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.

Hall with Siemens reactors for chemical vapor deposition (CVD) of silicon at Daqo’s polysilicon plant in Shihezi, Xinjiang

Longi secures additional polysilicon through contract with Daqo

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After closing a supply contract with South Korean polysilicon maker OCI in early February, leading monocrystalline wafer manufacturer Longi has signed a contract with Chinese producer Daqo.

Factory of Solarworld in Arnstadt, Thuringia

Solarworld files for insolvency for the second time in ten months

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Only seven and a half months after emerging from insolvency proceedings in August 2017, German PV module producer Solarworld Industries GmbH has filed for insolvency again.

Xinte Energy’s polysilicon plant in Urumqi, Xinjiang with sunflowers in the foreground

Xinte to expand capacity of its polysilicon plant by 36,000 tons

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The massive expansion wave in the Chinese polysilicon industry continues: Xinte Energy, China’s second-largest polysilicon manufacturer, will expand the capacity of its existing plant in Xinjiang by 36,000 metric tons.

Monthly polysilicon imports into China from February 2017 through January 2018

Growing mono wafer makers fuel polysilicon imports into China

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After the low in December, polysilicon imports into China surprisingly surged to an unusually large volume of 16,261 metric tons in January, an increase of 29.7% month over month.

Wacker’s U.S. polysilicon plant in Charleston, Tennessee

Bernreuter expects 120 GW PV market, no polysilicon glut in 2018

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Bernreuter Research expects a 120 GW PV market in 2018, with approximately 65 GW of new installations in China, and no polysilicon oversupply.

REC Silicon’s Q4 2017 update on FBR joint venture in Yulin

REC Silicon’s FBR joint venture is late, expects 8,000 tons in 2018

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After starting to ramp up in December 2017, TianREC, the Chinese joint venture of U.S. polysilicon producer REC Silicon with Shaanxi Non-Ferrous Tianhong New Energy, is now planning to reach its full capacity by the end of 2018.

Monthly polysilicon imports into China from January through December 2017

China’s polysilicon imports drop in December, ahead of spot price

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After a short recovery in November, polysilicon imports into China fell back to 12,534 metric tons in December, a decrease of 16% month over month.

Shares of main polysilicon importers in China 2012 through 2017

Section 201 trade case: New hope for Hemlock and REC Silicon?

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Employees of the U.S.-based polysilicon manufacturers Hemlock Semiconductor and REC Silicon have urged U.S. President Trump in two letters to seek a solution for the U.S. polysilicon industry in the trade conflict with China.

PV system in China

No year-end PV rally in China: Installations come in at 52.8 GW

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According to data from China’s New Energy Administration, grid connections of domestic PV systems reached 52.83 GW in 2017.

Daqo New Energy's CEO Gongda Yao

Daqo New Energy’s CEO Gongda Yao leaves the company

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Chinese polysilicon and wafer producer Daqo New Energy Corp. has announced that Dr. Gongda Yao (59) will step down as its Chief Executive Officer with immediate effect for personal reasons.

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