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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 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.

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 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.

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.

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, REC Silicon and Wacker from Q1 2019 through Q1 2020

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Defying Covid-19-related constraints, China-based polysilicon manufacturer Daqo New Energy achieved a record output of 19,777 tons and reduced its cash production costs to $5/kg in the first quarter.

Sales, operating income/loss and EBITDA of OCI’s Basic Chemical division (including polysilicon) from Q1 2019 through Q1 2020

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South Korean chemicals group OCI reduced the operating loss of its Basic Chemical division, which features polysilicon as main product, by 61% in the first quarter after closing its factory in Gunsan in February.

EBITDA of Wacker’s polysilicon division from 2007 through 2019

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Although expecting a further loss for its polysilicon division in 2020 on par with that in 2019, management of German chemicals group Wacker has expressed confidence in the polysilicon business.

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