News on capital expenditure

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

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.

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

The time of sky-high polysilicon margins is drawing to a close

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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.

Representatives of GCL-Poly Energy Holdings and its subsidiary Jiangsu Zhongneng celebrate the official launch of the 54,000-ton fluidized bed reactor (FBR) project for granular polysilicon in Xuzhou, Jiangsu province, China on September 8, 2020

GCL to expand FBR polysilicon capacity to 54,000 tons in 2021

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Jiangsu Zhongneng Polysilicon, a subsidiary of GCL-Poly Energy Holdings, will increase its fluidized bed reactor (FBR) capacity for granular polysilicon to 54,000 tons by the end of 2021.

Groundbreaking for Asia Silicon’s polysilicon plant expansion in Xining, the capital of Qinghai province, China

Asia Silicon to expand its polysilicon capacity by 30,000 tons

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Asia Silicon, China’s sixth-largest polysilicon manufacturer, will increase its production capacity to 50,000 metric tons by 2022 and has closed a five-year supply contract with wafer maker Longi.

Depreciation rates of Daqo New Energy and Wacker Polysilicon from Q3 2018 through Q3 2019 and estimate for full 2019

Price pressure: Wacker impairs polysilicon assets by €750 million

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Leading German polysilicon manufacturer Wacker has announced it will take a massive impairment of €750 million (US$832 million) on the carrying value of its polysilicon plants in its 2019 financial statements.

Jiangsu Zhongneng’s polysilicon plant in Xuzhou, Jiangsu

GCL to close polysilicon plant in Jiangsu for new base in Sichuan

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Leading China-based polysilicon manufacturer GCL-Poly wants to replace its existing plant in Jiangsu province by a new 60,000-ton base in Leshan in the western province of Sichuan.

Daqo New Energy’s polysilicon plant in Shihezi, Xinjiang

Daqo becomes big polysilicon player with capacity of 70,000 tons

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Daqo New Energy, the third-largest polysilicon manufacturer in China, has announced it will increase its production capacity by 35,000 metric tons, thus reaching a total capacity of at least 70,000 tons in early 2020.

Xinte Energy’s polysilicon plant in Urumqi, Xinjiang with sunflowers in the foreground

Xinte to expand capacity of its polysilicon plant by 36,000 tons

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The massive expansion wave in the Chinese polysilicon industry continues: Xinte Energy, China’s second-largest polysilicon manufacturer, will expand the capacity of its existing plant in Xinjiang by 36,000 metric tons.

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