News on 2025

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

Polysilicon EBITDA margins of OCI, Wacker and Daqo from Q1 2024 through Q1 2025

Polysilicon maker OCI returns to profit and overtakes Wacker

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While the Malaysian manufacturer exceeded the EBITDA margin of its German competitor in the first quarter, Chinese producer Daqo struggled with the low polysilicon price on the domestic market.

Polysilicon spot prices from December 2024 through March 26, 2025

Why the polysilicon price has been cemented and can’t rise soon

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The huge inventory mountain piled up by Chinese polysilicon manufacturers in 2024 is hardly carried off. This is why the polysilicon price has not risen despite a price rally downstream.

Monthly PV installations in China in 2024 versus 2023, cumulated from January through December. Unit: 10,000 kW

China drives up annual PV installations to over 340 GW in 2024

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The world’s largest solar market achieved a growth rate of 28% in2024. The usual year-end rally pushed new installations to 85 GW in December alone – as much as the USA and India installed together over the whole year.

A screenshot from a social media video shows officials covering the body of a worker killed by an explosion at the polysilicon plant of OCI Malaysia (OCIM) in May 2022

OCI today means Organized Corporate Irresponsibility – Opinion

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The massive explosion at OCI’s polysilicon plant in Malaysia in August 2024 is only the culmination of a long accident series and result of an irresponsible management. A commenting analysis.

Potential failure causes of the explosion at the polysilicon plant of OCI Malaysia (OCIM) on August 14, 2024

The accident at OCIM’s polysilicon plant shouts for more safety

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The severe explosion at the polysilicon plant of OCI Malaysia (OCIM) in August 2024, which cost two workers their lives, has revealed serious safety gaps. What an expert recommends for process safety.

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