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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.

A screenshot from a social media video shows officials covering the body of a worker killed by an explosion at the polysilicon plant of OCI Malaysia (OCIM) in May 2022

OCI today means Organized Corporate Irresponsibility – Opinion

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The massive explosion at OCI’s polysilicon plant in Malaysia in August 2024 is only the culmination of a long accident series and result of an irresponsible management. A commenting analysis.

REC Silicon’s fluidized bed reactor plant for granular polysilicon in Moses Lake, Washington (USA) at night

Has REC Silicon been taken hostage by its shareholder Hanwha?

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After a massive investment, the U.S.-based manufacturer will shut down the production of granular polysilicon at its plant in Moses Lake, Washington. The decision raises some questions.

The ten most popular posts from Bernreuter Research on LinkedIn in 2024

The top 10 posts from Bernreuter Research on LinkedIn in 2024

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The news about the severe accident that occurred at OCI Malaysia’s polysilicon plant last August is the number one among the top ten posts from Bernreuter Research on LinkedIn in 2024.

 

Polysilicon EBITDA margins of OCI Malaysia, Wacker, Daqo and REC Silicon from Q3 2023 through Q3 2024

OCI and Wacker feel weak demand due to US anti-dumping case

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Market uncertainty weighs on the EBITDA margin of both polysilicon manufacturers, whereas Chinese competitor Daqo is still in the red since its average selling price remains below cash costs.

Polysilicon EBITDA margins of OCI Malaysia, Wacker, Daqo and REC Silicon from Q2 2023 through Q2 2024

Margin of Chinese polysilicon maker Daqo crashes into deep red

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Non-Chinese competitors OCI Malaysia and Wacker left Daqo behind as their earnings benefitted from reduced costs and the increased spread to plummeting prices in China in the second quarter.

Polysilicon EBITDA margins of OCI Malaysia, Daqo, Wacker and REC Silicon from Q1 2023 through Q1 2024

Wacker is approaching the margin of Chinese competitor Daqo

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After the polysilicon price in China has fallen even below the cash costs of Daqo, its German competitor Wacker could soon outstrip the EBITDA margin of the Chinese polysilicon manufacturer.

Polysilicon EBITDA margins of OCI Malaysia, Daqo, Wacker and REC Silicon from Q4 2022 through Q4 2023

Polysilicon makers achieved mixed results in the fourth quarter

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The EBITDA margins of OCI Malaysia, Wacker and REC Silicon fell to a various extent and for different reasons. Only Chinese manufacturer Daqo New Energy was able to buck the trend.

The ten most popular posts from Bernreuter Research on LinkedIn in 2023

The top 10 posts from Bernreuter Research on LinkedIn in 2023

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The announcement of its new market report, The Polysilicon Market Outlook 2027, is the most popular among the top ten posts from Bernreuter Research on LinkedIn in 2023.

Polysilicon EBITDA margins of Daqo, OCI, Wacker and REC Silicon from Q3 2022 through Q3 2023

Polysilicon makers Daqo and Wacker down to same margin level

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The polysilicon price crash in China drove the EBITDA margins both of Chinese low-cost producer Daqo New Energy and its German competitor Wacker down to less than 15% in the third quarter.

Polysilicon EBITDA margins of Daqo, OCI, Wacker and REC Silicon from Q2 2022 through Q2 2023

After polysilicon price crash: Daqo loses its margin lead to OCI

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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.

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