News on GCL

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

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.

Polysilicon supply contracts of Longi Green Energy Technology and Zhonghuan Semiconductor

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Longi Green Energy Technology and Zhonghuan Semiconductor, the world’s two largest makers of monocrystalline solar wafers, have closed major supply contracts with GCL’s polysilicon subsidiary Jiangsu Zhongneng.

The ten most popular posts from Bernreuter Research on LinkedIn in 2020

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“Bad news is good news” – this saying was true for the ten most popular posts from Bernreuter Research on LinkedIn in 2020. Number 1, 3 and 6 in our top ten list dealt with accidents in the polysilicon industry.

Representatives of GCL-Poly Energy Holdings and its subsidiary Jiangsu Zhongneng celebrate the official launch of the 54,000-ton fluidized bed reactor (FBR) project for granular polysilicon in Xuzhou, Jiangsu province, China on September 8, 2020

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Jiangsu Zhongneng Polysilicon, a subsidiary of GCL-Poly Energy Holdings, will increase its fluidized bed reactor (FBR) capacity for granular polysilicon to 54,000 tons by the end of 2021.

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

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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

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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

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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.

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

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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.

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