News on inventory

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

Wafer production capacities in and outside China 2023/2024

Why wafers are the Achilles’ heel of a non-Chinese supply chain

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No other link of the solar supply chain is more dominated by China than the production of silicon ingots and wafers. There are reasons why non-Chinese wafer plants will hardly flourish anytime soon.

Polysilicon EBITDA margins of Daqo, OCI, Wacker and REC Silicon from Q3 2022 through Q3 2023

Polysilicon makers Daqo and Wacker down to same margin level

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The polysilicon price crash in China drove the EBITDA margins both of Chinese low-cost producer Daqo New Energy and its German competitor Wacker down to less than 15% in the third quarter.

Polysilicon EBITDA margins of Daqo, OCI, Wacker and REC Silicon from Q2 2022 through Q2 2023

After polysilicon price crash: Daqo loses its margin lead to OCI

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The polysilicon price crash in China seriously impacted the earnings of Daqo in the second quarter. The Chinese manufacturer lost its lead to OCI, which benefited from the higher price of non-Chinese polysilicon.

Polysilicon EBITDA margins of Daqo, OCI, Wacker and REC Silicon from Q1 2022 through Q1 2023

Polysilicon margins have started to descend from their peak

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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.

Curves of the global polysilicon price average from January 2022 through the first week of January 2023 (dark blue) and from January 2021 through the first week of January 2022 (pink)

Polysilicon price slump accelerates, but will not last very long

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Since the last week of December 2022, the slump of the polysilicon price has accelerated drastically; however, there are good arguments that the price collapse will soon come to a halt.

Curve of the polysilicon spot price in 2021

First rays of light at the end of the polysilicon high-price tunnel

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After a massive price surge during 2021, signs are piling up that the polysilicon price is about to come down from its high level of US$36/kg. But a new price increase could follow in 2022.

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

Wacker Polysilicon’s operating EBITDA margin slips to -13.3%

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Record-low polysilicon prices and inventory valuation adjustments pushed the operating EBITDA margin of Wacker’s polysilicon division to minus 13.3% in the third quarter.

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

Wacker feels the brunt of the polysilicon market downturn

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The EBITDA margin of Wacker’s polysilicon division has become razor-thin: In the third quarter of 2018, the ratio slumped to just 2.5%, down from 16.2% in the previous quarter and 24.9% in the prior year period.

Monocrystalline silicon ingot

Daqo indicates high-purity, mono-grade polysilicon remains tight

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Daqo New Energy, a leading Chinese producer of high-quality polysilicon, has announced that most of its 2018 production capacity of approx. 21,000 metric tons is already under contract.

Monthly polysilicon imports into China from January through December 2017

China’s polysilicon imports drop in December, ahead of spot price

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After a short recovery in November, polysilicon imports into China fell back to 12,534 metric tons in December, a decrease of 16% month over month.

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