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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, OCI, Wacker and REC Silicon from Q2 2022 through Q2 2023

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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

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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

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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.

U.S. customs statistics on quarterly detained shipments from the electronics industry (solar modules) under the Uyghur Forced Labor Prevention Act from June 2022 through February 2023

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Under the Uyghur Forced Labor Prevention Act, the U.S. Customs and Border Protection agency has released 41% of all detained solar modules since June 2022; only 0.8% have been denied.

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

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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

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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

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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.

Polysilicon EBITDA margins of Daqo, Wacker, OCI and REC Silicon from Q3 2021 through Q3 2022

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Chinese polysilicon manufacturer Daqo and OCI in Malaysia improved their operational performance in the third quarter, whereas western competitors Wacker and REC Silicon still suffered from high energy costs.

Polysilicon EBITDA margins of Daqo, Wacker, OCI and REC Silicon from Q2 2021 through Q2 2022

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Chinese polysilicon manufacturer Daqo benefited from falling silicon metal prices in the second quarter, whereas high energy costs weighed on the results of western competitors Wacker and REC Silicon.

Polysilicon EBITDA margins of Daqo, Wacker, OCI and REC Silicon from Q1 2021 through Q1 2022

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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.

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