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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 2018 through Q1 2019

Daqo continues to ride the wave of low polysilicon prices

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With record-low production costs and a positive EBITDA margin of 24.6%, China-based polysilicon manufacturer Daqo New Energy defied the low polysilicon prices in the first quarter.

Solar module from GCL System Integration Technology made of cast mono wafers

GCL-Poly to increase cast mono wafer capacity to 15 GW by 2020

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Leading China-based polysilicon and wafer manufacturer GCL-Poly will ramp up its production capacity for cast mono ingots and wafers to 15 GW by the first quarter of 2020.

Wacker’s integrated chemical factory in Burghausen, Bavaria

Credit Suisse: Wacker to be squeezed out by Chinese competition

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Analysts at Credit Suisse predict that “Wacker will remain a marginal producer of solar grade polysilicon near term and will be squeezed out by low cost Chinese production longer term.”

Polysilicon EBITDA margins of Daqo, OCI, Wacker and REC Silicon from Q4 2017 through Q4 2018

The EBITDA difference of making polysilicon in or outside China

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While China-based polysilicon manufacturer Daqo reported another record low in production costs, the polysilicon division of market leader Wacker slid into the red with its EBITDA in the fourth quarter.

Direct wafer factory of 1366 Technologies in Cyberjaya, Malaysia

1366 Technologies to ramp first direct wafer factory in Malaysia

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U.S.-based start-up 1366 Technologies is “near completion” of its first factory for wafers directly formed from molten silicon and expects to ramp it “no later than Q3 2019.”

Daqo New Energy’s polysilicon plant in Shihezi, Xinjiang

Daqo is targeting polysilicon production costs of $6.80/kg by 2020

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China-based polysilicon manufacturer Daqo New Energy is targeting total production costs of US$6.80/kg by the first quarter of 2020, down from $9.05/kg in Q2 2018 and $7.50/kg projected for 2019.

Polysilicon rod grown on tube filament

GTAT’s tube filaments for polysilicon rods debuted at SNEC show

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U.S.-based GT Advanced Technologies (GTAT) for the first time showcased polysilicon rods grown on tube filaments at SNEC, the world’s largest solar trade show, in Shanghai in late May.

Direct wafer process of 1366 Technologies

1366 is further ahead with its direct wafer process than assumed

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U.S.-based start-up 1366 Technologies has made more progress with its wafers directly formed from molten silicon than it was speculated after the company cancelled a 250 MW factory in upstate New York.

Direct wafer process of 1366 Technologies

GCL-Poly has started research in direct wafers from molten silicon

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GCL-Poly, the world's largest manufacturer of multicrystalline solar wafers, has initiated research in direct wafer growth from molten silicon.

Polysilicon tube filaments from GT Advanced Technologies (GTAT)

GTAT introduces innovation to reduce polysilicon costs by $2/kg

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Equipment supplier GT Advanced Technologies (GTAT) has developed tube filaments as an alternative to conventional slim rods for more efficient deposition of silicon from trichlorosilane in rod reactors.

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