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 plant of OCI in Bintulu, a coastal city in the state of Sarawak, Malaysia

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South Korean chemicals group OCI is considering expanding the capacity of its polysilicon plant in Malaysia to 95,000 tons, possibly fueled by demand for polysilicon untainted by forced labor in Xinjiang.

Representatives of East Hope Group and the Ningxia and Shizuishan governments signed cooperation and invest agreements for a cluster of projects in Shizuishan

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Out of four Xinjiang-based polysilicon manufacturers, East Hope is the third that has announced a new project outside the region linked to forced labor: a 250,000-ton factory in Shizuishan, Ningxia.

Workers manually crush silicon metal in the Jingang Circular Economy Industrial Park in Yili (also known as Ili) prefecture, Xinjiang, China

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A new research report from the Sheffield Hallam University in England uncovers so far unknown details about silicon metal, polysilicon and wafer manufacturers using forced labor in Xinjiang.

Polysilicon plant of Inner Mongolia Tongwei in Baotou, Inner Mongolia, China

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Leading Chinese polysilicon manufacturers Tongwei and Xinte Energy are boosting the capacity of their production facilities through upgrades and debottlenecking by 50,000 metric tons in total.

Price changes in the solar value chain (polysilicon, wafer, cell, module) in the first quarter of 2021

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In the first quarter, the spot price for solar-grade polysilicon soared by nearly 50% – from US$11 to more than $16 per kg. Solar cell manufacturers played a key role in the price rally.

Technology Park of ASPI Group at the Port of Moses Lake, Washington, USA, where Violet Power is planning to build a solar panel factory

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The decision of U.S.-based polysilicon manufacturer REC Silicon to terminate the partnership with Violet Power confirms doubts about the viability of the plans announced by the solar panel start-up.

Polysilicon EBITDA margins of Daqo, OCI, Wacker and REC Silicon from Q4 2019 through Q4 2020

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The strong rise of polysilicon prices since mid-2020 has led the results of non-Chinese manufacturers Wacker and OCI back into positive territory. EBITDA in the second half improved significantly.

Daqo New Energy’s polysilicon plant in Shihezi, Xinjiang, with electricity grid operated by the Xinjiang Production and Construction Corps (XPCC), a promoter of forced labor

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The western solar industry will likely be able to cut its ties to forced labor at polysilicon and wafer producers in Xinjiang. But establishing an alternative, complete supply chain is a monumental task.

Impurity concentrations of granular polysilicon from MEMC Pasadena, GCL-Poly and TianREC compared to the PV17 standard on virgin polysilicon for PV applications from Semiconductor Equipment and Materials International (SEMI)

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The granular product from the fluidized bed reactor facility of GCL’s polysilicon subsidiary Jiangsu Zhongneng does not show unusual metal and carbon concentrations. What strikes is the very low hydrogen content.

Groundbreaking ceremony for a 100,000-ton fluidized bed reactor (FBR) plant of GCL-Poly in Leshan, Sichuan province, China on October 18, 2020

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China-based polysilicon manufacturers outdo each other with ever bigger capacity announcements. What appears like a bodybuilder competition has a serious background: accelerating PV growth.

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