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.

REC Silicon’s fluidized bed reactor polysilicon plant in Moses Lake, Washington at night

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While trade negotiations between the USA and China have stalled, polysilicon manufacturer REC Silicon puts its last hope in talks between the two rivals at the G20 summit in Osaka, Japan.

Monocrystalline solar wafers from Zhonghuan Semiconductor

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China-based Zhonghuan Semiconductor, the world’s second-largest manufacturer of monocrystalline solar wafers, has confirmed earlier plans to increase its production capacity by 25 GW to 55 GW.

Polysilicon EBITDA margins of Daqo, OCI, Wacker and REC Silicon from Q1 2018 through Q1 2019

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With record-low production costs and a positive EBITDA margin of 24.6%, China-based polysilicon manufacturer Daqo New Energy defied the low polysilicon prices in the first quarter.

Longi’s capacity expansion plan 2018 - 2021

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China-based Longi, the world’s largest manufacturer of monocrystalline solar wafers, will more than double its capacity from 28 GW at the end of 2018 to 65 GW by the end of 2021.

Jiangsu Zhongneng’s polysilicon plant in Xuzhou, Jiangsu

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Leading China-based polysilicon manufacturer GCL-Poly wants to replace its existing plant in Jiangsu province by a new 60,000-ton base in Leshan in the western province of Sichuan.

REC Silicon’s fluidized bed reactor polysilicon plant in Moses Lake, Washington at dusk

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U.S.-based polysilicon manufacturer REC Silicon has raised $20 million through a private placement to contain liquidity until the U.S. strike a deal in the trade talks with China.

Shares of global polysilicon production capacity

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U.S.-based REC Silicon is edging closer to shutting down its polysilicon plant in Moses Lake, Washington. The factory is currently running at 25% of its capacity.

OCI’s polysilicon plant in Gunsan, South Korea

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The prospect of rising electricity prices has prompted polysilicon manufacturer OCI to consider shifting production capacity from its South Korean plant in Gunsan to its subsidiary in Malaysia.

Solar module from GCL System Integration Technology made of cast mono wafers

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Leading China-based polysilicon and wafer manufacturer GCL-Poly will ramp up its production capacity for cast mono ingots and wafers to 15 GW by the first quarter of 2020.

Wacker’s integrated chemical factory in Burghausen, Bavaria

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Analysts at Credit Suisse predict that “Wacker will remain a marginal producer of solar grade polysilicon near term and will be squeezed out by low cost Chinese production longer term.”

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