor’s polysilicon plant in Hemlock, Michigan (USA)

More job cuts at U.S. polysilicon maker Hemlock Semiconductor

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U.S.-based polysilicon manufacturer Hemlock Semiconductor Corporation will lay off 50 employees, the company announced internally on June 18.

Daqo New Energy’s polysilicon plant in Shihezi, Xinjiang Uygur Autonomous Region, China

Daqo subsidiary prepares for listing on Shanghai Stock Exchange

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Daqo New Energy (NYSE: DQ) is planning to float its China-based polysilicon subsidiary on the Science and Technology Innovation Board of the Shanghai Stock Exchange “within the next two years.”

Construction site of Ferrosolar’s 1,400-ton plant for upgraded metallurgical-grade (UMG) silicon in Puertollano, Ciudad Real province, Castile-La Mancha autonomous region, Spain

Aurinka is aiming for UMG silicon, not wafer production in Spain

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In a joint venture with Ferroglobe, Spanish Arinka PV Group intends to start production of upgraded metallurgical-grade (UMG) silicon in Puertollano – not of wafers, as pv magazine has reported.

Polysilicon EBITDA margins of Daqo, OCI, REC Silicon and Wacker from Q1 2019 through Q1 2020

Daqo achieves cash costs of $5/kg on record polysilicon output

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Defying Covid-19-related constraints, China-based polysilicon manufacturer Daqo New Energy achieved a record output of 19,777 tons and reduced its cash production costs to $5/kg in the first quarter.

REC Silicon defers sale of Butte plant, keeps Moses Lake closed

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In the wake of the Covid-19 pandemic, U.S.-based polysilicon manufacturer REC Silicon has deferred the sale of its electronic-grade plant in Butte. Its solar-grade plant in Moses Lake remains closed.

Sales, EBITDA and Capex of Wacker’s polysilicon division in Q1 2020 versus Q4 2019 and Q1 2019

Wacker starts short-time work at its German polysilicon plants

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In response to slumping demand for solar-grade polysilicon in the wake of the Covid-19 pandemic, chemicals group Wacker has reduced the utilization rate of its German polysilicon plants to 70%.

Sales, operating income/loss and EBITDA of OCI’s Basic Chemical division (including polysilicon) from Q1 2019 through Q1 2020

After polysilicon plant shutdown, OCI narrows its operating loss

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South Korean chemicals group OCI reduced the operating loss of its Basic Chemical division, which features polysilicon as main product, by 61% in the first quarter after closing its factory in Gunsan in February.

Polysilicon production volumes of the Chinese top 4 manufacturers (Tongwei, GCL-Poly, Daqo, Xinte) in 2019

Do Chinese associations overstate domestic polysilicon output?

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The 2019 results of the four largest China-based polysilicon manufacturers – Tongwei, GCL-Poly, Daqo and Xinte – reveal enormous discrepancies with numbers published by Chinese industry bodies.

Tongwei’s annual polysilicon production capacities from 2016 through 2021

Tongwei poised to become the world’s largest polysilicon maker

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China-based polysilicon and solar cell manufacturer Tongwei will increase its production capacity from 80,000 to 155,000 tons by late 2021, thus becoming the world market leader.

EBITDA of Wacker’s polysilicon division from 2007 through 2019

Wacker believes in polysilicon business despite likely loss in 2020

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Although expecting a further loss for its polysilicon division in 2020 on par with that in 2019, management of German chemicals group Wacker has expressed confidence in the polysilicon business.

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