News on Malaysia

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

Wacker’s integrated chemical factory in Burghausen, Bavaria

Covid-19 impact hits polysilicon manufacturers Wacker and OCI

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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, operating income/loss and EBITDA of OCI’s Basic Chemical division (including polysilicon) from Q1 2019 through Q1 2020

After polysilicon plant shutdown, OCI narrows its operating loss

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South Korean chemicals group OCI reduced the operating loss of its Basic Chemical division, which features polysilicon as main product, by 61% in the first quarter after closing its factory in Gunsan in February.

Polysilicon EBITDA and Operating Margins of OCI and Wacker from Q1 2018 through Q4 2019

Opinion: OCI hoists white flag against Chinese state capitalism

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The Korean polysilicon manufacturer OCI abandons a market volume of 50,000 tons despite a competitive electricity rate for its plant in Malaysia. Johannes Bernreuter, Head of Bernreuter Research, comments on the decision.

OCI’s polysilicon plant in Gunsan, South Korea

OCI stops polysilicon production in Korea after hefty impairment

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The price pressure from low-cost Chinese plants forces OCI, the world’s third-largest polysilicon manufacturer, to stop producing solar-grade polysilicon at its factory in Gunsan, South Korea.

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

Non-Chinese polysilicon manufacturers return to negative EBITDA

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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).

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

Non-Chinese polysilicon producers swing back to positive EBITDA

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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

OCI considers shifting polysilicon capacity from Korea to Malaysia

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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.

Direct wafer factory of 1366 Technologies in Cyberjaya, Malaysia

1366 Technologies to ramp first direct wafer factory in Malaysia

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U.S.-based start-up 1366 Technologies is “near completion” of its first factory for wafers directly formed from molten silicon and expects to ramp it “no later than Q3 2019.”

OCI’s expansion of polysilicon production capacity

OCI hurt by low prices, enters semiconductor polysilicon business

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Although South Korean chemicals group OCI benefited from high demand for monocrystalline-grade polysilicon in the fourth quarter of 2018, its basic chemicals division was in red territory for the second quarter in a row.

Polysilicon EBITDA margins of OCI, Wacker and REC Silicon from Q3 2017 through Q3 2018

OCI considers shifting polysilicon capacity to semiconductor use

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After the EBITDA margin of its basic chemicals division, which includes polysilicon, tumbled to minus 2.0% in the third quarter of 2018, South Korean OCI mulls shifting part of its polysilicon capacity to semiconductor applications.