News on Germany

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 Daqo, OCI, Wacker and REC Silicon from Q2 2020 through Q2 2021

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While non-Chinese polysilicon manufacturers OCI and Wacker enjoy high margins, Xinjiang-based Daqo New Energy has already announced the next major expansion to 270,000 tons in China by the end of 2024.

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.

Wacker’s integrated chemical factory in Burghausen, Bavaria

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Strongly reduced demand for solar-grade polysilicon due to the Covid-19 pandemic and lower prices have left their mark in the financial figures of Wacker and OCI for the second quarter.

Sales, EBITDA and Capex of Wacker’s polysilicon division in Q1 2020 versus Q4 2019 and Q1 2019

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In response to slumping demand for solar-grade polysilicon in the wake of the Covid-19 pandemic, chemicals group Wacker has reduced the utilization rate of its German polysilicon plants to 70%.

Polysilicon EBITDA margins of OCI, REC Silicon and Wacker from Q3 2018 through Q3 2019

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Polysilicon makers OCI, REC Silicon and Wacker all landed in red territory in the third quarter. Operating EBITDA margins ranged from -3.4% (OCI) to -9.3% (REC Silicon) to -13.3% (Wacker).

Wacker’s U.S. polysilicon plant in Charleston, Tennessee

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Record-low polysilicon prices and inventory valuation adjustments pushed the operating EBITDA margin of Wacker’s polysilicon division to minus 13.3% in the third quarter.

Polysilicon EBITDA margins of OCI, Wacker and REC Silicon from Q2 2018 through Q2 2019

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Polysilicon makers OCI, Wacker and REC Silicon all returned to black EBITDA figures in the second quarter. The margins ranged from 6.8% (OCI) to 3.4% (Wacker) to 1.1% (REC Silicon).

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.

Polysilicon EBITDA margins of Daqo, OCI, Wacker and REC Silicon from Q4 2017 through Q4 2018

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While China-based polysilicon manufacturer Daqo reported another record low in production costs, the polysilicon division of market leader Wacker slid into the red with its EBITDA in the fourth quarter.

Headquarters of Yingli Green Energy (Yingli Solar) in Baoding, Hebei province

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Cash-strapped Chinese integrated solar module producer Yingli Green Energy has successfully negotiated new terms for its polysilicon long-term contracts with German supplier Wacker Chemie AG.

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