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.

OCI’s polysilicon plant in Gunsan, South Korea

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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

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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

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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.

Direct wafer factory of 1366 Technologies in Cyberjaya, 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

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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

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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.

OCI’s expansion plan for polysilicon production capacity

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Korean polysilicon producer OCI will revamp the dormant PS-1 plant of its Malaysian subsidiary by the end of 2018, thus expanding its annual production capacity by 10,000 metric tons.

Hall with Siemens reactors for chemical vapor deposition (CVD) of silicon at Daqo’s polysilicon plant in Shihezi, Xinjiang

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After closing a supply contract with South Korean polysilicon maker OCI in early February, leading monocrystalline wafer manufacturer Longi has signed a contract with Chinese producer Daqo.

Monthly polysilicon imports into China from February 2017 through January 2018

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After the low in December, polysilicon imports into China surprisingly surged to an unusually large volume of 16,261 metric tons in January, an increase of 29.7% month over month.

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