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 Daqo, Wacker, OCI and REC Silicon from Q1 2021 through Q1 2022

Mixed trends in polysilicon manufacturers’ first-quarter results

(comments: 0)

While Chinese polysilicon manufacturer Daqo was able to stabilize its profit margin in the first quarter, non-Chinese competitors Wacker and OCI saw their earnings decline in the wake of rising costs.

Polysilicon EBITDA margins of Daqo, Wacker, OCI and REC Silicon from Q4 2020 through Q4 2021

Daqo feels the silicon metal price spike in its Q4 2021 results

(comments: 0)

While polysilicon manufacturers Wacker and OCI successfully defied the spike of the silicon metal price in the fourth quarter, their Chinese competitor Daqo New Energy felt the impact in its earnings.

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

OCI planning to expand its polysilicon capacity by 35,000 tons

(comments: 0)

Polysilicon manufacturer OCI is getting closer to a decision to increase the capacity of its plant in Malaysia by 30,000 to 40,000 tons. In 2024 the plant would then have a total capacity of 65,000 to 75,000 tons.

Polysilicon imports into China from 2017 through 2021

Polysilicon imports into China climbed to 114,000 tons in 2021

(comments: 0)

After a steep drop in 2020, polysilicon imports into China recovered somewhat in 2021. According to Chinese customs statistics, imports grew to 114,203 metric tons, an increase of 13.3% year over year.

The ten most popular posts from Bernreuter Research on LinkedIn in 2021

The top 10 posts from Bernreuter Research on LinkedIn in 2021

(comments: 0)

New entrants in China, the FBR project of GCL and news on non-Chinese polysilicon manufacturers are the most popular themes among the top ten posts from Bernreuter Research on LinkedIn in 2021.

Polysilicon EBITDA margins of Daqo, Wacker, OCI and REC Silicon from Q3 2020 through Q3 2021

Increase of polysilicon EBITDA margins slowing at a high level

(comments: 0)

Polysilicon manufacturers Daqo, Wacker and OCI compensate the price spike of silicon metal feedstock and still increase their high margins, driven by strong demand in the third quarter.

Polysilicon EBITDA margins of Daqo, OCI, Wacker and REC Silicon from Q2 2020 through Q2 2021

Price rally drives polysilicon EBITDA margins beyond 40%

(comments: 0)

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.

A couple recruited through a labor transfer program is sitting in a bunk room at a facility of Hoshine Silicon Industry Co., Ltd.

What the U.S. ban on Hoshine Silicon means for the PV industry

(comments: 0)

The Withhold Release Order of the U.S. customs against Xinjiang-based silicon metal producer Hoshine puts pressure on polysilicon manufacturers as most of them are sourcing from Hoshine.

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

OCI mulling expansion of polysilicon capacity by 60,000 tons

(comments: 0)

South Korean chemicals group OCI is considering expanding the capacity of its polysilicon plant in Malaysia to 95,000 tons, possibly fueled by demand for polysilicon untainted by forced labor in Xinjiang.

Workers manually crush silicon metal in the Jingang Circular Economy Industrial Park in Yili (also known as Ili) prefecture, Xinjiang, China

New report reveals the PV industry’s deep ties to forced labor

(comments: 0)

A new research report from the Sheffield Hallam University in England uncovers so far unknown details about silicon metal, polysilicon and wafer manufacturers using forced labor in Xinjiang.