News on REC Silicon

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 Q4 2020 through Q4 2021

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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.

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

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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.

Chemical factory of Hanwha Solutions

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The US$160 million investment of Hanwha Solutions, the world’s sixth largest solar module supplier, in U.S. polysilicon maker REC Silicon only makes sense with new wafer production capacity.

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

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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

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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.

Technology Park of ASPI Group at the Port of Moses Lake, Washington, USA, where Violet Power is planning to build a solar panel factory

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The decision of U.S.-based polysilicon manufacturer REC Silicon to terminate the partnership with Violet Power confirms doubts about the viability of the plans announced by the solar panel start-up.

Polysilicon EBITDA margins of Daqo, OCI, Wacker and REC Silicon from Q4 2019 through Q4 2020

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The strong rise of polysilicon prices since mid-2020 has led the results of non-Chinese manufacturers Wacker and OCI back into positive territory. EBITDA in the second half improved significantly.

Daqo New Energy’s polysilicon plant in Shihezi, Xinjiang, with electricity grid operated by the Xinjiang Production and Construction Corps (XPCC), a promoter of forced labor

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The western solar industry will likely be able to cut its ties to forced labor at polysilicon and wafer producers in Xinjiang. But establishing an alternative, complete supply chain is a monumental task.

Impurity concentrations of granular polysilicon from MEMC Pasadena, GCL-Poly and TianREC compared to the PV17 standard on virgin polysilicon for PV applications from Semiconductor Equipment and Materials International (SEMI)

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The granular product from the fluidized bed reactor facility of GCL’s polysilicon subsidiary Jiangsu Zhongneng does not show unusual metal and carbon concentrations. What strikes is the very low hydrogen content.

Fluidized bed reactor (FBR) polysilicon plant of TianREC, the Chinese joint venture of REC Silicon, in Yulin, Shaanxi province, China

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Low utilization rates and continuing losses of its granular polysilicon joint venture TianREC in Yulin in the Chinese province of Shaanxi have led REC Silicon to write down its investment to zero.