News on 2023

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

Factory building of Norwegian Crystals ASA in Glomfjord, Norway

Insolvency of Norwegian Crystals is a blow to PV supply in EU

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The bankruptcy of monocrystalline silicon ingot manufacturer Norwegian Crystals is bad news for rebuilding the supply chain of the PV industry in Europe.

Polysilicon EBITDA margins of Daqo, OCI, Wacker and REC Silicon from Q2 2022 through Q2 2023

After polysilicon price crash: Daqo loses its margin lead to OCI

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The polysilicon price crash in China seriously impacted the earnings of Daqo in the second quarter. The Chinese manufacturer lost its lead to OCI, which benefited from the higher price of non-Chinese polysilicon.

Workers crush silicon metal in the Jingang Circular Economy Industrial Park in Yili prefecture, Xinjiang. China

New report: These solar modules are tainted by forced labor

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The top Chinese solar module producers have created separate supply chains to comply with the U.S. ban on products from Xinjiang. This strategy, however, is gappy, a new research report reveals.

Polysilicon price trend 2023 versus 2011

The crash of the polysilicon price was merely a matter of time

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After the crash below US$10 per kg, the global polysilicon price has not yet reached its bottom. This lies below US$7 per kg – the cash cost level of the last producer needed to satisfy demand.

Polysilicon EBITDA margins of Daqo, OCI, Wacker and REC Silicon from Q1 2022 through Q1 2023

Polysilicon margins have started to descend from their peak

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Weak demand and declining prices left first marks on the results of polysilicon manufacturers, such as Daqo, OCI and Wacker, in the first quarter; earnings have started to descend from their peak.

U.S. customs statistics on quarterly detained shipments from the electronics industry (solar modules) under the Uyghur Forced Labor Prevention Act from June 2022 through February 2023

U.S. customs detained more than 2 GW of solar panels in 2022

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Under the Uyghur Forced Labor Prevention Act, the U.S. Customs and Border Protection agency has released 41% of all detained solar modules since June 2022; only 0.8% have been denied.

Polysilicon EBITDA margins of Daqo, OCI, Wacker and REC Silicon from Q4 2021 through Q4 2022

The time of sky-high polysilicon margins is drawing to a close

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2022 was another fat year for the polysilicon manufacturers Daqo, OCI and Wacker, but the fourth quarter will have been the last one with sky-high profit margins for a long time.

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

OCI firms up 42,500-ton polysilicon capacity expansion by 2027

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South Korean chemicals group OCI will implement its plan to increase production capacities for both solar-grade and electronic-grade polysilicon later than originally envisaged.

Curves of the global polysilicon price average from January 2022 through the first week of January 2023 (dark blue) and from January 2021 through the first week of January 2022 (pink)

Polysilicon price slump accelerates, but will not last very long

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Since the last week of December 2022, the slump of the polysilicon price has accelerated drastically; however, there are good arguments that the price collapse will soon come to a halt.

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