News on PV installations

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

Compund annual growth rates of global PV installations 1975 - 2023

Why 4 terawatts of annual PV installations in 2030 are possible

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A new analysis presented by Bernreuter Research at the PV CellTech conference supports a scenario from Dr. Dahlmeier Financial Risk Management AG , which is based on an annual PV growth rate of 36%.

Chart of the top ten PV markets in 2023, forecast contained in the Polysilicon Market Outlook 2027

China saves its solar industry with installation record of 260 GW

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China’s solar market once again served as a backstop for the domestic photovoltaic (PV) industry, which has built up massive overcapacity. The country set up a new installation record of 260 GW (DC) in 2023.

Monthly polysilicon price average from October 2011 through December 2023

Why the pork cycle has returned to the polysilicon market

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A period of weak demand until 2020 laid the ground for a polysilicon shortage that has triggered excessive capacity expansion in China. Now overcapacity provokes the next shakeout.

Curve of the polysilicon spot price in 2021

First rays of light at the end of the polysilicon high-price tunnel

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After a massive price surge during 2021, signs are piling up that the polysilicon price is about to come down from its high level of US$36/kg. But a new price increase could follow in 2022.

Groundbreaking ceremony for a 100,000-ton fluidized bed reactor (FBR) plant of GCL-Poly in Leshan, Sichuan province, China on October 18, 2020

Opinion: Chinese polysilicon makers are posing their muscles

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China-based polysilicon manufacturers outdo each other with ever bigger capacity announcements. What appears like a bodybuilder competition has a serious background: accelerating PV growth.

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

Polysilicon producer Daqo breaks the cash cost barrier of $6/kg

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After weaker results in the second quarter due to maintenance, China-based polysilicon manufacturer Daqo New Energy achieved so far unthinkable cash production costs of US$5.85/kg in the third quarter.

REC Silicon’s fluidized bed reactor polysilicon plant in Moses Lake, Washington with vehicle at night

REC Silicon blames layoffs on trade war – that’s only half the truth

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U.S.-based polysilicon manufacturer REC Silicon has blamed the layoff of 100 employees on the trade dispute, but it is more a response to the slump of global demand in the wake of China’s cap on domestic PV installations.

PV system in China

Beijing promises faster launch of quota system for renewables

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The National Development and Reform Commission of China said on June 7 it would accelerate the planned launch of a quota system that would force provinces to buy more power from renewable energy sources.

polysilicon chunks

China’s PV hard stop could cause polysilicon oversupply in 2018

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The Chinese government’s decision to reduce the approval of new photovoltaic (PV) installations drastically will have a severe impact on the global PV supply chain.

Wacker’s U.S. polysilicon plant in Charleston, Tennessee

Bernreuter expects 120 GW PV market, no polysilicon glut in 2018

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Bernreuter Research expects a 120 GW PV market in 2018, with approximately 65 GW of new installations in China, and no polysilicon oversupply.

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