News on 2019

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

Longi’s capacity expansion plan 2018 - 2021

Longi accelerates expansion of mono wafer capacity to 65 GW

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China-based Longi, the world’s largest manufacturer of monocrystalline solar wafers, will more than double its capacity from 28 GW at the end of 2018 to 65 GW by the end of 2021.

Jiangsu Zhongneng’s polysilicon plant in Xuzhou, Jiangsu

GCL to close polysilicon plant in Jiangsu for new base in Sichuan

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Leading China-based polysilicon manufacturer GCL-Poly wants to replace its existing plant in Jiangsu province by a new 60,000-ton base in Leshan in the western province of Sichuan.

REC Silicon’s fluidized bed reactor polysilicon plant in Moses Lake, Washington at dusk

REC Silicon raises $20 million to bridge time until U.S.-China deal

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U.S.-based polysilicon manufacturer REC Silicon has raised $20 million through a private placement to contain liquidity until the U.S. strike a deal in the trade talks with China.

Shares of global polysilicon production capacity

Polysilicon maker REC Silicon “more or less without customers”

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U.S.-based REC Silicon is edging closer to shutting down its polysilicon plant in Moses Lake, Washington. The factory is currently running at 25% of its capacity.

OCI’s polysilicon plant in Gunsan, South Korea

OCI considers shifting polysilicon capacity from Korea to Malaysia

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The prospect of rising electricity prices has prompted polysilicon manufacturer OCI to consider shifting production capacity from its South Korean plant in Gunsan to its subsidiary in Malaysia.

Solar module from GCL System Integration Technology made of cast mono wafers

GCL-Poly to increase cast mono wafer capacity to 15 GW by 2020

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Leading China-based polysilicon and wafer manufacturer GCL-Poly will ramp up its production capacity for cast mono ingots and wafers to 15 GW by the first quarter of 2020.

Wacker’s integrated chemical factory in Burghausen, Bavaria

Credit Suisse: Wacker to be squeezed out by Chinese competition

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Analysts at Credit Suisse predict that “Wacker will remain a marginal producer of solar grade polysilicon near term and will be squeezed out by low cost Chinese production longer term.”

Monocrystalline solar wafers from Zhonghuan Semiconductor

Zhonghuan Semiconductor to expand its wafer capacity to 50 GW

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China-based Zhonghuan Semiconductor, the world’s second-largest manufacturer of monocrystalline solar wafers, will build a new factory with a capacity of 25 GW in Inner Mongolia.

Polysilicon EBITDA margins of Daqo, OCI, Wacker and REC Silicon from Q4 2017 through Q4 2018

The EBITDA difference of making polysilicon in or outside China

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While China-based polysilicon manufacturer Daqo reported another record low in production costs, the polysilicon division of market leader Wacker slid into the red with its EBITDA in the fourth quarter.

REC Silicon’s fluidized bed reactor polysilicon plant in Moses Lake, Washington at night

REC Silicon cancels plant shutdown, continues at 25% utilization

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U.S.-based polysilicon manufacturer REC Silicon has shelved its plan to shut down its fluidized bed reactor (FBR) polysilicon plant in Moses Lake, Washington for two months in March and April.