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 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.

2020 tariffs on polysilicon imports from the USA and South Korea into China

New Chinese polysilicon duties are slap in the face to trade deal

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The Chinese Ministry of Commerce (Mofcom) announced on January 19 that the duties on polysilicon imports from the United States and South Korea will remain unchanged for another five years until 2025.

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).

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.

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

The EBITDA difference of making polysilicon in or outside China

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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.

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.

Ministry of Trade, Industry and Energy (MOTIE) of South Korea, press conference

South Korea tries to get rid of China’s polysilicon import duties

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The South Korean Ministry of Trade, Industry and Energy has announced it will urge China to lift the anti-dumping duties on polysilicon imports from South Korea.

Representatives of Saudi Arabia’s National Industrial Clusters Development Program, Saudi Basic Industries Corp., OCI Company and Longi Group shake hands after signing a Memorandum of Understanding

New Saudi attempt to produce all from polysilicon to solar panels

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Chemical conglomerate Saudi Basic Industries Corp., South Korea’s OCI Company and China’s Longi Group have signed a memorandum of understanding for an integrated solar and carbon black production complex.

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.

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