News on China

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

Wafer production capacities in and outside China 2023/2024

Why wafers are the Achilles’ heel of a non-Chinese supply chain

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No other link of the solar supply chain is more dominated by China than the production of silicon ingots and wafers. There are reasons why non-Chinese wafer plants will hardly flourish anytime soon.

Polysilicon EBITDA margins of OCI Malaysia, Daqo, Wacker and REC Silicon from Q1 2023 through Q1 2024

Wacker is approaching the margin of Chinese competitor Daqo

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After the polysilicon price in China has fallen even below the cash costs of Daqo, its German competitor Wacker could soon outstrip the EBITDA margin of the Chinese polysilicon manufacturer.

Chart of the top ten PV markets in 2023, forecast contained in the Polysilicon Market Outlook 2027

China saves its solar industry with installation record of 260 GW

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China’s solar market once again served as a backstop for the domestic photovoltaic (PV) industry, which has built up massive overcapacity. The country set up a new installation record of 260 GW (DC) in 2023.

Monthly polysilicon price average from October 2011 through December 2023

Why the pork cycle has returned to the polysilicon market

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A period of weak demand until 2020 laid the ground for a polysilicon shortage that has triggered excessive capacity expansion in China. Now overcapacity provokes the next shakeout.

Polysilicon price trend 2023 versus 2011

Polysilicon price decline in 2023 vs. 2011 – an amazing parallel

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The comparison between the polysilicon price developments in 2023 and 2011 is the most precise forecast Bernreuter Research has ever made. As it has turned out, the price dropped by 66% in both years.

The ten most popular posts from Bernreuter Research on LinkedIn in 2023

The top 10 posts from Bernreuter Research on LinkedIn in 2023

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The announcement of its new market report, The Polysilicon Market Outlook 2027, is the most popular among the top ten posts from Bernreuter Research on LinkedIn in 2023.

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.

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