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.

Polysilicon plant of Tongwei’s subsidiary Sichuan Yongxiang Polysilicon in Leshan, Sichuan province, China

Flood stops Tongwei – Daqo and GCL heading back to normal

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While the polysilicon plant of Tongwei’s subsidiary Sichuan Yongxiang Polysilicon was temporarily shut down due to a flood alert, Daqo New Energy and GCL-Poly are aiming to resume production after accidents.

Distillation columns of GCL-Poly’s polysilicon plant in Xinjiang

After the explosion at GCL: Why a safety program is necessary

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Chlorosilanes expert Alan Crawford argues for concerted action after four similar incidents have occurred at the Chinese polysilicon plants of Daqo, GCL-Poly, East Hope and Tongwei.

GCL-Poly’s polysilicon plant in Xinjiang

Lessons from the polysilicon plant accidents at Daqo and GCL

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Within just three weeks, two Chinese polysilicon manufacturers have experienced accidents at their factories. The Chinese polysilicon industry should learn its lesson from the fire at Daqo and the explosions at GCL.

Hemlock Semiconductor’s polysilicon plant in Hemlock, Michigan (USA)

More job cuts at U.S. polysilicon maker Hemlock Semiconductor

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U.S.-based polysilicon manufacturer Hemlock Semiconductor Corporation will lay off 50 employees, the company announced internally on June 18.

Daqo New Energy’s polysilicon plant in Shihezi, Xinjiang Uygur Autonomous Region, China

Daqo subsidiary prepares for listing on Shanghai Stock Exchange

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Daqo New Energy (NYSE: DQ) is planning to float its China-based polysilicon subsidiary on the Science and Technology Innovation Board of the Shanghai Stock Exchange “within the next two years.”

Polysilicon EBITDA margins of Daqo, OCI, REC Silicon and Wacker from Q1 2019 through Q1 2020

Daqo achieves cash costs of $5/kg on record polysilicon output

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Defying Covid-19-related constraints, China-based polysilicon manufacturer Daqo New Energy achieved a record output of 19,777 tons and reduced its cash production costs to $5/kg in the first quarter.

REC Silicon defers sale of Butte plant, keeps Moses Lake closed

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In the wake of the Covid-19 pandemic, U.S.-based polysilicon manufacturer REC Silicon has deferred the sale of its electronic-grade plant in Butte. Its solar-grade plant in Moses Lake remains closed.

Polysilicon production volumes of the Chinese top 4 manufacturers (Tongwei, GCL-Poly, Daqo, Xinte) in 2019

Do Chinese associations overstate domestic polysilicon output?

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The 2019 results of the four largest China-based polysilicon manufacturers – Tongwei, GCL-Poly, Daqo and Xinte – reveal enormous discrepancies with numbers published by Chinese industry bodies.

Tongwei’s annual polysilicon production capacities from 2016 through 2021

Tongwei poised to become the world’s largest polysilicon maker

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China-based polysilicon and solar cell manufacturer Tongwei will increase its production capacity from 80,000 to 155,000 tons by late 2021, thus becoming the world market leader.

EBITDA of Wacker’s polysilicon division from 2007 through 2019

Wacker believes in polysilicon business despite likely loss in 2020

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Although expecting a further loss for its polysilicon division in 2020 on par with that in 2019, management of German chemicals group Wacker has expressed confidence in the polysilicon business.

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