News on 2026

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

Trend of China’s PV installations from Q3 2025 through Q1 2026 year over year and versus 2023/2024

Hidden positive trend behind the weak solar demand in China

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Pessimistic views on China’s solar market development in 2026 are distorted by the anomaly of the exorbitant installation rally in 2025. A comparison with the installations in 2024 provides a better picture.

Polysilicon EBITDA margins of Wacker, OCI TerraSus and Daqo New Energy from Q4 2024 through Q4 2025

US trade case to make or break Wacker’s solar polysilicon unit

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The German manufacturer’s solar-grade polysilicon business hinges upon the outcome of the U.S. Section 232 investigation. Competitor OCI is more confident after a positive EBITDA in the fourth quarter.

Qinghai Lihao Qingneng Co., Ltd., polysilicon plant, main building, Nanchuan Industrial Park, Xining Economic and Technological Development Zone, Qinghai Province, China

Tongwei’s acquisition of Lihao promotes a polysilicon oligopoly

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The plan of polysilicon market leader Tongwei to acquire Qinghai Lihao, the fifth largest manufacturer, has advantages for both parties; however, it weakens the foundations for a perfect market.

China’s monthly PV installations in 2025 versus 2024

China’s solar market is more dynamic than doomsayers predict

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After annual solar installations in China reached another record in 2025, some observers paint a bleak outlook for the coming years. The doomsayers overlook the bigger, long-term picture, argues Johannes Bernreuter.

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