News on plant

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 OCI, Wacker and REC Silicon from Q3 2017 through Q3 2018

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After the EBITDA margin of its basic chemicals division, which includes polysilicon, tumbled to minus 2.0% in the third quarter of 2018, South Korean OCI mulls shifting part of its polysilicon capacity to semiconductor applications.

Workers at polysilicon plant in China

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GCL-Poly Energy Holdings and Tongwei Group have announced production capacities that are larger than originally planned for their new polysilicon factories.

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

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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.

REC Silicon’s fluidized bed reactor polysilicon plant in Moses Lake, Washington at night

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U.S.-based polysilicon manufacturer REC Silicon has stopped speculation that its plant in Moses Lake, Washington could be closed.

Daqo New Energy’s polysilicon plant in Shihezi, Xinjiang

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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.

Multicrystalline silicon block from upgraded metallurgical-grade (UMG) silicon made by Silicio Ferrosolar

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Ferrosolar is currently building a factory for upgraded metallurgical-grade (UMG) silicon in Puertollano in Spain, which is slated to open in late 2018. The company claims a multicrystalline cell efficiency of 18.5% for its unblended UMG material.

REC Silicon’s fluidized bed reactor polysilicon plant in Moses Lake, Washington with vehicle at night

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U.S.-based polysilicon manufacturer REC Silicon has blamed the layoff of 100 employees on the trade dispute, but it is more a response to the slump of global demand in the wake of China’s cap on domestic PV installations.

Monocrystalline silicon ingot for semiconductor use in China

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Jiangsu Xinhua Semiconductor Materials Technology Co., Ltd. says it has reached volume production of electronic-grade polysilicon for the semiconductor industry.

Polysilicon supply contracts of Longi

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Leading monocrystalline solar wafer manufacturer Longi has signed a contract with Chinese Tongwei Group for the delivery of 55,000 metric tons of polysilicon between May 2018 and December 2020.

Representatives of China-based GCL Group and Egypt’s National Organization for Military Production sign a Memorandum of Understanding

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Egypt’s National Organization for Military Production and China-based GCL Group have signed a Memorandum of Understanding (MOU) to build a 5 GW solar panel factory for $2 billion in Egypt.