News on OCI

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 OCI Malaysia, Daqo, Wacker and REC Silicon from Q1 2023 through Q1 2024

Wacker is approaching the margin of Chinese competitor Daqo

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After the polysilicon price in China has fallen even below the cash costs of Daqo, its German competitor Wacker could soon outstrip the EBITDA margin of the Chinese polysilicon manufacturer.

Polysilicon EBITDA margins of OCI Malaysia, Daqo, Wacker and REC Silicon from Q4 2022 through Q4 2023

Polysilicon makers achieved mixed results in the fourth quarter

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The EBITDA margins of OCI Malaysia, Wacker and REC Silicon fell to a various extent and for different reasons. Only Chinese manufacturer Daqo New Energy was able to buck the trend.

The ten most popular posts from Bernreuter Research on LinkedIn in 2023

The top 10 posts from Bernreuter Research on LinkedIn in 2023

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The announcement of its new market report, The Polysilicon Market Outlook 2027, is the most popular among the top ten posts from Bernreuter Research on LinkedIn in 2023.

Polysilicon EBITDA margins of Daqo, OCI, Wacker and REC Silicon from Q3 2022 through Q3 2023

Polysilicon makers Daqo and Wacker down to same margin level

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The polysilicon price crash in China drove the EBITDA margins both of Chinese low-cost producer Daqo New Energy and its German competitor Wacker down to less than 15% in the third quarter.

Polysilicon EBITDA margins of Daqo, OCI, Wacker and REC Silicon from Q2 2022 through Q2 2023

After polysilicon price crash: Daqo loses its margin lead to OCI

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The polysilicon price crash in China seriously impacted the earnings of Daqo in the second quarter. The Chinese manufacturer lost its lead to OCI, which benefited from the higher price of non-Chinese polysilicon.

Workers crush silicon metal in the Jingang Circular Economy Industrial Park in Yili prefecture, Xinjiang. China

New report: These solar modules are tainted by forced labor

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The top Chinese solar module producers have created separate supply chains to comply with the U.S. ban on products from Xinjiang. This strategy, however, is gappy, a new research report reveals.

Polysilicon EBITDA margins of Daqo, OCI, Wacker and REC Silicon from Q1 2022 through Q1 2023

Polysilicon margins have started to descend from their peak

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Weak demand and declining prices left first marks on the results of polysilicon manufacturers, such as Daqo, OCI and Wacker, in the first quarter; earnings have started to descend from their peak.

Polysilicon EBITDA margins of Daqo, OCI, Wacker and REC Silicon from Q4 2021 through Q4 2022

The time of sky-high polysilicon margins is drawing to a close

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2022 was another fat year for the polysilicon manufacturers Daqo, OCI and Wacker, but the fourth quarter will have been the last one with sky-high profit margins for a long time.

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

OCI firms up 42,500-ton polysilicon capacity expansion by 2027

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South Korean chemicals group OCI will implement its plan to increase production capacities for both solar-grade and electronic-grade polysilicon later than originally envisaged.

The ten most popular posts from Bernreuter Research on LinkedIn in 2022

The top 10 posts from Bernreuter Research on LinkedIn in 2022

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An accident at East Hope’s polysilicon plant in Xinjiang in northwestern China and the drop of the spot price at the end of the year were the most popular topics from Bernreuter Research on LinkedIn in 2022.

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