News on forecast

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, 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 chunks

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Indeed, polysilicon prices on the Chinese spot market slightly recovered in July and stabilized in August. But they have been on the downtrend again since mid-September.

polysilicon chunks

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The Chinese government’s decision to reduce the approval of new photovoltaic (PV) installations drastically will have a severe impact on the global PV supply chain.

Wacker’s U.S. polysilicon plant in Charleston, Tennessee

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Bernreuter Research expects a 120 GW PV market in 2018, with approximately 65 GW of new installations in China, and no polysilicon oversupply.

SMA’s market outlook of global new PV installations 2017 - 2020

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Major solar inverter manufacturer SMA anticipates 98 gigawatts (GW) of newly installed PV power worldwide in 2017. Its outlook for 2020 is conservative: only 127 GW.

polysilicon chunks

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The Silicon Branch of the China Non-ferrous Metals Industry Association expects that polysilicon oversupply will exacerbate through 2019 or longer, Patrick Ryan reports in his blog.

PV system in China

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PV systems with a total capacity of 24 GW were connected to the grid in China in the first half of 2017. The Chinese website SolarBe.com reports that new installations of 41 GW are now expected for the full year.

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