News on Wacker

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 Wacker, OCI TerraSus and Daqo New Energy from Q4 2024 through Q4 2025

US trade case to make or break Wacker’s solar polysilicon unit

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The German manufacturer’s solar-grade polysilicon business hinges upon the outcome of the U.S. Section 232 investigation. Competitor OCI is more confident after a positive EBITDA in the fourth quarter.

The ten most popular posts from Bernreuter Research on LinkedIn in 2025

The top 10 posts from Bernreuter Research on LinkedIn in 2025

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The Polysilicon Market Outlook 2029, Hanwha’s corporate raid of REC Silicon and the accident at OCI’s plant in Malaysia are the top themes among the posts from Bernreuter Research on LinkedIn in 2025.

Polysilicon EBITDA margins of Wacker, Daqo and OCI from Q3 2024 through Q3 2025

Polysilicon maker Daqo back in black, Wacker and OCI in limbo

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While non-Chinese polysilicon manufacturers still felt the impact from uncertainty about the U.S. solar market in the third quarter, Daqo New Energy benefitted from the price surge in China.

Polysilicon EBITDA margins of Wacker, Daqo and OCI from Q2 2024 through Q2 2025

Polysilicon maker OCI plunges into red after halting production

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While the Malaysian manufacturer fell behind the EBITDA margin of its German competitor Wacker in the second quarter, Chinese producer Daqo suffered from the low polysilicon price on the domestic market.

Polysilicon EBITDA margins of OCI, Wacker and Daqo from Q1 2024 through Q1 2025

Polysilicon maker OCI returns to profit and overtakes Wacker

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While the Malaysian manufacturer exceeded the EBITDA margin of its German competitor in the first quarter, Chinese producer Daqo struggled with the low polysilicon price on the domestic market.

Polysilicon EBITDA margins of OCI, Daqo, Wacker and REC Silicon from Q4 2023 through Q4 2024

Wacker copes with polysilicon headwinds better than its peers

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The German polysilicon manufacturer improved its EBITDA margin in the fourth quarter, whereas its competitors OCI, Daqo and REC Silicon struggled with various, partly self-induced problems.

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.

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.

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