News on 2021

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

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.

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

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South Korean chemicals group OCI is considering expanding the capacity of its polysilicon plant in Malaysia to 95,000 tons, possibly fueled by demand for polysilicon untainted by forced labor in Xinjiang.

Representatives of East Hope Group and the Ningxia and Shizuishan governments signed cooperation and invest agreements for a cluster of projects in Shizuishan

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Out of four Xinjiang-based polysilicon manufacturers, East Hope is the third that has announced a new project outside the region linked to forced labor: a 250,000-ton factory in Shizuishan, Ningxia.

Workers manually crush silicon metal in the Jingang Circular Economy Industrial Park in Yili (also known as Ili) prefecture, Xinjiang, China

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A new research report from the Sheffield Hallam University in England uncovers so far unknown details about silicon metal, polysilicon and wafer manufacturers using forced labor in Xinjiang.