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.

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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