News on expansion

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

Tongwei’s annual polysilicon production capacities from 2016 through 2021

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China-based polysilicon and solar cell manufacturer Tongwei will increase its production capacity from 80,000 to 155,000 tons by late 2021, thus becoming the world market leader.

Polysilicon EBITDA margins of Daqo, OCI, Wacker and REC Silicon from Q4 2018 through Q4 2019

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After doubling its production capacity, China-based polysilicon manufacturer Daqo has reached record-low manufacturing costs (including depreciation) of $6.38/kg and cash production costs of $5.47/kg.

Polysilicon EBITDA margins of Daqo, OCI, REC Silicon and Wacker from Q3 2018 through Q3 2019

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After weaker results in the second quarter due to maintenance, China-based polysilicon manufacturer Daqo New Energy achieved so far unthinkable cash production costs of US$5.85/kg in the third quarter.

Polysilicon sales contracts of Daqo

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Daqo, China’s third-largest polysilicon manufacturer has signed a new two-year sales contract with JinkoSolar, the world’s largest solar module supplier, for the delivery of up to 36,000 tons of polysilicon in 2020 and 2021.

Monocrystalline solar wafers from Longi Green Energy Technology

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Longi, the leading manufacturer of monocrystalline solar wafers, will accelerate the expansion of its production capacity, thus reaching its target of 65 GW already by the end of 2020, one year ahead of schedule.

Longi’s polysilicon supply contract with Daqo

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Daqo, China’s third-largest polysilicon maker, has signed a new contract with leading monocrystalline wafer producer Longi for the supply of 112,800 tons of polysilicon from 2020 through 2020.

Polysilicon EBITDA margins of OCI, Wacker and REC Silicon from Q2 2018 through Q2 2019

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Polysilicon makers OCI, Wacker and REC Silicon all returned to black EBITDA figures in the second quarter. The margins ranged from 6.8% (OCI) to 3.4% (Wacker) to 1.1% (REC Silicon).

Monocrystalline solar wafers from Zhonghuan Semiconductor

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China-based Zhonghuan Semiconductor, the world’s second-largest manufacturer of monocrystalline solar wafers, has confirmed earlier plans to increase its production capacity by 25 GW to 55 GW.

Longi’s capacity expansion plan 2018 - 2021

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China-based Longi, the world’s largest manufacturer of monocrystalline solar wafers, will more than double its capacity from 28 GW at the end of 2018 to 65 GW by the end of 2021.

Monocrystalline solar wafers from Zhonghuan Semiconductor

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China-based Zhonghuan Semiconductor, the world’s second-largest manufacturer of monocrystalline solar wafers, will build a new factory with a capacity of 25 GW in Inner Mongolia.

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