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.

Daqo New Energy’s polysilicon plant in Shihezi, Xinjiang, with electricity grid operated by the Xinjiang Production and Construction Corps (XPCC), a promoter of forced labor

Opinion: Creating an alternative PV supply chain is no cakewalk

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The western solar industry will likely be able to cut its ties to forced labor at polysilicon and wafer producers in Xinjiang. But establishing an alternative, complete supply chain is a monumental task.

Impurity concentrations of granular polysilicon from MEMC Pasadena, GCL-Poly and TianREC compared to the PV17 standard on virgin polysilicon for PV applications from Semiconductor Equipment and Materials International (SEMI)

What do the impurity data of GCL’s granular polysilicon mean?

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The granular product from the fluidized bed reactor facility of GCL’s polysilicon subsidiary Jiangsu Zhongneng does not show unusual metal and carbon concentrations. What strikes is the very low hydrogen content.

Groundbreaking ceremony for a 100,000-ton fluidized bed reactor (FBR) plant of GCL-Poly in Leshan, Sichuan province, China on October 18, 2020

Opinion: Chinese polysilicon makers are posing their muscles

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China-based polysilicon manufacturers outdo each other with ever bigger capacity announcements. What appears like a bodybuilder competition has a serious background: accelerating PV growth.

Fluidized bed reactor (FBR) polysilicon plant of TianREC, the Chinese joint venture of REC Silicon, in Yulin, Shaanxi province, China

REC Silicon writes down China joint-venture investment to zero

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Low utilization rates and continuing losses of its granular polysilicon joint venture TianREC in Yulin in the Chinese province of Shaanxi have led REC Silicon to write down its investment to zero.

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

OCI’s polysilicon business mainly depends on customer Longi

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OCI’s Malaysian polysilicon subsidiary has signed a three-year supply contract with Longi, the world’s largest solar wafer maker. The volume of 77,700 tons will fill OCI’s production capacity for the most part.

Polysilicon plant of Xinte Energy in Urumqi, Xinjiang region, China

Xinte planning 200,000-ton polysilicon plant in Inner Mongolia

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Xinjiang-based polysilicon manufacturer Xinte Energy has announced plans to build a 200,000-ton plant in Baotou, Inner Mongolia, with construction of the first 100,000-ton phase starting in 2021.

Polysilicon supply contracts of Longi Green Energy Technology and Zhonghuan Semiconductor

Longi and Zhonghuan secure granular polysilicon from GCL

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Longi Green Energy Technology and Zhonghuan Semiconductor, the world’s two largest makers of monocrystalline solar wafers, have closed major supply contracts with GCL’s polysilicon subsidiary Jiangsu Zhongneng.

Polysilicon sales contracts of Xinte Energy from 2021 through 2025

Xinte’s polysilicon sales contracts point to further expansion

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China-based polysilicon manufacturer Xinte Energy has to increase its production capacity by 2023 in order to fulfill its three new five-year sales contracts with JA Solar, Longi and Wuxi Shangji.

Weekly polysilicon spot price indices of PVinsights and EnergyTrend in 2019 and 2020

Has PVinsights’ polysilicon spot price index overcome its bias?

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The weekly polysilicon spot price average provided by Taiwanese market researcher PVinsights has shown a bias towards low-price multi-grade polysilicon since 2019, but this seems to change now.

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