News on GCL-Poly

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

Polysilicon EBITDA margins of OCI, Wacker and Daqo from Q1 2024 through Q1 2025

Polysilicon maker OCI returns to profit and overtakes Wacker

(comments: 0)

While the Malaysian manufacturer exceeded the EBITDA margin of its German competitor in the first quarter, Chinese producer Daqo struggled with the low polysilicon price on the domestic market.

Polysilicon spot prices from December 2024 through March 26, 2025

Why the polysilicon price has been cemented and can’t rise soon

(comments: 0)

The huge inventory mountain piled up by Chinese polysilicon manufacturers in 2024 is hardly carried off. This is why the polysilicon price has not risen despite a price rally downstream.

Polysilicon EBITDA margins of OCI, Daqo, Wacker and REC Silicon from Q4 2023 through Q4 2024

Wacker copes with polysilicon headwinds better than its peers

(comments: 0)

The German polysilicon manufacturer improved its EBITDA margin in the fourth quarter, whereas its competitors OCI, Daqo and REC Silicon struggled with various, partly self-induced problems.

Monthly PV installations in China in 2024 versus 2023, cumulated from January through December. Unit: 10,000 kW

China drives up annual PV installations to over 340 GW in 2024

(comments: 0)

The world’s largest solar market achieved a growth rate of 28% in2024. The usual year-end rally pushed new installations to 85 GW in December alone – as much as the USA and India installed together over the whole year.

A screenshot from a social media video shows officials covering the body of a worker killed by an explosion at the polysilicon plant of OCI Malaysia (OCIM) in May 2022

OCI today means Organized Corporate Irresponsibility – Opinion

(comments: 0)

The massive explosion at OCI’s polysilicon plant in Malaysia in August 2024 is only the culmination of a long accident series and result of an irresponsible management. A commenting analysis.

Potential failure causes of the explosion at the polysilicon plant of OCI Malaysia (OCIM) on August 14, 2024

The accident at OCIM’s polysilicon plant shouts for more safety

(comments: 0)

The severe explosion at the polysilicon plant of OCI Malaysia (OCIM) in August 2024, which cost two workers their lives, has revealed serious safety gaps. What an expert recommends for process safety.

REC Silicon’s fluidized bed reactor plant for granular polysilicon in Moses Lake, Washington (USA) at night

Has REC Silicon been taken hostage by its shareholder Hanwha?

(comments: 0)

After a massive investment, the U.S.-based manufacturer will shut down the production of granular polysilicon at its plant in Moses Lake, Washington. The decision raises some questions.

The ten most popular posts from Bernreuter Research on LinkedIn in 2024

The top 10 posts from Bernreuter Research on LinkedIn in 2024

(comments: 0)

The news about the severe accident that occurred at OCI Malaysia’s polysilicon plant last August is the number one among the top ten posts from Bernreuter Research on LinkedIn in 2024.

 

Polysilicon EBITDA margins of OCI Malaysia, Wacker, Daqo and REC Silicon from Q3 2023 through Q3 2024

OCI and Wacker feel weak demand due to US anti-dumping case

(comments: 0)

Market uncertainty weighs on the EBITDA margin of both polysilicon manufacturers, whereas Chinese competitor Daqo is still in the red since its average selling price remains below cash costs.

Key performance indicators of Tongwei, GCL Technology, Daqo New Energy and Xinte Energy in the first half of 2024

Top four polysilicon makers incur net losses in first half of 2024

(comments: 0)

The polysilicon price crash in China left its mark on the earnings of the world’s four largest polysilicon manufacturers Tongwei, GCL Technology, Daqo New Energy and Xinte Energy in the first half of 2024.

Tags