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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.

Fire at polysilicon plant of East Hope in Xinjiang on June 17, 2022

Fire halts polysilicon production at East Hope for one month

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A fire that broke out at Chinese polysilicon manufacturer East Hope in Xinjiang on June 17 is expected to halt production for about one month. The fire was caused by the leakage of a superheater.

Polysilicon EBITDA margins of Daqo, Wacker, OCI and REC Silicon from Q1 2021 through Q1 2022

Mixed trends in polysilicon manufacturers’ first-quarter results

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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 plant of OCI in Bintulu, a coastal city in the state of Sarawak, Malaysia

OCI planning to expand its polysilicon capacity by 35,000 tons

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Polysilicon manufacturer OCI is getting closer to a decision to increase the capacity of its plant in Malaysia by 30,000 to 40,000 tons. In 2024 the plant would then have a total capacity of 65,000 to 75,000 tons.

The ten most popular posts from Bernreuter Research on LinkedIn in 2021

The top 10 posts from Bernreuter Research on LinkedIn in 2021

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New entrants in China, the FBR project of GCL and news on non-Chinese polysilicon manufacturers are the most popular themes among the top ten posts from Bernreuter Research on LinkedIn in 2021.

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.

Xinte Energy’s polysilicon plant in Urumqi, Xinjiang region, China

Xinte responds to silicon metal price spike with captive smelter

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Chinese transformer maker TBEA will build a 200,000-ton silicon metal factory in Inner Mongolia by the end of 2022 in order to secure the feedstock for its polysilicon subsidiary Xinte Energy.

Polysilicon EBITDA margins of Daqo, Wacker, OCI and REC Silicon from Q3 2020 through Q3 2021

Increase of polysilicon EBITDA margins slowing at a high level

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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.

Arabinda Ghosh (left), designated Chairman and CEO of Hemlock Semiconductor, and Ken Collins, site leader of Wacker Chemical Corporation’s polysilicon and pyrogenic silica plants in Charleston, Tennessee

New leadership at U.S. polysilicon makers Wacker and Hemlock

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Ken Collins is new site leader of Wacker’s polysilicon plant in Charleston, Tennessee while Arabinda Ghosh will follow Mark Bassett as CEO of competitor Hemlock Semiconductor at year’s end.

Polysilicon EBITDA margins of Daqo, OCI, Wacker and REC Silicon from Q2 2020 through Q2 2021

Price rally drives polysilicon EBITDA margins beyond 40%

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While non-Chinese polysilicon manufacturers OCI and Wacker enjoy high margins, Xinjiang-based Daqo New Energy has already announced the next major expansion to 270,000 tons in China by the end of 2024.

New polysilicon production capacities (in metric tons) in 2022

New polysilicon entrants in China: Nothing learnt from the past

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The current polysilicon shortage has triggered so many new Chinese projects with a total capacity of more than one million tons that the industry will again face oversupply in the coming years.

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